vs
AMERICAN WOODMARK CORP(AMWD)与科睿唯安(CLVT)财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是AMERICAN WOODMARK CORP的1.5倍($585.5M vs $394.6M),AMERICAN WOODMARK CORP净利率更高(1.5% vs -6.9%,领先8.4%),科睿唯安同比增速更快(-1.4% vs -12.8%),科睿唯安自由现金流更多($78.9M vs $638.0K),过去两年AMERICAN WOODMARK CORP的营收复合增速更高(-3.3% vs -5.1%)
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。
科睿唯安是一家英美合资的上市分析服务企业,主要提供订阅制信息服务,覆盖文献计量、科学计量、商业与市场情报领域,同时为医药、生物科技行业提供专利、监管合规相关的竞争分析,也提供商标保护、域名与品牌保护服务,旗下Web of Science产品系列还负责计算学术期刊的影响因子。
AMWD vs CLVT — 直观对比
营收规模更大
CLVT
是对方的1.5倍
$394.6M
营收增速更快
CLVT
高出11.4%
-12.8%
净利率更高
AMWD
高出8.4%
-6.9%
自由现金流更多
CLVT
多$78.3M
$638.0K
两年增速更快
AMWD
近两年复合增速
-5.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $394.6M | $585.5M |
| 净利润 | $6.1M | $-40.2M |
| 毛利率 | 15.2% | 67.2% |
| 营业利润率 | 3.1% | 5.2% |
| 净利率 | 1.5% | -6.9% |
| 营收同比 | -12.8% | -1.4% |
| 净利润同比 | -78.0% | 61.3% |
| 每股收益(稀释后) | $0.42 | $-0.06 |
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
AMWD
CLVT
| Q1 26 | — | $585.5M | ||
| Q4 25 | $394.6M | $617.0M | ||
| Q3 25 | $403.0M | $623.1M | ||
| Q2 25 | $400.4M | $621.4M | ||
| Q1 25 | $397.6M | $593.7M | ||
| Q4 24 | $452.5M | $663.0M | ||
| Q3 24 | $459.1M | $622.2M | ||
| Q2 24 | $453.3M | $650.3M |
净利润
AMWD
CLVT
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $6.1M | $3.1M | ||
| Q3 25 | $14.6M | $-28.3M | ||
| Q2 25 | $25.6M | $-72.0M | ||
| Q1 25 | $16.6M | $-103.9M | ||
| Q4 24 | $27.7M | $-191.8M | ||
| Q3 24 | $29.6M | $-65.6M | ||
| Q2 24 | $26.8M | $-304.3M |
毛利率
AMWD
CLVT
| Q1 26 | — | 67.2% | ||
| Q4 25 | 15.2% | 66.8% | ||
| Q3 25 | 16.7% | 65.0% | ||
| Q2 25 | 17.0% | 67.2% | ||
| Q1 25 | 15.0% | 65.1% | ||
| Q4 24 | 18.9% | 65.7% | ||
| Q3 24 | 20.2% | 66.2% | ||
| Q2 24 | 18.6% | 67.2% |
营业利润率
AMWD
CLVT
| Q1 26 | — | 5.2% | ||
| Q4 25 | 3.1% | 6.7% | ||
| Q3 25 | 5.0% | 7.1% | ||
| Q2 25 | 7.4% | 1.1% | ||
| Q1 25 | 5.3% | -3.5% | ||
| Q4 24 | 9.4% | -9.4% | ||
| Q3 24 | 10.2% | 3.5% | ||
| Q2 24 | 8.4% | -36.9% |
净利率
AMWD
CLVT
| Q1 26 | — | -6.9% | ||
| Q4 25 | 1.5% | 0.5% | ||
| Q3 25 | 3.6% | -4.5% | ||
| Q2 25 | 6.4% | -11.6% | ||
| Q1 25 | 4.2% | -17.5% | ||
| Q4 24 | 6.1% | -28.9% | ||
| Q3 24 | 6.5% | -10.5% | ||
| Q2 24 | 5.9% | -46.8% |
每股收益(稀释后)
AMWD
CLVT
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.42 | $0.00 | ||
| Q3 25 | $1.00 | $-0.04 | ||
| Q2 25 | $1.73 | $-0.11 | ||
| Q1 25 | $1.09 | $-0.15 | ||
| Q4 24 | $1.79 | $-0.27 | ||
| Q3 24 | $1.89 | $-0.09 | ||
| Q2 24 | $1.70 | $-0.46 |
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 | $4.3B |
| 股东权益账面价值 | $928.2M | $4.8B |
| 总资产 | $1.6B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.89× |
8季度趋势,按日历期对齐
现金及短期投资
AMWD
CLVT
| Q1 26 | — | — | ||
| Q4 25 | $52.1M | $329.2M | ||
| Q3 25 | $54.9M | $318.7M | ||
| Q2 25 | $48.2M | $362.6M | ||
| Q1 25 | $43.5M | $354.0M | ||
| Q4 24 | $56.7M | $295.2M | ||
| Q3 24 | $89.3M | $388.5M | ||
| Q2 24 | $87.4M | $376.4M |
总债务
AMWD
CLVT
| Q1 26 | — | $4.3B | ||
| Q4 25 | $363.3M | $4.3B | ||
| Q3 25 | $364.8M | $4.4B | ||
| Q2 25 | $365.8M | $4.5B | ||
| Q1 25 | $367.3M | $4.5B | ||
| Q4 24 | $368.0M | $4.5B | ||
| Q3 24 | $372.2M | $4.6B | ||
| Q2 24 | $371.8M | $4.6B |
股东权益
AMWD
CLVT
| Q1 26 | — | $4.8B | ||
| Q4 25 | $928.2M | $4.8B | ||
| Q3 25 | $920.3M | $4.9B | ||
| Q2 25 | $916.0M | $5.0B | ||
| Q1 25 | $919.6M | $5.0B | ||
| Q4 24 | $915.1M | $5.1B | ||
| Q3 24 | $913.8M | $5.5B | ||
| Q2 24 | $910.4M | $5.6B |
总资产
AMWD
CLVT
| Q1 26 | — | $10.9B | ||
| Q4 25 | $1.6B | $11.1B | ||
| Q3 25 | $1.6B | $11.2B | ||
| Q2 25 | $1.6B | $11.4B | ||
| Q1 25 | $1.6B | $11.5B | ||
| Q4 24 | $1.6B | $11.5B | ||
| Q3 24 | $1.6B | $12.0B | ||
| Q2 24 | $1.6B | $12.1B |
负债/权益比
AMWD
CLVT
| Q1 26 | — | 0.89× | ||
| Q4 25 | 0.39× | 0.89× | ||
| Q3 25 | 0.40× | 0.90× | ||
| Q2 25 | 0.40× | 0.90× | ||
| Q1 25 | 0.40× | 0.90× | ||
| Q4 24 | 0.40× | 0.88× | ||
| Q3 24 | 0.41× | 0.84× | ||
| Q2 24 | 0.41× | 0.83× |
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 | $134.7M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $78.9M |
| 自由现金流率自由现金流/营收 | 0.2% | 13.5% |
| 资本支出强度资本支出/营收 | 2.7% | 9.5% |
| 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 | $333.9M |
8季度趋势,按日历期对齐
经营现金流
AMWD
CLVT
| Q1 26 | — | $134.7M | ||
| Q4 25 | $11.2M | $159.9M | ||
| Q3 25 | $33.1M | $181.1M | ||
| Q2 25 | $44.8M | $116.3M | ||
| Q1 25 | $11.0M | $171.2M | ||
| Q4 24 | $11.9M | $141.3M | ||
| Q3 24 | $40.8M | $202.9M | ||
| Q2 24 | $43.3M | $126.2M |
自由现金流
AMWD
CLVT
| Q1 26 | — | $78.9M | ||
| Q4 25 | $638.0K | $89.2M | ||
| Q3 25 | $25.3M | $115.5M | ||
| Q2 25 | $35.8M | $50.3M | ||
| Q1 25 | $2.3M | $110.3M | ||
| Q4 24 | $1.1M | $59.1M | ||
| Q3 24 | $29.5M | $126.3M | ||
| Q2 24 | $7.2M | $60.3M |
自由现金流率
AMWD
CLVT
| Q1 26 | — | 13.5% | ||
| Q4 25 | 0.2% | 14.5% | ||
| Q3 25 | 6.3% | 18.5% | ||
| Q2 25 | 8.9% | 8.1% | ||
| Q1 25 | 0.6% | 18.6% | ||
| Q4 24 | 0.2% | 8.9% | ||
| Q3 24 | 6.4% | 20.3% | ||
| Q2 24 | 1.6% | 9.3% |
资本支出强度
AMWD
CLVT
| Q1 26 | — | 9.5% | ||
| Q4 25 | 2.7% | 11.5% | ||
| Q3 25 | 1.9% | 10.5% | ||
| Q2 25 | 2.2% | 10.6% | ||
| Q1 25 | 2.2% | 10.3% | ||
| Q4 24 | 2.4% | 12.4% | ||
| Q3 24 | 2.5% | 12.3% | ||
| Q2 24 | 8.0% | 10.1% |
现金转化率
AMWD
CLVT
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 51.58× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — |
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% |
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |