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LOUISIANA-PACIFIC CORP（LPX）与Dave & Buster's Entertainment, Inc.（PLAY）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Dave & Buster's Entertainment, Inc.的1.3倍（$566.0M vs $448.2M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -9.4%，领先8.0%），Dave & Buster's Entertainment, Inc.同比增速更快（-1.1% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-20.6M），过去两年LOUISIANA-PACIFIC CORP的营收复合增速更高（-11.6% vs -13.5%）
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。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
LPX vs PLAY — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $448.2M |
| 净利润 | $-8.0M | $-42.1M |
| 毛利率 | 15.0% | 85.8% |
| 营业利润率 | -1.6% | -3.6% |
| 净利率 | -1.4% | -9.4% |
| 营收同比 | -16.9% | -1.1% |
| 净利润同比 | -112.9% | -28.7% |
| 每股收益（稀释后） | $-0.12 | $-1.22 |
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
| Q4 25 | $566.0M | $448.2M | ||
| Q3 25 | $663.0M | $557.4M | ||
| Q2 25 | $755.0M | $567.7M | ||
| Q1 25 | $724.0M | $534.5M | ||
| Q4 24 | $681.0M | $453.0M | ||
| Q3 24 | $722.0M | $557.1M | ||
| Q2 24 | $814.0M | $588.1M | ||
| Q1 24 | $724.0M | $599.0M |
| Q4 25 | $-8.0M | $-42.1M | ||
| Q3 25 | $9.0M | $11.4M | ||
| Q2 25 | $54.0M | $21.7M | ||
| Q1 25 | $91.0M | $9.3M | ||
| Q4 24 | $62.0M | $-32.7M | ||
| Q3 24 | $90.0M | $40.3M | ||
| Q2 24 | $160.0M | $41.4M | ||
| Q1 24 | $108.0M | $36.1M |
| Q4 25 | 15.0% | 85.8% | ||
| Q3 25 | 19.5% | 86.3% | ||
| Q2 25 | 23.6% | 85.5% | ||
| Q1 25 | 27.2% | 85.5% | ||
| Q4 24 | 23.8% | 85.0% | ||
| Q3 24 | 26.7% | 85.3% | ||
| Q2 24 | 32.3% | 85.2% | ||
| Q1 24 | 29.6% | 84.1% |
| Q4 25 | -1.6% | -3.6% | ||
| Q3 25 | 2.7% | 9.5% | ||
| Q2 25 | 10.6% | 11.1% | ||
| Q1 25 | 16.6% | 8.3% | ||
| Q4 24 | 11.0% | 1.4% | ||
| Q3 24 | 16.1% | 15.2% | ||
| Q2 24 | 23.8% | 14.5% | ||
| Q1 24 | 20.0% | 14.9% |
| Q4 25 | -1.4% | -9.4% | ||
| Q3 25 | 1.4% | 2.0% | ||
| Q2 25 | 7.2% | 3.8% | ||
| Q1 25 | 12.6% | 1.7% | ||
| Q4 24 | 9.1% | -7.2% | ||
| Q3 24 | 12.5% | 7.2% | ||
| Q2 24 | 19.7% | 7.0% | ||
| Q1 24 | 14.9% | 6.0% |
| Q4 25 | $-0.12 | $-1.22 | ||
| Q3 25 | $0.13 | $0.32 | ||
| Q2 25 | $0.77 | $0.62 | ||
| Q1 25 | $1.30 | $0.32 | ||
| Q4 24 | $0.90 | $-0.84 | ||
| Q3 24 | $1.28 | $0.99 | ||
| Q2 24 | $2.23 | $0.99 | ||
| Q1 24 | $1.48 | $0.95 |
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 | $13.6M |
| 总债务越低越好 | $348.0M | $1.6B |
| 股东权益账面价值 | $1.7B | $130.8M |
| 总资产 | $2.6B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.20× | 12.17× |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $13.6M | ||
| Q3 25 | $316.0M | $12.0M | ||
| Q2 25 | $333.0M | $11.9M | ||
| Q1 25 | $256.0M | $6.9M | ||
| Q4 24 | $340.0M | $8.6M | ||
| Q3 24 | $346.0M | $13.1M | ||
| Q2 24 | $317.0M | $32.1M | ||
| Q1 24 | $244.0M | $37.3M |
| Q4 25 | $348.0M | $1.6B | ||
| Q3 25 | $348.0M | $1.6B | ||
| Q2 25 | $348.0M | $1.6B | ||
| Q1 25 | $348.0M | $1.5B | ||
| Q4 24 | $348.0M | $1.5B | ||
| Q3 24 | $347.0M | $1.3B | ||
| Q2 24 | $347.0M | $1.3B | ||
| Q1 24 | $347.0M | $1.3B |
| Q4 25 | $1.7B | $130.8M | ||
| Q3 25 | $1.7B | $166.2M | ||
| Q2 25 | $1.7B | $146.8M | ||
| Q1 25 | $1.7B | $145.8M | ||
| Q4 24 | $1.7B | $226.6M | ||
| Q3 24 | $1.7B | $284.4M | ||
| Q2 24 | $1.7B | $292.5M | ||
| Q1 24 | $1.6B | $251.2M |
| Q4 25 | $2.6B | $4.1B | ||
| Q3 25 | $2.6B | $4.1B | ||
| Q2 25 | $2.7B | $4.1B | ||
| Q1 25 | $2.6B | $4.0B | ||
| Q4 24 | $2.6B | $3.9B | ||
| Q3 24 | $2.6B | $3.8B | ||
| Q2 24 | $2.5B | $3.8B | ||
| Q1 24 | $2.5B | $3.8B |
| Q4 25 | 0.20× | 12.17× | ||
| Q3 25 | 0.20× | 9.57× | ||
| Q2 25 | 0.20× | 10.98× | ||
| Q1 25 | 0.21× | 10.45× | ||
| Q4 24 | 0.21× | 6.58× | ||
| Q3 24 | 0.21× | 4.72× | ||
| Q2 24 | 0.21× | 4.58× | ||
| Q1 24 | 0.21× | 5.33× |
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 | $58.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-20.6M |
| 自由现金流率自由现金流/营收 | -1.4% | -4.6% |
| 资本支出强度资本支出/营收 | 13.3% | 17.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $91.0M | $-195.6M |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $58.0M | ||
| Q3 25 | $89.0M | $34.0M | ||
| Q2 25 | $162.0M | $95.8M | ||
| Q1 25 | $64.0M | $108.9M | ||
| Q4 24 | $105.0M | $-7.2M | ||
| Q3 24 | $183.0M | $101.8M | ||
| Q2 24 | $212.0M | $108.8M | ||
| Q1 24 | $105.0M | $97.2M |
| Q4 25 | $-8.0M | $-20.6M | ||
| Q3 25 | $5.0M | $-55.2M | ||
| Q2 25 | $94.0M | $-58.8M | ||
| Q1 25 | $0 | $-61.0M | ||
| Q4 24 | $43.0M | $-138.4M | ||
| Q3 24 | $139.0M | $-14.3M | ||
| Q2 24 | $176.0M | $-4.2M | ||
| Q1 24 | $64.0M | $-25.4M |
| Q4 25 | -1.4% | -4.6% | ||
| Q3 25 | 0.8% | -9.9% | ||
| Q2 25 | 12.5% | -10.4% | ||
| Q1 25 | 0.0% | -11.4% | ||
| Q4 24 | 6.3% | -30.6% | ||
| Q3 24 | 19.3% | -2.6% | ||
| Q2 24 | 21.6% | -0.7% | ||
| Q1 24 | 8.8% | -4.2% |
| Q4 25 | 13.3% | 17.5% | ||
| Q3 25 | 12.7% | 16.0% | ||
| Q2 25 | 9.0% | 27.2% | ||
| Q1 25 | 8.8% | 31.8% | ||
| Q4 24 | 9.1% | 29.0% | ||
| Q3 24 | 6.1% | 20.8% | ||
| Q2 24 | 4.4% | 19.2% | ||
| Q1 24 | 5.7% | 20.5% |
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | 2.98× | ||
| Q2 25 | 3.00× | 4.41× | ||
| Q1 25 | 0.70× | 11.71× | ||
| Q4 24 | 1.69× | — | ||
| Q3 24 | 2.03× | 2.53× | ||
| Q2 24 | 1.32× | 2.63× | ||
| Q1 24 | 0.97× | 2.69× |
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% |
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
