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AMERICAN WOODMARK CORP（AMWD）与AvalonBay Communities（AVB）财务数据对比。点击上方公司名可切换其他公司
AvalonBay Communities的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$767.9M vs $394.6M），AvalonBay Communities净利率更高（9040.6% vs 1.5%，领先9039.0%），AvalonBay Communities同比增速更快（3.7% vs -12.8%），AvalonBay Communities自由现金流更多（$1.4B vs $638.0K），过去两年AvalonBay Communities的营收复合增速更高（3.8% 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。
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
AMWD vs AVB — 直观对比
营收规模更大
AVB
是对方的1.9倍
$394.6M
营收增速更快
AVB
高出16.5%
-12.8%
净利率更高
AVB
高出9039.0%
1.5%
自由现金流更多
AVB
多$1.4B
$638.0K
两年增速更快
AVB
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $767.9M |
| 净利润 | $6.1M | $166.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 64.2% |
| 净利率 | 1.5% | 9040.6% |
| 营收同比 | -12.8% | 3.7% |
| 净利润同比 | -78.0% | -41.2% |
| 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AMWDAVB
| Q4 25 | $394.6M | $767.9M | ||
| Q3 25 | $403.0M | $766.8M | ||
| Q2 25 | $400.4M | $760.2M | ||
| Q1 25 | $397.6M | $745.9M | ||
| Q4 24 | $452.5M | $740.5M | ||
| Q3 24 | $459.1M | $734.3M | ||
| Q2 24 | $453.3M | $726.0M | ||
| Q1 24 | $422.1M | $712.9M |
净利润AMWDAVB
| Q4 25 | $6.1M | $166.0M | ||
| Q3 25 | $14.6M | $381.3M | ||
| Q2 25 | $25.6M | $268.7M | ||
| Q1 25 | $16.6M | $236.6M | ||
| Q4 24 | $27.7M | $282.1M | ||
| Q3 24 | $29.6M | $372.5M | ||
| Q2 24 | $26.8M | $253.9M | ||
| Q1 24 | $21.2M | $173.4M |
毛利率AMWDAVB
| 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% | — | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDAVB
| Q4 25 | 3.1% | 64.2% | ||
| Q3 25 | 5.0% | 65.7% | ||
| Q2 25 | 7.4% | 67.6% | ||
| Q1 25 | 5.3% | 68.5% | ||
| Q4 24 | 9.4% | 63.1% | ||
| Q3 24 | 10.2% | 65.4% | ||
| Q2 24 | 8.4% | 66.6% | ||
| Q1 24 | 6.6% | 67.2% |
净利率AMWDAVB
| Q4 25 | 1.5% | 9040.6% | ||
| Q3 25 | 3.6% | 49.7% | ||
| Q2 25 | 6.4% | 35.3% | ||
| Q1 25 | 4.2% | 31.7% | ||
| Q4 24 | 6.1% | 38.1% | ||
| Q3 24 | 6.5% | 50.7% | ||
| Q2 24 | 5.9% | 35.0% | ||
| Q1 24 | 5.0% | 24.3% |
每股收益（稀释后）AMWDAVB
| Q4 25 | $0.42 | $1.18 | ||
| Q3 25 | $1.00 | $2.68 | ||
| Q2 25 | $1.73 | $1.88 | ||
| Q1 25 | $1.09 | $1.66 | ||
| Q4 24 | $1.79 | $1.99 | ||
| Q3 24 | $1.89 | $2.61 | ||
| Q2 24 | $1.70 | $1.78 | ||
| Q1 24 | $1.32 | $1.22 |
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 | $187.2M |
| 总债务越低越好 | $363.3M | $9.3B |
| 股东权益账面价值 | $928.2M | $11.6B |
| 总资产 | $1.6B | $22.2B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资AMWDAVB
| Q4 25 | $52.1M | $187.2M | ||
| Q3 25 | $54.9M | $123.3M | ||
| Q2 25 | $48.2M | $102.8M | ||
| Q1 25 | $43.5M | $53.3M | ||
| Q4 24 | $56.7M | $108.6M | ||
| Q3 24 | $89.3M | $552.4M | ||
| Q2 24 | $87.4M | $545.8M | ||
| Q1 24 | $97.8M | $287.9M |
总债务AMWDAVB
| Q4 25 | $363.3M | $9.3B | ||
| Q3 25 | $364.8M | $8.7B | ||
| Q2 25 | $365.8M | $8.7B | ||
| Q1 25 | $367.3M | $8.3B | ||
| Q4 24 | $368.0M | $8.1B | ||
| Q3 24 | $372.2M | $8.4B | ||
| Q2 24 | $371.8M | $8.4B | ||
| Q1 24 | $371.3M | $8.0B |
股东权益AMWDAVB
| Q4 25 | $928.2M | $11.6B | ||
| Q3 25 | $920.3M | $11.9B | ||
| Q2 25 | $916.0M | $11.9B | ||
| Q1 25 | $919.6M | $11.9B | ||
| Q4 24 | $915.1M | $11.9B | ||
| Q3 24 | $913.8M | $11.9B | ||
| Q2 24 | $910.4M | $11.7B | ||
| Q1 24 | $896.9M | $11.7B |
总资产AMWDAVB
| Q4 25 | $1.6B | $22.2B | ||
| Q3 25 | $1.6B | $21.9B | ||
| Q2 25 | $1.6B | $21.8B | ||
| Q1 25 | $1.6B | $21.2B | ||
| Q4 24 | $1.6B | $21.0B | ||
| Q3 24 | $1.6B | $21.3B | ||
| Q2 24 | $1.6B | $21.0B | ||
| Q1 24 | $1.6B | $20.6B |
负债/权益比AMWDAVB
| Q4 25 | 0.39× | 0.80× | ||
| Q3 25 | 0.40× | 0.73× | ||
| Q2 25 | 0.40× | 0.72× | ||
| Q1 25 | 0.40× | 0.70× | ||
| Q4 24 | 0.40× | 0.68× | ||
| Q3 24 | 0.41× | 0.70× | ||
| Q2 24 | 0.41× | 0.71× | ||
| Q1 24 | 0.41× | 0.68× |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $1.4B |
| 自由现金流率自由现金流/营收 | 0.2% | 183.5% |
| 资本支出强度资本支出/营收 | 2.7% | 34.1% |
| 现金转化率经营现金流/净利润 | 1.83× | 10.07× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $2.5B |
8季度趋势，按日历期对齐
经营现金流AMWDAVB
| Q4 25 | $11.2M | $1.7B | ||
| Q3 25 | $33.1M | $477.0M | ||
| Q2 25 | $44.8M | $377.8M | ||
| Q1 25 | $11.0M | $415.9M | ||
| Q4 24 | $11.9M | $1.6B | ||
| Q3 24 | $40.8M | $486.2M | ||
| Q2 24 | $43.3M | $380.0M | ||
| Q1 24 | $43.7M | $412.9M |
自由现金流AMWDAVB
| Q4 25 | $638.0K | $1.4B | ||
| Q3 25 | $25.3M | $402.2M | ||
| Q2 25 | $35.8M | $317.1M | ||
| Q1 25 | $2.3M | $367.5M | ||
| Q4 24 | $1.1M | $1.4B | ||
| Q3 24 | $29.5M | $434.2M | ||
| Q2 24 | $7.2M | $333.0M | ||
| Q1 24 | $22.1M | $375.4M |
自由现金流率AMWDAVB
| Q4 25 | 0.2% | 183.5% | ||
| Q3 25 | 6.3% | 52.5% | ||
| Q2 25 | 8.9% | 41.7% | ||
| Q1 25 | 0.6% | 49.3% | ||
| Q4 24 | 0.2% | 191.0% | ||
| Q3 24 | 6.4% | 59.1% | ||
| Q2 24 | 1.6% | 45.9% | ||
| Q1 24 | 5.2% | 52.7% |
资本支出强度AMWDAVB
| Q4 25 | 2.7% | 34.1% | ||
| Q3 25 | 1.9% | 9.8% | ||
| Q2 25 | 2.2% | 8.0% | ||
| Q1 25 | 2.2% | 6.5% | ||
| Q4 24 | 2.4% | 26.1% | ||
| Q3 24 | 2.5% | 7.1% | ||
| Q2 24 | 8.0% | 6.5% | ||
| Q1 24 | 5.1% | 5.3% |
现金转化率AMWDAVB
| Q4 25 | 1.83× | 10.07× | ||
| Q3 25 | 2.27× | 1.25× | ||
| Q2 25 | 1.75× | 1.41× | ||
| Q1 25 | 0.66× | 1.76× | ||
| Q4 24 | 0.43× | 5.70× | ||
| Q3 24 | 1.38× | 1.31× | ||
| Q2 24 | 1.62× | 1.50× | ||
| Q1 24 | 2.06× | 2.38× |
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% |
AVB
暂无分部数据
