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LOUISIANA-PACIFIC CORP（LPX）与PennyMac Financial Services, Inc.（PFSI）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PennyMac Financial Services, Inc.的1.1倍（$566.0M vs $538.0M），PennyMac Financial Services, Inc.净利率更高（1752.5% vs -1.4%，领先1753.9%），PennyMac Financial Services, Inc.同比增速更快（14.4% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-1.7B），过去两年PennyMac Financial Services, Inc.的营收复合增速更高（32.7% 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。
PennyMac Financial Services是总部位于美国加利福尼亚州西湖村的住宅抵押贷款企业，核心业务涵盖美国抵押贷款的发放、贷后服务，以及抵押贷款市场相关投资管理。公司下设两家子公司，其中PNMAC资本管理有限公司负责运营旗下的抵押贷款不动产投资信托（REIT）PennyMac Mortgage Investment Trust。
LPX vs PFSI — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $538.0M |
| 净利润 | $-8.0M | $106.8M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | 25.0% |
| 净利率 | -1.4% | 1752.5% |
| 营收同比 | -16.9% | 14.4% |
| 净利润同比 | -112.9% | 2.2% |
| 每股收益（稀释后） | $-0.12 | $1.97 |
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 | $538.0M | ||
| Q3 25 | $663.0M | $632.9M | ||
| Q2 25 | $755.0M | $444.7M | ||
| Q1 25 | $724.0M | $430.9M | ||
| Q4 24 | $681.0M | $470.1M | ||
| Q3 24 | $722.0M | $411.8M | ||
| Q2 24 | $814.0M | $406.1M | ||
| Q1 24 | $724.0M | $305.7M |
| Q4 25 | $-8.0M | $106.8M | ||
| Q3 25 | $9.0M | $181.5M | ||
| Q2 25 | $54.0M | $136.5M | ||
| Q1 25 | $91.0M | $76.3M | ||
| Q4 24 | $62.0M | $104.5M | ||
| Q3 24 | $90.0M | $69.4M | ||
| Q2 24 | $160.0M | $98.3M | ||
| Q1 24 | $108.0M | $39.3M |
| Q4 25 | 15.0% | — | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 23.6% | — | ||
| Q1 25 | 27.2% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 32.3% | — | ||
| Q1 24 | 29.6% | — |
| Q4 25 | -1.6% | 25.0% | ||
| Q3 25 | 2.7% | 37.3% | ||
| Q2 25 | 10.6% | 17.2% | ||
| Q1 25 | 16.6% | 24.2% | ||
| Q4 24 | 11.0% | 27.5% | ||
| Q3 24 | 16.1% | 22.8% | ||
| Q2 24 | 23.8% | 33.0% | ||
| Q1 24 | 20.0% | 14.4% |
| Q4 25 | -1.4% | 1752.5% | ||
| Q3 25 | 1.4% | 28.7% | ||
| Q2 25 | 7.2% | 30.7% | ||
| Q1 25 | 12.6% | 17.7% | ||
| Q4 24 | 9.1% | 2559.8% | ||
| Q3 24 | 12.5% | 16.8% | ||
| Q2 24 | 19.7% | 24.2% | ||
| Q1 24 | 14.9% | 12.9% |
| Q4 25 | $-0.12 | $1.97 | ||
| Q3 25 | $0.13 | $3.37 | ||
| Q2 25 | $0.77 | $2.54 | ||
| Q1 25 | $1.30 | $1.42 | ||
| Q4 24 | $0.90 | $1.95 | ||
| Q3 24 | $1.28 | $1.30 | ||
| Q2 24 | $2.23 | $1.85 | ||
| Q1 24 | $1.48 | $0.74 |
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 | $410.0M |
| 总债务越低越好 | $348.0M | $6.2B |
| 股东权益账面价值 | $1.7B | $4.3B |
| 总资产 | $2.6B | $29.4B |
| 负债/权益比越低杠杆越低 | 0.20× | 1.45× |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $410.0M | ||
| Q3 25 | $316.0M | $62.2M | ||
| Q2 25 | $333.0M | $462.3M | ||
| Q1 25 | $256.0M | $443.4M | ||
| Q4 24 | $340.0M | $420.6M | ||
| Q3 24 | $346.0M | $667.9M | ||
| Q2 24 | $317.0M | $188.8M | ||
| Q1 24 | $244.0M | $69.0K |
| Q4 25 | $348.0M | $6.2B | ||
| Q3 25 | $348.0M | $6.2B | ||
| Q2 25 | $348.0M | $5.6B | ||
| Q1 25 | $348.0M | $5.8B | ||
| Q4 24 | $348.0M | $5.3B | ||
| Q3 24 | $347.0M | $4.9B | ||
| Q2 24 | $347.0M | $4.9B | ||
| Q1 24 | $347.0M | $4.5B |
| Q4 25 | $1.7B | $4.3B | ||
| Q3 25 | $1.7B | $4.2B | ||
| Q2 25 | $1.7B | $4.0B | ||
| Q1 25 | $1.7B | $3.9B | ||
| Q4 24 | $1.7B | $3.8B | ||
| Q3 24 | $1.7B | $3.7B | ||
| Q2 24 | $1.7B | $3.7B | ||
| Q1 24 | $1.6B | $3.6B |
| Q4 25 | $2.6B | $29.4B | ||
| Q3 25 | $2.6B | $25.4B | ||
| Q2 25 | $2.7B | $24.2B | ||
| Q1 25 | $2.6B | $23.9B | ||
| Q4 24 | $2.6B | $26.1B | ||
| Q3 24 | $2.6B | $22.9B | ||
| Q2 24 | $2.5B | $21.6B | ||
| Q1 24 | $2.5B | $19.8B |
| Q4 25 | 0.20× | 1.45× | ||
| Q3 25 | 0.20× | 1.48× | ||
| Q2 25 | 0.20× | 1.38× | ||
| Q1 25 | 0.21× | 1.48× | ||
| Q4 24 | 0.21× | 1.37× | ||
| Q3 24 | 0.21× | 1.32× | ||
| Q2 24 | 0.21× | 1.35× | ||
| Q1 24 | 0.21× | 1.27× |
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 | $-1.7B |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-1.7B |
| 自由现金流率自由现金流/营收 | -1.4% | -309.3% |
| 资本支出强度资本支出/营收 | 13.3% | 2.2% |
| 现金转化率经营现金流/净利润 | — | -15.46× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $-1.4B |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $-1.7B | ||
| Q3 25 | $89.0M | $-697.4M | ||
| Q2 25 | $162.0M | $-131.3M | ||
| Q1 25 | $64.0M | $1.1B | ||
| Q4 24 | $105.0M | $-4.5B | ||
| Q3 24 | $183.0M | $-393.7M | ||
| Q2 24 | $212.0M | $-1.1B | ||
| Q1 24 | $105.0M | $-897.9M |
| Q4 25 | $-8.0M | $-1.7B | ||
| Q3 25 | $5.0M | $-699.4M | ||
| Q2 25 | $94.0M | $-132.6M | ||
| Q1 25 | $0 | $1.1B | ||
| Q4 24 | $43.0M | $-4.5B | ||
| Q3 24 | $139.0M | $-393.9M | ||
| Q2 24 | $176.0M | $-1.1B | ||
| Q1 24 | $64.0M | $-898.9M |
| Q4 25 | -1.4% | -309.3% | ||
| Q3 25 | 0.8% | -110.5% | ||
| Q2 25 | 12.5% | -29.8% | ||
| Q1 25 | 0.0% | 247.3% | ||
| Q4 24 | 6.3% | -964.7% | ||
| Q3 24 | 19.3% | -95.6% | ||
| Q2 24 | 21.6% | -269.2% | ||
| Q1 24 | 8.8% | -294.1% |
| Q4 25 | 13.3% | 2.2% | ||
| Q3 25 | 12.7% | 0.3% | ||
| Q2 25 | 9.0% | 0.3% | ||
| Q1 25 | 8.8% | 0.1% | ||
| Q4 24 | 9.1% | 0.4% | ||
| Q3 24 | 6.1% | 0.0% | ||
| Q2 24 | 4.4% | 0.1% | ||
| Q1 24 | 5.7% | 0.3% |
| Q4 25 | — | -15.46× | ||
| Q3 25 | 9.89× | -3.84× | ||
| Q2 25 | 3.00× | -0.96× | ||
| Q1 25 | 0.70× | 13.97× | ||
| Q4 24 | 1.69× | -43.39× | ||
| Q3 24 | 2.03× | -5.68× | ||
| Q2 24 | 1.32× | -11.12× | ||
| Q1 24 | 0.97× | -22.84× |
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% |
PFSI
暂无分部数据
