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Antero Midstream Corp(AM)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Antero Midstream Corp的1.4倍($394.6M vs $291.1M),Antero Midstream Corp净利率更高(41.5% vs 1.5%,领先39.9%),Antero Midstream Corp同比增速更快(-7.3% vs -12.8%),Antero Midstream Corp自由现金流更多($186.9M vs $638.0K),过去两年Antero Midstream Corp的营收复合增速更高(3.9% vs -3.3%)
Antero Midstream Corp是美国能源企业,注册地为特拉华州,总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地,采用水力压裂技术开采,核心业务涵盖油气勘探开发相关领域。
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。
AM vs AMWD — 直观对比
营收规模更大
AMWD
是对方的1.4倍
$291.1M
营收增速更快
AM
高出5.4%
-12.8%
净利率更高
AM
高出39.9%
1.5%
自由现金流更多
AM
多$186.3M
$638.0K
两年增速更快
AM
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $291.1M | $394.6M |
| 净利润 | $120.7M | $6.1M |
| 毛利率 | — | 15.2% |
| 营业利润率 | 60.9% | 3.1% |
| 净利率 | 41.5% | 1.5% |
| 营收同比 | -7.3% | -12.8% |
| 净利润同比 | 2.1% | -78.0% |
| 每股收益(稀释后) | $0.25 | $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
AM
AMWD
| Q1 26 | $291.1M | — | ||
| Q4 25 | $297.0M | $394.6M | ||
| Q3 25 | $294.8M | $403.0M | ||
| Q2 25 | $305.5M | $400.4M | ||
| Q1 25 | $291.1M | $397.6M | ||
| Q4 24 | $287.5M | $452.5M | ||
| Q3 24 | $269.9M | $459.1M | ||
| Q2 24 | $269.8M | $453.3M |
净利润
AM
AMWD
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $6.1M | ||
| Q3 25 | $116.0M | $14.6M | ||
| Q2 25 | $124.5M | $25.6M | ||
| Q1 25 | $120.7M | $16.6M | ||
| Q4 24 | $111.2M | $27.7M | ||
| Q3 24 | $99.7M | $29.6M | ||
| Q2 24 | $86.0M | $26.8M |
毛利率
AM
AMWD
| Q1 26 | — | — | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 18.6% |
营业利润率
AM
AMWD
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 3.1% | ||
| Q3 25 | 61.2% | 5.0% | ||
| Q2 25 | 61.0% | 7.4% | ||
| Q1 25 | 60.9% | 5.3% | ||
| Q4 24 | 61.8% | 9.4% | ||
| Q3 24 | 60.2% | 10.2% | ||
| Q2 24 | 56.6% | 8.4% |
净利率
AM
AMWD
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 1.5% | ||
| Q3 25 | 39.3% | 3.6% | ||
| Q2 25 | 40.8% | 6.4% | ||
| Q1 25 | 41.5% | 4.2% | ||
| Q4 24 | 38.7% | 6.1% | ||
| Q3 24 | 37.0% | 6.5% | ||
| Q2 24 | 31.9% | 5.9% |
每股收益(稀释后)
AM
AMWD
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.42 | ||
| Q3 25 | $0.24 | $1.00 | ||
| Q2 25 | $0.26 | $1.73 | ||
| Q1 25 | $0.25 | $1.09 | ||
| Q4 24 | $0.23 | $1.79 | ||
| Q3 24 | $0.21 | $1.89 | ||
| Q2 24 | $0.18 | $1.70 |
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 | $180.4M | $52.1M |
| 总债务越低越好 | $3.2B | $363.3M |
| 股东权益账面价值 | $2.0B | $928.2M |
| 总资产 | $5.9B | $1.6B |
| 负债/权益比越低杠杆越低 | 1.63× | 0.39× |
8季度趋势,按日历期对齐
现金及短期投资
AM
AMWD
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $52.1M | ||
| Q3 25 | — | $54.9M | ||
| Q2 25 | — | $48.2M | ||
| Q1 25 | — | $43.5M | ||
| Q4 24 | — | $56.7M | ||
| Q3 24 | — | $89.3M | ||
| Q2 24 | — | $87.4M |
总债务
AM
AMWD
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $363.3M | ||
| Q3 25 | $3.0B | $364.8M | ||
| Q2 25 | $3.0B | $365.8M | ||
| Q1 25 | $3.1B | $367.3M | ||
| Q4 24 | $3.1B | $368.0M | ||
| Q3 24 | $3.2B | $372.2M | ||
| Q2 24 | $3.2B | $371.8M |
股东权益
AM
AMWD
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $928.2M | ||
| Q3 25 | $2.1B | $920.3M | ||
| Q2 25 | $2.1B | $916.0M | ||
| Q1 25 | $2.1B | $919.6M | ||
| Q4 24 | $2.1B | $915.1M | ||
| Q3 24 | $2.1B | $913.8M | ||
| Q2 24 | $2.1B | $910.4M |
总资产
AM
AMWD
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.6B | ||
| Q3 25 | $5.7B | $1.6B | ||
| Q2 25 | $5.7B | $1.6B | ||
| Q1 25 | $5.8B | $1.6B | ||
| Q4 24 | $5.8B | $1.6B | ||
| Q3 24 | $5.8B | $1.6B | ||
| Q2 24 | $5.8B | $1.6B |
负债/权益比
AM
AMWD
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 0.39× | ||
| Q3 25 | 1.46× | 0.40× | ||
| Q2 25 | 1.45× | 0.40× | ||
| Q1 25 | 1.49× | 0.40× | ||
| Q4 24 | 1.47× | 0.40× | ||
| Q3 24 | 1.49× | 0.41× | ||
| Q2 24 | 1.50× | 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 | $198.9M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $186.9M | $638.0K |
| 自由现金流率自由现金流/营收 | 64.2% | 0.2% |
| 资本支出强度资本支出/营收 | 11.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.65× | 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
AM
AMWD
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $11.2M | ||
| Q3 25 | $212.8M | $33.1M | ||
| Q2 25 | $265.2M | $44.8M | ||
| Q1 25 | $198.9M | $11.0M | ||
| Q4 24 | $232.7M | $11.9M | ||
| Q3 24 | $184.9M | $40.8M | ||
| Q2 24 | $215.8M | $43.3M |
自由现金流
AM
AMWD
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $638.0K | ||
| Q3 25 | — | $25.3M | ||
| Q2 25 | — | $35.8M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $1.1M | ||
| Q3 24 | $184.3M | $29.5M | ||
| Q2 24 | $147.2M | $7.2M |
自由现金流率
AM
AMWD
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 68.3% | 6.4% | ||
| Q2 24 | 54.6% | 1.6% |
资本支出强度
AM
AMWD
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 0.0% | 2.4% | ||
| Q3 24 | 0.2% | 2.5% | ||
| Q2 24 | 25.4% | 8.0% |
现金转化率
AM
AMWD
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 1.83× | ||
| Q3 25 | 1.84× | 2.27× | ||
| Q2 25 | 2.13× | 1.75× | ||
| Q1 25 | 1.65× | 0.66× | ||
| Q4 24 | 2.09× | 0.43× | ||
| Q3 24 | 1.85× | 1.38× | ||
| Q2 24 | 2.51× | 1.62× |
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
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |