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AMERICAN WOODMARK CORP（AMWD）与AeroVironment Inc（AVAV）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$472.5M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -3.6%，领先5.2%），AeroVironment Inc同比增速更快（181.9% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% 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。
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
AMWD vs AVAV — 直观对比
营收规模更大
AVAV
是对方的1.2倍
$394.6M
营收增速更快
AVAV
高出194.6%
-12.8%
净利率更高
AMWD
高出5.2%
-3.6%
自由现金流更多
AMWD
多$56.5M
$-55.9M
两年增速更快
AVAV
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $472.5M |
| 净利润 | $6.1M | $-17.1M |
| 毛利率 | 15.2% | 22.0% |
| 营业利润率 | 3.1% | -6.4% |
| 净利率 | 1.5% | -3.6% |
| 营收同比 | -12.8% | 181.9% |
| 净利润同比 | -78.0% | -875.1% |
| 每股收益（稀释后） | $0.42 | $-0.34 |
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AMWDAVAV
| Q4 25 | $394.6M | $472.5M | ||
| Q3 25 | $403.0M | $454.7M | ||
| Q2 25 | $400.4M | $275.1M | ||
| Q1 25 | $397.6M | $167.6M | ||
| Q4 24 | $452.5M | $188.5M | ||
| Q3 24 | $459.1M | $189.5M | ||
| Q2 24 | $453.3M | $197.0M | ||
| Q1 24 | $422.1M | $186.6M |
净利润AMWDAVAV
| Q4 25 | $6.1M | $-17.1M | ||
| Q3 25 | $14.6M | $-67.4M | ||
| Q2 25 | $25.6M | $16.7M | ||
| Q1 25 | $16.6M | $-1.8M | ||
| Q4 24 | $27.7M | $7.5M | ||
| Q3 24 | $29.6M | $21.2M | ||
| Q2 24 | $26.8M | $6.0M | ||
| Q1 24 | $21.2M | $13.9M |
毛利率AMWDAVAV
| Q4 25 | 15.2% | 22.0% | ||
| Q3 25 | 16.7% | 20.9% | ||
| Q2 25 | 17.0% | 36.5% | ||
| Q1 25 | 15.0% | 37.7% | ||
| Q4 24 | 18.9% | 39.1% | ||
| Q3 24 | 20.2% | 43.0% | ||
| Q2 24 | 18.6% | 38.4% | ||
| Q1 24 | 19.2% | 36.1% |
营业利润率AMWDAVAV
| Q4 25 | 3.1% | -6.4% | ||
| Q3 25 | 5.0% | -15.2% | ||
| Q2 25 | 7.4% | 5.0% | ||
| Q1 25 | 5.3% | -1.8% | ||
| Q4 24 | 9.4% | 3.7% | ||
| Q3 24 | 10.2% | 12.2% | ||
| Q2 24 | 8.4% | 3.0% | ||
| Q1 24 | 6.6% | 7.7% |
净利率AMWDAVAV
| Q4 25 | 1.5% | -3.6% | ||
| Q3 25 | 3.6% | -14.8% | ||
| Q2 25 | 6.4% | 6.1% | ||
| Q1 25 | 4.2% | -1.0% | ||
| Q4 24 | 6.1% | 4.0% | ||
| Q3 24 | 6.5% | 11.2% | ||
| Q2 24 | 5.9% | 3.1% | ||
| Q1 24 | 5.0% | 7.4% |
每股收益（稀释后）AMWDAVAV
| Q4 25 | $0.42 | $-0.34 | ||
| Q3 25 | $1.00 | $-1.44 | ||
| Q2 25 | $1.73 | $0.59 | ||
| Q1 25 | $1.09 | $-0.06 | ||
| Q4 24 | $1.79 | $0.27 | ||
| Q3 24 | $1.89 | $0.75 | ||
| Q2 24 | $1.70 | $0.18 | ||
| Q1 24 | $1.32 | $0.50 |
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 | $588.5M |
| 总债务越低越好 | $363.3M | $747.5M |
| 股东权益账面价值 | $928.2M | $4.4B |
| 总资产 | $1.6B | $5.6B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AMWDAVAV
| Q4 25 | $52.1M | $588.5M | ||
| Q3 25 | $54.9M | $685.8M | ||
| Q2 25 | $48.2M | $40.9M | ||
| Q1 25 | $43.5M | $47.0M | ||
| Q4 24 | $56.7M | $69.0M | ||
| Q3 24 | $89.3M | $81.2M | ||
| Q2 24 | $87.4M | $73.3M | ||
| Q1 24 | $97.8M | $107.7M |
总债务AMWDAVAV
| Q4 25 | $363.3M | $747.5M | ||
| Q3 25 | $364.8M | $747.5M | ||
| Q2 25 | $365.8M | $30.0M | ||
| Q1 25 | $367.3M | $25.0M | ||
| Q4 24 | $368.0M | $15.0M | ||
| Q3 24 | $372.2M | $17.5M | ||
| Q2 24 | $371.8M | $28.0M | ||
| Q1 24 | $371.3M | $40.0M |
股东权益AMWDAVAV
| Q4 25 | $928.2M | $4.4B | ||
| Q3 25 | $920.3M | $4.4B | ||
| Q2 25 | $916.0M | $886.5M | ||
| Q1 25 | $919.6M | $861.1M | ||
| Q4 24 | $915.1M | $858.4M | ||
| Q3 24 | $913.8M | $845.5M | ||
| Q2 24 | $910.4M | $822.7M | ||
| Q1 24 | $896.9M | $813.0M |
总资产AMWDAVAV
| Q4 25 | $1.6B | $5.6B | ||
| Q3 25 | $1.6B | $5.6B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.6B | $999.2M | ||
| Q2 24 | $1.6B | $1.0B | ||
| Q1 24 | $1.6B | $980.3M |
负债/权益比AMWDAVAV
| Q4 25 | 0.39× | 0.17× | ||
| Q3 25 | 0.40× | 0.17× | ||
| Q2 25 | 0.40× | 0.03× | ||
| Q1 25 | 0.40× | 0.03× | ||
| Q4 24 | 0.40× | 0.02× | ||
| Q3 24 | 0.41× | 0.02× | ||
| Q2 24 | 0.41× | 0.03× | ||
| Q1 24 | 0.41× | 0.05× |
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 | $-45.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-55.9M |
| 自由现金流率自由现金流/营收 | 0.2% | -11.8% |
| 资本支出强度资本支出/营收 | 2.7% | 2.3% |
| 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 | $-240.7M |
8季度趋势，按日历期对齐
经营现金流AMWDAVAV
| Q4 25 | $11.2M | $-45.1M | ||
| Q3 25 | $33.1M | $-123.7M | ||
| Q2 25 | $44.8M | $-264.0K | ||
| Q1 25 | $11.0M | $-25.8M | ||
| Q4 24 | $11.9M | $-3.6M | ||
| Q3 24 | $40.8M | $28.4M | ||
| Q2 24 | $43.3M | $-11.7M | ||
| Q1 24 | $43.7M | $52.6M |
自由现金流AMWDAVAV
| Q4 25 | $638.0K | $-55.9M | ||
| Q3 25 | $25.3M | $-146.5M | ||
| Q2 25 | $35.8M | $-8.8M | ||
| Q1 25 | $2.3M | $-29.6M | ||
| Q4 24 | $1.1M | $-8.7M | ||
| Q3 24 | $29.5M | $22.9M | ||
| Q2 24 | $7.2M | $-20.8M | ||
| Q1 24 | $22.1M | $48.8M |
自由现金流率AMWDAVAV
| Q4 25 | 0.2% | -11.8% | ||
| Q3 25 | 6.3% | -32.2% | ||
| Q2 25 | 8.9% | -3.2% | ||
| Q1 25 | 0.6% | -17.7% | ||
| Q4 24 | 0.2% | -4.6% | ||
| Q3 24 | 6.4% | 12.1% | ||
| Q2 24 | 1.6% | -10.5% | ||
| Q1 24 | 5.2% | 26.1% |
资本支出强度AMWDAVAV
| Q4 25 | 2.7% | 2.3% | ||
| Q3 25 | 1.9% | 5.0% | ||
| Q2 25 | 2.2% | 3.1% | ||
| Q1 25 | 2.2% | 2.3% | ||
| Q4 24 | 2.4% | 2.7% | ||
| Q3 24 | 2.5% | 2.9% | ||
| Q2 24 | 8.0% | 4.6% | ||
| Q1 24 | 5.1% | 2.0% |
现金转化率AMWDAVAV
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | -0.02× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | -0.48× | ||
| Q3 24 | 1.38× | 1.34× | ||
| Q2 24 | 1.62× | -1.93× | ||
| Q1 24 | 2.06× | 3.79× |
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% |
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
