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LOUISIANA-PACIFIC CORP（LPX）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的2.0倍（$566.0M vs $289.0M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs -1.4%，领先17.4%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs -16.9%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
LPX vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $289.0M |
| 净利润 | $-8.0M | $46.3M |
| 毛利率 | 15.0% | 56.9% |
| 营业利润率 | -1.6% | 17.6% |
| 净利率 | -1.4% | 16.0% |
| 营收同比 | -16.9% | 22.5% |
| 净利润同比 | -112.9% | 46.3% |
| 每股收益（稀释后） | $-0.12 | $0.60 |
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
| Q2 26 | — | $289.0M | ||
| Q1 26 | — | $271.6M | ||
| Q4 25 | $566.0M | $261.2M | ||
| Q3 25 | $663.0M | $252.1M | ||
| Q2 25 | $755.0M | $235.9M | ||
| Q1 25 | $724.0M | $218.1M | ||
| Q4 24 | $681.0M | — | ||
| Q3 24 | $722.0M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-8.0M | $45.1M | ||
| Q3 25 | $9.0M | $36.5M | ||
| Q2 25 | $54.0M | $31.7M | ||
| Q1 25 | $91.0M | $-167.5M | ||
| Q4 24 | $62.0M | — | ||
| Q3 24 | $90.0M | $29.4M |
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | 15.0% | 54.5% | ||
| Q3 25 | 19.5% | 55.3% | ||
| Q2 25 | 23.6% | 55.2% | ||
| Q1 25 | 27.2% | 53.7% | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 26.7% | 54.7% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | -1.6% | 15.2% | ||
| Q3 25 | 2.7% | 14.9% | ||
| Q2 25 | 10.6% | 14.8% | ||
| Q1 25 | 16.6% | 8.0% | ||
| Q4 24 | 11.0% | — | ||
| Q3 24 | 16.1% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | -1.4% | 17.3% | ||
| Q3 25 | 1.4% | 14.5% | ||
| Q2 25 | 7.2% | 13.4% | ||
| Q1 25 | 12.6% | -76.8% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 12.5% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.12 | $0.67 | ||
| Q3 25 | $0.13 | $0.48 | ||
| Q2 25 | $0.77 | $0.42 | ||
| Q1 25 | $1.30 | $-2.30 | ||
| Q4 24 | $0.90 | — | ||
| Q3 24 | $1.28 | $0.40 |
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 | $664.9M |
| 总债务越低越好 | $348.0M | $0 |
| 股东权益账面价值 | $1.7B | — |
| 总资产 | $2.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | $292.0M | $786.0M | ||
| Q3 25 | $316.0M | $735.2M | ||
| Q2 25 | $333.0M | $681.5M | ||
| Q1 25 | $256.0M | $656.5M | ||
| Q4 24 | $340.0M | — | ||
| Q3 24 | $346.0M | $581.9M |
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.7B | $1.9B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | $1.8B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 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 | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | — |
| 自由现金流率自由现金流/营收 | -1.4% | — |
| 资本支出强度资本支出/营收 | 13.3% | — |
| 现金转化率经营现金流/净利润 | — | 2.62× |
| 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
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $67.0M | $69.6M | ||
| Q3 25 | $89.0M | $60.4M | ||
| Q2 25 | $162.0M | $38.7M | ||
| Q1 25 | $64.0M | $66.7M | ||
| Q4 24 | $105.0M | — | ||
| Q3 24 | $183.0M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $-8.0M | $49.4M | ||
| Q3 25 | $5.0M | $51.6M | ||
| Q2 25 | $94.0M | $30.5M | ||
| Q1 25 | $0 | $61.3M | ||
| Q4 24 | $43.0M | — | ||
| Q3 24 | $139.0M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | -1.4% | 18.9% | ||
| Q3 25 | 0.8% | 20.5% | ||
| Q2 25 | 12.5% | 12.9% | ||
| Q1 25 | 0.0% | 28.1% | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 19.3% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 13.3% | 7.7% | ||
| Q3 25 | 12.7% | 3.5% | ||
| Q2 25 | 9.0% | 3.5% | ||
| Q1 25 | 8.8% | 2.4% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 6.1% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | 9.89× | 1.65× | ||
| Q2 25 | 3.00× | 1.22× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.69× | — | ||
| Q3 24 | 2.03× | 2.12× |
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% |
MTSI
暂无分部数据
