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LCI INDUSTRIES（LCII）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
LCI INDUSTRIES的季度营收约是LOUISIANA-PACIFIC CORP的1.6倍（$932.7M vs $566.0M），LCI INDUSTRIES净利率更高（2.0% vs -1.4%，领先3.4%），LCI INDUSTRIES同比增速更快（16.1% vs -16.9%），LCI INDUSTRIES自由现金流更多（$64.3M vs $-8.0M），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -11.6%）
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
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。
LCII vs LPX — 直观对比
营收规模更大
LCII
是对方的1.6倍
$566.0M
营收增速更快
LCII
高出33.0%
-16.9%
净利率更高
LCII
高出3.4%
-1.4%
自由现金流更多
LCII
多$72.3M
$-8.0M
两年增速更快
LCII
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $566.0M |
| 净利润 | $18.7M | $-8.0M |
| 毛利率 | 22.1% | 15.0% |
| 营业利润率 | 3.8% | -1.6% |
| 净利率 | 2.0% | -1.4% |
| 营收同比 | 16.1% | -16.9% |
| 净利润同比 | 95.7% | -112.9% |
| 每股收益（稀释后） | $0.79 | $-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LCIILPX
| Q4 25 | $932.7M | $566.0M | ||
| Q3 25 | $1.0B | $663.0M | ||
| Q2 25 | $1.1B | $755.0M | ||
| Q1 25 | $1.0B | $724.0M | ||
| Q4 24 | $803.1M | $681.0M | ||
| Q3 24 | $915.5M | $722.0M | ||
| Q2 24 | $1.1B | $814.0M | ||
| Q1 24 | $968.0M | $724.0M |
净利润LCIILPX
| Q4 25 | $18.7M | $-8.0M | ||
| Q3 25 | $62.5M | $9.0M | ||
| Q2 25 | $57.6M | $54.0M | ||
| Q1 25 | $49.4M | $91.0M | ||
| Q4 24 | $9.5M | $62.0M | ||
| Q3 24 | $35.6M | $90.0M | ||
| Q2 24 | $61.2M | $160.0M | ||
| Q1 24 | $36.5M | $108.0M |
毛利率LCIILPX
| Q4 25 | 22.1% | 15.0% | ||
| Q3 25 | 24.4% | 19.5% | ||
| Q2 25 | 24.4% | 23.6% | ||
| Q1 25 | 24.1% | 27.2% | ||
| Q4 24 | 21.1% | 23.8% | ||
| Q3 24 | 24.0% | 26.7% | ||
| Q2 24 | 25.3% | 32.3% | ||
| Q1 24 | 23.1% | 29.6% |
营业利润率LCIILPX
| Q4 25 | 3.8% | -1.6% | ||
| Q3 25 | 7.3% | 2.7% | ||
| Q2 25 | 7.9% | 10.6% | ||
| Q1 25 | 7.8% | 16.6% | ||
| Q4 24 | 2.0% | 11.0% | ||
| Q3 24 | 5.9% | 16.1% | ||
| Q2 24 | 8.6% | 23.8% | ||
| Q1 24 | 6.0% | 20.0% |
净利率LCIILPX
| Q4 25 | 2.0% | -1.4% | ||
| Q3 25 | 6.0% | 1.4% | ||
| Q2 25 | 5.2% | 7.2% | ||
| Q1 25 | 4.7% | 12.6% | ||
| Q4 24 | 1.2% | 9.1% | ||
| Q3 24 | 3.9% | 12.5% | ||
| Q2 24 | 5.8% | 19.7% | ||
| Q1 24 | 3.8% | 14.9% |
每股收益（稀释后）LCIILPX
| Q4 25 | $0.79 | $-0.12 | ||
| Q3 25 | $2.55 | $0.13 | ||
| Q2 25 | $2.29 | $0.77 | ||
| Q1 25 | $1.94 | $1.30 | ||
| Q4 24 | $0.37 | $0.90 | ||
| Q3 24 | $1.39 | $1.28 | ||
| Q2 24 | $2.40 | $2.23 | ||
| Q1 24 | $1.44 | $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 | $222.6M | $292.0M |
| 总债务越低越好 | $945.2M | $348.0M |
| 股东权益账面价值 | $1.4B | $1.7B |
| 总资产 | $3.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资LCIILPX
| Q4 25 | $222.6M | $292.0M | ||
| Q3 25 | $199.7M | $316.0M | ||
| Q2 25 | $191.9M | $333.0M | ||
| Q1 25 | $231.2M | $256.0M | ||
| Q4 24 | $165.8M | $340.0M | ||
| Q3 24 | $161.2M | $346.0M | ||
| Q2 24 | $130.4M | $317.0M | ||
| Q1 24 | $22.6M | $244.0M |
总债务LCIILPX
| Q4 25 | $945.2M | $348.0M | ||
| Q3 25 | $947.8M | $348.0M | ||
| Q2 25 | $948.0M | $348.0M | ||
| Q1 25 | $938.3M | $348.0M | ||
| Q4 24 | $757.3M | $348.0M | ||
| Q3 24 | $822.5M | $347.0M | ||
| Q2 24 | $829.7M | $347.0M | ||
| Q1 24 | $855.3M | $347.0M |
股东权益LCIILPX
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $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 | ||
| Q1 24 | $1.4B | $1.6B |
总资产LCIILPX
| Q4 25 | $3.2B | $2.6B | ||
| Q3 25 | $3.2B | $2.6B | ||
| Q2 25 | $3.2B | $2.7B | ||
| Q1 25 | $3.1B | $2.6B | ||
| Q4 24 | $2.9B | $2.6B | ||
| Q3 24 | $3.0B | $2.6B | ||
| Q2 24 | $3.0B | $2.5B | ||
| Q1 24 | $3.0B | $2.5B |
负债/权益比LCIILPX
| Q4 25 | 0.69× | 0.20× | ||
| Q3 25 | 0.70× | 0.20× | ||
| Q2 25 | 0.68× | 0.20× | ||
| Q1 25 | 0.69× | 0.21× | ||
| Q4 24 | 0.55× | 0.21× | ||
| Q3 24 | 0.58× | 0.21× | ||
| Q2 24 | 0.60× | 0.21× | ||
| Q1 24 | 0.63× | 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 | $78.9M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $-8.0M |
| 自由现金流率自由现金流/营收 | 6.9% | -1.4% |
| 资本支出强度资本支出/营收 | 1.6% | 13.3% |
| 现金转化率经营现金流/净利润 | 4.22× | — |
| 过去12个月自由现金流最近4个季度 | $278.3M | $91.0M |
8季度趋势，按日历期对齐
经营现金流LCIILPX
| Q4 25 | $78.9M | $67.0M | ||
| Q3 25 | $97.2M | $89.0M | ||
| Q2 25 | $112.2M | $162.0M | ||
| Q1 25 | $42.7M | $64.0M | ||
| Q4 24 | $106.6M | $105.0M | ||
| Q3 24 | $78.4M | $183.0M | ||
| Q2 24 | $192.9M | $212.0M | ||
| Q1 24 | $-7.7M | $105.0M |
自由现金流LCIILPX
| Q4 25 | $64.3M | $-8.0M | ||
| Q3 25 | $80.9M | $5.0M | ||
| Q2 25 | $99.5M | $94.0M | ||
| Q1 25 | $33.7M | $0 | ||
| Q4 24 | $95.7M | $43.0M | ||
| Q3 24 | $68.3M | $139.0M | ||
| Q2 24 | $180.2M | $176.0M | ||
| Q1 24 | $-16.3M | $64.0M |
自由现金流率LCIILPX
| Q4 25 | 6.9% | -1.4% | ||
| Q3 25 | 7.8% | 0.8% | ||
| Q2 25 | 9.0% | 12.5% | ||
| Q1 25 | 3.2% | 0.0% | ||
| Q4 24 | 11.9% | 6.3% | ||
| Q3 24 | 7.5% | 19.3% | ||
| Q2 24 | 17.1% | 21.6% | ||
| Q1 24 | -1.7% | 8.8% |
资本支出强度LCIILPX
| Q4 25 | 1.6% | 13.3% | ||
| Q3 25 | 1.6% | 12.7% | ||
| Q2 25 | 1.2% | 9.0% | ||
| Q1 25 | 0.9% | 8.8% | ||
| Q4 24 | 1.4% | 9.1% | ||
| Q3 24 | 1.1% | 6.1% | ||
| Q2 24 | 1.2% | 4.4% | ||
| Q1 24 | 0.9% | 5.7% |
现金转化率LCIILPX
| Q4 25 | 4.22× | — | ||
| Q3 25 | 1.55× | 9.89× | ||
| Q2 25 | 1.95× | 3.00× | ||
| Q1 25 | 0.86× | 0.70× | ||
| Q4 24 | 11.17× | 1.69× | ||
| Q3 24 | 2.20× | 2.03× | ||
| Q2 24 | 3.15× | 1.32× | ||
| Q1 24 | -0.21× | 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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
