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LOUISIANA-PACIFIC CORP（LPX）与SERVICE CORP INTERNATIONAL（SCI）财务数据对比。点击上方公司名可切换其他公司
SERVICE CORP INTERNATIONAL的季度营收约是LOUISIANA-PACIFIC CORP的2.0倍（$1.1B vs $566.0M），SERVICE CORP INTERNATIONAL净利率更高（14.3% vs -1.4%，领先15.8%），SERVICE CORP INTERNATIONAL同比增速更快（1.7% vs -16.9%），SERVICE CORP INTERNATIONAL自由现金流更多（$87.2M vs $-8.0M），过去两年SERVICE CORP INTERNATIONAL的营收复合增速更高（3.1% 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。
国际配送服务有限公司（IDS）是英国邮政及快递服务提供商，2013年由英国政府设立，作为皇家邮政的控股母公司，多数股权随后在伦敦证券交易所公开发售，当时政府保留30%股份。截至2025年4月，该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
LPX vs SCI — 直观对比
营收规模更大
SCI
是对方的2.0倍
$566.0M
营收增速更快
SCI
高出18.6%
-16.9%
净利率更高
SCI
高出15.8%
-1.4%
自由现金流更多
SCI
多$95.2M
$-8.0M
两年增速更快
SCI
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $1.1B |
| 净利润 | $-8.0M | $159.4M |
| 毛利率 | 15.0% | 28.0% |
| 营业利润率 | -1.6% | 24.8% |
| 净利率 | -1.4% | 14.3% |
| 营收同比 | -16.9% | 1.7% |
| 净利润同比 | -112.9% | 5.3% |
| 每股收益（稀释后） | $-0.12 | $1.13 |
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LPXSCI
| Q4 25 | $566.0M | $1.1B | ||
| Q3 25 | $663.0M | $1.1B | ||
| Q2 25 | $755.0M | $1.1B | ||
| Q1 25 | $724.0M | $1.1B | ||
| Q4 24 | $681.0M | $1.1B | ||
| Q3 24 | $722.0M | $1.0B | ||
| Q2 24 | $814.0M | $1.0B | ||
| Q1 24 | $724.0M | $1.0B |
净利润LPXSCI
| Q4 25 | $-8.0M | $159.4M | ||
| Q3 25 | $9.0M | $117.5M | ||
| Q2 25 | $54.0M | $122.9M | ||
| Q1 25 | $91.0M | $142.9M | ||
| Q4 24 | $62.0M | $151.4M | ||
| Q3 24 | $90.0M | $117.8M | ||
| Q2 24 | $160.0M | $118.2M | ||
| Q1 24 | $108.0M | $131.3M |
毛利率LPXSCI
| Q4 25 | 15.0% | 28.0% | ||
| Q3 25 | 19.5% | 25.1% | ||
| Q2 25 | 23.6% | 25.5% | ||
| Q1 25 | 27.2% | 27.1% | ||
| Q4 24 | 23.8% | 28.0% | ||
| Q3 24 | 26.7% | 24.9% | ||
| Q2 24 | 32.3% | 24.9% | ||
| Q1 24 | 29.6% | 26.2% |
营业利润率LPXSCI
| Q4 25 | -1.6% | 24.8% | ||
| Q3 25 | 2.7% | 21.4% | ||
| Q2 25 | 10.6% | 21.1% | ||
| Q1 25 | 16.6% | 23.4% | ||
| Q4 24 | 11.0% | 24.0% | ||
| Q3 24 | 16.1% | 20.9% | ||
| Q2 24 | 23.8% | 21.4% | ||
| Q1 24 | 20.0% | 22.2% |
净利率LPXSCI
| Q4 25 | -1.4% | 14.3% | ||
| Q3 25 | 1.4% | 11.1% | ||
| Q2 25 | 7.2% | 11.5% | ||
| Q1 25 | 12.6% | 13.3% | ||
| Q4 24 | 9.1% | 13.8% | ||
| Q3 24 | 12.5% | 11.6% | ||
| Q2 24 | 19.7% | 11.4% | ||
| Q1 24 | 14.9% | 12.6% |
每股收益（稀释后）LPXSCI
| Q4 25 | $-0.12 | $1.13 | ||
| Q3 25 | $0.13 | $0.83 | ||
| Q2 25 | $0.77 | $0.86 | ||
| Q1 25 | $1.30 | $0.98 | ||
| Q4 24 | $0.90 | $1.02 | ||
| Q3 24 | $1.28 | $0.81 | ||
| Q2 24 | $2.23 | $0.81 | ||
| Q1 24 | $1.48 | $0.89 |
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 | $243.6M |
| 总债务越低越好 | $348.0M | $5.1B |
| 股东权益账面价值 | $1.7B | $1.6B |
| 总资产 | $2.6B | $18.7B |
| 负债/权益比越低杠杆越低 | 0.20× | 3.10× |
8季度趋势，按日历期对齐
现金及短期投资LPXSCI
| Q4 25 | $292.0M | $243.6M | ||
| Q3 25 | $316.0M | $241.3M | ||
| Q2 25 | $333.0M | $255.4M | ||
| Q1 25 | $256.0M | $227.2M | ||
| Q4 24 | $340.0M | $218.8M | ||
| Q3 24 | $346.0M | $185.4M | ||
| Q2 24 | $317.0M | $184.4M | ||
| Q1 24 | $244.0M | $205.6M |
总债务LPXSCI
| Q4 25 | $348.0M | $5.1B | ||
| Q3 25 | $348.0M | $5.0B | ||
| Q2 25 | $348.0M | $5.0B | ||
| Q1 25 | $348.0M | $4.7B | ||
| Q4 24 | $348.0M | $4.8B | ||
| Q3 24 | $347.0M | $4.7B | ||
| Q2 24 | $347.0M | $4.7B | ||
| Q1 24 | $347.0M | $4.6B |
股东权益LPXSCI
| Q4 25 | $1.7B | $1.6B | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.7B | $1.7B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.6B | $1.6B |
总资产LPXSCI
| Q4 25 | $2.6B | $18.7B | ||
| Q3 25 | $2.6B | $18.4B | ||
| Q2 25 | $2.7B | $18.0B | ||
| Q1 25 | $2.6B | $17.3B | ||
| Q4 24 | $2.6B | $17.4B | ||
| Q3 24 | $2.6B | $17.4B | ||
| Q2 24 | $2.5B | $16.8B | ||
| Q1 24 | $2.5B | $16.7B |
负债/权益比LPXSCI
| Q4 25 | 0.20× | 3.10× | ||
| Q3 25 | 0.20× | 3.17× | ||
| Q2 25 | 0.20× | 3.19× | ||
| Q1 25 | 0.21× | 2.87× | ||
| Q4 24 | 0.21× | 2.83× | ||
| Q3 24 | 0.21× | 2.92× | ||
| Q2 24 | 0.21× | 3.05× | ||
| Q1 24 | 0.21× | 2.90× |
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 | $212.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $87.2M |
| 自由现金流率自由现金流/营收 | -1.4% | 7.8% |
| 资本支出强度资本支出/营收 | 13.3% | 11.3% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $554.2M |
8季度趋势，按日历期对齐
经营现金流LPXSCI
| Q4 25 | $67.0M | $212.9M | ||
| Q3 25 | $89.0M | $252.3M | ||
| Q2 25 | $162.0M | $166.4M | ||
| Q1 25 | $64.0M | $311.1M | ||
| Q4 24 | $105.0M | $264.1M | ||
| Q3 24 | $183.0M | $263.8M | ||
| Q2 24 | $212.0M | $196.9M | ||
| Q1 24 | $105.0M | $220.1M |
自由现金流LPXSCI
| Q4 25 | $-8.0M | $87.2M | ||
| Q3 25 | $5.0M | $150.7M | ||
| Q2 25 | $94.0M | $83.4M | ||
| Q1 25 | $0 | $233.0M | ||
| Q4 24 | $43.0M | $151.8M | ||
| Q3 24 | $139.0M | $162.8M | ||
| Q2 24 | $176.0M | $100.8M | ||
| Q1 24 | $64.0M | $140.3M |
自由现金流率LPXSCI
| Q4 25 | -1.4% | 7.8% | ||
| Q3 25 | 0.8% | 14.2% | ||
| Q2 25 | 12.5% | 7.8% | ||
| Q1 25 | 0.0% | 21.7% | ||
| Q4 24 | 6.3% | 13.9% | ||
| Q3 24 | 19.3% | 16.1% | ||
| Q2 24 | 21.6% | 9.7% | ||
| Q1 24 | 8.8% | 13.4% |
资本支出强度LPXSCI
| Q4 25 | 13.3% | 11.3% | ||
| Q3 25 | 12.7% | 9.6% | ||
| Q2 25 | 9.0% | 7.8% | ||
| Q1 25 | 8.8% | 7.3% | ||
| Q4 24 | 9.1% | 10.3% | ||
| Q3 24 | 6.1% | 10.0% | ||
| Q2 24 | 4.4% | 9.3% | ||
| Q1 24 | 5.7% | 7.6% |
现金转化率LPXSCI
| Q4 25 | — | 1.34× | ||
| Q3 25 | 9.89× | 2.15× | ||
| Q2 25 | 3.00× | 1.35× | ||
| Q1 25 | 0.70× | 2.18× | ||
| Q4 24 | 1.69× | 1.75× | ||
| Q3 24 | 2.03× | 2.24× | ||
| Q2 24 | 1.32× | 1.67× | ||
| Q1 24 | 0.97× | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
