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LOUISIANA-PACIFIC CORP（LPX）与RPC INC（RES）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RPC INC的1.3倍（$566.0M vs $425.8M），RPC INC净利率更高（-0.7% vs -1.4%，领先0.7%），RPC INC同比增速更快（27.0% vs -16.9%），RPC INC自由现金流更多（$31.2M vs $-8.0M），过去两年RPC INC的营收复合增速更高（6.2% 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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
LPX vs RES — 直观对比
营收规模更大
LPX
是对方的1.3倍
$425.8M
营收增速更快
RES
高出43.8%
-16.9%
净利率更高
RES
高出0.7%
-1.4%
自由现金流更多
RES
多$39.2M
$-8.0M
两年增速更快
RES
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $425.8M |
| 净利润 | $-8.0M | $-3.1M |
| 毛利率 | 15.0% | 21.0% |
| 营业利润率 | -1.6% | -0.9% |
| 净利率 | -1.4% | -0.7% |
| 营收同比 | -16.9% | 27.0% |
| 净利润同比 | -112.9% | -124.0% |
| 每股收益（稀释后） | $-0.12 | $-0.02 |
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LPXRES
| Q4 25 | $566.0M | $425.8M | ||
| Q3 25 | $663.0M | $447.1M | ||
| Q2 25 | $755.0M | $420.8M | ||
| Q1 25 | $724.0M | $332.9M | ||
| Q4 24 | $681.0M | $335.4M | ||
| Q3 24 | $722.0M | $337.7M | ||
| Q2 24 | $814.0M | $364.2M | ||
| Q1 24 | $724.0M | $377.8M |
净利润LPXRES
| Q4 25 | $-8.0M | $-3.1M | ||
| Q3 25 | $9.0M | $13.0M | ||
| Q2 25 | $54.0M | $10.1M | ||
| Q1 25 | $91.0M | $12.0M | ||
| Q4 24 | $62.0M | $12.8M | ||
| Q3 24 | $90.0M | $18.8M | ||
| Q2 24 | $160.0M | $32.4M | ||
| Q1 24 | $108.0M | $27.5M |
毛利率LPXRES
| Q4 25 | 15.0% | 21.0% | ||
| Q3 25 | 19.5% | 25.1% | ||
| Q2 25 | 23.6% | 24.5% | ||
| Q1 25 | 27.2% | 26.7% | ||
| Q4 24 | 23.8% | 25.4% | ||
| Q3 24 | 26.7% | 26.7% | ||
| Q2 24 | 32.3% | 28.0% | ||
| Q1 24 | 29.6% | 26.8% |
营业利润率LPXRES
| Q4 25 | -1.6% | -0.9% | ||
| Q3 25 | 2.7% | 4.7% | ||
| Q2 25 | 10.6% | 3.7% | ||
| Q1 25 | 16.6% | 3.7% | ||
| Q4 24 | 11.0% | 3.1% | ||
| Q3 24 | 16.1% | 5.7% | ||
| Q2 24 | 23.8% | 9.7% | ||
| Q1 24 | 20.0% | 8.6% |
净利率LPXRES
| Q4 25 | -1.4% | -0.7% | ||
| Q3 25 | 1.4% | 2.9% | ||
| Q2 25 | 7.2% | 2.4% | ||
| Q1 25 | 12.6% | 3.6% | ||
| Q4 24 | 9.1% | 3.8% | ||
| Q3 24 | 12.5% | 5.6% | ||
| Q2 24 | 19.7% | 8.9% | ||
| Q1 24 | 14.9% | 7.3% |
每股收益（稀释后）LPXRES
| Q4 25 | $-0.12 | $-0.02 | ||
| Q3 25 | $0.13 | $0.06 | ||
| Q2 25 | $0.77 | $0.05 | ||
| Q1 25 | $1.30 | $0.06 | ||
| Q4 24 | $0.90 | $0.06 | ||
| Q3 24 | $1.28 | $0.09 | ||
| Q2 24 | $2.23 | $0.15 | ||
| Q1 24 | $1.48 | $0.13 |
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 | $210.0M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $1.1B |
| 总资产 | $2.6B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
现金及短期投资LPXRES
| Q4 25 | $292.0M | $210.0M | ||
| Q3 25 | $316.0M | $163.5M | ||
| Q2 25 | $333.0M | $162.1M | ||
| Q1 25 | $256.0M | $326.7M | ||
| Q4 24 | $340.0M | $326.0M | ||
| Q3 24 | $346.0M | $276.9M | ||
| Q2 24 | $317.0M | $261.5M | ||
| Q1 24 | $244.0M | $212.2M |
总债务LPXRES
| Q4 25 | $348.0M | — | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | — | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — | ||
| Q1 24 | $347.0M | — |
股东权益LPXRES
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.7B | $1.1B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B | ||
| Q1 24 | $1.6B | $1.0B |
总资产LPXRES
| Q4 25 | $2.6B | $1.5B | ||
| Q3 25 | $2.6B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.6B | $1.4B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.5B | $1.3B | ||
| Q1 24 | $2.5B | $1.3B |
负债/权益比LPXRES
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.21× | — | ||
| 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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $31.2M |
| 自由现金流率自由现金流/营收 | -1.4% | 7.3% |
| 资本支出强度资本支出/营收 | 13.3% | 7.2% |
| 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 | $52.9M |
8季度趋势，按日历期对齐
经营现金流LPXRES
| Q4 25 | $67.0M | $61.9M | ||
| Q3 25 | $89.0M | $46.5M | ||
| Q2 25 | $162.0M | $53.1M | ||
| Q1 25 | $64.0M | $39.9M | ||
| Q4 24 | $105.0M | $94.2M | ||
| Q3 24 | $183.0M | $70.7M | ||
| Q2 24 | $212.0M | $127.9M | ||
| Q1 24 | $105.0M | $56.6M |
自由现金流LPXRES
| Q4 25 | $-8.0M | $31.2M | ||
| Q3 25 | $5.0M | $4.1M | ||
| Q2 25 | $94.0M | $10.0M | ||
| Q1 25 | $0 | $7.6M | ||
| Q4 24 | $43.0M | $53.7M | ||
| Q3 24 | $139.0M | $19.1M | ||
| Q2 24 | $176.0M | $52.9M | ||
| Q1 24 | $64.0M | $3.8M |
自由现金流率LPXRES
| Q4 25 | -1.4% | 7.3% | ||
| Q3 25 | 0.8% | 0.9% | ||
| Q2 25 | 12.5% | 2.4% | ||
| Q1 25 | 0.0% | 2.3% | ||
| Q4 24 | 6.3% | 16.0% | ||
| Q3 24 | 19.3% | 5.6% | ||
| Q2 24 | 21.6% | 14.5% | ||
| Q1 24 | 8.8% | 1.0% |
资本支出强度LPXRES
| Q4 25 | 13.3% | 7.2% | ||
| Q3 25 | 12.7% | 9.5% | ||
| Q2 25 | 9.0% | 10.2% | ||
| Q1 25 | 8.8% | 9.7% | ||
| Q4 24 | 9.1% | 12.1% | ||
| Q3 24 | 6.1% | 15.3% | ||
| Q2 24 | 4.4% | 20.6% | ||
| Q1 24 | 5.7% | 14.0% |
现金转化率LPXRES
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | 3.59× | ||
| Q2 25 | 3.00× | 5.23× | ||
| Q1 25 | 0.70× | 3.31× | ||
| Q4 24 | 1.69× | 7.38× | ||
| Q3 24 | 2.03× | 3.76× | ||
| Q2 24 | 1.32× | 3.95× | ||
| Q1 24 | 0.97× | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
