vs
因美纳（ILMN）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
因美纳的季度营收约是LOUISIANA-PACIFIC CORP的1.9倍（$1.1B vs $566.0M），因美纳净利率更高（12.3% vs -1.4%，领先13.7%），因美纳同比增速更快（4.8% vs -16.9%），因美纳自由现金流更多（$251.0M vs $-8.0M），过去两年因美纳的营收复合增速更高（-1.3% vs -11.6%）
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
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。
ILMN vs LPX — 直观对比
营收规模更大
ILMN
是对方的1.9倍
$566.0M
营收增速更快
ILMN
高出21.7%
-16.9%
净利率更高
ILMN
高出13.7%
-1.4%
自由现金流更多
ILMN
多$259.0M
$-8.0M
两年增速更快
ILMN
近两年复合增速
-11.6%
损益表 — Q1 FY2027 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $566.0M |
| 净利润 | $134.0M | $-8.0M |
| 毛利率 | 66.1% | 15.0% |
| 营业利润率 | 19.2% | -1.6% |
| 净利率 | 12.3% | -1.4% |
| 营收同比 | 4.8% | -16.9% |
| 净利润同比 | — | -112.9% |
| 每股收益（稀释后） | $0.87 | $-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ILMNLPX
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $566.0M | ||
| Q3 25 | — | $663.0M | ||
| Q2 25 | — | $755.0M | ||
| Q1 25 | — | $724.0M | ||
| Q4 24 | $1.1B | $681.0M | ||
| Q3 24 | $1.1B | $722.0M | ||
| Q2 24 | $1.1B | $814.0M |
净利润ILMNLPX
| Q1 26 | $134.0M | — | ||
| Q4 25 | $334.0M | $-8.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $54.0M | ||
| Q1 25 | — | $91.0M | ||
| Q4 24 | $186.0M | $62.0M | ||
| Q3 24 | $705.0M | $90.0M | ||
| Q2 24 | $-2.0B | $160.0M |
毛利率ILMNLPX
| Q1 26 | 66.1% | — | ||
| Q4 25 | 65.5% | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | 65.9% | 23.8% | ||
| Q3 24 | 69.0% | 26.7% | ||
| Q2 24 | 64.8% | 32.3% |
营业利润率ILMNLPX
| Q1 26 | 19.2% | — | ||
| Q4 25 | 17.4% | -1.6% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | 15.8% | 11.0% | ||
| Q3 24 | 68.6% | 16.1% | ||
| Q2 24 | -147.2% | 23.8% |
净利率ILMNLPX
| Q1 26 | 12.3% | — | ||
| Q4 25 | 28.8% | -1.4% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | 16.8% | 9.1% | ||
| Q3 24 | 65.3% | 12.5% | ||
| Q2 24 | -178.8% | 19.7% |
每股收益（稀释后）ILMNLPX
| Q1 26 | $0.87 | — | ||
| Q4 25 | $2.16 | $-0.12 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | — | $0.77 | ||
| Q1 25 | — | $1.30 | ||
| Q4 24 | $1.16 | $0.90 | ||
| Q3 24 | $4.42 | $1.28 | ||
| Q2 24 | $-12.48 | $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 | $1.2B | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $2.7B | $1.7B |
| 总资产 | $6.6B | $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ILMNLPX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.6B | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | — | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | $93.0M | $340.0M | ||
| Q3 24 | $70.0M | $346.0M | ||
| Q2 24 | $74.0M | $317.0M |
总债务ILMNLPX
| 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ILMNLPX
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B |
总资产ILMNLPX
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | $6.3B | $2.6B | ||
| Q3 24 | $6.0B | $2.6B | ||
| Q2 24 | $6.1B | $2.5B |
负债/权益比ILMNLPX
| 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 | $289.0M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $251.0M | $-8.0M |
| 自由现金流率自由现金流/营收 | 23.0% | -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 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | $91.0M |
8季度趋势，按日历期对齐
经营现金流ILMNLPX
| Q1 26 | $289.0M | — | ||
| Q4 25 | $321.0M | $67.0M | ||
| Q3 25 | — | $89.0M | ||
| Q2 25 | — | $162.0M | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | $364.0M | $105.0M | ||
| Q3 24 | $316.0M | $183.0M | ||
| Q2 24 | $80.0M | $212.0M |
自由现金流ILMNLPX
| Q1 26 | $251.0M | — | ||
| Q4 25 | $267.0M | $-8.0M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | — | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $335.0M | $43.0M | ||
| Q3 24 | $284.0M | $139.0M | ||
| Q2 24 | $49.0M | $176.0M |
自由现金流率ILMNLPX
| Q1 26 | 23.0% | — | ||
| Q4 25 | 23.0% | -1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | 30.3% | 6.3% | ||
| Q3 24 | 26.3% | 19.3% | ||
| Q2 24 | 4.4% | 21.6% |
资本支出强度ILMNLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | 2.6% | 9.1% | ||
| Q3 24 | 3.0% | 6.1% | ||
| Q2 24 | 2.8% | 4.4% |
现金转化率ILMNLPX
| Q1 26 | 2.16× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 1.96× | 1.69× | ||
| Q3 24 | 0.45× | 2.03× | ||
| Q2 24 | — | 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
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
