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LOUISIANA-PACIFIC CORP（LPX）与Natural Grocers by Vitamin Cottage, Inc.（NGVC）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Natural Grocers by Vitamin Cottage, Inc.的1.7倍（$566.0M vs $335.6M），Natural Grocers by Vitamin Cottage, Inc.净利率更高（3.4% vs -1.4%，领先4.8%），Natural Grocers by Vitamin Cottage, Inc.同比增速更快（1.6% vs -16.9%），Natural Grocers by Vitamin Cottage, Inc.自由现金流更多（$11.6M vs $-8.0M），过去两年Natural Grocers by Vitamin Cottage, Inc.的营收复合增速更高（4.4% 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。
Natural Grocers by Vitamin Cottage, Inc.是美国本土的特色零售连锁企业，主营认证有机食品、膳食补充剂、天然个护及环保家居类产品，面向健康意识较强的消费群体，门店覆盖美国多州，执行严格品控标准，拒绝售卖含人工添加剂的商品。
LPX vs NGVC — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $335.6M |
| 净利润 | $-8.0M | $11.3M |
| 毛利率 | 15.0% | 29.5% |
| 营业利润率 | -1.6% | 4.4% |
| 净利率 | -1.4% | 3.4% |
| 营收同比 | -16.9% | 1.6% |
| 净利润同比 | -112.9% | 14.0% |
| 每股收益（稀释后） | $-0.12 | $0.49 |
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 | $335.6M | ||
| Q3 25 | $663.0M | $336.1M | ||
| Q2 25 | $755.0M | $328.7M | ||
| Q1 25 | $724.0M | $335.8M | ||
| Q4 24 | $681.0M | $330.2M | ||
| Q3 24 | $722.0M | $322.7M | ||
| Q2 24 | $814.0M | $309.1M | ||
| Q1 24 | $724.0M | $308.1M |
| Q4 25 | $-8.0M | $11.3M | ||
| Q3 25 | $9.0M | $11.8M | ||
| Q2 25 | $54.0M | $11.6M | ||
| Q1 25 | $91.0M | $13.1M | ||
| Q4 24 | $62.0M | $9.9M | ||
| Q3 24 | $90.0M | $9.0M | ||
| Q2 24 | $160.0M | $9.2M | ||
| Q1 24 | $108.0M | $8.0M |
| Q4 25 | 15.0% | 29.5% | ||
| Q3 25 | 19.5% | 29.5% | ||
| Q2 25 | 23.6% | 29.9% | ||
| Q1 25 | 27.2% | 30.3% | ||
| Q4 24 | 23.8% | 29.9% | ||
| Q3 24 | 26.7% | 29.6% | ||
| Q2 24 | 32.3% | 29.2% | ||
| Q1 24 | 29.6% | 29.3% |
| Q4 25 | -1.6% | 4.4% | ||
| Q3 25 | 2.7% | 4.6% | ||
| Q2 25 | 10.6% | 4.7% | ||
| Q1 25 | 16.6% | 5.2% | ||
| Q4 24 | 11.0% | 4.0% | ||
| Q3 24 | 16.1% | 3.7% | ||
| Q2 24 | 23.8% | 4.2% | ||
| Q1 24 | 20.0% | 3.7% |
| Q4 25 | -1.4% | 3.4% | ||
| Q3 25 | 1.4% | 3.5% | ||
| Q2 25 | 7.2% | 3.5% | ||
| Q1 25 | 12.6% | 3.9% | ||
| Q4 24 | 9.1% | 3.0% | ||
| Q3 24 | 12.5% | 2.8% | ||
| Q2 24 | 19.7% | 3.0% | ||
| Q1 24 | 14.9% | 2.6% |
| Q4 25 | $-0.12 | $0.49 | ||
| Q3 25 | $0.13 | $0.51 | ||
| Q2 25 | $0.77 | $0.50 | ||
| Q1 25 | $1.30 | $0.56 | ||
| Q4 24 | $0.90 | $0.43 | ||
| Q3 24 | $1.28 | $0.38 | ||
| Q2 24 | $2.23 | $0.40 | ||
| Q1 24 | $1.48 | $0.35 |
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 | $23.2M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $220.0M |
| 总资产 | $2.6B | $668.6M |
| 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 | $23.2M | ||
| Q3 25 | $316.0M | $17.1M | ||
| Q2 25 | $333.0M | $13.2M | ||
| Q1 25 | $256.0M | $21.2M | ||
| Q4 24 | $340.0M | $6.3M | ||
| Q3 24 | $346.0M | $8.9M | ||
| Q2 24 | $317.0M | $13.9M | ||
| Q1 24 | $244.0M | $11.0M |
| 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 | $220.0M | ||
| Q3 25 | $1.7B | $212.4M | ||
| Q2 25 | $1.7B | $202.5M | ||
| Q1 25 | $1.7B | $193.0M | ||
| Q4 24 | $1.7B | $181.9M | ||
| Q3 24 | $1.7B | $174.3M | ||
| Q2 24 | $1.7B | $167.8M | ||
| Q1 24 | $1.6B | $160.0M |
| Q4 25 | $2.6B | $668.6M | ||
| Q3 25 | $2.6B | $670.5M | ||
| Q2 25 | $2.7B | $659.0M | ||
| Q1 25 | $2.6B | $664.6M | ||
| Q4 24 | $2.6B | $648.9M | ||
| Q3 24 | $2.6B | $655.5M | ||
| Q2 24 | $2.5B | $654.4M | ||
| Q1 24 | $2.5B | $656.6M |
| 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 | $21.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $11.6M |
| 自由现金流率自由现金流/营收 | -1.4% | 3.4% |
| 资本支出强度资本支出/营收 | 13.3% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.86× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $42.6M |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $21.1M | ||
| Q3 25 | $89.0M | $15.6M | ||
| Q2 25 | $162.0M | $2.9M | ||
| Q1 25 | $64.0M | $34.1M | ||
| Q4 24 | $105.0M | $2.7M | ||
| Q3 24 | $183.0M | $24.5M | ||
| Q2 24 | $212.0M | $12.4M | ||
| Q1 24 | $105.0M | $20.2M |
| Q4 25 | $-8.0M | $11.6M | ||
| Q3 25 | $5.0M | $7.5M | ||
| Q2 25 | $94.0M | $-4.2M | ||
| Q1 25 | $0 | $27.6M | ||
| Q4 24 | $43.0M | $-6.9M | ||
| Q3 24 | $139.0M | $18.0M | ||
| Q2 24 | $176.0M | $3.6M | ||
| Q1 24 | $64.0M | $9.8M |
| Q4 25 | -1.4% | 3.4% | ||
| Q3 25 | 0.8% | 2.2% | ||
| Q2 25 | 12.5% | -1.3% | ||
| Q1 25 | 0.0% | 8.2% | ||
| Q4 24 | 6.3% | -2.1% | ||
| Q3 24 | 19.3% | 5.6% | ||
| Q2 24 | 21.6% | 1.2% | ||
| Q1 24 | 8.8% | 3.2% |
| Q4 25 | 13.3% | 2.9% | ||
| Q3 25 | 12.7% | 2.4% | ||
| Q2 25 | 9.0% | 2.2% | ||
| Q1 25 | 8.8% | 1.9% | ||
| Q4 24 | 9.1% | 2.9% | ||
| Q3 24 | 6.1% | 2.0% | ||
| Q2 24 | 4.4% | 2.9% | ||
| Q1 24 | 5.7% | 3.4% |
| Q4 25 | — | 1.86× | ||
| Q3 25 | 9.89× | 1.32× | ||
| Q2 25 | 3.00× | 0.25× | ||
| Q1 25 | 0.70× | 2.60× | ||
| Q4 24 | 1.69× | 0.27× | ||
| Q3 24 | 2.03× | 2.72× | ||
| Q2 24 | 1.32× | 1.35× | ||
| Q1 24 | 0.97× | 2.54× |
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% |
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
