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AMERICAN WOODMARK CORP（AMWD）与亚什兰（ASH）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是亚什兰的1.0倍（$394.6M vs $386.0M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -3.1%，领先4.7%），亚什兰同比增速更快（-4.7% vs -12.8%），亚什兰自由现金流更多（$111.0M vs $638.0K），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -18.1%）
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。
亚什兰是一家总部位于美国特拉华州威尔明顿的化工企业，1924年始创于肯塔基州亚什兰市，最初以炼油业务起家，1994年迁至现总部。公司拥有多个业务板块，覆盖化工中间体与溶剂、复合材料、工业特种化学品、个人及家居护理、制药、食品饮料以及农业相关领域，2017年之前曾是胜牌润滑油的主要生产商。
AMWD vs ASH — 直观对比
营收规模更大
AMWD
是对方的1.0倍
$386.0M
营收增速更快
ASH
高出8.1%
-12.8%
净利率更高
AMWD
高出4.7%
-3.1%
自由现金流更多
ASH
多$110.4M
$638.0K
两年增速更快
AMWD
近两年复合增速
-18.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $386.0M |
| 净利润 | $6.1M | $-12.0M |
| 毛利率 | 15.2% | 27.2% |
| 营业利润率 | 3.1% | -1.6% |
| 净利率 | 1.5% | -3.1% |
| 营收同比 | -12.8% | -4.7% |
| 净利润同比 | -78.0% | 92.7% |
| 每股收益（稀释后） | $0.42 | $-0.26 |
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AMWDASH
| Q4 25 | $394.6M | $386.0M | ||
| Q3 25 | $403.0M | $477.0M | ||
| Q2 25 | $400.4M | $463.0M | ||
| Q1 25 | $397.6M | $479.0M | ||
| Q4 24 | $452.5M | $405.0M | ||
| Q3 24 | $459.1M | $521.0M | ||
| Q2 24 | $453.3M | $544.0M | ||
| Q1 24 | $422.1M | $575.0M |
净利润AMWDASH
| Q4 25 | $6.1M | $-12.0M | ||
| Q3 25 | $14.6M | $31.0M | ||
| Q2 25 | $25.6M | $-742.0M | ||
| Q1 25 | $16.6M | $31.0M | ||
| Q4 24 | $27.7M | $-165.0M | ||
| Q3 24 | $29.6M | $17.0M | ||
| Q2 24 | $26.8M | $6.0M | ||
| Q1 24 | $21.2M | $120.0M |
毛利率AMWDASH
| Q4 25 | 15.2% | 27.2% | ||
| Q3 25 | 16.7% | 33.3% | ||
| Q2 25 | 17.0% | 28.5% | ||
| Q1 25 | 15.0% | 30.7% | ||
| Q4 24 | 18.9% | 27.4% | ||
| Q3 24 | 20.2% | 33.2% | ||
| Q2 24 | 18.6% | 34.2% | ||
| Q1 24 | 19.2% | 28.0% |
营业利润率AMWDASH
| Q4 25 | 3.1% | -1.6% | ||
| Q3 25 | 5.0% | 12.8% | ||
| Q2 25 | 7.4% | -152.9% | ||
| Q1 25 | 5.3% | 10.6% | ||
| Q4 24 | 9.4% | -44.2% | ||
| Q3 24 | 10.2% | 6.1% | ||
| Q2 24 | 8.4% | -11.2% | ||
| Q1 24 | 6.6% | 3.7% |
净利率AMWDASH
| Q4 25 | 1.5% | -3.1% | ||
| Q3 25 | 3.6% | 6.5% | ||
| Q2 25 | 6.4% | -160.3% | ||
| Q1 25 | 4.2% | 6.5% | ||
| Q4 24 | 6.1% | -40.7% | ||
| Q3 24 | 6.5% | 3.3% | ||
| Q2 24 | 5.9% | 1.1% | ||
| Q1 24 | 5.0% | 20.9% |
每股收益（稀释后）AMWDASH
| Q4 25 | $0.42 | $-0.26 | ||
| Q3 25 | $1.00 | $0.83 | ||
| Q2 25 | $1.73 | $-16.21 | ||
| Q1 25 | $1.09 | $0.65 | ||
| Q4 24 | $1.79 | $-3.50 | ||
| Q3 24 | $1.89 | $0.34 | ||
| Q2 24 | $1.70 | $0.12 | ||
| Q1 24 | $1.32 | $2.39 |
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 | $304.0M |
| 总债务越低越好 | $363.3M | $1.4B |
| 股东权益账面价值 | $928.2M | $1.9B |
| 总资产 | $1.6B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.74× |
8季度趋势，按日历期对齐
现金及短期投资AMWDASH
| Q4 25 | $52.1M | $304.0M | ||
| Q3 25 | $54.9M | $215.0M | ||
| Q2 25 | $48.2M | $207.0M | ||
| Q1 25 | $43.5M | $168.0M | ||
| Q4 24 | $56.7M | $219.0M | ||
| Q3 24 | $89.3M | $300.0M | ||
| Q2 24 | $87.4M | $399.0M | ||
| Q1 24 | $97.8M | $439.0M |
总债务AMWDASH
| Q4 25 | $363.3M | $1.4B | ||
| Q3 25 | $364.8M | $1.4B | ||
| Q2 25 | $365.8M | $1.4B | ||
| Q1 25 | $367.3M | $1.3B | ||
| Q4 24 | $368.0M | $1.3B | ||
| Q3 24 | $372.2M | $1.3B | ||
| Q2 24 | $371.8M | $1.3B | ||
| Q1 24 | $371.3M | $1.3B |
股东权益AMWDASH
| Q4 25 | $928.2M | $1.9B | ||
| Q3 25 | $920.3M | $1.9B | ||
| Q2 25 | $916.0M | $1.9B | ||
| Q1 25 | $919.6M | $2.6B | ||
| Q4 24 | $915.1M | $2.6B | ||
| Q3 24 | $913.8M | $2.9B | ||
| Q2 24 | $910.4M | $3.0B | ||
| Q1 24 | $896.9M | $3.1B |
总资产AMWDASH
| Q4 25 | $1.6B | $4.5B | ||
| Q3 25 | $1.6B | $4.6B | ||
| Q2 25 | $1.6B | $4.6B | ||
| Q1 25 | $1.6B | $5.2B | ||
| Q4 24 | $1.6B | $5.2B | ||
| Q3 24 | $1.6B | $5.6B | ||
| Q2 24 | $1.6B | $5.7B | ||
| Q1 24 | $1.6B | $5.9B |
负债/权益比AMWDASH
| Q4 25 | 0.39× | 0.74× | ||
| Q3 25 | 0.40× | 0.73× | ||
| Q2 25 | 0.40× | 0.73× | ||
| Q1 25 | 0.40× | 0.52× | ||
| Q4 24 | 0.40× | 0.51× | ||
| Q3 24 | 0.41× | 0.47× | ||
| Q2 24 | 0.41× | 0.45× | ||
| Q1 24 | 0.41× | 0.42× |
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 | $125.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $111.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 28.8% |
| 资本支出强度资本支出/营收 | 2.7% | 3.6% |
| 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 | $200.0M |
8季度趋势，按日历期对齐
经营现金流AMWDASH
| Q4 25 | $11.2M | $125.0M | ||
| Q3 25 | $33.1M | $40.0M | ||
| Q2 25 | $44.8M | $115.0M | ||
| Q1 25 | $11.0M | $9.0M | ||
| Q4 24 | $11.9M | $-30.0M | ||
| Q3 24 | $40.8M | $80.0M | ||
| Q2 24 | $43.3M | $127.0M | ||
| Q1 24 | $43.7M | $54.0M |
自由现金流AMWDASH
| Q4 25 | $638.0K | $111.0M | ||
| Q3 25 | $25.3M | $6.0M | ||
| Q2 25 | $35.8M | $95.0M | ||
| Q1 25 | $2.3M | $-12.0M | ||
| Q4 24 | $1.1M | $-53.0M | ||
| Q3 24 | $29.5M | $42.0M | ||
| Q2 24 | $7.2M | $98.0M | ||
| Q1 24 | $22.1M | $20.0M |
自由现金流率AMWDASH
| Q4 25 | 0.2% | 28.8% | ||
| Q3 25 | 6.3% | 1.3% | ||
| Q2 25 | 8.9% | 20.5% | ||
| Q1 25 | 0.6% | -2.5% | ||
| Q4 24 | 0.2% | -13.1% | ||
| Q3 24 | 6.4% | 8.1% | ||
| Q2 24 | 1.6% | 18.0% | ||
| Q1 24 | 5.2% | 3.5% |
资本支出强度AMWDASH
| Q4 25 | 2.7% | 3.6% | ||
| Q3 25 | 1.9% | 7.1% | ||
| Q2 25 | 2.2% | 4.3% | ||
| Q1 25 | 2.2% | 4.4% | ||
| Q4 24 | 2.4% | 5.7% | ||
| Q3 24 | 2.5% | 7.3% | ||
| Q2 24 | 8.0% | 5.3% | ||
| Q1 24 | 5.1% | 5.9% |
现金转化率AMWDASH
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 1.29× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | 0.29× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 4.71× | ||
| Q2 24 | 1.62× | 21.17× | ||
| Q1 24 | 2.06× | 0.45× |
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% |
ASH
| Personal Care And Household | $123.0M | 32% |
| Other | $120.0M | 31% |
| Specialty Additives | $36.0M | 9% |
| Intermediates And Solvents | $31.0M | 8% |
| Personal Care | $30.0M | 8% |
| Life Sciences | $27.0M | 7% |
| Intermediates | $19.0M | 5% |
