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AMERICAN WOODMARK CORP（AMWD）与Asana, Inc.（ASAN）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Asana, Inc.的2.0倍（$394.6M vs $201.0M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -34.0%，领先35.6%），Asana, Inc.同比增速更快（9.3% vs -12.8%），Asana, Inc.自由现金流更多（$15.5M vs $638.0K），过去两年Asana, Inc.的营收复合增速更高（8.4% 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。
Asana是一家总部位于美国旧金山的软件企业，由达斯汀·莫斯科维茨和贾斯汀·罗森斯坦于2008年创立，核心产品是同名工作管理平台，支持网页端与移动端使用，可帮助团队梳理、跟踪及统筹各类工作事项，2012年4月正式商业化推出，2020年9月直接上市，当时估值达55亿美元。
AMWD vs ASAN — 直观对比
营收规模更大
AMWD
是对方的2.0倍
$201.0M
营收增速更快
ASAN
高出22.1%
-12.8%
净利率更高
AMWD
高出35.6%
-34.0%
自由现金流更多
ASAN
多$14.9M
$638.0K
两年增速更快
ASAN
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $201.0M |
| 净利润 | $6.1M | $-68.4M |
| 毛利率 | 15.2% | 88.9% |
| 营业利润率 | 3.1% | -34.8% |
| 净利率 | 1.5% | -34.0% |
| 营收同比 | -12.8% | 9.3% |
| 净利润同比 | -78.0% | -19.4% |
| 每股收益（稀释后） | $0.42 | $-0.29 |
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AMWDASAN
| Q4 25 | $394.6M | $201.0M | ||
| Q3 25 | $403.0M | $196.9M | ||
| Q2 25 | $400.4M | $187.3M | ||
| Q1 25 | $397.6M | $188.3M | ||
| Q4 24 | $452.5M | $183.9M | ||
| Q3 24 | $459.1M | $179.2M | ||
| Q2 24 | $453.3M | $172.4M | ||
| Q1 24 | $422.1M | $171.1M |
净利润AMWDASAN
| Q4 25 | $6.1M | $-68.4M | ||
| Q3 25 | $14.6M | $-48.4M | ||
| Q2 25 | $25.6M | $-40.0M | ||
| Q1 25 | $16.6M | $-62.3M | ||
| Q4 24 | $27.7M | $-57.3M | ||
| Q3 24 | $29.6M | $-72.2M | ||
| Q2 24 | $26.8M | $-63.7M | ||
| Q1 24 | $21.2M | $-62.4M |
毛利率AMWDASAN
| Q4 25 | 15.2% | 88.9% | ||
| Q3 25 | 16.7% | 89.7% | ||
| Q2 25 | 17.0% | 89.7% | ||
| Q1 25 | 15.0% | 89.6% | ||
| Q4 24 | 18.9% | 89.2% | ||
| Q3 24 | 20.2% | 88.8% | ||
| Q2 24 | 18.6% | 89.7% | ||
| Q1 24 | 19.2% | 89.8% |
营业利润率AMWDASAN
| Q4 25 | 3.1% | -34.8% | ||
| Q3 25 | 5.0% | -25.1% | ||
| Q2 25 | 7.4% | -23.4% | ||
| Q1 25 | 5.3% | -33.8% | ||
| Q4 24 | 9.4% | -32.7% | ||
| Q3 24 | 10.2% | -42.9% | ||
| Q2 24 | 8.4% | -38.4% | ||
| Q1 24 | 6.6% | -39.7% |
净利率AMWDASAN
| Q4 25 | 1.5% | -34.0% | ||
| Q3 25 | 3.6% | -24.6% | ||
| Q2 25 | 6.4% | -21.4% | ||
| Q1 25 | 4.2% | -33.1% | ||
| Q4 24 | 6.1% | -31.2% | ||
| Q3 24 | 6.5% | -40.3% | ||
| Q2 24 | 5.9% | -37.0% | ||
| Q1 24 | 5.0% | -36.5% |
每股收益（稀释后）AMWDASAN
| Q4 25 | $0.42 | $-0.29 | ||
| Q3 25 | $1.00 | $-0.20 | ||
| Q2 25 | $1.73 | $-0.17 | ||
| Q1 25 | $1.09 | $-0.27 | ||
| Q4 24 | $1.79 | $-0.25 | ||
| Q3 24 | $1.89 | $-0.31 | ||
| Q2 24 | $1.70 | $-0.28 | ||
| Q1 24 | $1.32 | $-0.28 |
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 | $183.5M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $188.4M |
| 总资产 | $1.6B | $840.4M |
| 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AMWDASAN
| Q4 25 | $52.1M | $183.5M | ||
| Q3 25 | $54.9M | $184.1M | ||
| Q2 25 | $48.2M | $193.8M | ||
| Q1 25 | $43.5M | $184.7M | ||
| Q4 24 | $56.7M | $196.8M | ||
| Q3 24 | $89.3M | $219.4M | ||
| Q2 24 | $87.4M | $222.0M | ||
| Q1 24 | $97.8M | $236.7M |
总债务AMWDASAN
| 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 | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDASAN
| Q4 25 | $928.2M | $188.4M | ||
| Q3 25 | $920.3M | $224.6M | ||
| Q2 25 | $916.0M | $236.3M | ||
| Q1 25 | $919.6M | $227.5M | ||
| Q4 24 | $915.1M | $239.3M | ||
| Q3 24 | $913.8M | $291.9M | ||
| Q2 24 | $910.4M | $319.9M | ||
| Q1 24 | $896.9M | $326.4M |
总资产AMWDASAN
| Q4 25 | $1.6B | $840.4M | ||
| Q3 25 | $1.6B | $883.2M | ||
| Q2 25 | $1.6B | $877.1M | ||
| Q1 25 | $1.6B | $891.4M | ||
| Q4 24 | $1.6B | $874.2M | ||
| Q3 24 | $1.6B | $945.4M | ||
| Q2 24 | $1.6B | $978.2M | ||
| Q1 24 | $1.6B | $962.0M |
负债/权益比AMWDASAN
| 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× | — | ||
| 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 | $16.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $15.5M |
| 自由现金流率自由现金流/营收 | 0.2% | 7.7% |
| 资本支出强度资本支出/营收 | 2.7% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.83× | — |
| 过去12个月自由现金流最近4个季度 | $64.0M | $74.5M |
8季度趋势，按日历期对齐
经营现金流AMWDASAN
| Q4 25 | $11.2M | $16.2M | ||
| Q3 25 | $33.1M | $39.8M | ||
| Q2 25 | $44.8M | $6.8M | ||
| Q1 25 | $11.0M | $15.9M | ||
| Q4 24 | $11.9M | $-14.9M | ||
| Q3 24 | $40.8M | $15.9M | ||
| Q2 24 | $43.3M | $-1.9M | ||
| Q1 24 | $43.7M | $-15.3M |
自由现金流AMWDASAN
| Q4 25 | $638.0K | $15.5M | ||
| Q3 25 | $25.3M | $38.5M | ||
| Q2 25 | $35.8M | $6.1M | ||
| Q1 25 | $2.3M | $14.3M | ||
| Q4 24 | $1.1M | $-16.3M | ||
| Q3 24 | $29.5M | $14.2M | ||
| Q2 24 | $7.2M | $-2.9M | ||
| Q1 24 | $22.1M | $-15.8M |
自由现金流率AMWDASAN
| Q4 25 | 0.2% | 7.7% | ||
| Q3 25 | 6.3% | 19.6% | ||
| Q2 25 | 8.9% | 3.3% | ||
| Q1 25 | 0.6% | 7.6% | ||
| Q4 24 | 0.2% | -8.8% | ||
| Q3 24 | 6.4% | 7.9% | ||
| Q2 24 | 1.6% | -1.7% | ||
| Q1 24 | 5.2% | -9.3% |
资本支出强度AMWDASAN
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 2.2% | 0.3% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 2.4% | 0.7% | ||
| Q3 24 | 2.5% | 0.9% | ||
| Q2 24 | 8.0% | 0.6% | ||
| Q1 24 | 5.1% | 0.3% |
现金转化率AMWDASAN
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 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
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
ASAN
| US | $118.5M | 59% |
| Non Us | $82.5M | 41% |
