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LOUISIANA-PACIFIC CORP（LPX）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是LOUISIANA-PACIFIC CORP的1.2倍（$697.2M vs $566.0M），SUN COMMUNITIES INC净利率更高（1.7% vs -1.4%，领先3.1%），LOUISIANA-PACIFIC CORP同比增速更快（-16.9% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% 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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
LPX vs SUI — 直观对比
营收规模更大
SUI
是对方的1.2倍
$566.0M
营收增速更快
LPX
高出8.9%
-25.8%
净利率更高
SUI
高出3.1%
-1.4%
两年增速更快
SUI
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $697.2M |
| 净利润 | $-8.0M | $12.1M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | — |
| 净利率 | -1.4% | 1.7% |
| 营收同比 | -16.9% | -25.8% |
| 净利润同比 | -112.9% | -96.0% |
| 每股收益（稀释后） | $-0.12 | $0.07 |
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LPXSUI
| Q4 25 | $566.0M | — | ||
| Q3 25 | $663.0M | $697.2M | ||
| Q2 25 | $755.0M | $623.5M | ||
| Q1 25 | $724.0M | $470.2M | ||
| Q4 24 | $681.0M | $745.9M | ||
| Q3 24 | $722.0M | $939.9M | ||
| Q2 24 | $814.0M | $864.0M | ||
| Q1 24 | $724.0M | $671.3M |
净利润LPXSUI
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $9.0M | $12.1M | ||
| Q2 25 | $54.0M | $1.3B | ||
| Q1 25 | $91.0M | $-41.2M | ||
| Q4 24 | $62.0M | $-228.4M | ||
| Q3 24 | $90.0M | $300.5M | ||
| Q2 24 | $160.0M | $56.7M | ||
| Q1 24 | $108.0M | $-25.2M |
毛利率LPXSUI
| 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% | — |
营业利润率LPXSUI
| Q4 25 | -1.6% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 16.6% | — | ||
| Q4 24 | 11.0% | — | ||
| Q3 24 | 16.1% | — | ||
| Q2 24 | 23.8% | — | ||
| Q1 24 | 20.0% | — |
净利率LPXSUI
| Q4 25 | -1.4% | — | ||
| Q3 25 | 1.4% | 1.7% | ||
| Q2 25 | 7.2% | 210.8% | ||
| Q1 25 | 12.6% | -8.8% | ||
| Q4 24 | 9.1% | -30.6% | ||
| Q3 24 | 12.5% | 32.0% | ||
| Q2 24 | 19.7% | 6.6% | ||
| Q1 24 | 14.9% | -3.8% |
每股收益（稀释后）LPXSUI
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $0.13 | $0.07 | ||
| Q2 25 | $0.77 | $10.02 | ||
| Q1 25 | $1.30 | $-0.34 | ||
| Q4 24 | $0.90 | $-1.80 | ||
| Q3 24 | $1.28 | $2.31 | ||
| Q2 24 | $2.23 | $0.42 | ||
| Q1 24 | $1.48 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $7.0B |
| 总资产 | $2.6B | $12.8B |
| 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LPXSUI
| Q4 25 | $292.0M | — | ||
| Q3 25 | $316.0M | $542.7M | ||
| Q2 25 | $333.0M | $889.7M | ||
| Q1 25 | $256.0M | — | ||
| Q4 24 | $340.0M | $47.4M | ||
| Q3 24 | $346.0M | — | ||
| Q2 24 | $317.0M | — | ||
| Q1 24 | $244.0M | — |
总债务LPXSUI
| Q4 25 | $348.0M | — | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | $7.4B | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — | ||
| Q1 24 | $347.0M | — |
股东权益LPXSUI
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $7.0B | ||
| Q2 25 | $1.7B | $7.4B | ||
| Q1 25 | $1.7B | $6.9B | ||
| Q4 24 | $1.7B | $7.1B | ||
| Q3 24 | $1.7B | $7.5B | ||
| Q2 24 | $1.7B | $6.9B | ||
| Q1 24 | $1.6B | $6.9B |
总资产LPXSUI
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.6B | $12.8B | ||
| Q2 25 | $2.7B | $13.4B | ||
| Q1 25 | $2.6B | $16.5B | ||
| Q4 24 | $2.6B | $16.5B | ||
| Q3 24 | $2.6B | $17.1B | ||
| Q2 24 | $2.5B | $17.0B | ||
| Q1 24 | $2.5B | $17.1B |
负债/权益比LPXSUI
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | 1.04× | ||
| 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 | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | — |
| 自由现金流率自由现金流/营收 | -1.4% | — |
| 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 | — | 16.35× |
| 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
经营现金流LPXSUI
| Q4 25 | $67.0M | — | ||
| Q3 25 | $89.0M | $197.8M | ||
| Q2 25 | $162.0M | $256.0M | ||
| Q1 25 | $64.0M | $243.9M | ||
| Q4 24 | $105.0M | $118.0M | ||
| Q3 24 | $183.0M | $189.2M | ||
| Q2 24 | $212.0M | $311.3M | ||
| Q1 24 | $105.0M | $242.5M |
自由现金流LPXSUI
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $94.0M | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $43.0M | — | ||
| Q3 24 | $139.0M | — | ||
| Q2 24 | $176.0M | — | ||
| Q1 24 | $64.0M | — |
自由现金流率LPXSUI
| Q4 25 | -1.4% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 12.5% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 21.6% | — | ||
| Q1 24 | 8.8% | — |
资本支出强度LPXSUI
| Q4 25 | 13.3% | — | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 5.7% | — |
现金转化率LPXSUI
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | 16.35× | ||
| Q2 25 | 3.00× | 0.19× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.69× | — | ||
| Q3 24 | 2.03× | 0.63× | ||
| Q2 24 | 1.32× | 5.49× | ||
| 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% |
SUI
暂无分部数据
