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LOUISIANA-PACIFIC CORP（LPX）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.7倍（$566.0M vs $342.1M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -1.9%，领先0.4%），Stitch Fix, Inc.同比增速更快（7.3% vs -16.9%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $-8.0M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% 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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
LPX vs SFIX — 直观对比
营收规模更大
LPX
是对方的1.7倍
$342.1M
营收增速更快
SFIX
高出24.2%
-16.9%
净利率更高
LPX
高出0.4%
-1.9%
自由现金流更多
SFIX
多$13.6M
$-8.0M
两年增速更快
SFIX
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $342.1M |
| 净利润 | $-8.0M | $-6.4M |
| 毛利率 | 15.0% | 43.6% |
| 营业利润率 | -1.6% | -2.5% |
| 净利率 | -1.4% | -1.9% |
| 营收同比 | -16.9% | 7.3% |
| 净利润同比 | -112.9% | -1.7% |
| 每股收益（稀释后） | $-0.12 | $-0.05 |
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LPXSFIX
| Q4 25 | $566.0M | $342.1M | ||
| Q3 25 | $663.0M | $311.2M | ||
| Q2 25 | $755.0M | $325.0M | ||
| Q1 25 | $724.0M | $312.1M | ||
| Q4 24 | $681.0M | $318.8M | ||
| Q3 24 | $722.0M | $319.6M | ||
| Q2 24 | $814.0M | $322.7M | ||
| Q1 24 | $724.0M | $330.4M |
净利润LPXSFIX
| Q4 25 | $-8.0M | $-6.4M | ||
| Q3 25 | $9.0M | $-8.6M | ||
| Q2 25 | $54.0M | $-7.4M | ||
| Q1 25 | $91.0M | $-6.5M | ||
| Q4 24 | $62.0M | $-6.3M | ||
| Q3 24 | $90.0M | $-36.5M | ||
| Q2 24 | $160.0M | $-21.3M | ||
| Q1 24 | $108.0M | $-35.5M |
毛利率LPXSFIX
| Q4 25 | 15.0% | 43.6% | ||
| Q3 25 | 19.5% | 43.6% | ||
| Q2 25 | 23.6% | 44.2% | ||
| Q1 25 | 27.2% | 44.5% | ||
| Q4 24 | 23.8% | 45.4% | ||
| Q3 24 | 26.7% | 44.6% | ||
| Q2 24 | 32.3% | 45.5% | ||
| Q1 24 | 29.6% | 43.4% |
营业利润率LPXSFIX
| Q4 25 | -1.6% | -2.5% | ||
| Q3 25 | 2.7% | -3.6% | ||
| Q2 25 | 10.6% | -3.0% | ||
| Q1 25 | 16.6% | -2.9% | ||
| Q4 24 | 11.0% | -2.8% | ||
| Q3 24 | 16.1% | -13.1% | ||
| Q2 24 | 23.8% | -7.7% | ||
| Q1 24 | 20.0% | -11.5% |
净利率LPXSFIX
| Q4 25 | -1.4% | -1.9% | ||
| Q3 25 | 1.4% | -2.8% | ||
| Q2 25 | 7.2% | -2.3% | ||
| Q1 25 | 12.6% | -2.1% | ||
| Q4 24 | 9.1% | -2.0% | ||
| Q3 24 | 12.5% | -11.4% | ||
| Q2 24 | 19.7% | -6.6% | ||
| Q1 24 | 14.9% | -10.8% |
每股收益（稀释后）LPXSFIX
| Q4 25 | $-0.12 | $-0.05 | ||
| Q3 25 | $0.13 | $-0.06 | ||
| Q2 25 | $0.77 | $-0.06 | ||
| Q1 25 | $1.30 | $-0.05 | ||
| Q4 24 | $0.90 | $-0.05 | ||
| Q3 24 | $1.28 | $-0.29 | ||
| Q2 24 | $2.23 | $-0.18 | ||
| Q1 24 | $1.48 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $204.1M |
| 总资产 | $2.6B | $530.7M |
| 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LPXSFIX
| Q4 25 | $292.0M | $244.2M | ||
| Q3 25 | $316.0M | $234.9M | ||
| Q2 25 | $333.0M | $234.2M | ||
| Q1 25 | $256.0M | $219.1M | ||
| Q4 24 | $340.0M | $253.3M | ||
| Q3 24 | $346.0M | $247.0M | ||
| Q2 24 | $317.0M | $244.5M | ||
| Q1 24 | $244.0M | $229.8M |
总债务LPXSFIX
| 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LPXSFIX
| Q4 25 | $1.7B | $204.1M | ||
| Q3 25 | $1.7B | $203.0M | ||
| Q2 25 | $1.7B | $200.4M | ||
| Q1 25 | $1.7B | $197.8M | ||
| Q4 24 | $1.7B | $190.5M | ||
| Q3 24 | $1.7B | $187.0M | ||
| Q2 24 | $1.7B | $208.9M | ||
| Q1 24 | $1.6B | $213.3M |
总资产LPXSFIX
| Q4 25 | $2.6B | $530.7M | ||
| Q3 25 | $2.6B | $480.6M | ||
| Q2 25 | $2.7B | $484.7M | ||
| Q1 25 | $2.6B | $472.6M | ||
| Q4 24 | $2.6B | $507.1M | ||
| Q3 24 | $2.6B | $486.9M | ||
| Q2 24 | $2.5B | $537.0M | ||
| Q1 24 | $2.5B | $538.3M |
负债/权益比LPXSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $5.6M |
| 自由现金流率自由现金流/营收 | -1.4% | 1.6% |
| 资本支出强度资本支出/营收 | 13.3% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流LPXSFIX
| Q4 25 | $67.0M | $10.9M | ||
| Q3 25 | $89.0M | $7.0M | ||
| Q2 25 | $162.0M | $20.5M | ||
| Q1 25 | $64.0M | $-16.2M | ||
| Q4 24 | $105.0M | $14.3M | ||
| Q3 24 | $183.0M | $8.2M | ||
| Q2 24 | $212.0M | $21.7M | ||
| Q1 24 | $105.0M | $-22.3M |
自由现金流LPXSFIX
| Q4 25 | $-8.0M | $5.6M | ||
| Q3 25 | $5.0M | $2.8M | ||
| Q2 25 | $94.0M | $16.0M | ||
| Q1 25 | $0 | $-19.4M | ||
| Q4 24 | $43.0M | $9.9M | ||
| Q3 24 | $139.0M | $4.5M | ||
| Q2 24 | $176.0M | $18.9M | ||
| Q1 24 | $64.0M | $-26.1M |
自由现金流率LPXSFIX
| Q4 25 | -1.4% | 1.6% | ||
| Q3 25 | 0.8% | 0.9% | ||
| Q2 25 | 12.5% | 4.9% | ||
| Q1 25 | 0.0% | -6.2% | ||
| Q4 24 | 6.3% | 3.1% | ||
| Q3 24 | 19.3% | 1.4% | ||
| Q2 24 | 21.6% | 5.9% | ||
| Q1 24 | 8.8% | -7.9% |
资本支出强度LPXSFIX
| Q4 25 | 13.3% | 1.6% | ||
| Q3 25 | 12.7% | 1.4% | ||
| Q2 25 | 9.0% | 1.4% | ||
| Q1 25 | 8.8% | 1.0% | ||
| Q4 24 | 9.1% | 1.4% | ||
| Q3 24 | 6.1% | 1.2% | ||
| Q2 24 | 4.4% | 0.9% | ||
| Q1 24 | 5.7% | 1.1% |
现金转化率LPXSFIX
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | — | ||
| Q2 25 | 3.00× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.69× | — | ||
| Q3 24 | 2.03× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 0.97× | — |
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% |
SFIX
暂无分部数据
