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AMERICAN WOODMARK CORP（AMWD）与Brookdale Senior Living Inc.（BKD）财务数据对比。点击上方公司名可切换其他公司
Brookdale Senior Living Inc.的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$754.1M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -5.3%，领先6.8%），Brookdale Senior Living Inc.同比增速更快（-3.4% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-29.1M），过去两年Brookdale Senior Living Inc.的营收复合增速更高（-1.9% 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。
布鲁克代尔老年生活公司成立于1978年，总部位于美国田纳西州布伦特伍德，是美国规模最大的老年住宅运营商，业务覆盖全美各地的养老社区，目前服务超过6万名入住老年人。
AMWD vs BKD — 直观对比
营收规模更大
BKD
是对方的1.9倍
$394.6M
营收增速更快
BKD
高出9.3%
-12.8%
净利率更高
AMWD
高出6.8%
-5.3%
自由现金流更多
AMWD
多$29.8M
$-29.1M
两年增速更快
BKD
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $754.1M |
| 净利润 | $6.1M | $-40.0M |
| 毛利率 | 15.2% | 24.9% |
| 营业利润率 | 3.1% | 3.0% |
| 净利率 | 1.5% | -5.3% |
| 营收同比 | -12.8% | -3.4% |
| 净利润同比 | -78.0% | 52.4% |
| 每股收益（稀释后） | $0.42 | $-0.18 |
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AMWDBKD
| Q4 25 | $394.6M | $754.1M | ||
| Q3 25 | $403.0M | $813.2M | ||
| Q2 25 | $400.4M | $812.9M | ||
| Q1 25 | $397.6M | $813.9M | ||
| Q4 24 | $452.5M | $780.9M | ||
| Q3 24 | $459.1M | $784.2M | ||
| Q2 24 | $453.3M | $777.5M | ||
| Q1 24 | $422.1M | $782.8M |
净利润AMWDBKD
| Q4 25 | $6.1M | $-40.0M | ||
| Q3 25 | $14.6M | $-114.7M | ||
| Q2 25 | $25.6M | $-43.0M | ||
| Q1 25 | $16.6M | $-65.0M | ||
| Q4 24 | $27.7M | $-83.9M | ||
| Q3 24 | $29.6M | $-50.7M | ||
| Q2 24 | $26.8M | $-37.7M | ||
| Q1 24 | $21.2M | $-29.6M |
毛利率AMWDBKD
| Q4 25 | 15.2% | 24.9% | ||
| Q3 25 | 16.7% | 25.9% | ||
| Q2 25 | 17.0% | 26.6% | ||
| Q1 25 | 15.0% | 27.4% | ||
| Q4 24 | 18.9% | 24.6% | ||
| Q3 24 | 20.2% | 25.3% | ||
| Q2 24 | 18.6% | 26.3% | ||
| Q1 24 | 19.2% | 26.1% |
营业利润率AMWDBKD
| Q4 25 | 3.1% | 3.0% | ||
| Q3 25 | 5.0% | -6.6% | ||
| Q2 25 | 7.4% | 1.8% | ||
| Q1 25 | 5.3% | 3.6% | ||
| Q4 24 | 9.4% | -0.3% | ||
| Q3 24 | 10.2% | 1.3% | ||
| Q2 24 | 8.4% | 2.5% | ||
| Q1 24 | 6.6% | 2.5% |
净利率AMWDBKD
| Q4 25 | 1.5% | -5.3% | ||
| Q3 25 | 3.6% | -14.1% | ||
| Q2 25 | 6.4% | -5.3% | ||
| Q1 25 | 4.2% | -8.0% | ||
| Q4 24 | 6.1% | -10.7% | ||
| Q3 24 | 6.5% | -6.5% | ||
| Q2 24 | 5.9% | -4.9% | ||
| Q1 24 | 5.0% | -3.8% |
每股收益（稀释后）AMWDBKD
| Q4 25 | $0.42 | $-0.18 | ||
| Q3 25 | $1.00 | $-0.48 | ||
| Q2 25 | $1.73 | $-0.18 | ||
| Q1 25 | $1.09 | $-0.28 | ||
| Q4 24 | $1.79 | $-0.37 | ||
| Q3 24 | $1.89 | $-0.22 | ||
| Q2 24 | $1.70 | $-0.17 | ||
| Q1 24 | $1.32 | $-0.13 |
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 | $279.1M |
| 总债务越低越好 | $363.3M | $4.3B |
| 股东权益账面价值 | $928.2M | $-44.8M |
| 总资产 | $1.6B | $6.0B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
现金及短期投资AMWDBKD
| Q4 25 | $52.1M | $279.1M | ||
| Q3 25 | $54.9M | $253.4M | ||
| Q2 25 | $48.2M | $251.9M | ||
| Q1 25 | $43.5M | $239.7M | ||
| Q4 24 | $56.7M | $328.8M | ||
| Q3 24 | $89.3M | $284.4M | ||
| Q2 24 | $87.4M | $309.7M | ||
| Q1 24 | $97.8M | $318.5M |
总债务AMWDBKD
| Q4 25 | $363.3M | $4.3B | ||
| Q3 25 | $364.8M | $4.3B | ||
| Q2 25 | $365.8M | $4.3B | ||
| Q1 25 | $367.3M | $4.3B | ||
| Q4 24 | $368.0M | $4.1B | ||
| Q3 24 | $372.2M | $3.7B | ||
| Q2 24 | $371.8M | $3.7B | ||
| Q1 24 | $371.3M | $3.8B |
股东权益AMWDBKD
| Q4 25 | $928.2M | $-44.8M | ||
| Q3 25 | $920.3M | $-6.7M | ||
| Q2 25 | $916.0M | $105.4M | ||
| Q1 25 | $919.6M | $146.7M | ||
| Q4 24 | $915.1M | $212.5M | ||
| Q3 24 | $913.8M | $292.9M | ||
| Q2 24 | $910.4M | $340.2M | ||
| Q1 24 | $896.9M | $374.0M |
总资产AMWDBKD
| Q4 25 | $1.6B | $6.0B | ||
| Q3 25 | $1.6B | $6.0B | ||
| Q2 25 | $1.6B | $6.1B | ||
| Q1 25 | $1.6B | $6.2B | ||
| Q4 24 | $1.6B | $6.3B | ||
| Q3 24 | $1.6B | $5.9B | ||
| Q2 24 | $1.6B | $5.5B | ||
| Q1 24 | $1.6B | $5.5B |
负债/权益比AMWDBKD
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | 40.72× | ||
| Q1 25 | 0.40× | 29.39× | ||
| Q4 24 | 0.40× | 19.12× | ||
| Q3 24 | 0.41× | 12.65× | ||
| Q2 24 | 0.41× | 10.99× | ||
| Q1 24 | 0.41× | 10.05× |
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 | $34.5M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-29.1M |
| 自由现金流率自由现金流/营收 | 0.2% | -3.9% |
| 资本支出强度资本支出/营收 | 2.7% | 8.4% |
| 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 | $16.5M |
8季度趋势，按日历期对齐
经营现金流AMWDBKD
| Q4 25 | $11.2M | $34.5M | ||
| Q3 25 | $33.1M | $76.5M | ||
| Q2 25 | $44.8M | $83.6M | ||
| Q1 25 | $11.0M | $23.4M | ||
| Q4 24 | $11.9M | $45.2M | ||
| Q3 24 | $40.8M | $66.5M | ||
| Q2 24 | $43.3M | $55.7M | ||
| Q1 24 | $43.7M | $-1.1M |
自由现金流AMWDBKD
| Q4 25 | $638.0K | $-29.1M | ||
| Q3 25 | $25.3M | $34.9M | ||
| Q2 25 | $35.8M | $29.1M | ||
| Q1 25 | $2.3M | $-18.4M | ||
| Q4 24 | $1.1M | $-5.1M | ||
| Q3 24 | $29.5M | $11.5M | ||
| Q2 24 | $7.2M | $4.1M | ||
| Q1 24 | $22.1M | $-45.5M |
自由现金流率AMWDBKD
| Q4 25 | 0.2% | -3.9% | ||
| Q3 25 | 6.3% | 4.3% | ||
| Q2 25 | 8.9% | 3.6% | ||
| Q1 25 | 0.6% | -2.3% | ||
| Q4 24 | 0.2% | -0.7% | ||
| Q3 24 | 6.4% | 1.5% | ||
| Q2 24 | 1.6% | 0.5% | ||
| Q1 24 | 5.2% | -5.8% |
资本支出强度AMWDBKD
| Q4 25 | 2.7% | 8.4% | ||
| Q3 25 | 1.9% | 5.1% | ||
| Q2 25 | 2.2% | 6.7% | ||
| Q1 25 | 2.2% | 5.1% | ||
| Q4 24 | 2.4% | 6.4% | ||
| Q3 24 | 2.5% | 7.0% | ||
| Q2 24 | 8.0% | 6.6% | ||
| Q1 24 | 5.1% | 5.7% |
现金转化率AMWDBKD
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| 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% |
BKD
| Assisted Living And Memory Care | $506.7M | 67% |
| Independent Living | $121.6M | 16% |
| Ccrcs Rental | $86.3M | 11% |
| Reimbursement Costs Managed Communities | $36.7M | 5% |
| Management Service | $2.9M | 0% |
