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LOUISIANA-PACIFIC CORP（LPX）与Walker & Dunlop, Inc.（WD）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Walker & Dunlop, Inc.的1.7倍（$566.0M vs $340.0M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -12.9%，领先11.5%），Walker & Dunlop, Inc.同比增速更快（-0.4% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
LPX vs WD — 直观对比
营收规模更大
LPX
是对方的1.7倍
$340.0M
营收增速更快
WD
高出16.5%
-16.9%
净利率更高
LPX
高出11.5%
-12.9%
自由现金流更多
LPX
多$672.1M
$-680.1M
两年增速更快
WD
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $340.0M |
| 净利润 | $-8.0M | $-13.9M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | -17.2% |
| 净利率 | -1.4% | -12.9% |
| 营收同比 | -16.9% | -0.4% |
| 净利润同比 | -112.9% | -131.0% |
| 每股收益（稀释后） | $-0.12 | $-0.41 |
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LPXWD
| Q4 25 | $566.0M | $340.0M | ||
| Q3 25 | $663.0M | $337.7M | ||
| Q2 25 | $755.0M | $319.2M | ||
| Q1 25 | $724.0M | $237.4M | ||
| Q4 24 | $681.0M | $341.5M | ||
| Q3 24 | $722.0M | $292.3M | ||
| Q2 24 | $814.0M | $270.7M | ||
| Q1 24 | $724.0M | $228.1M |
净利润LPXWD
| Q4 25 | $-8.0M | $-13.9M | ||
| Q3 25 | $9.0M | $33.5M | ||
| Q2 25 | $54.0M | $34.0M | ||
| Q1 25 | $91.0M | $2.8M | ||
| Q4 24 | $62.0M | $44.8M | ||
| Q3 24 | $90.0M | $28.8M | ||
| Q2 24 | $160.0M | $22.7M | ||
| Q1 24 | $108.0M | $11.9M |
毛利率LPXWD
| 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LPXWD
| Q4 25 | -1.6% | -17.2% | ||
| Q3 25 | 2.7% | 13.6% | ||
| Q2 25 | 10.6% | 14.5% | ||
| Q1 25 | 16.6% | 2.2% | ||
| Q4 24 | 11.0% | 15.3% | ||
| Q3 24 | 16.1% | 12.8% | ||
| Q2 24 | 23.8% | 10.4% | ||
| Q1 24 | 20.0% | 6.0% |
净利率LPXWD
| Q4 25 | -1.4% | -12.9% | ||
| Q3 25 | 1.4% | 9.9% | ||
| Q2 25 | 7.2% | 10.6% | ||
| Q1 25 | 12.6% | 1.2% | ||
| Q4 24 | 9.1% | 13.1% | ||
| Q3 24 | 12.5% | 9.9% | ||
| Q2 24 | 19.7% | 8.4% | ||
| Q1 24 | 14.9% | 5.2% |
每股收益（稀释后）LPXWD
| Q4 25 | $-0.12 | $-0.41 | ||
| Q3 25 | $0.13 | $0.98 | ||
| Q2 25 | $0.77 | $0.99 | ||
| Q1 25 | $1.30 | $0.08 | ||
| Q4 24 | $0.90 | $1.32 | ||
| Q3 24 | $1.28 | $0.85 | ||
| Q2 24 | $2.23 | $0.67 | ||
| Q1 24 | $1.48 | $0.35 |
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 | $299.3M |
| 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 | $5.1B |
| 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LPXWD
| Q4 25 | $292.0M | $299.3M | ||
| Q3 25 | $316.0M | $274.8M | ||
| Q2 25 | $333.0M | $233.7M | ||
| Q1 25 | $256.0M | $181.0M | ||
| Q4 24 | $340.0M | $279.3M | ||
| Q3 24 | $346.0M | $179.8M | ||
| Q2 24 | $317.0M | $208.1M | ||
| Q1 24 | $244.0M | $216.5M |
总债务LPXWD
| 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LPXWD
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | $1.7B | $1.7B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.7B | $1.7B | ||
| Q2 24 | $1.7B | $1.7B | ||
| Q1 24 | $1.6B | $1.7B |
总资产LPXWD
| Q4 25 | $2.6B | $5.1B | ||
| Q3 25 | $2.6B | $5.8B | ||
| Q2 25 | $2.7B | $4.7B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.6B | $4.4B | ||
| Q3 24 | $2.6B | $4.6B | ||
| Q2 24 | $2.5B | $4.2B | ||
| Q1 24 | $2.5B | $3.8B |
负债/权益比LPXWD
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $-680.1M |
| 自由现金流率自由现金流/营收 | -1.4% | -200.0% |
| 资本支出强度资本支出/营收 | 13.3% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流LPXWD
| Q4 25 | $67.0M | $-664.3M | ||
| Q3 25 | $89.0M | $-948.1M | ||
| Q2 25 | $162.0M | $-238.5M | ||
| Q1 25 | $64.0M | $-281.1M | ||
| Q4 24 | $105.0M | $129.4M | ||
| Q3 24 | $183.0M | $-202.0M | ||
| Q2 24 | $212.0M | $-237.8M | ||
| Q1 24 | $105.0M | $38.4M |
自由现金流LPXWD
| Q4 25 | $-8.0M | $-680.1M | ||
| Q3 25 | $5.0M | $-950.4M | ||
| Q2 25 | $94.0M | $-241.0M | ||
| Q1 25 | $0 | $-284.7M | ||
| Q4 24 | $43.0M | $116.4M | ||
| Q3 24 | $139.0M | $-204.0M | ||
| Q2 24 | $176.0M | $-241.7M | ||
| Q1 24 | $64.0M | $35.2M |
自由现金流率LPXWD
| Q4 25 | -1.4% | -200.0% | ||
| Q3 25 | 0.8% | -281.5% | ||
| Q2 25 | 12.5% | -75.5% | ||
| Q1 25 | 0.0% | -120.0% | ||
| Q4 24 | 6.3% | 34.1% | ||
| Q3 24 | 19.3% | -69.8% | ||
| Q2 24 | 21.6% | -89.3% | ||
| Q1 24 | 8.8% | 15.4% |
资本支出强度LPXWD
| Q4 25 | 13.3% | 4.6% | ||
| Q3 25 | 12.7% | 0.7% | ||
| Q2 25 | 9.0% | 0.8% | ||
| Q1 25 | 8.8% | 1.5% | ||
| Q4 24 | 9.1% | 3.8% | ||
| Q3 24 | 6.1% | 0.7% | ||
| Q2 24 | 4.4% | 1.4% | ||
| Q1 24 | 5.7% | 1.4% |
现金转化率LPXWD
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | -28.34× | ||
| Q2 25 | 3.00× | -7.02× | ||
| Q1 25 | 0.70× | -102.07× | ||
| Q4 24 | 1.69× | 2.89× | ||
| Q3 24 | 2.03× | -7.01× | ||
| Q2 24 | 1.32× | -10.49× | ||
| Q1 24 | 0.97× | 3.24× |
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% |
WD
暂无分部数据
