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F5, Inc.（FFIV）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
F5, Inc.的季度营收约是LOUISIANA-PACIFIC CORP的1.4倍（$811.7M vs $566.0M），F5, Inc.净利率更高（18.2% vs -1.4%，领先19.6%），F5, Inc.同比增速更快（11.0% vs -16.9%），过去两年F5, Inc.的营收复合增速更高（8.0% vs -11.6%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
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。
FFIV vs LPX — 直观对比
营收规模更大
FFIV
是对方的1.4倍
$566.0M
营收增速更快
FFIV
高出27.9%
-16.9%
净利率更高
FFIV
高出19.6%
-1.4%
两年增速更快
FFIV
近两年复合增速
-11.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $811.7M | $566.0M |
| 净利润 | $148.0M | $-8.0M |
| 毛利率 | 81.4% | 15.0% |
| 营业利润率 | 22.1% | -1.6% |
| 净利率 | 18.2% | -1.4% |
| 营收同比 | 11.0% | -16.9% |
| 净利润同比 | 1.5% | -112.9% |
| 每股收益（稀释后） | $2.58 | $-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FFIVLPX
| Q1 26 | $811.7M | — | ||
| Q4 25 | $822.5M | $566.0M | ||
| Q3 25 | $810.1M | $663.0M | ||
| Q2 25 | $780.4M | $755.0M | ||
| Q1 25 | $731.1M | $724.0M | ||
| Q4 24 | $766.5M | $681.0M | ||
| Q3 24 | $746.7M | $722.0M | ||
| Q2 24 | $695.5M | $814.0M |
净利润FFIVLPX
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $-8.0M | ||
| Q3 25 | $190.5M | $9.0M | ||
| Q2 25 | $189.9M | $54.0M | ||
| Q1 25 | $145.5M | $91.0M | ||
| Q4 24 | $166.4M | $62.0M | ||
| Q3 24 | $165.3M | $90.0M | ||
| Q2 24 | $144.1M | $160.0M |
毛利率FFIVLPX
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 15.0% | ||
| Q3 25 | 82.2% | 19.5% | ||
| Q2 25 | 81.0% | 23.6% | ||
| Q1 25 | 80.7% | 27.2% | ||
| Q4 24 | 81.7% | 23.8% | ||
| Q3 24 | 80.8% | 26.7% | ||
| Q2 24 | 80.4% | 32.3% |
营业利润率FFIVLPX
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | -1.6% | ||
| Q3 25 | 25.4% | 2.7% | ||
| Q2 25 | 25.2% | 10.6% | ||
| Q1 25 | 21.7% | 16.6% | ||
| Q4 24 | 26.8% | 11.0% | ||
| Q3 24 | 25.6% | 16.1% | ||
| Q2 24 | 23.4% | 23.8% |
净利率FFIVLPX
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | -1.4% | ||
| Q3 25 | 23.5% | 1.4% | ||
| Q2 25 | 24.3% | 7.2% | ||
| Q1 25 | 19.9% | 12.6% | ||
| Q4 24 | 21.7% | 9.1% | ||
| Q3 24 | 22.1% | 12.5% | ||
| Q2 24 | 20.7% | 19.7% |
每股收益（稀释后）FFIVLPX
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $-0.12 | ||
| Q3 25 | $3.25 | $0.13 | ||
| Q2 25 | $3.25 | $0.77 | ||
| Q1 25 | $2.48 | $1.30 | ||
| Q4 24 | $2.82 | $0.90 | ||
| Q3 24 | $2.79 | $1.28 | ||
| Q2 24 | $2.44 | $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 | $1.4B | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $3.6B | $1.7B |
| 总资产 | $6.5B | $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FFIVLPX
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $292.0M | ||
| Q3 25 | $1.3B | $316.0M | ||
| Q2 25 | $1.4B | $333.0M | ||
| Q1 25 | $1.3B | $256.0M | ||
| Q4 24 | $1.2B | $340.0M | ||
| Q3 24 | $1.1B | $346.0M | ||
| Q2 24 | $935.6M | $317.0M |
总债务FFIVLPX
| Q1 26 | — | — | ||
| 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 |
股东权益FFIVLPX
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.6B | $1.7B | ||
| Q2 25 | $3.5B | $1.7B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.2B | $1.7B | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B |
总资产FFIVLPX
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $2.6B | ||
| Q3 25 | $6.3B | $2.6B | ||
| Q2 25 | $6.1B | $2.7B | ||
| Q1 25 | $5.9B | $2.6B | ||
| Q4 24 | $5.9B | $2.6B | ||
| Q3 24 | $5.6B | $2.6B | ||
| Q2 24 | $5.4B | $2.5B |
负债/权益比FFIVLPX
| Q1 26 | — | — | ||
| 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× |
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 | $525.1M | $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 | 3.55× | — |
| 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FFIVLPX
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $67.0M | ||
| Q3 25 | $208.1M | $89.0M | ||
| Q2 25 | $282.2M | $162.0M | ||
| Q1 25 | $256.6M | $64.0M | ||
| Q4 24 | $202.8M | $105.0M | ||
| Q3 24 | $246.5M | $183.0M | ||
| Q2 24 | $159.0M | $212.0M |
自由现金流FFIVLPX
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $-8.0M | ||
| Q3 25 | $191.9M | $5.0M | ||
| Q2 25 | $273.7M | $94.0M | ||
| Q1 25 | $246.1M | $0 | ||
| Q4 24 | $194.7M | $43.0M | ||
| Q3 24 | $240.4M | $139.0M | ||
| Q2 24 | $153.1M | $176.0M |
自由现金流率FFIVLPX
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | -1.4% | ||
| Q3 25 | 23.7% | 0.8% | ||
| Q2 25 | 35.1% | 12.5% | ||
| Q1 25 | 33.7% | 0.0% | ||
| Q4 24 | 25.4% | 6.3% | ||
| Q3 24 | 32.2% | 19.3% | ||
| Q2 24 | 22.0% | 21.6% |
资本支出强度FFIVLPX
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 13.3% | ||
| Q3 25 | 2.0% | 12.7% | ||
| Q2 25 | 1.1% | 9.0% | ||
| Q1 25 | 1.4% | 8.8% | ||
| Q4 24 | 1.1% | 9.1% | ||
| Q3 24 | 0.8% | 6.1% | ||
| Q2 24 | 0.8% | 4.4% |
现金转化率FFIVLPX
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.09× | 9.89× | ||
| Q2 25 | 1.49× | 3.00× | ||
| Q1 25 | 1.76× | 0.70× | ||
| Q4 24 | 1.22× | 1.69× | ||
| Q3 24 | 1.49× | 2.03× | ||
| Q2 24 | 1.10× | 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
FFIV
暂无分部数据
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
