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LOUISIANA-PACIFIC CORP（LPX）与West Pharmaceutical Services（WST）财务数据对比。点击上方公司名可切换其他公司
West Pharmaceutical Services的季度营收约是LOUISIANA-PACIFIC CORP的1.4倍（$805.0M vs $566.0M），West Pharmaceutical Services净利率更高（16.4% vs -1.4%，领先17.8%），West Pharmaceutical Services同比增速更快（7.5% vs -16.9%），West Pharmaceutical Services自由现金流更多（$175.0M vs $-8.0M），过去两年West Pharmaceutical Services的营收复合增速更高（7.6% 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。
美国West Pharmaceutical Services是注射用药品包装及给药系统的设计和制造商，1923年成立，总部位于宾夕法尼亚州埃克斯顿。成立初期主营注射类药物包装用橡胶组件，曾为青霉素和胰岛素生产商提供符合无菌要求的配套产品。
LPX vs WST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $805.0M |
| 净利润 | $-8.0M | $132.1M |
| 毛利率 | 15.0% | 37.8% |
| 营业利润率 | -1.6% | 19.5% |
| 净利率 | -1.4% | 16.4% |
| 营收同比 | -16.9% | 7.5% |
| 净利润同比 | -112.9% | 1.5% |
| 每股收益（稀释后） | $-0.12 | $1.82 |
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
| Q4 25 | $566.0M | $805.0M | ||
| Q3 25 | $663.0M | $804.6M | ||
| Q2 25 | $755.0M | $766.5M | ||
| Q1 25 | $724.0M | $698.0M | ||
| Q4 24 | $681.0M | $748.8M | ||
| Q3 24 | $722.0M | $746.9M | ||
| Q2 24 | $814.0M | $702.1M | ||
| Q1 24 | $724.0M | $695.4M |
| Q4 25 | $-8.0M | $132.1M | ||
| Q3 25 | $9.0M | $140.0M | ||
| Q2 25 | $54.0M | $131.8M | ||
| Q1 25 | $91.0M | $89.8M | ||
| Q4 24 | $62.0M | $130.1M | ||
| Q3 24 | $90.0M | $136.0M | ||
| Q2 24 | $160.0M | $111.3M | ||
| Q1 24 | $108.0M | $115.3M |
| Q4 25 | 15.0% | 37.8% | ||
| Q3 25 | 19.5% | 36.6% | ||
| Q2 25 | 23.6% | 35.7% | ||
| Q1 25 | 27.2% | 33.2% | ||
| Q4 24 | 23.8% | 36.5% | ||
| Q3 24 | 26.7% | 35.4% | ||
| Q2 24 | 32.3% | 32.8% | ||
| Q1 24 | 29.6% | 33.1% |
| Q4 25 | -1.6% | 19.5% | ||
| Q3 25 | 2.7% | 20.8% | ||
| Q2 25 | 10.6% | 20.1% | ||
| Q1 25 | 16.6% | 15.3% | ||
| Q4 24 | 11.0% | 21.3% | ||
| Q3 24 | 16.1% | 21.6% | ||
| Q2 24 | 23.8% | 18.0% | ||
| Q1 24 | 20.0% | 17.7% |
| Q4 25 | -1.4% | 16.4% | ||
| Q3 25 | 1.4% | 17.4% | ||
| Q2 25 | 7.2% | 17.2% | ||
| Q1 25 | 12.6% | 12.9% | ||
| Q4 24 | 9.1% | 17.4% | ||
| Q3 24 | 12.5% | 18.2% | ||
| Q2 24 | 19.7% | 15.9% | ||
| Q1 24 | 14.9% | 16.6% |
| Q4 25 | $-0.12 | $1.82 | ||
| Q3 25 | $0.13 | $1.92 | ||
| Q2 25 | $0.77 | $1.82 | ||
| Q1 25 | $1.30 | $1.23 | ||
| Q4 24 | $0.90 | $1.78 | ||
| Q3 24 | $1.28 | $1.85 | ||
| Q2 24 | $2.23 | $1.51 | ||
| Q1 24 | $1.48 | $1.55 |
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 | $791.3M |
| 总债务越低越好 | $348.0M | $202.8M |
| 股东权益账面价值 | $1.7B | $3.2B |
| 总资产 | $2.6B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.06× |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $791.3M | ||
| Q3 25 | $316.0M | $628.5M | ||
| Q2 25 | $333.0M | $509.7M | ||
| Q1 25 | $256.0M | $404.2M | ||
| Q4 24 | $340.0M | $484.6M | ||
| Q3 24 | $346.0M | $490.9M | ||
| Q2 24 | $317.0M | $446.2M | ||
| Q1 24 | $244.0M | $601.8M |
| Q4 25 | $348.0M | $202.8M | ||
| Q3 25 | $348.0M | $202.7M | ||
| Q2 25 | $348.0M | $202.6M | ||
| Q1 25 | $348.0M | $202.6M | ||
| Q4 24 | $348.0M | $202.6M | ||
| Q3 24 | $347.0M | $202.6M | ||
| Q2 24 | $347.0M | $205.8M | ||
| Q1 24 | $347.0M | $206.2M |
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | $1.7B | $3.1B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.7B | $2.7B | ||
| Q4 24 | $1.7B | $2.7B | ||
| Q3 24 | $1.7B | $2.8B | ||
| Q2 24 | $1.7B | $2.6B | ||
| Q1 24 | $1.6B | $2.7B |
| Q4 25 | $2.6B | $4.3B | ||
| Q3 25 | $2.6B | $4.1B | ||
| Q2 25 | $2.7B | $4.0B | ||
| Q1 25 | $2.6B | $3.6B | ||
| Q4 24 | $2.6B | $3.6B | ||
| Q3 24 | $2.6B | $3.7B | ||
| Q2 24 | $2.5B | $3.5B | ||
| Q1 24 | $2.5B | $3.6B |
| Q4 25 | 0.20× | 0.06× | ||
| Q3 25 | 0.20× | 0.07× | ||
| Q2 25 | 0.20× | 0.07× | ||
| Q1 25 | 0.21× | 0.08× | ||
| Q4 24 | 0.21× | 0.08× | ||
| Q3 24 | 0.21× | 0.07× | ||
| Q2 24 | 0.21× | 0.08× | ||
| Q1 24 | 0.21× | 0.08× |
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 | $251.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $175.0M |
| 自由现金流率自由现金流/营收 | -1.4% | 21.7% |
| 资本支出强度资本支出/营收 | 13.3% | 9.5% |
| 现金转化率经营现金流/净利润 | — | 1.90× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $468.9M |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $251.1M | ||
| Q3 25 | $89.0M | $197.2M | ||
| Q2 25 | $162.0M | $177.1M | ||
| Q1 25 | $64.0M | $129.4M | ||
| Q4 24 | $105.0M | $190.1M | ||
| Q3 24 | $183.0M | $180.1M | ||
| Q2 24 | $212.0M | $165.0M | ||
| Q1 24 | $105.0M | $118.2M |
| Q4 25 | $-8.0M | $175.0M | ||
| Q3 25 | $5.0M | $133.9M | ||
| Q2 25 | $94.0M | $101.9M | ||
| Q1 25 | $0 | $58.1M | ||
| Q4 24 | $43.0M | $85.2M | ||
| Q3 24 | $139.0M | $98.8M | ||
| Q2 24 | $176.0M | $64.8M | ||
| Q1 24 | $64.0M | $27.6M |
| Q4 25 | -1.4% | 21.7% | ||
| Q3 25 | 0.8% | 16.6% | ||
| Q2 25 | 12.5% | 13.3% | ||
| Q1 25 | 0.0% | 8.3% | ||
| Q4 24 | 6.3% | 11.4% | ||
| Q3 24 | 19.3% | 13.2% | ||
| Q2 24 | 21.6% | 9.2% | ||
| Q1 24 | 8.8% | 4.0% |
| Q4 25 | 13.3% | 9.5% | ||
| Q3 25 | 12.7% | 7.9% | ||
| Q2 25 | 9.0% | 9.8% | ||
| Q1 25 | 8.8% | 10.2% | ||
| Q4 24 | 9.1% | 14.0% | ||
| Q3 24 | 6.1% | 10.9% | ||
| Q2 24 | 4.4% | 14.3% | ||
| Q1 24 | 5.7% | 13.0% |
| Q4 25 | — | 1.90× | ||
| Q3 25 | 9.89× | 1.41× | ||
| Q2 25 | 3.00× | 1.34× | ||
| Q1 25 | 0.70× | 1.44× | ||
| Q4 24 | 1.69× | 1.46× | ||
| Q3 24 | 2.03× | 1.32× | ||
| Q2 24 | 1.32× | 1.48× | ||
| Q1 24 | 0.97× | 1.03× |
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% |
WST
| Proprietary Products | $661.8M | 82% |
| Contract Manufactured Products | $143.2M | 18% |
| Affiliated Entity | $3.3M | 0% |
