vs
LOUISIANA-PACIFIC CORP（LPX）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是全食超市的1.7倍（$566.0M vs $340.2M），全食超市净利率更高（7.4% vs -1.4%，领先8.8%），全食超市同比增速更快（-0.3% vs -16.9%），全食超市自由现金流更多（$48.0M vs $-8.0M），过去两年全食超市的营收复合增速更高（3.0% 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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
LPX vs SMPL — 直观对比
营收规模更大
LPX
是对方的1.7倍
$340.2M
营收增速更快
SMPL
高出16.6%
-16.9%
净利率更高
SMPL
高出8.8%
-1.4%
自由现金流更多
SMPL
多$56.0M
$-8.0M
两年增速更快
SMPL
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $340.2M |
| 净利润 | $-8.0M | $25.3M |
| 毛利率 | 15.0% | 32.3% |
| 营业利润率 | -1.6% | 11.0% |
| 净利率 | -1.4% | 7.4% |
| 营收同比 | -16.9% | -0.3% |
| 净利润同比 | -112.9% | -33.7% |
| 每股收益（稀释后） | $-0.12 | $0.26 |
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LPXSMPL
| Q4 25 | $566.0M | $340.2M | ||
| Q3 25 | $663.0M | — | ||
| Q2 25 | $755.0M | $381.0M | ||
| Q1 25 | $724.0M | — | ||
| Q4 24 | $681.0M | $341.3M | ||
| Q3 24 | $722.0M | $375.7M | ||
| Q2 24 | $814.0M | $334.8M | ||
| Q1 24 | $724.0M | $312.2M |
净利润LPXSMPL
| Q4 25 | $-8.0M | $25.3M | ||
| Q3 25 | $9.0M | — | ||
| Q2 25 | $54.0M | $41.1M | ||
| Q1 25 | $91.0M | — | ||
| Q4 24 | $62.0M | $38.1M | ||
| Q3 24 | $90.0M | $29.3M | ||
| Q2 24 | $160.0M | $41.3M | ||
| Q1 24 | $108.0M | $33.1M |
毛利率LPXSMPL
| Q4 25 | 15.0% | 32.3% | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 23.6% | 36.4% | ||
| Q1 25 | 27.2% | — | ||
| Q4 24 | 23.8% | 38.2% | ||
| Q3 24 | 26.7% | 38.8% | ||
| Q2 24 | 32.3% | 39.9% | ||
| Q1 24 | 29.6% | 37.4% |
营业利润率LPXSMPL
| Q4 25 | -1.6% | 11.0% | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 10.6% | 15.6% | ||
| Q1 25 | 16.6% | — | ||
| Q4 24 | 11.0% | 16.0% | ||
| Q3 24 | 16.1% | 12.7% | ||
| Q2 24 | 23.8% | 17.6% | ||
| Q1 24 | 20.0% | 15.4% |
净利率LPXSMPL
| Q4 25 | -1.4% | 7.4% | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 7.2% | 10.8% | ||
| Q1 25 | 12.6% | — | ||
| Q4 24 | 9.1% | 11.2% | ||
| Q3 24 | 12.5% | 7.8% | ||
| Q2 24 | 19.7% | 12.3% | ||
| Q1 24 | 14.9% | 10.6% |
每股收益（稀释后）LPXSMPL
| Q4 25 | $-0.12 | $0.26 | ||
| Q3 25 | $0.13 | — | ||
| Q2 25 | $0.77 | $0.40 | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $0.90 | $0.38 | ||
| Q3 24 | $1.28 | $0.29 | ||
| Q2 24 | $2.23 | $0.41 | ||
| Q1 24 | $1.48 | $0.33 |
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 | $194.1M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $1.7B |
| 总资产 | $2.6B | $2.5B |
| 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LPXSMPL
| Q4 25 | $292.0M | $194.1M | ||
| Q3 25 | $316.0M | — | ||
| Q2 25 | $333.0M | $98.0M | ||
| Q1 25 | $256.0M | — | ||
| Q4 24 | $340.0M | $121.8M | ||
| Q3 24 | $346.0M | $132.5M | ||
| Q2 24 | $317.0M | $208.7M | ||
| Q1 24 | $244.0M | $135.9M |
总债务LPXSMPL
| Q4 25 | $348.0M | — | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | — | ||
| Q3 24 | $347.0M | $397.5M | ||
| Q2 24 | $347.0M | $237.7M | ||
| Q1 24 | $347.0M | $237.7M |
股东权益LPXSMPL
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $1.8B | ||
| Q3 24 | $1.7B | $1.7B | ||
| Q2 24 | $1.7B | $1.7B | ||
| Q1 24 | $1.6B | $1.6B |
总资产LPXSMPL
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.7B | $2.4B | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $2.4B | ||
| Q3 24 | $2.6B | $2.4B | ||
| Q2 24 | $2.5B | $2.2B | ||
| Q1 24 | $2.5B | $2.1B |
负债/权益比LPXSMPL
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | 0.23× | ||
| Q2 24 | 0.21× | 0.14× | ||
| Q1 24 | 0.21× | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $48.0M |
| 自由现金流率自由现金流/营收 | -1.4% | 14.1% |
| 资本支出强度资本支出/营收 | 13.3% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.98× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $223.6M |
8季度趋势，按日历期对齐
经营现金流LPXSMPL
| Q4 25 | $67.0M | $50.1M | ||
| Q3 25 | $89.0M | — | ||
| Q2 25 | $162.0M | $101.1M | ||
| Q1 25 | $64.0M | — | ||
| Q4 24 | $105.0M | $32.0M | ||
| Q3 24 | $183.0M | $48.9M | ||
| Q2 24 | $212.0M | $72.8M | ||
| Q1 24 | $105.0M | $46.5M |
自由现金流LPXSMPL
| Q4 25 | $-8.0M | $48.0M | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $94.0M | $98.9M | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $43.0M | $31.7M | ||
| Q3 24 | $139.0M | $45.0M | ||
| Q2 24 | $176.0M | $72.0M | ||
| Q1 24 | $64.0M | $46.1M |
自由现金流率LPXSMPL
| Q4 25 | -1.4% | 14.1% | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 12.5% | 25.9% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 6.3% | 9.3% | ||
| Q3 24 | 19.3% | 12.0% | ||
| Q2 24 | 21.6% | 21.5% | ||
| Q1 24 | 8.8% | 14.8% |
资本支出强度LPXSMPL
| Q4 25 | 13.3% | 0.6% | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | 9.0% | 0.6% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.1% | 0.1% | ||
| Q3 24 | 6.1% | 1.0% | ||
| Q2 24 | 4.4% | 0.2% | ||
| Q1 24 | 5.7% | 0.1% |
现金转化率LPXSMPL
| Q4 25 | — | 1.98× | ||
| Q3 25 | 9.89× | — | ||
| Q2 25 | 3.00× | 2.46× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.69× | 0.84× | ||
| Q3 24 | 2.03× | 1.67× | ||
| Q2 24 | 1.32× | 1.76× | ||
| Q1 24 | 0.97× | 1.40× |
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% |
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
