vs
LOUISIANA-PACIFIC CORP（LPX）与Regency Centers（REG）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Regency Centers的1.4倍（$566.0M vs $404.2M），Regency Centers净利率更高（50.1% vs -1.4%，领先51.5%），Regency Centers同比增速更快（8.5% vs -16.9%），过去两年Regency Centers的营收复合增速更高（5.4% 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。
Regency Centers是总部位于美国佛罗里达州杰克逊维尔的房地产投资信托基金，也是以超市为核心租户的大型购物中心运营商之一。截至2020年10月21日，公司共持有415处物业，总建筑面积达5600万平方英尺，知名资产包括Serramonte Center及Village District 30%的股权。
LPX vs REG — 直观对比
营收规模更大
LPX
是对方的1.4倍
$404.2M
营收增速更快
REG
高出25.4%
-16.9%
净利率更高
REG
高出51.5%
-1.4%
两年增速更快
REG
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $404.2M |
| 净利润 | $-8.0M | $202.5M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | 71.0% |
| 净利率 | -1.4% | 50.1% |
| 营收同比 | -16.9% | 8.5% |
| 净利润同比 | -112.9% | 134.1% |
| 每股收益（稀释后） | $-0.12 | — |
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LPXREG
| Q4 25 | $566.0M | $404.2M | ||
| Q3 25 | $663.0M | $387.6M | ||
| Q2 25 | $755.0M | $380.8M | ||
| Q1 25 | $724.0M | $380.9M | ||
| Q4 24 | $681.0M | $372.5M | ||
| Q3 24 | $722.0M | $360.3M | ||
| Q2 24 | $814.0M | $357.3M | ||
| Q1 24 | $724.0M | $363.9M |
净利润LPXREG
| Q4 25 | $-8.0M | $202.5M | ||
| Q3 25 | $9.0M | $109.4M | ||
| Q2 25 | $54.0M | $106.0M | ||
| Q1 25 | $91.0M | $109.6M | ||
| Q4 24 | $62.0M | $86.5M | ||
| Q3 24 | $90.0M | $101.5M | ||
| Q2 24 | $160.0M | $102.7M | ||
| Q1 24 | $108.0M | $109.8M |
毛利率LPXREG
| 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% | — |
营业利润率LPXREG
| Q4 25 | -1.6% | 71.0% | ||
| Q3 25 | 2.7% | 72.7% | ||
| Q2 25 | 10.6% | 73.8% | ||
| Q1 25 | 16.6% | 71.8% | ||
| Q4 24 | 11.0% | 71.1% | ||
| Q3 24 | 16.1% | 72.5% | ||
| Q2 24 | 23.8% | 72.3% | ||
| Q1 24 | 20.0% | 72.3% |
净利率LPXREG
| Q4 25 | -1.4% | 50.1% | ||
| Q3 25 | 1.4% | 28.2% | ||
| Q2 25 | 7.2% | 27.8% | ||
| Q1 25 | 12.6% | 28.8% | ||
| Q4 24 | 9.1% | 23.2% | ||
| Q3 24 | 12.5% | 28.2% | ||
| Q2 24 | 19.7% | 28.7% | ||
| Q1 24 | 14.9% | 30.2% |
每股收益（稀释后）LPXREG
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $0.13 | — | ||
| Q2 25 | $0.77 | — | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $0.90 | — | ||
| Q3 24 | $1.28 | — | ||
| Q2 24 | $2.23 | — | ||
| 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 | — |
| 总债务越低越好 | $348.0M | $4.7B |
| 股东权益账面价值 | $1.7B | $6.9B |
| 总资产 | $2.6B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资LPXREG
| Q4 25 | $292.0M | — | ||
| Q3 25 | $316.0M | — | ||
| Q2 25 | $333.0M | — | ||
| Q1 25 | $256.0M | — | ||
| Q4 24 | $340.0M | — | ||
| Q3 24 | $346.0M | — | ||
| Q2 24 | $317.0M | — | ||
| Q1 24 | $244.0M | — |
总债务LPXREG
| Q4 25 | $348.0M | $4.7B | ||
| Q3 25 | $348.0M | $4.9B | ||
| Q2 25 | $348.0M | $4.8B | ||
| Q1 25 | $348.0M | $4.6B | ||
| Q4 24 | $348.0M | $4.4B | ||
| Q3 24 | $347.0M | $4.4B | ||
| Q2 24 | $347.0M | $4.4B | ||
| Q1 24 | $347.0M | $4.4B |
股东权益LPXREG
| Q4 25 | $1.7B | $6.9B | ||
| Q3 25 | $1.7B | $6.8B | ||
| Q2 25 | $1.7B | $6.7B | ||
| Q1 25 | $1.7B | $6.7B | ||
| Q4 24 | $1.7B | $6.7B | ||
| Q3 24 | $1.7B | $6.8B | ||
| Q2 24 | $1.7B | $6.8B | ||
| Q1 24 | $1.6B | $7.0B |
总资产LPXREG
| Q4 25 | $2.6B | $13.0B | ||
| Q3 25 | $2.6B | $13.1B | ||
| Q2 25 | $2.7B | $12.7B | ||
| Q1 25 | $2.6B | $12.6B | ||
| Q4 24 | $2.6B | $12.4B | ||
| Q3 24 | $2.6B | $12.4B | ||
| Q2 24 | $2.5B | $12.4B | ||
| Q1 24 | $2.5B | $12.7B |
负债/权益比LPXREG
| Q4 25 | 0.20× | 0.69× | ||
| Q3 25 | 0.20× | 0.72× | ||
| Q2 25 | 0.20× | 0.72× | ||
| Q1 25 | 0.21× | 0.69× | ||
| Q4 24 | 0.21× | 0.66× | ||
| Q3 24 | 0.21× | 0.65× | ||
| Q2 24 | 0.21× | 0.64× | ||
| Q1 24 | 0.21× | 0.63× |
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 | $203.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | — |
| 自由现金流率自由现金流/营收 | -1.4% | — |
| 资本支出强度资本支出/营收 | 13.3% | — |
| 现金转化率经营现金流/净利润 | — | 1.01× |
| 过去12个月自由现金流最近4个季度 | $91.0M | — |
8季度趋势，按日历期对齐
经营现金流LPXREG
| Q4 25 | $67.0M | $203.9M | ||
| Q3 25 | $89.0M | $218.7M | ||
| Q2 25 | $162.0M | $244.0M | ||
| Q1 25 | $64.0M | $161.0M | ||
| Q4 24 | $105.0M | $191.4M | ||
| Q3 24 | $183.0M | $227.6M | ||
| Q2 24 | $212.0M | $203.5M | ||
| Q1 24 | $105.0M | $167.8M |
自由现金流LPXREG
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $94.0M | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $43.0M | — | ||
| Q3 24 | $139.0M | — | ||
| Q2 24 | $176.0M | — | ||
| Q1 24 | $64.0M | — |
自由现金流率LPXREG
| Q4 25 | -1.4% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 12.5% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 21.6% | — | ||
| Q1 24 | 8.8% | — |
资本支出强度LPXREG
| Q4 25 | 13.3% | — | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 5.7% | — |
现金转化率LPXREG
| Q4 25 | — | 1.01× | ||
| Q3 25 | 9.89× | 2.00× | ||
| Q2 25 | 3.00× | 2.30× | ||
| Q1 25 | 0.70× | 1.47× | ||
| Q4 24 | 1.69× | 2.21× | ||
| Q3 24 | 2.03× | 2.24× | ||
| Q2 24 | 1.32× | 1.98× | ||
| 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% |
REG
| Shopping Centers | $418.0M | 103% |
| Propertymanagementservices | $4.1M | 1% |
| Assetmanagementservices | $1.7M | 0% |
