vs
力特（LFUS）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
力特的季度营收约是LOUISIANA-PACIFIC CORP的1.2倍（$657.0M vs $566.0M），力特净利率更高（11.4% vs -1.4%，领先12.9%），力特同比增速更快（18.5% vs -16.9%），力特自由现金流更多（$66.2K vs $-8.0M），过去两年力特的营收复合增速更高（8.5% vs -11.6%）
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
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。
LFUS vs LPX — 直观对比
营收规模更大
LFUS
是对方的1.2倍
$566.0M
营收增速更快
LFUS
高出35.4%
-16.9%
净利率更高
LFUS
高出12.9%
-1.4%
自由现金流更多
LFUS
多$8.1M
$-8.0M
两年增速更快
LFUS
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $657.0M | $566.0M |
| 净利润 | $75.1M | $-8.0M |
| 毛利率 | 38.7% | 15.0% |
| 营业利润率 | 15.4% | -1.6% |
| 净利率 | 11.4% | -1.4% |
| 营收同比 | 18.5% | -16.9% |
| 净利润同比 | 72.5% | -112.9% |
| 每股收益（稀释后） | $2.96 | $-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LFUSLPX
| Q1 26 | $657.0M | — | ||
| Q4 25 | $593.9M | $566.0M | ||
| Q3 25 | $624.6M | $663.0M | ||
| Q2 25 | $613.4M | $755.0M | ||
| Q1 25 | $554.3M | $724.0M | ||
| Q4 24 | $529.5M | $681.0M | ||
| Q3 24 | $567.4M | $722.0M | ||
| Q2 24 | $558.5M | $814.0M |
净利润LFUSLPX
| Q1 26 | $75.1M | — | ||
| Q4 25 | $-242.1M | $-8.0M | ||
| Q3 25 | $69.5M | $9.0M | ||
| Q2 25 | $57.3M | $54.0M | ||
| Q1 25 | $43.6M | $91.0M | ||
| Q4 24 | $-51.8M | $62.0M | ||
| Q3 24 | $58.1M | $90.0M | ||
| Q2 24 | $45.5M | $160.0M |
毛利率LFUSLPX
| Q1 26 | 38.7% | — | ||
| Q4 25 | 38.0% | 15.0% | ||
| Q3 25 | 38.6% | 19.5% | ||
| Q2 25 | 37.8% | 23.6% | ||
| Q1 25 | 37.4% | 27.2% | ||
| Q4 24 | 33.4% | 23.8% | ||
| Q3 24 | 38.1% | 26.7% | ||
| Q2 24 | 37.1% | 32.3% |
营业利润率LFUSLPX
| Q1 26 | 15.4% | — | ||
| Q4 25 | -37.5% | -1.6% | ||
| Q3 25 | 15.6% | 2.7% | ||
| Q2 25 | 15.1% | 10.6% | ||
| Q1 25 | 12.7% | 16.6% | ||
| Q4 24 | -9.3% | 11.0% | ||
| Q3 24 | 15.5% | 16.1% | ||
| Q2 24 | 11.7% | 23.8% |
净利率LFUSLPX
| Q1 26 | 11.4% | — | ||
| Q4 25 | -40.8% | -1.4% | ||
| Q3 25 | 11.1% | 1.4% | ||
| Q2 25 | 9.3% | 7.2% | ||
| Q1 25 | 7.9% | 12.6% | ||
| Q4 24 | -9.8% | 9.1% | ||
| Q3 24 | 10.2% | 12.5% | ||
| Q2 24 | 8.1% | 19.7% |
每股收益（稀释后）LFUSLPX
| Q1 26 | $2.96 | — | ||
| Q4 25 | $-9.71 | $-0.12 | ||
| Q3 25 | $2.77 | $0.13 | ||
| Q2 25 | $2.30 | $0.77 | ||
| Q1 25 | $1.75 | $1.30 | ||
| Q4 24 | $-2.07 | $0.90 | ||
| Q3 24 | $2.32 | $1.28 | ||
| Q2 24 | $1.82 | $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 | $482.0M | $292.0M |
| 总债务越低越好 | $631.5M | $348.0M |
| 股东权益账面价值 | $2.5B | $1.7B |
| 总资产 | $3.9B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.25× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资LFUSLPX
| Q1 26 | $482.0M | — | ||
| Q4 25 | $563.7M | $292.0M | ||
| Q3 25 | $815.0M | $316.0M | ||
| Q2 25 | $685.5M | $333.0M | ||
| Q1 25 | $619.7M | $256.0M | ||
| Q4 24 | $725.9M | $340.0M | ||
| Q3 24 | $630.7M | $346.0M | ||
| Q2 24 | $562.7M | $317.0M |
总债务LFUSLPX
| Q1 26 | $631.5M | — | ||
| Q4 25 | $802.6M | $348.0M | ||
| Q3 25 | $805.8M | $348.0M | ||
| Q2 25 | $810.2M | $348.0M | ||
| Q1 25 | $805.7M | $348.0M | ||
| Q4 24 | $856.1M | $348.0M | ||
| Q3 24 | $867.7M | $347.0M | ||
| Q2 24 | $863.5M | $347.0M |
股东权益LFUSLPX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.4B | $1.7B | ||
| Q3 25 | $2.7B | $1.7B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | $2.5B | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.5B | $1.7B |
总资产LFUSLPX
| Q1 26 | $3.9B | — | ||
| Q4 25 | $4.0B | $2.6B | ||
| Q3 25 | $4.2B | $2.6B | ||
| Q2 25 | $4.1B | $2.7B | ||
| Q1 25 | $3.9B | $2.6B | ||
| Q4 24 | $3.9B | $2.6B | ||
| Q3 24 | $4.1B | $2.6B | ||
| Q2 24 | $3.9B | $2.5B |
负债/权益比LFUSLPX
| Q1 26 | 0.25× | — | ||
| Q4 25 | 0.33× | 0.20× | ||
| Q3 25 | 0.30× | 0.20× | ||
| Q2 25 | 0.31× | 0.20× | ||
| Q1 25 | 0.33× | 0.21× | ||
| Q4 24 | 0.35× | 0.21× | ||
| Q3 24 | 0.34× | 0.21× | ||
| Q2 24 | 0.35× | 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 | $42.6M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $66.2K | $-8.0M |
| 自由现金流率自由现金流/营收 | 0.0% | -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 | 0.57× | — |
| 过去12个月自由现金流最近4个季度 | $323.5M | $91.0M |
8季度趋势，按日历期对齐
经营现金流LFUSLPX
| Q1 26 | $42.6M | — | ||
| Q4 25 | $138.7M | $67.0M | ||
| Q3 25 | $146.9M | $89.0M | ||
| Q2 25 | $82.5M | $162.0M | ||
| Q1 25 | $65.8M | $64.0M | ||
| Q4 24 | $160.6M | $105.0M | ||
| Q3 24 | $80.4M | $183.0M | ||
| Q2 24 | $69.4M | $212.0M |
自由现金流LFUSLPX
| Q1 26 | $66.2K | — | ||
| Q4 25 | $119.7M | $-8.0M | ||
| Q3 25 | $131.2M | $5.0M | ||
| Q2 25 | $72.6M | $94.0M | ||
| Q1 25 | $42.7M | $0 | ||
| Q4 24 | $134.8M | $43.0M | ||
| Q3 24 | $65.0M | $139.0M | ||
| Q2 24 | $50.3M | $176.0M |
自由现金流率LFUSLPX
| Q1 26 | 0.0% | — | ||
| Q4 25 | 20.2% | -1.4% | ||
| Q3 25 | 21.0% | 0.8% | ||
| Q2 25 | 11.8% | 12.5% | ||
| Q1 25 | 7.7% | 0.0% | ||
| Q4 24 | 25.5% | 6.3% | ||
| Q3 24 | 11.5% | 19.3% | ||
| Q2 24 | 9.0% | 21.6% |
资本支出强度LFUSLPX
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 13.3% | ||
| Q3 25 | 2.5% | 12.7% | ||
| Q2 25 | 1.6% | 9.0% | ||
| Q1 25 | 4.2% | 8.8% | ||
| Q4 24 | 4.9% | 9.1% | ||
| Q3 24 | 2.7% | 6.1% | ||
| Q2 24 | 3.4% | 4.4% |
现金转化率LFUSLPX
| Q1 26 | 0.57× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.11× | 9.89× | ||
| Q2 25 | 1.44× | 3.00× | ||
| Q1 25 | 1.51× | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 1.39× | 2.03× | ||
| Q2 24 | 1.53× | 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
LFUS
| Electronics | $362.8M | 55% |
| Transportation | $170.4M | 26% |
| Industrial | $123.8M | 19% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
