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AMERICAN WOODMARK CORP（AMWD）与艾利丹尼森（AVY）财务数据对比。点击上方公司名可切换其他公司
艾利丹尼森的季度营收约是AMERICAN WOODMARK CORP的5.8倍（$2.3B vs $394.6M）。艾利丹尼森净利率更高（7.3% vs 1.5%，领先5.8%）。艾利丹尼森同比增速更快（3.9% vs -12.8%）。艾利丹尼森自由现金流更多（$309.7M vs $638.0K）。过去两年艾利丹尼森的营收复合增速更高（2.7% 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。
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
AMWD vs AVY — 直观对比
营收规模更大
AVY
是对方的5.8倍
$394.6M
营收增速更快
AVY
高出16.7%
-12.8%
净利率更高
AVY
高出5.8%
1.5%
自由现金流更多
AVY
多$309.1M
$638.0K
两年增速更快
AVY
近两年复合增速
-3.3%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $2.3B |
| 净利润 | $6.1M | $166.4M |
| 毛利率 | 15.2% | 28.7% |
| 营业利润率 | 3.1% | 9.1% |
| 净利率 | 1.5% | 7.3% |
| 营收同比 | -12.8% | 3.9% |
| 净利润同比 | -78.0% | -4.4% |
| 每股收益（稀释后） | $0.42 | $2.16 |
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AMWDAVY
| Q4 25 | $394.6M | $2.3B | ||
| Q3 25 | $403.0M | $2.2B | ||
| Q2 25 | $400.4M | $2.2B | ||
| Q1 25 | $397.6M | $2.1B | ||
| Q4 24 | $452.5M | $2.2B | ||
| Q3 24 | $459.1M | $2.2B | ||
| Q2 24 | $453.3M | $2.2B | ||
| Q1 24 | $422.1M | $2.2B |
净利润AMWDAVY
| Q4 25 | $6.1M | $166.4M | ||
| Q3 25 | $14.6M | $166.3M | ||
| Q2 25 | $25.6M | $189.0M | ||
| Q1 25 | $16.6M | $166.3M | ||
| Q4 24 | $27.7M | $174.0M | ||
| Q3 24 | $29.6M | $181.7M | ||
| Q2 24 | $26.8M | $176.8M | ||
| Q1 24 | $21.2M | $172.4M |
毛利率AMWDAVY
| Q4 25 | 15.2% | 28.7% | ||
| Q3 25 | 16.7% | 28.7% | ||
| Q2 25 | 17.0% | 28.8% | ||
| Q1 25 | 15.0% | 28.9% | ||
| Q4 24 | 18.9% | 27.9% | ||
| Q3 24 | 20.2% | 28.7% | ||
| Q2 24 | 18.6% | 29.6% | ||
| Q1 24 | 19.2% | 29.4% |
营业利润率AMWDAVY
| Q4 25 | 3.1% | 9.1% | ||
| Q3 25 | 5.0% | 10.6% | ||
| Q2 25 | 7.4% | 11.5% | ||
| Q1 25 | 5.3% | 10.6% | ||
| Q4 24 | 9.4% | 11.0% | ||
| Q3 24 | 10.2% | 11.0% | ||
| Q2 24 | 8.4% | 10.7% | ||
| Q1 24 | 6.6% | 10.9% |
净利率AMWDAVY
| Q4 25 | 1.5% | 7.3% | ||
| Q3 25 | 3.6% | 7.5% | ||
| Q2 25 | 6.4% | 8.5% | ||
| Q1 25 | 4.2% | 7.7% | ||
| Q4 24 | 6.1% | 8.0% | ||
| Q3 24 | 6.5% | 8.3% | ||
| Q2 24 | 5.9% | 7.9% | ||
| Q1 24 | 5.0% | 8.0% |
每股收益（稀释后）AMWDAVY
| Q4 25 | $0.42 | $2.16 | ||
| Q3 25 | $1.00 | $2.13 | ||
| Q2 25 | $1.73 | $2.41 | ||
| Q1 25 | $1.09 | $2.09 | ||
| Q4 24 | $1.79 | $2.17 | ||
| Q3 24 | $1.89 | $2.25 | ||
| Q2 24 | $1.70 | $2.18 | ||
| Q1 24 | $1.32 | $2.13 |
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 | $202.8M |
| 总债务越低越好 | $363.3M | $3.2B |
| 股东权益账面价值 | $928.2M | $2.2B |
| 总资产 | $1.6B | $8.8B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资AMWDAVY
| Q4 25 | $52.1M | $202.8M | ||
| Q3 25 | $54.9M | $536.3M | ||
| Q2 25 | $48.2M | $215.9M | ||
| Q1 25 | $43.5M | $195.9M | ||
| Q4 24 | $56.7M | $329.1M | ||
| Q3 24 | $89.3M | $212.7M | ||
| Q2 24 | $87.4M | $208.8M | ||
| Q1 24 | $97.8M | $185.7M |
总债务AMWDAVY
| Q4 25 | $363.3M | $3.2B | ||
| Q3 25 | $364.8M | $3.2B | ||
| Q2 25 | $365.8M | $2.6B | ||
| Q1 25 | $367.3M | $2.6B | ||
| Q4 24 | $368.0M | $2.6B | ||
| Q3 24 | $372.2M | $2.0B | ||
| Q2 24 | $371.8M | $2.0B | ||
| Q1 24 | $371.3M | $2.1B |
股东权益AMWDAVY
| Q4 25 | $928.2M | $2.2B | ||
| Q3 25 | $920.3M | $2.2B | ||
| Q2 25 | $916.0M | $2.2B | ||
| Q1 25 | $919.6M | $2.2B | ||
| Q4 24 | $915.1M | $2.3B | ||
| Q3 24 | $913.8M | $2.4B | ||
| Q2 24 | $910.4M | $2.3B | ||
| Q1 24 | $896.9M | $2.2B |
总资产AMWDAVY
| Q4 25 | $1.6B | $8.8B | ||
| Q3 25 | $1.6B | $8.9B | ||
| Q2 25 | $1.6B | $8.6B | ||
| Q1 25 | $1.6B | $8.4B | ||
| Q4 24 | $1.6B | $8.4B | ||
| Q3 24 | $1.6B | $8.5B | ||
| Q2 24 | $1.6B | $8.3B | ||
| Q1 24 | $1.6B | $8.3B |
负债/权益比AMWDAVY
| Q4 25 | 0.39× | 1.43× | ||
| Q3 25 | 0.40× | 1.45× | ||
| Q2 25 | 0.40× | 1.19× | ||
| Q1 25 | 0.40× | 1.19× | ||
| Q4 24 | 0.40× | 1.11× | ||
| Q3 24 | 0.41× | 0.85× | ||
| Q2 24 | 0.41× | 0.89× | ||
| Q1 24 | 0.41× | 0.94× |
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 | $376.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $309.7M |
| 自由现金流率自由现金流/营收 | 0.2% | 13.6% |
| 资本支出强度资本支出/营收 | 2.7% | 3.0% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.26× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $712.4M |
8季度趋势，按日历期对齐
经营现金流AMWDAVY
| Q4 25 | $11.2M | $376.8M | ||
| Q3 25 | $33.1M | $312.1M | ||
| Q2 25 | $44.8M | $208.8M | ||
| Q1 25 | $11.0M | $-16.3M | ||
| Q4 24 | $11.9M | $351.2M | ||
| Q3 24 | $40.8M | $270.1M | ||
| Q2 24 | $43.3M | $197.7M | ||
| Q1 24 | $43.7M | $119.8M |
自由现金流AMWDAVY
| Q4 25 | $638.0K | $309.7M | ||
| Q3 25 | $25.3M | $276.2M | ||
| Q2 25 | $35.8M | $178.8M | ||
| Q1 25 | $2.3M | $-52.3M | ||
| Q4 24 | $1.1M | $281.7M | ||
| Q3 24 | $29.5M | $227.1M | ||
| Q2 24 | $7.2M | $150.2M | ||
| Q1 24 | $22.1M | $71.0M |
自由现金流率AMWDAVY
| Q4 25 | 0.2% | 13.6% | ||
| Q3 25 | 6.3% | 12.5% | ||
| Q2 25 | 8.9% | 8.1% | ||
| Q1 25 | 0.6% | -2.4% | ||
| Q4 24 | 0.2% | 12.9% | ||
| Q3 24 | 6.4% | 10.4% | ||
| Q2 24 | 1.6% | 6.7% | ||
| Q1 24 | 5.2% | 3.3% |
资本支出强度AMWDAVY
| Q4 25 | 2.7% | 3.0% | ||
| Q3 25 | 1.9% | 1.6% | ||
| Q2 25 | 2.2% | 1.4% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 2.4% | 3.2% | ||
| Q3 24 | 2.5% | 2.0% | ||
| Q2 24 | 8.0% | 2.1% | ||
| Q1 24 | 5.1% | 2.3% |
现金转化率AMWDAVY
| Q4 25 | 1.83× | 2.26× | ||
| Q3 25 | 2.27× | 1.88× | ||
| Q2 25 | 1.75× | 1.10× | ||
| Q1 25 | 0.66× | -0.10× | ||
| Q4 24 | 0.43× | 2.02× | ||
| Q3 24 | 1.38× | 1.49× | ||
| Q2 24 | 1.62× | 1.12× | ||
| Q1 24 | 2.06× | 0.69× |
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% |
AVY
| Other | $1.1B | 47% |
| Materials Group Segment | $475.0M | 21% |
| Apparel And Other | $460.8M | 20% |
| Identification Solutions And Vestcom | $263.4M | 12% |
