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AMERICAN WOODMARK CORP（AMWD）与CF Industries（CF）财务数据对比。点击上方公司名可切换其他公司
CF Industries的季度营收约是AMERICAN WOODMARK CORP的4.7倍（$1.9B vs $394.6M）。CF Industries净利率更高（26.4% vs 1.5%，领先24.9%）。CF Industries同比增速更快（22.8% vs -12.8%）。CF Industries自由现金流更多（$313.0M vs $638.0K）。过去两年CF Industries的营收复合增速更高（12.8% 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。
CF Industries Holdings Inc.是美国知名农用肥料生产及分销商，1946年成立时名为中央农民肥料公司，总部位于芝加哥郊区的伊利诺伊州诺斯布鲁克。公司主营氨、尿素、硝酸铵等肥料产品，最初为区域农业供应合作社联盟，成立56年后完成股份化改制，转为公开上市企业。
AMWD vs CF — 直观对比
营收规模更大
CF
是对方的4.7倍
$394.6M
营收增速更快
CF
高出35.6%
-12.8%
净利率更高
CF
高出24.9%
1.5%
自由现金流更多
CF
多$312.4M
$638.0K
两年增速更快
CF
近两年复合增速
-3.3%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $1.9B |
| 净利润 | $6.1M | $495.0M |
| 毛利率 | 15.2% | 40.9% |
| 营业利润率 | 3.1% | 33.0% |
| 净利率 | 1.5% | 26.4% |
| 营收同比 | -12.8% | 22.8% |
| 净利润同比 | -78.0% | 26.3% |
| 每股收益（稀释后） | $0.42 | $2.56 |
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AMWDCF
| Q4 25 | $394.6M | $1.9B | ||
| Q3 25 | $403.0M | $1.7B | ||
| Q2 25 | $400.4M | $1.9B | ||
| Q1 25 | $397.6M | $1.7B | ||
| Q4 24 | $452.5M | $1.5B | ||
| Q3 24 | $459.1M | $1.4B | ||
| Q2 24 | $453.3M | $1.6B | ||
| Q1 24 | $422.1M | $1.5B |
净利润AMWDCF
| Q4 25 | $6.1M | $495.0M | ||
| Q3 25 | $14.6M | $460.0M | ||
| Q2 25 | $25.6M | $492.0M | ||
| Q1 25 | $16.6M | $351.0M | ||
| Q4 24 | $27.7M | $392.0M | ||
| Q3 24 | $29.6M | $341.0M | ||
| Q2 24 | $26.8M | $506.0M | ||
| Q1 24 | $21.2M | $238.0M |
毛利率AMWDCF
| Q4 25 | 15.2% | 40.9% | ||
| Q3 25 | 16.7% | 38.1% | ||
| Q2 25 | 17.0% | 39.9% | ||
| Q1 25 | 15.0% | 34.4% | ||
| Q4 24 | 18.9% | 34.4% | ||
| Q3 24 | 20.2% | 32.4% | ||
| Q2 24 | 18.6% | 43.2% | ||
| Q1 24 | 19.2% | 27.8% |
营业利润率AMWDCF
| Q4 25 | 3.1% | 33.0% | ||
| Q3 25 | 5.0% | 35.0% | ||
| Q2 25 | 7.4% | 34.3% | ||
| Q1 25 | 5.3% | 27.4% | ||
| Q4 24 | 9.4% | 28.9% | ||
| Q3 24 | 10.2% | 26.6% | ||
| Q2 24 | 8.4% | 40.6% | ||
| Q1 24 | 6.6% | 20.6% |
净利率AMWDCF
| Q4 25 | 1.5% | 26.4% | ||
| Q3 25 | 3.6% | 27.7% | ||
| Q2 25 | 6.4% | 26.0% | ||
| Q1 25 | 4.2% | 21.1% | ||
| Q4 24 | 6.1% | 25.7% | ||
| Q3 24 | 6.5% | 24.9% | ||
| Q2 24 | 5.9% | 32.2% | ||
| Q1 24 | 5.0% | 16.2% |
每股收益（稀释后）AMWDCF
| Q4 25 | $0.42 | $2.56 | ||
| Q3 25 | $1.00 | $2.19 | ||
| Q2 25 | $1.73 | $2.37 | ||
| Q1 25 | $1.09 | $1.85 | ||
| Q4 24 | $1.79 | $1.86 | ||
| Q3 24 | $1.89 | $1.55 | ||
| Q2 24 | $1.70 | $2.30 | ||
| Q1 24 | $1.32 | $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 | $3.2B |
| 股东权益账面价值 | $928.2M | $4.8B |
| 总资产 | $1.6B | $14.1B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资AMWDCF
| 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 | — | ||
| Q1 24 | $97.8M | — |
总债务AMWDCF
| Q4 25 | $363.3M | $3.2B | ||
| Q3 25 | $364.8M | $3.0B | ||
| Q2 25 | $365.8M | $3.0B | ||
| Q1 25 | $367.3M | $3.0B | ||
| Q4 24 | $368.0M | $3.0B | ||
| Q3 24 | $372.2M | $3.0B | ||
| Q2 24 | $371.8M | $3.0B | ||
| Q1 24 | $371.3M | $3.0B |
股东权益AMWDCF
| Q4 25 | $928.2M | $4.8B | ||
| Q3 25 | $920.3M | $4.8B | ||
| Q2 25 | $916.0M | $5.0B | ||
| Q1 25 | $919.6M | $4.8B | ||
| Q4 24 | $915.1M | $5.0B | ||
| Q3 24 | $913.8M | $5.2B | ||
| Q2 24 | $910.4M | $5.5B | ||
| Q1 24 | $896.9M | $5.4B |
总资产AMWDCF
| Q4 25 | $1.6B | $14.1B | ||
| Q3 25 | $1.6B | $14.2B | ||
| Q2 25 | $1.6B | $13.8B | ||
| Q1 25 | $1.6B | $13.3B | ||
| Q4 24 | $1.6B | $13.5B | ||
| Q3 24 | $1.6B | $13.8B | ||
| Q2 24 | $1.6B | $13.8B | ||
| Q1 24 | $1.6B | $13.9B |
负债/权益比AMWDCF
| Q4 25 | 0.39× | 0.66× | ||
| Q3 25 | 0.40× | 0.61× | ||
| Q2 25 | 0.40× | 0.60× | ||
| Q1 25 | 0.40× | 0.62× | ||
| Q4 24 | 0.40× | 0.60× | ||
| Q3 24 | 0.41× | 0.57× | ||
| Q2 24 | 0.41× | 0.54× | ||
| Q1 24 | 0.41× | 0.55× |
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 | $539.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $313.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 16.7% |
| 资本支出强度资本支出/营收 | 2.7% | 12.1% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.09× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $1.8B |
8季度趋势，按日历期对齐
经营现金流AMWDCF
| Q4 25 | $11.2M | $539.0M | ||
| Q3 25 | $33.1M | $1.1B | ||
| Q2 25 | $44.8M | $563.0M | ||
| Q1 25 | $11.0M | $586.0M | ||
| Q4 24 | $11.9M | $420.0M | ||
| Q3 24 | $40.8M | $931.0M | ||
| Q2 24 | $43.3M | $475.0M | ||
| Q1 24 | $43.7M | $445.0M |
自由现金流AMWDCF
| Q4 25 | $638.0K | $313.0M | ||
| Q3 25 | $25.3M | $717.0M | ||
| Q2 25 | $35.8M | $318.0M | ||
| Q1 25 | $2.3M | $454.0M | ||
| Q4 24 | $1.1M | $223.0M | ||
| Q3 24 | $29.5M | $792.0M | ||
| Q2 24 | $7.2M | $391.0M | ||
| Q1 24 | $22.1M | $347.0M |
自由现金流率AMWDCF
| Q4 25 | 0.2% | 16.7% | ||
| Q3 25 | 6.3% | 43.2% | ||
| Q2 25 | 8.9% | 16.8% | ||
| Q1 25 | 0.6% | 27.3% | ||
| Q4 24 | 0.2% | 14.6% | ||
| Q3 24 | 6.4% | 57.8% | ||
| Q2 24 | 1.6% | 24.9% | ||
| Q1 24 | 5.2% | 23.6% |
资本支出强度AMWDCF
| Q4 25 | 2.7% | 12.1% | ||
| Q3 25 | 1.9% | 20.9% | ||
| Q2 25 | 2.2% | 13.0% | ||
| Q1 25 | 2.2% | 7.9% | ||
| Q4 24 | 2.4% | 12.9% | ||
| Q3 24 | 2.5% | 10.1% | ||
| Q2 24 | 8.0% | 5.3% | ||
| Q1 24 | 5.1% | 6.7% |
现金转化率AMWDCF
| Q4 25 | 1.83× | 1.09× | ||
| Q3 25 | 2.27× | 2.31× | ||
| Q2 25 | 1.75× | 1.14× | ||
| Q1 25 | 0.66× | 1.67× | ||
| Q4 24 | 0.43× | 1.07× | ||
| Q3 24 | 1.38× | 2.73× | ||
| Q2 24 | 1.62× | 0.94× | ||
| Q1 24 | 2.06× | 1.87× |
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% |
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
