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AMERICAN WOODMARK CORP（AMWD）とSimpson Manufacturing Co., Inc.（SSD）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
Simpson Manufacturing Co., Inc.の直近四半期売上が大きい（$539.3M vs $394.6M、AMERICAN WOODMARK CORPの約1.4倍）。Simpson Manufacturing Co., Inc.の純利益率が高く（10.4% vs 1.5%、差は8.9%）。Simpson Manufacturing Co., Inc.の前年同期比売上増加率が高い（4.2% vs -12.8%）。Simpson Manufacturing Co., Inc.の直近四半期フリーキャッシュフローが多い（$119.0M vs $638.0K）。過去8四半期でSimpson Manufacturing Co., Inc.の売上複合成長率が高い（0.8% 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。
シンプソン・マニュファクチャリングは米国屈指の建築資材メーカーで、新築工事や改修工事向けの構造用接合金物、ファスナー、アンカーなどの製品を製造・供給しており、業界で高い技術力と市場シェアを誇っています。
AMWD vs SSD — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $394.6M | $539.3M |
| 純利益 | $6.1M | $56.2M |
| 粗利率 | 15.2% | 43.4% |
| 営業利益率 | 3.1% | 13.9% |
| 純利益率 | 1.5% | 10.4% |
| 売上前年比 | -12.8% | 4.2% |
| 純利益前年比 | -78.0% | 1.4% |
| EPS（希薄化後） | $0.42 | $1.34 |
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 | $539.3M | ||
| Q3 25 | $403.0M | $623.5M | ||
| Q2 25 | $400.4M | $631.1M | ||
| Q1 25 | $397.6M | $538.9M | ||
| Q4 24 | $452.5M | $517.4M | ||
| Q3 24 | $459.1M | $587.2M | ||
| Q2 24 | $453.3M | $597.0M | ||
| Q1 24 | $422.1M | $530.6M |
| Q4 25 | $6.1M | $56.2M | ||
| Q3 25 | $14.6M | $107.4M | ||
| Q2 25 | $25.6M | $103.5M | ||
| Q1 25 | $16.6M | $77.9M | ||
| Q4 24 | $27.7M | $55.4M | ||
| Q3 24 | $29.6M | $93.5M | ||
| Q2 24 | $26.8M | $97.8M | ||
| Q1 24 | $21.2M | $75.4M |
| Q4 25 | 15.2% | 43.4% | ||
| Q3 25 | 16.7% | 46.4% | ||
| Q2 25 | 17.0% | 46.7% | ||
| Q1 25 | 15.0% | 46.8% | ||
| Q4 24 | 18.9% | 44.0% | ||
| Q3 24 | 20.2% | 46.8% | ||
| Q2 24 | 18.6% | 46.7% | ||
| Q1 24 | 19.2% | 46.1% |
| Q4 25 | 3.1% | 13.9% | ||
| Q3 25 | 5.0% | 22.6% | ||
| Q2 25 | 7.4% | 22.2% | ||
| Q1 25 | 5.3% | 19.0% | ||
| Q4 24 | 9.4% | 14.8% | ||
| Q3 24 | 10.2% | 21.3% | ||
| Q2 24 | 8.4% | 22.1% | ||
| Q1 24 | 6.6% | 18.1% |
| Q4 25 | 1.5% | 10.4% | ||
| Q3 25 | 3.6% | 17.2% | ||
| Q2 25 | 6.4% | 16.4% | ||
| Q1 25 | 4.2% | 14.5% | ||
| Q4 24 | 6.1% | 10.7% | ||
| Q3 24 | 6.5% | 15.9% | ||
| Q2 24 | 5.9% | 16.4% | ||
| Q1 24 | 5.0% | 14.2% |
| Q4 25 | $0.42 | $1.34 | ||
| Q3 25 | $1.00 | $2.58 | ||
| Q2 25 | $1.73 | $2.47 | ||
| Q1 25 | $1.09 | $1.85 | ||
| Q4 24 | $1.79 | $1.31 | ||
| Q3 24 | $1.89 | $2.21 | ||
| Q2 24 | $1.70 | $2.31 | ||
| Q1 24 | $1.32 | $1.77 |
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 | $384.1M |
| 総負債低いほど良い | $363.3M | $300.0M |
| 株主資本純資産 | $928.2M | $2.0B |
| 総資産 | $1.6B | $3.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | 0.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $52.1M | $384.1M | ||
| Q3 25 | $54.9M | $297.3M | ||
| Q2 25 | $48.2M | $190.4M | ||
| Q1 25 | $43.5M | $150.3M | ||
| Q4 24 | $56.7M | $239.4M | ||
| Q3 24 | $89.3M | $339.4M | ||
| Q2 24 | $87.4M | $354.9M | ||
| Q1 24 | $97.8M | $369.1M |
| Q4 25 | $363.3M | $300.0M | ||
| Q3 25 | $364.8M | $371.3M | ||
| Q2 25 | $365.8M | $376.9M | ||
| Q1 25 | $367.3M | $382.5M | ||
| Q4 24 | $368.0M | $388.1M | ||
| Q3 24 | $372.2M | $393.8M | ||
| Q2 24 | $371.8M | $399.4M | ||
| Q1 24 | $371.3M | $405.0M |
| Q4 25 | $928.2M | $2.0B | ||
| Q3 25 | $920.3M | $2.0B | ||
| Q2 25 | $916.0M | $1.9B | ||
| Q1 25 | $919.6M | $1.9B | ||
| Q4 24 | $915.1M | $1.8B | ||
| Q3 24 | $913.8M | $1.9B | ||
| Q2 24 | $910.4M | $1.8B | ||
| Q1 24 | $896.9M | $1.7B |
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.6B | $3.0B | ||
| Q2 25 | $1.6B | $3.0B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.6B | $2.9B | ||
| Q2 24 | $1.6B | $2.8B | ||
| Q1 24 | $1.6B | $2.7B |
| Q4 25 | 0.39× | 0.15× | ||
| Q3 25 | 0.40× | 0.19× | ||
| Q2 25 | 0.40× | 0.20× | ||
| Q1 25 | 0.40× | 0.21× | ||
| Q4 24 | 0.40× | 0.21× | ||
| Q3 24 | 0.41× | 0.21× | ||
| Q2 24 | 0.41× | 0.23× | ||
| Q1 24 | 0.41× | 0.23× |
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 | $155.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $638.0K | $119.0M |
| FCFマージンFCF / 売上 | 0.2% | 22.1% |
| 設備投資強度設備投資 / 売上 | 2.7% | 6.8% |
| キャッシュ転換率営業CF / 純利益 | 1.83× | 2.77× |
| 直近12ヶ月FCF直近4四半期 | $64.0M | $297.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $11.2M | $155.7M | ||
| Q3 25 | $33.1M | $170.2M | ||
| Q2 25 | $44.8M | $125.2M | ||
| Q1 25 | $11.0M | $7.6M | ||
| Q4 24 | $11.9M | $115.8M | ||
| Q3 24 | $40.8M | $103.3M | ||
| Q2 24 | $43.3M | $111.1M | ||
| Q1 24 | $43.7M | $7.9M |
| Q4 25 | $638.0K | $119.0M | ||
| Q3 25 | $25.3M | $133.9M | ||
| Q2 25 | $35.8M | $87.3M | ||
| Q1 25 | $2.3M | $-42.6M | ||
| Q4 24 | $1.1M | $60.3M | ||
| Q3 24 | $29.5M | $58.1M | ||
| Q2 24 | $7.2M | $70.9M | ||
| Q1 24 | $22.1M | $-31.5M |
| Q4 25 | 0.2% | 22.1% | ||
| Q3 25 | 6.3% | 21.5% | ||
| Q2 25 | 8.9% | 13.8% | ||
| Q1 25 | 0.6% | -7.9% | ||
| Q4 24 | 0.2% | 11.7% | ||
| Q3 24 | 6.4% | 9.9% | ||
| Q2 24 | 1.6% | 11.9% | ||
| Q1 24 | 5.2% | -5.9% |
| Q4 25 | 2.7% | 6.8% | ||
| Q3 25 | 1.9% | 5.8% | ||
| Q2 25 | 2.2% | 6.0% | ||
| Q1 25 | 2.2% | 9.3% | ||
| Q4 24 | 2.4% | 10.7% | ||
| Q3 24 | 2.5% | 7.7% | ||
| Q2 24 | 8.0% | 6.7% | ||
| Q1 24 | 5.1% | 7.4% |
| Q4 25 | 1.83× | 2.77× | ||
| Q3 25 | 2.27× | 1.58× | ||
| Q2 25 | 1.75× | 1.21× | ||
| Q1 25 | 0.66× | 0.10× | ||
| Q4 24 | 0.43× | 2.09× | ||
| Q3 24 | 1.38× | 1.10× | ||
| Q2 24 | 1.62× | 1.14× | ||
| Q1 24 | 2.06× | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
