vs
伊萨（ESAB）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
伊萨的季度营收约是LOUISIANA-PACIFIC CORP的1.3倍（$745.6M vs $566.0M），伊萨净利率更高（6.6% vs -1.4%，领先8.0%），伊萨同比增速更快（9.9% vs -16.9%），过去两年伊萨的营收复合增速更高（4.0% vs -11.6%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
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。
ESAB vs LPX — 直观对比
营收规模更大
ESAB
是对方的1.3倍
$566.0M
营收增速更快
ESAB
高出26.8%
-16.9%
净利率更高
ESAB
高出8.0%
-1.4%
两年增速更快
ESAB
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $566.0M |
| 净利润 | $49.2M | $-8.0M |
| 毛利率 | 36.9% | 15.0% |
| 营业利润率 | 12.1% | -1.6% |
| 净利率 | 6.6% | -1.4% |
| 营收同比 | 9.9% | -16.9% |
| 净利润同比 | -29.3% | -112.9% |
| 每股收益（稀释后） | $0.78 | $-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ESABLPX
| Q1 26 | $745.6M | — | ||
| Q4 25 | $727.8M | $566.0M | ||
| Q3 25 | $715.6M | $663.0M | ||
| Q2 25 | $678.1M | $755.0M | ||
| Q1 25 | — | $724.0M | ||
| Q4 24 | $670.8M | $681.0M | ||
| Q3 24 | $673.3M | $722.0M | ||
| Q2 24 | $707.1M | $814.0M |
净利润ESABLPX
| Q1 26 | $49.2M | — | ||
| Q4 25 | $54.8M | $-8.0M | ||
| Q3 25 | $66.9M | $9.0M | ||
| Q2 25 | $67.4M | $54.0M | ||
| Q1 25 | — | $91.0M | ||
| Q4 24 | $53.7M | $62.0M | ||
| Q3 24 | $68.2M | $90.0M | ||
| Q2 24 | $82.9M | $160.0M |
毛利率ESABLPX
| Q1 26 | 36.9% | — | ||
| Q4 25 | 37.0% | 15.0% | ||
| Q3 25 | 37.2% | 19.5% | ||
| Q2 25 | 37.6% | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | 38.5% | 23.8% | ||
| Q3 24 | 37.7% | 26.7% | ||
| Q2 24 | 38.2% | 32.3% |
营业利润率ESABLPX
| Q1 26 | 12.1% | — | ||
| Q4 25 | 14.6% | -1.6% | ||
| Q3 25 | 15.2% | 2.7% | ||
| Q2 25 | 16.2% | 10.6% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | 16.6% | 11.0% | ||
| Q3 24 | 15.7% | 16.1% | ||
| Q2 24 | 16.9% | 23.8% |
净利率ESABLPX
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.5% | -1.4% | ||
| Q3 25 | 9.3% | 1.4% | ||
| Q2 25 | 9.9% | 7.2% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | 8.0% | 9.1% | ||
| Q3 24 | 10.1% | 12.5% | ||
| Q2 24 | 11.7% | 19.7% |
每股收益（稀释后）ESABLPX
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.90 | $-0.12 | ||
| Q3 25 | $1.09 | $0.13 | ||
| Q2 25 | $1.10 | $0.77 | ||
| Q1 25 | — | $1.30 | ||
| Q4 24 | $0.87 | $0.90 | ||
| Q3 24 | $1.11 | $1.28 | ||
| Q2 24 | $1.35 | $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 | $1.0B | $292.0M |
| 总债务越低越好 | $2.0B | $348.0M |
| 股东权益账面价值 | $2.2B | $1.7B |
| 总资产 | $5.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.91× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ESABLPX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $218.2M | $292.0M | ||
| Q3 25 | $258.2M | $316.0M | ||
| Q2 25 | $291.3M | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | $249.4M | $340.0M | ||
| Q3 24 | $253.7M | $346.0M | ||
| Q2 24 | $228.5M | $317.0M |
总债务ESABLPX
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | $348.0M | ||
| Q3 25 | $1.1B | $348.0M | ||
| Q2 25 | $1.1B | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | $1.1B | $348.0M | ||
| Q3 24 | $1.1B | $347.0M | ||
| Q2 24 | $1.1B | $347.0M |
股东权益ESABLPX
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.7B | $1.7B |
总资产ESABLPX
| Q1 26 | $5.6B | — | ||
| Q4 25 | $4.9B | $2.6B | ||
| Q3 25 | $4.4B | $2.6B | ||
| Q2 25 | $4.2B | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | $4.0B | $2.6B | ||
| Q3 24 | $4.1B | $2.6B | ||
| Q2 24 | $4.0B | $2.5B |
负债/权益比ESABLPX
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | 0.20× | ||
| Q3 25 | 0.51× | 0.20× | ||
| Q2 25 | 0.55× | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 0.60× | 0.21× | ||
| Q3 24 | 0.59× | 0.21× | ||
| Q2 24 | 0.63× | 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 | $46.9M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 现金转化率经营现金流/净利润 | 0.95× | — |
| 过去12个月自由现金流最近4个季度 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流ESABLPX
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $67.0M | ||
| Q3 25 | $46.6M | $89.0M | ||
| Q2 25 | $35.4M | $162.0M | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | $126.9M | $105.0M | ||
| Q3 24 | $101.0M | $183.0M | ||
| Q2 24 | $83.0M | $212.0M |
自由现金流ESABLPX
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $-8.0M | ||
| Q3 25 | $37.4M | $5.0M | ||
| Q2 25 | $28.1M | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $102.2M | $43.0M | ||
| Q3 24 | $90.4M | $139.0M | ||
| Q2 24 | $74.0M | $176.0M |
自由现金流率ESABLPX
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | -1.4% | ||
| Q3 25 | 5.2% | 0.8% | ||
| Q2 25 | 4.1% | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | 15.2% | 6.3% | ||
| Q3 24 | 13.4% | 19.3% | ||
| Q2 24 | 10.5% | 21.6% |
资本支出强度ESABLPX
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 13.3% | ||
| Q3 25 | 1.3% | 12.7% | ||
| Q2 25 | 1.1% | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | 3.7% | 9.1% | ||
| Q3 24 | 1.6% | 6.1% | ||
| Q2 24 | 1.3% | 4.4% |
现金转化率ESABLPX
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | 9.89× | ||
| Q2 25 | 0.53× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 2.36× | 1.69× | ||
| Q3 24 | 1.48× | 2.03× | ||
| Q2 24 | 1.00× | 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
ESAB
暂无分部数据
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
