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LOUISIANA-PACIFIC CORP（LPX）与WillScot Holdings Corp（WSC）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WillScot Holdings Corp的1.0倍（$566.0M vs $566.0M），LOUISIANA-PACIFIC CORP净利率更高（-1.4% vs -33.1%，领先31.7%），WillScot Holdings Corp同比增速更快（-6.1% vs -16.9%），WillScot Holdings Corp自由现金流更多（$149.7M vs $-8.0M），过去两年WillScot Holdings Corp的营收复合增速更高（-1.8% 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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
LPX vs WSC — 直观对比
营收规模更大
LPX
是对方的1.0倍
$566.0M
营收增速更快
WSC
高出10.8%
-16.9%
净利率更高
LPX
高出31.7%
-33.1%
自由现金流更多
WSC
多$157.7M
$-8.0M
两年增速更快
WSC
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $566.0M |
| 净利润 | $-8.0M | $-187.3M |
| 毛利率 | 15.0% | 50.4% |
| 营业利润率 | -1.6% | -32.5% |
| 净利率 | -1.4% | -33.1% |
| 营收同比 | -16.9% | -6.1% |
| 净利润同比 | -112.9% | -310.0% |
| 每股收益（稀释后） | $-0.12 | $-1.02 |
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LPXWSC
| Q4 25 | $566.0M | $566.0M | ||
| Q3 25 | $663.0M | $566.8M | ||
| Q2 25 | $755.0M | $589.1M | ||
| Q1 25 | $724.0M | $559.6M | ||
| Q4 24 | $681.0M | $602.5M | ||
| Q3 24 | $722.0M | $601.4M | ||
| Q2 24 | $814.0M | $604.6M | ||
| Q1 24 | $724.0M | $587.2M |
净利润LPXWSC
| Q4 25 | $-8.0M | $-187.3M | ||
| Q3 25 | $9.0M | $43.3M | ||
| Q2 25 | $54.0M | $47.9M | ||
| Q1 25 | $91.0M | $43.1M | ||
| Q4 24 | $62.0M | $89.2M | ||
| Q3 24 | $90.0M | $-70.5M | ||
| Q2 24 | $160.0M | $-46.9M | ||
| Q1 24 | $108.0M | $56.2M |
毛利率LPXWSC
| Q4 25 | 15.0% | 50.4% | ||
| Q3 25 | 19.5% | 49.7% | ||
| Q2 25 | 23.6% | 50.3% | ||
| Q1 25 | 27.2% | 53.7% | ||
| Q4 24 | 23.8% | 55.8% | ||
| Q3 24 | 26.7% | 53.5% | ||
| Q2 24 | 32.3% | 54.1% | ||
| Q1 24 | 29.6% | 54.0% |
营业利润率LPXWSC
| Q4 25 | -1.6% | -32.5% | ||
| Q3 25 | 2.7% | 21.0% | ||
| Q2 25 | 10.6% | 21.5% | ||
| Q1 25 | 16.6% | 21.3% | ||
| Q4 24 | 11.0% | 28.9% | ||
| Q3 24 | 16.1% | -5.9% | ||
| Q2 24 | 23.8% | -0.9% | ||
| Q1 24 | 20.0% | 22.1% |
净利率LPXWSC
| Q4 25 | -1.4% | -33.1% | ||
| Q3 25 | 1.4% | 7.6% | ||
| Q2 25 | 7.2% | 8.1% | ||
| Q1 25 | 12.6% | 7.7% | ||
| Q4 24 | 9.1% | 14.8% | ||
| Q3 24 | 12.5% | -11.7% | ||
| Q2 24 | 19.7% | -7.7% | ||
| Q1 24 | 14.9% | 9.6% |
每股收益（稀释后）LPXWSC
| Q4 25 | $-0.12 | $-1.02 | ||
| Q3 25 | $0.13 | $0.24 | ||
| Q2 25 | $0.77 | $0.26 | ||
| Q1 25 | $1.30 | $0.23 | ||
| Q4 24 | $0.90 | $0.48 | ||
| Q3 24 | $1.28 | $-0.37 | ||
| Q2 24 | $2.23 | $-0.25 | ||
| Q1 24 | $1.48 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | $348.0M | $3.6B |
| 股东权益账面价值 | $1.7B | $856.3M |
| 总资产 | $2.6B | $5.8B |
| 负债/权益比越低杠杆越低 | 0.20× | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资LPXWSC
| Q4 25 | $292.0M | $14.6M | ||
| Q3 25 | $316.0M | $14.8M | ||
| Q2 25 | $333.0M | $12.8M | ||
| Q1 25 | $256.0M | $10.7M | ||
| Q4 24 | $340.0M | $9.0M | ||
| Q3 24 | $346.0M | $11.0M | ||
| Q2 24 | $317.0M | $5.9M | ||
| Q1 24 | $244.0M | $13.1M |
总债务LPXWSC
| Q4 25 | $348.0M | $3.6B | ||
| Q3 25 | $348.0M | $3.6B | ||
| Q2 25 | $348.0M | $3.7B | ||
| Q1 25 | $348.0M | $3.6B | ||
| Q4 24 | $348.0M | $3.7B | ||
| Q3 24 | $347.0M | $3.6B | ||
| Q2 24 | $347.0M | $3.5B | ||
| Q1 24 | $347.0M | $3.5B |
股东权益LPXWSC
| Q4 25 | $1.7B | $856.3M | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.7B | $1.0B | ||
| Q1 25 | $1.7B | $1.0B | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.6B | $1.3B |
总资产LPXWSC
| Q4 25 | $2.6B | $5.8B | ||
| Q3 25 | $2.6B | $6.1B | ||
| Q2 25 | $2.7B | $6.1B | ||
| Q1 25 | $2.6B | $6.0B | ||
| Q4 24 | $2.6B | $6.0B | ||
| Q3 24 | $2.6B | $6.0B | ||
| Q2 24 | $2.5B | $6.0B | ||
| Q1 24 | $2.5B | $6.2B |
负债/权益比LPXWSC
| Q4 25 | 0.20× | 4.15× | ||
| Q3 25 | 0.20× | 3.39× | ||
| Q2 25 | 0.20× | 3.55× | ||
| Q1 25 | 0.21× | 3.56× | ||
| Q4 24 | 0.21× | 3.62× | ||
| Q3 24 | 0.21× | 3.42× | ||
| Q2 24 | 0.21× | 2.88× | ||
| Q1 24 | 0.21× | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $149.7M |
| 自由现金流率自由现金流/营收 | -1.4% | 26.5% |
| 资本支出强度资本支出/营收 | 13.3% | 1.6% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流LPXWSC
| Q4 25 | $67.0M | $158.9M | ||
| Q3 25 | $89.0M | $191.2M | ||
| Q2 25 | $162.0M | $205.3M | ||
| Q1 25 | $64.0M | $206.6M | ||
| Q4 24 | $105.0M | $178.9M | ||
| Q3 24 | $183.0M | $-1.6M | ||
| Q2 24 | $212.0M | $175.6M | ||
| Q1 24 | $105.0M | $208.7M |
自由现金流LPXWSC
| Q4 25 | $-8.0M | $149.7M | ||
| Q3 25 | $5.0M | $186.9M | ||
| Q2 25 | $94.0M | $199.0M | ||
| Q1 25 | $0 | $202.0M | ||
| Q4 24 | $43.0M | $176.6M | ||
| Q3 24 | $139.0M | $-4.9M | ||
| Q2 24 | $176.0M | $169.4M | ||
| Q1 24 | $64.0M | $202.1M |
自由现金流率LPXWSC
| Q4 25 | -1.4% | 26.5% | ||
| Q3 25 | 0.8% | 33.0% | ||
| Q2 25 | 12.5% | 33.8% | ||
| Q1 25 | 0.0% | 36.1% | ||
| Q4 24 | 6.3% | 29.3% | ||
| Q3 24 | 19.3% | -0.8% | ||
| Q2 24 | 21.6% | 28.0% | ||
| Q1 24 | 8.8% | 34.4% |
资本支出强度LPXWSC
| Q4 25 | 13.3% | 1.6% | ||
| Q3 25 | 12.7% | 0.7% | ||
| Q2 25 | 9.0% | 1.1% | ||
| Q1 25 | 8.8% | 0.8% | ||
| Q4 24 | 9.1% | 0.4% | ||
| Q3 24 | 6.1% | 0.6% | ||
| Q2 24 | 4.4% | 1.0% | ||
| Q1 24 | 5.7% | 1.1% |
现金转化率LPXWSC
| Q4 25 | — | — | ||
| Q3 25 | 9.89× | 4.41× | ||
| Q2 25 | 3.00× | 4.28× | ||
| Q1 25 | 0.70× | 4.80× | ||
| Q4 24 | 1.69× | 2.01× | ||
| Q3 24 | 2.03× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 0.97× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
