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柯蒂斯-莱特（CW）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
柯蒂斯-莱特的季度营收约是LOUISIANA-PACIFIC CORP的1.6倍（$914.0M vs $566.0M），柯蒂斯-莱特净利率更高（14.0% vs -1.4%，领先15.4%），柯蒂斯-莱特同比增速更快（13.4% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-17.0M），过去两年柯蒂斯-莱特的营收复合增速更高（7.9% vs -11.6%）
柯蒂斯-莱特公司是总部位于美国北卡罗来纳州戴维森的制造与服务提供商，在美国内外均设有工厂及业务网点。公司1929年由柯蒂斯、莱特及多家供应商合并成立，成立之初即为美国最大航空企业，二战期间为美军生产了超14.2万台航空发动机。
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。
CW vs LPX — 直观对比
营收规模更大
CW
是对方的1.6倍
$566.0M
营收增速更快
CW
高出30.3%
-16.9%
净利率更高
CW
高出15.4%
-1.4%
自由现金流更多
LPX
多$9.0M
$-17.0M
两年增速更快
CW
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $914.0M | $566.0M |
| 净利润 | $128.2M | $-8.0M |
| 毛利率 | 36.3% | 15.0% |
| 营业利润率 | 17.5% | -1.6% |
| 净利率 | 14.0% | -1.4% |
| 营收同比 | 13.4% | -16.9% |
| 净利润同比 | 26.5% | -112.9% |
| 每股收益（稀释后） | $3.46 | $-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CWLPX
| Q1 26 | $914.0M | — | ||
| Q4 25 | $947.0M | $566.0M | ||
| Q3 25 | $869.2M | $663.0M | ||
| Q2 25 | $876.6M | $755.0M | ||
| Q1 25 | $805.6M | $724.0M | ||
| Q4 24 | $824.3M | $681.0M | ||
| Q3 24 | $798.9M | $722.0M | ||
| Q2 24 | $784.8M | $814.0M |
净利润CWLPX
| Q1 26 | $128.2M | — | ||
| Q4 25 | $137.0M | $-8.0M | ||
| Q3 25 | $124.8M | $9.0M | ||
| Q2 25 | $121.1M | $54.0M | ||
| Q1 25 | $101.3M | $91.0M | ||
| Q4 24 | $117.9M | $62.0M | ||
| Q3 24 | $111.2M | $90.0M | ||
| Q2 24 | $99.5M | $160.0M |
毛利率CWLPX
| Q1 26 | 36.3% | — | ||
| Q4 25 | 37.5% | 15.0% | ||
| Q3 25 | 37.7% | 19.5% | ||
| Q2 25 | 37.2% | 23.6% | ||
| Q1 25 | 36.3% | 27.2% | ||
| Q4 24 | 38.5% | 23.8% | ||
| Q3 24 | 37.3% | 26.7% | ||
| Q2 24 | 36.2% | 32.3% |
营业利润率CWLPX
| Q1 26 | 17.5% | — | ||
| Q4 25 | 19.2% | -1.6% | ||
| Q3 25 | 19.1% | 2.7% | ||
| Q2 25 | 17.8% | 10.6% | ||
| Q1 25 | 16.0% | 16.6% | ||
| Q4 24 | 18.8% | 11.0% | ||
| Q3 24 | 18.1% | 16.1% | ||
| Q2 24 | 16.4% | 23.8% |
净利率CWLPX
| Q1 26 | 14.0% | — | ||
| Q4 25 | 14.5% | -1.4% | ||
| Q3 25 | 14.4% | 1.4% | ||
| Q2 25 | 13.8% | 7.2% | ||
| Q1 25 | 12.6% | 12.6% | ||
| Q4 24 | 14.3% | 9.1% | ||
| Q3 24 | 13.9% | 12.5% | ||
| Q2 24 | 12.7% | 19.7% |
每股收益（稀释后）CWLPX
| Q1 26 | $3.46 | — | ||
| Q4 25 | $3.69 | $-0.12 | ||
| Q3 25 | $3.31 | $0.13 | ||
| Q2 25 | $3.19 | $0.77 | ||
| Q1 25 | $2.68 | $1.30 | ||
| Q4 24 | $3.09 | $0.90 | ||
| Q3 24 | $2.89 | $1.28 | ||
| Q2 24 | $2.58 | $2.23 |
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 | $343.4M | $292.0M |
| 总债务越低越好 | $757.6M | $348.0M |
| 股东权益账面价值 | $2.6B | $1.7B |
| 总资产 | $5.3B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.29× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资CWLPX
| Q1 26 | $343.4M | — | ||
| Q4 25 | — | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | — | $333.0M | ||
| Q1 25 | $226.5M | $256.0M | ||
| Q4 24 | $385.0M | $340.0M | ||
| Q3 24 | — | $346.0M | ||
| Q2 24 | — | $317.0M |
总债务CWLPX
| Q1 26 | $757.6M | — | ||
| Q4 25 | $957.9M | $348.0M | ||
| Q3 25 | $968.6M | $348.0M | ||
| Q2 25 | $958.4M | $348.0M | ||
| Q1 25 | $958.6M | $348.0M | ||
| Q4 24 | $1.0B | $348.0M | ||
| Q3 24 | $1.0B | $347.0M | ||
| Q2 24 | $1.0B | $347.0M |
股东权益CWLPX
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $2.5B | $1.7B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.5B | $1.7B | ||
| Q2 24 | $2.5B | $1.7B |
总资产CWLPX
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $2.6B | ||
| Q3 25 | $5.1B | $2.6B | ||
| Q2 25 | $5.2B | $2.7B | ||
| Q1 25 | $5.0B | $2.6B | ||
| Q4 24 | $5.0B | $2.6B | ||
| Q3 24 | $4.9B | $2.6B | ||
| Q2 24 | $4.7B | $2.5B |
负债/权益比CWLPX
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.38× | 0.20× | ||
| Q3 25 | 0.38× | 0.20× | ||
| Q2 25 | 0.35× | 0.20× | ||
| Q1 25 | 0.37× | 0.21× | ||
| Q4 24 | 0.43× | 0.21× | ||
| Q3 24 | 0.42× | 0.21× | ||
| Q2 24 | 0.43× | 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 | — | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-17.0M | $-8.0M |
| 自由现金流率自由现金流/营收 | -1.9% | -1.4% |
| 资本支出强度资本支出/营收 | 1.3% | 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 | $591.2M | $91.0M |
8季度趋势，按日历期对齐
经营现金流CWLPX
| Q1 26 | — | — | ||
| Q4 25 | $352.7M | $67.0M | ||
| Q3 25 | $192.8M | $89.0M | ||
| Q2 25 | $136.6M | $162.0M | ||
| Q1 25 | $-38.8M | $64.0M | ||
| Q4 24 | $301.3M | $105.0M | ||
| Q3 24 | $177.3M | $183.0M | ||
| Q2 24 | $111.3M | $212.0M |
自由现金流CWLPX
| Q1 26 | $-17.0M | — | ||
| Q4 25 | $315.1M | $-8.0M | ||
| Q3 25 | $175.9M | $5.0M | ||
| Q2 25 | $117.2M | $94.0M | ||
| Q1 25 | $-54.5M | $0 | ||
| Q4 24 | $278.0M | $43.0M | ||
| Q3 24 | $162.7M | $139.0M | ||
| Q2 24 | $100.3M | $176.0M |
自由现金流率CWLPX
| Q1 26 | -1.9% | — | ||
| Q4 25 | 33.3% | -1.4% | ||
| Q3 25 | 20.2% | 0.8% | ||
| Q2 25 | 13.4% | 12.5% | ||
| Q1 25 | -6.8% | 0.0% | ||
| Q4 24 | 33.7% | 6.3% | ||
| Q3 24 | 20.4% | 19.3% | ||
| Q2 24 | 12.8% | 21.6% |
资本支出强度CWLPX
| Q1 26 | 1.3% | — | ||
| Q4 25 | 4.0% | 13.3% | ||
| Q3 25 | 1.9% | 12.7% | ||
| Q2 25 | 2.2% | 9.0% | ||
| Q1 25 | 2.0% | 8.8% | ||
| Q4 24 | 2.8% | 9.1% | ||
| Q3 24 | 1.8% | 6.1% | ||
| Q2 24 | 1.4% | 4.4% |
现金转化率CWLPX
| Q1 26 | — | — | ||
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.54× | 9.89× | ||
| Q2 25 | 1.13× | 3.00× | ||
| Q1 25 | -0.38× | 0.70× | ||
| Q4 24 | 2.56× | 1.69× | ||
| Q3 24 | 1.59× | 2.03× | ||
| Q2 24 | 1.12× | 1.32× |
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
CW
暂无分部数据
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
