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LOUISIANA-PACIFIC CORP（LPX）与Monolithic Power Systems（MPWR）财务数据对比。点击上方公司名可切换其他公司
Monolithic Power Systems的季度营收约是LOUISIANA-PACIFIC CORP的1.3倍（$751.2M vs $566.0M），Monolithic Power Systems净利率更高（22.9% vs -1.4%，领先24.3%），Monolithic Power Systems同比增速更快（20.8% vs -16.9%），Monolithic Power Systems自由现金流更多（$63.9M vs $-8.0M），过去两年Monolithic Power Systems的营收复合增速更高（28.1% 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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
LPX vs MPWR — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $751.2M |
| 净利润 | $-8.0M | $171.7M |
| 毛利率 | 15.0% | 55.2% |
| 营业利润率 | -1.6% | 26.6% |
| 净利率 | -1.4% | 22.9% |
| 营收同比 | -16.9% | 20.8% |
| 净利润同比 | -112.9% | -86.3% |
| 每股收益（稀释后） | $-0.12 | $3.50 |
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
| Q4 25 | $566.0M | $751.2M | ||
| Q3 25 | $663.0M | $737.2M | ||
| Q2 25 | $755.0M | $664.6M | ||
| Q1 25 | $724.0M | $637.6M | ||
| Q4 24 | $681.0M | $621.7M | ||
| Q3 24 | $722.0M | $620.1M | ||
| Q2 24 | $814.0M | $507.4M | ||
| Q1 24 | $724.0M | $457.9M |
| Q4 25 | $-8.0M | $171.7M | ||
| Q3 25 | $9.0M | $179.8M | ||
| Q2 25 | $54.0M | $135.0M | ||
| Q1 25 | $91.0M | $135.1M | ||
| Q4 24 | $62.0M | $1.3B | ||
| Q3 24 | $90.0M | $144.4M | ||
| Q2 24 | $160.0M | $100.4M | ||
| Q1 24 | $108.0M | $92.5M |
| Q4 25 | 15.0% | 55.2% | ||
| Q3 25 | 19.5% | 55.1% | ||
| Q2 25 | 23.6% | 55.1% | ||
| Q1 25 | 27.2% | 55.4% | ||
| Q4 24 | 23.8% | 55.4% | ||
| Q3 24 | 26.7% | 55.4% | ||
| Q2 24 | 32.3% | 55.3% | ||
| Q1 24 | 29.6% | 55.1% |
| Q4 25 | -1.6% | 26.6% | ||
| Q3 25 | 2.7% | 26.5% | ||
| Q2 25 | 10.6% | 24.8% | ||
| Q1 25 | 16.6% | 26.5% | ||
| Q4 24 | 11.0% | 26.3% | ||
| Q3 24 | 16.1% | 26.5% | ||
| Q2 24 | 23.8% | 23.0% | ||
| Q1 24 | 20.0% | 20.9% |
| Q4 25 | -1.4% | 22.9% | ||
| Q3 25 | 1.4% | 24.4% | ||
| Q2 25 | 7.2% | 20.3% | ||
| Q1 25 | 12.6% | 21.2% | ||
| Q4 24 | 9.1% | 201.8% | ||
| Q3 24 | 12.5% | 23.3% | ||
| Q2 24 | 19.7% | 19.8% | ||
| Q1 24 | 14.9% | 20.2% |
| Q4 25 | $-0.12 | $3.50 | ||
| Q3 25 | $0.13 | $3.74 | ||
| Q2 25 | $0.77 | $2.81 | ||
| Q1 25 | $1.30 | $2.81 | ||
| Q4 24 | $0.90 | $25.71 | ||
| Q3 24 | $1.28 | $2.95 | ||
| Q2 24 | $2.23 | $2.05 | ||
| Q1 24 | $1.48 | $1.89 |
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 | $1.3B |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $3.5B |
| 总资产 | $2.6B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $1.3B | ||
| Q3 25 | $316.0M | $1.3B | ||
| Q2 25 | $333.0M | $1.1B | ||
| Q1 25 | $256.0M | $1.0B | ||
| Q4 24 | $340.0M | $862.9M | ||
| Q3 24 | $346.0M | $1.5B | ||
| Q2 24 | $317.0M | $1.3B | ||
| Q1 24 | $244.0M | $1.3B |
| Q4 25 | $348.0M | — | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | — | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — | ||
| Q1 24 | $347.0M | — |
| Q4 25 | $1.7B | $3.5B | ||
| Q3 25 | $1.7B | $3.4B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.7B | $3.1B | ||
| Q4 24 | $1.7B | $3.0B | ||
| Q3 24 | $1.7B | $2.4B | ||
| Q2 24 | $1.7B | $2.2B | ||
| Q1 24 | $1.6B | $2.1B |
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.6B | $4.1B | ||
| Q2 25 | $2.7B | $3.9B | ||
| Q1 25 | $2.6B | $3.7B | ||
| Q4 24 | $2.6B | $3.5B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.5B | $2.6B | ||
| Q1 24 | $2.5B | $2.6B |
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 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 | $67.0M | $104.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $63.9M |
| 自由现金流率自由现金流/营收 | -1.4% | 8.5% |
| 资本支出强度资本支出/营收 | 13.3% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.61× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $666.2M |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $104.9M | ||
| Q3 25 | $89.0M | $239.3M | ||
| Q2 25 | $162.0M | $237.6M | ||
| Q1 25 | $64.0M | $256.4M | ||
| Q4 24 | $105.0M | $167.7M | ||
| Q3 24 | $183.0M | $231.7M | ||
| Q2 24 | $212.0M | $141.0M | ||
| Q1 24 | $105.0M | $248.1M |
| Q4 25 | $-8.0M | $63.9M | ||
| Q3 25 | $5.0M | $196.8M | ||
| Q2 25 | $94.0M | $189.5M | ||
| Q1 25 | $0 | $216.0M | ||
| Q4 24 | $43.0M | $102.9M | ||
| Q3 24 | $139.0M | $197.9M | ||
| Q2 24 | $176.0M | $109.5M | ||
| Q1 24 | $64.0M | $232.1M |
| Q4 25 | -1.4% | 8.5% | ||
| Q3 25 | 0.8% | 26.7% | ||
| Q2 25 | 12.5% | 28.5% | ||
| Q1 25 | 0.0% | 33.9% | ||
| Q4 24 | 6.3% | 16.5% | ||
| Q3 24 | 19.3% | 31.9% | ||
| Q2 24 | 21.6% | 21.6% | ||
| Q1 24 | 8.8% | 50.7% |
| Q4 25 | 13.3% | 5.5% | ||
| Q3 25 | 12.7% | 5.8% | ||
| Q2 25 | 9.0% | 7.2% | ||
| Q1 25 | 8.8% | 6.3% | ||
| Q4 24 | 9.1% | 10.4% | ||
| Q3 24 | 6.1% | 5.5% | ||
| Q2 24 | 4.4% | 6.2% | ||
| Q1 24 | 5.7% | 3.5% |
| Q4 25 | — | 0.61× | ||
| Q3 25 | 9.89× | 1.33× | ||
| Q2 25 | 3.00× | 1.76× | ||
| Q1 25 | 0.70× | 1.90× | ||
| Q4 24 | 1.69× | 0.13× | ||
| Q3 24 | 2.03× | 1.60× | ||
| Q2 24 | 1.32× | 1.40× | ||
| Q1 24 | 0.97× | 2.68× |
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% |
MPWR
暂无分部数据
