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AMERICAN WOODMARK CORP（AMWD）与Andersons, Inc.（ANDE）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Andersons, Inc.的1.2倍（$394.6M vs $329.5M），Andersons, Inc.净利率更高（20.5% vs 1.5%，领先18.9%），Andersons, Inc.同比增速更快（-2.4% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-77.1M），过去两年Andersons, Inc.的营收复合增速更高（-1.8% vs -3.3%）
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。
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
AMWD vs ANDE — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$329.5M
营收增速更快
ANDE
高出10.4%
-12.8%
净利率更高
ANDE
高出18.9%
1.5%
自由现金流更多
AMWD
多$77.7M
$-77.1M
两年增速更快
ANDE
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $329.5M |
| 净利润 | $6.1M | $67.4M |
| 毛利率 | 15.2% | 70.3% |
| 营业利润率 | 3.1% | 26.6% |
| 净利率 | 1.5% | 20.5% |
| 营收同比 | -12.8% | -2.4% |
| 净利润同比 | -78.0% | 49.6% |
| 每股收益（稀释后） | $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AMWDANDE
| Q4 25 | $394.6M | $329.5M | ||
| Q3 25 | $403.0M | $295.8M | ||
| Q2 25 | $400.4M | $535.0M | ||
| Q1 25 | $397.6M | $370.8M | ||
| Q4 24 | $452.5M | $337.5M | ||
| Q3 24 | $459.1M | $231.9M | ||
| Q2 24 | $453.3M | $492.5M | ||
| Q1 24 | $422.1M | $341.4M |
净利润AMWDANDE
| Q4 25 | $6.1M | $67.4M | ||
| Q3 25 | $14.6M | $20.1M | ||
| Q2 25 | $25.6M | $7.9M | ||
| Q1 25 | $16.6M | $284.0K | ||
| Q4 24 | $27.7M | $45.1M | ||
| Q3 24 | $29.6M | $27.4M | ||
| Q2 24 | $26.8M | $36.0M | ||
| Q1 24 | $21.2M | $5.6M |
毛利率AMWDANDE
| Q4 25 | 15.2% | 70.3% | ||
| Q3 25 | 16.7% | 57.8% | ||
| Q2 25 | 17.0% | 29.6% | ||
| Q1 25 | 15.0% | 41.2% | ||
| Q4 24 | 18.9% | 63.1% | ||
| Q3 24 | 20.2% | 76.4% | ||
| Q2 24 | 18.6% | 35.6% | ||
| Q1 24 | 19.2% | 37.6% |
营业利润率AMWDANDE
| Q4 25 | 3.1% | 26.6% | ||
| Q3 25 | 5.0% | 8.7% | ||
| Q2 25 | 7.4% | 4.6% | ||
| Q1 25 | 5.3% | 0.9% | ||
| Q4 24 | 9.4% | 19.9% | ||
| Q3 24 | 10.2% | 26.8% | ||
| Q2 24 | 8.4% | 11.6% | ||
| Q1 24 | 6.6% | 4.1% |
净利率AMWDANDE
| Q4 25 | 1.5% | 20.5% | ||
| Q3 25 | 3.6% | 6.8% | ||
| Q2 25 | 6.4% | 1.5% | ||
| Q1 25 | 4.2% | 0.1% | ||
| Q4 24 | 6.1% | 13.4% | ||
| Q3 24 | 6.5% | 11.8% | ||
| Q2 24 | 5.9% | 7.3% | ||
| Q1 24 | 5.0% | 1.6% |
每股收益（稀释后）AMWDANDE
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | $0.59 | ||
| Q2 25 | $1.73 | $0.23 | ||
| Q1 25 | $1.09 | $0.01 | ||
| Q4 24 | $1.79 | $1.31 | ||
| Q3 24 | $1.89 | $0.80 | ||
| Q2 24 | $1.70 | $1.05 | ||
| Q1 24 | $1.32 | $0.16 |
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 | $52.1M | $98.3M |
| 总债务越低越好 | $363.3M | $560.0M |
| 股东权益账面价值 | $928.2M | $1.2B |
| 总资产 | $1.6B | $3.7B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资AMWDANDE
| Q4 25 | $52.1M | $98.3M | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $561.8M | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — | ||
| Q1 24 | $97.8M | — |
总债务AMWDANDE
| Q4 25 | $363.3M | $560.0M | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $608.2M | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDANDE
| Q4 25 | $928.2M | $1.2B | ||
| Q3 25 | $920.3M | $1.2B | ||
| Q2 25 | $916.0M | $1.4B | ||
| Q1 25 | $919.6M | $1.4B | ||
| Q4 24 | $915.1M | $1.4B | ||
| Q3 24 | $913.8M | $1.3B | ||
| Q2 24 | $910.4M | $1.3B | ||
| Q1 24 | $896.9M | $1.3B |
总资产AMWDANDE
| Q4 25 | $1.6B | $3.7B | ||
| Q3 25 | $1.6B | $3.3B | ||
| Q2 25 | $1.6B | $3.4B | ||
| Q1 25 | $1.6B | $3.8B | ||
| Q4 24 | $1.6B | $4.1B | ||
| Q3 24 | $1.6B | $3.4B | ||
| Q2 24 | $1.6B | $3.3B | ||
| Q1 24 | $1.6B | $3.3B |
负债/权益比AMWDANDE
| Q4 25 | 0.39× | 0.45× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 0.45× | ||
| 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 | $11.2M | $-6.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-77.1M |
| 自由现金流率自由现金流/营收 | 0.2% | -23.4% |
| 资本支出强度资本支出/营收 | 2.7% | 21.5% |
| 现金转化率经营现金流/净利润 | 1.83× | -0.09× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-56.1M |
8季度趋势，按日历期对齐
经营现金流AMWDANDE
| Q4 25 | $11.2M | $-6.2M | ||
| Q3 25 | $33.1M | $233.9M | ||
| Q2 25 | $44.8M | $299.3M | ||
| Q1 25 | $11.0M | $-350.0M | ||
| Q4 24 | $11.9M | $268.8M | ||
| Q3 24 | $40.8M | $-2.1M | ||
| Q2 24 | $43.3M | $304.4M | ||
| Q1 24 | $43.7M | $-239.6M |
自由现金流AMWDANDE
| Q4 25 | $638.0K | $-77.1M | ||
| Q3 25 | $25.3M | $167.0M | ||
| Q2 25 | $35.8M | $250.5M | ||
| Q1 25 | $2.3M | $-396.6M | ||
| Q4 24 | $1.1M | $212.9M | ||
| Q3 24 | $29.5M | $-40.0M | ||
| Q2 24 | $7.2M | $275.8M | ||
| Q1 24 | $22.1M | $-266.4M |
自由现金流率AMWDANDE
| Q4 25 | 0.2% | -23.4% | ||
| Q3 25 | 6.3% | 56.5% | ||
| Q2 25 | 8.9% | 46.8% | ||
| Q1 25 | 0.6% | -106.9% | ||
| Q4 24 | 0.2% | 63.1% | ||
| Q3 24 | 6.4% | -17.2% | ||
| Q2 24 | 1.6% | 56.0% | ||
| Q1 24 | 5.2% | -78.0% |
资本支出强度AMWDANDE
| Q4 25 | 2.7% | 21.5% | ||
| Q3 25 | 1.9% | 22.6% | ||
| Q2 25 | 2.2% | 9.1% | ||
| Q1 25 | 2.2% | 12.6% | ||
| Q4 24 | 2.4% | 16.6% | ||
| Q3 24 | 2.5% | 16.3% | ||
| Q2 24 | 8.0% | 5.8% | ||
| Q1 24 | 5.1% | 7.8% |
现金转化率AMWDANDE
| Q4 25 | 1.83× | -0.09× | ||
| Q3 25 | 2.27× | 11.61× | ||
| Q2 25 | 1.75× | 38.10× | ||
| Q1 25 | 0.66× | -1232.46× | ||
| Q4 24 | 0.43× | 5.96× | ||
| Q3 24 | 1.38× | -0.08× | ||
| Q2 24 | 1.62× | 8.46× | ||
| Q1 24 | 2.06× | -42.94× |
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
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
