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AMERICAN WOODMARK CORP（AMWD）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是南玻集团的1.2倍（$394.6M vs $323.1M），南玻集团净利率更高（2.2% vs 1.5%，领先0.6%），南玻集团同比增速更快（2.0% vs -12.8%），南玻集团自由现金流更多（$55.8M vs $638.0K），过去两年南玻集团的营收复合增速更高（4.6% 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。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
AMWD vs CSGS — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$323.1M
营收增速更快
CSGS
高出14.8%
-12.8%
净利率更高
CSGS
高出0.6%
1.5%
自由现金流更多
CSGS
多$55.2M
$638.0K
两年增速更快
CSGS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $323.1M |
| 净利润 | $6.1M | $7.0M |
| 毛利率 | 15.2% | 50.0% |
| 营业利润率 | 3.1% | 9.0% |
| 净利率 | 1.5% | 2.2% |
| 营收同比 | -12.8% | 2.0% |
| 净利润同比 | -78.0% | -79.7% |
| 每股收益（稀释后） | $0.42 | $0.24 |
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AMWDCSGS
| Q4 25 | $394.6M | $323.1M | ||
| Q3 25 | $403.0M | $303.6M | ||
| Q2 25 | $400.4M | $297.1M | ||
| Q1 25 | $397.6M | $299.5M | ||
| Q4 24 | $452.5M | $316.7M | ||
| Q3 24 | $459.1M | $295.1M | ||
| Q2 24 | $453.3M | $290.3M | ||
| Q1 24 | $422.1M | $295.1M |
净利润AMWDCSGS
| Q4 25 | $6.1M | $7.0M | ||
| Q3 25 | $14.6M | $20.5M | ||
| Q2 25 | $25.6M | $12.3M | ||
| Q1 25 | $16.6M | $16.1M | ||
| Q4 24 | $27.7M | $34.5M | ||
| Q3 24 | $29.6M | $19.1M | ||
| Q2 24 | $26.8M | $13.8M | ||
| Q1 24 | $21.2M | $19.5M |
毛利率AMWDCSGS
| Q4 25 | 15.2% | 50.0% | ||
| Q3 25 | 16.7% | 48.1% | ||
| Q2 25 | 17.0% | 49.5% | ||
| Q1 25 | 15.0% | 48.4% | ||
| Q4 24 | 18.9% | 51.3% | ||
| Q3 24 | 20.2% | 49.4% | ||
| Q2 24 | 18.6% | 47.3% | ||
| Q1 24 | 19.2% | 46.5% |
营业利润率AMWDCSGS
| Q4 25 | 3.1% | 9.0% | ||
| Q3 25 | 5.0% | 10.0% | ||
| Q2 25 | 7.4% | 10.0% | ||
| Q1 25 | 5.3% | 9.8% | ||
| Q4 24 | 9.4% | 13.4% | ||
| Q3 24 | 10.2% | 10.8% | ||
| Q2 24 | 8.4% | 8.8% | ||
| Q1 24 | 6.6% | 10.8% |
净利率AMWDCSGS
| Q4 25 | 1.5% | 2.2% | ||
| Q3 25 | 3.6% | 6.7% | ||
| Q2 25 | 6.4% | 4.1% | ||
| Q1 25 | 4.2% | 5.4% | ||
| Q4 24 | 6.1% | 10.9% | ||
| Q3 24 | 6.5% | 6.5% | ||
| Q2 24 | 5.9% | 4.8% | ||
| Q1 24 | 5.0% | 6.6% |
每股收益（稀释后）AMWDCSGS
| Q4 25 | $0.42 | $0.24 | ||
| Q3 25 | $1.00 | $0.73 | ||
| Q2 25 | $1.73 | $0.44 | ||
| Q1 25 | $1.09 | $0.57 | ||
| Q4 24 | $1.79 | $1.20 | ||
| Q3 24 | $1.89 | $0.67 | ||
| Q2 24 | $1.70 | $0.48 | ||
| Q1 24 | $1.32 | $0.68 |
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 | $180.0M |
| 总债务越低越好 | $363.3M | $539.5M |
| 股东权益账面价值 | $928.2M | $283.7M |
| 总资产 | $1.6B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.90× |
8季度趋势，按日历期对齐
现金及短期投资AMWDCSGS
| Q4 25 | $52.1M | $180.0M | ||
| Q3 25 | $54.9M | $158.4M | ||
| Q2 25 | $48.2M | $145.9M | ||
| Q1 25 | $43.5M | $136.0M | ||
| Q4 24 | $56.7M | $161.8M | ||
| Q3 24 | $89.3M | $118.4M | ||
| Q2 24 | $87.4M | $110.4M | ||
| Q1 24 | $97.8M | $120.8M |
总债务AMWDCSGS
| Q4 25 | $363.3M | $539.5M | ||
| Q3 25 | $364.8M | $538.6M | ||
| Q2 25 | $365.8M | $537.8M | ||
| Q1 25 | $367.3M | $537.6M | ||
| Q4 24 | $368.0M | $538.5M | ||
| Q3 24 | $372.2M | $539.5M | ||
| Q2 24 | $371.8M | $540.5M | ||
| Q1 24 | $371.3M | $541.5M |
股东权益AMWDCSGS
| Q4 25 | $928.2M | $283.7M | ||
| Q3 25 | $920.3M | $289.5M | ||
| Q2 25 | $916.0M | $290.7M | ||
| Q1 25 | $919.6M | $283.1M | ||
| Q4 24 | $915.1M | $282.6M | ||
| Q3 24 | $913.8M | $288.4M | ||
| Q2 24 | $910.4M | $273.3M | ||
| Q1 24 | $896.9M | $269.3M |
总资产AMWDCSGS
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
负债/权益比AMWDCSGS
| Q4 25 | 0.39× | 1.90× | ||
| Q3 25 | 0.40× | 1.86× | ||
| Q2 25 | 0.40× | 1.85× | ||
| Q1 25 | 0.40× | 1.90× | ||
| Q4 24 | 0.40× | 1.91× | ||
| Q3 24 | 0.41× | 1.87× | ||
| Q2 24 | 0.41× | 1.98× | ||
| Q1 24 | 0.41× | 2.01× |
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 | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $55.8M |
| 自由现金流率自由现金流/营收 | 0.2% | 17.3% |
| 资本支出强度资本支出/营收 | 2.7% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.83× | 8.46× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $141.4M |
8季度趋势，按日历期对齐
经营现金流AMWDCSGS
| Q4 25 | $11.2M | $59.2M | ||
| Q3 25 | $33.1M | $47.9M | ||
| Q2 25 | $44.8M | $37.3M | ||
| Q1 25 | $11.0M | $11.5M | ||
| Q4 24 | $11.9M | $82.5M | ||
| Q3 24 | $40.8M | $39.5M | ||
| Q2 24 | $43.3M | $43.1M | ||
| Q1 24 | $43.7M | $-29.4M |
自由现金流AMWDCSGS
| Q4 25 | $638.0K | $55.8M | ||
| Q3 25 | $25.3M | $43.9M | ||
| Q2 25 | $35.8M | $34.6M | ||
| Q1 25 | $2.3M | $7.1M | ||
| Q4 24 | $1.1M | $76.6M | ||
| Q3 24 | $29.5M | $32.0M | ||
| Q2 24 | $7.2M | $38.8M | ||
| Q1 24 | $22.1M | $-34.1M |
自由现金流率AMWDCSGS
| Q4 25 | 0.2% | 17.3% | ||
| Q3 25 | 6.3% | 14.5% | ||
| Q2 25 | 8.9% | 11.6% | ||
| Q1 25 | 0.6% | 2.4% | ||
| Q4 24 | 0.2% | 24.2% | ||
| Q3 24 | 6.4% | 10.8% | ||
| Q2 24 | 1.6% | 13.4% | ||
| Q1 24 | 5.2% | -11.6% |
资本支出强度AMWDCSGS
| Q4 25 | 2.7% | 1.1% | ||
| Q3 25 | 1.9% | 1.3% | ||
| Q2 25 | 2.2% | 0.9% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 2.4% | 1.9% | ||
| Q3 24 | 2.5% | 2.5% | ||
| Q2 24 | 8.0% | 1.5% | ||
| Q1 24 | 5.1% | 1.6% |
现金转化率AMWDCSGS
| Q4 25 | 1.83× | 8.46× | ||
| Q3 25 | 2.27× | 2.34× | ||
| Q2 25 | 1.75× | 3.04× | ||
| Q1 25 | 0.66× | 0.71× | ||
| Q4 24 | 0.43× | 2.39× | ||
| Q3 24 | 1.38× | 2.07× | ||
| Q2 24 | 1.62× | 3.12× | ||
| Q1 24 | 2.06× | -1.51× |
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% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
