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LOUISIANA-PACIFIC CORP（LPX）与Westrock Coffee Co（WEST）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Westrock Coffee Co的1.7倍（$566.0M vs $339.5M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -6.6%，领先5.2%），Westrock Coffee Co同比增速更快（48.3% vs -16.9%），Westrock Coffee Co自由现金流更多（$27.8M vs $-8.0M），过去两年Westrock Coffee Co的营收复合增速更高（32.8% 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。
Westrock Coffee Co是一家全球化综合咖啡及饮品解决方案供应商，业务覆盖咖啡、茶与功能性饮品的采购、烘焙、生产及分销，为北美及全球其他区域的零售、餐饮和商业客户提供定制化产品及配套服务。
LPX vs WEST — 直观对比
营收规模更大
LPX
是对方的1.7倍
$339.5M
营收增速更快
WEST
高出65.1%
-16.9%
净利率更高
LPX
高出5.2%
-6.6%
自由现金流更多
WEST
多$35.8M
$-8.0M
两年增速更快
WEST
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $339.5M |
| 净利润 | $-8.0M | $-22.6M |
| 毛利率 | 15.0% | 11.5% |
| 营业利润率 | -1.6% | -2.6% |
| 净利率 | -1.4% | -6.6% |
| 营收同比 | -16.9% | 48.3% |
| 净利润同比 | -112.9% | 8.3% |
| 每股收益（稀释后） | $-0.12 | $-0.22 |
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LPXWEST
| Q4 25 | $566.0M | $339.5M | ||
| Q3 25 | $663.0M | $354.8M | ||
| Q2 25 | $755.0M | $280.9M | ||
| Q1 25 | $724.0M | $213.8M | ||
| Q4 24 | $681.0M | $229.0M | ||
| Q3 24 | $722.0M | $220.9M | ||
| Q2 24 | $814.0M | $208.4M | ||
| Q1 24 | $724.0M | $192.5M |
净利润LPXWEST
| Q4 25 | $-8.0M | $-22.6M | ||
| Q3 25 | $9.0M | $-19.1M | ||
| Q2 25 | $54.0M | $-21.6M | ||
| Q1 25 | $91.0M | $-27.2M | ||
| Q4 24 | $62.0M | $-24.6M | ||
| Q3 24 | $90.0M | $-14.3M | ||
| Q2 24 | $160.0M | $-17.8M | ||
| Q1 24 | $108.0M | $-23.7M |
毛利率LPXWEST
| Q4 25 | 15.0% | 11.5% | ||
| Q3 25 | 19.5% | 11.7% | ||
| Q2 25 | 23.6% | 14.7% | ||
| Q1 25 | 27.2% | 13.6% | ||
| Q4 24 | 23.8% | 16.6% | ||
| Q3 24 | 26.7% | 16.8% | ||
| Q2 24 | 32.3% | 19.9% | ||
| Q1 24 | 29.6% | 19.4% |
营业利润率LPXWEST
| Q4 25 | -1.6% | -2.6% | ||
| Q3 25 | 2.7% | -2.4% | ||
| Q2 25 | 10.6% | -5.3% | ||
| Q1 25 | 16.6% | -6.1% | ||
| Q4 24 | 11.0% | -4.3% | ||
| Q3 24 | 16.1% | -5.8% | ||
| Q2 24 | 23.8% | -7.9% | ||
| Q1 24 | 20.0% | -5.3% |
净利率LPXWEST
| Q4 25 | -1.4% | -6.6% | ||
| Q3 25 | 1.4% | -5.4% | ||
| Q2 25 | 7.2% | -7.7% | ||
| Q1 25 | 12.6% | -12.7% | ||
| Q4 24 | 9.1% | -10.7% | ||
| Q3 24 | 12.5% | -6.5% | ||
| Q2 24 | 19.7% | -8.5% | ||
| Q1 24 | 14.9% | -12.3% |
每股收益（稀释后）LPXWEST
| Q4 25 | $-0.12 | $-0.22 | ||
| Q3 25 | $0.13 | $-0.20 | ||
| Q2 25 | $0.77 | $-0.23 | ||
| Q1 25 | $1.30 | $-0.29 | ||
| Q4 24 | $0.90 | $-0.26 | ||
| Q3 24 | $1.28 | $-0.16 | ||
| Q2 24 | $2.23 | $-0.20 | ||
| Q1 24 | $1.48 | $-0.27 |
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 | $49.9M |
| 总债务越低越好 | $348.0M | $444.1M |
| 股东权益账面价值 | $1.7B | $-1.9M |
| 总资产 | $2.6B | $1.2B |
| 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LPXWEST
| Q4 25 | $292.0M | $49.9M | ||
| Q3 25 | $316.0M | $34.0M | ||
| Q2 25 | $333.0M | $44.0M | ||
| Q1 25 | $256.0M | $33.1M | ||
| Q4 24 | $340.0M | $26.2M | ||
| Q3 24 | $346.0M | $22.4M | ||
| Q2 24 | $317.0M | $24.3M | ||
| Q1 24 | $244.0M | $12.6M |
总债务LPXWEST
| Q4 25 | $348.0M | $444.1M | ||
| Q3 25 | $348.0M | — | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $348.0M | $393.1M | ||
| Q3 24 | $347.0M | — | ||
| Q2 24 | $347.0M | — | ||
| Q1 24 | $347.0M | — |
股东权益LPXWEST
| Q4 25 | $1.7B | $-1.9M | ||
| Q3 25 | $1.7B | $11.4M | ||
| Q2 25 | $1.7B | $18.2M | ||
| Q1 25 | $1.7B | $71.4M | ||
| Q4 24 | $1.7B | $97.5M | ||
| Q3 24 | $1.7B | $110.3M | ||
| Q2 24 | $1.7B | $81.5M | ||
| Q1 24 | $1.6B | $91.7M |
总资产LPXWEST
| Q4 25 | $2.6B | $1.2B | ||
| Q3 25 | $2.6B | $1.2B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.6B | $1.1B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.5B | $1.1B | ||
| Q1 24 | $2.5B | $983.3M |
负债/权益比LPXWEST
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | 4.03× | ||
| 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 | $36.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $27.8M |
| 自由现金流率自由现金流/营收 | -1.4% | 8.2% |
| 资本支出强度资本支出/营收 | 13.3% | 2.6% |
| 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 | $-107.8M |
8季度趋势，按日历期对齐
经营现金流LPXWEST
| Q4 25 | $67.0M | $36.7M | ||
| Q3 25 | $89.0M | $-26.6M | ||
| Q2 25 | $162.0M | $-7.0M | ||
| Q1 25 | $64.0M | $-22.1M | ||
| Q4 24 | $105.0M | $2.8M | ||
| Q3 24 | $183.0M | $-332.0K | ||
| Q2 24 | $212.0M | $-23.7M | ||
| Q1 24 | $105.0M | $8.0M |
自由现金流LPXWEST
| Q4 25 | $-8.0M | $27.8M | ||
| Q3 25 | $5.0M | $-44.7M | ||
| Q2 25 | $94.0M | $-27.5M | ||
| Q1 25 | $0 | $-63.4M | ||
| Q4 24 | $43.0M | $-15.4M | ||
| Q3 24 | $139.0M | $-36.7M | ||
| Q2 24 | $176.0M | $-59.9M | ||
| Q1 24 | $64.0M | $-60.9M |
自由现金流率LPXWEST
| Q4 25 | -1.4% | 8.2% | ||
| Q3 25 | 0.8% | -12.6% | ||
| Q2 25 | 12.5% | -9.8% | ||
| Q1 25 | 0.0% | -29.7% | ||
| Q4 24 | 6.3% | -6.7% | ||
| Q3 24 | 19.3% | -16.6% | ||
| Q2 24 | 21.6% | -28.7% | ||
| Q1 24 | 8.8% | -31.7% |
资本支出强度LPXWEST
| Q4 25 | 13.3% | 2.6% | ||
| Q3 25 | 12.7% | 5.1% | ||
| Q2 25 | 9.0% | 7.3% | ||
| Q1 25 | 8.8% | 19.3% | ||
| Q4 24 | 9.1% | 7.9% | ||
| Q3 24 | 6.1% | 16.5% | ||
| Q2 24 | 4.4% | 17.4% | ||
| Q1 24 | 5.7% | 35.8% |
现金转化率LPXWEST
| 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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
