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AMCON DISTRIBUTING CO（DIT）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
AMCON DISTRIBUTING CO的季度营收约是LOUISIANA-PACIFIC CORP的1.3倍（$730.1M vs $566.0M），AMCON DISTRIBUTING CO净利率更高（0.1% vs -1.4%，领先1.5%），AMCON DISTRIBUTING CO同比增速更快（2.6% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-12.4M），过去两年AMCON DISTRIBUTING CO的营收复合增速更高（10.1% vs -11.6%）
AMCON Distributing Co是一家总部位于美国的消费品分销企业，主营食品、饮料、美妆个护、烟草及日用百货的分销业务，主要服务美国本土的独立便利店、食品零售商、药店及其他小型零售网点。
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。
DIT vs LPX — 直观对比
营收规模更大
DIT
是对方的1.3倍
$566.0M
营收增速更快
DIT
高出19.5%
-16.9%
净利率更高
DIT
高出1.5%
-1.4%
自由现金流更多
LPX
多$4.4M
$-12.4M
两年增速更快
DIT
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $730.1M | $566.0M |
| 净利润 | $793.0K | $-8.0M |
| 毛利率 | 6.6% | 15.0% |
| 营业利润率 | 0.5% | -1.6% |
| 净利率 | 0.1% | -1.4% |
| 营收同比 | 2.6% | -16.9% |
| 净利润同比 | 127.6% | -112.9% |
| 每股收益（稀释后） | $1.28 | $-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DITLPX
| Q4 25 | $730.1M | $566.0M | ||
| Q3 25 | $746.3M | $663.0M | ||
| Q2 25 | $739.6M | $755.0M | ||
| Q1 25 | $619.5M | $724.0M | ||
| Q4 24 | $711.3M | $681.0M | ||
| Q3 24 | $746.3M | $722.0M | ||
| Q2 24 | $717.9M | $814.0M | ||
| Q1 24 | $601.9M | $724.0M |
净利润DITLPX
| Q4 25 | $793.0K | $-8.0M | ||
| Q3 25 | $491.7K | $9.0M | ||
| Q2 25 | $1.3M | $54.0M | ||
| Q1 25 | $-1.6M | $91.0M | ||
| Q4 24 | $348.4K | $62.0M | ||
| Q3 24 | $1.2M | $90.0M | ||
| Q2 24 | $1.5M | $160.0M | ||
| Q1 24 | $539.5K | $108.0M |
毛利率DITLPX
| Q4 25 | 6.6% | 15.0% | ||
| Q3 25 | 6.5% | 19.5% | ||
| Q2 25 | 6.7% | 23.6% | ||
| Q1 25 | 6.9% | 27.2% | ||
| Q4 24 | 6.6% | 23.8% | ||
| Q3 24 | 6.5% | 26.7% | ||
| Q2 24 | 6.7% | 32.3% | ||
| Q1 24 | 7.0% | 29.6% |
营业利润率DITLPX
| Q4 25 | 0.5% | -1.6% | ||
| Q3 25 | 0.5% | 2.7% | ||
| Q2 25 | 0.7% | 10.6% | ||
| Q1 25 | 0.1% | 16.6% | ||
| Q4 24 | 0.5% | 11.0% | ||
| Q3 24 | 0.7% | 16.1% | ||
| Q2 24 | 0.8% | 23.8% | ||
| Q1 24 | 0.6% | 20.0% |
净利率DITLPX
| Q4 25 | 0.1% | -1.4% | ||
| Q3 25 | 0.1% | 1.4% | ||
| Q2 25 | 0.2% | 7.2% | ||
| Q1 25 | -0.3% | 12.6% | ||
| Q4 24 | 0.0% | 9.1% | ||
| Q3 24 | 0.2% | 12.5% | ||
| Q2 24 | 0.2% | 19.7% | ||
| Q1 24 | 0.1% | 14.9% |
每股收益（稀释后）DITLPX
| Q4 25 | $1.28 | $-0.12 | ||
| Q3 25 | $0.80 | $0.13 | ||
| Q2 25 | $2.13 | $0.77 | ||
| Q1 25 | $-2.58 | $1.30 | ||
| Q4 24 | $0.57 | $0.90 | ||
| Q3 24 | $2.02 | $1.28 | ||
| Q2 24 | $2.46 | $2.23 | ||
| Q1 24 | $0.89 | $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 | — | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $114.1M | $1.7B |
| 总资产 | $378.7M | $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
现金及短期投资DITLPX
| Q4 25 | — | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | — | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | — | $340.0M | ||
| Q3 24 | — | $346.0M | ||
| Q2 24 | — | $317.0M | ||
| Q1 24 | — | $244.0M |
总债务DITLPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | $16.5M | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | $21.8M | $347.0M | ||
| Q2 24 | $23.3M | $347.0M | ||
| Q1 24 | $20.5M | $347.0M |
股东权益DITLPX
| Q4 25 | $114.1M | $1.7B | ||
| Q3 25 | $113.1M | $1.7B | ||
| Q2 25 | $113.2M | $1.7B | ||
| Q1 25 | $111.4M | $1.7B | ||
| Q4 24 | $112.4M | $1.7B | ||
| Q3 24 | $111.7M | $1.7B | ||
| Q2 24 | $110.0M | $1.7B | ||
| Q1 24 | $108.0M | $1.6B |
总资产DITLPX
| Q4 25 | $378.7M | $2.6B | ||
| Q3 25 | $391.1M | $2.6B | ||
| Q2 25 | $393.9M | $2.7B | ||
| Q1 25 | $392.0M | $2.6B | ||
| Q4 24 | $404.7M | $2.6B | ||
| Q3 24 | $374.1M | $2.6B | ||
| Q2 24 | $400.6M | $2.5B | ||
| Q1 24 | $336.2M | $2.5B |
负债/权益比DITLPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.15× | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | 0.19× | 0.21× | ||
| Q2 24 | 0.21× | 0.21× | ||
| Q1 24 | 0.19× | 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 | $-11.7M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-12.4M | $-8.0M |
| 自由现金流率自由现金流/营收 | -1.7% | -1.4% |
| 资本支出强度资本支出/营收 | 0.1% | 13.3% |
| 现金转化率经营现金流/净利润 | -14.75× | — |
| 过去12个月自由现金流最近4个季度 | $40.6M | $91.0M |
8季度趋势，按日历期对齐
经营现金流DITLPX
| Q4 25 | $-11.7M | $67.0M | ||
| Q3 25 | $31.1M | $89.0M | ||
| Q2 25 | $-7.0M | $162.0M | ||
| Q1 25 | $34.4M | $64.0M | ||
| Q4 24 | $-39.9M | $105.0M | ||
| Q3 24 | $41.0M | $183.0M | ||
| Q2 24 | $-26.9M | $212.0M | ||
| Q1 24 | $48.8M | $105.0M |
自由现金流DITLPX
| Q4 25 | $-12.4M | $-8.0M | ||
| Q3 25 | $30.4M | $5.0M | ||
| Q2 25 | $-8.8M | $94.0M | ||
| Q1 25 | $31.4M | $0 | ||
| Q4 24 | $-43.3M | $43.0M | ||
| Q3 24 | $37.4M | $139.0M | ||
| Q2 24 | $-32.6M | $176.0M | ||
| Q1 24 | $41.6M | $64.0M |
自由现金流率DITLPX
| Q4 25 | -1.7% | -1.4% | ||
| Q3 25 | 4.1% | 0.8% | ||
| Q2 25 | -1.2% | 12.5% | ||
| Q1 25 | 5.1% | 0.0% | ||
| Q4 24 | -6.1% | 6.3% | ||
| Q3 24 | 5.0% | 19.3% | ||
| Q2 24 | -4.5% | 21.6% | ||
| Q1 24 | 6.9% | 8.8% |
资本支出强度DITLPX
| Q4 25 | 0.1% | 13.3% | ||
| Q3 25 | 0.1% | 12.7% | ||
| Q2 25 | 0.2% | 9.0% | ||
| Q1 25 | 0.5% | 8.8% | ||
| Q4 24 | 0.5% | 9.1% | ||
| Q3 24 | 0.5% | 6.1% | ||
| Q2 24 | 0.8% | 4.4% | ||
| Q1 24 | 1.2% | 5.7% |
现金转化率DITLPX
| Q4 25 | -14.75× | — | ||
| Q3 25 | 63.32× | 9.89× | ||
| Q2 25 | -5.33× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | -114.43× | 1.69× | ||
| Q3 24 | 33.16× | 2.03× | ||
| Q2 24 | -18.05× | 1.32× | ||
| Q1 24 | 90.37× | 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
DIT
| Cigarettes | $446.5M | 61% |
| Tobacco | $143.7M | 20% |
| Tobacco Food Service And Other | $82.3M | 11% |
| Confectionery | $46.7M | 6% |
| Retail Segment | $10.8M | 1% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
