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AMERICAN WOODMARK CORP（AMWD）とWillScot Holdings Corp（WSC）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
WillScot Holdings Corpの直近四半期売上が大きい（$566.0M vs $394.6M、AMERICAN WOODMARK CORPの約1.4倍）。AMERICAN WOODMARK CORPの純利益率が高く（1.5% vs -33.1%、差は34.6%）。WillScot Holdings Corpの前年同期比売上増加率が高い（-6.1% vs -12.8%）。WillScot Holdings Corpの直近四半期フリーキャッシュフローが多い（$149.7M vs $638.0K）。過去8四半期でWillScot Holdings Corpの売上複合成長率が高い（-1.8% 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。
WillScotホールディングス・コーポレーションは北米で有数のモジュール式スペースおよびポータブルストレージサービスプロバイダーで、建設、商業開発、教育、医療、政府プロジェクト、イベントなど多岐にわたる分野の顧客に、柔軟で拡張性の高い仮設・半永久的スペースソリューションを提供しています。
AMWD vs WSC — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $394.6M | $566.0M |
| 純利益 | $6.1M | $-187.3M |
| 粗利率 | 15.2% | 50.4% |
| 営業利益率 | 3.1% | -32.5% |
| 純利益率 | 1.5% | -33.1% |
| 売上前年比 | -12.8% | -6.1% |
| 純利益前年比 | -78.0% | -310.0% |
| EPS（希薄化後） | $0.42 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $403.0M | $566.8M | ||
| Q2 25 | $400.4M | $589.1M | ||
| Q1 25 | $397.6M | $559.6M | ||
| Q4 24 | $452.5M | $602.5M | ||
| Q3 24 | $459.1M | $601.4M | ||
| Q2 24 | $453.3M | $604.6M | ||
| Q1 24 | $422.1M | $587.2M |
| Q4 25 | $6.1M | $-187.3M | ||
| Q3 25 | $14.6M | $43.3M | ||
| Q2 25 | $25.6M | $47.9M | ||
| Q1 25 | $16.6M | $43.1M | ||
| Q4 24 | $27.7M | $89.2M | ||
| Q3 24 | $29.6M | $-70.5M | ||
| Q2 24 | $26.8M | $-46.9M | ||
| Q1 24 | $21.2M | $56.2M |
| Q4 25 | 15.2% | 50.4% | ||
| Q3 25 | 16.7% | 49.7% | ||
| Q2 25 | 17.0% | 50.3% | ||
| Q1 25 | 15.0% | 53.7% | ||
| Q4 24 | 18.9% | 55.8% | ||
| Q3 24 | 20.2% | 53.5% | ||
| Q2 24 | 18.6% | 54.1% | ||
| Q1 24 | 19.2% | 54.0% |
| Q4 25 | 3.1% | -32.5% | ||
| Q3 25 | 5.0% | 21.0% | ||
| Q2 25 | 7.4% | 21.5% | ||
| Q1 25 | 5.3% | 21.3% | ||
| Q4 24 | 9.4% | 28.9% | ||
| Q3 24 | 10.2% | -5.9% | ||
| Q2 24 | 8.4% | -0.9% | ||
| Q1 24 | 6.6% | 22.1% |
| Q4 25 | 1.5% | -33.1% | ||
| Q3 25 | 3.6% | 7.6% | ||
| Q2 25 | 6.4% | 8.1% | ||
| Q1 25 | 4.2% | 7.7% | ||
| Q4 24 | 6.1% | 14.8% | ||
| Q3 24 | 6.5% | -11.7% | ||
| Q2 24 | 5.9% | -7.7% | ||
| Q1 24 | 5.0% | 9.6% |
| Q4 25 | $0.42 | $-1.02 | ||
| Q3 25 | $1.00 | $0.24 | ||
| Q2 25 | $1.73 | $0.26 | ||
| Q1 25 | $1.09 | $0.23 | ||
| Q4 24 | $1.79 | $0.48 | ||
| Q3 24 | $1.89 | $-0.37 | ||
| Q2 24 | $1.70 | $-0.25 | ||
| Q1 24 | $1.32 | $0.29 |
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 | $14.6M |
| 総負債低いほど良い | $363.3M | $3.6B |
| 株主資本純資産 | $928.2M | $856.3M |
| 総資産 | $1.6B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $52.1M | $14.6M | ||
| Q3 25 | $54.9M | $14.8M | ||
| Q2 25 | $48.2M | $12.8M | ||
| Q1 25 | $43.5M | $10.7M | ||
| Q4 24 | $56.7M | $9.0M | ||
| Q3 24 | $89.3M | $11.0M | ||
| Q2 24 | $87.4M | $5.9M | ||
| Q1 24 | $97.8M | $13.1M |
| Q4 25 | $363.3M | $3.6B | ||
| Q3 25 | $364.8M | $3.6B | ||
| Q2 25 | $365.8M | $3.7B | ||
| Q1 25 | $367.3M | $3.6B | ||
| Q4 24 | $368.0M | $3.7B | ||
| Q3 24 | $372.2M | $3.6B | ||
| Q2 24 | $371.8M | $3.5B | ||
| Q1 24 | $371.3M | $3.5B |
| Q4 25 | $928.2M | $856.3M | ||
| Q3 25 | $920.3M | $1.1B | ||
| Q2 25 | $916.0M | $1.0B | ||
| Q1 25 | $919.6M | $1.0B | ||
| Q4 24 | $915.1M | $1.0B | ||
| Q3 24 | $913.8M | $1.1B | ||
| Q2 24 | $910.4M | $1.2B | ||
| Q1 24 | $896.9M | $1.3B |
| Q4 25 | $1.6B | $5.8B | ||
| Q3 25 | $1.6B | $6.1B | ||
| Q2 25 | $1.6B | $6.1B | ||
| Q1 25 | $1.6B | $6.0B | ||
| Q4 24 | $1.6B | $6.0B | ||
| Q3 24 | $1.6B | $6.0B | ||
| Q2 24 | $1.6B | $6.0B | ||
| Q1 24 | $1.6B | $6.2B |
| Q4 25 | 0.39× | 4.15× | ||
| Q3 25 | 0.40× | 3.39× | ||
| Q2 25 | 0.40× | 3.55× | ||
| Q1 25 | 0.40× | 3.56× | ||
| Q4 24 | 0.40× | 3.62× | ||
| Q3 24 | 0.41× | 3.42× | ||
| Q2 24 | 0.41× | 2.88× | ||
| Q1 24 | 0.41× | 2.63× |
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 | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $638.0K | $149.7M |
| FCFマージンFCF / 売上 | 0.2% | 26.5% |
| 設備投資強度設備投資 / 売上 | 2.7% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 1.83× | — |
| 直近12ヶ月FCF直近4四半期 | $64.0M | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $11.2M | $158.9M | ||
| Q3 25 | $33.1M | $191.2M | ||
| Q2 25 | $44.8M | $205.3M | ||
| Q1 25 | $11.0M | $206.6M | ||
| Q4 24 | $11.9M | $178.9M | ||
| Q3 24 | $40.8M | $-1.6M | ||
| Q2 24 | $43.3M | $175.6M | ||
| Q1 24 | $43.7M | $208.7M |
| Q4 25 | $638.0K | $149.7M | ||
| Q3 25 | $25.3M | $186.9M | ||
| Q2 25 | $35.8M | $199.0M | ||
| Q1 25 | $2.3M | $202.0M | ||
| Q4 24 | $1.1M | $176.6M | ||
| Q3 24 | $29.5M | $-4.9M | ||
| Q2 24 | $7.2M | $169.4M | ||
| Q1 24 | $22.1M | $202.1M |
| Q4 25 | 0.2% | 26.5% | ||
| Q3 25 | 6.3% | 33.0% | ||
| Q2 25 | 8.9% | 33.8% | ||
| Q1 25 | 0.6% | 36.1% | ||
| Q4 24 | 0.2% | 29.3% | ||
| Q3 24 | 6.4% | -0.8% | ||
| Q2 24 | 1.6% | 28.0% | ||
| Q1 24 | 5.2% | 34.4% |
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 2.2% | 1.1% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 2.4% | 0.4% | ||
| Q3 24 | 2.5% | 0.6% | ||
| Q2 24 | 8.0% | 1.0% | ||
| Q1 24 | 5.1% | 1.1% |
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 4.41× | ||
| Q2 25 | 1.75× | 4.28× | ||
| Q1 25 | 0.66× | 4.80× | ||
| Q4 24 | 0.43× | 2.01× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
