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波尔公司（BALL）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
波尔公司的季度营收约是LOUISIANA-PACIFIC CORP的5.9倍（$3.3B vs $566.0M）。波尔公司净利率更高（6.0% vs -1.4%，领先7.4%）。波尔公司同比增速更快（16.2% vs -16.9%）。波尔公司自由现金流更多（$1.0B vs $-8.0M）。过去两年波尔公司的营收复合增速更高（7.9% vs -11.6%）
波尔公司是全球领先的可持续铝制包装解决方案供应商，为饮料、个护、家居产品领域的品牌提供创新包装产品，同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务，全业务线高度重视环保责任与产品可靠性。
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。
BALL vs LPX — 直观对比
营收规模更大
BALL
是对方的5.9倍
$566.0M
营收增速更快
BALL
高出33.1%
-16.9%
净利率更高
BALL
高出7.4%
-1.4%
自由现金流更多
BALL
多$1.0B
$-8.0M
两年增速更快
BALL
近两年复合增速
-11.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $566.0M |
| 净利润 | $200.0M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 7.2% | -1.6% |
| 净利率 | 6.0% | -1.4% |
| 营收同比 | 16.2% | -16.9% |
| 净利润同比 | 766.7% | -112.9% |
| 每股收益（稀释后） | $0.73 | $-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BALLLPX
| Q4 25 | $3.3B | $566.0M | ||
| Q3 25 | $3.4B | $663.0M | ||
| Q2 25 | $3.3B | $755.0M | ||
| Q1 25 | $3.1B | $724.0M | ||
| Q4 24 | $2.9B | $681.0M | ||
| Q3 24 | $3.1B | $722.0M | ||
| Q2 24 | $3.0B | $814.0M | ||
| Q1 24 | $2.9B | $724.0M |
净利润BALLLPX
| Q4 25 | $200.0M | $-8.0M | ||
| Q3 25 | $321.0M | $9.0M | ||
| Q2 25 | $215.0M | $54.0M | ||
| Q1 25 | $179.0M | $91.0M | ||
| Q4 24 | $-30.0M | $62.0M | ||
| Q3 24 | $199.0M | $90.0M | ||
| Q2 24 | $159.0M | $160.0M | ||
| Q1 24 | $3.7B | $108.0M |
毛利率BALLLPX
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 17.7% | 26.7% | ||
| Q2 24 | 16.5% | 32.3% | ||
| Q1 24 | 16.6% | 29.6% |
营业利润率BALLLPX
| Q4 25 | 7.2% | -1.6% | ||
| Q3 25 | 11.6% | 2.7% | ||
| Q2 25 | 8.0% | 10.6% | ||
| Q1 25 | 7.4% | 16.6% | ||
| Q4 24 | 0.2% | 11.0% | ||
| Q3 24 | 7.4% | 16.1% | ||
| Q2 24 | 6.8% | 23.8% | ||
| Q1 24 | 6.8% | 20.0% |
净利率BALLLPX
| Q4 25 | 6.0% | -1.4% | ||
| Q3 25 | 9.5% | 1.4% | ||
| Q2 25 | 6.4% | 7.2% | ||
| Q1 25 | 5.8% | 12.6% | ||
| Q4 24 | -1.0% | 9.1% | ||
| Q3 24 | 6.5% | 12.5% | ||
| Q2 24 | 5.4% | 19.7% | ||
| Q1 24 | 128.3% | 14.9% |
每股收益（稀释后）BALLLPX
| Q4 25 | $0.73 | $-0.12 | ||
| Q3 25 | $1.18 | $0.13 | ||
| Q2 25 | $0.76 | $0.77 | ||
| Q1 25 | $0.63 | $1.30 | ||
| Q4 24 | $0.23 | $0.90 | ||
| Q3 24 | $0.65 | $1.28 | ||
| Q2 24 | $0.51 | $2.23 | ||
| Q1 24 | $11.61 | $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 | $1.2B | $292.0M |
| 总债务越低越好 | $7.0B | $348.0M |
| 股东权益账面价值 | $5.4B | $1.7B |
| 总资产 | $19.5B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资BALLLPX
| Q4 25 | $1.2B | $292.0M | ||
| Q3 25 | $568.0M | $316.0M | ||
| Q2 25 | $296.0M | $333.0M | ||
| Q1 25 | $449.0M | $256.0M | ||
| Q4 24 | $885.0M | $340.0M | ||
| Q3 24 | $1.4B | $346.0M | ||
| Q2 24 | $1.3B | $317.0M | ||
| Q1 24 | $1.7B | $244.0M |
总债务BALLLPX
| Q4 25 | $7.0B | $348.0M | ||
| Q3 25 | $6.9B | $348.0M | ||
| Q2 25 | $6.5B | $348.0M | ||
| Q1 25 | $6.1B | $348.0M | ||
| Q4 24 | $5.3B | $348.0M | ||
| Q3 24 | $5.4B | $347.0M | ||
| Q2 24 | $5.5B | $347.0M | ||
| Q1 24 | $5.5B | $347.0M |
股东权益BALLLPX
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.4B | $1.7B | ||
| Q2 25 | $5.2B | $1.7B | ||
| Q1 25 | $5.5B | $1.7B | ||
| Q4 24 | $5.9B | $1.7B | ||
| Q3 24 | $6.7B | $1.7B | ||
| Q2 24 | $6.9B | $1.7B | ||
| Q1 24 | $7.3B | $1.6B |
总资产BALLLPX
| Q4 25 | $19.5B | $2.6B | ||
| Q3 25 | $18.7B | $2.6B | ||
| Q2 25 | $18.6B | $2.7B | ||
| Q1 25 | $18.0B | $2.6B | ||
| Q4 24 | $17.6B | $2.6B | ||
| Q3 24 | $18.8B | $2.6B | ||
| Q2 24 | $19.0B | $2.5B | ||
| Q1 24 | $19.9B | $2.5B |
负债/权益比BALLLPX
| Q4 25 | 1.29× | 0.20× | ||
| Q3 25 | 1.26× | 0.20× | ||
| Q2 25 | 1.24× | 0.20× | ||
| Q1 25 | 1.12× | 0.21× | ||
| Q4 24 | 0.91× | 0.21× | ||
| Q3 24 | 0.80× | 0.21× | ||
| Q2 24 | 0.80× | 0.21× | ||
| Q1 24 | 0.76× | 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 | $1.2B | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $-8.0M |
| 自由现金流率自由现金流/营收 | 31.1% | -1.4% |
| 资本支出强度资本支出/营收 | 5.1% | 13.3% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $788.0M | $91.0M |
8季度趋势，按日历期对齐
经营现金流BALLLPX
| Q4 25 | $1.2B | $67.0M | ||
| Q3 25 | $384.0M | $89.0M | ||
| Q2 25 | $332.0M | $162.0M | ||
| Q1 25 | $-665.0M | $64.0M | ||
| Q4 24 | $500.0M | $105.0M | ||
| Q3 24 | $610.0M | $183.0M | ||
| Q2 24 | $252.0M | $212.0M | ||
| Q1 24 | $-1.2B | $105.0M |
自由现金流BALLLPX
| Q4 25 | $1.0B | $-8.0M | ||
| Q3 25 | $257.0M | $5.0M | ||
| Q2 25 | $236.0M | $94.0M | ||
| Q1 25 | $-746.0M | $0 | ||
| Q4 24 | $393.0M | $43.0M | ||
| Q3 24 | $493.0M | $139.0M | ||
| Q2 24 | $146.0M | $176.0M | ||
| Q1 24 | $-1.4B | $64.0M |
自由现金流率BALLLPX
| Q4 25 | 31.1% | -1.4% | ||
| Q3 25 | 7.6% | 0.8% | ||
| Q2 25 | 7.1% | 12.5% | ||
| Q1 25 | -24.1% | 0.0% | ||
| Q4 24 | 13.6% | 6.3% | ||
| Q3 24 | 16.0% | 19.3% | ||
| Q2 24 | 4.9% | 21.6% | ||
| Q1 24 | -48.7% | 8.8% |
资本支出强度BALLLPX
| Q4 25 | 5.1% | 13.3% | ||
| Q3 25 | 3.8% | 12.7% | ||
| Q2 25 | 2.9% | 9.0% | ||
| Q1 25 | 2.6% | 8.8% | ||
| Q4 24 | 3.7% | 9.1% | ||
| Q3 24 | 3.8% | 6.1% | ||
| Q2 24 | 3.6% | 4.4% | ||
| Q1 24 | 5.4% | 5.7% |
现金转化率BALLLPX
| Q4 25 | 6.05× | — | ||
| Q3 25 | 1.20× | 9.89× | ||
| Q2 25 | 1.54× | 3.00× | ||
| Q1 25 | -3.72× | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 3.07× | 2.03× | ||
| Q2 24 | 1.58× | 1.32× | ||
| Q1 24 | -0.34× | 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
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
