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雅保（ALB）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
雅保的季度营收约是AMERICAN WOODMARK CORP的3.6倍（$1.4B vs $394.6M）。AMERICAN WOODMARK CORP净利率更高（1.5% vs -29.0%，领先30.5%）。雅保同比增速更快（15.9% vs -12.8%）。雅保自由现金流更多（$233.1M vs $638.0K）。过去两年雅保的营收复合增速更高（2.4% vs -3.3%）
雅保是全球知名的特种化学品企业，业务覆盖研发、生产与全球销售，下设锂、溴、催化剂三大板块。锂业务线供应碳酸锂、氢氧化锂、氯化锂等锂化合物及相关试剂，产品广泛应用于消费电子、电动汽车锂电池、高性能润滑脂、热塑性弹性体等领域。
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。
ALB vs AMWD — 直观对比
营收规模更大
ALB
是对方的3.6倍
$394.6M
营收增速更快
ALB
高出28.7%
-12.8%
净利率更高
AMWD
高出30.5%
-29.0%
自由现金流更多
ALB
多$232.5M
$638.0K
两年增速更快
ALB
近两年复合增速
-3.3%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $394.6M |
| 净利润 | $-414.2M | $6.1M |
| 毛利率 | 13.9% | 15.2% |
| 营业利润率 | -15.2% | 3.1% |
| 净利率 | -29.0% | 1.5% |
| 营收同比 | 15.9% | -12.8% |
| 净利润同比 | -650.1% | -78.0% |
| 每股收益（稀释后） | $-3.88 | $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ALBAMWD
| Q4 25 | $1.4B | $394.6M | ||
| Q3 25 | $1.3B | $403.0M | ||
| Q2 25 | $1.3B | $400.4M | ||
| Q1 25 | $1.1B | $397.6M | ||
| Q4 24 | $1.2B | $452.5M | ||
| Q3 24 | $1.4B | $459.1M | ||
| Q2 24 | $1.4B | $453.3M | ||
| Q1 24 | $1.4B | $422.1M |
净利润ALBAMWD
| Q4 25 | $-414.2M | $6.1M | ||
| Q3 25 | $-160.7M | $14.6M | ||
| Q2 25 | $22.9M | $25.6M | ||
| Q1 25 | $41.3M | $16.6M | ||
| Q4 24 | $75.3M | $27.7M | ||
| Q3 24 | $-1.1B | $29.6M | ||
| Q2 24 | $-188.2M | $26.8M | ||
| Q1 24 | $2.4M | $21.2M |
毛利率ALBAMWD
| Q4 25 | 13.9% | 15.2% | ||
| Q3 25 | 9.0% | 16.7% | ||
| Q2 25 | 14.8% | 17.0% | ||
| Q1 25 | 14.5% | 15.0% | ||
| Q4 24 | 11.2% | 18.9% | ||
| Q3 24 | -7.7% | 20.2% | ||
| Q2 24 | -0.7% | 18.6% | ||
| Q1 24 | 2.9% | 19.2% |
营业利润率ALBAMWD
| Q4 25 | -15.2% | 3.1% | ||
| Q3 25 | -16.6% | 5.0% | ||
| Q2 25 | 3.6% | 7.4% | ||
| Q1 25 | 1.8% | 5.3% | ||
| Q4 24 | 0.4% | 9.4% | ||
| Q3 24 | -81.9% | 10.2% | ||
| Q2 24 | -34.4% | 8.4% | ||
| Q1 24 | -13.2% | 6.6% |
净利率ALBAMWD
| Q4 25 | -29.0% | 1.5% | ||
| Q3 25 | -12.3% | 3.6% | ||
| Q2 25 | 1.7% | 6.4% | ||
| Q1 25 | 3.8% | 4.2% | ||
| Q4 24 | 6.1% | 6.1% | ||
| Q3 24 | -78.9% | 6.5% | ||
| Q2 24 | -13.2% | 5.9% | ||
| Q1 24 | 0.2% | 5.0% |
每股收益（稀释后）ALBAMWD
| Q4 25 | $-3.88 | $0.42 | ||
| Q3 25 | $-1.72 | $1.00 | ||
| Q2 25 | $-0.16 | $1.73 | ||
| Q1 25 | $0.00 | $1.09 | ||
| Q4 24 | $0.29 | $1.79 | ||
| Q3 24 | $-9.45 | $1.89 | ||
| Q2 24 | $-1.96 | $1.70 | ||
| Q1 24 | $-0.08 | $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 | — | $52.1M |
| 总债务越低越好 | $3.2B | $363.3M |
| 股东权益账面价值 | $9.5B | $928.2M |
| 总资产 | $16.4B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资ALBAMWD
| Q4 25 | — | $52.1M | ||
| Q3 25 | $1.9B | $54.9M | ||
| Q2 25 | $1.8B | $48.2M | ||
| Q1 25 | $1.5B | $43.5M | ||
| Q4 24 | $1.2B | $56.7M | ||
| Q3 24 | $1.7B | $89.3M | ||
| Q2 24 | $1.8B | $87.4M | ||
| Q1 24 | $2.1B | $97.8M |
总债务ALBAMWD
| Q4 25 | $3.2B | $363.3M | ||
| Q3 25 | $3.6B | $364.8M | ||
| Q2 25 | $3.6B | $365.8M | ||
| Q1 25 | $3.5B | $367.3M | ||
| Q4 24 | $3.5B | $368.0M | ||
| Q3 24 | $3.6B | $372.2M | ||
| Q2 24 | $3.5B | $371.8M | ||
| Q1 24 | $3.5B | $371.3M |
股东权益ALBAMWD
| Q4 25 | $9.5B | $928.2M | ||
| Q3 25 | $10.0B | $920.3M | ||
| Q2 25 | $10.2B | $916.0M | ||
| Q1 25 | $10.0B | $919.6M | ||
| Q4 24 | $10.0B | $915.1M | ||
| Q3 24 | $10.2B | $913.8M | ||
| Q2 24 | $11.2B | $910.4M | ||
| Q1 24 | $11.5B | $896.9M |
总资产ALBAMWD
| Q4 25 | $16.4B | $1.6B | ||
| Q3 25 | $17.1B | $1.6B | ||
| Q2 25 | $17.3B | $1.6B | ||
| Q1 25 | $17.0B | $1.6B | ||
| Q4 24 | $16.6B | $1.6B | ||
| Q3 24 | $17.5B | $1.6B | ||
| Q2 24 | $18.4B | $1.6B | ||
| Q1 24 | $19.0B | $1.6B |
负债/权益比ALBAMWD
| Q4 25 | 0.33× | 0.39× | ||
| Q3 25 | 0.36× | 0.40× | ||
| Q2 25 | 0.35× | 0.40× | ||
| Q1 25 | 0.35× | 0.40× | ||
| Q4 24 | 0.35× | 0.40× | ||
| Q3 24 | 0.35× | 0.41× | ||
| Q2 24 | 0.31× | 0.41× | ||
| Q1 24 | 0.31× | 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 | $388.5M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $638.0K |
| 自由现金流率自由现金流/营收 | 16.3% | 0.2% |
| 资本支出强度资本支出/营收 | 10.9% | 2.7% |
| 现金转化率经营现金流/净利润 | — | 1.83× |
| 过去12个月自由现金流最近4个季度 | $692.5M | $64.0M |
8季度趋势，按日历期对齐
经营现金流ALBAMWD
| Q4 25 | $388.5M | $11.2M | ||
| Q3 25 | $355.6M | $33.1M | ||
| Q2 25 | $-7.2M | $44.8M | ||
| Q1 25 | $545.4M | $11.0M | ||
| Q4 24 | $674.0K | $11.9M | ||
| Q3 24 | $240.5M | $40.8M | ||
| Q2 24 | $362.9M | $43.3M | ||
| Q1 24 | $98.0M | $43.7M |
自由现金流ALBAMWD
| Q4 25 | $233.1M | $638.0K | ||
| Q3 25 | $223.4M | $25.3M | ||
| Q2 25 | $-126.8M | $35.8M | ||
| Q1 25 | $362.8M | $2.3M | ||
| Q4 24 | $-355.1M | $1.1M | ||
| Q3 24 | $-62.6M | $29.5M | ||
| Q2 24 | $-84.7M | $7.2M | ||
| Q1 24 | $-481.4M | $22.1M |
自由现金流率ALBAMWD
| Q4 25 | 16.3% | 0.2% | ||
| Q3 25 | 17.1% | 6.3% | ||
| Q2 25 | -9.5% | 8.9% | ||
| Q1 25 | 33.7% | 0.6% | ||
| Q4 24 | -28.8% | 0.2% | ||
| Q3 24 | -4.6% | 6.4% | ||
| Q2 24 | -5.9% | 1.6% | ||
| Q1 24 | -35.4% | 5.2% |
资本支出强度ALBAMWD
| Q4 25 | 10.9% | 2.7% | ||
| Q3 25 | 10.1% | 1.9% | ||
| Q2 25 | 9.0% | 2.2% | ||
| Q1 25 | 17.0% | 2.2% | ||
| Q4 24 | 28.9% | 2.4% | ||
| Q3 24 | 22.4% | 2.5% | ||
| Q2 24 | 31.3% | 8.0% | ||
| Q1 24 | 42.6% | 5.1% |
现金转化率ALBAMWD
| Q4 25 | — | 1.83× | ||
| Q3 25 | — | 2.27× | ||
| Q2 25 | -0.31× | 1.75× | ||
| Q1 25 | 13.19× | 0.66× | ||
| Q4 24 | 0.01× | 0.43× | ||
| Q3 24 | — | 1.38× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | 40.01× | 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
ALB
| Energy Storage | $759.1M | 53% |
| Specialties | $348.9M | 24% |
| Ketjen | $320.1M | 22% |
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
