vs
LOUISIANA-PACIFIC CORP（LPX）与MSC INDUSTRIAL DIRECT CO INC（MSM）财务数据对比。点击上方公司名可切换其他公司
MSC INDUSTRIAL DIRECT CO INC的季度营收约是LOUISIANA-PACIFIC CORP的1.7倍（$965.7M vs $566.0M），MSC INDUSTRIAL DIRECT CO INC净利率更高（5.4% vs -1.4%，领先6.8%），MSC INDUSTRIAL DIRECT CO INC同比增速更快（4.0% vs -16.9%），MSC INDUSTRIAL DIRECT CO INC自由现金流更多（$7.4M vs $-8.0M），过去两年MSC INDUSTRIAL DIRECT CO INC的营收复合增速更高（-3.4% 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。
MSC工业直销公司（MSC）通过旗下主要子公司MSC工业供应公司，是美国规模最大的工业设备分销商之一，可提供超过150万种金属加工及其他工业类产品，广泛服务于工业制造、维修运维等领域的客户需求。
LPX vs MSM — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $965.7M |
| 净利润 | $-8.0M | $51.8M |
| 毛利率 | 15.0% | 40.7% |
| 营业利润率 | -1.6% | 7.9% |
| 净利率 | -1.4% | 5.4% |
| 营收同比 | -16.9% | 4.0% |
| 净利润同比 | -112.9% | 11.1% |
| 每股收益（稀释后） | $-0.12 | $0.93 |
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 | $965.7M | ||
| Q3 25 | $663.0M | $978.2M | ||
| Q2 25 | $755.0M | $971.1M | ||
| Q1 25 | $724.0M | — | ||
| Q4 24 | $681.0M | $928.5M | ||
| Q3 24 | $722.0M | — | ||
| Q2 24 | $814.0M | $979.4M | ||
| Q1 24 | $724.0M | $935.3M |
| Q4 25 | $-8.0M | $51.8M | ||
| Q3 25 | $9.0M | $56.5M | ||
| Q2 25 | $54.0M | $56.8M | ||
| Q1 25 | $91.0M | — | ||
| Q4 24 | $62.0M | $46.6M | ||
| Q3 24 | $90.0M | — | ||
| Q2 24 | $160.0M | $71.7M | ||
| Q1 24 | $108.0M | $61.8M |
| Q4 25 | 15.0% | 40.7% | ||
| Q3 25 | 19.5% | 40.4% | ||
| Q2 25 | 23.6% | 41.0% | ||
| Q1 25 | 27.2% | — | ||
| Q4 24 | 23.8% | 40.7% | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 32.3% | 40.9% | ||
| Q1 24 | 29.6% | 41.5% |
| Q4 25 | -1.6% | 7.9% | ||
| Q3 25 | 2.7% | 8.6% | ||
| Q2 25 | 10.6% | 8.5% | ||
| Q1 25 | 16.6% | — | ||
| Q4 24 | 11.0% | 7.8% | ||
| Q3 24 | 16.1% | — | ||
| Q2 24 | 23.8% | 10.9% | ||
| Q1 24 | 20.0% | 9.7% |
| Q4 25 | -1.4% | 5.4% | ||
| Q3 25 | 1.4% | 5.8% | ||
| Q2 25 | 7.2% | 5.9% | ||
| Q1 25 | 12.6% | — | ||
| Q4 24 | 9.1% | 5.0% | ||
| Q3 24 | 12.5% | — | ||
| Q2 24 | 19.7% | 7.3% | ||
| Q1 24 | 14.9% | 6.6% |
| Q4 25 | $-0.12 | $0.93 | ||
| Q3 25 | $0.13 | $1.02 | ||
| Q2 25 | $0.77 | $1.02 | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $0.90 | $0.83 | ||
| Q3 24 | $1.28 | — | ||
| Q2 24 | $2.23 | $1.27 | ||
| Q1 24 | $1.48 | $1.10 |
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 | $40.3M |
| 总债务越低越好 | $348.0M | $214.1M |
| 股东权益账面价值 | $1.7B | $1.4B |
| 总资产 | $2.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.16× |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $40.3M | ||
| Q3 25 | $316.0M | $56.2M | ||
| Q2 25 | $333.0M | $71.7M | ||
| Q1 25 | $256.0M | — | ||
| Q4 24 | $340.0M | $57.3M | ||
| Q3 24 | $346.0M | — | ||
| Q2 24 | $317.0M | $25.9M | ||
| Q1 24 | $244.0M | $22.2M |
| Q4 25 | $348.0M | $214.1M | ||
| Q3 25 | $348.0M | $168.8M | ||
| Q2 25 | $348.0M | $285.0M | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | $289.9M | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | $299.8M | ||
| Q1 24 | $347.0M | $294.5M |
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $1.4B | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.4B |
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.6B | $2.5B | ||
| Q2 25 | $2.7B | $2.5B | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $2.5B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | $2.5B | ||
| Q1 24 | $2.5B | $2.5B |
| Q4 25 | 0.20× | 0.16× | ||
| Q3 25 | 0.20× | 0.12× | ||
| Q2 25 | 0.20× | 0.21× | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | 0.21× | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.21× | 0.21× | ||
| Q1 24 | 0.21× | 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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $7.4M |
| 自由现金流率自由现金流/营收 | -1.4% | 0.8% |
| 资本支出强度资本支出/营收 | 13.3% | 2.3% |
| 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 | $91.0M | — |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $29.4M | ||
| Q3 25 | $89.0M | — | ||
| Q2 25 | $162.0M | $151.6M | ||
| Q1 25 | $64.0M | — | ||
| Q4 24 | $105.0M | $101.9M | ||
| Q3 24 | $183.0M | — | ||
| Q2 24 | $212.0M | $143.5M | ||
| Q1 24 | $105.0M | $78.7M |
| Q4 25 | $-8.0M | $7.4M | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $94.0M | $100.7M | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $43.0M | $81.7M | ||
| Q3 24 | $139.0M | — | ||
| Q2 24 | $176.0M | $114.0M | ||
| Q1 24 | $64.0M | $53.4M |
| Q4 25 | -1.4% | 0.8% | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 12.5% | 10.4% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 6.3% | 8.8% | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 21.6% | 11.6% | ||
| Q1 24 | 8.8% | 5.7% |
| Q4 25 | 13.3% | 2.3% | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | 9.0% | 5.2% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.1% | 2.2% | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 4.4% | 3.0% | ||
| Q1 24 | 5.7% | 2.7% |
| Q4 25 | — | 0.57× | ||
| Q3 25 | 9.89× | — | ||
| Q2 25 | 3.00× | 2.67× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.69× | 2.18× | ||
| Q3 24 | 2.03× | — | ||
| Q2 24 | 1.32× | 2.00× | ||
| Q1 24 | 0.97× | 1.27× |
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% |
MSM
暂无分部数据
