vs
GE医疗（DHC）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GE医疗的1.5倍（$566.0M vs $379.6M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -5.6%，领先4.2%），GE医疗同比增速更快（-0.0% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-166.4M），过去两年GE医疗的营收复合增速更高（1.2% vs -11.6%）
GE医疗是一家总部位于美国伊利诺伊州芝加哥市的医疗科技企业，业务涵盖四大板块：医疗影像设备，包括分子成像、CT、核磁共振、妇科健康筛查及X光系统；超声设备；患者护理解决方案，聚焦远程患者监测、麻醉呼吸护理、心脏诊断及婴幼儿护理；此外还涉及医药相关领域，是全球医疗行业的知名企业。
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。
DHC vs LPX — 直观对比
营收规模更大
LPX
是对方的1.5倍
$379.6M
营收增速更快
DHC
高出16.9%
-16.9%
净利率更高
LPX
高出4.2%
-5.6%
自由现金流更多
LPX
多$158.4M
$-166.4M
两年增速更快
DHC
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $379.6M | $566.0M |
| 净利润 | $-21.2M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | -12.6% | -1.6% |
| 净利率 | -5.6% | -1.4% |
| 营收同比 | -0.0% | -16.9% |
| 净利润同比 | 75.7% | -112.9% |
| 每股收益（稀释后） | $-0.09 | $-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DHCLPX
| Q4 25 | $379.6M | $566.0M | ||
| Q3 25 | $388.7M | $663.0M | ||
| Q2 25 | $382.7M | $755.0M | ||
| Q1 25 | $386.9M | $724.0M | ||
| Q4 24 | $379.6M | $681.0M | ||
| Q3 24 | $373.6M | $722.0M | ||
| Q2 24 | $371.4M | $814.0M | ||
| Q1 24 | $370.8M | $724.0M |
净利润DHCLPX
| Q4 25 | $-21.2M | $-8.0M | ||
| Q3 25 | $-164.0M | $9.0M | ||
| Q2 25 | $-91.6M | $54.0M | ||
| Q1 25 | $-9.0M | $91.0M | ||
| Q4 24 | $-87.4M | $62.0M | ||
| Q3 24 | $-98.7M | $90.0M | ||
| Q2 24 | $-97.9M | $160.0M | ||
| Q1 24 | $-86.3M | $108.0M |
毛利率DHCLPX
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% | ||
| Q1 24 | — | 29.6% |
营业利润率DHCLPX
| Q4 25 | -12.6% | -1.6% | ||
| Q3 25 | -43.4% | 2.7% | ||
| Q2 25 | -24.5% | 10.6% | ||
| Q1 25 | -2.7% | 16.6% | ||
| Q4 24 | -26.1% | 11.0% | ||
| Q3 24 | -26.5% | 16.1% | ||
| Q2 24 | -23.0% | 23.8% | ||
| Q1 24 | -23.7% | 20.0% |
净利率DHCLPX
| Q4 25 | -5.6% | -1.4% | ||
| Q3 25 | -42.2% | 1.4% | ||
| Q2 25 | -23.9% | 7.2% | ||
| Q1 25 | -2.3% | 12.6% | ||
| Q4 24 | -23.0% | 9.1% | ||
| Q3 24 | -26.4% | 12.5% | ||
| Q2 24 | -26.3% | 19.7% | ||
| Q1 24 | -23.3% | 14.9% |
每股收益（稀释后）DHCLPX
| Q4 25 | $-0.09 | $-0.12 | ||
| Q3 25 | $-0.68 | $0.13 | ||
| Q2 25 | $-0.38 | $0.77 | ||
| Q1 25 | $-0.04 | $1.30 | ||
| Q4 24 | $-0.37 | $0.90 | ||
| Q3 24 | $-0.41 | $1.28 | ||
| Q2 24 | $-0.41 | $2.23 | ||
| Q1 24 | $-0.36 | $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 | $105.4M | $292.0M |
| 总债务越低越好 | $2.4B | $348.0M |
| 股东权益账面价值 | $1.7B | $1.7B |
| 总资产 | $4.4B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.47× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资DHCLPX
| Q4 25 | $105.4M | $292.0M | ||
| Q3 25 | $201.4M | $316.0M | ||
| Q2 25 | $141.8M | $333.0M | ||
| Q1 25 | $302.6M | $256.0M | ||
| Q4 24 | $144.6M | $340.0M | ||
| Q3 24 | $256.5M | $346.0M | ||
| Q2 24 | $265.6M | $317.0M | ||
| Q1 24 | $207.1M | $244.0M |
总债务DHCLPX
| Q4 25 | $2.4B | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | $3.1B | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益DHCLPX
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.7B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $2.1B | $1.7B | ||
| Q1 24 | $2.2B | $1.6B |
总资产DHCLPX
| Q4 25 | $4.4B | $2.6B | ||
| Q3 25 | $4.7B | $2.6B | ||
| Q2 25 | $4.8B | $2.7B | ||
| Q1 25 | $5.0B | $2.6B | ||
| Q4 24 | $5.1B | $2.6B | ||
| Q3 24 | $5.3B | $2.6B | ||
| Q2 24 | $5.3B | $2.5B | ||
| Q1 24 | $5.3B | $2.5B |
负债/权益比DHCLPX
| Q4 25 | 1.47× | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 1.56× | 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 | $-19.6M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-166.4M | $-8.0M |
| 自由现金流率自由现金流/营收 | -43.8% | -1.4% |
| 资本支出强度资本支出/营收 | 38.7% | 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 | $-280.3M | $91.0M |
8季度趋势，按日历期对齐
经营现金流DHCLPX
| Q4 25 | $-19.6M | $67.0M | ||
| Q3 25 | $-49.3M | $89.0M | ||
| Q2 25 | $53.0M | $162.0M | ||
| Q1 25 | $-3.2M | $64.0M | ||
| Q4 24 | $112.2M | $105.0M | ||
| Q3 24 | $21.1M | $183.0M | ||
| Q2 24 | $44.3M | $212.0M | ||
| Q1 24 | $28.6M | $105.0M |
自由现金流DHCLPX
| Q4 25 | $-166.4M | $-8.0M | ||
| Q3 25 | $-89.8M | $5.0M | ||
| Q2 25 | $18.8M | $94.0M | ||
| Q1 25 | $-42.9M | $0 | ||
| Q4 24 | $-89.5M | $43.0M | ||
| Q3 24 | $-26.1M | $139.0M | ||
| Q2 24 | $3.3M | $176.0M | ||
| Q1 24 | $-18.1M | $64.0M |
自由现金流率DHCLPX
| Q4 25 | -43.8% | -1.4% | ||
| Q3 25 | -23.1% | 0.8% | ||
| Q2 25 | 4.9% | 12.5% | ||
| Q1 25 | -11.1% | 0.0% | ||
| Q4 24 | -23.6% | 6.3% | ||
| Q3 24 | -7.0% | 19.3% | ||
| Q2 24 | 0.9% | 21.6% | ||
| Q1 24 | -4.9% | 8.8% |
资本支出强度DHCLPX
| Q4 25 | 38.7% | 13.3% | ||
| Q3 25 | 10.4% | 12.7% | ||
| Q2 25 | 8.9% | 9.0% | ||
| Q1 25 | 10.2% | 8.8% | ||
| Q4 24 | 53.1% | 9.1% | ||
| Q3 24 | 12.6% | 6.1% | ||
| Q2 24 | 11.0% | 4.4% | ||
| Q1 24 | 12.6% | 5.7% |
现金转化率DHCLPX
| Q4 25 | — | — | ||
| 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
DHC
| Senior Housing Operating Portfolio Segment | $323.4M | 85% |
| Rental Income | $56.2M | 15% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
