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LOUISIANA-PACIFIC CORP（LPX）与Penguin Solutions, Inc.（PENG）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Penguin Solutions, Inc.的1.6倍（$566.0M vs $343.1M），Penguin Solutions, Inc.净利率更高（1.5% vs -1.4%，领先2.9%），Penguin Solutions, Inc.同比增速更快（0.6% vs -16.9%），Penguin Solutions, Inc.自由现金流更多（$28.2M vs $-8.0M），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% 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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
LPX vs PENG — 直观对比
营收规模更大
LPX
是对方的1.6倍
$343.1M
营收增速更快
PENG
高出17.5%
-16.9%
净利率更高
PENG
高出2.9%
-1.4%
自由现金流更多
PENG
多$36.2M
$-8.0M
两年增速更快
PENG
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $343.1M |
| 净利润 | $-8.0M | $5.3M |
| 毛利率 | 15.0% | 28.0% |
| 营业利润率 | -1.6% | 5.7% |
| 净利率 | -1.4% | 1.5% |
| 营收同比 | -16.9% | 0.6% |
| 净利润同比 | -112.9% | 1.0% |
| 每股收益（稀释后） | $-0.12 | $0.04 |
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LPXPENG
| Q4 25 | $566.0M | $343.1M | ||
| Q3 25 | $663.0M | $337.9M | ||
| Q2 25 | $755.0M | $324.3M | ||
| Q1 25 | $724.0M | $365.5M | ||
| Q4 24 | $681.0M | $341.1M | ||
| Q3 24 | $722.0M | $284.8M | ||
| Q2 24 | $814.0M | $300.6M | ||
| Q1 24 | $724.0M | — |
净利润LPXPENG
| Q4 25 | $-8.0M | $5.3M | ||
| Q3 25 | $9.0M | $9.4M | ||
| Q2 25 | $54.0M | $2.7M | ||
| Q1 25 | $91.0M | $8.1M | ||
| Q4 24 | $62.0M | $5.2M | ||
| Q3 24 | $90.0M | — | ||
| Q2 24 | $160.0M | $5.6M | ||
| Q1 24 | $108.0M | — |
毛利率LPXPENG
| Q4 25 | 15.0% | 28.0% | ||
| Q3 25 | 19.5% | 28.6% | ||
| Q2 25 | 23.6% | 29.3% | ||
| Q1 25 | 27.2% | 28.6% | ||
| Q4 24 | 23.8% | 28.7% | ||
| Q3 24 | 26.7% | 28.8% | ||
| Q2 24 | 32.3% | 29.6% | ||
| Q1 24 | 29.6% | — |
营业利润率LPXPENG
| Q4 25 | -1.6% | 5.7% | ||
| Q3 25 | 2.7% | 3.7% | ||
| Q2 25 | 10.6% | 3.0% | ||
| Q1 25 | 16.6% | 5.1% | ||
| Q4 24 | 11.0% | 5.1% | ||
| Q3 24 | 16.1% | -1.2% | ||
| Q2 24 | 23.8% | 3.8% | ||
| Q1 24 | 20.0% | — |
净利率LPXPENG
| Q4 25 | -1.4% | 1.5% | ||
| Q3 25 | 1.4% | 2.8% | ||
| Q2 25 | 7.2% | 0.8% | ||
| Q1 25 | 12.6% | 2.2% | ||
| Q4 24 | 9.1% | 1.5% | ||
| Q3 24 | 12.5% | — | ||
| Q2 24 | 19.7% | 1.9% | ||
| Q1 24 | 14.9% | — |
每股收益（稀释后）LPXPENG
| Q4 25 | $-0.12 | $0.04 | ||
| Q3 25 | $0.13 | $0.10 | ||
| Q2 25 | $0.77 | $-0.01 | ||
| Q1 25 | $1.30 | $0.09 | ||
| Q4 24 | $0.90 | $0.10 | ||
| Q3 24 | $1.28 | — | ||
| Q2 24 | $2.23 | $0.10 | ||
| 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 | $461.5M |
| 总债务越低越好 | $348.0M | $462.3M |
| 股东权益账面价值 | $1.7B | $389.7M |
| 总资产 | $2.6B | $1.6B |
| 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LPXPENG
| Q4 25 | $292.0M | $461.5M | ||
| Q3 25 | $316.0M | $453.8M | ||
| Q2 25 | $333.0M | $735.5M | ||
| Q1 25 | $256.0M | $647.0M | ||
| Q4 24 | $340.0M | $393.7M | ||
| Q3 24 | $346.0M | $389.5M | ||
| Q2 24 | $317.0M | $467.5M | ||
| Q1 24 | $244.0M | — |
总债务LPXPENG
| Q4 25 | $348.0M | $462.3M | ||
| Q3 25 | $348.0M | $461.8M | ||
| Q2 25 | $348.0M | $659.5M | ||
| Q1 25 | $348.0M | $658.8M | ||
| Q4 24 | $348.0M | $658.1M | ||
| Q3 24 | $347.0M | $657.3M | ||
| Q2 24 | $347.0M | $667.0M | ||
| Q1 24 | $347.0M | — |
股东权益LPXPENG
| Q4 25 | $1.7B | $389.7M | ||
| Q3 25 | $1.7B | $394.2M | ||
| Q2 25 | $1.7B | $584.8M | ||
| Q1 25 | $1.7B | $602.5M | ||
| Q4 24 | $1.7B | $400.4M | ||
| Q3 24 | $1.7B | $391.4M | ||
| Q2 24 | $1.7B | $423.4M | ||
| Q1 24 | $1.6B | — |
总资产LPXPENG
| Q4 25 | $2.6B | $1.6B | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.7B | $1.8B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.6B | $1.6B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.5B | $1.5B | ||
| Q1 24 | $2.5B | — |
负债/权益比LPXPENG
| Q4 25 | 0.20× | 1.19× | ||
| Q3 25 | 0.20× | 1.17× | ||
| Q2 25 | 0.20× | 1.13× | ||
| Q1 25 | 0.21× | 1.09× | ||
| Q4 24 | 0.21× | 1.64× | ||
| Q3 24 | 0.21× | 1.68× | ||
| Q2 24 | 0.21× | 1.58× | ||
| 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 | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $28.2M |
| 自由现金流率自由现金流/营收 | -1.4% | 8.2% |
| 资本支出强度资本支出/营收 | 13.3% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 5.89× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $116.3M |
8季度趋势，按日历期对齐
经营现金流LPXPENG
| Q4 25 | $67.0M | $31.1M | ||
| Q3 25 | $89.0M | $-70.4M | ||
| Q2 25 | $162.0M | $92.8M | ||
| Q1 25 | $64.0M | $72.9M | ||
| Q4 24 | $105.0M | $13.8M | ||
| Q3 24 | $183.0M | — | ||
| Q2 24 | $212.0M | $57.9M | ||
| Q1 24 | $105.0M | — |
自由现金流LPXPENG
| Q4 25 | $-8.0M | $28.2M | ||
| Q3 25 | $5.0M | $-73.4M | ||
| Q2 25 | $94.0M | $90.9M | ||
| Q1 25 | $0 | $70.5M | ||
| Q4 24 | $43.0M | $12.0M | ||
| Q3 24 | $139.0M | — | ||
| Q2 24 | $176.0M | $48.9M | ||
| Q1 24 | $64.0M | — |
自由现金流率LPXPENG
| Q4 25 | -1.4% | 8.2% | ||
| Q3 25 | 0.8% | -21.7% | ||
| Q2 25 | 12.5% | 28.0% | ||
| Q1 25 | 0.0% | 19.3% | ||
| Q4 24 | 6.3% | 3.5% | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 21.6% | 16.3% | ||
| Q1 24 | 8.8% | — |
资本支出强度LPXPENG
| Q4 25 | 13.3% | 0.8% | ||
| Q3 25 | 12.7% | 0.9% | ||
| Q2 25 | 9.0% | 0.6% | ||
| Q1 25 | 8.8% | 0.6% | ||
| Q4 24 | 9.1% | 0.5% | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 4.4% | 3.0% | ||
| Q1 24 | 5.7% | — |
现金转化率LPXPENG
| Q4 25 | — | 5.89× | ||
| Q3 25 | 9.89× | -7.47× | ||
| Q2 25 | 3.00× | 34.88× | ||
| Q1 25 | 0.70× | 9.02× | ||
| Q4 24 | 1.69× | 2.65× | ||
| Q3 24 | 2.03× | — | ||
| Q2 24 | 1.32× | 10.30× | ||
| 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% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
