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AMERICAN WOODMARK CORP（AMWD）与波尔公司（BALL）财务数据对比。点击上方公司名可切换其他公司
波尔公司的季度营收约是AMERICAN WOODMARK CORP的8.5倍（$3.3B vs $394.6M）。波尔公司净利率更高（6.0% vs 1.5%，领先4.4%）。波尔公司同比增速更快（16.2% vs -12.8%）。波尔公司自由现金流更多（$1.0B vs $638.0K）。过去两年波尔公司的营收复合增速更高（7.9% 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。
波尔公司是全球领先的可持续铝制包装解决方案供应商，为饮料、个护、家居产品领域的品牌提供创新包装产品，同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务，全业务线高度重视环保责任与产品可靠性。
AMWD vs BALL — 直观对比
营收规模更大
BALL
是对方的8.5倍
$394.6M
营收增速更快
BALL
高出29.0%
-12.8%
净利率更高
BALL
高出4.4%
1.5%
自由现金流更多
BALL
多$1.0B
$638.0K
两年增速更快
BALL
近两年复合增速
-3.3%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $3.3B |
| 净利润 | $6.1M | $200.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 7.2% |
| 净利率 | 1.5% | 6.0% |
| 营收同比 | -12.8% | 16.2% |
| 净利润同比 | -78.0% | 766.7% |
| 每股收益（稀释后） | $0.42 | $0.73 |
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AMWDBALL
| Q4 25 | $394.6M | $3.3B | ||
| Q3 25 | $403.0M | $3.4B | ||
| Q2 25 | $400.4M | $3.3B | ||
| Q1 25 | $397.6M | $3.1B | ||
| Q4 24 | $452.5M | $2.9B | ||
| Q3 24 | $459.1M | $3.1B | ||
| Q2 24 | $453.3M | $3.0B | ||
| Q1 24 | $422.1M | $2.9B |
净利润AMWDBALL
| Q4 25 | $6.1M | $200.0M | ||
| Q3 25 | $14.6M | $321.0M | ||
| Q2 25 | $25.6M | $215.0M | ||
| Q1 25 | $16.6M | $179.0M | ||
| Q4 24 | $27.7M | $-30.0M | ||
| Q3 24 | $29.6M | $199.0M | ||
| Q2 24 | $26.8M | $159.0M | ||
| Q1 24 | $21.2M | $3.7B |
毛利率AMWDBALL
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | 17.7% | ||
| Q2 24 | 18.6% | 16.5% | ||
| Q1 24 | 19.2% | 16.6% |
营业利润率AMWDBALL
| Q4 25 | 3.1% | 7.2% | ||
| Q3 25 | 5.0% | 11.6% | ||
| Q2 25 | 7.4% | 8.0% | ||
| Q1 25 | 5.3% | 7.4% | ||
| Q4 24 | 9.4% | 0.2% | ||
| Q3 24 | 10.2% | 7.4% | ||
| Q2 24 | 8.4% | 6.8% | ||
| Q1 24 | 6.6% | 6.8% |
净利率AMWDBALL
| Q4 25 | 1.5% | 6.0% | ||
| Q3 25 | 3.6% | 9.5% | ||
| Q2 25 | 6.4% | 6.4% | ||
| Q1 25 | 4.2% | 5.8% | ||
| Q4 24 | 6.1% | -1.0% | ||
| Q3 24 | 6.5% | 6.5% | ||
| Q2 24 | 5.9% | 5.4% | ||
| Q1 24 | 5.0% | 128.3% |
每股收益（稀释后）AMWDBALL
| Q4 25 | $0.42 | $0.73 | ||
| Q3 25 | $1.00 | $1.18 | ||
| Q2 25 | $1.73 | $0.76 | ||
| Q1 25 | $1.09 | $0.63 | ||
| Q4 24 | $1.79 | $0.23 | ||
| Q3 24 | $1.89 | $0.65 | ||
| Q2 24 | $1.70 | $0.51 | ||
| Q1 24 | $1.32 | $11.61 |
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 | $1.2B |
| 总债务越低越好 | $363.3M | $7.0B |
| 股东权益账面价值 | $928.2M | $5.4B |
| 总资产 | $1.6B | $19.5B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.29× |
8季度趋势，按日历期对齐
现金及短期投资AMWDBALL
| Q4 25 | $52.1M | $1.2B | ||
| Q3 25 | $54.9M | $568.0M | ||
| Q2 25 | $48.2M | $296.0M | ||
| Q1 25 | $43.5M | $449.0M | ||
| Q4 24 | $56.7M | $885.0M | ||
| Q3 24 | $89.3M | $1.4B | ||
| Q2 24 | $87.4M | $1.3B | ||
| Q1 24 | $97.8M | $1.7B |
总债务AMWDBALL
| Q4 25 | $363.3M | $7.0B | ||
| Q3 25 | $364.8M | $6.9B | ||
| Q2 25 | $365.8M | $6.5B | ||
| Q1 25 | $367.3M | $6.1B | ||
| Q4 24 | $368.0M | $5.3B | ||
| Q3 24 | $372.2M | $5.4B | ||
| Q2 24 | $371.8M | $5.5B | ||
| Q1 24 | $371.3M | $5.5B |
股东权益AMWDBALL
| Q4 25 | $928.2M | $5.4B | ||
| Q3 25 | $920.3M | $5.4B | ||
| Q2 25 | $916.0M | $5.2B | ||
| Q1 25 | $919.6M | $5.5B | ||
| Q4 24 | $915.1M | $5.9B | ||
| Q3 24 | $913.8M | $6.7B | ||
| Q2 24 | $910.4M | $6.9B | ||
| Q1 24 | $896.9M | $7.3B |
总资产AMWDBALL
| Q4 25 | $1.6B | $19.5B | ||
| Q3 25 | $1.6B | $18.7B | ||
| Q2 25 | $1.6B | $18.6B | ||
| Q1 25 | $1.6B | $18.0B | ||
| Q4 24 | $1.6B | $17.6B | ||
| Q3 24 | $1.6B | $18.8B | ||
| Q2 24 | $1.6B | $19.0B | ||
| Q1 24 | $1.6B | $19.9B |
负债/权益比AMWDBALL
| Q4 25 | 0.39× | 1.29× | ||
| Q3 25 | 0.40× | 1.26× | ||
| Q2 25 | 0.40× | 1.24× | ||
| Q1 25 | 0.40× | 1.12× | ||
| Q4 24 | 0.40× | 0.91× | ||
| Q3 24 | 0.41× | 0.80× | ||
| Q2 24 | 0.41× | 0.80× | ||
| Q1 24 | 0.41× | 0.76× |
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 | $1.2B |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $1.0B |
| 自由现金流率自由现金流/营收 | 0.2% | 31.1% |
| 资本支出强度资本支出/营收 | 2.7% | 5.1% |
| 现金转化率经营现金流/净利润 | 1.83× | 6.05× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $788.0M |
8季度趋势，按日历期对齐
经营现金流AMWDBALL
| Q4 25 | $11.2M | $1.2B | ||
| Q3 25 | $33.1M | $384.0M | ||
| Q2 25 | $44.8M | $332.0M | ||
| Q1 25 | $11.0M | $-665.0M | ||
| Q4 24 | $11.9M | $500.0M | ||
| Q3 24 | $40.8M | $610.0M | ||
| Q2 24 | $43.3M | $252.0M | ||
| Q1 24 | $43.7M | $-1.2B |
自由现金流AMWDBALL
| Q4 25 | $638.0K | $1.0B | ||
| Q3 25 | $25.3M | $257.0M | ||
| Q2 25 | $35.8M | $236.0M | ||
| Q1 25 | $2.3M | $-746.0M | ||
| Q4 24 | $1.1M | $393.0M | ||
| Q3 24 | $29.5M | $493.0M | ||
| Q2 24 | $7.2M | $146.0M | ||
| Q1 24 | $22.1M | $-1.4B |
自由现金流率AMWDBALL
| Q4 25 | 0.2% | 31.1% | ||
| Q3 25 | 6.3% | 7.6% | ||
| Q2 25 | 8.9% | 7.1% | ||
| Q1 25 | 0.6% | -24.1% | ||
| Q4 24 | 0.2% | 13.6% | ||
| Q3 24 | 6.4% | 16.0% | ||
| Q2 24 | 1.6% | 4.9% | ||
| Q1 24 | 5.2% | -48.7% |
资本支出强度AMWDBALL
| Q4 25 | 2.7% | 5.1% | ||
| Q3 25 | 1.9% | 3.8% | ||
| Q2 25 | 2.2% | 2.9% | ||
| Q1 25 | 2.2% | 2.6% | ||
| Q4 24 | 2.4% | 3.7% | ||
| Q3 24 | 2.5% | 3.8% | ||
| Q2 24 | 8.0% | 3.6% | ||
| Q1 24 | 5.1% | 5.4% |
现金转化率AMWDBALL
| Q4 25 | 1.83× | 6.05× | ||
| Q3 25 | 2.27× | 1.20× | ||
| Q2 25 | 1.75× | 1.54× | ||
| Q1 25 | 0.66× | -3.72× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 3.07× | ||
| Q2 24 | 1.62× | 1.58× | ||
| Q1 24 | 2.06× | -0.34× |
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% |
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
