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LOUISIANA-PACIFIC CORP（LPX）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是医疗房产信托的1.9倍（$566.0M vs $296.5M），医疗房产信托净利率更高（-0.3% vs -1.4%，领先1.1%），LOUISIANA-PACIFIC CORP同比增速更快（-16.9% vs -17.0%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-95.2M），过去两年医疗房产信托的营收复合增速更高（-6.1% 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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
LPX vs SVC — 直观对比
营收规模更大
LPX
是对方的1.9倍
$296.5M
营收增速更快
LPX
高出0.1%
-17.0%
净利率更高
SVC
高出1.1%
-1.4%
自由现金流更多
LPX
多$87.2M
$-95.2M
两年增速更快
SVC
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $296.5M |
| 净利润 | $-8.0M | $-782.0K |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | -3.9% |
| 净利率 | -1.4% | -0.3% |
| 营收同比 | -16.9% | -17.0% |
| 净利润同比 | -112.9% | 99.0% |
| 每股收益（稀释后） | $-0.12 | $-0.01 |
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LPXSVC
| Q4 25 | $566.0M | $296.5M | ||
| Q3 25 | $663.0M | $377.6M | ||
| Q2 25 | $755.0M | $404.4M | ||
| Q1 25 | $724.0M | $335.0M | ||
| Q4 24 | $681.0M | $357.0M | ||
| Q3 24 | $722.0M | $390.9M | ||
| Q2 24 | $814.0M | $412.5M | ||
| Q1 24 | $724.0M | $336.2M |
净利润LPXSVC
| Q4 25 | $-8.0M | $-782.0K | ||
| Q3 25 | $9.0M | $-46.9M | ||
| Q2 25 | $54.0M | $-38.2M | ||
| Q1 25 | $91.0M | $-116.4M | ||
| Q4 24 | $62.0M | $-76.4M | ||
| Q3 24 | $90.0M | $-46.9M | ||
| Q2 24 | $160.0M | $-73.8M | ||
| Q1 24 | $108.0M | $-78.4M |
毛利率LPXSVC
| 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LPXSVC
| Q4 25 | -1.6% | -3.9% | ||
| Q3 25 | 2.7% | -12.8% | ||
| Q2 25 | 10.6% | -9.2% | ||
| Q1 25 | 16.6% | -33.3% | ||
| Q4 24 | 11.0% | -19.4% | ||
| Q3 24 | 16.1% | -12.8% | ||
| Q2 24 | 23.8% | -17.1% | ||
| Q1 24 | 20.0% | -21.4% |
净利率LPXSVC
| Q4 25 | -1.4% | -0.3% | ||
| Q3 25 | 1.4% | -12.4% | ||
| Q2 25 | 7.2% | -9.4% | ||
| Q1 25 | 12.6% | -34.8% | ||
| Q4 24 | 9.1% | -21.4% | ||
| Q3 24 | 12.5% | -12.0% | ||
| Q2 24 | 19.7% | -17.9% | ||
| Q1 24 | 14.9% | -23.3% |
每股收益（稀释后）LPXSVC
| Q4 25 | $-0.12 | $-0.01 | ||
| Q3 25 | $0.13 | $-0.28 | ||
| Q2 25 | $0.77 | $-0.23 | ||
| Q1 25 | $1.30 | $-0.70 | ||
| Q4 24 | $0.90 | $-0.46 | ||
| Q3 24 | $1.28 | $-0.28 | ||
| Q2 24 | $2.23 | $-0.45 | ||
| Q1 24 | $1.48 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | $348.0M | $5.5B |
| 股东权益账面价值 | $1.7B | $646.1M |
| 总资产 | $2.6B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.20× | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资LPXSVC
| Q4 25 | $292.0M | $346.8M | ||
| Q3 25 | $316.0M | $417.4M | ||
| Q2 25 | $333.0M | $63.2M | ||
| Q1 25 | $256.0M | $80.1M | ||
| Q4 24 | $340.0M | $143.5M | ||
| Q3 24 | $346.0M | $48.6M | ||
| Q2 24 | $317.0M | $14.6M | ||
| Q1 24 | $244.0M | $71.3M |
总债务LPXSVC
| Q4 25 | $348.0M | $5.5B | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | $5.8B | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — | ||
| Q1 24 | $347.0M | — |
股东权益LPXSVC
| Q4 25 | $1.7B | $646.1M | ||
| Q3 25 | $1.7B | $647.9M | ||
| Q2 25 | $1.7B | $695.9M | ||
| Q1 25 | $1.7B | $734.6M | ||
| Q4 24 | $1.7B | $851.9M | ||
| Q3 24 | $1.7B | $929.0M | ||
| Q2 24 | $1.7B | $1.0B | ||
| Q1 24 | $1.6B | $1.1B |
总资产LPXSVC
| Q4 25 | $2.6B | $6.5B | ||
| Q3 25 | $2.6B | $7.0B | ||
| Q2 25 | $2.7B | $6.9B | ||
| Q1 25 | $2.6B | $7.0B | ||
| Q4 24 | $2.6B | $7.1B | ||
| Q3 24 | $2.6B | $7.1B | ||
| Q2 24 | $2.5B | $7.1B | ||
| Q1 24 | $2.5B | $7.2B |
负债/权益比LPXSVC
| Q4 25 | 0.20× | 8.52× | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-95.2M |
| 自由现金流率自由现金流/营收 | -1.4% | -32.1% |
| 资本支出强度资本支出/营收 | 13.3% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流LPXSVC
| Q4 25 | $67.0M | $-18.5M | ||
| Q3 25 | $89.0M | $98.1M | ||
| Q2 25 | $162.0M | $-7.0K | ||
| Q1 25 | $64.0M | $38.2M | ||
| Q4 24 | $105.0M | $-9.7M | ||
| Q3 24 | $183.0M | $106.2M | ||
| Q2 24 | $212.0M | $43.8M | ||
| Q1 24 | $105.0M | $-926.0K |
自由现金流LPXSVC
| Q4 25 | $-8.0M | $-95.2M | ||
| Q3 25 | $5.0M | $57.9M | ||
| Q2 25 | $94.0M | $-46.6M | ||
| Q1 25 | $0 | $-23.2M | ||
| Q4 24 | $43.0M | $-88.9M | ||
| Q3 24 | $139.0M | $24.1M | ||
| Q2 24 | $176.0M | $-22.3M | ||
| Q1 24 | $64.0M | $-77.2M |
自由现金流率LPXSVC
| Q4 25 | -1.4% | -32.1% | ||
| Q3 25 | 0.8% | 15.3% | ||
| Q2 25 | 12.5% | -11.5% | ||
| Q1 25 | 0.0% | -6.9% | ||
| Q4 24 | 6.3% | -24.9% | ||
| Q3 24 | 19.3% | 6.2% | ||
| Q2 24 | 21.6% | -5.4% | ||
| Q1 24 | 8.8% | -23.0% |
资本支出强度LPXSVC
| Q4 25 | 13.3% | 25.9% | ||
| Q3 25 | 12.7% | 10.6% | ||
| Q2 25 | 9.0% | 11.5% | ||
| Q1 25 | 8.8% | 18.3% | ||
| Q4 24 | 9.1% | 22.2% | ||
| Q3 24 | 6.1% | 21.0% | ||
| Q2 24 | 4.4% | 16.0% | ||
| Q1 24 | 5.7% | 22.7% |
现金转化率LPXSVC
| 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% |
SVC
暂无分部数据
