vs
CrossAmerica Partners LP（CAPL）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
CrossAmerica Partners LP的季度营收约是LOUISIANA-PACIFIC CORP的1.5倍（$866.3M vs $566.0M），CrossAmerica Partners LP净利率更高（1.2% vs -1.4%，领先2.6%），CrossAmerica Partners LP同比增速更快（-8.3% vs -16.9%），CrossAmerica Partners LP自由现金流更多（$22.4M vs $-8.0M），过去两年CrossAmerica Partners LP的营收复合增速更高（-4.1% vs -11.6%）
塔峰资本合伙人（TowerBrook Capital Partners）是一家总部位于伦敦和纽约的投资管理公司，2005年从索罗斯基金管理分拆独立。该机构主打私募股权及结构性机会投资，曾收购奢侈品品牌Jimmy Choo控股权，截至2025年其管理规模超250亿美元，官网公示在管投资项目共110个。
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。
CAPL vs LPX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.3M | $566.0M |
| 净利润 | $10.2M | $-8.0M |
| 毛利率 | 12.4% | 15.0% |
| 营业利润率 | 3.0% | -1.6% |
| 净利率 | 1.2% | -1.4% |
| 营收同比 | -8.3% | -16.9% |
| 净利润同比 | -39.6% | -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
| Q4 25 | $866.3M | $566.0M | ||
| Q3 25 | $971.8M | $663.0M | ||
| Q2 25 | $961.9M | $755.0M | ||
| Q1 25 | $862.5M | $724.0M | ||
| Q4 24 | $944.2M | $681.0M | ||
| Q3 24 | $1.1B | $722.0M | ||
| Q2 24 | $1.1B | $814.0M | ||
| Q1 24 | $941.5M | $724.0M |
| Q4 25 | $10.2M | $-8.0M | ||
| Q3 25 | $13.6M | $9.0M | ||
| Q2 25 | $25.2M | $54.0M | ||
| Q1 25 | $-7.1M | $91.0M | ||
| Q4 24 | $16.9M | $62.0M | ||
| Q3 24 | $10.7M | $90.0M | ||
| Q2 24 | $12.4M | $160.0M | ||
| Q1 24 | $-17.5M | $108.0M |
| Q4 25 | 12.4% | 15.0% | ||
| Q3 25 | 10.8% | 19.5% | ||
| Q2 25 | 10.5% | 23.6% | ||
| Q1 25 | 10.4% | 27.2% | ||
| Q4 24 | 10.7% | 23.8% | ||
| Q3 24 | 10.3% | 26.7% | ||
| Q2 24 | 9.2% | 32.3% | ||
| Q1 24 | 8.6% | 29.6% |
| Q4 25 | 3.0% | -1.6% | ||
| Q3 25 | 2.9% | 2.7% | ||
| Q2 25 | 4.3% | 10.6% | ||
| Q1 25 | 0.2% | 16.6% | ||
| Q4 24 | 3.0% | 11.0% | ||
| Q3 24 | 2.5% | 16.1% | ||
| Q2 24 | 2.5% | 23.8% | ||
| Q1 24 | -1.4% | 20.0% |
| Q4 25 | 1.2% | -1.4% | ||
| Q3 25 | 1.4% | 1.4% | ||
| Q2 25 | 2.6% | 7.2% | ||
| Q1 25 | -0.8% | 12.6% | ||
| Q4 24 | 1.8% | 9.1% | ||
| Q3 24 | 1.0% | 12.5% | ||
| Q2 24 | 1.1% | 19.7% | ||
| Q1 24 | -1.9% | 14.9% |
| Q4 25 | $0.24 | $-0.12 | ||
| Q3 25 | $0.34 | $0.13 | ||
| Q2 25 | $0.64 | $0.77 | ||
| Q1 25 | $-0.20 | $1.30 | ||
| Q4 24 | $0.42 | $0.90 | ||
| Q3 24 | $0.27 | $1.28 | ||
| Q2 24 | $0.31 | $2.23 | ||
| Q1 24 | $-0.48 | $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 | $3.1M | $292.0M |
| 总债务越低越好 | $687.2M | $348.0M |
| 股东权益账面价值 | — | $1.7B |
| 总资产 | $964.7M | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
| Q4 25 | $3.1M | $292.0M | ||
| Q3 25 | $5.8M | $316.0M | ||
| Q2 25 | $9.7M | $333.0M | ||
| Q1 25 | $6.7M | $256.0M | ||
| Q4 24 | $3.4M | $340.0M | ||
| Q3 24 | $7.8M | $346.0M | ||
| Q2 24 | $5.5M | $317.0M | ||
| Q1 24 | $6.3M | $244.0M |
| Q4 25 | $687.2M | $348.0M | ||
| Q3 25 | $700.8M | $348.0M | ||
| Q2 25 | $722.7M | $348.0M | ||
| Q1 25 | $774.1M | $348.0M | ||
| Q4 24 | $763.9M | $348.0M | ||
| Q3 24 | $769.2M | $347.0M | ||
| Q2 24 | $786.7M | $347.0M | ||
| Q1 24 | $795.8M | $347.0M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.6B |
| Q4 25 | $964.7M | $2.6B | ||
| Q3 25 | $998.9M | $2.6B | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $1.1B | $2.6B | ||
| Q4 24 | $1.1B | $2.6B | ||
| Q3 24 | $1.1B | $2.6B | ||
| Q2 24 | $1.2B | $2.5B | ||
| Q1 24 | $1.2B | $2.5B |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 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 | $29.4M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $-8.0M |
| 自由现金流率自由现金流/营收 | 2.6% | -1.4% |
| 资本支出强度资本支出/营收 | 0.8% | 13.3% |
| 现金转化率经营现金流/净利润 | 2.89× | — |
| 过去12个月自由现金流最近4个季度 | $55.8M | $91.0M |
8季度趋势，按日历期对齐
| Q4 25 | $29.4M | $67.0M | ||
| Q3 25 | $24.4M | $89.0M | ||
| Q2 25 | $22.6M | $162.0M | ||
| Q1 25 | $15.0M | $64.0M | ||
| Q4 24 | $11.1M | $105.0M | ||
| Q3 24 | $41.9M | $183.0M | ||
| Q2 24 | $28.9M | $212.0M | ||
| Q1 24 | $5.8M | $105.0M |
| Q4 25 | $22.4M | $-8.0M | ||
| Q3 25 | $17.7M | $5.0M | ||
| Q2 25 | $10.8M | $94.0M | ||
| Q1 25 | $4.9M | $0 | ||
| Q4 24 | $3.9M | $43.0M | ||
| Q3 24 | $34.2M | $139.0M | ||
| Q2 24 | $23.6M | $176.0M | ||
| Q1 24 | $-289.0K | $64.0M |
| Q4 25 | 2.6% | -1.4% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 1.1% | 12.5% | ||
| Q1 25 | 0.6% | 0.0% | ||
| Q4 24 | 0.4% | 6.3% | ||
| Q3 24 | 3.2% | 19.3% | ||
| Q2 24 | 2.1% | 21.6% | ||
| Q1 24 | -0.0% | 8.8% |
| Q4 25 | 0.8% | 13.3% | ||
| Q3 25 | 0.7% | 12.7% | ||
| Q2 25 | 1.2% | 9.0% | ||
| Q1 25 | 1.2% | 8.8% | ||
| Q4 24 | 0.8% | 9.1% | ||
| Q3 24 | 0.7% | 6.1% | ||
| Q2 24 | 0.5% | 4.4% | ||
| Q1 24 | 0.6% | 5.7% |
| Q4 25 | 2.89× | — | ||
| Q3 25 | 1.79× | 9.89× | ||
| Q2 25 | 0.90× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 0.66× | 1.69× | ||
| Q3 24 | 3.92× | 2.03× | ||
| Q2 24 | 2.33× | 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
CAPL
| Retail Segment | $505.3M | 58% |
| Wholesale | $360.9M | 42% |
| Other | $1.2M | 0% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
