vs
AMERICAN WOODMARK CORP（AMWD）与BOX INC（BOX）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是BOX INC的1.3倍（$394.6M vs $301.1M），BOX INC净利率更高（4.0% vs 1.5%，领先2.5%），BOX INC同比增速更快（9.1% vs -12.8%），BOX INC自由现金流更多（$71.3M vs $638.0K），过去两年BOX INC的营收复合增速更高（7.0% 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。
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
AMWD vs BOX — 直观对比
营收规模更大
AMWD
是对方的1.3倍
$301.1M
营收增速更快
BOX
高出21.9%
-12.8%
净利率更高
BOX
高出2.5%
1.5%
自由现金流更多
BOX
多$70.7M
$638.0K
两年增速更快
BOX
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $301.1M |
| 净利润 | $6.1M | $12.1M |
| 毛利率 | 15.2% | 79.6% |
| 营业利润率 | 3.1% | 8.3% |
| 净利率 | 1.5% | 4.0% |
| 营收同比 | -12.8% | 9.1% |
| 净利润同比 | -78.0% | -6.4% |
| 每股收益（稀释后） | $0.42 | $0.05 |
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AMWDBOX
| Q4 25 | $394.6M | $301.1M | ||
| Q3 25 | $403.0M | $294.0M | ||
| Q2 25 | $400.4M | $276.3M | ||
| Q1 25 | $397.6M | $279.5M | ||
| Q4 24 | $452.5M | $275.9M | ||
| Q3 24 | $459.1M | $270.0M | ||
| Q2 24 | $453.3M | $264.7M | ||
| Q1 24 | $422.1M | $262.9M |
净利润AMWDBOX
| Q4 25 | $6.1M | $12.1M | ||
| Q3 25 | $14.6M | $13.4M | ||
| Q2 25 | $25.6M | $8.2M | ||
| Q1 25 | $16.6M | $194.0M | ||
| Q4 24 | $27.7M | $12.9M | ||
| Q3 24 | $29.6M | $20.5M | ||
| Q2 24 | $26.8M | $17.2M | ||
| Q1 24 | $21.2M | $99.2M |
毛利率AMWDBOX
| Q4 25 | 15.2% | 79.6% | ||
| Q3 25 | 16.7% | 79.1% | ||
| Q2 25 | 17.0% | 78.0% | ||
| Q1 25 | 15.0% | 79.0% | ||
| Q4 24 | 18.9% | 79.9% | ||
| Q3 24 | 20.2% | 79.4% | ||
| Q2 24 | 18.6% | 78.0% | ||
| Q1 24 | 19.2% | 76.1% |
营业利润率AMWDBOX
| Q4 25 | 3.1% | 8.3% | ||
| Q3 25 | 5.0% | 7.0% | ||
| Q2 25 | 7.4% | 2.3% | ||
| Q1 25 | 5.3% | 6.4% | ||
| Q4 24 | 9.4% | 8.5% | ||
| Q3 24 | 10.2% | 7.5% | ||
| Q2 24 | 8.4% | 6.8% | ||
| Q1 24 | 6.6% | 8.1% |
净利率AMWDBOX
| Q4 25 | 1.5% | 4.0% | ||
| Q3 25 | 3.6% | 4.6% | ||
| Q2 25 | 6.4% | 3.0% | ||
| Q1 25 | 4.2% | 69.4% | ||
| Q4 24 | 6.1% | 4.7% | ||
| Q3 24 | 6.5% | 7.6% | ||
| Q2 24 | 5.9% | 6.5% | ||
| Q1 24 | 5.0% | 37.7% |
每股收益（稀释后）AMWDBOX
| Q4 25 | $0.42 | $0.05 | ||
| Q3 25 | $1.00 | $0.05 | ||
| Q2 25 | $1.73 | $0.02 | ||
| Q1 25 | $1.09 | $1.13 | ||
| Q4 24 | $1.79 | $0.05 | ||
| Q3 24 | $1.89 | $0.10 | ||
| Q2 24 | $1.70 | $0.08 | ||
| Q1 24 | $1.32 | $0.57 |
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 | $729.6M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $-286.6M |
| 总资产 | $1.6B | $1.6B |
| 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AMWDBOX
| Q4 25 | $52.1M | $729.6M | ||
| Q3 25 | $54.9M | $757.9M | ||
| Q2 25 | $48.2M | $790.4M | ||
| Q1 25 | $43.5M | $722.8M | ||
| Q4 24 | $56.7M | $697.9M | ||
| Q3 24 | $89.3M | $482.2M | ||
| Q2 24 | $87.4M | $566.1M | ||
| Q1 24 | $97.8M | $480.7M |
总债务AMWDBOX
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDBOX
| Q4 25 | $928.2M | $-286.6M | ||
| Q3 25 | $920.3M | $-269.4M | ||
| Q2 25 | $916.0M | $-280.1M | ||
| Q1 25 | $919.6M | $-297.0M | ||
| Q4 24 | $915.1M | $-479.9M | ||
| Q3 24 | $913.8M | $-439.4M | ||
| Q2 24 | $910.4M | $-397.9M | ||
| Q1 24 | $896.9M | $-431.1M |
总资产AMWDBOX
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.6B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
负债/权益比AMWDBOX
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.41× | — |
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 | $73.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $71.3M |
| 自由现金流率自由现金流/营收 | 0.2% | 23.7% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 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 | $343.5M |
8季度趋势，按日历期对齐
经营现金流AMWDBOX
| Q4 25 | $11.2M | $73.0M | ||
| Q3 25 | $33.1M | $46.0M | ||
| Q2 25 | $44.8M | $127.1M | ||
| Q1 25 | $11.0M | $102.2M | ||
| Q4 24 | $11.9M | $62.6M | ||
| Q3 24 | $40.8M | $36.3M | ||
| Q2 24 | $43.3M | $131.2M | ||
| Q1 24 | $43.7M | $89.3M |
自由现金流AMWDBOX
| Q4 25 | $638.0K | $71.3M | ||
| Q3 25 | $25.3M | $43.9M | ||
| Q2 25 | $35.8M | $126.7M | ||
| Q1 25 | $2.3M | $101.5M | ||
| Q4 24 | $1.1M | $62.3M | ||
| Q3 24 | $29.5M | $35.9M | ||
| Q2 24 | $7.2M | $129.9M | ||
| Q1 24 | $22.1M | $89.1M |
自由现金流率AMWDBOX
| Q4 25 | 0.2% | 23.7% | ||
| Q3 25 | 6.3% | 14.9% | ||
| Q2 25 | 8.9% | 45.9% | ||
| Q1 25 | 0.6% | 36.3% | ||
| Q4 24 | 0.2% | 22.6% | ||
| Q3 24 | 6.4% | 13.3% | ||
| Q2 24 | 1.6% | 49.1% | ||
| Q1 24 | 5.2% | 33.9% |
资本支出强度AMWDBOX
| Q4 25 | 2.7% | 0.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 2.2% | 0.1% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.4% | 0.1% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 8.0% | 0.5% | ||
| Q1 24 | 5.1% | 0.1% |
现金转化率AMWDBOX
| Q4 25 | 1.83× | 6.05× | ||
| Q3 25 | 2.27× | 3.42× | ||
| Q2 25 | 1.75× | 15.51× | ||
| Q1 25 | 0.66× | 0.53× | ||
| Q4 24 | 0.43× | 4.85× | ||
| Q3 24 | 1.38× | 1.77× | ||
| Q2 24 | 1.62× | 7.62× | ||
| Q1 24 | 2.06× | 0.90× |
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% |
BOX
暂无分部数据
