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Arcosa, Inc.（ACA）与AMERICAN WOODMARK CORP（AMWD）财务数据对比。点击上方公司名可切换其他公司
Arcosa, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.8倍（$716.7M vs $394.6M），Arcosa, Inc.净利率更高（7.3% vs 1.5%，领先5.7%），Arcosa, Inc.同比增速更快（7.6% vs -12.8%），Arcosa, Inc.自由现金流更多（$55.8M vs $638.0K），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -3.3%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
美国木标公司是一家厨卫橱柜制造商，总部位于弗吉尼亚州温彻斯特。公司在美国多地设有多家生产基地与服务中心，其中生产基地分布在亚利桑那州、佐治亚州、印第安纳州、肯塔基州、马里兰州、田纳西州、弗吉尼亚州以及西弗吉尼亚州，服务网点覆盖全美各地。
ACA vs AMWD — 直观对比
营收规模更大
ACA
是对方的1.8倍
$394.6M
营收增速更快
ACA
高出20.4%
-12.8%
净利率更高
ACA
高出5.7%
1.5%
自由现金流更多
ACA
多$55.2M
$638.0K
两年增速更快
ACA
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $394.6M |
| 净利润 | $52.1M | $6.1M |
| 毛利率 | 22.9% | 15.2% |
| 营业利润率 | 11.0% | 3.1% |
| 净利率 | 7.3% | 1.5% |
| 营收同比 | 7.6% | -12.8% |
| 净利润同比 | 776.6% | -78.0% |
| 每股收益（稀释后） | $1.06 | $0.42 |
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ACAAMWD
| Q4 25 | $716.7M | $394.6M | ||
| Q3 25 | $797.8M | $403.0M | ||
| Q2 25 | $736.9M | $400.4M | ||
| Q1 25 | $632.0M | $397.6M | ||
| Q4 24 | $666.2M | $452.5M | ||
| Q3 24 | $640.4M | $459.1M | ||
| Q2 24 | $664.7M | $453.3M | ||
| Q1 24 | $598.6M | $422.1M |
净利润ACAAMWD
| Q4 25 | $52.1M | $6.1M | ||
| Q3 25 | $73.0M | $14.6M | ||
| Q2 25 | $59.7M | $25.6M | ||
| Q1 25 | $23.6M | $16.6M | ||
| Q4 24 | $-7.7M | $27.7M | ||
| Q3 24 | $16.6M | $29.6M | ||
| Q2 24 | $45.6M | $26.8M | ||
| Q1 24 | $39.2M | $21.2M |
毛利率ACAAMWD
| Q4 25 | 22.9% | 15.2% | ||
| Q3 25 | 24.1% | 16.7% | ||
| Q2 25 | 22.5% | 17.0% | ||
| Q1 25 | 19.8% | 15.0% | ||
| Q4 24 | 19.3% | 18.9% | ||
| Q3 24 | 21.3% | 20.2% | ||
| Q2 24 | 20.8% | 18.6% | ||
| Q1 24 | 18.6% | 19.2% |
营业利润率ACAAMWD
| Q4 25 | 11.0% | 3.1% | ||
| Q3 25 | 14.1% | 5.0% | ||
| Q2 25 | 12.9% | 7.4% | ||
| Q1 25 | 8.8% | 5.3% | ||
| Q4 24 | 6.5% | 9.4% | ||
| Q3 24 | 5.3% | 10.2% | ||
| Q2 24 | 10.1% | 8.4% | ||
| Q1 24 | 8.9% | 6.6% |
净利率ACAAMWD
| Q4 25 | 7.3% | 1.5% | ||
| Q3 25 | 9.2% | 3.6% | ||
| Q2 25 | 8.1% | 6.4% | ||
| Q1 25 | 3.7% | 4.2% | ||
| Q4 24 | -1.2% | 6.1% | ||
| Q3 24 | 2.6% | 6.5% | ||
| Q2 24 | 6.9% | 5.9% | ||
| Q1 24 | 6.5% | 5.0% |
每股收益（稀释后）ACAAMWD
| Q4 25 | $1.06 | $0.42 | ||
| Q3 25 | $1.48 | $1.00 | ||
| Q2 25 | $1.22 | $1.73 | ||
| Q1 25 | $0.48 | $1.09 | ||
| Q4 24 | $-0.16 | $1.79 | ||
| Q3 24 | $0.34 | $1.89 | ||
| Q2 24 | $0.93 | $1.70 | ||
| Q1 24 | $0.80 | $1.32 |
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 | $214.6M | $52.1M |
| 总债务越低越好 | $1.5B | $363.3M |
| 股东权益账面价值 | $2.6B | $928.2M |
| 总资产 | $5.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资ACAAMWD
| Q4 25 | $214.6M | $52.1M | ||
| Q3 25 | $220.0M | $54.9M | ||
| Q2 25 | $189.7M | $48.2M | ||
| Q1 25 | $167.9M | $43.5M | ||
| Q4 24 | $187.3M | $56.7M | ||
| Q3 24 | $756.8M | $89.3M | ||
| Q2 24 | $103.7M | $87.4M | ||
| Q1 24 | $176.5M | $97.8M |
总债务ACAAMWD
| Q4 25 | $1.5B | $363.3M | ||
| Q3 25 | $1.6B | $364.8M | ||
| Q2 25 | $1.7B | $365.8M | ||
| Q1 25 | $1.7B | $367.3M | ||
| Q4 24 | $1.7B | $368.0M | ||
| Q3 24 | $1.2B | $372.2M | ||
| Q2 24 | $699.9M | $371.8M | ||
| Q1 24 | $600.6M | $371.3M |
股东权益ACAAMWD
| Q4 25 | $2.6B | $928.2M | ||
| Q3 25 | $2.6B | $920.3M | ||
| Q2 25 | $2.5B | $916.0M | ||
| Q1 25 | $2.5B | $919.6M | ||
| Q4 24 | $2.4B | $915.1M | ||
| Q3 24 | $2.4B | $913.8M | ||
| Q2 24 | $2.4B | $910.4M | ||
| Q1 24 | $2.4B | $896.9M |
总资产ACAAMWD
| Q4 25 | $5.0B | $1.6B | ||
| Q3 25 | $5.1B | $1.6B | ||
| Q2 25 | $5.0B | $1.6B | ||
| Q1 25 | $4.9B | $1.6B | ||
| Q4 24 | $4.9B | $1.6B | ||
| Q3 24 | $4.4B | $1.6B | ||
| Q2 24 | $3.8B | $1.6B | ||
| Q1 24 | $3.7B | $1.6B |
负债/权益比ACAAMWD
| Q4 25 | 0.57× | 0.39× | ||
| Q3 25 | 0.61× | 0.40× | ||
| Q2 25 | 0.67× | 0.40× | ||
| Q1 25 | 0.68× | 0.40× | ||
| Q4 24 | 0.69× | 0.40× | ||
| Q3 24 | 0.51× | 0.41× | ||
| Q2 24 | 0.29× | 0.41× | ||
| Q1 24 | 0.25× | 0.41× |
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 | $120.0M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $638.0K |
| 自由现金流率自由现金流/营收 | 7.8% | 0.2% |
| 资本支出强度资本支出/营收 | 9.0% | 2.7% |
| 现金转化率经营现金流/净利润 | 2.30× | 1.83× |
| 过去12个月自由现金流最近4个季度 | $175.5M | $64.0M |
8季度趋势，按日历期对齐
经营现金流ACAAMWD
| Q4 25 | $120.0M | $11.2M | ||
| Q3 25 | $160.6M | $33.1M | ||
| Q2 25 | $61.2M | $44.8M | ||
| Q1 25 | $-700.0K | $11.0M | ||
| Q4 24 | $248.2M | $11.9M | ||
| Q3 24 | $135.0M | $40.8M | ||
| Q2 24 | $38.3M | $43.3M | ||
| Q1 24 | $80.5M | $43.7M |
自由现金流ACAAMWD
| Q4 25 | $55.8M | $638.0K | ||
| Q3 25 | $121.0M | $25.3M | ||
| Q2 25 | $33.4M | $35.8M | ||
| Q1 25 | $-34.7M | $2.3M | ||
| Q4 24 | $194.9M | $1.1M | ||
| Q3 24 | $100.6M | $29.5M | ||
| Q2 24 | $-9.3M | $7.2M | ||
| Q1 24 | $26.1M | $22.1M |
自由现金流率ACAAMWD
| Q4 25 | 7.8% | 0.2% | ||
| Q3 25 | 15.2% | 6.3% | ||
| Q2 25 | 4.5% | 8.9% | ||
| Q1 25 | -5.5% | 0.6% | ||
| Q4 24 | 29.3% | 0.2% | ||
| Q3 24 | 15.7% | 6.4% | ||
| Q2 24 | -1.4% | 1.6% | ||
| Q1 24 | 4.4% | 5.2% |
资本支出强度ACAAMWD
| Q4 25 | 9.0% | 2.7% | ||
| Q3 25 | 5.0% | 1.9% | ||
| Q2 25 | 3.8% | 2.2% | ||
| Q1 25 | 5.4% | 2.2% | ||
| Q4 24 | 8.0% | 2.4% | ||
| Q3 24 | 5.4% | 2.5% | ||
| Q2 24 | 7.2% | 8.0% | ||
| Q1 24 | 9.1% | 5.1% |
现金转化率ACAAMWD
| Q4 25 | 2.30× | 1.83× | ||
| Q3 25 | 2.20× | 2.27× | ||
| Q2 25 | 1.03× | 1.75× | ||
| Q1 25 | -0.03× | 0.66× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | 8.13× | 1.38× | ||
| Q2 24 | 0.84× | 1.62× | ||
| Q1 24 | 2.05× | 2.06× |
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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
