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Alliance Laundry Holdings Inc.（ALH）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
Alliance Laundry Holdings Inc.的季度营收约是AMERICAN WOODMARK CORP的1.1倍（$437.6M vs $394.6M），Alliance Laundry Holdings Inc.净利率更高（7.5% vs 1.5%，领先6.0%），Alliance Laundry Holdings Inc.同比增速更快（13.9% vs -12.8%），Alliance Laundry Holdings Inc.自由现金流更多（$87.0M vs $638.0K）
联合洗衣控股有限公司是美国商业洗衣系统供应商，旗下拥有Speed Queen、Primus等多个知名品牌，专注于商用及工业洗衣设备的设计、生产与销售，产品覆盖洗衣机、滚筒烘干机、熨烫机等，服务于投币洗衣点、多住户住宅洗衣房、机构洗衣设施及家用洗衣场景，业务遍及全球100多个国家和地区。
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。
ALH vs AMWD — 直观对比
营收规模更大
ALH
是对方的1.1倍
$394.6M
营收增速更快
ALH
高出26.7%
-12.8%
净利率更高
ALH
高出6.0%
1.5%
自由现金流更多
ALH
多$86.4M
$638.0K
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $437.6M | $394.6M |
| 净利润 | $32.9M | $6.1M |
| 毛利率 | 37.0% | 15.2% |
| 营业利润率 | 19.5% | 3.1% |
| 净利率 | 7.5% | 1.5% |
| 营收同比 | 13.9% | -12.8% |
| 净利润同比 | 620.3% | -78.0% |
| 每股收益（稀释后） | $0.19 | $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ALHAMWD
| Q4 25 | — | $394.6M | ||
| Q3 25 | $437.6M | $403.0M | ||
| Q2 25 | — | $400.4M | ||
| Q1 25 | — | $397.6M | ||
| Q4 24 | — | $452.5M | ||
| Q3 24 | $384.3M | $459.1M | ||
| Q2 24 | — | $453.3M | ||
| Q1 24 | — | $422.1M |
净利润ALHAMWD
| Q4 25 | — | $6.1M | ||
| Q3 25 | $32.9M | $14.6M | ||
| Q2 25 | — | $25.6M | ||
| Q1 25 | — | $16.6M | ||
| Q4 24 | — | $27.7M | ||
| Q3 24 | $-6.3M | $29.6M | ||
| Q2 24 | — | $26.8M | ||
| Q1 24 | — | $21.2M |
毛利率ALHAMWD
| Q4 25 | — | 15.2% | ||
| Q3 25 | 37.0% | 16.7% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | 37.2% | 20.2% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 19.2% |
营业利润率ALHAMWD
| Q4 25 | — | 3.1% | ||
| Q3 25 | 19.5% | 5.0% | ||
| Q2 25 | — | 7.4% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | 18.7% | 10.2% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 6.6% |
净利率ALHAMWD
| Q4 25 | — | 1.5% | ||
| Q3 25 | 7.5% | 3.6% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | -1.6% | 6.5% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 5.0% |
每股收益（稀释后）ALHAMWD
| Q4 25 | — | $0.42 | ||
| Q3 25 | $0.19 | $1.00 | ||
| Q2 25 | — | $1.73 | ||
| Q1 25 | — | $1.09 | ||
| Q4 24 | — | $1.79 | ||
| Q3 24 | $-0.04 | $1.89 | ||
| Q2 24 | — | $1.70 | ||
| Q1 24 | — | $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 | $136.2M | $52.1M |
| 总债务越低越好 | — | $363.3M |
| 股东权益账面价值 | $-136.4M | $928.2M |
| 总资产 | $2.9B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资ALHAMWD
| Q4 25 | — | $52.1M | ||
| Q3 25 | $136.2M | $54.9M | ||
| Q2 25 | — | $48.2M | ||
| Q1 25 | — | $43.5M | ||
| Q4 24 | — | $56.7M | ||
| Q3 24 | $128.4M | $89.3M | ||
| Q2 24 | — | $87.4M | ||
| Q1 24 | — | $97.8M |
总债务ALHAMWD
| Q4 25 | — | $363.3M | ||
| Q3 25 | — | $364.8M | ||
| Q2 25 | — | $365.8M | ||
| Q1 25 | — | $367.3M | ||
| Q4 24 | — | $368.0M | ||
| Q3 24 | — | $372.2M | ||
| Q2 24 | — | $371.8M | ||
| Q1 24 | — | $371.3M |
股东权益ALHAMWD
| Q4 25 | — | $928.2M | ||
| Q3 25 | $-136.4M | $920.3M | ||
| Q2 25 | — | $916.0M | ||
| Q1 25 | — | $919.6M | ||
| Q4 24 | — | $915.1M | ||
| Q3 24 | $-284.6M | $913.8M | ||
| Q2 24 | — | $910.4M | ||
| Q1 24 | — | $896.9M |
总资产ALHAMWD
| Q4 25 | — | $1.6B | ||
| Q3 25 | $2.9B | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.6B |
负债/权益比ALHAMWD
| 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× |
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 | $116.8M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $87.0M | $638.0K |
| 自由现金流率自由现金流/营收 | 19.9% | 0.2% |
| 资本支出强度资本支出/营收 | 6.8% | 2.7% |
| 现金转化率经营现金流/净利润 | 3.55× | 1.83× |
| 过去12个月自由现金流最近4个季度 | — | $64.0M |
8季度趋势，按日历期对齐
经营现金流ALHAMWD
| Q4 25 | — | $11.2M | ||
| Q3 25 | $116.8M | $33.1M | ||
| Q2 25 | — | $44.8M | ||
| Q1 25 | — | $11.0M | ||
| Q4 24 | — | $11.9M | ||
| Q3 24 | — | $40.8M | ||
| Q2 24 | — | $43.3M | ||
| Q1 24 | — | $43.7M |
自由现金流ALHAMWD
| Q4 25 | — | $638.0K | ||
| Q3 25 | $87.0M | $25.3M | ||
| Q2 25 | — | $35.8M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $1.1M | ||
| Q3 24 | — | $29.5M | ||
| Q2 24 | — | $7.2M | ||
| Q1 24 | — | $22.1M |
自由现金流率ALHAMWD
| Q4 25 | — | 0.2% | ||
| Q3 25 | 19.9% | 6.3% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 5.2% |
资本支出强度ALHAMWD
| Q4 25 | — | 2.7% | ||
| Q3 25 | 6.8% | 1.9% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 8.0% | ||
| Q1 24 | — | 5.1% |
现金转化率ALHAMWD
| Q4 25 | — | 1.83× | ||
| Q3 25 | 3.55× | 2.27× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.38× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 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
ALH
| Equipment Product Or Service | $275.7M | 63% |
| Other | $106.8M | 24% |
| Service Parts | $33.1M | 8% |
| Equipment Financing | $12.6M | 3% |
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
