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COMPASS MINERALS INTERNATIONAL INC（CMP）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COMPASS MINERALS INTERNATIONAL INC的1.4倍（$566.0M vs $396.1M），COMPASS MINERALS INTERNATIONAL INC净利率更高（4.7% vs -1.4%，领先6.1%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-59.8M），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs -11.6%）
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
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。
CMP vs LPX — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $566.0M |
| 净利润 | $18.6M | $-8.0M |
| 毛利率 | 16.0% | 15.0% |
| 营业利润率 | 9.2% | -1.6% |
| 净利率 | 4.7% | -1.4% |
| 营收同比 | 28.9% | -16.9% |
| 净利润同比 | 178.8% | -112.9% |
| 每股收益（稀释后） | $0.43 | $-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 | $396.1M | $566.0M | ||
| Q3 25 | $227.5M | $663.0M | ||
| Q2 25 | $214.6M | $755.0M | ||
| Q1 25 | $494.6M | $724.0M | ||
| Q4 24 | $307.2M | $681.0M | ||
| Q3 24 | $208.8M | $722.0M | ||
| Q2 24 | $202.9M | $814.0M | ||
| Q1 24 | $364.0M | $724.0M |
| Q4 25 | $18.6M | $-8.0M | ||
| Q3 25 | $-7.2M | $9.0M | ||
| Q2 25 | $-17.0M | $54.0M | ||
| Q1 25 | $-32.0M | $91.0M | ||
| Q4 24 | $-23.6M | $62.0M | ||
| Q3 24 | $-48.3M | $90.0M | ||
| Q2 24 | $-43.6M | $160.0M | ||
| Q1 24 | $-38.9M | $108.0M |
| Q4 25 | 16.0% | 15.0% | ||
| Q3 25 | 16.9% | 19.5% | ||
| Q2 25 | 19.2% | 23.6% | ||
| Q1 25 | 15.5% | 27.2% | ||
| Q4 24 | 11.2% | 23.8% | ||
| Q3 24 | 9.3% | 26.7% | ||
| Q2 24 | 16.1% | 32.3% | ||
| Q1 24 | 19.7% | 29.6% |
| Q4 25 | 9.2% | -1.6% | ||
| Q3 25 | 5.3% | 2.7% | ||
| Q2 25 | 7.4% | 10.6% | ||
| Q1 25 | -0.6% | 16.6% | ||
| Q4 24 | 0.2% | 11.0% | ||
| Q3 24 | -14.3% | 16.1% | ||
| Q2 24 | 2.9% | 23.8% | ||
| Q1 24 | -10.8% | 20.0% |
| Q4 25 | 4.7% | -1.4% | ||
| Q3 25 | -3.2% | 1.4% | ||
| Q2 25 | -7.9% | 7.2% | ||
| Q1 25 | -6.5% | 12.6% | ||
| Q4 24 | -7.7% | 9.1% | ||
| Q3 24 | -23.1% | 12.5% | ||
| Q2 24 | -21.5% | 19.7% | ||
| Q1 24 | -10.7% | 14.9% |
| Q4 25 | $0.43 | $-0.12 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | $-0.41 | $0.77 | ||
| Q1 25 | $-0.77 | $1.30 | ||
| Q4 24 | $-0.57 | $0.90 | ||
| Q3 24 | $-1.17 | $1.28 | ||
| Q2 24 | $-1.05 | $2.23 | ||
| Q1 24 | $-0.94 | $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 | $46.7M | $292.0M |
| 总债务越低越好 | $890.0M | $348.0M |
| 股东权益账面价值 | $260.5M | $1.7B |
| 总资产 | $1.5B | $2.6B |
| 负债/权益比越低杠杆越低 | 3.42× | 0.20× |
8季度趋势，按日历期对齐
| Q4 25 | $46.7M | $292.0M | ||
| Q3 25 | $59.7M | $316.0M | ||
| Q2 25 | $79.4M | $333.0M | ||
| Q1 25 | $49.5M | $256.0M | ||
| Q4 24 | $45.8M | $340.0M | ||
| Q3 24 | $20.2M | $346.0M | ||
| Q2 24 | $12.8M | $317.0M | ||
| Q1 24 | $38.3M | $244.0M |
| Q4 25 | $890.0M | $348.0M | ||
| Q3 25 | $839.8M | $348.0M | ||
| Q2 25 | $833.4M | $348.0M | ||
| Q1 25 | $807.6M | $348.0M | ||
| Q4 24 | $974.4M | $348.0M | ||
| Q3 24 | $921.2M | $347.0M | ||
| Q2 24 | $875.1M | $347.0M | ||
| Q1 24 | $877.2M | $347.0M |
| Q4 25 | $260.5M | $1.7B | ||
| Q3 25 | $234.1M | $1.7B | ||
| Q2 25 | $249.8M | $1.7B | ||
| Q1 25 | $236.5M | $1.7B | ||
| Q4 24 | $263.0M | $1.7B | ||
| Q3 24 | $316.6M | $1.7B | ||
| Q2 24 | $352.1M | $1.7B | ||
| Q1 24 | $400.4M | $1.6B |
| Q4 25 | $1.5B | $2.6B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.7B | ||
| Q1 25 | $1.5B | $2.6B | ||
| Q4 24 | $1.7B | $2.6B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.6B | $2.5B | ||
| Q1 24 | $1.7B | $2.5B |
| Q4 25 | 3.42× | 0.20× | ||
| Q3 25 | 3.59× | 0.20× | ||
| Q2 25 | 3.34× | 0.20× | ||
| Q1 25 | 3.41× | 0.21× | ||
| Q4 24 | 3.70× | 0.21× | ||
| Q3 24 | 2.91× | 0.21× | ||
| Q2 24 | 2.49× | 0.21× | ||
| Q1 24 | 2.19× | 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 | $-37.0M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | $-8.0M |
| 自由现金流率自由现金流/营收 | -15.1% | -1.4% |
| 资本支出强度资本支出/营收 | 5.8% | 13.3% |
| 现金转化率经营现金流/净利润 | -1.99× | — |
| 过去12个月自由现金流最近4个季度 | $94.1M | $91.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-37.0M | $67.0M | ||
| Q3 25 | $-6.9M | $89.0M | ||
| Q2 25 | $21.8M | $162.0M | ||
| Q1 25 | $186.9M | $64.0M | ||
| Q4 24 | $-4.1M | $105.0M | ||
| Q3 24 | $-12.7M | $183.0M | ||
| Q2 24 | $-6.8M | $212.0M | ||
| Q1 24 | $86.2M | $105.0M |
| Q4 25 | $-59.8M | $-8.0M | ||
| Q3 25 | $-22.8M | $5.0M | ||
| Q2 25 | $3.8M | $94.0M | ||
| Q1 25 | $172.9M | $0 | ||
| Q4 24 | $-25.9M | $43.0M | ||
| Q3 24 | $-33.6M | $139.0M | ||
| Q2 24 | $-21.5M | $176.0M | ||
| Q1 24 | $56.2M | $64.0M |
| Q4 25 | -15.1% | -1.4% | ||
| Q3 25 | -10.0% | 0.8% | ||
| Q2 25 | 1.8% | 12.5% | ||
| Q1 25 | 35.0% | 0.0% | ||
| Q4 24 | -8.4% | 6.3% | ||
| Q3 24 | -16.1% | 19.3% | ||
| Q2 24 | -10.6% | 21.6% | ||
| Q1 24 | 15.4% | 8.8% |
| Q4 25 | 5.8% | 13.3% | ||
| Q3 25 | 7.0% | 12.7% | ||
| Q2 25 | 8.4% | 9.0% | ||
| Q1 25 | 2.8% | 8.8% | ||
| Q4 24 | 7.1% | 9.1% | ||
| Q3 24 | 10.0% | 6.1% | ||
| Q2 24 | 7.2% | 4.4% | ||
| Q1 24 | 8.2% | 5.7% |
| Q4 25 | -1.99× | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 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
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
