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AMERICAN WOODMARK CORP（AMWD）与COPT DEFENSE PROPERTIES（CDP）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COPT DEFENSE PROPERTIES的2.0倍（$394.6M vs $197.4M），COPT DEFENSE PROPERTIES净利率更高（20.0% vs 1.5%，领先18.4%），COPT DEFENSE PROPERTIES同比增速更快（7.6% vs -12.8%），COPT DEFENSE PROPERTIES自由现金流更多（$288.9M vs $638.0K），过去两年COPT DEFENSE PROPERTIES的营收复合增速更高（1.1% 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。
COPT Defense Properties是一家专业房地产投资信托基金，重点投资写字楼物业，资产主要布局于华盛顿大都会区的近郊区域，核心租户为美国政府及国防军工行业企业。截至2024年12月31日，公司旗下共持有164栋写字楼，总面积达1650万平方英尺，同时运营31个单租户数据中心，总面积590万平方英尺。
AMWD vs CDP — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $197.4M |
| 净利润 | $6.1M | $39.4M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 19.9% |
| 净利率 | 1.5% | 20.0% |
| 营收同比 | -12.8% | 7.6% |
| 净利润同比 | -78.0% | 8.0% |
| 每股收益（稀释后） | $0.42 | $0.32 |
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
| Q4 25 | $394.6M | $197.4M | ||
| Q3 25 | $403.0M | $188.8M | ||
| Q2 25 | $400.4M | $189.9M | ||
| Q1 25 | $397.6M | $187.9M | ||
| Q4 24 | $452.5M | $183.4M | ||
| Q3 24 | $459.1M | $189.2M | ||
| Q2 24 | $453.3M | $187.3M | ||
| Q1 24 | $422.1M | $193.3M |
| Q4 25 | $6.1M | $39.4M | ||
| Q3 25 | $14.6M | $43.7M | ||
| Q2 25 | $25.6M | $40.2M | ||
| Q1 25 | $16.6M | $36.2M | ||
| Q4 24 | $27.7M | $36.5M | ||
| Q3 24 | $29.6M | $37.4M | ||
| Q2 24 | $26.8M | $36.4M | ||
| Q1 24 | $21.2M | $33.7M |
| 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% | — | ||
| Q1 24 | 19.2% | — |
| Q4 25 | 3.1% | 19.9% | ||
| Q3 25 | 5.0% | 22.5% | ||
| Q2 25 | 7.4% | 21.0% | ||
| Q1 25 | 5.3% | 19.1% | ||
| Q4 24 | 9.4% | 19.7% | ||
| Q3 24 | 10.2% | 19.8% | ||
| Q2 24 | 8.4% | 19.4% | ||
| Q1 24 | 6.6% | 17.5% |
| Q4 25 | 1.5% | 20.0% | ||
| Q3 25 | 3.6% | 23.2% | ||
| Q2 25 | 6.4% | 21.1% | ||
| Q1 25 | 4.2% | 19.3% | ||
| Q4 24 | 6.1% | 19.9% | ||
| Q3 24 | 6.5% | 19.8% | ||
| Q2 24 | 5.9% | 19.4% | ||
| Q1 24 | 5.0% | 17.4% |
| Q4 25 | $0.42 | $0.32 | ||
| Q3 25 | $1.00 | $0.37 | ||
| Q2 25 | $1.73 | $0.34 | ||
| Q1 25 | $1.09 | $0.31 | ||
| Q4 24 | $1.79 | $0.31 | ||
| Q3 24 | $1.89 | $0.32 | ||
| Q2 24 | $1.70 | $0.31 | ||
| Q1 24 | $1.32 | $0.29 |
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 | $275.0M |
| 总债务越低越好 | $363.3M | $2.8B |
| 股东权益账面价值 | $928.2M | $1.5B |
| 总资产 | $1.6B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.83× |
8季度趋势，按日历期对齐
| Q4 25 | $52.1M | $275.0M | ||
| Q3 25 | $54.9M | $23.7M | ||
| Q2 25 | $48.2M | $21.3M | ||
| Q1 25 | $43.5M | $24.3M | ||
| Q4 24 | $56.7M | $38.3M | ||
| Q3 24 | $89.3M | $34.5M | ||
| Q2 24 | $87.4M | $100.4M | ||
| Q1 24 | $97.8M | $123.1M |
| Q4 25 | $363.3M | $2.8B | ||
| Q3 25 | $364.8M | $2.4B | ||
| Q2 25 | $365.8M | $2.4B | ||
| Q1 25 | $367.3M | $2.4B | ||
| Q4 24 | $368.0M | $2.4B | ||
| Q3 24 | $372.2M | $2.4B | ||
| Q2 24 | $371.8M | $2.4B | ||
| Q1 24 | $371.3M | $2.4B |
| Q4 25 | $928.2M | $1.5B | ||
| Q3 25 | $920.3M | $1.5B | ||
| Q2 25 | $916.0M | $1.5B | ||
| Q1 25 | $919.6M | $1.5B | ||
| Q4 24 | $915.1M | $1.5B | ||
| Q3 24 | $913.8M | $1.5B | ||
| Q2 24 | $910.4M | $1.5B | ||
| Q1 24 | $896.9M | $1.5B |
| Q4 25 | $1.6B | $4.7B | ||
| Q3 25 | $1.6B | $4.4B | ||
| Q2 25 | $1.6B | $4.3B | ||
| Q1 25 | $1.6B | $4.3B | ||
| Q4 24 | $1.6B | $4.3B | ||
| Q3 24 | $1.6B | $4.2B | ||
| Q2 24 | $1.6B | $4.2B | ||
| Q1 24 | $1.6B | $4.2B |
| Q4 25 | 0.39× | 1.83× | ||
| Q3 25 | 0.40× | 1.62× | ||
| Q2 25 | 0.40× | 1.63× | ||
| Q1 25 | 0.40× | 1.62× | ||
| Q4 24 | 0.40× | 1.60× | ||
| Q3 24 | 0.41× | 1.61× | ||
| Q2 24 | 0.41× | 1.61× | ||
| Q1 24 | 0.41× | 1.63× |
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 | $309.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $288.9M |
| 自由现金流率自由现金流/营收 | 0.2% | 146.4% |
| 资本支出强度资本支出/营收 | 2.7% | 10.7% |
| 现金转化率经营现金流/净利润 | 1.83× | 7.87× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $501.5M |
8季度趋势，按日历期对齐
| Q4 25 | $11.2M | $309.9M | ||
| Q3 25 | $33.1M | $68.6M | ||
| Q2 25 | $44.8M | $87.9M | ||
| Q1 25 | $11.0M | $72.1M | ||
| Q4 24 | $11.9M | $331.0M | ||
| Q3 24 | $40.8M | $65.1M | ||
| Q2 24 | $43.3M | $93.8M | ||
| Q1 24 | $43.7M | $71.0M |
| Q4 25 | $638.0K | $288.9M | ||
| Q3 25 | $25.3M | $62.9M | ||
| Q2 25 | $35.8M | $84.5M | ||
| Q1 25 | $2.3M | $65.1M | ||
| Q4 24 | $1.1M | $299.6M | ||
| Q3 24 | $29.5M | $61.0M | ||
| Q2 24 | $7.2M | $88.4M | ||
| Q1 24 | $22.1M | $57.9M |
| Q4 25 | 0.2% | 146.4% | ||
| Q3 25 | 6.3% | 33.3% | ||
| Q2 25 | 8.9% | 44.5% | ||
| Q1 25 | 0.6% | 34.7% | ||
| Q4 24 | 0.2% | 163.3% | ||
| Q3 24 | 6.4% | 32.3% | ||
| Q2 24 | 1.6% | 47.2% | ||
| Q1 24 | 5.2% | 30.0% |
| Q4 25 | 2.7% | 10.7% | ||
| Q3 25 | 1.9% | 3.0% | ||
| Q2 25 | 2.2% | 1.8% | ||
| Q1 25 | 2.2% | 3.7% | ||
| Q4 24 | 2.4% | 17.1% | ||
| Q3 24 | 2.5% | 2.1% | ||
| Q2 24 | 8.0% | 2.9% | ||
| Q1 24 | 5.1% | 6.8% |
| Q4 25 | 1.83× | 7.87× | ||
| Q3 25 | 2.27× | 1.57× | ||
| Q2 25 | 1.75× | 2.19× | ||
| Q1 25 | 0.66× | 1.99× | ||
| Q4 24 | 0.43× | 9.08× | ||
| Q3 24 | 1.38× | 1.74× | ||
| Q2 24 | 1.62× | 2.58× | ||
| Q1 24 | 2.06× | 2.11× |
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% |
CDP
暂无分部数据
