vs
AMERICAN WOODMARK CORP（AMWD）与COMMERCE BANCSHARES INC（CBSH）财务数据对比。点击上方公司名可切换其他公司
COMMERCE BANCSHARES INC的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$475.7M vs $394.6M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 1.5%，领先28.2%），COMMERCE BANCSHARES INC同比增速更快（11.1% vs -12.8%），过去两年COMMERCE BANCSHARES INC的营收复合增速更高（7.1% 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。
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
AMWD vs CBSH — 直观对比
营收规模更大
CBSH
是对方的1.2倍
$394.6M
营收增速更快
CBSH
高出23.9%
-12.8%
净利率更高
CBSH
高出28.2%
1.5%
两年增速更快
CBSH
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $475.7M |
| 净利润 | $6.1M | $141.6M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | — |
| 净利率 | 1.5% | 29.8% |
| 营收同比 | -12.8% | 11.1% |
| 净利润同比 | -78.0% | 10.5% |
| 每股收益（稀释后） | $0.42 | $0.96 |
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AMWDCBSH
| Q1 26 | — | $475.7M | ||
| Q4 25 | $394.6M | $449.4M | ||
| Q3 25 | $403.0M | $441.0M | ||
| Q2 25 | $400.4M | $445.8M | ||
| Q1 25 | $397.6M | $428.1M | ||
| Q4 24 | $452.5M | $422.1M | ||
| Q3 24 | $459.1M | $421.4M | ||
| Q2 24 | $453.3M | $414.5M |
净利润AMWDCBSH
| Q1 26 | — | $141.6M | ||
| Q4 25 | $6.1M | $140.7M | ||
| Q3 25 | $14.6M | $141.5M | ||
| Q2 25 | $25.6M | $152.5M | ||
| Q1 25 | $16.6M | $131.6M | ||
| Q4 24 | $27.7M | $136.1M | ||
| Q3 24 | $29.6M | $138.0M | ||
| Q2 24 | $26.8M | $139.6M |
毛利率AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — |
营业利润率AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 40.8% | ||
| Q3 25 | 5.0% | 41.9% | ||
| Q2 25 | 7.4% | 44.0% | ||
| Q1 25 | 5.3% | 39.2% | ||
| Q4 24 | 9.4% | 41.2% | ||
| Q3 24 | 10.2% | 42.4% | ||
| Q2 24 | 8.4% | 43.4% |
净利率AMWDCBSH
| Q1 26 | — | 29.8% | ||
| Q4 25 | 1.5% | 31.3% | ||
| Q3 25 | 3.6% | 32.1% | ||
| Q2 25 | 6.4% | 34.2% | ||
| Q1 25 | 4.2% | 30.7% | ||
| Q4 24 | 6.1% | 32.2% | ||
| Q3 24 | 6.5% | 32.8% | ||
| Q2 24 | 5.9% | 33.7% |
每股收益（稀释后）AMWDCBSH
| Q1 26 | — | $0.96 | ||
| Q4 25 | $0.42 | $0.86 | ||
| Q3 25 | $1.00 | $1.06 | ||
| Q2 25 | $1.73 | $1.14 | ||
| Q1 25 | $1.09 | $0.98 | ||
| Q4 24 | $1.79 | $0.83 | ||
| Q3 24 | $1.89 | $1.01 | ||
| Q2 24 | $1.70 | $1.03 |
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 | — |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $4.3B |
| 总资产 | $1.6B | $35.7B |
| 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AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — |
总债务AMWDCBSH
| Q1 26 | — | — | ||
| 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 | — |
股东权益AMWDCBSH
| Q1 26 | — | $4.3B | ||
| Q4 25 | $928.2M | $3.8B | ||
| Q3 25 | $920.3M | $3.8B | ||
| Q2 25 | $916.0M | $3.6B | ||
| Q1 25 | $919.6M | $3.5B | ||
| Q4 24 | $915.1M | $3.3B | ||
| Q3 24 | $913.8M | $3.4B | ||
| Q2 24 | $910.4M | $3.1B |
总资产AMWDCBSH
| Q1 26 | — | $35.7B | ||
| Q4 25 | $1.6B | $32.9B | ||
| Q3 25 | $1.6B | $32.3B | ||
| Q2 25 | $1.6B | $32.3B | ||
| Q1 25 | $1.6B | $32.4B | ||
| Q4 24 | $1.6B | $32.0B | ||
| Q3 24 | $1.6B | $31.5B | ||
| Q2 24 | $1.6B | $30.6B |
负债/权益比AMWDCBSH
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $638.0K | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $645.1M | ||
| Q3 25 | $33.1M | $129.0M | ||
| Q2 25 | $44.8M | $111.2M | ||
| Q1 25 | $11.0M | $138.6M | ||
| Q4 24 | $11.9M | $577.9M | ||
| Q3 24 | $40.8M | $431.7M | ||
| Q2 24 | $43.3M | $147.4M |
自由现金流AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $592.4M | ||
| Q3 25 | $25.3M | $113.3M | ||
| Q2 25 | $35.8M | $100.5M | ||
| Q1 25 | $2.3M | $126.0M | ||
| Q4 24 | $1.1M | $531.7M | ||
| Q3 24 | $29.5M | $419.1M | ||
| Q2 24 | $7.2M | $138.9M |
自由现金流率AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 131.8% | ||
| Q3 25 | 6.3% | 25.7% | ||
| Q2 25 | 8.9% | 22.5% | ||
| Q1 25 | 0.6% | 29.4% | ||
| Q4 24 | 0.2% | 126.0% | ||
| Q3 24 | 6.4% | 99.5% | ||
| Q2 24 | 1.6% | 33.5% |
资本支出强度AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 11.7% | ||
| Q3 25 | 1.9% | 3.6% | ||
| Q2 25 | 2.2% | 2.4% | ||
| Q1 25 | 2.2% | 2.9% | ||
| Q4 24 | 2.4% | 10.9% | ||
| Q3 24 | 2.5% | 3.0% | ||
| Q2 24 | 8.0% | 2.1% |
现金转化率AMWDCBSH
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 4.59× | ||
| Q3 25 | 2.27× | 0.91× | ||
| Q2 25 | 1.75× | 0.73× | ||
| Q1 25 | 0.66× | 1.05× | ||
| Q4 24 | 0.43× | 4.25× | ||
| Q3 24 | 1.38× | 3.13× | ||
| Q2 24 | 1.62× | 1.06× |
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% |
CBSH
暂无分部数据
