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艾利丹尼森（AVY）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
艾利丹尼森的季度营收约是LOUISIANA-PACIFIC CORP的4.0倍（$2.3B vs $566.0M）。艾利丹尼森净利率更高（7.3% vs -1.4%，领先8.7%）。艾利丹尼森同比增速更快（3.9% vs -16.9%）。艾利丹尼森自由现金流更多（$309.7M vs $-8.0M）。过去两年艾利丹尼森的营收复合增速更高（2.7% vs -11.6%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
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。
AVY vs LPX — 直观对比
营收规模更大
AVY
是对方的4.0倍
$566.0M
营收增速更快
AVY
高出20.8%
-16.9%
净利率更高
AVY
高出8.7%
-1.4%
自由现金流更多
AVY
多$317.7M
$-8.0M
两年增速更快
AVY
近两年复合增速
-11.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $566.0M |
| 净利润 | $166.4M | $-8.0M |
| 毛利率 | 28.7% | 15.0% |
| 营业利润率 | 9.1% | -1.6% |
| 净利率 | 7.3% | -1.4% |
| 营收同比 | 3.9% | -16.9% |
| 净利润同比 | -4.4% | -112.9% |
| 每股收益（稀释后） | $2.16 | $-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AVYLPX
| Q4 25 | $2.3B | $566.0M | ||
| Q3 25 | $2.2B | $663.0M | ||
| Q2 25 | $2.2B | $755.0M | ||
| Q1 25 | $2.1B | $724.0M | ||
| Q4 24 | $2.2B | $681.0M | ||
| Q3 24 | $2.2B | $722.0M | ||
| Q2 24 | $2.2B | $814.0M | ||
| Q1 24 | $2.2B | $724.0M |
净利润AVYLPX
| Q4 25 | $166.4M | $-8.0M | ||
| Q3 25 | $166.3M | $9.0M | ||
| Q2 25 | $189.0M | $54.0M | ||
| Q1 25 | $166.3M | $91.0M | ||
| Q4 24 | $174.0M | $62.0M | ||
| Q3 24 | $181.7M | $90.0M | ||
| Q2 24 | $176.8M | $160.0M | ||
| Q1 24 | $172.4M | $108.0M |
毛利率AVYLPX
| Q4 25 | 28.7% | 15.0% | ||
| Q3 25 | 28.7% | 19.5% | ||
| Q2 25 | 28.8% | 23.6% | ||
| Q1 25 | 28.9% | 27.2% | ||
| Q4 24 | 27.9% | 23.8% | ||
| Q3 24 | 28.7% | 26.7% | ||
| Q2 24 | 29.6% | 32.3% | ||
| Q1 24 | 29.4% | 29.6% |
营业利润率AVYLPX
| Q4 25 | 9.1% | -1.6% | ||
| Q3 25 | 10.6% | 2.7% | ||
| Q2 25 | 11.5% | 10.6% | ||
| Q1 25 | 10.6% | 16.6% | ||
| Q4 24 | 11.0% | 11.0% | ||
| Q3 24 | 11.0% | 16.1% | ||
| Q2 24 | 10.7% | 23.8% | ||
| Q1 24 | 10.9% | 20.0% |
净利率AVYLPX
| Q4 25 | 7.3% | -1.4% | ||
| Q3 25 | 7.5% | 1.4% | ||
| Q2 25 | 8.5% | 7.2% | ||
| Q1 25 | 7.7% | 12.6% | ||
| Q4 24 | 8.0% | 9.1% | ||
| Q3 24 | 8.3% | 12.5% | ||
| Q2 24 | 7.9% | 19.7% | ||
| Q1 24 | 8.0% | 14.9% |
每股收益（稀释后）AVYLPX
| Q4 25 | $2.16 | $-0.12 | ||
| Q3 25 | $2.13 | $0.13 | ||
| Q2 25 | $2.41 | $0.77 | ||
| Q1 25 | $2.09 | $1.30 | ||
| Q4 24 | $2.17 | $0.90 | ||
| Q3 24 | $2.25 | $1.28 | ||
| Q2 24 | $2.18 | $2.23 | ||
| Q1 24 | $2.13 | $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 | $202.8M | $292.0M |
| 总债务越低越好 | $3.2B | $348.0M |
| 股东权益账面价值 | $2.2B | $1.7B |
| 总资产 | $8.8B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资AVYLPX
| Q4 25 | $202.8M | $292.0M | ||
| Q3 25 | $536.3M | $316.0M | ||
| Q2 25 | $215.9M | $333.0M | ||
| Q1 25 | $195.9M | $256.0M | ||
| Q4 24 | $329.1M | $340.0M | ||
| Q3 24 | $212.7M | $346.0M | ||
| Q2 24 | $208.8M | $317.0M | ||
| Q1 24 | $185.7M | $244.0M |
总债务AVYLPX
| Q4 25 | $3.2B | $348.0M | ||
| Q3 25 | $3.2B | $348.0M | ||
| Q2 25 | $2.6B | $348.0M | ||
| Q1 25 | $2.6B | $348.0M | ||
| Q4 24 | $2.6B | $348.0M | ||
| Q3 24 | $2.0B | $347.0M | ||
| Q2 24 | $2.0B | $347.0M | ||
| Q1 24 | $2.1B | $347.0M |
股东权益AVYLPX
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.2B | $1.7B | ||
| Q1 25 | $2.2B | $1.7B | ||
| Q4 24 | $2.3B | $1.7B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.3B | $1.7B | ||
| Q1 24 | $2.2B | $1.6B |
总资产AVYLPX
| Q4 25 | $8.8B | $2.6B | ||
| Q3 25 | $8.9B | $2.6B | ||
| Q2 25 | $8.6B | $2.7B | ||
| Q1 25 | $8.4B | $2.6B | ||
| Q4 24 | $8.4B | $2.6B | ||
| Q3 24 | $8.5B | $2.6B | ||
| Q2 24 | $8.3B | $2.5B | ||
| Q1 24 | $8.3B | $2.5B |
负债/权益比AVYLPX
| Q4 25 | 1.43× | 0.20× | ||
| Q3 25 | 1.45× | 0.20× | ||
| Q2 25 | 1.19× | 0.20× | ||
| Q1 25 | 1.19× | 0.21× | ||
| Q4 24 | 1.11× | 0.21× | ||
| Q3 24 | 0.85× | 0.21× | ||
| Q2 24 | 0.89× | 0.21× | ||
| Q1 24 | 0.94× | 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 | $376.8M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $309.7M | $-8.0M |
| 自由现金流率自由现金流/营收 | 13.6% | -1.4% |
| 资本支出强度资本支出/营收 | 3.0% | 13.3% |
| 现金转化率经营现金流/净利润 | 2.26× | — |
| 过去12个月自由现金流最近4个季度 | $712.4M | $91.0M |
8季度趋势，按日历期对齐
经营现金流AVYLPX
| Q4 25 | $376.8M | $67.0M | ||
| Q3 25 | $312.1M | $89.0M | ||
| Q2 25 | $208.8M | $162.0M | ||
| Q1 25 | $-16.3M | $64.0M | ||
| Q4 24 | $351.2M | $105.0M | ||
| Q3 24 | $270.1M | $183.0M | ||
| Q2 24 | $197.7M | $212.0M | ||
| Q1 24 | $119.8M | $105.0M |
自由现金流AVYLPX
| Q4 25 | $309.7M | $-8.0M | ||
| Q3 25 | $276.2M | $5.0M | ||
| Q2 25 | $178.8M | $94.0M | ||
| Q1 25 | $-52.3M | $0 | ||
| Q4 24 | $281.7M | $43.0M | ||
| Q3 24 | $227.1M | $139.0M | ||
| Q2 24 | $150.2M | $176.0M | ||
| Q1 24 | $71.0M | $64.0M |
自由现金流率AVYLPX
| Q4 25 | 13.6% | -1.4% | ||
| Q3 25 | 12.5% | 0.8% | ||
| Q2 25 | 8.1% | 12.5% | ||
| Q1 25 | -2.4% | 0.0% | ||
| Q4 24 | 12.9% | 6.3% | ||
| Q3 24 | 10.4% | 19.3% | ||
| Q2 24 | 6.7% | 21.6% | ||
| Q1 24 | 3.3% | 8.8% |
资本支出强度AVYLPX
| Q4 25 | 3.0% | 13.3% | ||
| Q3 25 | 1.6% | 12.7% | ||
| Q2 25 | 1.4% | 9.0% | ||
| Q1 25 | 1.7% | 8.8% | ||
| Q4 24 | 3.2% | 9.1% | ||
| Q3 24 | 2.0% | 6.1% | ||
| Q2 24 | 2.1% | 4.4% | ||
| Q1 24 | 2.3% | 5.7% |
现金转化率AVYLPX
| Q4 25 | 2.26× | — | ||
| Q3 25 | 1.88× | 9.89× | ||
| Q2 25 | 1.10× | 3.00× | ||
| Q1 25 | -0.10× | 0.70× | ||
| Q4 24 | 2.02× | 1.69× | ||
| Q3 24 | 1.49× | 2.03× | ||
| Q2 24 | 1.12× | 1.32× | ||
| Q1 24 | 0.69× | 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
AVY
| Other | $1.1B | 47% |
| Materials Group Segment | $475.0M | 21% |
| Apparel And Other | $460.8M | 20% |
| Identification Solutions And Vestcom | $263.4M | 12% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
