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LOUISIANA-PACIFIC CORP（LPX）与OSI SYSTEMS INC（OSIS）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OSI SYSTEMS INC的1.2倍（$566.0M vs $464.1M），OSI SYSTEMS INC净利率更高（8.3% vs -1.4%，领先9.8%），OSI SYSTEMS INC同比增速更快（10.5% vs -16.9%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $-8.0M），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% 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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
LPX vs OSIS — 直观对比
营收规模更大
LPX
是对方的1.2倍
$464.1M
营收增速更快
OSIS
高出27.4%
-16.9%
净利率更高
OSIS
高出9.8%
-1.4%
自由现金流更多
OSIS
多$63.5M
$-8.0M
两年增速更快
OSIS
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $464.1M |
| 净利润 | $-8.0M | $38.7M |
| 毛利率 | 15.0% | 32.7% |
| 营业利润率 | -1.6% | 12.7% |
| 净利率 | -1.4% | 8.3% |
| 营收同比 | -16.9% | 10.5% |
| 净利润同比 | -112.9% | 2.3% |
| 每股收益（稀释后） | $-0.12 | $2.22 |
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
营收LPXOSIS
| Q4 25 | $566.0M | $464.1M | ||
| Q3 25 | $663.0M | $384.6M | ||
| Q2 25 | $755.0M | $505.0M | ||
| Q1 25 | $724.0M | $444.4M | ||
| Q4 24 | $681.0M | $419.8M | ||
| Q3 24 | $722.0M | $344.0M | ||
| Q2 24 | $814.0M | $480.9M | ||
| Q1 24 | $724.0M | $405.4M |
净利润LPXOSIS
| Q4 25 | $-8.0M | $38.7M | ||
| Q3 25 | $9.0M | $20.6M | ||
| Q2 25 | $54.0M | $52.7M | ||
| Q1 25 | $91.0M | $41.1M | ||
| Q4 24 | $62.0M | $37.8M | ||
| Q3 24 | $90.0M | $17.9M | ||
| Q2 24 | $160.0M | $44.7M | ||
| Q1 24 | $108.0M | $34.0M |
毛利率LPXOSIS
| Q4 25 | 15.0% | 32.7% | ||
| Q3 25 | 19.5% | 32.0% | ||
| Q2 25 | 23.6% | 33.3% | ||
| Q1 25 | 27.2% | 33.8% | ||
| Q4 24 | 23.8% | 35.1% | ||
| Q3 24 | 26.7% | 35.3% | ||
| Q2 24 | 32.3% | 32.1% | ||
| Q1 24 | 29.6% | 33.6% |
营业利润率LPXOSIS
| Q4 25 | -1.6% | 12.7% | ||
| Q3 25 | 2.7% | 8.6% | ||
| Q2 25 | 10.6% | 14.5% | ||
| Q1 25 | 16.6% | 12.7% | ||
| Q4 24 | 11.0% | 13.8% | ||
| Q3 24 | 16.1% | 8.8% | ||
| Q2 24 | 23.8% | 13.1% | ||
| Q1 24 | 20.0% | 12.7% |
净利率LPXOSIS
| Q4 25 | -1.4% | 8.3% | ||
| Q3 25 | 1.4% | 5.3% | ||
| Q2 25 | 7.2% | 10.4% | ||
| Q1 25 | 12.6% | 9.3% | ||
| Q4 24 | 9.1% | 9.0% | ||
| Q3 24 | 12.5% | 5.2% | ||
| Q2 24 | 19.7% | 9.3% | ||
| Q1 24 | 14.9% | 8.4% |
每股收益（稀释后）LPXOSIS
| Q4 25 | $-0.12 | $2.22 | ||
| Q3 25 | $0.13 | $1.18 | ||
| Q2 25 | $0.77 | $3.04 | ||
| Q1 25 | $1.30 | $2.40 | ||
| Q4 24 | $0.90 | $2.22 | ||
| Q3 24 | $1.28 | $1.05 | ||
| Q2 24 | $2.23 | $2.57 | ||
| Q1 24 | $1.48 | $1.95 |
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 | $336.7M |
| 总债务越低越好 | $348.0M | $1.0B |
| 股东权益账面价值 | $1.7B | $845.5M |
| 总资产 | $2.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.20× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资LPXOSIS
| Q4 25 | $292.0M | $336.7M | ||
| Q3 25 | $316.0M | $124.4M | ||
| Q2 25 | $333.0M | $106.4M | ||
| Q1 25 | $256.0M | $95.8M | ||
| Q4 24 | $340.0M | $101.6M | ||
| Q3 24 | $346.0M | $85.1M | ||
| Q2 24 | $317.0M | $95.4M | ||
| Q1 24 | $244.0M | $101.4M |
总债务LPXOSIS
| Q4 25 | $348.0M | $1.0B | ||
| Q3 25 | $348.0M | $442.2M | ||
| Q2 25 | $348.0M | $471.6M | ||
| Q1 25 | $348.0M | $473.2M | ||
| Q4 24 | $348.0M | $474.8M | ||
| Q3 24 | $347.0M | $476.3M | ||
| Q2 24 | $347.0M | $137.6M | ||
| Q1 24 | $347.0M | — |
股东权益LPXOSIS
| Q4 25 | $1.7B | $845.5M | ||
| Q3 25 | $1.7B | $946.0M | ||
| Q2 25 | $1.7B | $951.1M | ||
| Q1 25 | $1.7B | $879.3M | ||
| Q4 24 | $1.7B | $825.8M | ||
| Q3 24 | $1.7B | $786.5M | ||
| Q2 24 | $1.7B | $863.5M | ||
| Q1 24 | $1.6B | $813.4M |
总资产LPXOSIS
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.6B | $2.3B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.5B | $1.9B | ||
| Q1 24 | $2.5B | $1.8B |
负债/权益比LPXOSIS
| Q4 25 | 0.20× | 1.19× | ||
| Q3 25 | 0.20× | 0.47× | ||
| Q2 25 | 0.20× | 0.50× | ||
| Q1 25 | 0.21× | 0.54× | ||
| Q4 24 | 0.21× | 0.57× | ||
| Q3 24 | 0.21× | 0.61× | ||
| Q2 24 | 0.21× | 0.16× | ||
| 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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $55.5M |
| 自由现金流率自由现金流/营收 | -1.4% | 12.0% |
| 资本支出强度资本支出/营收 | 13.3% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.61× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $137.2M |
8季度趋势，按日历期对齐
经营现金流LPXOSIS
| Q4 25 | $67.0M | $62.2M | ||
| Q3 25 | $89.0M | $17.1M | ||
| Q2 25 | $162.0M | $562.0K | ||
| Q1 25 | $64.0M | $81.6M | ||
| Q4 24 | $105.0M | $52.5M | ||
| Q3 24 | $183.0M | $-37.2M | ||
| Q2 24 | $212.0M | $-29.0M | ||
| Q1 24 | $105.0M | $-52.1M |
自由现金流LPXOSIS
| Q4 25 | $-8.0M | $55.5M | ||
| Q3 25 | $5.0M | $10.1M | ||
| Q2 25 | $94.0M | $-5.6M | ||
| Q1 25 | $0 | $77.1M | ||
| Q4 24 | $43.0M | $47.1M | ||
| Q3 24 | $139.0M | $-44.9M | ||
| Q2 24 | $176.0M | $-37.5M | ||
| Q1 24 | $64.0M | $-57.0M |
自由现金流率LPXOSIS
| Q4 25 | -1.4% | 12.0% | ||
| Q3 25 | 0.8% | 2.6% | ||
| Q2 25 | 12.5% | -1.1% | ||
| Q1 25 | 0.0% | 17.4% | ||
| Q4 24 | 6.3% | 11.2% | ||
| Q3 24 | 19.3% | -13.0% | ||
| Q2 24 | 21.6% | -7.8% | ||
| Q1 24 | 8.8% | -14.1% |
资本支出强度LPXOSIS
| Q4 25 | 13.3% | 1.4% | ||
| Q3 25 | 12.7% | 1.8% | ||
| Q2 25 | 9.0% | 1.2% | ||
| Q1 25 | 8.8% | 1.0% | ||
| Q4 24 | 9.1% | 1.3% | ||
| Q3 24 | 6.1% | 2.2% | ||
| Q2 24 | 4.4% | 1.8% | ||
| Q1 24 | 5.7% | 1.2% |
现金转化率LPXOSIS
| Q4 25 | — | 1.61× | ||
| Q3 25 | 9.89× | 0.83× | ||
| Q2 25 | 3.00× | 0.01× | ||
| Q1 25 | 0.70× | 1.98× | ||
| Q4 24 | 1.69× | 1.39× | ||
| Q3 24 | 2.03× | -2.07× | ||
| Q2 24 | 1.32× | -0.65× | ||
| Q1 24 | 0.97× | -1.53× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
