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安姆科（AMCR）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
安姆科的季度营收约是AMERICAN WOODMARK CORP的13.8倍（$5.4B vs $394.6M）。安姆科净利率更高（3.2% vs 1.5%，领先1.7%）。安姆科同比增速更快（68.1% vs -12.8%）。安姆科自由现金流更多（$282.0M vs $638.0K）。过去两年安姆科的营收复合增速更高（26.4% vs -3.3%）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
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。
AMCR vs AMWD — 直观对比
营收规模更大
AMCR
是对方的13.8倍
$394.6M
营收增速更快
AMCR
高出80.9%
-12.8%
净利率更高
AMCR
高出1.7%
1.5%
自由现金流更多
AMCR
多$281.4M
$638.0K
两年增速更快
AMCR
近两年复合增速
-3.3%
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $394.6M |
| 净利润 | $177.0M | $6.1M |
| 毛利率 | 19.1% | 15.2% |
| 营业利润率 | 6.1% | 3.1% |
| 净利率 | 3.2% | 1.5% |
| 营收同比 | 68.1% | -12.8% |
| 净利润同比 | 8.6% | -78.0% |
| 每股收益（稀释后） | $0.38 | $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AMCRAMWD
| Q4 25 | $5.4B | $394.6M | ||
| Q3 25 | $5.7B | $403.0M | ||
| Q2 25 | $5.1B | $400.4M | ||
| Q1 25 | $3.3B | $397.6M | ||
| Q4 24 | $3.2B | $452.5M | ||
| Q3 24 | $3.4B | $459.1M | ||
| Q2 24 | $3.5B | $453.3M | ||
| Q1 24 | $3.4B | $422.1M |
净利润AMCRAMWD
| Q4 25 | $177.0M | $6.1M | ||
| Q3 25 | $262.0M | $14.6M | ||
| Q2 25 | $-39.0M | $25.6M | ||
| Q1 25 | $196.0M | $16.6M | ||
| Q4 24 | $163.0M | $27.7M | ||
| Q3 24 | $191.0M | $29.6M | ||
| Q2 24 | $257.0M | $26.8M | ||
| Q1 24 | $187.0M | $21.2M |
毛利率AMCRAMWD
| Q4 25 | 19.1% | 15.2% | ||
| Q3 25 | 19.6% | 16.7% | ||
| Q2 25 | 17.6% | 17.0% | ||
| Q1 25 | 19.6% | 15.0% | ||
| Q4 24 | 19.3% | 18.9% | ||
| Q3 24 | 19.7% | 20.2% | ||
| Q2 24 | 21.3% | 18.6% | ||
| Q1 24 | 20.3% | 19.2% |
营业利润率AMCRAMWD
| Q4 25 | 6.1% | 3.1% | ||
| Q3 25 | 8.0% | 5.0% | ||
| Q2 25 | 1.7% | 7.4% | ||
| Q1 25 | 9.4% | 5.3% | ||
| Q4 24 | 9.2% | 9.4% | ||
| Q3 24 | 9.3% | 10.2% | ||
| Q2 24 | 11.2% | 8.4% | ||
| Q1 24 | 9.0% | 6.6% |
净利率AMCRAMWD
| Q4 25 | 3.2% | 1.5% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | -0.8% | 6.4% | ||
| Q1 25 | 5.9% | 4.2% | ||
| Q4 24 | 5.0% | 6.1% | ||
| Q3 24 | 5.7% | 6.5% | ||
| Q2 24 | 7.3% | 5.9% | ||
| Q1 24 | 5.5% | 5.0% |
每股收益（稀释后）AMCRAMWD
| Q4 25 | $0.38 | $0.42 | ||
| Q3 25 | $0.11 | $1.00 | ||
| Q2 25 | $-0.06 | $1.73 | ||
| Q1 25 | $0.14 | $1.09 | ||
| Q4 24 | $0.11 | $1.79 | ||
| Q3 24 | $0.13 | $1.89 | ||
| Q2 24 | $0.18 | $1.70 | ||
| Q1 24 | $0.13 | $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 | $1.1B | $52.1M |
| 总债务越低越好 | $14.6B | $363.3M |
| 股东权益账面价值 | $11.6B | $928.2M |
| 总资产 | $37.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资AMCRAMWD
| Q4 25 | $1.1B | $52.1M | ||
| Q3 25 | $825.0M | $54.9M | ||
| Q2 25 | $827.0M | $48.2M | ||
| Q1 25 | $2.0B | $43.5M | ||
| Q4 24 | $445.0M | $56.7M | ||
| Q3 24 | $432.0M | $89.3M | ||
| Q2 24 | $588.0M | $87.4M | ||
| Q1 24 | $457.0M | $97.8M |
总债务AMCRAMWD
| Q4 25 | $14.6B | $363.3M | ||
| Q3 25 | $12.8B | $364.8M | ||
| Q2 25 | $13.8B | $365.8M | ||
| Q1 25 | $8.6B | $367.3M | ||
| Q4 24 | $6.8B | $368.0M | ||
| Q3 24 | $7.2B | $372.2M | ||
| Q2 24 | $6.6B | $371.8M | ||
| Q1 24 | $7.1B | $371.3M |
股东权益AMCRAMWD
| Q4 25 | $11.6B | $928.2M | ||
| Q3 25 | $11.7B | $920.3M | ||
| Q2 25 | $11.7B | $916.0M | ||
| Q1 25 | $3.9B | $919.6M | ||
| Q4 24 | $3.8B | $915.1M | ||
| Q3 24 | $3.9B | $913.8M | ||
| Q2 24 | $3.9B | $910.4M | ||
| Q1 24 | $3.9B | $896.9M |
总资产AMCRAMWD
| Q4 25 | $37.0B | $1.6B | ||
| Q3 25 | $37.1B | $1.6B | ||
| Q2 25 | $37.1B | $1.6B | ||
| Q1 25 | $18.0B | $1.6B | ||
| Q4 24 | $16.2B | $1.6B | ||
| Q3 24 | $16.9B | $1.6B | ||
| Q2 24 | $16.5B | $1.6B | ||
| Q1 24 | $16.7B | $1.6B |
负债/权益比AMCRAMWD
| Q4 25 | 1.26× | 0.39× | ||
| Q3 25 | 1.09× | 0.40× | ||
| Q2 25 | 1.18× | 0.40× | ||
| Q1 25 | 2.24× | 0.40× | ||
| Q4 24 | 1.81× | 0.40× | ||
| Q3 24 | 1.83× | 0.41× | ||
| Q2 24 | 1.70× | 0.41× | ||
| Q1 24 | 1.79× | 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 | $503.0M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $638.0K |
| 自由现金流率自由现金流/营收 | 5.2% | 0.2% |
| 资本支出强度资本支出/营收 | 4.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 2.84× | 1.83× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $64.0M |
8季度趋势，按日历期对齐
经营现金流AMCRAMWD
| Q4 25 | $503.0M | $11.2M | ||
| Q3 25 | $-133.0M | $33.1M | ||
| Q2 25 | $1.1B | $44.8M | ||
| Q1 25 | $117.0M | $11.0M | ||
| Q4 24 | $428.0M | $11.9M | ||
| Q3 24 | $-269.0M | $40.8M | ||
| Q2 24 | $943.0M | $43.3M | ||
| Q1 24 | $150.0M | $43.7M |
自由现金流AMCRAMWD
| Q4 25 | $282.0M | $638.0K | ||
| Q3 25 | $-371.0M | $25.3M | ||
| Q2 25 | $894.0M | $35.8M | ||
| Q1 25 | $0 | $2.3M | ||
| Q4 24 | $330.0M | $1.1M | ||
| Q3 24 | $-414.0M | $29.5M | ||
| Q2 24 | $809.0M | $7.2M | ||
| Q1 24 | $37.0M | $22.1M |
自由现金流率AMCRAMWD
| Q4 25 | 5.2% | 0.2% | ||
| Q3 25 | -6.5% | 6.3% | ||
| Q2 25 | 17.6% | 8.9% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 10.2% | 0.2% | ||
| Q3 24 | -12.3% | 6.4% | ||
| Q2 24 | 22.9% | 1.6% | ||
| Q1 24 | 1.1% | 5.2% |
资本支出强度AMCRAMWD
| Q4 25 | 4.1% | 2.7% | ||
| Q3 25 | 4.1% | 1.9% | ||
| Q2 25 | 4.3% | 2.2% | ||
| Q1 25 | 3.5% | 2.2% | ||
| Q4 24 | 3.0% | 2.4% | ||
| Q3 24 | 4.3% | 2.5% | ||
| Q2 24 | 3.8% | 8.0% | ||
| Q1 24 | 3.3% | 5.1% |
现金转化率AMCRAMWD
| Q4 25 | 2.84× | 1.83× | ||
| Q3 25 | -0.51× | 2.27× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 0.60× | 0.66× | ||
| Q4 24 | 2.63× | 0.43× | ||
| Q3 24 | -1.41× | 1.38× | ||
| Q2 24 | 3.67× | 1.62× | ||
| Q1 24 | 0.80× | 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
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
