vs
LOUISIANA-PACIFIC CORP（LPX）与National Energy Services Reunited Corp.（NESR）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National Energy Services Reunited Corp.的1.9倍（$566.0M vs $295.3M），National Energy Services Reunited Corp.净利率更高（6.0% vs -1.4%，领先7.4%），National Energy Services Reunited Corp.同比增速更快（-12.2% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-34.1M）
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。
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
LPX vs NESR — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $295.3M |
| 净利润 | $-8.0M | $17.7M |
| 毛利率 | 15.0% | 12.0% |
| 营业利润率 | -1.6% | 6.6% |
| 净利率 | -1.4% | 6.0% |
| 营收同比 | -16.9% | -12.2% |
| 净利润同比 | -112.9% | -14.0% |
| 每股收益（稀释后） | $-0.12 | $0.18 |
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 | — | ||
| Q3 25 | $663.0M | $295.3M | ||
| Q2 25 | $755.0M | $327.4M | ||
| Q1 25 | $724.0M | $303.1M | ||
| Q4 24 | $681.0M | — | ||
| Q3 24 | $722.0M | $336.2M | ||
| Q2 24 | $814.0M | $325.0M | ||
| Q1 24 | $724.0M | — |
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $9.0M | $17.7M | ||
| Q2 25 | $54.0M | $15.2M | ||
| Q1 25 | $91.0M | $10.4M | ||
| Q4 24 | $62.0M | — | ||
| Q3 24 | $90.0M | $20.6M | ||
| Q2 24 | $160.0M | $18.9M | ||
| Q1 24 | $108.0M | — |
| Q4 25 | 15.0% | — | ||
| Q3 25 | 19.5% | 12.0% | ||
| Q2 25 | 23.6% | 13.4% | ||
| Q1 25 | 27.2% | 12.4% | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 26.7% | 15.9% | ||
| Q2 24 | 32.3% | 16.4% | ||
| Q1 24 | 29.6% | — |
| Q4 25 | -1.6% | — | ||
| Q3 25 | 2.7% | 6.6% | ||
| Q2 25 | 10.6% | 8.3% | ||
| Q1 25 | 16.6% | 6.9% | ||
| Q4 24 | 11.0% | — | ||
| Q3 24 | 16.1% | 10.5% | ||
| Q2 24 | 23.8% | 10.5% | ||
| Q1 24 | 20.0% | — |
| Q4 25 | -1.4% | — | ||
| Q3 25 | 1.4% | 6.0% | ||
| Q2 25 | 7.2% | 4.6% | ||
| Q1 25 | 12.6% | 3.4% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 12.5% | 6.1% | ||
| Q2 24 | 19.7% | 5.8% | ||
| Q1 24 | 14.9% | — |
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $0.13 | $0.18 | ||
| Q2 25 | $0.77 | $0.16 | ||
| Q1 25 | $1.30 | $0.11 | ||
| Q4 24 | $0.90 | — | ||
| Q3 24 | $1.28 | $0.22 | ||
| Q2 24 | $2.23 | $0.20 | ||
| Q1 24 | $1.48 | — |
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 | $69.7M |
| 总债务越低越好 | $348.0M | $274.1M |
| 股东权益账面价值 | $1.7B | $956.7M |
| 总资产 | $2.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.29× |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | — | ||
| Q3 25 | $316.0M | $69.7M | ||
| Q2 25 | $333.0M | $131.8M | ||
| Q1 25 | $256.0M | $78.7M | ||
| Q4 24 | $340.0M | — | ||
| Q3 24 | $346.0M | $118.2M | ||
| Q2 24 | $317.0M | $75.0M | ||
| Q1 24 | $244.0M | — |
| Q4 25 | $348.0M | — | ||
| Q3 25 | $348.0M | $274.1M | ||
| Q2 25 | $348.0M | $291.7M | ||
| Q1 25 | $348.0M | $309.2M | ||
| Q4 24 | $348.0M | — | ||
| Q3 24 | $347.0M | $358.7M | ||
| Q2 24 | $347.0M | $376.7M | ||
| Q1 24 | $347.0M | — |
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $956.7M | ||
| Q2 25 | $1.7B | $936.9M | ||
| Q1 25 | $1.7B | $920.5M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $873.5M | ||
| Q2 24 | $1.7B | $851.4M | ||
| Q1 24 | $1.6B | — |
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.7B | $1.8B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.5B | $1.8B | ||
| Q1 24 | $2.5B | — |
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | 0.29× | ||
| Q2 25 | 0.20× | 0.31× | ||
| Q1 25 | 0.21× | 0.34× | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | 0.41× | ||
| Q2 24 | 0.21× | 0.44× | ||
| 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 | $6.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-34.1M |
| 自由现金流率自由现金流/营收 | -1.4% | -11.5% |
| 资本支出强度资本支出/营收 | 13.3% | 13.8% |
| 现金转化率经营现金流/净利润 | — | 0.38× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $68.5M |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | — | ||
| Q3 25 | $89.0M | $6.7M | ||
| Q2 25 | $162.0M | $98.5M | ||
| Q1 25 | $64.0M | $20.5M | ||
| Q4 24 | $105.0M | — | ||
| Q3 24 | $183.0M | $70.8M | ||
| Q2 24 | $212.0M | — | ||
| Q1 24 | $105.0M | — |
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $5.0M | $-34.1M | ||
| Q2 25 | $94.0M | $68.7M | ||
| Q1 25 | $0 | $-9.6M | ||
| Q4 24 | $43.0M | — | ||
| Q3 24 | $139.0M | $43.4M | ||
| Q2 24 | $176.0M | — | ||
| Q1 24 | $64.0M | — |
| Q4 25 | -1.4% | — | ||
| Q3 25 | 0.8% | -11.5% | ||
| Q2 25 | 12.5% | 21.0% | ||
| Q1 25 | 0.0% | -3.2% | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 19.3% | 12.9% | ||
| Q2 24 | 21.6% | — | ||
| Q1 24 | 8.8% | — |
| Q4 25 | 13.3% | — | ||
| Q3 25 | 12.7% | 13.8% | ||
| Q2 25 | 9.0% | 9.1% | ||
| Q1 25 | 8.8% | 9.9% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 6.1% | 8.1% | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 5.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | 0.38× | ||
| Q2 25 | 3.00× | 6.48× | ||
| Q1 25 | 0.70× | 1.97× | ||
| Q4 24 | 1.69× | — | ||
| Q3 24 | 2.03× | 3.43× | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 0.97× | — |
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% |
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
