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Alarm.com Holdings, Inc.（ALRM）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
AMERICAN WOODMARK CORP的季度营收约是Alarm.com Holdings, Inc.的1.5倍（$394.6M vs $261.7M），Alarm.com Holdings, Inc.净利率更高（13.2% vs 1.5%，领先11.7%），Alarm.com Holdings, Inc.同比增速更快（8.0% vs -12.8%），Alarm.com Holdings, Inc.自由现金流更多（$35.1M vs $638.0K），过去两年Alarm.com Holdings, Inc.的营收复合增速更高（8.3% vs -3.3%）
Alarm.com Holdings, Inc.是一家美国科技企业，成立于2000年，由微策略公司分拆而来，总部位于弗吉尼亚州泰森斯。公司主营云服务，为用户提供远程控制、智能家居及报警监测相关解决方案，是家庭智能安防领域的重要服务商。
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。
ALRM vs AMWD — 直观对比
营收规模更大
AMWD
是对方的1.5倍
$261.7M
营收增速更快
ALRM
高出20.8%
-12.8%
净利率更高
ALRM
高出11.7%
1.5%
自由现金流更多
ALRM
多$34.4M
$638.0K
两年增速更快
ALRM
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $394.6M |
| 净利润 | $34.6M | $6.1M |
| 毛利率 | 66.0% | 15.2% |
| 营业利润率 | 13.4% | 3.1% |
| 净利率 | 13.2% | 1.5% |
| 营收同比 | 8.0% | -12.8% |
| 净利润同比 | 14.8% | -78.0% |
| 每股收益（稀释后） | $0.66 | $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ALRMAMWD
| Q4 25 | $261.7M | $394.6M | ||
| Q3 25 | $256.4M | $403.0M | ||
| Q2 25 | $254.3M | $400.4M | ||
| Q1 25 | $238.8M | $397.6M | ||
| Q4 24 | $242.2M | $452.5M | ||
| Q3 24 | $240.5M | $459.1M | ||
| Q2 24 | $233.8M | $453.3M | ||
| Q1 24 | $223.3M | $422.1M |
净利润ALRMAMWD
| Q4 25 | $34.6M | $6.1M | ||
| Q3 25 | $35.1M | $14.6M | ||
| Q2 25 | $34.2M | $25.6M | ||
| Q1 25 | $27.7M | $16.6M | ||
| Q4 24 | $30.1M | $27.7M | ||
| Q3 24 | $36.7M | $29.6M | ||
| Q2 24 | $33.5M | $26.8M | ||
| Q1 24 | $23.6M | $21.2M |
毛利率ALRMAMWD
| Q4 25 | 66.0% | 15.2% | ||
| Q3 25 | 65.8% | 16.7% | ||
| Q2 25 | 65.6% | 17.0% | ||
| Q1 25 | 67.2% | 15.0% | ||
| Q4 24 | 65.5% | 18.9% | ||
| Q3 24 | 64.8% | 20.2% | ||
| Q2 24 | 65.2% | 18.6% | ||
| Q1 24 | 65.7% | 19.2% |
营业利润率ALRMAMWD
| Q4 25 | 13.4% | 3.1% | ||
| Q3 25 | 14.4% | 5.0% | ||
| Q2 25 | 12.6% | 7.4% | ||
| Q1 25 | 12.4% | 5.3% | ||
| Q4 24 | 12.7% | 9.4% | ||
| Q3 24 | 13.8% | 10.2% | ||
| Q2 24 | 11.0% | 8.4% | ||
| Q1 24 | 8.4% | 6.6% |
净利率ALRMAMWD
| Q4 25 | 13.2% | 1.5% | ||
| Q3 25 | 13.7% | 3.6% | ||
| Q2 25 | 13.5% | 6.4% | ||
| Q1 25 | 11.6% | 4.2% | ||
| Q4 24 | 12.4% | 6.1% | ||
| Q3 24 | 15.3% | 6.5% | ||
| Q2 24 | 14.3% | 5.9% | ||
| Q1 24 | 10.6% | 5.0% |
每股收益（稀释后）ALRMAMWD
| Q4 25 | $0.66 | $0.42 | ||
| Q3 25 | $0.65 | $1.00 | ||
| Q2 25 | $0.63 | $1.73 | ||
| Q1 25 | $0.52 | $1.09 | ||
| Q4 24 | $0.56 | $1.79 | ||
| Q3 24 | $0.67 | $1.89 | ||
| Q2 24 | $0.62 | $1.70 | ||
| Q1 24 | $0.44 | $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 | $960.6M | $52.1M |
| 总债务越低越好 | — | $363.3M |
| 股东权益账面价值 | $848.2M | $928.2M |
| 总资产 | $2.1B | $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ALRMAMWD
| Q4 25 | $960.6M | $52.1M | ||
| Q3 25 | $1.1B | $54.9M | ||
| Q2 25 | $1.0B | $48.2M | ||
| Q1 25 | $1.2B | $43.5M | ||
| Q4 24 | $1.2B | $56.7M | ||
| Q3 24 | $1.2B | $89.3M | ||
| Q2 24 | $1.1B | $87.4M | ||
| Q1 24 | $747.9M | $97.8M |
总债务ALRMAMWD
| 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ALRMAMWD
| Q4 25 | $848.2M | $928.2M | ||
| Q3 25 | $827.2M | $920.3M | ||
| Q2 25 | $797.3M | $916.0M | ||
| Q1 25 | $759.6M | $919.6M | ||
| Q4 24 | $726.5M | $915.1M | ||
| Q3 24 | $690.3M | $913.8M | ||
| Q2 24 | $645.5M | $910.4M | ||
| Q1 24 | $728.1M | $896.9M |
总资产ALRMAMWD
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.0B | $1.6B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | $1.5B | $1.6B |
负债/权益比ALRMAMWD
| 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 | $35.9M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $35.1M | $638.0K |
| 自由现金流率自由现金流/营收 | 13.4% | 0.2% |
| 资本支出强度资本支出/营收 | 0.3% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.04× | 1.83× |
| 过去12个月自由现金流最近4个季度 | $137.0M | $64.0M |
8季度趋势，按日历期对齐
经营现金流ALRMAMWD
| Q4 25 | $35.9M | $11.2M | ||
| Q3 25 | $70.6M | $33.1M | ||
| Q2 25 | $22.7M | $44.8M | ||
| Q1 25 | $24.1M | $11.0M | ||
| Q4 24 | $56.3M | $11.9M | ||
| Q3 24 | $77.3M | $40.8M | ||
| Q2 24 | $23.0M | $43.3M | ||
| Q1 24 | $49.9M | $43.7M |
自由现金流ALRMAMWD
| Q4 25 | $35.1M | $638.0K | ||
| Q3 25 | $65.9M | $25.3M | ||
| Q2 25 | $18.2M | $35.8M | ||
| Q1 25 | $17.9M | $2.3M | ||
| Q4 24 | $54.0M | $1.1M | ||
| Q3 24 | $74.5M | $29.5M | ||
| Q2 24 | $21.0M | $7.2M | ||
| Q1 24 | $46.8M | $22.1M |
自由现金流率ALRMAMWD
| Q4 25 | 13.4% | 0.2% | ||
| Q3 25 | 25.7% | 6.3% | ||
| Q2 25 | 7.1% | 8.9% | ||
| Q1 25 | 7.5% | 0.6% | ||
| Q4 24 | 22.3% | 0.2% | ||
| Q3 24 | 31.0% | 6.4% | ||
| Q2 24 | 9.0% | 1.6% | ||
| Q1 24 | 21.0% | 5.2% |
资本支出强度ALRMAMWD
| Q4 25 | 0.3% | 2.7% | ||
| Q3 25 | 1.9% | 1.9% | ||
| Q2 25 | 1.8% | 2.2% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 0.9% | 2.4% | ||
| Q3 24 | 1.2% | 2.5% | ||
| Q2 24 | 0.9% | 8.0% | ||
| Q1 24 | 1.4% | 5.1% |
现金转化率ALRMAMWD
| Q4 25 | 1.04× | 1.83× | ||
| Q3 25 | 2.01× | 2.27× | ||
| Q2 25 | 0.66× | 1.75× | ||
| Q1 25 | 0.87× | 0.66× | ||
| Q4 24 | 1.87× | 0.43× | ||
| Q3 24 | 2.11× | 1.38× | ||
| Q2 24 | 0.69× | 1.62× | ||
| Q1 24 | 2.11× | 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
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
