vs
AMERICAN WOODMARK CORP(AMWD)とPHIBRO ANIMAL HEALTH CORP(PAHC)の財務データ比較。上の社名をクリックして会社を切り替えられます
AMERICAN WOODMARK CORPの直近四半期売上が大きい($394.6M vs $373.9M、PHIBRO ANIMAL HEALTH CORPの約1.1倍)。PHIBRO ANIMAL HEALTH CORPの純利益率が高く(7.3% vs 1.5%、差は5.8%)。PHIBRO ANIMAL HEALTH CORPの前年同期比売上増加率が高い(20.9% vs -12.8%)。PHIBRO ANIMAL HEALTH CORPの直近四半期フリーキャッシュフローが多い($8.3M vs $638.0K)。過去8四半期でPHIBRO ANIMAL HEALTH CORPの売上複合成長率が高い(19.2% vs -3.3%)
アメリカン・ウッドマーク社はキッチン・バスルーム用キャビネットの製造メーカーで、本社はバージニア州ウィンチェスターに置かれています。同社は全米各地に複数の生産拠点とサービスセンターを展開しており、生産拠点はアリゾナ、ジョージアなど8州に分布し、サービスセンターは全米各地に設置されています。
ファイブローアニマルヘルスコーポレーションは米国の動物健康・ミネラル栄養企業で、抗菌剤、抗コクシジウム剤、駆虫薬のほか、家畜用栄養補給剤、ワクチンなどを製品ラインナップに持っています。ミネラル栄養、機能材料、動物健康の3事業セグメントを中心に収益を上げ、米国、中南米、カナダ、欧州、中東、アフリカ、アジア太平洋地域で事業を展開しています。
AMWD vs PAHC — 直接比較
損益計算書 — Q2 FY2026 vs Q2 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $394.6M | $373.9M |
| 純利益 | $6.1M | $27.5M |
| 粗利率 | 15.2% | 35.5% |
| 営業利益率 | 3.1% | 13.5% |
| 純利益率 | 1.5% | 7.3% |
| 売上前年比 | -12.8% | 20.9% |
| 純利益前年比 | -78.0% | 762.1% |
| EPS(希薄化後) | $0.42 | $0.67 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $394.6M | $373.9M | ||
| Q3 25 | $403.0M | $363.9M | ||
| Q2 25 | $400.4M | $378.7M | ||
| Q1 25 | $397.6M | $347.8M | ||
| Q4 24 | $452.5M | $309.3M | ||
| Q3 24 | $459.1M | $260.4M | ||
| Q2 24 | $453.3M | $273.2M | ||
| Q1 24 | $422.1M | $263.2M |
| Q4 25 | $6.1M | $27.5M | ||
| Q3 25 | $14.6M | $26.5M | ||
| Q2 25 | $25.6M | $17.2M | ||
| Q1 25 | $16.6M | $20.9M | ||
| Q4 24 | $27.7M | $3.2M | ||
| Q3 24 | $29.6M | $7.0M | ||
| Q2 24 | $26.8M | $752.0K | ||
| Q1 24 | $21.2M | $8.4M |
| Q4 25 | 15.2% | 35.5% | ||
| Q3 25 | 16.7% | 32.9% | ||
| Q2 25 | 17.0% | 29.0% | ||
| Q1 25 | 15.0% | 30.1% | ||
| Q4 24 | 18.9% | 32.9% | ||
| Q3 24 | 20.2% | 32.1% | ||
| Q2 24 | 18.6% | 31.9% | ||
| Q1 24 | 19.2% | 30.2% |
| Q4 25 | 3.1% | 13.5% | ||
| Q3 25 | 5.0% | 14.1% | ||
| Q2 25 | 7.4% | 8.9% | ||
| Q1 25 | 5.3% | 9.6% | ||
| Q4 24 | 9.4% | 8.3% | ||
| Q3 24 | 10.2% | 6.8% | ||
| Q2 24 | 8.4% | 6.7% | ||
| Q1 24 | 6.6% | 7.6% |
| Q4 25 | 1.5% | 7.3% | ||
| Q3 25 | 3.6% | 7.3% | ||
| Q2 25 | 6.4% | 4.5% | ||
| Q1 25 | 4.2% | 6.0% | ||
| Q4 24 | 6.1% | 1.0% | ||
| Q3 24 | 6.5% | 2.7% | ||
| Q2 24 | 5.9% | 0.3% | ||
| Q1 24 | 5.0% | 3.2% |
| Q4 25 | $0.42 | $0.67 | ||
| Q3 25 | $1.00 | $0.65 | ||
| Q2 25 | $1.73 | $0.43 | ||
| Q1 25 | $1.09 | $0.51 | ||
| Q4 24 | $1.79 | $0.08 | ||
| Q3 24 | $1.89 | $0.17 | ||
| Q2 24 | $1.70 | $0.02 | ||
| Q1 24 | $1.32 | $0.21 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $52.1M | $74.5M |
| 総負債低いほど良い | $363.3M | $624.2M |
| 株主資本純資産 | $928.2M | $332.4M |
| 総資産 | $1.6B | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | 1.88× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $52.1M | $74.5M | ||
| Q3 25 | $54.9M | $85.3M | ||
| Q2 25 | $48.2M | $77.0M | ||
| Q1 25 | $43.5M | $70.4M | ||
| Q4 24 | $56.7M | $67.1M | ||
| Q3 24 | $89.3M | $89.8M | ||
| Q2 24 | $87.4M | $114.6M | ||
| Q1 24 | $97.8M | $98.7M |
| Q4 25 | $363.3M | $624.2M | ||
| Q3 25 | $364.8M | $628.0M | ||
| Q2 25 | $365.8M | $631.7M | ||
| Q1 25 | $367.3M | $635.4M | ||
| Q4 24 | $368.0M | $639.1M | ||
| Q3 24 | $372.2M | $295.2M | ||
| Q2 24 | $371.8M | $312.1M | ||
| Q1 24 | $371.3M | — |
| Q4 25 | $928.2M | $332.4M | ||
| Q3 25 | $920.3M | $311.7M | ||
| Q2 25 | $916.0M | $285.7M | ||
| Q1 25 | $919.6M | $266.0M | ||
| Q4 24 | $915.1M | $246.8M | ||
| Q3 24 | $913.8M | $258.5M | ||
| Q2 24 | $910.4M | $256.6M | ||
| Q1 24 | $896.9M | $270.1M |
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $966.3M | ||
| Q2 24 | $1.6B | $982.2M | ||
| Q1 24 | $1.6B | $979.0M |
| Q4 25 | 0.39× | 1.88× | ||
| Q3 25 | 0.40× | 2.01× | ||
| Q2 25 | 0.40× | 2.21× | ||
| Q1 25 | 0.40× | 2.39× | ||
| Q4 24 | 0.40× | 2.59× | ||
| Q3 24 | 0.41× | 1.14× | ||
| Q2 24 | 0.41× | 1.22× | ||
| Q1 24 | 0.41× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $11.2M | $19.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $638.0K | $8.3M |
| FCFマージンFCF / 売上 | 0.2% | 2.2% |
| 設備投資強度設備投資 / 売上 | 2.7% | 3.0% |
| キャッシュ転換率営業CF / 純利益 | 1.83× | 0.70× |
| 直近12ヶ月FCF直近4四半期 | $64.0M | $47.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $11.2M | $19.4M | ||
| Q3 25 | $33.1M | $9.3M | ||
| Q2 25 | $44.8M | $21.3M | ||
| Q1 25 | $11.0M | $43.2M | ||
| Q4 24 | $11.9M | $3.1M | ||
| Q3 24 | $40.8M | $12.6M | ||
| Q2 24 | $43.3M | $28.4M | ||
| Q1 24 | $43.7M | $11.4M |
| Q4 25 | $638.0K | $8.3M | ||
| Q3 25 | $25.3M | $-4.5M | ||
| Q2 25 | $35.8M | $8.1M | ||
| Q1 25 | $2.3M | $35.4M | ||
| Q4 24 | $1.1M | $-4.7M | ||
| Q3 24 | $29.5M | $3.0M | ||
| Q2 24 | $7.2M | $15.4M | ||
| Q1 24 | $22.1M | $1.7M |
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | 6.3% | -1.2% | ||
| Q2 25 | 8.9% | 2.1% | ||
| Q1 25 | 0.6% | 10.2% | ||
| Q4 24 | 0.2% | -1.5% | ||
| Q3 24 | 6.4% | 1.2% | ||
| Q2 24 | 1.6% | 5.6% | ||
| Q1 24 | 5.2% | 0.6% |
| Q4 25 | 2.7% | 3.0% | ||
| Q3 25 | 1.9% | 3.8% | ||
| Q2 25 | 2.2% | 3.5% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.4% | 2.5% | ||
| Q3 24 | 2.5% | 3.7% | ||
| Q2 24 | 8.0% | 4.8% | ||
| Q1 24 | 5.1% | 3.7% |
| Q4 25 | 1.83× | 0.70× | ||
| Q3 25 | 2.27× | 0.35× | ||
| Q2 25 | 1.75× | 1.24× | ||
| Q1 25 | 0.66× | 2.07× | ||
| Q4 24 | 0.43× | 0.97× | ||
| Q3 24 | 1.38× | 1.81× | ||
| Q2 24 | 1.62× | 37.80× | ||
| Q1 24 | 2.06× | 1.36× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |