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LOUISIANA-PACIFIC CORP（LPX）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是LOUISIANA-PACIFIC CORP的1.7倍（$934.8M vs $566.0M），森萨塔科技净利率更高（9.3% vs -1.4%，领先10.7%），森萨塔科技同比增速更快（2.6% vs -16.9%），森萨塔科技自由现金流更多（$104.6M vs $-8.0M），过去两年森萨塔科技的营收复合增速更高（-5.0% 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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
LPX vs ST — 直观对比
营收规模更大
ST
是对方的1.7倍
$566.0M
营收增速更快
ST
高出19.5%
-16.9%
净利率更高
ST
高出10.7%
-1.4%
自由现金流更多
ST
多$112.6M
$-8.0M
两年增速更快
ST
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $934.8M |
| 净利润 | $-8.0M | $87.1M |
| 毛利率 | 15.0% | 30.6% |
| 营业利润率 | -1.6% | 15.1% |
| 净利率 | -1.4% | 9.3% |
| 营收同比 | -16.9% | 2.6% |
| 净利润同比 | -112.9% | 24.6% |
| 每股收益（稀释后） | $-0.12 | $0.59 |
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LPXST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $566.0M | $917.9M | ||
| Q3 25 | $663.0M | $932.0M | ||
| Q2 25 | $755.0M | $943.4M | ||
| Q1 25 | $724.0M | $911.3M | ||
| Q4 24 | $681.0M | $907.7M | ||
| Q3 24 | $722.0M | $982.8M | ||
| Q2 24 | $814.0M | $1.0B |
净利润LPXST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $-8.0M | $63.2M | ||
| Q3 25 | $9.0M | $-162.5M | ||
| Q2 25 | $54.0M | $60.7M | ||
| Q1 25 | $91.0M | $69.9M | ||
| Q4 24 | $62.0M | $5.8M | ||
| Q3 24 | $90.0M | $-25.0M | ||
| Q2 24 | $160.0M | $71.7M |
毛利率LPXST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 15.0% | 29.0% | ||
| Q3 25 | 19.5% | 27.8% | ||
| Q2 25 | 23.6% | 30.3% | ||
| Q1 25 | 27.2% | 29.9% | ||
| Q4 24 | 23.8% | 27.1% | ||
| Q3 24 | 26.7% | 28.6% | ||
| Q2 24 | 32.3% | 30.0% |
营业利润率LPXST
| Q1 26 | — | 15.1% | ||
| Q4 25 | -1.6% | 10.9% | ||
| Q3 25 | 2.7% | -13.2% | ||
| Q2 25 | 10.6% | 14.6% | ||
| Q1 25 | 16.6% | 13.4% | ||
| Q4 24 | 11.0% | 8.1% | ||
| Q3 24 | 16.1% | -20.3% | ||
| Q2 24 | 23.8% | 12.5% |
净利率LPXST
| Q1 26 | — | 9.3% | ||
| Q4 25 | -1.4% | 6.9% | ||
| Q3 25 | 1.4% | -17.4% | ||
| Q2 25 | 7.2% | 6.4% | ||
| Q1 25 | 12.6% | 7.7% | ||
| Q4 24 | 9.1% | 0.6% | ||
| Q3 24 | 12.5% | -2.5% | ||
| Q2 24 | 19.7% | 6.9% |
每股收益（稀释后）LPXST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $-0.12 | $0.45 | ||
| Q3 25 | $0.13 | $-1.12 | ||
| Q2 25 | $0.77 | $0.41 | ||
| Q1 25 | $1.30 | $0.47 | ||
| Q4 24 | $0.90 | $0.05 | ||
| Q3 24 | $1.28 | $-0.17 | ||
| Q2 24 | $2.23 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $2.9B |
| 总资产 | $2.6B | $6.8B |
| 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LPXST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $292.0M | $573.0M | ||
| Q3 25 | $316.0M | $791.3M | ||
| Q2 25 | $333.0M | $661.8M | ||
| Q1 25 | $256.0M | $588.1M | ||
| Q4 24 | $340.0M | $593.7M | ||
| Q3 24 | $346.0M | $506.2M | ||
| Q2 24 | $317.0M | $1.0B |
总债务LPXST
| Q1 26 | — | — | ||
| Q4 25 | $348.0M | $2.8B | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | $3.2B | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — |
股东权益LPXST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.7B | $2.8B | ||
| Q3 25 | $1.7B | $2.7B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.7B | $2.8B | ||
| Q4 24 | $1.7B | $2.9B | ||
| Q3 24 | $1.7B | $3.0B | ||
| Q2 24 | $1.7B | $3.0B |
总资产LPXST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $2.6B | $6.8B | ||
| Q3 25 | $2.6B | $7.1B | ||
| Q2 25 | $2.7B | $7.3B | ||
| Q1 25 | $2.6B | $7.2B | ||
| Q4 24 | $2.6B | $7.1B | ||
| Q3 24 | $2.6B | $7.3B | ||
| Q2 24 | $2.5B | $8.2B |
负债/权益比LPXST
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | 1.02× | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | 1.11× | ||
| Q3 24 | 0.21× | — | ||
| Q2 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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $104.6M |
| 自由现金流率自由现金流/营收 | -1.4% | 11.2% |
| 资本支出强度资本支出/营收 | 13.3% | — |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $508.3M |
8季度趋势，按日历期对齐
经营现金流LPXST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $67.0M | $201.5M | ||
| Q3 25 | $89.0M | $159.9M | ||
| Q2 25 | $162.0M | $140.9M | ||
| Q1 25 | $64.0M | $119.2M | ||
| Q4 24 | $105.0M | $170.7M | ||
| Q3 24 | $183.0M | $130.9M | ||
| Q2 24 | $212.0M | $143.5M |
自由现金流LPXST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $-8.0M | $151.9M | ||
| Q3 25 | $5.0M | $136.2M | ||
| Q2 25 | $94.0M | $115.5M | ||
| Q1 25 | $0 | $86.6M | ||
| Q4 24 | $43.0M | $138.9M | ||
| Q3 24 | $139.0M | $91.3M | ||
| Q2 24 | $176.0M | $98.4M |
自由现金流率LPXST
| Q1 26 | — | 11.2% | ||
| Q4 25 | -1.4% | 16.6% | ||
| Q3 25 | 0.8% | 14.6% | ||
| Q2 25 | 12.5% | 12.2% | ||
| Q1 25 | 0.0% | 9.5% | ||
| Q4 24 | 6.3% | 15.3% | ||
| Q3 24 | 19.3% | 9.3% | ||
| Q2 24 | 21.6% | 9.5% |
资本支出强度LPXST
| Q1 26 | — | — | ||
| Q4 25 | 13.3% | 5.4% | ||
| Q3 25 | 12.7% | 2.5% | ||
| Q2 25 | 9.0% | 2.7% | ||
| Q1 25 | 8.8% | 3.6% | ||
| Q4 24 | 9.1% | 3.5% | ||
| Q3 24 | 6.1% | 4.0% | ||
| Q2 24 | 4.4% | 4.4% |
现金转化率LPXST
| Q1 26 | — | 1.41× | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | 9.89× | — | ||
| Q2 25 | 3.00× | 2.32× | ||
| Q1 25 | 0.70× | 1.70× | ||
| Q4 24 | 1.69× | 29.50× | ||
| Q3 24 | 2.03× | — | ||
| Q2 24 | 1.32× | 2.00× |
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% |
ST
暂无分部数据
