vs
乐至宝（LZB）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
乐至宝的季度营收约是Simpson Manufacturing Co., Inc.的1.0倍（$541.6M vs $539.3M），Simpson Manufacturing Co., Inc.净利率更高（10.4% vs 4.0%，领先6.4%），Simpson Manufacturing Co., Inc.同比增速更快（4.2% vs 3.8%），Simpson Manufacturing Co., Inc.自由现金流更多（$119.0M vs $71.6M），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（0.8% vs -1.1%）
La-Z-Boy是总部位于美国密歇根州门罗的家具制造企业，主打居家家具产品，涵盖软垫 recliner、沙发、固定座椅、升降椅、沙发床等品类，全球员工规模超过11000人，是休闲家居领域的知名品牌。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
LZB vs SSD — 直观对比
营收规模更大
LZB
是对方的1.0倍
$539.3M
营收增速更快
SSD
高出0.4%
3.8%
净利率更高
SSD
高出6.4%
4.0%
自由现金流更多
SSD
多$47.4M
$71.6M
两年增速更快
SSD
近两年复合增速
-1.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $541.6M | $539.3M |
| 净利润 | $21.6M | $56.2M |
| 毛利率 | 43.1% | 43.4% |
| 营业利润率 | 5.5% | 13.9% |
| 净利率 | 4.0% | 10.4% |
| 营收同比 | 3.8% | 4.2% |
| 净利润同比 | -23.8% | 1.4% |
| 每股收益（稀释后） | $0.52 | $1.34 |
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LZBSSD
| Q1 26 | $541.6M | — | ||
| Q4 25 | $522.5M | $539.3M | ||
| Q3 25 | $492.2M | $623.5M | ||
| Q2 25 | $570.9M | $631.1M | ||
| Q1 25 | $521.8M | $538.9M | ||
| Q4 24 | $521.0M | $517.4M | ||
| Q3 24 | $495.5M | $587.2M | ||
| Q2 24 | $553.5M | $597.0M |
净利润LZBSSD
| Q1 26 | $21.6M | — | ||
| Q4 25 | $28.9M | $56.2M | ||
| Q3 25 | $18.2M | $107.4M | ||
| Q2 25 | $14.9M | $103.5M | ||
| Q1 25 | $28.4M | $77.9M | ||
| Q4 24 | $30.0M | $55.4M | ||
| Q3 24 | $26.2M | $93.5M | ||
| Q2 24 | $39.3M | $97.8M |
毛利率LZBSSD
| Q1 26 | 43.1% | — | ||
| Q4 25 | 44.2% | 43.4% | ||
| Q3 25 | 42.5% | 46.4% | ||
| Q2 25 | 44.0% | 46.7% | ||
| Q1 25 | 44.3% | 46.8% | ||
| Q4 24 | 44.3% | 44.0% | ||
| Q3 24 | 43.1% | 46.8% | ||
| Q2 24 | 43.4% | 46.7% |
营业利润率LZBSSD
| Q1 26 | 5.5% | — | ||
| Q4 25 | 6.9% | 13.9% | ||
| Q3 25 | 4.5% | 22.6% | ||
| Q2 25 | 5.2% | 22.2% | ||
| Q1 25 | 6.7% | 19.0% | ||
| Q4 24 | 7.4% | 14.8% | ||
| Q3 24 | 6.5% | 21.3% | ||
| Q2 24 | 9.1% | 22.1% |
净利率LZBSSD
| Q1 26 | 4.0% | — | ||
| Q4 25 | 5.5% | 10.4% | ||
| Q3 25 | 3.7% | 17.2% | ||
| Q2 25 | 2.6% | 16.4% | ||
| Q1 25 | 5.4% | 14.5% | ||
| Q4 24 | 5.8% | 10.7% | ||
| Q3 24 | 5.3% | 15.9% | ||
| Q2 24 | 7.1% | 16.4% |
每股收益（稀释后）LZBSSD
| Q1 26 | $0.52 | — | ||
| Q4 25 | $0.70 | $1.34 | ||
| Q3 25 | $0.44 | $2.58 | ||
| Q2 25 | $0.35 | $2.47 | ||
| Q1 25 | $0.68 | $1.85 | ||
| Q4 24 | $0.71 | $1.31 | ||
| Q3 24 | $0.61 | $2.21 | ||
| Q2 24 | $0.91 | $2.31 |
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 | $306.1M | $384.1M |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $1.0B | $2.0B |
| 总资产 | $2.1B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资LZBSSD
| Q1 26 | $306.1M | — | ||
| Q4 25 | $338.5M | $384.1M | ||
| Q3 25 | $318.5M | $297.3M | ||
| Q2 25 | $328.4M | $190.4M | ||
| Q1 25 | $314.6M | $150.3M | ||
| Q4 24 | $303.1M | $239.4M | ||
| Q3 24 | $342.3M | $339.4M | ||
| Q2 24 | $341.1M | $354.9M |
总债务LZBSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益LZBSSD
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.0B | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $999.2M | $1.9B | ||
| Q2 24 | $1.0B | $1.8B |
总资产LZBSSD
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $3.1B | ||
| Q3 25 | $1.9B | $3.0B | ||
| Q2 25 | $1.9B | $3.0B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $1.9B | $2.7B | ||
| Q3 24 | $1.9B | $2.9B | ||
| Q2 24 | $1.9B | $2.8B |
负债/权益比LZBSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | $89.4M | $155.7M |
| 自由现金流经营现金流 - 资本支出 | $71.6M | $119.0M |
| 自由现金流率自由现金流/营收 | 13.2% | 22.1% |
| 资本支出强度资本支出/营收 | 3.3% | 6.8% |
| 现金转化率经营现金流/净利润 | 4.13× | 2.77× |
| 过去12个月自由现金流最近4个季度 | $158.2M | $297.6M |
8季度趋势，按日历期对齐
经营现金流LZBSSD
| Q1 26 | $89.4M | — | ||
| Q4 25 | $50.0M | $155.7M | ||
| Q3 25 | $36.3M | $170.2M | ||
| Q2 25 | $62.0M | $125.2M | ||
| Q1 25 | $57.0M | $7.6M | ||
| Q4 24 | $15.9M | $115.8M | ||
| Q3 24 | $52.3M | $103.3M | ||
| Q2 24 | $52.8M | $111.1M |
自由现金流LZBSSD
| Q1 26 | $71.6M | — | ||
| Q4 25 | $29.6M | $119.0M | ||
| Q3 25 | $17.8M | $133.9M | ||
| Q2 25 | $39.3M | $87.3M | ||
| Q1 25 | $38.2M | $-42.6M | ||
| Q4 24 | $-1.2M | $60.3M | ||
| Q3 24 | $36.7M | $58.1M | ||
| Q2 24 | $37.3M | $70.9M |
自由现金流率LZBSSD
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | 22.1% | ||
| Q3 25 | 3.6% | 21.5% | ||
| Q2 25 | 6.9% | 13.8% | ||
| Q1 25 | 7.3% | -7.9% | ||
| Q4 24 | -0.2% | 11.7% | ||
| Q3 24 | 7.4% | 9.9% | ||
| Q2 24 | 6.7% | 11.9% |
资本支出强度LZBSSD
| Q1 26 | 3.3% | — | ||
| Q4 25 | 3.9% | 6.8% | ||
| Q3 25 | 3.8% | 5.8% | ||
| Q2 25 | 4.0% | 6.0% | ||
| Q1 25 | 3.6% | 9.3% | ||
| Q4 24 | 3.3% | 10.7% | ||
| Q3 24 | 3.2% | 7.7% | ||
| Q2 24 | 2.8% | 6.7% |
现金转化率LZBSSD
| Q1 26 | 4.13× | — | ||
| Q4 25 | 1.73× | 2.77× | ||
| Q3 25 | 1.99× | 1.58× | ||
| Q2 25 | 4.15× | 1.21× | ||
| Q1 25 | 2.01× | 0.10× | ||
| Q4 24 | 0.53× | 2.09× | ||
| Q3 24 | 2.00× | 1.10× | ||
| Q2 24 | 1.34× | 1.14× |
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
LZB
| Stationary Upholstery Furniture | $286.2M | 53% |
| Retail Segment | $251.9M | 47% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
