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LOUISIANA-PACIFIC CORP（LPX）与SAFETY INSURANCE GROUP INC（SAFT）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SAFETY INSURANCE GROUP INC的1.8倍（$566.0M vs $319.3M），SAFETY INSURANCE GROUP INC净利率更高（6.3% vs -1.4%，领先7.7%），SAFETY INSURANCE GROUP INC同比增速更快（11.4% vs -16.9%），SAFETY INSURANCE GROUP INC自由现金流更多（$192.0M vs $-8.0M），过去两年SAFETY INSURANCE GROUP INC的营收复合增速更高（9.1% 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。
全美互助保险集团及其关联公司，常简称为Nationwide，是一家总部位于美国俄亥俄州哥伦布市的大型保险金融服务集团，在亚利桑那州斯科茨代尔、爱荷华州得梅因都设有区域总部。目前集团拥有约2.4万名员工，位列2025年财富美国500强榜单第72名。
LPX vs SAFT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $319.3M |
| 净利润 | $-8.0M | $20.1M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | 8.0% |
| 净利率 | -1.4% | 6.3% |
| 营收同比 | -16.9% | 11.4% |
| 净利润同比 | -112.9% | 147.3% |
| 每股收益（稀释后） | $-0.12 | $1.36 |
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
| Q4 25 | $566.0M | $319.3M | ||
| Q3 25 | $663.0M | $326.6M | ||
| Q2 25 | $755.0M | $316.3M | ||
| Q1 25 | $724.0M | $301.4M | ||
| Q4 24 | $681.0M | $286.7M | ||
| Q3 24 | $722.0M | $295.3M | ||
| Q2 24 | $814.0M | $269.8M | ||
| Q1 24 | $724.0M | $268.2M |
| Q4 25 | $-8.0M | $20.1M | ||
| Q3 25 | $9.0M | $28.3M | ||
| Q2 25 | $54.0M | $28.9M | ||
| Q1 25 | $91.0M | $21.9M | ||
| Q4 24 | $62.0M | $8.1M | ||
| Q3 24 | $90.0M | $25.9M | ||
| Q2 24 | $160.0M | $16.6M | ||
| Q1 24 | $108.0M | $20.1M |
| 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% | — |
| Q4 25 | -1.6% | 8.0% | ||
| Q3 25 | 2.7% | 11.1% | ||
| Q2 25 | 10.6% | 11.6% | ||
| Q1 25 | 16.6% | 9.4% | ||
| Q4 24 | 11.0% | 3.5% | ||
| Q3 24 | 16.1% | 11.1% | ||
| Q2 24 | 23.8% | 7.9% | ||
| Q1 24 | 20.0% | 9.5% |
| Q4 25 | -1.4% | 6.3% | ||
| Q3 25 | 1.4% | 8.7% | ||
| Q2 25 | 7.2% | 9.1% | ||
| Q1 25 | 12.6% | 7.3% | ||
| Q4 24 | 9.1% | 2.8% | ||
| Q3 24 | 12.5% | 8.8% | ||
| Q2 24 | 19.7% | 6.2% | ||
| Q1 24 | 14.9% | 7.5% |
| Q4 25 | $-0.12 | $1.36 | ||
| Q3 25 | $0.13 | $1.91 | ||
| Q2 25 | $0.77 | $1.95 | ||
| Q1 25 | $1.30 | $1.48 | ||
| Q4 24 | $0.90 | $0.56 | ||
| Q3 24 | $1.28 | $1.73 | ||
| Q2 24 | $2.23 | $1.13 | ||
| Q1 24 | $1.48 | $1.36 |
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 | $73.9M |
| 总债务越低越好 | $348.0M | $50.0M |
| 股东权益账面价值 | $1.7B | $892.3M |
| 总资产 | $2.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.06× |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $73.9M | ||
| Q3 25 | $316.0M | $56.2M | ||
| Q2 25 | $333.0M | $49.4M | ||
| Q1 25 | $256.0M | $64.7M | ||
| Q4 24 | $340.0M | $59.0M | ||
| Q3 24 | $346.0M | $82.3M | ||
| Q2 24 | $317.0M | $44.6M | ||
| Q1 24 | $244.0M | $30.8M |
| Q4 25 | $348.0M | $50.0M | ||
| Q3 25 | $348.0M | $30.0M | ||
| Q2 25 | $348.0M | $30.0M | ||
| Q1 25 | $348.0M | $30.0M | ||
| Q4 24 | $348.0M | — | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — | ||
| Q1 24 | $347.0M | — |
| Q4 25 | $1.7B | $892.3M | ||
| Q3 25 | $1.7B | $899.6M | ||
| Q2 25 | $1.7B | $873.3M | ||
| Q1 25 | $1.7B | $850.7M | ||
| Q4 24 | $1.7B | $828.5M | ||
| Q3 24 | $1.7B | $851.4M | ||
| Q2 24 | $1.7B | $810.2M | ||
| Q1 24 | $1.6B | $807.1M |
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.6B | $2.4B | ||
| Q2 25 | $2.7B | $2.4B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.6B | $2.3B | ||
| Q2 24 | $2.5B | $2.2B | ||
| Q1 24 | $2.5B | $2.1B |
| Q4 25 | 0.20× | 0.06× | ||
| Q3 25 | 0.20× | 0.03× | ||
| Q2 25 | 0.20× | 0.03× | ||
| Q1 25 | 0.21× | 0.04× | ||
| 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 | $194.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $192.0M |
| 自由现金流率自由现金流/营收 | -1.4% | 60.1% |
| 资本支出强度资本支出/营收 | 13.3% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 9.67× |
| 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
| Q4 25 | $67.0M | $194.5M | ||
| Q3 25 | $89.0M | $85.5M | ||
| Q2 25 | $162.0M | $32.3M | ||
| Q1 25 | $64.0M | $3.2M | ||
| Q4 24 | $105.0M | $128.7M | ||
| Q3 24 | $183.0M | $73.8M | ||
| Q2 24 | $212.0M | $25.6M | ||
| Q1 24 | $105.0M | $-21.1M |
| Q4 25 | $-8.0M | $192.0M | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $94.0M | $32.3M | ||
| Q1 25 | $0 | $2.8M | ||
| Q4 24 | $43.0M | $124.3M | ||
| Q3 24 | $139.0M | $73.2M | ||
| Q2 24 | $176.0M | $25.0M | ||
| Q1 24 | $64.0M | $-24.2M |
| Q4 25 | -1.4% | 60.1% | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 12.5% | 10.2% | ||
| Q1 25 | 0.0% | 0.9% | ||
| Q4 24 | 6.3% | 43.4% | ||
| Q3 24 | 19.3% | 24.8% | ||
| Q2 24 | 21.6% | 9.3% | ||
| Q1 24 | 8.8% | -9.0% |
| Q4 25 | 13.3% | 0.8% | ||
| Q3 25 | 12.7% | 0.0% | ||
| Q2 25 | 9.0% | 0.0% | ||
| Q1 25 | 8.8% | 0.1% | ||
| Q4 24 | 9.1% | 1.5% | ||
| Q3 24 | 6.1% | 0.2% | ||
| Q2 24 | 4.4% | 0.2% | ||
| Q1 24 | 5.7% | 1.1% |
| Q4 25 | — | 9.67× | ||
| Q3 25 | 9.89× | 3.02× | ||
| Q2 25 | 3.00× | 1.12× | ||
| Q1 25 | 0.70× | 0.14× | ||
| Q4 24 | 1.69× | 15.83× | ||
| Q3 24 | 2.03× | 2.85× | ||
| Q2 24 | 1.32× | 1.54× | ||
| Q1 24 | 0.97× | -1.05× |
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% |
SAFT
暂无分部数据
