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LOUISIANA-PACIFIC CORP（LPX）与REV Group, Inc.（REVG）财务数据对比。点击上方公司名可切换其他公司
REV Group, Inc.的季度营收约是LOUISIANA-PACIFIC CORP的1.2倍（$664.4M vs $566.0M），REV Group, Inc.净利率更高（4.3% vs -1.4%，领先5.8%），REV Group, Inc.同比增速更快（11.1% vs -16.9%），REV Group, Inc.自由现金流更多（$53.7M vs $-8.0M），过去两年REV Group, Inc.的营收复合增速更高（6.5% 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。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
LPX vs REVG — 直观对比
营收规模更大
REVG
是对方的1.2倍
$566.0M
营收增速更快
REVG
高出28.0%
-16.9%
净利率更高
REVG
高出5.8%
-1.4%
自由现金流更多
REVG
多$61.7M
$-8.0M
两年增速更快
REVG
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $664.4M |
| 净利润 | $-8.0M | $28.9M |
| 毛利率 | 15.0% | 15.4% |
| 营业利润率 | -1.6% | 7.1% |
| 净利率 | -1.4% | 4.3% |
| 营收同比 | -16.9% | 11.1% |
| 净利润同比 | -112.9% | -30.7% |
| 每股收益（稀释后） | $-0.12 | $0.57 |
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LPXREVG
| Q4 25 | $566.0M | $664.4M | ||
| Q3 25 | $663.0M | $644.9M | ||
| Q2 25 | $755.0M | $629.1M | ||
| Q1 25 | $724.0M | $525.1M | ||
| Q4 24 | $681.0M | $597.9M | ||
| Q3 24 | $722.0M | $579.4M | ||
| Q2 24 | $814.0M | $616.9M | ||
| Q1 24 | $724.0M | $586.0M |
净利润LPXREVG
| Q4 25 | $-8.0M | $28.9M | ||
| Q3 25 | $9.0M | $29.1M | ||
| Q2 25 | $54.0M | $19.0M | ||
| Q1 25 | $91.0M | $18.2M | ||
| Q4 24 | $62.0M | $41.7M | ||
| Q3 24 | $90.0M | $18.0M | ||
| Q2 24 | $160.0M | $15.2M | ||
| Q1 24 | $108.0M | $182.7M |
毛利率LPXREVG
| Q4 25 | 15.0% | 15.4% | ||
| Q3 25 | 19.5% | 15.8% | ||
| Q2 25 | 23.6% | 15.2% | ||
| Q1 25 | 27.2% | 13.3% | ||
| Q4 24 | 23.8% | 13.2% | ||
| Q3 24 | 26.7% | 13.5% | ||
| Q2 24 | 32.3% | 12.5% | ||
| Q1 24 | 29.6% | 10.7% |
营业利润率LPXREVG
| Q4 25 | -1.6% | 7.1% | ||
| Q3 25 | 2.7% | 8.8% | ||
| Q2 25 | 10.6% | 7.9% | ||
| Q1 25 | 16.6% | 5.3% | ||
| Q4 24 | 11.0% | 5.8% | ||
| Q3 24 | 16.1% | 4.9% | ||
| Q2 24 | 23.8% | 3.7% | ||
| Q1 24 | 20.0% | -1.1% |
净利率LPXREVG
| Q4 25 | -1.4% | 4.3% | ||
| Q3 25 | 1.4% | 4.5% | ||
| Q2 25 | 7.2% | 3.0% | ||
| Q1 25 | 12.6% | 3.5% | ||
| Q4 24 | 9.1% | 7.0% | ||
| Q3 24 | 12.5% | 3.1% | ||
| Q2 24 | 19.7% | 2.5% | ||
| Q1 24 | 14.9% | 31.2% |
每股收益（稀释后）LPXREVG
| Q4 25 | $-0.12 | $0.57 | ||
| Q3 25 | $0.13 | $0.59 | ||
| Q2 25 | $0.77 | $0.38 | ||
| Q1 25 | $1.30 | $0.35 | ||
| Q4 24 | $0.90 | $1.03 | ||
| Q3 24 | $1.28 | $0.35 | ||
| Q2 24 | $2.23 | $0.28 | ||
| Q1 24 | $1.48 | $3.06 |
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 | $34.7M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $416.3M |
| 总资产 | $2.6B | $1.2B |
| 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LPXREVG
| Q4 25 | $292.0M | $34.7M | ||
| Q3 25 | $316.0M | $36.0M | ||
| Q2 25 | $333.0M | $28.8M | ||
| Q1 25 | $256.0M | $31.6M | ||
| Q4 24 | $340.0M | $24.6M | ||
| Q3 24 | $346.0M | $50.5M | ||
| Q2 24 | $317.0M | $38.2M | ||
| Q1 24 | $244.0M | $87.9M |
总债务LPXREVG
| 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LPXREVG
| Q4 25 | $1.7B | $416.3M | ||
| Q3 25 | $1.7B | $387.3M | ||
| Q2 25 | $1.7B | $357.8M | ||
| Q1 25 | $1.7B | $428.8M | ||
| Q4 24 | $1.7B | $435.1M | ||
| Q3 24 | $1.7B | $394.6M | ||
| Q2 24 | $1.7B | $379.7M | ||
| Q1 24 | $1.6B | $496.1M |
总资产LPXREVG
| Q4 25 | $2.6B | $1.2B | ||
| Q3 25 | $2.6B | $1.2B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.6B | $1.2B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.5B | $1.3B | ||
| Q1 24 | $2.5B | $1.4B |
负债/权益比LPXREVG
| 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 | $76.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $53.7M |
| 自由现金流率自由现金流/营收 | -1.4% | 8.1% |
| 资本支出强度资本支出/营收 | 13.3% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $190.0M |
8季度趋势，按日历期对齐
经营现金流LPXREVG
| Q4 25 | $67.0M | $76.9M | ||
| Q3 25 | $89.0M | $60.3M | ||
| Q2 25 | $162.0M | $117.0M | ||
| Q1 25 | $64.0M | $-13.1M | ||
| Q4 24 | $105.0M | $68.6M | ||
| Q3 24 | $183.0M | $14.4M | ||
| Q2 24 | $212.0M | $40.1M | ||
| Q1 24 | $105.0M | $-69.7M |
自由现金流LPXREVG
| Q4 25 | $-8.0M | $53.7M | ||
| Q3 25 | $5.0M | $48.7M | ||
| Q2 25 | $94.0M | $105.6M | ||
| Q1 25 | $0 | $-18.0M | ||
| Q4 24 | $43.0M | $63.3M | ||
| Q3 24 | $139.0M | $8.5M | ||
| Q2 24 | $176.0M | $34.2M | ||
| Q1 24 | $64.0M | $-80.2M |
自由现金流率LPXREVG
| Q4 25 | -1.4% | 8.1% | ||
| Q3 25 | 0.8% | 7.6% | ||
| Q2 25 | 12.5% | 16.8% | ||
| Q1 25 | 0.0% | -3.4% | ||
| Q4 24 | 6.3% | 10.6% | ||
| Q3 24 | 19.3% | 1.5% | ||
| Q2 24 | 21.6% | 5.5% | ||
| Q1 24 | 8.8% | -13.7% |
资本支出强度LPXREVG
| Q4 25 | 13.3% | 3.5% | ||
| Q3 25 | 12.7% | 1.8% | ||
| Q2 25 | 9.0% | 1.8% | ||
| Q1 25 | 8.8% | 0.9% | ||
| Q4 24 | 9.1% | 0.9% | ||
| Q3 24 | 6.1% | 1.0% | ||
| Q2 24 | 4.4% | 1.0% | ||
| Q1 24 | 5.7% | 1.8% |
现金转化率LPXREVG
| Q4 25 | — | 2.66× | ||
| Q3 25 | 9.89× | 2.07× | ||
| Q2 25 | 3.00× | 6.16× | ||
| Q1 25 | 0.70× | -0.72× | ||
| Q4 24 | 1.69× | 1.65× | ||
| Q3 24 | 2.03× | 0.80× | ||
| Q2 24 | 1.32× | 2.64× | ||
| Q1 24 | 0.97× | -0.38× |
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% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
