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LOUISIANA-PACIFIC CORP（LPX）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是LOUISIANA-PACIFIC CORP的1.5倍（$828.2M vs $566.0M），Rithm Capital Corp.净利率更高（13.2% vs -1.4%，领先14.6%），Rithm Capital Corp.同比增速更快（508.5% vs -16.9%），过去两年LOUISIANA-PACIFIC CORP的营收复合增速更高（-11.6% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
LPX vs RITM — 直观对比
营收规模更大
RITM
是对方的1.5倍
$566.0M
营收增速更快
RITM
高出525.4%
-16.9%
净利率更高
RITM
高出14.6%
-1.4%
两年增速更快
LPX
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $828.2M |
| 净利润 | $-8.0M | $109.5M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | 29.9% |
| 净利率 | -1.4% | 13.2% |
| 营收同比 | -16.9% | 508.5% |
| 净利润同比 | -112.9% | 27.7% |
| 每股收益（稀释后） | $-0.12 | $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LPXRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $566.0M | $1.5B | ||
| Q3 25 | $663.0M | $1.1B | ||
| Q2 25 | $755.0M | $1.2B | ||
| Q1 25 | $724.0M | $768.4M | ||
| Q4 24 | $681.0M | $2.1B | ||
| Q3 24 | $722.0M | $619.5M | ||
| Q2 24 | $814.0M | $1.2B |
净利润LPXRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-8.0M | $85.0M | ||
| Q3 25 | $9.0M | $221.5M | ||
| Q2 25 | $54.0M | $311.7M | ||
| Q1 25 | $91.0M | $78.8M | ||
| Q4 24 | $62.0M | $290.2M | ||
| Q3 24 | $90.0M | $121.7M | ||
| Q2 24 | $160.0M | $235.6M |
毛利率LPXRITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率LPXRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -1.6% | 13.8% | ||
| Q3 25 | 2.7% | 21.4% | ||
| Q2 25 | 10.6% | 25.2% | ||
| Q1 25 | 16.6% | 7.4% | ||
| Q4 24 | 11.0% | 23.8% | ||
| Q3 24 | 16.1% | 7.3% | ||
| Q2 24 | 23.8% | 23.6% |
净利率LPXRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -1.4% | 5.7% | ||
| Q3 25 | 1.4% | 20.0% | ||
| Q2 25 | 7.2% | 25.6% | ||
| Q1 25 | 12.6% | 10.3% | ||
| Q4 24 | 9.1% | 14.0% | ||
| Q3 24 | 12.5% | 19.7% | ||
| Q2 24 | 19.7% | 19.2% |
每股收益（稀释后）LPXRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.12 | $0.09 | ||
| Q3 25 | $0.13 | $0.35 | ||
| Q2 25 | $0.77 | $0.53 | ||
| Q1 25 | $1.30 | $0.07 | ||
| Q4 24 | $0.90 | $0.50 | ||
| Q3 24 | $1.28 | $0.20 | ||
| Q2 24 | $2.23 | $0.43 |
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 | — |
| 股东权益账面价值 | $1.7B | $9.1B |
| 总资产 | $2.6B | $53.4B |
| 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LPXRITM
| Q1 26 | — | — | ||
| Q4 25 | $292.0M | $1.8B | ||
| Q3 25 | $316.0M | $1.6B | ||
| Q2 25 | $333.0M | $1.6B | ||
| Q1 25 | $256.0M | $1.5B | ||
| Q4 24 | $340.0M | $1.5B | ||
| Q3 24 | $346.0M | $1.6B | ||
| Q2 24 | $317.0M | $1.2B |
总债务LPXRITM
| Q1 26 | — | — | ||
| Q4 25 | $348.0M | $35.4B | ||
| Q3 25 | $348.0M | $32.2B | ||
| Q2 25 | $348.0M | $31.2B | ||
| Q1 25 | $348.0M | $32.2B | ||
| Q4 24 | $348.0M | $32.6B | ||
| Q3 24 | $347.0M | $29.6B | ||
| Q2 24 | $347.0M | $30.1B |
股东权益LPXRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.7B | $8.4B | ||
| Q3 25 | $1.7B | $8.5B | ||
| Q2 25 | $1.7B | $7.9B | ||
| Q1 25 | $1.7B | $7.8B | ||
| Q4 24 | $1.7B | $7.8B | ||
| Q3 24 | $1.7B | $7.7B | ||
| Q2 24 | $1.7B | $7.3B |
总资产LPXRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.6B | $53.1B | ||
| Q3 25 | $2.6B | $47.2B | ||
| Q2 25 | $2.7B | $44.3B | ||
| Q1 25 | $2.6B | $45.3B | ||
| Q4 24 | $2.6B | $46.0B | ||
| Q3 24 | $2.6B | $42.3B | ||
| Q2 24 | $2.5B | $42.0B |
负债/权益比LPXRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | 4.20× | ||
| Q3 25 | 0.20× | 3.79× | ||
| Q2 25 | 0.20× | 3.92× | ||
| Q1 25 | 0.21× | 4.14× | ||
| Q4 24 | 0.21× | 4.18× | ||
| Q3 24 | 0.21× | 3.87× | ||
| Q2 24 | 0.21× | 4.10× |
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 | — |
| 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 | — | — |
| 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LPXRITM
| Q1 26 | — | — | ||
| Q4 25 | $67.0M | $-114.6M | ||
| Q3 25 | $89.0M | $-2.0B | ||
| Q2 25 | $162.0M | $-557.1M | ||
| Q1 25 | $64.0M | $1.4B | ||
| Q4 24 | $105.0M | $-1.8B | ||
| Q3 24 | $183.0M | $768.1M | ||
| Q2 24 | $212.0M | $-55.7M |
自由现金流LPXRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率LPXRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度LPXRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率LPXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 9.89× | -9.22× | ||
| Q2 25 | 3.00× | -1.79× | ||
| Q1 25 | 0.70× | 18.03× | ||
| Q4 24 | 1.69× | -6.04× | ||
| Q3 24 | 2.03× | 6.31× | ||
| Q2 24 | 1.32× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
