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INTERPARFUMS INC(IPAR)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INTERPARFUMS INC的1.5倍($566.0M vs $386.2M),INTERPARFUMS INC净利率更高(7.3% vs -1.4%,领先8.7%),INTERPARFUMS INC同比增速更快(6.8% vs -16.9%),INTERPARFUMS INC自由现金流更多($145.0M vs $-8.0M),过去两年INTERPARFUMS INC的营收复合增速更高(9.2% vs -11.6%)
Inter Parfums Inc是全球知名的高端香水企业,开发、生产并销售多款授权香水、身体护理及相关美妆产品,与多家顶级奢侈时尚生活方式品牌合作推出联名香氛系列,产品覆盖全球主要市场,通过百货、美妆专营店及官方电商渠道触达消费者。
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。
IPAR vs LPX — 直观对比
营收规模更大
LPX
是对方的1.5倍
$386.2M
营收增速更快
IPAR
高出23.7%
-16.9%
净利率更高
IPAR
高出8.7%
-1.4%
自由现金流更多
IPAR
多$153.0M
$-8.0M
两年增速更快
IPAR
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $386.2M | $566.0M |
| 净利润 | $28.1M | $-8.0M |
| 毛利率 | 61.5% | 15.0% |
| 营业利润率 | 7.1% | -1.6% |
| 净利率 | 7.3% | -1.4% |
| 营收同比 | 6.8% | -16.9% |
| 净利润同比 | 16.0% | -112.9% |
| 每股收益(稀释后) | $0.88 | $-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
IPAR
LPX
| Q4 25 | $386.2M | $566.0M | ||
| Q3 25 | $429.6M | $663.0M | ||
| Q2 25 | $333.9M | $755.0M | ||
| Q1 25 | $338.8M | $724.0M | ||
| Q4 24 | $361.5M | $681.0M | ||
| Q3 24 | $424.6M | $722.0M | ||
| Q2 24 | $342.2M | $814.0M | ||
| Q1 24 | $324.0M | $724.0M |
净利润
IPAR
LPX
| Q4 25 | $28.1M | $-8.0M | ||
| Q3 25 | $65.8M | $9.0M | ||
| Q2 25 | $32.0M | $54.0M | ||
| Q1 25 | $42.5M | $91.0M | ||
| Q4 24 | $24.2M | $62.0M | ||
| Q3 24 | $62.3M | $90.0M | ||
| Q2 24 | $36.8M | $160.0M | ||
| Q1 24 | $41.0M | $108.0M |
毛利率
IPAR
LPX
| Q4 25 | 61.5% | 15.0% | ||
| Q3 25 | 63.5% | 19.5% | ||
| Q2 25 | 66.2% | 23.6% | ||
| Q1 25 | 63.7% | 27.2% | ||
| Q4 24 | 64.5% | 23.8% | ||
| Q3 24 | 63.9% | 26.7% | ||
| Q2 24 | 64.5% | 32.3% | ||
| Q1 24 | 62.5% | 29.6% |
营业利润率
IPAR
LPX
| Q4 25 | 7.1% | -1.6% | ||
| Q3 25 | 25.3% | 2.7% | ||
| Q2 25 | 17.7% | 10.6% | ||
| Q1 25 | 22.2% | 16.6% | ||
| Q4 24 | 10.0% | 11.0% | ||
| Q3 24 | 25.0% | 16.1% | ||
| Q2 24 | 18.9% | 23.8% | ||
| Q1 24 | 21.0% | 20.0% |
净利率
IPAR
LPX
| Q4 25 | 7.3% | -1.4% | ||
| Q3 25 | 15.3% | 1.4% | ||
| Q2 25 | 9.6% | 7.2% | ||
| Q1 25 | 12.5% | 12.6% | ||
| Q4 24 | 6.7% | 9.1% | ||
| Q3 24 | 14.7% | 12.5% | ||
| Q2 24 | 10.8% | 19.7% | ||
| Q1 24 | 12.7% | 14.9% |
每股收益(稀释后)
IPAR
LPX
| Q4 25 | $0.88 | $-0.12 | ||
| Q3 25 | $2.05 | $0.13 | ||
| Q2 25 | $0.99 | $0.77 | ||
| Q1 25 | $1.32 | $1.30 | ||
| Q4 24 | $0.78 | $0.90 | ||
| Q3 24 | $1.93 | $1.28 | ||
| Q2 24 | $1.14 | $2.23 | ||
| Q1 24 | $1.27 | $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 | $137.1M | $292.0M |
| 总债务越低越好 | $176.0M | $348.0M |
| 股东权益账面价值 | $880.7M | $1.7B |
| 总资产 | $1.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.20× |
8季度趋势,按日历期对齐
现金及短期投资
IPAR
LPX
| Q4 25 | $137.1M | $292.0M | ||
| Q3 25 | $77.5M | $316.0M | ||
| Q2 25 | $53.9M | $333.0M | ||
| Q1 25 | $75.3M | $256.0M | ||
| Q4 24 | $109.3M | $340.0M | ||
| Q3 24 | $78.8M | $346.0M | ||
| Q2 24 | $37.7M | $317.0M | ||
| Q1 24 | $76.1M | $244.0M |
总债务
IPAR
LPX
| Q4 25 | $176.0M | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | $157.3M | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益
IPAR
LPX
| Q4 25 | $880.7M | $1.7B | ||
| Q3 25 | $870.9M | $1.7B | ||
| Q2 25 | $839.4M | $1.7B | ||
| Q1 25 | $788.6M | $1.7B | ||
| Q4 24 | $744.9M | $1.7B | ||
| Q3 24 | $778.5M | $1.7B | ||
| Q2 24 | $717.1M | $1.7B | ||
| Q1 24 | $708.1M | $1.6B |
总资产
IPAR
LPX
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.6B | ||
| Q2 25 | $1.6B | $2.7B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.4B | $2.6B | ||
| Q3 24 | $1.5B | $2.6B | ||
| Q2 24 | $1.4B | $2.5B | ||
| Q1 24 | $1.3B | $2.5B |
负债/权益比
IPAR
LPX
| Q4 25 | 0.20× | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 0.21× | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 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 | $146.5M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $145.0M | $-8.0M |
| 自由现金流率自由现金流/营收 | 37.5% | -1.4% |
| 资本支出强度资本支出/营收 | 0.4% | 13.3% |
| 现金转化率经营现金流/净利润 | 5.21× | — |
| 过去12个月自由现金流最近4个季度 | $190.5M | $91.0M |
8季度趋势,按日历期对齐
经营现金流
IPAR
LPX
| Q4 25 | $146.5M | $67.0M | ||
| Q3 25 | $63.9M | $89.0M | ||
| Q2 25 | $11.9M | $162.0M | ||
| Q1 25 | $-7.4M | $64.0M | ||
| Q4 24 | $138.0M | $105.0M | ||
| Q3 24 | $76.1M | $183.0M | ||
| Q2 24 | $25.5M | $212.0M | ||
| Q1 24 | $-52.0M | $105.0M |
自由现金流
IPAR
LPX
| Q4 25 | $145.0M | $-8.0M | ||
| Q3 25 | $57.6M | $5.0M | ||
| Q2 25 | $-3.3M | $94.0M | ||
| Q1 25 | $-8.8M | $0 | ||
| Q4 24 | $136.1M | $43.0M | ||
| Q3 24 | $75.4M | $139.0M | ||
| Q2 24 | $24.4M | $176.0M | ||
| Q1 24 | $-53.0M | $64.0M |
自由现金流率
IPAR
LPX
| Q4 25 | 37.5% | -1.4% | ||
| Q3 25 | 13.4% | 0.8% | ||
| Q2 25 | -1.0% | 12.5% | ||
| Q1 25 | -2.6% | 0.0% | ||
| Q4 24 | 37.7% | 6.3% | ||
| Q3 24 | 17.8% | 19.3% | ||
| Q2 24 | 7.1% | 21.6% | ||
| Q1 24 | -16.4% | 8.8% |
资本支出强度
IPAR
LPX
| Q4 25 | 0.4% | 13.3% | ||
| Q3 25 | 1.5% | 12.7% | ||
| Q2 25 | 4.5% | 9.0% | ||
| Q1 25 | 0.4% | 8.8% | ||
| Q4 24 | 0.5% | 9.1% | ||
| Q3 24 | 0.2% | 6.1% | ||
| Q2 24 | 0.3% | 4.4% | ||
| Q1 24 | 0.3% | 5.7% |
现金转化率
IPAR
LPX
| Q4 25 | 5.21× | — | ||
| Q3 25 | 0.97× | 9.89× | ||
| Q2 25 | 0.37× | 3.00× | ||
| Q1 25 | -0.17× | 0.70× | ||
| Q4 24 | 5.69× | 1.69× | ||
| Q3 24 | 1.22× | 2.03× | ||
| Q2 24 | 0.69× | 1.32× | ||
| Q1 24 | -1.27× | 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
IPAR
| European Based Operations | $232.7M | 60% |
| United States Based Operations | $155.2M | 40% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |