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LOUISIANA-PACIFIC CORP（LPX）与Life Time Group Holdings, Inc.（LTH）财务数据对比。点击上方公司名可切换其他公司
Life Time Group Holdings, Inc.的季度营收约是LOUISIANA-PACIFIC CORP的1.4倍（$788.7M vs $566.0M），Life Time Group Holdings, Inc.净利率更高（11.2% vs -1.4%，领先12.6%），Life Time Group Holdings, Inc.同比增速更快（11.7% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-61.2M），过去两年Life Time Group Holdings, Inc.的营收复合增速更高（8.7% vs -11.6%）
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。
Life Time Group Holdings是美国高端健身康养服务运营商，在全美运营连锁高端运动场馆，提供健身器材使用、团体课程、私教指导、SPA护理、营养咨询、青少年运动项目及联合办公等服务，服务于追求健康生活方式的消费群体。
LPX vs LTH — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $788.7M |
| 净利润 | $-8.0M | $88.1M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | 17.1% |
| 净利率 | -1.4% | 11.2% |
| 营收同比 | -16.9% | 11.7% |
| 净利润同比 | -112.9% | 15.8% |
| 每股收益（稀释后） | $-0.12 | $0.39 |
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
| Q1 26 | — | $788.7M | ||
| Q4 25 | $566.0M | $745.1M | ||
| Q3 25 | $663.0M | $782.6M | ||
| Q2 25 | $755.0M | $761.5M | ||
| Q1 25 | $724.0M | $706.0M | ||
| Q4 24 | $681.0M | $663.3M | ||
| Q3 24 | $722.0M | $693.2M | ||
| Q2 24 | $814.0M | $667.8M |
| Q1 26 | — | $88.1M | ||
| Q4 25 | $-8.0M | $123.0M | ||
| Q3 25 | $9.0M | $102.4M | ||
| Q2 25 | $54.0M | $72.1M | ||
| Q1 25 | $91.0M | $76.1M | ||
| Q4 24 | $62.0M | $37.2M | ||
| Q3 24 | $90.0M | $41.4M | ||
| Q2 24 | $160.0M | $52.8M |
| Q1 26 | — | — | ||
| Q4 25 | 15.0% | 49.1% | ||
| Q3 25 | 19.5% | 47.1% | ||
| Q2 25 | 23.6% | 47.0% | ||
| Q1 25 | 27.2% | 47.5% | ||
| Q4 24 | 23.8% | 48.2% | ||
| Q3 24 | 26.7% | 46.5% | ||
| Q2 24 | 32.3% | 46.8% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | -1.6% | 17.4% | ||
| Q3 25 | 2.7% | 17.3% | ||
| Q2 25 | 10.6% | 14.2% | ||
| Q1 25 | 16.6% | 15.2% | ||
| Q4 24 | 11.0% | 13.1% | ||
| Q3 24 | 16.1% | 13.5% | ||
| Q2 24 | 23.8% | 15.7% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | -1.4% | 16.5% | ||
| Q3 25 | 1.4% | 13.1% | ||
| Q2 25 | 7.2% | 9.5% | ||
| Q1 25 | 12.6% | 10.8% | ||
| Q4 24 | 9.1% | 5.6% | ||
| Q3 24 | 12.5% | 6.0% | ||
| Q2 24 | 19.7% | 7.9% |
| Q1 26 | — | $0.39 | ||
| Q4 25 | $-0.12 | $0.55 | ||
| Q3 25 | $0.13 | $0.45 | ||
| Q2 25 | $0.77 | $0.32 | ||
| Q1 25 | $1.30 | $0.34 | ||
| Q4 24 | $0.90 | $0.17 | ||
| Q3 24 | $1.28 | $0.19 | ||
| Q2 24 | $2.23 | $0.26 |
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 | $292.0M | $120.0M |
| 总债务越低越好 | $348.0M | $1.5B |
| 股东权益账面价值 | $1.7B | $3.2B |
| 总资产 | $2.6B | $8.1B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.46× |
8季度趋势，按日历期对齐
| Q1 26 | — | $120.0M | ||
| Q4 25 | $292.0M | $204.8M | ||
| Q3 25 | $316.0M | $218.9M | ||
| Q2 25 | $333.0M | $175.5M | ||
| Q1 25 | $256.0M | $59.0M | ||
| Q4 24 | $340.0M | $10.9M | ||
| Q3 24 | $346.0M | $120.9M | ||
| Q2 24 | $317.0M | $34.5M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $348.0M | $1.5B | ||
| Q3 25 | $348.0M | $1.5B | ||
| Q2 25 | $348.0M | $1.5B | ||
| Q1 25 | $348.0M | $1.5B | ||
| Q4 24 | $348.0M | $1.5B | ||
| Q3 24 | $347.0M | $1.7B | ||
| Q2 24 | $347.0M | $1.8B |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.7B | $3.0B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.7B | $2.7B | ||
| Q4 24 | $1.7B | $2.6B | ||
| Q3 24 | $1.7B | $2.6B | ||
| Q2 24 | $1.7B | $2.4B |
| Q1 26 | — | $8.1B | ||
| Q4 25 | $2.6B | $8.0B | ||
| Q3 25 | $2.6B | $7.8B | ||
| Q2 25 | $2.7B | $7.6B | ||
| Q1 25 | $2.6B | $7.3B | ||
| Q4 24 | $2.6B | $7.2B | ||
| Q3 24 | $2.6B | $7.2B | ||
| Q2 24 | $2.5B | $7.1B |
| Q1 26 | — | 0.46× | ||
| Q4 25 | 0.20× | 0.48× | ||
| Q3 25 | 0.20× | 0.51× | ||
| Q2 25 | 0.20× | 0.53× | ||
| Q1 25 | 0.21× | 0.56× | ||
| Q4 24 | 0.21× | 0.59× | ||
| Q3 24 | 0.21× | 0.64× | ||
| Q2 24 | 0.21× | 0.78× |
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 | $67.0M | $198.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-61.2M |
| 自由现金流率自由现金流/营收 | -1.4% | -7.8% |
| 资本支出强度资本支出/营收 | 13.3% | 26.0% |
| 现金转化率经营现金流/净利润 | — | 2.26× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $-123.6M |
8季度趋势，按日历期对齐
| Q1 26 | — | $198.8M | ||
| Q4 25 | $67.0M | $239.9M | ||
| Q3 25 | $89.0M | $251.1M | ||
| Q2 25 | $162.0M | $195.7M | ||
| Q1 25 | $64.0M | $183.9M | ||
| Q4 24 | $105.0M | $163.1M | ||
| Q3 24 | $183.0M | $151.1M | ||
| Q2 24 | $212.0M | $170.4M |
| Q1 26 | — | $-61.2M | ||
| Q4 25 | $-8.0M | $-64.6M | ||
| Q3 25 | $5.0M | $28.6M | ||
| Q2 25 | $94.0M | $-26.3M | ||
| Q1 25 | $0 | $41.4M | ||
| Q4 24 | $43.0M | $26.8M | ||
| Q3 24 | $139.0M | $64.0M | ||
| Q2 24 | $176.0M | $26.1M |
| Q1 26 | — | -7.8% | ||
| Q4 25 | -1.4% | -8.7% | ||
| Q3 25 | 0.8% | 3.7% | ||
| Q2 25 | 12.5% | -3.5% | ||
| Q1 25 | 0.0% | 5.9% | ||
| Q4 24 | 6.3% | 4.0% | ||
| Q3 24 | 19.3% | 9.2% | ||
| Q2 24 | 21.6% | 3.9% |
| Q1 26 | — | 26.0% | ||
| Q4 25 | 13.3% | 40.9% | ||
| Q3 25 | 12.7% | 28.4% | ||
| Q2 25 | 9.0% | 29.2% | ||
| Q1 25 | 8.8% | 20.2% | ||
| Q4 24 | 9.1% | 20.6% | ||
| Q3 24 | 6.1% | 12.6% | ||
| Q2 24 | 4.4% | 21.6% |
| Q1 26 | — | 2.26× | ||
| Q4 25 | — | 1.95× | ||
| Q3 25 | 9.89× | 2.45× | ||
| Q2 25 | 3.00× | 2.71× | ||
| Q1 25 | 0.70× | 2.41× | ||
| Q4 24 | 1.69× | 4.39× | ||
| Q3 24 | 2.03× | 3.65× | ||
| Q2 24 | 1.32× | 3.23× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
LTH
| Center revenue | $767.6M | 97% |
| Other revenue | $21.1M | 3% |
