vs
AFFILIATED MANAGERS GROUP, INC.(AMG)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
AFFILIATED MANAGERS GROUP, INC.的季度营收约是AMERICAN WOODMARK CORP的1.4倍($556.6M vs $394.6M),AFFILIATED MANAGERS GROUP, INC.净利率更高(62.4% vs 1.5%,领先60.9%),AFFILIATED MANAGERS GROUP, INC.同比增速更快(6.2% vs -12.8%),AFFILIATED MANAGERS GROUP, INC.自由现金流更多($254.5M vs $638.0K),过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高(5.5% vs -3.3%)
Affiliated Managers Group(简称AMG)是一家成立于1993年的美国金融服务企业,总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易,代码为AMG,同时是标普400美国中型企业指数的成份股。
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。
AMG vs AMWD — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $556.6M | $394.6M |
| 净利润 | $347.5M | $6.1M |
| 毛利率 | — | 15.2% |
| 营业利润率 | 94.4% | 3.1% |
| 净利率 | 62.4% | 1.5% |
| 营收同比 | 6.2% | -12.8% |
| 净利润同比 | 114.2% | -78.0% |
| 每股收益(稀释后) | $10.87 | $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
| Q4 25 | $556.6M | $394.6M | ||
| Q3 25 | $528.0M | $403.0M | ||
| Q2 25 | $493.2M | $400.4M | ||
| Q1 25 | $496.6M | $397.6M | ||
| Q4 24 | $524.3M | $452.5M | ||
| Q3 24 | $516.4M | $459.1M | ||
| Q2 24 | $500.3M | $453.3M | ||
| Q1 24 | $499.9M | $422.1M |
| Q4 25 | $347.5M | $6.1M | ||
| Q3 25 | $212.4M | $14.6M | ||
| Q2 25 | $84.3M | $25.6M | ||
| Q1 25 | $72.4M | $16.6M | ||
| Q4 24 | $162.2M | $27.7M | ||
| Q3 24 | $123.6M | $29.6M | ||
| Q2 24 | $76.0M | $26.8M | ||
| Q1 24 | $149.8M | $21.2M |
| 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% | ||
| Q1 24 | — | 19.2% |
| Q4 25 | 94.4% | 3.1% | ||
| Q3 25 | 68.7% | 5.0% | ||
| Q2 25 | 34.8% | 7.4% | ||
| Q1 25 | 25.5% | 5.3% | ||
| Q4 24 | 52.2% | 9.4% | ||
| Q3 24 | 42.0% | 10.2% | ||
| Q2 24 | 35.6% | 8.4% | ||
| Q1 24 | 50.8% | 6.6% |
| Q4 25 | 62.4% | 1.5% | ||
| Q3 25 | 40.2% | 3.6% | ||
| Q2 25 | 17.1% | 6.4% | ||
| Q1 25 | 14.6% | 4.2% | ||
| Q4 24 | 30.9% | 6.1% | ||
| Q3 24 | 23.9% | 6.5% | ||
| Q2 24 | 15.2% | 5.9% | ||
| Q1 24 | 30.0% | 5.0% |
| Q4 25 | $10.87 | $0.42 | ||
| Q3 25 | $6.87 | $1.00 | ||
| Q2 25 | $2.80 | $1.73 | ||
| Q1 25 | $2.20 | $1.09 | ||
| Q4 24 | $4.95 | $1.79 | ||
| Q3 24 | $3.78 | $1.89 | ||
| Q2 24 | $2.26 | $1.70 | ||
| Q1 24 | $4.14 | $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 | $586.0M | $52.1M |
| 总债务越低越好 | $2.7B | $363.3M |
| 股东权益账面价值 | $3.2B | $928.2M |
| 总资产 | $9.2B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.39× |
8季度趋势,按日历期对齐
| Q4 25 | $586.0M | $52.1M | ||
| Q3 25 | $476.1M | $54.9M | ||
| Q2 25 | $361.0M | $48.2M | ||
| Q1 25 | $816.5M | $43.5M | ||
| Q4 24 | $950.0M | $56.7M | ||
| Q3 24 | $1.0B | $89.3M | ||
| Q2 24 | $865.5M | $87.4M | ||
| Q1 24 | $793.4M | $97.8M |
| Q4 25 | $2.7B | $363.3M | ||
| Q3 25 | $2.4B | $364.8M | ||
| Q2 25 | $2.6B | $365.8M | ||
| Q1 25 | $2.6B | $367.3M | ||
| Q4 24 | $2.6B | $368.0M | ||
| Q3 24 | $2.6B | $372.2M | ||
| Q2 24 | $2.5B | $371.8M | ||
| Q1 24 | $2.5B | $371.3M |
| Q4 25 | $3.2B | $928.2M | ||
| Q3 25 | $3.3B | $920.3M | ||
| Q2 25 | $3.2B | $916.0M | ||
| Q1 25 | $3.2B | $919.6M | ||
| Q4 24 | $3.3B | $915.1M | ||
| Q3 24 | $3.3B | $913.8M | ||
| Q2 24 | $3.3B | $910.4M | ||
| Q1 24 | $3.6B | $896.9M |
| Q4 25 | $9.2B | $1.6B | ||
| Q3 25 | $8.9B | $1.6B | ||
| Q2 25 | $8.8B | $1.6B | ||
| Q1 25 | $8.7B | $1.6B | ||
| Q4 24 | $8.8B | $1.6B | ||
| Q3 24 | $8.9B | $1.6B | ||
| Q2 24 | $8.8B | $1.6B | ||
| Q1 24 | $9.0B | $1.6B |
| Q4 25 | 0.83× | 0.39× | ||
| Q3 25 | 0.71× | 0.40× | ||
| Q2 25 | 0.81× | 0.40× | ||
| Q1 25 | 0.82× | 0.40× | ||
| Q4 24 | 0.78× | 0.40× | ||
| Q3 24 | 0.79× | 0.41× | ||
| Q2 24 | 0.76× | 0.41× | ||
| Q1 24 | 0.70× | 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 | $256.4M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $638.0K |
| 自由现金流率自由现金流/营收 | 45.7% | 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 | 0.74× | 1.83× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $64.0M |
8季度趋势,按日历期对齐
| Q4 25 | $256.4M | $11.2M | ||
| Q3 25 | $277.1M | $33.1M | ||
| Q2 25 | $230.8M | $44.8M | ||
| Q1 25 | $208.9M | $11.0M | ||
| Q4 24 | $212.5M | $11.9M | ||
| Q3 24 | $265.2M | $40.8M | ||
| Q2 24 | $245.2M | $43.3M | ||
| Q1 24 | $209.2M | $43.7M |
| Q4 25 | $254.5M | $638.0K | ||
| Q3 25 | $275.9M | $25.3M | ||
| Q2 25 | $229.4M | $35.8M | ||
| Q1 25 | $207.3M | $2.3M | ||
| Q4 24 | $211.4M | $1.1M | ||
| Q3 24 | $264.5M | $29.5M | ||
| Q2 24 | $244.6M | $7.2M | ||
| Q1 24 | $208.2M | $22.1M |
| Q4 25 | 45.7% | 0.2% | ||
| Q3 25 | 52.3% | 6.3% | ||
| Q2 25 | 46.5% | 8.9% | ||
| Q1 25 | 41.7% | 0.6% | ||
| Q4 24 | 40.3% | 0.2% | ||
| Q3 24 | 51.2% | 6.4% | ||
| Q2 24 | 48.9% | 1.6% | ||
| Q1 24 | 41.6% | 5.2% |
| Q4 25 | 0.3% | 2.7% | ||
| Q3 25 | 0.2% | 1.9% | ||
| Q2 25 | 0.3% | 2.2% | ||
| Q1 25 | 0.3% | 2.2% | ||
| Q4 24 | 0.2% | 2.4% | ||
| Q3 24 | 0.1% | 2.5% | ||
| Q2 24 | 0.1% | 8.0% | ||
| Q1 24 | 0.2% | 5.1% |
| Q4 25 | 0.74× | 1.83× | ||
| Q3 25 | 1.30× | 2.27× | ||
| Q2 25 | 2.74× | 1.75× | ||
| Q1 25 | 2.89× | 0.66× | ||
| Q4 24 | 1.31× | 0.43× | ||
| Q3 24 | 2.15× | 1.38× | ||
| Q2 24 | 3.23× | 1.62× | ||
| Q1 24 | 1.40× | 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
AMG
暂无分部数据
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |