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Centuri Holdings, Inc.（CTRI）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
Centuri Holdings, Inc.的季度营收约是LOUISIANA-PACIFIC CORP的1.5倍（$858.6M vs $566.0M），Centuri Holdings, Inc.净利率更高（3.5% vs -1.4%，领先5.0%），Centuri Holdings, Inc.同比增速更快（19.7% vs -16.9%），Centuri Holdings, Inc.自由现金流更多（$66.3M vs $-8.0M），过去两年Centuri Holdings, Inc.的营收复合增速更高（27.5% vs -11.6%）
Centuri Holdings前身为Allied Leisure，是美国街机游戏制造商，总部位于佛罗里达州海厄利亚。20世纪80年代初，它是美国排名前六的投币式街机视频游戏设备供应商之一。1980年，原Taito美国总裁埃德·米勒与合伙人比尔·奥利吉斯收购Allied Leisure后，将其更名为Centuri。
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。
CTRI vs LPX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $858.6M | $566.0M |
| 净利润 | $30.4M | $-8.0M |
| 毛利率 | 9.4% | 15.0% |
| 营业利润率 | 4.3% | -1.6% |
| 净利率 | 3.5% | -1.4% |
| 营收同比 | 19.7% | -16.9% |
| 净利润同比 | 194.1% | -112.9% |
| 每股收益（稀释后） | $0.34 | $-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 | $858.6M | $566.0M | ||
| Q3 25 | $850.0M | $663.0M | ||
| Q2 25 | $724.1M | $755.0M | ||
| Q1 25 | $550.1M | $724.0M | ||
| Q4 24 | $717.1M | $681.0M | ||
| Q3 24 | $720.1M | $722.0M | ||
| Q2 24 | $672.1M | $814.0M | ||
| Q1 24 | $528.0M | $724.0M |
| Q4 25 | $30.4M | $-8.0M | ||
| Q3 25 | $2.1M | $9.0M | ||
| Q2 25 | $8.1M | $54.0M | ||
| Q1 25 | $-17.9M | $91.0M | ||
| Q4 24 | $10.3M | $62.0M | ||
| Q3 24 | $-3.7M | $90.0M | ||
| Q2 24 | $11.7M | $160.0M | ||
| Q1 24 | $-25.1M | $108.0M |
| Q4 25 | 9.4% | 15.0% | ||
| Q3 25 | 9.2% | 19.5% | ||
| Q2 25 | 9.4% | 23.6% | ||
| Q1 25 | 3.7% | 27.2% | ||
| Q4 24 | 9.9% | 23.8% | ||
| Q3 24 | 10.5% | 26.7% | ||
| Q2 24 | 9.0% | 32.3% | ||
| Q1 24 | 2.5% | 29.6% |
| Q4 25 | 4.3% | -1.6% | ||
| Q3 25 | 4.3% | 2.7% | ||
| Q2 25 | 4.4% | 10.6% | ||
| Q1 25 | -2.3% | 16.6% | ||
| Q4 24 | 4.7% | 11.0% | ||
| Q3 24 | 5.8% | 16.1% | ||
| Q2 24 | 4.9% | 23.8% | ||
| Q1 24 | -4.2% | 20.0% |
| Q4 25 | 3.5% | -1.4% | ||
| Q3 25 | 0.2% | 1.4% | ||
| Q2 25 | 1.1% | 7.2% | ||
| Q1 25 | -3.3% | 12.6% | ||
| Q4 24 | 1.4% | 9.1% | ||
| Q3 24 | -0.5% | 12.5% | ||
| Q2 24 | 1.7% | 19.7% | ||
| Q1 24 | -4.7% | 14.9% |
| Q4 25 | $0.34 | $-0.12 | ||
| Q3 25 | $0.02 | $0.13 | ||
| Q2 25 | $0.09 | $0.77 | ||
| Q1 25 | $-0.20 | $1.30 | ||
| Q4 24 | $0.17 | $0.90 | ||
| Q3 24 | $-0.04 | $1.28 | ||
| Q2 24 | $0.14 | $2.23 | ||
| Q1 24 | $-0.35 | $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 | $126.6M | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $873.0M | $1.7B |
| 总资产 | $2.4B | $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 | $126.6M | $292.0M | ||
| Q3 25 | $16.1M | $316.0M | ||
| Q2 25 | $28.3M | $333.0M | ||
| Q1 25 | $15.3M | $256.0M | ||
| Q4 24 | $49.0M | $340.0M | ||
| Q3 24 | $52.5M | $346.0M | ||
| Q2 24 | $30.9M | $317.0M | ||
| Q1 24 | $18.4M | $244.0M |
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
| Q4 25 | $873.0M | $1.7B | ||
| Q3 25 | $585.2M | $1.7B | ||
| Q2 25 | $567.1M | $1.7B | ||
| Q1 25 | $536.5M | $1.7B | ||
| Q4 24 | $555.6M | $1.7B | ||
| Q3 24 | $527.3M | $1.7B | ||
| Q2 24 | $530.4M | $1.7B | ||
| Q1 24 | $197.8M | $1.6B |
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.2B | $2.6B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.2B | $2.5B | ||
| Q1 24 | $2.1B | $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 | $83.9M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $66.3M | $-8.0M |
| 自由现金流率自由现金流/营收 | 7.7% | -1.4% |
| 资本支出强度资本支出/营收 | 2.0% | 13.3% |
| 现金转化率经营现金流/净利润 | 2.76× | — |
| 过去12个月自由现金流最近4个季度 | $-8.2M | $91.0M |
8季度趋势，按日历期对齐
| Q4 25 | $83.9M | $67.0M | ||
| Q3 25 | $5.2M | $89.0M | ||
| Q2 25 | $-27.7M | $162.0M | ||
| Q1 25 | $16.7M | $64.0M | ||
| Q4 24 | $61.0M | $105.0M | ||
| Q3 24 | $180.2M | $183.0M | ||
| Q2 24 | $-56.6M | $212.0M | ||
| Q1 24 | $-26.5M | $105.0M |
| Q4 25 | $66.3M | $-8.0M | ||
| Q3 25 | $-18.4M | $5.0M | ||
| Q2 25 | $-48.5M | $94.0M | ||
| Q1 25 | $-7.7M | $0 | ||
| Q4 24 | $27.8M | $43.0M | ||
| Q3 24 | $160.7M | $139.0M | ||
| Q2 24 | $-76.9M | $176.0M | ||
| Q1 24 | $-52.7M | $64.0M |
| Q4 25 | 7.7% | -1.4% | ||
| Q3 25 | -2.2% | 0.8% | ||
| Q2 25 | -6.7% | 12.5% | ||
| Q1 25 | -1.4% | 0.0% | ||
| Q4 24 | 3.9% | 6.3% | ||
| Q3 24 | 22.3% | 19.3% | ||
| Q2 24 | -11.4% | 21.6% | ||
| Q1 24 | -10.0% | 8.8% |
| Q4 25 | 2.0% | 13.3% | ||
| Q3 25 | 2.8% | 12.7% | ||
| Q2 25 | 2.9% | 9.0% | ||
| Q1 25 | 4.4% | 8.8% | ||
| Q4 24 | 4.6% | 9.1% | ||
| Q3 24 | 2.7% | 6.1% | ||
| Q2 24 | 3.0% | 4.4% | ||
| Q1 24 | 5.0% | 5.7% |
| Q4 25 | 2.76× | — | ||
| Q3 25 | 2.48× | 9.89× | ||
| Q2 25 | -3.43× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 5.90× | 1.69× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | -4.84× | 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
CTRI
| Master Services Agreement | $660.7M | 77% |
| Non Union Electric Segment | $163.4M | 19% |
| Related Party | $25.6M | 3% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
