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AeroVironment Inc（AVAV）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是AeroVironment Inc的1.2倍（$566.0M vs $472.5M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -3.6%，领先2.2%），AeroVironment Inc同比增速更快（181.9% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -11.6%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
AVAV vs LPX — 直观对比
营收规模更大
LPX
是对方的1.2倍
$472.5M
营收增速更快
AVAV
高出198.8%
-16.9%
净利率更高
LPX
高出2.2%
-3.6%
自由现金流更多
LPX
多$47.9M
$-55.9M
两年增速更快
AVAV
近两年复合增速
-11.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $566.0M |
| 净利润 | $-17.1M | $-8.0M |
| 毛利率 | 22.0% | 15.0% |
| 营业利润率 | -6.4% | -1.6% |
| 净利率 | -3.6% | -1.4% |
| 营收同比 | 181.9% | -16.9% |
| 净利润同比 | -875.1% | -112.9% |
| 每股收益（稀释后） | $-0.34 | $-0.12 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AVAVLPX
| Q4 25 | $472.5M | $566.0M | ||
| Q3 25 | $454.7M | $663.0M | ||
| Q2 25 | $275.1M | $755.0M | ||
| Q1 25 | $167.6M | $724.0M | ||
| Q4 24 | $188.5M | $681.0M | ||
| Q3 24 | $189.5M | $722.0M | ||
| Q2 24 | $197.0M | $814.0M | ||
| Q1 24 | $186.6M | $724.0M |
净利润AVAVLPX
| Q4 25 | $-17.1M | $-8.0M | ||
| Q3 25 | $-67.4M | $9.0M | ||
| Q2 25 | $16.7M | $54.0M | ||
| Q1 25 | $-1.8M | $91.0M | ||
| Q4 24 | $7.5M | $62.0M | ||
| Q3 24 | $21.2M | $90.0M | ||
| Q2 24 | $6.0M | $160.0M | ||
| Q1 24 | $13.9M | $108.0M |
毛利率AVAVLPX
| Q4 25 | 22.0% | 15.0% | ||
| Q3 25 | 20.9% | 19.5% | ||
| Q2 25 | 36.5% | 23.6% | ||
| Q1 25 | 37.7% | 27.2% | ||
| Q4 24 | 39.1% | 23.8% | ||
| Q3 24 | 43.0% | 26.7% | ||
| Q2 24 | 38.4% | 32.3% | ||
| Q1 24 | 36.1% | 29.6% |
营业利润率AVAVLPX
| Q4 25 | -6.4% | -1.6% | ||
| Q3 25 | -15.2% | 2.7% | ||
| Q2 25 | 5.0% | 10.6% | ||
| Q1 25 | -1.8% | 16.6% | ||
| Q4 24 | 3.7% | 11.0% | ||
| Q3 24 | 12.2% | 16.1% | ||
| Q2 24 | 3.0% | 23.8% | ||
| Q1 24 | 7.7% | 20.0% |
净利率AVAVLPX
| Q4 25 | -3.6% | -1.4% | ||
| Q3 25 | -14.8% | 1.4% | ||
| Q2 25 | 6.1% | 7.2% | ||
| Q1 25 | -1.0% | 12.6% | ||
| Q4 24 | 4.0% | 9.1% | ||
| Q3 24 | 11.2% | 12.5% | ||
| Q2 24 | 3.1% | 19.7% | ||
| Q1 24 | 7.4% | 14.9% |
每股收益（稀释后）AVAVLPX
| Q4 25 | $-0.34 | $-0.12 | ||
| Q3 25 | $-1.44 | $0.13 | ||
| Q2 25 | $0.59 | $0.77 | ||
| Q1 25 | $-0.06 | $1.30 | ||
| Q4 24 | $0.27 | $0.90 | ||
| Q3 24 | $0.75 | $1.28 | ||
| Q2 24 | $0.18 | $2.23 | ||
| Q1 24 | $0.50 | $1.48 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $588.5M | $292.0M |
| 总债务越低越好 | $747.5M | $348.0M |
| 股东权益账面价值 | $4.4B | $1.7B |
| 总资产 | $5.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资AVAVLPX
| Q4 25 | $588.5M | $292.0M | ||
| Q3 25 | $685.8M | $316.0M | ||
| Q2 25 | $40.9M | $333.0M | ||
| Q1 25 | $47.0M | $256.0M | ||
| Q4 24 | $69.0M | $340.0M | ||
| Q3 24 | $81.2M | $346.0M | ||
| Q2 24 | $73.3M | $317.0M | ||
| Q1 24 | $107.7M | $244.0M |
总债务AVAVLPX
| Q4 25 | $747.5M | $348.0M | ||
| Q3 25 | $747.5M | $348.0M | ||
| Q2 25 | $30.0M | $348.0M | ||
| Q1 25 | $25.0M | $348.0M | ||
| Q4 24 | $15.0M | $348.0M | ||
| Q3 24 | $17.5M | $347.0M | ||
| Q2 24 | $28.0M | $347.0M | ||
| Q1 24 | $40.0M | $347.0M |
股东权益AVAVLPX
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $4.4B | $1.7B | ||
| Q2 25 | $886.5M | $1.7B | ||
| Q1 25 | $861.1M | $1.7B | ||
| Q4 24 | $858.4M | $1.7B | ||
| Q3 24 | $845.5M | $1.7B | ||
| Q2 24 | $822.7M | $1.7B | ||
| Q1 24 | $813.0M | $1.6B |
总资产AVAVLPX
| Q4 25 | $5.6B | $2.6B | ||
| Q3 25 | $5.6B | $2.6B | ||
| Q2 25 | $1.1B | $2.7B | ||
| Q1 25 | $1.0B | $2.6B | ||
| Q4 24 | $1.0B | $2.6B | ||
| Q3 24 | $999.2M | $2.6B | ||
| Q2 24 | $1.0B | $2.5B | ||
| Q1 24 | $980.3M | $2.5B |
负债/权益比AVAVLPX
| Q4 25 | 0.17× | 0.20× | ||
| Q3 25 | 0.17× | 0.20× | ||
| Q2 25 | 0.03× | 0.20× | ||
| Q1 25 | 0.03× | 0.21× | ||
| Q4 24 | 0.02× | 0.21× | ||
| Q3 24 | 0.02× | 0.21× | ||
| Q2 24 | 0.03× | 0.21× | ||
| Q1 24 | 0.05× | 0.21× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-45.1M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $-8.0M |
| 自由现金流率自由现金流/营收 | -11.8% | -1.4% |
| 资本支出强度资本支出/营收 | 2.3% | 13.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $91.0M |
8季度趋势，按日历期对齐
经营现金流AVAVLPX
| Q4 25 | $-45.1M | $67.0M | ||
| Q3 25 | $-123.7M | $89.0M | ||
| Q2 25 | $-264.0K | $162.0M | ||
| Q1 25 | $-25.8M | $64.0M | ||
| Q4 24 | $-3.6M | $105.0M | ||
| Q3 24 | $28.4M | $183.0M | ||
| Q2 24 | $-11.7M | $212.0M | ||
| Q1 24 | $52.6M | $105.0M |
自由现金流AVAVLPX
| Q4 25 | $-55.9M | $-8.0M | ||
| Q3 25 | $-146.5M | $5.0M | ||
| Q2 25 | $-8.8M | $94.0M | ||
| Q1 25 | $-29.6M | $0 | ||
| Q4 24 | $-8.7M | $43.0M | ||
| Q3 24 | $22.9M | $139.0M | ||
| Q2 24 | $-20.8M | $176.0M | ||
| Q1 24 | $48.8M | $64.0M |
自由现金流率AVAVLPX
| Q4 25 | -11.8% | -1.4% | ||
| Q3 25 | -32.2% | 0.8% | ||
| Q2 25 | -3.2% | 12.5% | ||
| Q1 25 | -17.7% | 0.0% | ||
| Q4 24 | -4.6% | 6.3% | ||
| Q3 24 | 12.1% | 19.3% | ||
| Q2 24 | -10.5% | 21.6% | ||
| Q1 24 | 26.1% | 8.8% |
资本支出强度AVAVLPX
| Q4 25 | 2.3% | 13.3% | ||
| Q3 25 | 5.0% | 12.7% | ||
| Q2 25 | 3.1% | 9.0% | ||
| Q1 25 | 2.3% | 8.8% | ||
| Q4 24 | 2.7% | 9.1% | ||
| Q3 24 | 2.9% | 6.1% | ||
| Q2 24 | 4.6% | 4.4% | ||
| Q1 24 | 2.0% | 5.7% |
现金转化率AVAVLPX
| Q4 25 | — | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | -0.02× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | -0.48× | 1.69× | ||
| Q3 24 | 1.34× | 2.03× | ||
| Q2 24 | -1.93× | 1.32× | ||
| Q1 24 | 3.79× | 0.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
