vs
FRESH DEL MONTE PRODUCE INC(FDP)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
FRESH DEL MONTE PRODUCE INC的季度营收约是LOUISIANA-PACIFIC CORP的1.8倍($1.0B vs $566.0M),FRESH DEL MONTE PRODUCE INC净利率更高(3.2% vs -1.4%,领先4.6%),FRESH DEL MONTE PRODUCE INC同比增速更快(0.6% vs -16.9%),LOUISIANA-PACIFIC CORP自由现金流更多($-8.0M vs $-17.2M),过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高(-4.1% vs -11.6%)
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业,注册地位于开曼群岛乔治敦,美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
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。
FDP vs LPX — 直观对比
营收规模更大
FDP
是对方的1.8倍
$566.0M
营收增速更快
FDP
高出17.5%
-16.9%
净利率更高
FDP
高出4.6%
-1.4%
自由现金流更多
LPX
多$9.2M
$-17.2M
两年增速更快
FDP
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $566.0M |
| 净利润 | $32.3M | $-8.0M |
| 毛利率 | 10.4% | 15.0% |
| 营业利润率 | 4.5% | -1.6% |
| 净利率 | 3.2% | -1.4% |
| 营收同比 | 0.6% | -16.9% |
| 净利润同比 | 59.1% | -112.9% |
| 每股收益(稀释后) | $0.67 | $-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
FDP
LPX
| Q4 25 | $1.0B | $566.0M | ||
| Q3 25 | $1.0B | $663.0M | ||
| Q2 25 | $1.2B | $755.0M | ||
| Q1 25 | $1.1B | $724.0M | ||
| Q4 24 | $1.0B | $681.0M | ||
| Q3 24 | $1.0B | $722.0M | ||
| Q2 24 | $1.1B | $814.0M | ||
| Q1 24 | $1.1B | $724.0M |
净利润
FDP
LPX
| Q4 25 | $32.3M | $-8.0M | ||
| Q3 25 | $-29.1M | $9.0M | ||
| Q2 25 | $56.8M | $54.0M | ||
| Q1 25 | $31.1M | $91.0M | ||
| Q4 24 | $20.3M | $62.0M | ||
| Q3 24 | $42.1M | $90.0M | ||
| Q2 24 | $53.6M | $160.0M | ||
| Q1 24 | $26.1M | $108.0M |
毛利率
FDP
LPX
| Q4 25 | 10.4% | 15.0% | ||
| Q3 25 | 7.9% | 19.5% | ||
| Q2 25 | 10.2% | 23.6% | ||
| Q1 25 | 8.4% | 27.2% | ||
| Q4 24 | 6.8% | 23.8% | ||
| Q3 24 | 9.2% | 26.7% | ||
| Q2 24 | 9.9% | 32.3% | ||
| Q1 24 | 7.4% | 29.6% |
营业利润率
FDP
LPX
| Q4 25 | 4.5% | -1.6% | ||
| Q3 25 | -2.1% | 2.7% | ||
| Q2 25 | 5.8% | 10.6% | ||
| Q1 25 | 4.1% | 16.6% | ||
| Q4 24 | 3.0% | 11.0% | ||
| Q3 24 | 5.3% | 16.1% | ||
| Q2 24 | 6.0% | 23.8% | ||
| Q1 24 | 4.0% | 20.0% |
净利率
FDP
LPX
| Q4 25 | 3.2% | -1.4% | ||
| Q3 25 | -2.8% | 1.4% | ||
| Q2 25 | 4.8% | 7.2% | ||
| Q1 25 | 2.8% | 12.6% | ||
| Q4 24 | 2.0% | 9.1% | ||
| Q3 24 | 4.1% | 12.5% | ||
| Q2 24 | 4.7% | 19.7% | ||
| Q1 24 | 2.4% | 14.9% |
每股收益(稀释后)
FDP
LPX
| Q4 25 | $0.67 | $-0.12 | ||
| Q3 25 | $-0.61 | $0.13 | ||
| Q2 25 | $1.18 | $0.77 | ||
| Q1 25 | $0.64 | $1.30 | ||
| Q4 24 | $0.41 | $0.90 | ||
| Q3 24 | $0.88 | $1.28 | ||
| Q2 24 | $1.12 | $2.23 | ||
| Q1 24 | $0.55 | $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 | $35.7M | $292.0M |
| 总债务越低越好 | $176.2M | $348.0M |
| 股东权益账面价值 | $2.0B | $1.7B |
| 总资产 | $3.1B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.20× |
8季度趋势,按日历期对齐
现金及短期投资
FDP
LPX
| Q4 25 | $35.7M | $292.0M | ||
| Q3 25 | $97.2M | $316.0M | ||
| Q2 25 | $85.5M | $333.0M | ||
| Q1 25 | $34.4M | $256.0M | ||
| Q4 24 | $32.6M | $340.0M | ||
| Q3 24 | $50.8M | $346.0M | ||
| Q2 24 | $37.8M | $317.0M | ||
| Q1 24 | $42.2M | $244.0M |
总债务
FDP
LPX
| Q4 25 | $176.2M | $348.0M | ||
| Q3 25 | $176.7M | $348.0M | ||
| Q2 25 | $205.2M | $348.0M | ||
| Q1 25 | $237.4M | $348.0M | ||
| Q4 24 | $248.9M | $348.0M | ||
| Q3 24 | $274.8M | $347.0M | ||
| Q2 24 | $290.4M | $347.0M | ||
| Q1 24 | $405.8M | $347.0M |
股东权益
FDP
LPX
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.0B | $1.7B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $2.0B | $1.7B | ||
| Q1 24 | $1.9B | $1.6B |
总资产
FDP
LPX
| Q4 25 | $3.1B | $2.6B | ||
| Q3 25 | $3.1B | $2.6B | ||
| Q2 25 | $3.2B | $2.7B | ||
| Q1 25 | $3.2B | $2.6B | ||
| Q4 24 | $3.1B | $2.6B | ||
| Q3 24 | $3.2B | $2.6B | ||
| Q2 24 | $3.1B | $2.5B | ||
| Q1 24 | $3.2B | $2.5B |
负债/权益比
FDP
LPX
| Q4 25 | 0.09× | 0.20× | ||
| Q3 25 | 0.09× | 0.20× | ||
| Q2 25 | 0.10× | 0.20× | ||
| Q1 25 | 0.12× | 0.21× | ||
| Q4 24 | 0.13× | 0.21× | ||
| Q3 24 | 0.14× | 0.21× | ||
| Q2 24 | 0.15× | 0.21× | ||
| Q1 24 | 0.21× | 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 | $10.9M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | $-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 | 2.8% | 13.3% |
| 现金转化率经营现金流/净利润 | 0.34× | — |
| 过去12个月自由现金流最近4个季度 | $181.3M | $91.0M |
8季度趋势,按日历期对齐
经营现金流
FDP
LPX
| Q4 25 | $10.9M | $67.0M | ||
| Q3 25 | $75.0M | $89.0M | ||
| Q2 25 | $113.1M | $162.0M | ||
| Q1 25 | $46.1M | $64.0M | ||
| Q4 24 | $-4.7M | $105.0M | ||
| Q3 24 | $43.5M | $183.0M | ||
| Q2 24 | $125.0M | $212.0M | ||
| Q1 24 | $18.7M | $105.0M |
自由现金流
FDP
LPX
| Q4 25 | $-17.2M | $-8.0M | ||
| Q3 25 | $60.9M | $5.0M | ||
| Q2 25 | $101.5M | $94.0M | ||
| Q1 25 | $36.1M | $0 | ||
| Q4 24 | $-22.3M | $43.0M | ||
| Q3 24 | $30.1M | $139.0M | ||
| Q2 24 | $117.0M | $176.0M | ||
| Q1 24 | $6.0M | $64.0M |
自由现金流率
FDP
LPX
| Q4 25 | -1.7% | -1.4% | ||
| Q3 25 | 6.0% | 0.8% | ||
| Q2 25 | 8.6% | 12.5% | ||
| Q1 25 | 3.3% | 0.0% | ||
| Q4 24 | -2.2% | 6.3% | ||
| Q3 24 | 3.0% | 19.3% | ||
| Q2 24 | 10.3% | 21.6% | ||
| Q1 24 | 0.5% | 8.8% |
资本支出强度
FDP
LPX
| Q4 25 | 2.8% | 13.3% | ||
| Q3 25 | 1.4% | 12.7% | ||
| Q2 25 | 1.0% | 9.0% | ||
| Q1 25 | 0.9% | 8.8% | ||
| Q4 24 | 1.7% | 9.1% | ||
| Q3 24 | 1.3% | 6.1% | ||
| Q2 24 | 0.7% | 4.4% | ||
| Q1 24 | 1.1% | 5.7% |
现金转化率
FDP
LPX
| Q4 25 | 0.34× | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | 1.99× | 3.00× | ||
| Q1 25 | 1.48× | 0.70× | ||
| Q4 24 | -0.23× | 1.69× | ||
| Q3 24 | 1.03× | 2.03× | ||
| Q2 24 | 2.33× | 1.32× | ||
| Q1 24 | 0.72× | 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
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |