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Hayward Holdings, Inc.（HAYW）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
LOUISIANA-PACIFIC CORP的季度营收约是Hayward Holdings, Inc.的1.6倍（$566.0M vs $349.4M），Hayward Holdings, Inc.净利率更高（19.6% vs -1.4%，领先21.0%），LOUISIANA-PACIFIC CORP同比增速更快（-16.9% vs -66.8%），过去两年Hayward Holdings, Inc.的营收复合增速更高（10.8% vs -11.6%）
海沃德控股前身为巴特利特-海沃德公司，是美国本土金属加工企业，总部位于马里兰州巴尔的摩，业务涵盖大型铸造、制造及工程建造板块。公司创立于19世纪30年代，1925年之前保持独立运营，1927年被科伯斯公司收购，之后长期作为其旗下事业部开展业务。
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。
HAYW vs LPX — 直观对比
营收规模更大
LPX
是对方的1.6倍
$349.4M
营收增速更快
LPX
高出49.9%
-66.8%
净利率更高
HAYW
高出21.0%
-1.4%
两年增速更快
HAYW
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.4M | $566.0M |
| 净利润 | $68.4M | $-8.0M |
| 毛利率 | 48.5% | 15.0% |
| 营业利润率 | 25.0% | -1.6% |
| 净利率 | 19.6% | -1.4% |
| 营收同比 | -66.8% | -16.9% |
| 净利润同比 | -42.3% | -112.9% |
| 每股收益（稀释后） | $0.31 | $-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HAYWLPX
| Q1 26 | $349.4M | — | ||
| Q4 25 | $349.4M | $566.0M | ||
| Q3 25 | $244.3M | $663.0M | ||
| Q2 25 | $299.6M | $755.0M | ||
| Q1 25 | $228.8M | $724.0M | ||
| Q4 24 | $327.1M | $681.0M | ||
| Q3 24 | $227.6M | $722.0M | ||
| Q2 24 | $284.4M | $814.0M |
净利润HAYWLPX
| Q1 26 | $68.4M | — | ||
| Q4 25 | $68.4M | $-8.0M | ||
| Q3 25 | $24.0M | $9.0M | ||
| Q2 25 | $44.8M | $54.0M | ||
| Q1 25 | $14.3M | $91.0M | ||
| Q4 24 | $54.7M | $62.0M | ||
| Q3 24 | $16.5M | $90.0M | ||
| Q2 24 | $37.6M | $160.0M |
毛利率HAYWLPX
| Q1 26 | 48.5% | — | ||
| Q4 25 | 40.7% | 15.0% | ||
| Q3 25 | 51.2% | 19.5% | ||
| Q2 25 | 52.7% | 23.6% | ||
| Q1 25 | 49.5% | 27.2% | ||
| Q4 24 | 51.4% | 23.8% | ||
| Q3 24 | 49.7% | 26.7% | ||
| Q2 24 | 51.0% | 32.3% |
营业利润率HAYWLPX
| Q1 26 | 25.0% | — | ||
| Q4 25 | 25.0% | -1.6% | ||
| Q3 25 | 16.8% | 2.7% | ||
| Q2 25 | 23.8% | 10.6% | ||
| Q1 25 | 14.6% | 16.6% | ||
| Q4 24 | 23.4% | 11.0% | ||
| Q3 24 | 14.7% | 16.1% | ||
| Q2 24 | 23.9% | 23.8% |
净利率HAYWLPX
| Q1 26 | 19.6% | — | ||
| Q4 25 | 19.6% | -1.4% | ||
| Q3 25 | 9.8% | 1.4% | ||
| Q2 25 | 15.0% | 7.2% | ||
| Q1 25 | 6.3% | 12.6% | ||
| Q4 24 | 16.7% | 9.1% | ||
| Q3 24 | 7.3% | 12.5% | ||
| Q2 24 | 13.2% | 19.7% |
每股收益（稀释后）HAYWLPX
| Q1 26 | $0.31 | — | ||
| Q4 25 | $0.31 | $-0.12 | ||
| Q3 25 | $0.11 | $0.13 | ||
| Q2 25 | $0.20 | $0.77 | ||
| Q1 25 | $0.06 | $1.30 | ||
| Q4 24 | $0.26 | $0.90 | ||
| Q3 24 | $0.07 | $1.28 | ||
| Q2 24 | $0.17 | $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 | $399.1M | $292.0M |
| 总债务越低越好 | $13.3M | $348.0M |
| 股东权益账面价值 | $1.6B | $1.7B |
| 总资产 | $3.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.01× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资HAYWLPX
| Q1 26 | $399.1M | — | ||
| Q4 25 | $399.1M | $292.0M | ||
| Q3 25 | $448.3M | $316.0M | ||
| Q2 25 | $365.1M | $333.0M | ||
| Q1 25 | $181.3M | $256.0M | ||
| Q4 24 | $196.6M | $340.0M | ||
| Q3 24 | $274.2M | $346.0M | ||
| Q2 24 | $215.1M | $317.0M |
总债务HAYWLPX
| Q1 26 | $13.3M | — | ||
| Q4 25 | $943.5M | $348.0M | ||
| Q3 25 | $947.7M | $348.0M | ||
| Q2 25 | $949.1M | $348.0M | ||
| Q1 25 | $950.4M | $348.0M | ||
| Q4 24 | $950.6M | $348.0M | ||
| Q3 24 | $959.9M | $347.0M | ||
| Q2 24 | $959.8M | $347.0M |
股东权益HAYWLPX
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B |
总资产HAYWLPX
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.6B | ||
| Q3 25 | $3.0B | $2.6B | ||
| Q2 25 | $3.0B | $2.7B | ||
| Q1 25 | $3.0B | $2.6B | ||
| Q4 24 | $3.0B | $2.6B | ||
| Q3 24 | $2.9B | $2.6B | ||
| Q2 24 | $2.9B | $2.5B |
负债/权益比HAYWLPX
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.59× | 0.20× | ||
| Q3 25 | 0.62× | 0.20× | ||
| Q2 25 | 0.63× | 0.20× | ||
| Q1 25 | 0.66× | 0.21× | ||
| Q4 24 | 0.67× | 0.21× | ||
| Q3 24 | 0.70× | 0.21× | ||
| Q2 24 | 0.71× | 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 | $256.0M | $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 | 3.74× | — |
| 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HAYWLPX
| Q1 26 | $256.0M | — | ||
| Q4 25 | $-26.9M | $67.0M | ||
| Q3 25 | $94.6M | $89.0M | ||
| Q2 25 | $194.2M | $162.0M | ||
| Q1 25 | $-5.8M | $64.0M | ||
| Q4 24 | $-63.7M | $105.0M | ||
| Q3 24 | $65.9M | $183.0M | ||
| Q2 24 | $287.0M | $212.0M |
自由现金流HAYWLPX
| Q1 26 | — | — | ||
| Q4 25 | $-35.8M | $-8.0M | ||
| Q3 25 | $87.2M | $5.0M | ||
| Q2 25 | $187.3M | $94.0M | ||
| Q1 25 | $-11.4M | $0 | ||
| Q4 24 | $-70.4M | $43.0M | ||
| Q3 24 | $59.1M | $139.0M | ||
| Q2 24 | $282.3M | $176.0M |
自由现金流率HAYWLPX
| Q1 26 | — | — | ||
| Q4 25 | -10.3% | -1.4% | ||
| Q3 25 | 35.7% | 0.8% | ||
| Q2 25 | 62.5% | 12.5% | ||
| Q1 25 | -5.0% | 0.0% | ||
| Q4 24 | -21.5% | 6.3% | ||
| Q3 24 | 26.0% | 19.3% | ||
| Q2 24 | 99.3% | 21.6% |
资本支出强度HAYWLPX
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 13.3% | ||
| Q3 25 | 3.0% | 12.7% | ||
| Q2 25 | 2.3% | 9.0% | ||
| Q1 25 | 2.4% | 8.8% | ||
| Q4 24 | 2.1% | 9.1% | ||
| Q3 24 | 3.0% | 6.1% | ||
| Q2 24 | 1.7% | 4.4% |
现金转化率HAYWLPX
| Q1 26 | 3.74× | — | ||
| Q4 25 | -0.39× | — | ||
| Q3 25 | 3.94× | 9.89× | ||
| Q2 25 | 4.34× | 3.00× | ||
| Q1 25 | -0.41× | 0.70× | ||
| Q4 24 | -1.16× | 1.69× | ||
| Q3 24 | 4.00× | 2.03× | ||
| Q2 24 | 7.64× | 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
HAYW
暂无分部数据
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
