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LOUISIANA-PACIFIC CORP（LPX）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.7倍（$566.0M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -1.4%，领先7.1%），Revolve Group, Inc.同比增速更快（10.4% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
LPX vs RVLV — 直观对比
营收规模更大
LPX
是对方的1.7倍
$324.4M
营收增速更快
RVLV
高出27.3%
-16.9%
净利率更高
RVLV
高出7.1%
-1.4%
自由现金流更多
LPX
多$5.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $324.4M |
| 净利润 | $-8.0M | $18.6M |
| 毛利率 | 15.0% | 53.3% |
| 营业利润率 | -1.6% | 6.3% |
| 净利率 | -1.4% | 5.7% |
| 营收同比 | -16.9% | 10.4% |
| 净利润同比 | -112.9% | 50.4% |
| 每股收益（稀释后） | $-0.12 | $0.27 |
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LPXRVLV
| Q4 25 | $566.0M | $324.4M | ||
| Q3 25 | $663.0M | $295.6M | ||
| Q2 25 | $755.0M | $309.0M | ||
| Q1 25 | $724.0M | $296.7M | ||
| Q4 24 | $681.0M | $293.7M | ||
| Q3 24 | $722.0M | $283.1M | ||
| Q2 24 | $814.0M | $282.5M | ||
| Q1 24 | $724.0M | $270.6M |
净利润LPXRVLV
| Q4 25 | $-8.0M | $18.6M | ||
| Q3 25 | $9.0M | $21.2M | ||
| Q2 25 | $54.0M | $10.2M | ||
| Q1 25 | $91.0M | $11.8M | ||
| Q4 24 | $62.0M | $12.3M | ||
| Q3 24 | $90.0M | $11.0M | ||
| Q2 24 | $160.0M | $15.4M | ||
| Q1 24 | $108.0M | $10.9M |
毛利率LPXRVLV
| Q4 25 | 15.0% | 53.3% | ||
| Q3 25 | 19.5% | 54.6% | ||
| Q2 25 | 23.6% | 54.1% | ||
| Q1 25 | 27.2% | 52.0% | ||
| Q4 24 | 23.8% | 52.5% | ||
| Q3 24 | 26.7% | 51.2% | ||
| Q2 24 | 32.3% | 54.0% | ||
| Q1 24 | 29.6% | 52.3% |
营业利润率LPXRVLV
| Q4 25 | -1.6% | 6.3% | ||
| Q3 25 | 2.7% | 7.1% | ||
| Q2 25 | 10.6% | 5.8% | ||
| Q1 25 | 16.6% | 5.0% | ||
| Q4 24 | 11.0% | 3.9% | ||
| Q3 24 | 16.1% | 5.0% | ||
| Q2 24 | 23.8% | 5.8% | ||
| Q1 24 | 20.0% | 3.4% |
净利率LPXRVLV
| Q4 25 | -1.4% | 5.7% | ||
| Q3 25 | 1.4% | 7.2% | ||
| Q2 25 | 7.2% | 3.3% | ||
| Q1 25 | 12.6% | 4.0% | ||
| Q4 24 | 9.1% | 4.2% | ||
| Q3 24 | 12.5% | 3.9% | ||
| Q2 24 | 19.7% | 5.4% | ||
| Q1 24 | 14.9% | 4.0% |
每股收益（稀释后）LPXRVLV
| Q4 25 | $-0.12 | $0.27 | ||
| Q3 25 | $0.13 | $0.29 | ||
| Q2 25 | $0.77 | $0.14 | ||
| Q1 25 | $1.30 | $0.16 | ||
| Q4 24 | $0.90 | $0.18 | ||
| Q3 24 | $1.28 | $0.15 | ||
| Q2 24 | $2.23 | $0.21 | ||
| Q1 24 | $1.48 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $512.5M |
| 总资产 | $2.6B | $765.0M |
| 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LPXRVLV
| Q4 25 | $292.0M | $292.3M | ||
| Q3 25 | $316.0M | $315.4M | ||
| Q2 25 | $333.0M | $310.7M | ||
| Q1 25 | $256.0M | $300.8M | ||
| Q4 24 | $340.0M | $256.6M | ||
| Q3 24 | $346.0M | $252.8M | ||
| Q2 24 | $317.0M | $244.7M | ||
| Q1 24 | $244.0M | $273.4M |
总债务LPXRVLV
| 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LPXRVLV
| Q4 25 | $1.7B | $512.5M | ||
| Q3 25 | $1.7B | $490.2M | ||
| Q2 25 | $1.7B | $468.6M | ||
| Q1 25 | $1.7B | $453.4M | ||
| Q4 24 | $1.7B | $437.8M | ||
| Q3 24 | $1.7B | $420.8M | ||
| Q2 24 | $1.7B | $405.8M | ||
| Q1 24 | $1.6B | $389.9M |
总资产LPXRVLV
| Q4 25 | $2.6B | $765.0M | ||
| Q3 25 | $2.6B | $751.3M | ||
| Q2 25 | $2.7B | $722.9M | ||
| Q1 25 | $2.6B | $713.9M | ||
| Q4 24 | $2.6B | $665.5M | ||
| Q3 24 | $2.6B | $670.9M | ||
| Q2 24 | $2.5B | $657.8M | ||
| Q1 24 | $2.5B | $650.0M |
负债/权益比LPXRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | -1.4% | -4.1% |
| 资本支出强度资本支出/营收 | 13.3% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流LPXRVLV
| Q4 25 | $67.0M | $-10.2M | ||
| Q3 25 | $89.0M | $11.8M | ||
| Q2 25 | $162.0M | $12.6M | ||
| Q1 25 | $64.0M | $45.1M | ||
| Q4 24 | $105.0M | $3.9M | ||
| Q3 24 | $183.0M | $9.1M | ||
| Q2 24 | $212.0M | $-24.7M | ||
| Q1 24 | $105.0M | $38.4M |
自由现金流LPXRVLV
| Q4 25 | $-8.0M | $-13.3M | ||
| Q3 25 | $5.0M | $7.5M | ||
| Q2 25 | $94.0M | $10.4M | ||
| Q1 25 | $0 | $43.4M | ||
| Q4 24 | $43.0M | $2.1M | ||
| Q3 24 | $139.0M | $8.0M | ||
| Q2 24 | $176.0M | $-25.7M | ||
| Q1 24 | $64.0M | $36.7M |
自由现金流率LPXRVLV
| Q4 25 | -1.4% | -4.1% | ||
| Q3 25 | 0.8% | 2.5% | ||
| Q2 25 | 12.5% | 3.4% | ||
| Q1 25 | 0.0% | 14.6% | ||
| Q4 24 | 6.3% | 0.7% | ||
| Q3 24 | 19.3% | 2.8% | ||
| Q2 24 | 21.6% | -9.1% | ||
| Q1 24 | 8.8% | 13.5% |
资本支出强度LPXRVLV
| Q4 25 | 13.3% | 1.0% | ||
| Q3 25 | 12.7% | 1.5% | ||
| Q2 25 | 9.0% | 0.7% | ||
| Q1 25 | 8.8% | 0.6% | ||
| Q4 24 | 9.1% | 0.6% | ||
| Q3 24 | 6.1% | 0.4% | ||
| Q2 24 | 4.4% | 0.4% | ||
| Q1 24 | 5.7% | 0.6% |
现金转化率LPXRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 9.89× | 0.56× | ||
| Q2 25 | 3.00× | 1.24× | ||
| Q1 25 | 0.70× | 3.82× | ||
| Q4 24 | 1.69× | 0.32× | ||
| Q3 24 | 2.03× | 0.83× | ||
| Q2 24 | 1.32× | -1.60× | ||
| Q1 24 | 0.97× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
