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AMERICAN WOODMARK CORP（AMWD）与B&G Foods, Inc.（BGS）财务数据对比。点击上方公司名可切换其他公司
B&G Foods, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.1倍（$439.3M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -4.4%，领先5.9%），B&G Foods, Inc.同比增速更快（-4.7% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-70.7M），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -12.8%）
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。
B&G Foods是总部位于美国新泽西州帕西帕尼的品牌食品控股企业，创立于1996年，成立初衷是收购1889年诞生于曼哈顿的酸黄瓜、调味酱及调味品生产商Bloch & Guggenheimer，如今在北美食品领域拥有众多知名品牌。
AMWD vs BGS — 直观对比
营收规模更大
BGS
是对方的1.1倍
$394.6M
营收增速更快
BGS
高出8.1%
-12.8%
净利率更高
AMWD
高出5.9%
-4.4%
自由现金流更多
AMWD
多$71.4M
$-70.7M
两年增速更快
AMWD
近两年复合增速
-12.8%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $439.3M |
| 净利润 | $6.1M | $-19.1M |
| 毛利率 | 15.2% | 22.5% |
| 营业利润率 | 3.1% | 2.5% |
| 净利率 | 1.5% | -4.4% |
| 营收同比 | -12.8% | -4.7% |
| 净利润同比 | -78.0% | -356.5% |
| 每股收益（稀释后） | $0.42 | $-0.24 |
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AMWDBGS
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | $439.3M | ||
| Q2 25 | $400.4M | $424.4M | ||
| Q1 25 | $397.6M | $425.4M | ||
| Q4 24 | $452.5M | $551.6M | ||
| Q3 24 | $459.1M | $461.1M | ||
| Q2 24 | $453.3M | $444.6M | ||
| Q1 24 | $422.1M | $475.2M |
净利润AMWDBGS
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $-19.1M | ||
| Q2 25 | $25.6M | $-9.8M | ||
| Q1 25 | $16.6M | $835.0K | ||
| Q4 24 | $27.7M | $-222.4M | ||
| Q3 24 | $29.6M | $7.5M | ||
| Q2 24 | $26.8M | $3.9M | ||
| Q1 24 | $21.2M | $-40.2M |
毛利率AMWDBGS
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | 22.5% | ||
| Q2 25 | 17.0% | 20.5% | ||
| Q1 25 | 15.0% | 21.2% | ||
| Q4 24 | 18.9% | 21.5% | ||
| Q3 24 | 20.2% | 22.2% | ||
| Q2 24 | 18.6% | 20.7% | ||
| Q1 24 | 19.2% | 22.9% |
营业利润率AMWDBGS
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | 2.5% | ||
| Q2 25 | 7.4% | 5.2% | ||
| Q1 25 | 5.3% | 8.4% | ||
| Q4 24 | 9.4% | -46.6% | ||
| Q3 24 | 10.2% | 11.1% | ||
| Q2 24 | 8.4% | 9.9% | ||
| Q1 24 | 6.6% | -3.3% |
净利率AMWDBGS
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | -4.4% | ||
| Q2 25 | 6.4% | -2.3% | ||
| Q1 25 | 4.2% | 0.2% | ||
| Q4 24 | 6.1% | -40.3% | ||
| Q3 24 | 6.5% | 1.6% | ||
| Q2 24 | 5.9% | 0.9% | ||
| Q1 24 | 5.0% | -8.5% |
每股收益（稀释后）AMWDBGS
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | $-0.24 | ||
| Q2 25 | $1.73 | $-0.12 | ||
| Q1 25 | $1.09 | $0.01 | ||
| Q4 24 | $1.79 | $-2.81 | ||
| Q3 24 | $1.89 | $0.09 | ||
| Q2 24 | $1.70 | $0.05 | ||
| Q1 24 | $1.32 | $-0.51 |
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 | $60.9M |
| 总债务越低越好 | $363.3M | $2.0B |
| 股东权益账面价值 | $928.2M | $470.7M |
| 总资产 | $1.6B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.39× | 4.30× |
8季度趋势，按日历期对齐
现金及短期投资AMWDBGS
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $60.9M | ||
| Q2 25 | $48.2M | $54.1M | ||
| Q1 25 | $43.5M | $61.2M | ||
| Q4 24 | $56.7M | $50.6M | ||
| Q3 24 | $89.3M | $54.7M | ||
| Q2 24 | $87.4M | $40.3M | ||
| Q1 24 | $97.8M | $42.5M |
总债务AMWDBGS
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | $2.0B | ||
| Q2 25 | $365.8M | $2.0B | ||
| Q1 25 | $367.3M | $2.0B | ||
| Q4 24 | $368.0M | $2.0B | ||
| Q3 24 | $372.2M | $2.1B | ||
| Q2 24 | $371.8M | $2.0B | ||
| Q1 24 | $371.3M | $2.0B |
股东权益AMWDBGS
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | $470.7M | ||
| Q2 25 | $916.0M | $501.4M | ||
| Q1 25 | $919.6M | $513.1M | ||
| Q4 24 | $915.1M | $524.8M | ||
| Q3 24 | $913.8M | $755.3M | ||
| Q2 24 | $910.4M | $765.0M | ||
| Q1 24 | $896.9M | $781.2M |
总资产AMWDBGS
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.6B | $2.9B | ||
| Q1 25 | $1.6B | $3.0B | ||
| Q4 24 | $1.6B | $3.0B | ||
| Q3 24 | $1.6B | $3.4B | ||
| Q2 24 | $1.6B | $3.4B | ||
| Q1 24 | $1.6B | $3.4B |
负债/权益比AMWDBGS
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | 4.30× | ||
| Q2 25 | 0.40× | 3.97× | ||
| Q1 25 | 0.40× | 3.91× | ||
| Q4 24 | 0.40× | 3.85× | ||
| Q3 24 | 0.41× | 2.75× | ||
| Q2 24 | 0.41× | 2.67× | ||
| Q1 24 | 0.41× | 2.61× |
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 | $-64.6M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-70.7M |
| 自由现金流率自由现金流/营收 | 0.2% | -16.1% |
| 资本支出强度资本支出/营收 | 2.7% | 1.4% |
| 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 | $54.8M |
8季度趋势，按日历期对齐
经营现金流AMWDBGS
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | $-64.6M | ||
| Q2 25 | $44.8M | $17.8M | ||
| Q1 25 | $11.0M | $52.7M | ||
| Q4 24 | $11.9M | $80.3M | ||
| Q3 24 | $40.8M | $4.2M | ||
| Q2 24 | $43.3M | $11.3M | ||
| Q1 24 | $43.7M | $35.1M |
自由现金流AMWDBGS
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | $-70.7M | ||
| Q2 25 | $35.8M | $11.5M | ||
| Q1 25 | $2.3M | $42.4M | ||
| Q4 24 | $1.1M | $71.7M | ||
| Q3 24 | $29.5M | $-679.0K | ||
| Q2 24 | $7.2M | $5.2M | ||
| Q1 24 | $22.1M | $27.5M |
自由现金流率AMWDBGS
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | -16.1% | ||
| Q2 25 | 8.9% | 2.7% | ||
| Q1 25 | 0.6% | 10.0% | ||
| Q4 24 | 0.2% | 13.0% | ||
| Q3 24 | 6.4% | -0.1% | ||
| Q2 24 | 1.6% | 1.2% | ||
| Q1 24 | 5.2% | 5.8% |
资本支出强度AMWDBGS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 2.2% | 1.5% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 2.4% | 1.6% | ||
| Q3 24 | 2.5% | 1.0% | ||
| Q2 24 | 8.0% | 1.4% | ||
| Q1 24 | 5.1% | 1.6% |
现金转化率AMWDBGS
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | 63.17× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 0.56× | ||
| Q2 24 | 1.62× | 2.87× | ||
| Q1 24 | 2.06× | — |
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% |
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
