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LOUISIANA-PACIFIC CORP（LPX）与MONRO, INC.（MNRO）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MONRO, INC.的1.9倍（$566.0M vs $293.4M），MONRO, INC.净利率更高（3.8% vs -1.4%，领先5.2%），MONRO, INC.同比增速更快（-4.0% vs -16.9%），MONRO, INC.自由现金流更多（$9.1M vs $-8.0M），过去两年MONRO, INC.的营收复合增速更高（-2.7% 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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
LPX vs MNRO — 直观对比
营收规模更大
LPX
是对方的1.9倍
$293.4M
营收增速更快
MNRO
高出12.8%
-16.9%
净利率更高
MNRO
高出5.2%
-1.4%
自由现金流更多
MNRO
多$17.1M
$-8.0M
两年增速更快
MNRO
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $293.4M |
| 净利润 | $-8.0M | $11.1M |
| 毛利率 | 15.0% | 34.9% |
| 营业利润率 | -1.6% | 6.3% |
| 净利率 | -1.4% | 3.8% |
| 营收同比 | -16.9% | -4.0% |
| 净利润同比 | -112.9% | 143.1% |
| 每股收益（稀释后） | $-0.12 | $0.35 |
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LPXMNRO
| Q4 25 | $566.0M | $293.4M | ||
| Q3 25 | $663.0M | $288.9M | ||
| Q2 25 | $755.0M | $301.0M | ||
| Q1 25 | $724.0M | $295.0M | ||
| Q4 24 | $681.0M | $305.8M | ||
| Q3 24 | $722.0M | $301.4M | ||
| Q2 24 | $814.0M | $293.2M | ||
| Q1 24 | $724.0M | $310.1M |
净利润LPXMNRO
| Q4 25 | $-8.0M | $11.1M | ||
| Q3 25 | $9.0M | $5.7M | ||
| Q2 25 | $54.0M | $-8.1M | ||
| Q1 25 | $91.0M | $-21.3M | ||
| Q4 24 | $62.0M | $4.6M | ||
| Q3 24 | $90.0M | $5.6M | ||
| Q2 24 | $160.0M | $5.9M | ||
| Q1 24 | $108.0M | $3.7M |
毛利率LPXMNRO
| Q4 25 | 15.0% | 34.9% | ||
| Q3 25 | 19.5% | 35.7% | ||
| Q2 25 | 23.6% | 35.5% | ||
| Q1 25 | 27.2% | 33.0% | ||
| Q4 24 | 23.8% | 34.3% | ||
| Q3 24 | 26.7% | 35.3% | ||
| Q2 24 | 32.3% | 37.2% | ||
| Q1 24 | 29.6% | 35.5% |
营业利润率LPXMNRO
| Q4 25 | -1.6% | 6.3% | ||
| Q3 25 | 2.7% | 4.4% | ||
| Q2 25 | 10.6% | -2.0% | ||
| Q1 25 | 16.6% | -8.1% | ||
| Q4 24 | 11.0% | 3.3% | ||
| Q3 24 | 16.1% | 4.4% | ||
| Q2 24 | 23.8% | 4.5% | ||
| Q1 24 | 20.0% | 3.3% |
净利率LPXMNRO
| Q4 25 | -1.4% | 3.8% | ||
| Q3 25 | 1.4% | 2.0% | ||
| Q2 25 | 7.2% | -2.7% | ||
| Q1 25 | 12.6% | -7.2% | ||
| Q4 24 | 9.1% | 1.5% | ||
| Q3 24 | 12.5% | 1.9% | ||
| Q2 24 | 19.7% | 2.0% | ||
| Q1 24 | 14.9% | 1.2% |
每股收益（稀释后）LPXMNRO
| Q4 25 | $-0.12 | $0.35 | ||
| Q3 25 | $0.13 | $0.18 | ||
| Q2 25 | $0.77 | $-0.28 | ||
| Q1 25 | $1.30 | $-0.74 | ||
| Q4 24 | $0.90 | $0.15 | ||
| Q3 24 | $1.28 | $0.18 | ||
| Q2 24 | $2.23 | $0.19 | ||
| Q1 24 | $1.48 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | $348.0M | $45.0M |
| 股东权益账面价值 | $1.7B | $604.9M |
| 总资产 | $2.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资LPXMNRO
| Q4 25 | $292.0M | $4.9M | ||
| Q3 25 | $316.0M | $10.5M | ||
| Q2 25 | $333.0M | $7.8M | ||
| Q1 25 | $256.0M | $20.8M | ||
| Q4 24 | $340.0M | $10.2M | ||
| Q3 24 | $346.0M | $20.9M | ||
| Q2 24 | $317.0M | $18.7M | ||
| Q1 24 | $244.0M | $6.6M |
总债务LPXMNRO
| Q4 25 | $348.0M | $45.0M | ||
| Q3 25 | $348.0M | $60.0M | ||
| Q2 25 | $348.0M | $71.5M | ||
| Q1 25 | $348.0M | $61.3M | ||
| Q4 24 | $348.0M | $59.3M | ||
| Q3 24 | $347.0M | $62.0M | ||
| Q2 24 | $347.0M | $112.0M | ||
| Q1 24 | $347.0M | $102.0M |
股东权益LPXMNRO
| Q4 25 | $1.7B | $604.9M | ||
| Q3 25 | $1.7B | $601.7M | ||
| Q2 25 | $1.7B | $604.9M | ||
| Q1 25 | $1.7B | $620.8M | ||
| Q4 24 | $1.7B | $648.9M | ||
| Q3 24 | $1.7B | $651.9M | ||
| Q2 24 | $1.7B | $654.4M | ||
| Q1 24 | $1.6B | $656.8M |
总资产LPXMNRO
| Q4 25 | $2.6B | $1.6B | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.7B | $1.6B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.5B | $1.7B | ||
| Q1 24 | $2.5B | $1.7B |
负债/权益比LPXMNRO
| Q4 25 | 0.20× | 0.07× | ||
| Q3 25 | 0.20× | 0.10× | ||
| Q2 25 | 0.20× | 0.12× | ||
| Q1 25 | 0.21× | 0.10× | ||
| Q4 24 | 0.21× | 0.09× | ||
| Q3 24 | 0.21× | 0.10× | ||
| Q2 24 | 0.21× | 0.17× | ||
| Q1 24 | 0.21× | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $9.1M |
| 自由现金流率自由现金流/营收 | -1.4% | 3.1% |
| 资本支出强度资本支出/营收 | 13.3% | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $49.6M |
8季度趋势，按日历期对齐
经营现金流LPXMNRO
| Q4 25 | $67.0M | $17.8M | ||
| Q3 25 | $89.0M | $32.3M | ||
| Q2 25 | $162.0M | $-1.9M | ||
| Q1 25 | $64.0M | $28.9M | ||
| Q4 24 | $105.0M | $14.8M | ||
| Q3 24 | $183.0M | $62.6M | ||
| Q2 24 | $212.0M | $25.6M | ||
| Q1 24 | $105.0M | $-5.3M |
自由现金流LPXMNRO
| Q4 25 | $-8.0M | $9.1M | ||
| Q3 25 | $5.0M | $26.6M | ||
| Q2 25 | $94.0M | $-9.3M | ||
| Q1 25 | $0 | $23.2M | ||
| Q4 24 | $43.0M | $7.9M | ||
| Q3 24 | $139.0M | $57.6M | ||
| Q2 24 | $176.0M | $16.8M | ||
| Q1 24 | $64.0M | $-11.9M |
自由现金流率LPXMNRO
| Q4 25 | -1.4% | 3.1% | ||
| Q3 25 | 0.8% | 9.2% | ||
| Q2 25 | 12.5% | -3.1% | ||
| Q1 25 | 0.0% | 7.9% | ||
| Q4 24 | 6.3% | 2.6% | ||
| Q3 24 | 19.3% | 19.1% | ||
| Q2 24 | 21.6% | 5.7% | ||
| Q1 24 | 8.8% | -3.8% |
资本支出强度LPXMNRO
| Q4 25 | 13.3% | 3.0% | ||
| Q3 25 | 12.7% | 2.0% | ||
| Q2 25 | 9.0% | 2.5% | ||
| Q1 25 | 8.8% | 1.9% | ||
| Q4 24 | 9.1% | 2.2% | ||
| Q3 24 | 6.1% | 1.6% | ||
| Q2 24 | 4.4% | 3.0% | ||
| Q1 24 | 5.7% | 2.1% |
现金转化率LPXMNRO
| Q4 25 | — | 1.60× | ||
| Q3 25 | 9.89× | 5.71× | ||
| Q2 25 | 3.00× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.69× | 3.23× | ||
| Q3 24 | 2.03× | 11.08× | ||
| Q2 24 | 1.32× | 4.37× | ||
| Q1 24 | 0.97× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
