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AMERICAN WOODMARK CORP（AMWD）与APPFOLIO INC（APPF）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APPFOLIO INC的1.5倍（$394.6M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 1.5%，领先14.6%），APPFOLIO INC同比增速更快（20.4% vs -12.8%），过去两年APPFOLIO INC的营收复合增速更高（15.3% 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。
AppFolio Inc.是一家2006年成立的美国企业，专注服务房地产行业，为客户提供软件即服务（SaaS）类应用产品及相关配套服务，助力房地产相关经营主体优化管理流程、提升运营效率。
AMWD vs APPF — 直观对比
营收规模更大
AMWD
是对方的1.5倍
$262.2M
营收增速更快
APPF
高出33.2%
-12.8%
净利率更高
APPF
高出14.6%
1.5%
两年增速更快
APPF
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $262.2M |
| 净利润 | $6.1M | $42.4M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 19.4% |
| 净利率 | 1.5% | 16.2% |
| 营收同比 | -12.8% | 20.4% |
| 净利润同比 | -78.0% | 35.2% |
| 每股收益（稀释后） | $0.42 | $1.18 |
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AMWDAPPF
| Q1 26 | — | $262.2M | ||
| Q4 25 | $394.6M | $248.2M | ||
| Q3 25 | $403.0M | $249.4M | ||
| Q2 25 | $400.4M | $235.6M | ||
| Q1 25 | $397.6M | $217.7M | ||
| Q4 24 | $452.5M | $203.7M | ||
| Q3 24 | $459.1M | $205.7M | ||
| Q2 24 | $453.3M | $197.4M |
净利润AMWDAPPF
| Q1 26 | — | $42.4M | ||
| Q4 25 | $6.1M | $39.9M | ||
| Q3 25 | $14.6M | $33.6M | ||
| Q2 25 | $25.6M | $36.0M | ||
| Q1 25 | $16.6M | $31.4M | ||
| Q4 24 | $27.7M | $102.7M | ||
| Q3 24 | $29.6M | $33.0M | ||
| Q2 24 | $26.8M | $29.7M |
毛利率AMWDAPPF
| 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AMWDAPPF
| Q1 26 | — | 19.4% | ||
| Q4 25 | 3.1% | 17.6% | ||
| Q3 25 | 5.0% | 14.1% | ||
| Q2 25 | 7.4% | 17.2% | ||
| Q1 25 | 5.3% | 15.5% | ||
| Q4 24 | 9.4% | 11.3% | ||
| Q3 24 | 10.2% | 20.7% | ||
| Q2 24 | 8.4% | 18.3% |
净利率AMWDAPPF
| Q1 26 | — | 16.2% | ||
| Q4 25 | 1.5% | 16.1% | ||
| Q3 25 | 3.6% | 13.5% | ||
| Q2 25 | 6.4% | 15.3% | ||
| Q1 25 | 4.2% | 14.4% | ||
| Q4 24 | 6.1% | 50.4% | ||
| Q3 24 | 6.5% | 16.0% | ||
| Q2 24 | 5.9% | 15.0% |
每股收益（稀释后）AMWDAPPF
| Q1 26 | — | $1.18 | ||
| Q4 25 | $0.42 | $1.10 | ||
| Q3 25 | $1.00 | $0.93 | ||
| Q2 25 | $1.73 | $0.99 | ||
| Q1 25 | $1.09 | $0.86 | ||
| Q4 24 | $1.79 | $2.79 | ||
| Q3 24 | $1.89 | $0.90 | ||
| Q2 24 | $1.70 | $0.81 |
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 | $147.4M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $470.2M |
| 总资产 | $1.6B | $580.6M |
| 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AMWDAPPF
| Q1 26 | — | $147.4M | ||
| Q4 25 | $52.1M | $107.0M | ||
| Q3 25 | $54.9M | $76.1M | ||
| Q2 25 | $48.2M | $73.5M | ||
| Q1 25 | $43.5M | $56.9M | ||
| Q4 24 | $56.7M | $42.5M | ||
| Q3 24 | $89.3M | $62.4M | ||
| Q2 24 | $87.4M | $59.6M |
总债务AMWDAPPF
| Q1 26 | — | — | ||
| 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 | — |
股东权益AMWDAPPF
| Q1 26 | — | $470.2M | ||
| Q4 25 | $928.2M | $542.6M | ||
| Q3 25 | $920.3M | $498.9M | ||
| Q2 25 | $916.0M | $455.6M | ||
| Q1 25 | $919.6M | $462.1M | ||
| Q4 24 | $915.1M | $519.3M | ||
| Q3 24 | $913.8M | $412.8M | ||
| Q2 24 | $910.4M | $371.4M |
总资产AMWDAPPF
| Q1 26 | — | $580.6M | ||
| Q4 25 | $1.6B | $689.0M | ||
| Q3 25 | $1.6B | $640.5M | ||
| Q2 25 | $1.6B | $567.4M | ||
| Q1 25 | $1.6B | $564.7M | ||
| Q4 24 | $1.6B | $626.7M | ||
| Q3 24 | $1.6B | $523.3M | ||
| Q2 24 | $1.6B | $479.3M |
负债/权益比AMWDAPPF
| Q1 26 | — | — | ||
| 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× | — |
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 | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 1.83× | 0.81× |
| 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AMWDAPPF
| Q1 26 | — | $34.3M | ||
| Q4 25 | $11.2M | $65.0M | ||
| Q3 25 | $33.1M | $86.0M | ||
| Q2 25 | $44.8M | $52.6M | ||
| Q1 25 | $11.0M | $38.5M | ||
| Q4 24 | $11.9M | $36.6M | ||
| Q3 24 | $40.8M | $57.8M | ||
| Q2 24 | $43.3M | $50.9M |
自由现金流AMWDAPPF
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $63.7M | ||
| Q3 25 | $25.3M | $84.7M | ||
| Q2 25 | $35.8M | $52.4M | ||
| Q1 25 | $2.3M | $38.2M | ||
| Q4 24 | $1.1M | $36.4M | ||
| Q3 24 | $29.5M | $57.4M | ||
| Q2 24 | $7.2M | $50.8M |
自由现金流率AMWDAPPF
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 25.7% | ||
| Q3 25 | 6.3% | 34.0% | ||
| Q2 25 | 8.9% | 22.2% | ||
| Q1 25 | 0.6% | 17.6% | ||
| Q4 24 | 0.2% | 17.9% | ||
| Q3 24 | 6.4% | 27.9% | ||
| Q2 24 | 1.6% | 25.8% |
资本支出强度AMWDAPPF
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.5% | ||
| Q3 25 | 1.9% | 0.5% | ||
| Q2 25 | 2.2% | 0.1% | ||
| Q1 25 | 2.2% | 0.1% | ||
| Q4 24 | 2.4% | 0.1% | ||
| Q3 24 | 2.5% | 0.2% | ||
| Q2 24 | 8.0% | 0.0% |
现金转化率AMWDAPPF
| Q1 26 | — | 0.81× | ||
| Q4 25 | 1.83× | 1.63× | ||
| Q3 25 | 2.27× | 2.56× | ||
| Q2 25 | 1.75× | 1.46× | ||
| Q1 25 | 0.66× | 1.23× | ||
| Q4 24 | 0.43× | 0.36× | ||
| Q3 24 | 1.38× | 1.75× | ||
| Q2 24 | 1.62× | 1.71× |
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% |
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
