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B&G Foods, Inc.（BGS）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B&G Foods, Inc.的1.3倍（$566.0M vs $439.3M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -4.4%，领先2.9%），B&G Foods, Inc.同比增速更快（-4.7% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-70.7M），过去两年LOUISIANA-PACIFIC CORP的营收复合增速更高（-11.6% vs -12.8%）
B&G Foods是总部位于美国新泽西州帕西帕尼的品牌食品控股企业，创立于1996年，成立初衷是收购1889年诞生于曼哈顿的酸黄瓜、调味酱及调味品生产商Bloch & Guggenheimer，如今在北美食品领域拥有众多知名品牌。
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。
BGS vs LPX — 直观对比
营收规模更大
LPX
是对方的1.3倍
$439.3M
营收增速更快
BGS
高出12.2%
-16.9%
净利率更高
LPX
高出2.9%
-4.4%
自由现金流更多
LPX
多$62.7M
$-70.7M
两年增速更快
LPX
近两年复合增速
-12.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $439.3M | $566.0M |
| 净利润 | $-19.1M | $-8.0M |
| 毛利率 | 22.5% | 15.0% |
| 营业利润率 | 2.5% | -1.6% |
| 净利率 | -4.4% | -1.4% |
| 营收同比 | -4.7% | -16.9% |
| 净利润同比 | -356.5% | -112.9% |
| 每股收益（稀释后） | $-0.24 | $-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BGSLPX
| Q4 25 | — | $566.0M | ||
| Q3 25 | $439.3M | $663.0M | ||
| Q2 25 | $424.4M | $755.0M | ||
| Q1 25 | $425.4M | $724.0M | ||
| Q4 24 | $551.6M | $681.0M | ||
| Q3 24 | $461.1M | $722.0M | ||
| Q2 24 | $444.6M | $814.0M | ||
| Q1 24 | $475.2M | $724.0M |
净利润BGSLPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | $-19.1M | $9.0M | ||
| Q2 25 | $-9.8M | $54.0M | ||
| Q1 25 | $835.0K | $91.0M | ||
| Q4 24 | $-222.4M | $62.0M | ||
| Q3 24 | $7.5M | $90.0M | ||
| Q2 24 | $3.9M | $160.0M | ||
| Q1 24 | $-40.2M | $108.0M |
毛利率BGSLPX
| Q4 25 | — | 15.0% | ||
| Q3 25 | 22.5% | 19.5% | ||
| Q2 25 | 20.5% | 23.6% | ||
| Q1 25 | 21.2% | 27.2% | ||
| Q4 24 | 21.5% | 23.8% | ||
| Q3 24 | 22.2% | 26.7% | ||
| Q2 24 | 20.7% | 32.3% | ||
| Q1 24 | 22.9% | 29.6% |
营业利润率BGSLPX
| Q4 25 | — | -1.6% | ||
| Q3 25 | 2.5% | 2.7% | ||
| Q2 25 | 5.2% | 10.6% | ||
| Q1 25 | 8.4% | 16.6% | ||
| Q4 24 | -46.6% | 11.0% | ||
| Q3 24 | 11.1% | 16.1% | ||
| Q2 24 | 9.9% | 23.8% | ||
| Q1 24 | -3.3% | 20.0% |
净利率BGSLPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | -4.4% | 1.4% | ||
| Q2 25 | -2.3% | 7.2% | ||
| Q1 25 | 0.2% | 12.6% | ||
| Q4 24 | -40.3% | 9.1% | ||
| Q3 24 | 1.6% | 12.5% | ||
| Q2 24 | 0.9% | 19.7% | ||
| Q1 24 | -8.5% | 14.9% |
每股收益（稀释后）BGSLPX
| Q4 25 | — | $-0.12 | ||
| Q3 25 | $-0.24 | $0.13 | ||
| Q2 25 | $-0.12 | $0.77 | ||
| Q1 25 | $0.01 | $1.30 | ||
| Q4 24 | $-2.81 | $0.90 | ||
| Q3 24 | $0.09 | $1.28 | ||
| Q2 24 | $0.05 | $2.23 | ||
| Q1 24 | $-0.51 | $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 | $60.9M | $292.0M |
| 总债务越低越好 | $2.0B | $348.0M |
| 股东权益账面价值 | $470.7M | $1.7B |
| 总资产 | $2.9B | $2.6B |
| 负债/权益比越低杠杆越低 | 4.30× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资BGSLPX
| Q4 25 | — | $292.0M | ||
| Q3 25 | $60.9M | $316.0M | ||
| Q2 25 | $54.1M | $333.0M | ||
| Q1 25 | $61.2M | $256.0M | ||
| Q4 24 | $50.6M | $340.0M | ||
| Q3 24 | $54.7M | $346.0M | ||
| Q2 24 | $40.3M | $317.0M | ||
| Q1 24 | $42.5M | $244.0M |
总债务BGSLPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | $2.0B | $348.0M | ||
| Q2 25 | $2.0B | $348.0M | ||
| Q1 25 | $2.0B | $348.0M | ||
| Q4 24 | $2.0B | $348.0M | ||
| Q3 24 | $2.1B | $347.0M | ||
| Q2 24 | $2.0B | $347.0M | ||
| Q1 24 | $2.0B | $347.0M |
股东权益BGSLPX
| Q4 25 | — | $1.7B | ||
| Q3 25 | $470.7M | $1.7B | ||
| Q2 25 | $501.4M | $1.7B | ||
| Q1 25 | $513.1M | $1.7B | ||
| Q4 24 | $524.8M | $1.7B | ||
| Q3 24 | $755.3M | $1.7B | ||
| Q2 24 | $765.0M | $1.7B | ||
| Q1 24 | $781.2M | $1.6B |
总资产BGSLPX
| Q4 25 | — | $2.6B | ||
| Q3 25 | $2.9B | $2.6B | ||
| Q2 25 | $2.9B | $2.7B | ||
| Q1 25 | $3.0B | $2.6B | ||
| Q4 24 | $3.0B | $2.6B | ||
| Q3 24 | $3.4B | $2.6B | ||
| Q2 24 | $3.4B | $2.5B | ||
| Q1 24 | $3.4B | $2.5B |
负债/权益比BGSLPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | 4.30× | 0.20× | ||
| Q2 25 | 3.97× | 0.20× | ||
| Q1 25 | 3.91× | 0.21× | ||
| Q4 24 | 3.85× | 0.21× | ||
| Q3 24 | 2.75× | 0.21× | ||
| Q2 24 | 2.67× | 0.21× | ||
| Q1 24 | 2.61× | 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 | $-64.6M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-70.7M | $-8.0M |
| 自由现金流率自由现金流/营收 | -16.1% | -1.4% |
| 资本支出强度资本支出/营收 | 1.4% | 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 | $54.8M | $91.0M |
8季度趋势，按日历期对齐
经营现金流BGSLPX
| Q4 25 | — | $67.0M | ||
| Q3 25 | $-64.6M | $89.0M | ||
| Q2 25 | $17.8M | $162.0M | ||
| Q1 25 | $52.7M | $64.0M | ||
| Q4 24 | $80.3M | $105.0M | ||
| Q3 24 | $4.2M | $183.0M | ||
| Q2 24 | $11.3M | $212.0M | ||
| Q1 24 | $35.1M | $105.0M |
自由现金流BGSLPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | $-70.7M | $5.0M | ||
| Q2 25 | $11.5M | $94.0M | ||
| Q1 25 | $42.4M | $0 | ||
| Q4 24 | $71.7M | $43.0M | ||
| Q3 24 | $-679.0K | $139.0M | ||
| Q2 24 | $5.2M | $176.0M | ||
| Q1 24 | $27.5M | $64.0M |
自由现金流率BGSLPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | -16.1% | 0.8% | ||
| Q2 25 | 2.7% | 12.5% | ||
| Q1 25 | 10.0% | 0.0% | ||
| Q4 24 | 13.0% | 6.3% | ||
| Q3 24 | -0.1% | 19.3% | ||
| Q2 24 | 1.2% | 21.6% | ||
| Q1 24 | 5.8% | 8.8% |
资本支出强度BGSLPX
| Q4 25 | — | 13.3% | ||
| Q3 25 | 1.4% | 12.7% | ||
| Q2 25 | 1.5% | 9.0% | ||
| Q1 25 | 2.4% | 8.8% | ||
| Q4 24 | 1.6% | 9.1% | ||
| Q3 24 | 1.0% | 6.1% | ||
| Q2 24 | 1.4% | 4.4% | ||
| Q1 24 | 1.6% | 5.7% |
现金转化率BGSLPX
| Q4 25 | — | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | 63.17× | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 0.56× | 2.03× | ||
| Q2 24 | 2.87× | 1.32× | ||
| Q1 24 | — | 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
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
