vs
国际纸业（IP）与LESAKA TECHNOLOGIES INC（LSAK）财务数据对比。点击上方公司名可切换其他公司
国际纸业的季度营收约是LESAKA TECHNOLOGIES INC的2.0倍（$6.0B vs $3.0B），国际纸业净利率更高（1.0% vs 0.0%，领先1.0%），LESAKA TECHNOLOGIES INC同比增速更快（0.2% vs -0.6%），过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高（352.8% vs 12.3%）
国际纸业是总部位于美国田纳西州孟菲斯的纸浆及造纸企业，为全球规模最大的同类型企业，目前拥有约3.9万名员工，产品覆盖纸浆、包装用纸、办公用纸等品类，业务遍及全球多个国家和地区，广泛服务各行业客户的相关需求。
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
IP vs LSAK — 直观对比
营收规模更大
IP
是对方的2.0倍
$3.0B
营收增速更快
LSAK
高出0.8%
-0.6%
净利率更高
IP
高出1.0%
0.0%
两年增速更快
LSAK
近两年复合增速
12.3%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $6.0B | $3.0B |
| 净利润 | $60.0M | $437.0K |
| 毛利率 | — | — |
| 营业利润率 | — | 2.2% |
| 净利率 | 1.0% | 0.0% |
| 营收同比 | -0.6% | 0.2% |
| 净利润同比 | 157.1% | — |
| 每股收益（稀释后） | $0.14 | — |
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IPLSAK
| Q3 26 | — | $3.0B | ||
| Q1 26 | $6.0B | — | ||
| Q4 25 | $4.7B | $178.7M | ||
| Q3 25 | $6.2B | $171.4M | ||
| Q2 25 | $6.8B | $168.5M | ||
| Q1 25 | $5.9B | $161.4M | ||
| Q4 24 | $4.6B | $176.2M | ||
| Q3 24 | $4.7B | $153.6M |
净利润IPLSAK
| Q3 26 | — | $437.0K | ||
| Q1 26 | $60.0M | — | ||
| Q4 25 | $-2.4B | $3.6M | ||
| Q3 25 | $-1.1B | $-4.3M | ||
| Q2 25 | $75.0M | $-28.4M | ||
| Q1 25 | $-105.0M | $-22.1M | ||
| Q4 24 | $-147.0M | $-32.5M | ||
| Q3 24 | $150.0M | $-4.5M |
毛利率IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 32.2% | 31.4% | ||
| Q3 25 | 31.1% | 30.9% | ||
| Q2 25 | 27.9% | 28.9% | ||
| Q1 25 | 27.8% | 27.5% | ||
| Q4 24 | 29.0% | 25.7% | ||
| Q3 24 | 28.7% | 22.6% |
营业利润率IPLSAK
| Q3 26 | — | 2.2% | ||
| Q1 26 | — | — | ||
| Q4 25 | -56.4% | 1.2% | ||
| Q3 25 | -10.8% | 0.2% | ||
| Q2 25 | 1.7% | -16.7% | ||
| Q1 25 | -2.3% | 0.4% | ||
| Q4 24 | -4.9% | 0.3% | ||
| Q3 24 | 5.1% | -0.0% |
净利率IPLSAK
| Q3 26 | — | 0.0% | ||
| Q1 26 | 1.0% | — | ||
| Q4 25 | -50.3% | 2.0% | ||
| Q3 25 | -17.7% | -2.5% | ||
| Q2 25 | 1.1% | -16.9% | ||
| Q1 25 | -1.8% | -13.7% | ||
| Q4 24 | -3.2% | -18.4% | ||
| Q3 24 | 3.2% | -3.0% |
每股收益（稀释后）IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | $0.14 | — | ||
| Q4 25 | $-4.76 | $0.04 | ||
| Q3 25 | $-2.09 | $-0.05 | ||
| Q2 25 | $0.14 | $-0.40 | ||
| Q1 25 | $-0.24 | $-0.27 | ||
| Q4 24 | $-0.42 | $-0.40 | ||
| Q3 24 | $0.42 | $-0.07 |
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 | — | $1.5B |
| 总债务越低越好 | $8.2B | $3.2B |
| 股东权益账面价值 | $14.8B | — |
| 总资产 | $36.4B | $11.5B |
| 负债/权益比越低杠杆越低 | 0.55× | — |
8季度趋势，按日历期对齐
现金及短期投资IPLSAK
| Q3 26 | — | $1.5B | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $69.5M | ||
| Q3 25 | $995.0M | $72.2M | ||
| Q2 25 | $1.1B | $76.5M | ||
| Q1 25 | $1.2B | $71.0M | ||
| Q4 24 | $1.2B | $60.6M | ||
| Q3 24 | $1.2B | $49.7M |
总债务IPLSAK
| Q3 26 | — | $3.2B | ||
| Q1 26 | $8.2B | — | ||
| Q4 25 | $8.8B | $216.8M | ||
| Q3 25 | $9.0B | $208.1M | ||
| Q2 25 | $9.7B | $200.8M | ||
| Q1 25 | $9.2B | $194.7M | ||
| Q4 24 | $5.4B | $148.7M | ||
| Q3 24 | $5.3B | $148.5M |
股东权益IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | $14.8B | — | ||
| Q4 25 | $14.8B | $180.6M | ||
| Q3 25 | $17.3B | $170.4M | ||
| Q2 25 | $18.6B | $161.6M | ||
| Q1 25 | $18.1B | $185.2M | ||
| Q4 24 | $8.2B | $193.3M | ||
| Q3 24 | $8.6B | $184.2M |
总资产IPLSAK
| Q3 26 | — | $11.5B | ||
| Q1 26 | $36.4B | — | ||
| Q4 25 | $38.0B | $704.6M | ||
| Q3 25 | $40.6B | $652.9M | ||
| Q2 25 | $42.4B | $653.7M | ||
| Q1 25 | $41.2B | $649.2M | ||
| Q4 24 | $22.8B | $640.6M | ||
| Q3 24 | $23.2B | $551.9M |
负债/权益比IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | 0.55× | — | ||
| Q4 25 | 0.60× | 1.20× | ||
| Q3 25 | 0.52× | 1.22× | ||
| Q2 25 | 0.52× | 1.24× | ||
| Q1 25 | 0.51× | 1.05× | ||
| Q4 24 | 0.66× | 0.77× | ||
| Q3 24 | 0.62× | 0.81× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $94.0M | — |
| 自由现金流率自由现金流/营收 | 1.6% | — |
| 资本支出强度资本支出/营收 | 8.7% | — |
| 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 | $553.0M | — |
8季度趋势，按日历期对齐
经营现金流IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $905.0M | $-10.9M | ||
| Q3 25 | $605.0M | $8.9M | ||
| Q2 25 | $476.0M | $-9.1M | ||
| Q1 25 | $-288.0M | $10.7M | ||
| Q4 24 | $397.0M | $-9.2M | ||
| Q3 24 | $521.0M | $-4.1M |
自由现金流IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | $94.0M | — | ||
| Q4 25 | $255.0M | $-14.8M | ||
| Q3 25 | $150.0M | $4.9M | ||
| Q2 25 | $54.0M | $-13.2M | ||
| Q1 25 | $-618.0M | $7.8M | ||
| Q4 24 | $137.0M | $-15.5M | ||
| Q3 24 | $309.0M | $-8.1M |
自由现金流率IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | 1.6% | — | ||
| Q4 25 | 5.4% | -8.3% | ||
| Q3 25 | 2.4% | 2.9% | ||
| Q2 25 | 0.8% | -7.8% | ||
| Q1 25 | -10.5% | 4.9% | ||
| Q4 24 | 3.0% | -8.8% | ||
| Q3 24 | 6.6% | -5.3% |
资本支出强度IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | 8.7% | — | ||
| Q4 25 | 13.7% | 2.2% | ||
| Q3 25 | 7.3% | 2.3% | ||
| Q2 25 | 6.2% | 2.4% | ||
| Q1 25 | 5.6% | 1.7% | ||
| Q4 24 | 5.7% | 3.6% | ||
| Q3 24 | 4.5% | 2.6% |
现金转化率IPLSAK
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | -2.99× | ||
| Q3 25 | — | — | ||
| Q2 25 | 6.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.47× | — |
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
IP
| Packaging Solutions North America | $3.6B | 61% |
| Packaging Solutions EMEA | $2.3B | 39% |
| Corporate and Inter-segment Sales | $22.0M | 0% |
LSAK
暂无分部数据
