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LOUISIANA-PACIFIC CORP（LPX）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是迈心诺的1.5倍（$566.0M vs $371.5M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -27.0%，领先25.6%），LOUISIANA-PACIFIC CORP同比增速更快（-16.9% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $-8.0M），过去两年LOUISIANA-PACIFIC CORP的营收复合增速更高（-11.6% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
LPX vs MASI — 直观对比
营收规模更大
LPX
是对方的1.5倍
$371.5M
营收增速更快
LPX
高出9.5%
-26.4%
净利率更高
LPX
高出25.6%
-27.0%
自由现金流更多
MASI
多$58.9M
$-8.0M
两年增速更快
LPX
近两年复合增速
-17.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $371.5M |
| 净利润 | $-8.0M | $-100.4M |
| 毛利率 | 15.0% | 62.1% |
| 营业利润率 | -1.6% | 22.5% |
| 净利率 | -1.4% | -27.0% |
| 营收同比 | -16.9% | -26.4% |
| 净利润同比 | -112.9% | -1124.5% |
| 每股收益（稀释后） | $-0.12 | $-1.84 |
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LPXMASI
| Q4 25 | $566.0M | — | ||
| Q3 25 | $663.0M | $371.5M | ||
| Q2 25 | $755.0M | $370.9M | ||
| Q1 25 | $724.0M | $372.0M | ||
| Q4 24 | $681.0M | $600.7M | ||
| Q3 24 | $722.0M | $504.6M | ||
| Q2 24 | $814.0M | $496.3M | ||
| Q1 24 | $724.0M | $492.8M |
净利润LPXMASI
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $9.0M | $-100.4M | ||
| Q2 25 | $54.0M | $51.3M | ||
| Q1 25 | $91.0M | $-170.7M | ||
| Q4 24 | $62.0M | $-349.6M | ||
| Q3 24 | $90.0M | $9.8M | ||
| Q2 24 | $160.0M | $16.0M | ||
| Q1 24 | $108.0M | $18.9M |
毛利率LPXMASI
| Q4 25 | 15.0% | — | ||
| Q3 25 | 19.5% | 62.1% | ||
| Q2 25 | 23.6% | 62.9% | ||
| Q1 25 | 27.2% | 62.9% | ||
| Q4 24 | 23.8% | 40.7% | ||
| Q3 24 | 26.7% | 52.2% | ||
| Q2 24 | 32.3% | 51.3% | ||
| Q1 24 | 29.6% | 49.0% |
营业利润率LPXMASI
| Q4 25 | -1.6% | — | ||
| Q3 25 | 2.7% | 22.5% | ||
| Q2 25 | 10.6% | 17.4% | ||
| Q1 25 | 16.6% | 21.0% | ||
| Q4 24 | 11.0% | -59.8% | ||
| Q3 24 | 16.1% | 6.0% | ||
| Q2 24 | 23.8% | 5.7% | ||
| Q1 24 | 20.0% | 6.9% |
净利率LPXMASI
| Q4 25 | -1.4% | — | ||
| Q3 25 | 1.4% | -27.0% | ||
| Q2 25 | 7.2% | 13.8% | ||
| Q1 25 | 12.6% | -45.9% | ||
| Q4 24 | 9.1% | -58.2% | ||
| Q3 24 | 12.5% | 1.9% | ||
| Q2 24 | 19.7% | 3.2% | ||
| Q1 24 | 14.9% | 3.8% |
每股收益（稀释后）LPXMASI
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $0.13 | $-1.84 | ||
| Q2 25 | $0.77 | $0.94 | ||
| Q1 25 | $1.30 | $-3.12 | ||
| Q4 24 | $0.90 | $-6.54 | ||
| Q3 24 | $1.28 | $0.18 | ||
| Q2 24 | $2.23 | $0.29 | ||
| Q1 24 | $1.48 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | $348.0M | $559.1M |
| 股东权益账面价值 | $1.7B | $810.0M |
| 总资产 | $2.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资LPXMASI
| Q4 25 | $292.0M | — | ||
| Q3 25 | $316.0M | $312.3M | ||
| Q2 25 | $333.0M | $149.6M | ||
| Q1 25 | $256.0M | $130.8M | ||
| Q4 24 | $340.0M | $177.6M | ||
| Q3 24 | $346.0M | $158.5M | ||
| Q2 24 | $317.0M | $129.6M | ||
| Q1 24 | $244.0M | $157.6M |
总债务LPXMASI
| Q4 25 | $348.0M | — | ||
| Q3 25 | $348.0M | $559.1M | ||
| Q2 25 | $348.0M | $613.7M | ||
| Q1 25 | $348.0M | $651.0M | ||
| Q4 24 | $348.0M | $765.2M | ||
| Q3 24 | $347.0M | $772.6M | ||
| Q2 24 | $347.0M | $781.6M | ||
| Q1 24 | $347.0M | $876.0M |
股东权益LPXMASI
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $810.0M | ||
| Q2 25 | $1.7B | $1.0B | ||
| Q1 25 | $1.7B | $946.4M | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.4B |
总资产LPXMASI
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.7B | $2.4B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.6B | $2.6B | ||
| Q3 24 | $2.6B | $3.1B | ||
| Q2 24 | $2.5B | $2.9B | ||
| Q1 24 | $2.5B | $3.0B |
负债/权益比LPXMASI
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | 0.69× | ||
| Q2 25 | 0.20× | 0.59× | ||
| Q1 25 | 0.21× | 0.69× | ||
| Q4 24 | 0.21× | 0.73× | ||
| Q3 24 | 0.21× | 0.53× | ||
| Q2 24 | 0.21× | 0.57× | ||
| Q1 24 | 0.21× | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $50.9M |
| 自由现金流率自由现金流/营收 | -1.4% | 13.7% |
| 资本支出强度资本支出/营收 | 13.3% | 1.6% |
| 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 | $91.0M | $191.0M |
8季度趋势，按日历期对齐
经营现金流LPXMASI
| Q4 25 | $67.0M | — | ||
| Q3 25 | $89.0M | $56.8M | ||
| Q2 25 | $162.0M | $69.4M | ||
| Q1 25 | $64.0M | $31.1M | ||
| Q4 24 | $105.0M | $50.5M | ||
| Q3 24 | $183.0M | $25.6M | ||
| Q2 24 | $212.0M | $74.5M | ||
| Q1 24 | $105.0M | $45.8M |
自由现金流LPXMASI
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $5.0M | $50.9M | ||
| Q2 25 | $94.0M | $65.6M | ||
| Q1 25 | $0 | $28.5M | ||
| Q4 24 | $43.0M | $46.0M | ||
| Q3 24 | $139.0M | $16.9M | ||
| Q2 24 | $176.0M | $66.9M | ||
| Q1 24 | $64.0M | $37.6M |
自由现金流率LPXMASI
| Q4 25 | -1.4% | — | ||
| Q3 25 | 0.8% | 13.7% | ||
| Q2 25 | 12.5% | 17.7% | ||
| Q1 25 | 0.0% | 7.7% | ||
| Q4 24 | 6.3% | 7.7% | ||
| Q3 24 | 19.3% | 3.3% | ||
| Q2 24 | 21.6% | 13.5% | ||
| Q1 24 | 8.8% | 7.6% |
资本支出强度LPXMASI
| Q4 25 | 13.3% | — | ||
| Q3 25 | 12.7% | 1.6% | ||
| Q2 25 | 9.0% | 1.0% | ||
| Q1 25 | 8.8% | 0.7% | ||
| Q4 24 | 9.1% | 0.7% | ||
| Q3 24 | 6.1% | 1.7% | ||
| Q2 24 | 4.4% | 1.5% | ||
| Q1 24 | 5.7% | 1.7% |
现金转化率LPXMASI
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | — | ||
| Q2 25 | 3.00× | 1.35× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.69× | — | ||
| Q3 24 | 2.03× | 2.61× | ||
| Q2 24 | 1.32× | 4.66× | ||
| Q1 24 | 0.97× | 2.42× |
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% |
MASI
暂无分部数据
