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LOUISIANA-PACIFIC CORP（LPX）与TrueBlue, Inc.（TBI）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TrueBlue, Inc.的1.4倍（$566.0M vs $418.2M），TrueBlue, Inc.同比增速更快（8.3% vs -16.9%），TrueBlue, Inc.自由现金流更多（$-7.5M vs $-8.0M），过去两年TrueBlue, Inc.的营收复合增速更高（1.9% 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。
蓝鸟公司是一家美国巴士制造商，总部位于佐治亚州福瓦尔谷。该公司以生产校车闻名于世，除此之外还生产多种其他类型巴士，包括城市公交巴士、房车，以及流动图书馆、移动警务指挥中心等特种车辆。
LPX vs TBI — 直观对比
营收规模更大
LPX
是对方的1.4倍
$418.2M
营收增速更快
TBI
高出25.2%
-16.9%
自由现金流更多
TBI
多$506.0K
$-8.0M
两年增速更快
TBI
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $418.2M |
| 净利润 | $-8.0M | — |
| 毛利率 | 15.0% | 21.5% |
| 营业利润率 | -1.6% | -7.0% |
| 净利率 | -1.4% | — |
| 营收同比 | -16.9% | 8.3% |
| 净利润同比 | -112.9% | — |
| 每股收益（稀释后） | $-0.12 | $-1.06 |
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LPXTBI
| Q4 25 | $566.0M | $418.2M | ||
| Q3 25 | $663.0M | $431.3M | ||
| Q2 25 | $755.0M | $396.3M | ||
| Q1 25 | $724.0M | $370.3M | ||
| Q4 24 | $681.0M | $386.0M | ||
| Q3 24 | $722.0M | $382.4M | ||
| Q2 24 | $814.0M | $396.2M | ||
| Q1 24 | $724.0M | $402.9M |
净利润LPXTBI
| Q4 25 | $-8.0M | — | ||
| Q3 25 | $9.0M | $-1.9M | ||
| Q2 25 | $54.0M | $-160.0K | ||
| Q1 25 | $91.0M | $-14.3M | ||
| Q4 24 | $62.0M | — | ||
| Q3 24 | $90.0M | $-7.6M | ||
| Q2 24 | $160.0M | $-104.7M | ||
| Q1 24 | $108.0M | $-1.7M |
毛利率LPXTBI
| Q4 25 | 15.0% | 21.5% | ||
| Q3 25 | 19.5% | 22.7% | ||
| Q2 25 | 23.6% | 23.6% | ||
| Q1 25 | 27.2% | 23.3% | ||
| Q4 24 | 23.8% | 26.6% | ||
| Q3 24 | 26.7% | 26.2% | ||
| Q2 24 | 32.3% | 26.4% | ||
| Q1 24 | 29.6% | 24.7% |
营业利润率LPXTBI
| Q4 25 | -1.6% | -7.0% | ||
| Q3 25 | 2.7% | -0.0% | ||
| Q2 25 | 10.6% | -0.7% | ||
| Q1 25 | 16.6% | -3.8% | ||
| Q4 24 | 11.0% | -2.7% | ||
| Q3 24 | 16.1% | -1.8% | ||
| Q2 24 | 23.8% | -15.1% | ||
| Q1 24 | 20.0% | -3.8% |
净利率LPXTBI
| Q4 25 | -1.4% | — | ||
| Q3 25 | 1.4% | -0.4% | ||
| Q2 25 | 7.2% | -0.0% | ||
| Q1 25 | 12.6% | -3.9% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 12.5% | -2.0% | ||
| Q2 24 | 19.7% | -26.4% | ||
| Q1 24 | 14.9% | -0.4% |
每股收益（稀释后）LPXTBI
| Q4 25 | $-0.12 | $-1.06 | ||
| Q3 25 | $0.13 | $-0.06 | ||
| Q2 25 | $0.77 | $-0.01 | ||
| Q1 25 | $1.30 | $-0.48 | ||
| Q4 24 | $0.90 | $-0.41 | ||
| Q3 24 | $1.28 | $-0.26 | ||
| Q2 24 | $2.23 | $-3.45 | ||
| Q1 24 | $1.48 | $-0.05 |
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 | $24.5M |
| 总债务越低越好 | $348.0M | — |
| 股东权益账面价值 | $1.7B | $274.6M |
| 总资产 | $2.6B | $638.7M |
| 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LPXTBI
| Q4 25 | $292.0M | $24.5M | ||
| Q3 25 | $316.0M | $19.9M | ||
| Q2 25 | $333.0M | $21.9M | ||
| Q1 25 | $256.0M | $23.1M | ||
| Q4 24 | $340.0M | $22.5M | ||
| Q3 24 | $346.0M | $14.5M | ||
| Q2 24 | $317.0M | $26.4M | ||
| Q1 24 | $244.0M | $36.2M |
总债务LPXTBI
| 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LPXTBI
| Q4 25 | $1.7B | $274.6M | ||
| Q3 25 | $1.7B | $304.3M | ||
| Q2 25 | $1.7B | $305.2M | ||
| Q1 25 | $1.7B | $302.2M | ||
| Q4 24 | $1.7B | $315.4M | ||
| Q3 24 | $1.7B | $327.2M | ||
| Q2 24 | $1.7B | $337.8M | ||
| Q1 24 | $1.6B | $446.4M |
总资产LPXTBI
| Q4 25 | $2.6B | $638.7M | ||
| Q3 25 | $2.6B | $690.5M | ||
| Q2 25 | $2.7B | $672.8M | ||
| Q1 25 | $2.6B | $692.5M | ||
| Q4 24 | $2.6B | $675.4M | ||
| Q3 24 | $2.6B | $702.4M | ||
| Q2 24 | $2.5B | $723.7M | ||
| Q1 24 | $2.5B | $868.6M |
负债/权益比LPXTBI
| 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 | $-4.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-7.5M |
| 自由现金流率自由现金流/营收 | -1.4% | -1.8% |
| 资本支出强度资本支出/营收 | 13.3% | 0.7% |
| 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 | $-73.7M |
8季度趋势，按日历期对齐
经营现金流LPXTBI
| Q4 25 | $67.0M | $-4.4M | ||
| Q3 25 | $89.0M | $-19.8M | ||
| Q2 25 | $162.0M | $-11.8M | ||
| Q1 25 | $64.0M | $-22.1M | ||
| Q4 24 | $105.0M | $6.1M | ||
| Q3 24 | $183.0M | $-7.1M | ||
| Q2 24 | $212.0M | $-1.8M | ||
| Q1 24 | $105.0M | $-14.2M |
自由现金流LPXTBI
| Q4 25 | $-8.0M | $-7.5M | ||
| Q3 25 | $5.0M | $-23.4M | ||
| Q2 25 | $94.0M | $-16.1M | ||
| Q1 25 | $0 | $-26.8M | ||
| Q4 24 | $43.0M | $854.0K | ||
| Q3 24 | $139.0M | $-12.7M | ||
| Q2 24 | $176.0M | $-7.7M | ||
| Q1 24 | $64.0M | $-21.6M |
自由现金流率LPXTBI
| Q4 25 | -1.4% | -1.8% | ||
| Q3 25 | 0.8% | -5.4% | ||
| Q2 25 | 12.5% | -4.0% | ||
| Q1 25 | 0.0% | -7.2% | ||
| Q4 24 | 6.3% | 0.2% | ||
| Q3 24 | 19.3% | -3.3% | ||
| Q2 24 | 21.6% | -2.0% | ||
| Q1 24 | 8.8% | -5.4% |
资本支出强度LPXTBI
| Q4 25 | 13.3% | 0.7% | ||
| Q3 25 | 12.7% | 0.8% | ||
| Q2 25 | 9.0% | 1.1% | ||
| Q1 25 | 8.8% | 1.3% | ||
| Q4 24 | 9.1% | 1.4% | ||
| Q3 24 | 6.1% | 1.5% | ||
| Q2 24 | 4.4% | 1.5% | ||
| Q1 24 | 5.7% | 1.8% |
现金转化率LPXTBI
| 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% |
TBI
| People Scout | $187.7M | 45% |
| Other | $175.0M | 42% |
| Healthcare Staffing Professionals Inc. | $55.5M | 13% |
