vs
AMERICAN WOODMARK CORP（AMWD）とSUBURBAN PROPANE PARTNERS LP（SPH）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 $370.4M、SUBURBAN PROPANE PARTNERS LPの約1.1倍）。SUBURBAN PROPANE PARTNERS LPの純利益率が高く（12.4% vs 1.5%、差は10.8%）。SUBURBAN PROPANE PARTNERS LPの前年同期比売上増加率が高い（-0.8% vs -12.8%）。AMERICAN WOODMARK CORPの直近四半期フリーキャッシュフローが多い（$638.0K vs $-67.5M）。過去8四半期でAMERICAN WOODMARK CORPの売上複合成長率が高い（-3.3% vs -13.8%）
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。
Suburban Propane Partners LPは米国の大手エネルギー流通企業で、プロパンガス、天然ガス、暖房用油を中心に幅広いエネルギー製品を取り扱い、住宅、商業施設、工場、農業従事者向けにHVACシステムの設置・保守・修理サービスも提供しています。
AMWD vs SPH — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $394.6M | $370.4M |
| 純利益 | $6.1M | $45.8M |
| 粗利率 | 15.2% | 64.7% |
| 営業利益率 | 3.1% | 18.3% |
| 純利益率 | 1.5% | 12.4% |
| 売上前年比 | -12.8% | -0.8% |
| 純利益前年比 | -78.0% | 135.7% |
| EPS（希薄化後） | $0.42 | $0.69 |
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 | $370.4M | ||
| Q3 25 | $403.0M | $211.4M | ||
| Q2 25 | $400.4M | $260.1M | ||
| Q1 25 | $397.6M | $587.7M | ||
| Q4 24 | $452.5M | $373.3M | ||
| Q3 24 | $459.1M | $208.6M | ||
| Q2 24 | $453.3M | $254.6M | ||
| Q1 24 | $422.1M | $498.1M |
| Q4 25 | $6.1M | $45.8M | ||
| Q3 25 | $14.6M | $-35.1M | ||
| Q2 25 | $25.6M | $-14.8M | ||
| Q1 25 | $16.6M | $137.1M | ||
| Q4 24 | $27.7M | $19.4M | ||
| Q3 24 | $29.6M | $-44.6M | ||
| Q2 24 | $26.8M | $-17.2M | ||
| Q1 24 | $21.2M | $111.5M |
| Q4 25 | 15.2% | 64.7% | ||
| Q3 25 | 16.7% | 64.7% | ||
| Q2 25 | 17.0% | 61.7% | ||
| Q1 25 | 15.0% | 58.8% | ||
| Q4 24 | 18.9% | 60.6% | ||
| Q3 24 | 20.2% | 59.4% | ||
| Q2 24 | 18.6% | 62.9% | ||
| Q1 24 | 19.2% | 61.8% |
| Q4 25 | 3.1% | 18.3% | ||
| Q3 25 | 5.0% | -7.9% | ||
| Q2 25 | 7.4% | 2.1% | ||
| Q1 25 | 5.3% | 27.0% | ||
| Q4 24 | 9.4% | 15.8% | ||
| Q3 24 | 10.2% | -10.8% | ||
| Q2 24 | 8.4% | 3.2% | ||
| Q1 24 | 6.6% | 27.5% |
| Q4 25 | 1.5% | 12.4% | ||
| Q3 25 | 3.6% | -16.6% | ||
| Q2 25 | 6.4% | -5.7% | ||
| Q1 25 | 4.2% | 23.3% | ||
| Q4 24 | 6.1% | 5.2% | ||
| Q3 24 | 6.5% | -21.4% | ||
| Q2 24 | 5.9% | -6.8% | ||
| Q1 24 | 5.0% | 22.4% |
| Q4 25 | $0.42 | $0.69 | ||
| Q3 25 | $1.00 | $-0.55 | ||
| Q2 25 | $1.73 | $-0.23 | ||
| Q1 25 | $1.09 | $2.10 | ||
| Q4 24 | $1.79 | $0.30 | ||
| Q3 24 | $1.89 | $-0.69 | ||
| Q2 24 | $1.70 | $-0.27 | ||
| Q1 24 | $1.32 | $1.72 |
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 | $1.3M |
| 総負債低いほど良い | $363.3M | $1.3B |
| 株主資本純資産 | $928.2M | — |
| 総資産 | $1.6B | $2.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $52.1M | $1.3M | ||
| Q3 25 | $54.9M | $405.0K | ||
| Q2 25 | $48.2M | $1.3M | ||
| Q1 25 | $43.5M | $3.9M | ||
| Q4 24 | $56.7M | $4.4M | ||
| Q3 24 | $89.3M | $3.2M | ||
| Q2 24 | $87.4M | $4.9M | ||
| Q1 24 | $97.8M | $4.4M |
| Q4 25 | $363.3M | $1.3B | ||
| Q3 25 | $364.8M | $1.2B | ||
| Q2 25 | $365.8M | $1.2B | ||
| Q1 25 | $367.3M | $1.3B | ||
| Q4 24 | $368.0M | $1.3B | ||
| Q3 24 | $372.2M | $1.2B | ||
| Q2 24 | $371.8M | $1.2B | ||
| Q1 24 | $371.3M | $1.2B |
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | — | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | — | ||
| Q2 24 | $910.4M | — | ||
| Q1 24 | $896.9M | — |
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.6B | $2.3B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.6B | $2.3B | ||
| Q2 24 | $1.6B | $2.3B | ||
| Q1 24 | $1.6B | $2.3B |
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.41× | — | ||
| 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 | $-47.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $638.0K | $-67.5M |
| FCFマージンFCF / 売上 | 0.2% | -18.2% |
| 設備投資強度設備投資 / 売上 | 2.7% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.83× | -1.04× |
| 直近12ヶ月FCF直近4四半期 | $64.0M | $61.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $11.2M | $-47.7M | ||
| Q3 25 | $33.1M | $41.8M | ||
| Q2 25 | $44.8M | $95.5M | ||
| Q1 25 | $11.0M | $40.1M | ||
| Q4 24 | $11.9M | $8.8M | ||
| Q3 24 | $40.8M | $36.8M | ||
| Q2 24 | $43.3M | $61.4M | ||
| Q1 24 | $43.7M | $75.1M |
| Q4 25 | $638.0K | $-67.5M | ||
| Q3 25 | $25.3M | $27.7M | ||
| Q2 25 | $35.8M | $80.9M | ||
| Q1 25 | $2.3M | $20.8M | ||
| Q4 24 | $1.1M | $-15.1M | ||
| Q3 24 | $29.5M | $17.7M | ||
| Q2 24 | $7.2M | $46.8M | ||
| Q1 24 | $22.1M | $60.6M |
| Q4 25 | 0.2% | -18.2% | ||
| Q3 25 | 6.3% | 13.1% | ||
| Q2 25 | 8.9% | 31.1% | ||
| Q1 25 | 0.6% | 3.5% | ||
| Q4 24 | 0.2% | -4.0% | ||
| Q3 24 | 6.4% | 8.5% | ||
| Q2 24 | 1.6% | 18.4% | ||
| Q1 24 | 5.2% | 12.2% |
| Q4 25 | 2.7% | 5.3% | ||
| Q3 25 | 1.9% | 6.7% | ||
| Q2 25 | 2.2% | 5.6% | ||
| Q1 25 | 2.2% | 3.3% | ||
| Q4 24 | 2.4% | 6.4% | ||
| Q3 24 | 2.5% | 9.1% | ||
| Q2 24 | 8.0% | 5.8% | ||
| Q1 24 | 5.1% | 2.9% |
| Q4 25 | 1.83× | -1.04× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | 0.29× | ||
| Q4 24 | 0.43× | 0.45× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | 0.67× |
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% |
SPH
| Propane | $326.4M | 88% |
| Other Sales Revenue Net | $19.9M | 5% |
| Fuel Oil And Refined Fuels | $18.2M | 5% |
| Natural Gas And Electricity | $5.9M | 2% |
| Wholesale | $4.1M | 1% |
