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EXACT SCIENCES CORP（EXAS）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
EXACT SCIENCES CORP的季度营收约是LOUISIANA-PACIFIC CORP的1.6倍（$878.4M vs $566.0M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -9.8%，领先8.4%），EXACT SCIENCES CORP同比增速更快（23.1% vs -16.9%），EXACT SCIENCES CORP自由现金流更多（$120.4M vs $-8.0M），过去两年EXACT SCIENCES CORP的营收复合增速更高（17.4% vs -11.6%）
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
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。
EXAS vs LPX — 直观对比
营收规模更大
EXAS
是对方的1.6倍
$566.0M
营收增速更快
EXAS
高出40.0%
-16.9%
净利率更高
LPX
高出8.4%
-9.8%
自由现金流更多
EXAS
多$128.4M
$-8.0M
两年增速更快
EXAS
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $878.4M | $566.0M |
| 净利润 | $-86.0M | $-8.0M |
| 毛利率 | 70.1% | 15.0% |
| 营业利润率 | -9.4% | -1.6% |
| 净利率 | -9.8% | -1.4% |
| 营收同比 | 23.1% | -16.9% |
| 净利润同比 | 90.1% | -112.9% |
| 每股收益（稀释后） | $-0.45 | $-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EXASLPX
| Q4 25 | $878.4M | $566.0M | ||
| Q3 25 | $850.7M | $663.0M | ||
| Q2 25 | $811.1M | $755.0M | ||
| Q1 25 | $706.8M | $724.0M | ||
| Q4 24 | $713.4M | $681.0M | ||
| Q3 24 | $708.7M | $722.0M | ||
| Q2 24 | $699.3M | $814.0M | ||
| Q1 24 | $637.5M | $724.0M |
净利润EXASLPX
| Q4 25 | $-86.0M | $-8.0M | ||
| Q3 25 | $-19.6M | $9.0M | ||
| Q2 25 | $-1.2M | $54.0M | ||
| Q1 25 | $-101.2M | $91.0M | ||
| Q4 24 | $-864.6M | $62.0M | ||
| Q3 24 | $-38.2M | $90.0M | ||
| Q2 24 | $-15.8M | $160.0M | ||
| Q1 24 | $-110.2M | $108.0M |
毛利率EXASLPX
| Q4 25 | 70.1% | 15.0% | ||
| Q3 25 | 68.6% | 19.5% | ||
| Q2 25 | 69.3% | 23.6% | ||
| Q1 25 | 70.8% | 27.2% | ||
| Q4 24 | 69.0% | 23.8% | ||
| Q3 24 | 69.4% | 26.7% | ||
| Q2 24 | 69.8% | 32.3% | ||
| Q1 24 | 70.0% | 29.6% |
营业利润率EXASLPX
| Q4 25 | -9.4% | -1.6% | ||
| Q3 25 | -3.0% | 2.7% | ||
| Q2 25 | -0.3% | 10.6% | ||
| Q1 25 | -13.6% | 16.6% | ||
| Q4 24 | -122.8% | 11.0% | ||
| Q3 24 | -5.6% | 16.1% | ||
| Q2 24 | -3.8% | 23.8% | ||
| Q1 24 | -16.7% | 20.0% |
净利率EXASLPX
| Q4 25 | -9.8% | -1.4% | ||
| Q3 25 | -2.3% | 1.4% | ||
| Q2 25 | -0.1% | 7.2% | ||
| Q1 25 | -14.3% | 12.6% | ||
| Q4 24 | -121.2% | 9.1% | ||
| Q3 24 | -5.4% | 12.5% | ||
| Q2 24 | -2.3% | 19.7% | ||
| Q1 24 | -17.3% | 14.9% |
每股收益（稀释后）EXASLPX
| Q4 25 | $-0.45 | $-0.12 | ||
| Q3 25 | $-0.10 | $0.13 | ||
| Q2 25 | $-0.01 | $0.77 | ||
| Q1 25 | $-0.54 | $1.30 | ||
| Q4 24 | $-4.69 | $0.90 | ||
| Q3 24 | $-0.21 | $1.28 | ||
| Q2 24 | $-0.09 | $2.23 | ||
| Q1 24 | $-0.60 | $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 | $964.7M | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $2.4B | $1.7B |
| 总资产 | $5.9B | $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EXASLPX
| Q4 25 | $964.7M | $292.0M | ||
| Q3 25 | $1.0B | $316.0M | ||
| Q2 25 | $858.4M | $333.0M | ||
| Q1 25 | $786.2M | $256.0M | ||
| Q4 24 | $1.0B | $340.0M | ||
| Q3 24 | $1.0B | $346.0M | ||
| Q2 24 | $946.8M | $317.0M | ||
| Q1 24 | $652.1M | $244.0M |
总债务EXASLPX
| 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 |
股东权益EXASLPX
| Q4 25 | $2.4B | $1.7B | ||
| Q3 25 | $2.5B | $1.7B | ||
| Q2 25 | $2.5B | $1.7B | ||
| Q1 25 | $2.4B | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $3.2B | $1.7B | ||
| Q2 24 | $3.2B | $1.7B | ||
| Q1 24 | $3.1B | $1.6B |
总资产EXASLPX
| Q4 25 | $5.9B | $2.6B | ||
| Q3 25 | $5.9B | $2.6B | ||
| Q2 25 | $5.8B | $2.7B | ||
| Q1 25 | $5.7B | $2.6B | ||
| Q4 24 | $5.9B | $2.6B | ||
| Q3 24 | $6.7B | $2.6B | ||
| Q2 24 | $6.7B | $2.5B | ||
| Q1 24 | $6.4B | $2.5B |
负债/权益比EXASLPX
| 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 | $151.7M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $120.4M | $-8.0M |
| 自由现金流率自由现金流/营收 | 13.7% | -1.4% |
| 资本支出强度资本支出/营收 | 3.6% | 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 | $356.8M | $91.0M |
8季度趋势，按日历期对齐
经营现金流EXASLPX
| Q4 25 | $151.7M | $67.0M | ||
| Q3 25 | $219.9M | $89.0M | ||
| Q2 25 | $89.0M | $162.0M | ||
| Q1 25 | $30.8M | $64.0M | ||
| Q4 24 | $47.1M | $105.0M | ||
| Q3 24 | $138.7M | $183.0M | ||
| Q2 24 | $107.1M | $212.0M | ||
| Q1 24 | $-82.3M | $105.0M |
自由现金流EXASLPX
| Q4 25 | $120.4M | $-8.0M | ||
| Q3 25 | $190.0M | $5.0M | ||
| Q2 25 | $46.7M | $94.0M | ||
| Q1 25 | $-365.0K | $0 | ||
| Q4 24 | $10.7M | $43.0M | ||
| Q3 24 | $112.6M | $139.0M | ||
| Q2 24 | $71.2M | $176.0M | ||
| Q1 24 | $-120.0M | $64.0M |
自由现金流率EXASLPX
| Q4 25 | 13.7% | -1.4% | ||
| Q3 25 | 22.3% | 0.8% | ||
| Q2 25 | 5.8% | 12.5% | ||
| Q1 25 | -0.1% | 0.0% | ||
| Q4 24 | 1.5% | 6.3% | ||
| Q3 24 | 15.9% | 19.3% | ||
| Q2 24 | 10.2% | 21.6% | ||
| Q1 24 | -18.8% | 8.8% |
资本支出强度EXASLPX
| Q4 25 | 3.6% | 13.3% | ||
| Q3 25 | 3.5% | 12.7% | ||
| Q2 25 | 5.2% | 9.0% | ||
| Q1 25 | 4.4% | 8.8% | ||
| Q4 24 | 5.1% | 9.1% | ||
| Q3 24 | 3.7% | 6.1% | ||
| Q2 24 | 5.1% | 4.4% | ||
| Q1 24 | 5.9% | 5.7% |
现金转化率EXASLPX
| 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
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
