vs
AMERICAN WOODMARK CORP（AMWD）与DAKTRONICS INC（DAKT）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DAKTRONICS INC的1.7倍（$394.6M vs $229.3M），DAKTRONICS INC净利率更高（7.6% vs 1.5%，领先6.1%），DAKTRONICS INC同比增速更快（10.0% vs -12.8%），DAKTRONICS INC自由现金流更多（$14.0M vs $638.0K），过去两年DAKTRONICS INC的营收复合增速更高（16.0% 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。
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
AMWD vs DAKT — 直观对比
营收规模更大
AMWD
是对方的1.7倍
$229.3M
营收增速更快
DAKT
高出22.8%
-12.8%
净利率更高
DAKT
高出6.1%
1.5%
自由现金流更多
DAKT
多$13.4M
$638.0K
两年增速更快
DAKT
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $229.3M |
| 净利润 | $6.1M | $17.5M |
| 毛利率 | 15.2% | 27.0% |
| 营业利润率 | 3.1% | 9.4% |
| 净利率 | 1.5% | 7.6% |
| 营收同比 | -12.8% | 10.0% |
| 净利润同比 | -78.0% | -18.3% |
| 每股收益（稀释后） | $0.42 | $0.35 |
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AMWDDAKT
| Q4 25 | $394.6M | $229.3M | ||
| Q3 25 | $403.0M | $219.0M | ||
| Q2 25 | $400.4M | $172.6M | ||
| Q1 25 | $397.6M | $149.5M | ||
| Q4 24 | $452.5M | $208.3M | ||
| Q3 24 | $459.1M | $226.1M | ||
| Q2 24 | $453.3M | $215.9M | ||
| Q1 24 | $422.1M | $170.3M |
净利润AMWDDAKT
| Q4 25 | $6.1M | $17.5M | ||
| Q3 25 | $14.6M | $16.5M | ||
| Q2 25 | $25.6M | $-9.4M | ||
| Q1 25 | $16.6M | $-17.2M | ||
| Q4 24 | $27.7M | $21.4M | ||
| Q3 24 | $29.6M | $-4.9M | ||
| Q2 24 | $26.8M | $2.5M | ||
| Q1 24 | $21.2M | $10.7M |
毛利率AMWDDAKT
| Q4 25 | 15.2% | 27.0% | ||
| Q3 25 | 16.7% | 29.7% | ||
| Q2 25 | 17.0% | 25.0% | ||
| Q1 25 | 15.0% | 24.6% | ||
| Q4 24 | 18.9% | 26.8% | ||
| Q3 24 | 20.2% | 26.4% | ||
| Q2 24 | 18.6% | 25.7% | ||
| Q1 24 | 19.2% | 24.5% |
营业利润率AMWDDAKT
| Q4 25 | 3.1% | 9.4% | ||
| Q3 25 | 5.0% | 10.6% | ||
| Q2 25 | 7.4% | -1.0% | ||
| Q1 25 | 5.3% | -2.4% | ||
| Q4 24 | 9.4% | 7.6% | ||
| Q3 24 | 10.2% | 10.0% | ||
| Q2 24 | 8.4% | 9.0% | ||
| Q1 24 | 6.6% | 4.7% |
净利率AMWDDAKT
| Q4 25 | 1.5% | 7.6% | ||
| Q3 25 | 3.6% | 7.5% | ||
| Q2 25 | 6.4% | -5.5% | ||
| Q1 25 | 4.2% | -11.5% | ||
| Q4 24 | 6.1% | 10.3% | ||
| Q3 24 | 6.5% | -2.2% | ||
| Q2 24 | 5.9% | 1.2% | ||
| Q1 24 | 5.0% | 6.3% |
每股收益（稀释后）AMWDDAKT
| Q4 25 | $0.42 | $0.35 | ||
| Q3 25 | $1.00 | $0.33 | ||
| Q2 25 | $1.73 | $0.04 | ||
| Q1 25 | $1.09 | $-0.36 | ||
| Q4 24 | $1.79 | $0.22 | ||
| Q3 24 | $1.89 | $-0.11 | ||
| Q2 24 | $1.70 | $0.18 | ||
| Q1 24 | $1.32 | $0.09 |
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 | $149.6M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $297.5M |
| 总资产 | $1.6B | $548.4M |
| 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AMWDDAKT
| Q4 25 | $52.1M | $149.6M | ||
| Q3 25 | $54.9M | $136.9M | ||
| Q2 25 | $48.2M | $127.5M | ||
| Q1 25 | $43.5M | $132.2M | ||
| Q4 24 | $56.7M | $134.4M | ||
| Q3 24 | $89.3M | $96.8M | ||
| Q2 24 | $87.4M | $81.3M | ||
| Q1 24 | $97.8M | $76.8M |
总债务AMWDDAKT
| 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 | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDDAKT
| Q4 25 | $928.2M | $297.5M | ||
| Q3 25 | $920.3M | $279.8M | ||
| Q2 25 | $916.0M | $271.9M | ||
| Q1 25 | $919.6M | $272.3M | ||
| Q4 24 | $915.1M | $260.9M | ||
| Q3 24 | $913.8M | $238.2M | ||
| Q2 24 | $910.4M | $238.8M | ||
| Q1 24 | $896.9M | $236.2M |
总资产AMWDDAKT
| Q4 25 | $1.6B | $548.4M | ||
| Q3 25 | $1.6B | $545.6M | ||
| Q2 25 | $1.6B | $502.9M | ||
| Q1 25 | $1.6B | $524.2M | ||
| Q4 24 | $1.6B | $551.9M | ||
| Q3 24 | $1.6B | $553.9M | ||
| Q2 24 | $1.6B | $527.9M | ||
| Q1 24 | $1.6B | $499.2M |
负债/权益比AMWDDAKT
| 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× | — | ||
| Q1 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 | $16.5M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $14.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 6.1% |
| 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× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $61.7M |
8季度趋势，按日历期对齐
经营现金流AMWDDAKT
| Q4 25 | $11.2M | $16.5M | ||
| Q3 25 | $33.1M | $26.1M | ||
| Q2 25 | $44.8M | $22.9M | ||
| Q1 25 | $11.0M | $12.0M | ||
| Q4 24 | $11.9M | $43.3M | ||
| Q3 24 | $40.8M | $19.5M | ||
| Q2 24 | $43.3M | $9.5M | ||
| Q1 24 | $43.7M | $9.5M |
自由现金流AMWDDAKT
| Q4 25 | $638.0K | $14.0M | ||
| Q3 25 | $25.3M | $21.8M | ||
| Q2 25 | $35.8M | $18.0M | ||
| Q1 25 | $2.3M | $7.8M | ||
| Q4 24 | $1.1M | $38.0M | ||
| Q3 24 | $29.5M | $14.4M | ||
| Q2 24 | $7.2M | $6.1M | ||
| Q1 24 | $22.1M | $5.1M |
自由现金流率AMWDDAKT
| Q4 25 | 0.2% | 6.1% | ||
| Q3 25 | 6.3% | 10.0% | ||
| Q2 25 | 8.9% | 10.5% | ||
| Q1 25 | 0.6% | 5.2% | ||
| Q4 24 | 0.2% | 18.2% | ||
| Q3 24 | 6.4% | 6.4% | ||
| Q2 24 | 1.6% | 2.8% | ||
| Q1 24 | 5.2% | 3.0% |
资本支出强度AMWDDAKT
| Q4 25 | 2.7% | 1.1% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 2.2% | 2.8% | ||
| Q1 25 | 2.2% | 2.8% | ||
| Q4 24 | 2.4% | 2.6% | ||
| Q3 24 | 2.5% | 2.2% | ||
| Q2 24 | 8.0% | 1.6% | ||
| Q1 24 | 5.1% | 2.6% |
现金转化率AMWDDAKT
| Q4 25 | 1.83× | 0.94× | ||
| Q3 25 | 2.27× | 1.58× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 2.02× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | 3.75× | ||
| Q1 24 | 2.06× | 0.88× |
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% |
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
