vs
AMERICAN WOODMARK CORP（AMWD）与达尔科技（DIOD）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是达尔科技的1.0倍（$394.6M vs $391.6M），达尔科技净利率更高（2.6% vs 1.5%，领先1.1%），达尔科技同比增速更快（15.4% vs -12.8%），达尔科技自由现金流更多（$12.4M vs $638.0K），过去两年达尔科技的营收复合增速更高（13.9% 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。
达尔科技是一家全球性半导体制造商，主营分立器件、模拟及混合信号半导体产品的设计、生产与销售，产品广泛应用于汽车、工业、消费电子、计算及通信基础设施等核心领域，服务全球各地客户。
AMWD vs DIOD — 直观对比
营收规模更大
AMWD
是对方的1.0倍
$391.6M
营收增速更快
DIOD
高出28.2%
-12.8%
净利率更高
DIOD
高出1.1%
1.5%
自由现金流更多
DIOD
多$11.8M
$638.0K
两年增速更快
DIOD
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $391.6M |
| 净利润 | $6.1M | $10.2M |
| 毛利率 | 15.2% | 31.1% |
| 营业利润率 | 3.1% | 3.4% |
| 净利率 | 1.5% | 2.6% |
| 营收同比 | -12.8% | 15.4% |
| 净利润同比 | -78.0% | 23.8% |
| 每股收益（稀释后） | $0.42 | $0.23 |
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AMWDDIOD
| Q4 25 | $394.6M | $391.6M | ||
| Q3 25 | $403.0M | $392.2M | ||
| Q2 25 | $400.4M | $366.2M | ||
| Q1 25 | $397.6M | $332.1M | ||
| Q4 24 | $452.5M | $339.3M | ||
| Q3 24 | $459.1M | $350.1M | ||
| Q2 24 | $453.3M | $319.8M | ||
| Q1 24 | $422.1M | $302.0M |
净利润AMWDDIOD
| Q4 25 | $6.1M | $10.2M | ||
| Q3 25 | $14.6M | $14.3M | ||
| Q2 25 | $25.6M | $46.1M | ||
| Q1 25 | $16.6M | $-4.4M | ||
| Q4 24 | $27.7M | $8.2M | ||
| Q3 24 | $29.6M | $13.7M | ||
| Q2 24 | $26.8M | $8.0M | ||
| Q1 24 | $21.2M | $14.0M |
毛利率AMWDDIOD
| Q4 25 | 15.2% | 31.1% | ||
| Q3 25 | 16.7% | 30.7% | ||
| Q2 25 | 17.0% | 31.5% | ||
| Q1 25 | 15.0% | 31.5% | ||
| Q4 24 | 18.9% | 32.7% | ||
| Q3 24 | 20.2% | 33.7% | ||
| Q2 24 | 18.6% | 33.6% | ||
| Q1 24 | 19.2% | 33.0% |
营业利润率AMWDDIOD
| Q4 25 | 3.1% | 3.4% | ||
| Q3 25 | 5.0% | 3.0% | ||
| Q2 25 | 7.4% | 2.6% | ||
| Q1 25 | 5.3% | 0.4% | ||
| Q4 24 | 9.4% | 3.5% | ||
| Q3 24 | 10.2% | 6.2% | ||
| Q2 24 | 8.4% | 1.2% | ||
| Q1 24 | 6.6% | 4.3% |
净利率AMWDDIOD
| Q4 25 | 1.5% | 2.6% | ||
| Q3 25 | 3.6% | 3.6% | ||
| Q2 25 | 6.4% | 12.6% | ||
| Q1 25 | 4.2% | -1.3% | ||
| Q4 24 | 6.1% | 2.4% | ||
| Q3 24 | 6.5% | 3.9% | ||
| Q2 24 | 5.9% | 2.5% | ||
| Q1 24 | 5.0% | 4.6% |
每股收益（稀释后）AMWDDIOD
| Q4 25 | $0.42 | $0.23 | ||
| Q3 25 | $1.00 | $0.31 | ||
| Q2 25 | $1.73 | $0.99 | ||
| Q1 25 | $1.09 | $-0.10 | ||
| Q4 24 | $1.79 | $0.18 | ||
| Q3 24 | $1.89 | $0.30 | ||
| Q2 24 | $1.70 | $0.17 | ||
| Q1 24 | $1.32 | $0.30 |
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 | $377.0M |
| 总债务越低越好 | $363.3M | $25.7M |
| 股东权益账面价值 | $928.2M | $1.9B |
| 总资产 | $1.6B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资AMWDDIOD
| Q4 25 | $52.1M | $377.0M | ||
| Q3 25 | $54.9M | $386.4M | ||
| Q2 25 | $48.2M | $327.3M | ||
| Q1 25 | $43.5M | $343.9M | ||
| Q4 24 | $56.7M | $316.1M | ||
| Q3 24 | $89.3M | $319.3M | ||
| Q2 24 | $87.4M | $273.9M | ||
| Q1 24 | $97.8M | $276.0M |
总债务AMWDDIOD
| Q4 25 | $363.3M | $25.7M | ||
| Q3 25 | $364.8M | $24.9M | ||
| Q2 25 | $365.8M | $26.4M | ||
| Q1 25 | $367.3M | $20.5M | ||
| Q4 24 | $368.0M | $20.7M | ||
| Q3 24 | $372.2M | $22.2M | ||
| Q2 24 | $371.8M | $20.3M | ||
| Q1 24 | $371.3M | $20.9M |
股东权益AMWDDIOD
| Q4 25 | $928.2M | $1.9B | ||
| Q3 25 | $920.3M | $1.9B | ||
| Q2 25 | $916.0M | $1.9B | ||
| Q1 25 | $919.6M | $1.8B | ||
| Q4 24 | $915.1M | $1.8B | ||
| Q3 24 | $913.8M | $1.8B | ||
| Q2 24 | $910.4M | $1.8B | ||
| Q1 24 | $896.9M | $1.7B |
总资产AMWDDIOD
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.6B | $2.4B | ||
| Q1 24 | $1.6B | $2.4B |
负债/权益比AMWDDIOD
| Q4 25 | 0.39× | 0.01× | ||
| Q3 25 | 0.40× | 0.01× | ||
| Q2 25 | 0.40× | 0.01× | ||
| Q1 25 | 0.40× | 0.01× | ||
| Q4 24 | 0.40× | 0.01× | ||
| Q3 24 | 0.41× | 0.01× | ||
| Q2 24 | 0.41× | 0.01× | ||
| Q1 24 | 0.41× | 0.01× |
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 | $38.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $12.4M |
| 自由现金流率自由现金流/营收 | 0.2% | 3.2% |
| 资本支出强度资本支出/营收 | 2.7% | 6.6% |
| 现金转化率经营现金流/净利润 | 1.83× | 3.74× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $137.2M |
8季度趋势，按日历期对齐
经营现金流AMWDDIOD
| Q4 25 | $11.2M | $38.1M | ||
| Q3 25 | $33.1M | $79.1M | ||
| Q2 25 | $44.8M | $41.5M | ||
| Q1 25 | $11.0M | $56.7M | ||
| Q4 24 | $11.9M | $81.8M | ||
| Q3 24 | $40.8M | $54.4M | ||
| Q2 24 | $43.3M | $14.4M | ||
| Q1 24 | $43.7M | $-31.1M |
自由现金流AMWDDIOD
| Q4 25 | $638.0K | $12.4M | ||
| Q3 25 | $25.3M | $62.8M | ||
| Q2 25 | $35.8M | $21.1M | ||
| Q1 25 | $2.3M | $40.8M | ||
| Q4 24 | $1.1M | $62.1M | ||
| Q3 24 | $29.5M | $39.4M | ||
| Q2 24 | $7.2M | $-3.5M | ||
| Q1 24 | $22.1M | $-51.5M |
自由现金流率AMWDDIOD
| Q4 25 | 0.2% | 3.2% | ||
| Q3 25 | 6.3% | 16.0% | ||
| Q2 25 | 8.9% | 5.8% | ||
| Q1 25 | 0.6% | 12.3% | ||
| Q4 24 | 0.2% | 18.3% | ||
| Q3 24 | 6.4% | 11.2% | ||
| Q2 24 | 1.6% | -1.1% | ||
| Q1 24 | 5.2% | -17.1% |
资本支出强度AMWDDIOD
| Q4 25 | 2.7% | 6.6% | ||
| Q3 25 | 1.9% | 4.2% | ||
| Q2 25 | 2.2% | 5.6% | ||
| Q1 25 | 2.2% | 4.8% | ||
| Q4 24 | 2.4% | 5.8% | ||
| Q3 24 | 2.5% | 4.3% | ||
| Q2 24 | 8.0% | 5.6% | ||
| Q1 24 | 5.1% | 6.7% |
现金转化率AMWDDIOD
| Q4 25 | 1.83× | 3.74× | ||
| Q3 25 | 2.27× | 5.54× | ||
| Q2 25 | 1.75× | 0.90× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 9.93× | ||
| Q3 24 | 1.38× | 3.95× | ||
| Q2 24 | 1.62× | 1.80× | ||
| Q1 24 | 2.06× | -2.22× |
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% |
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
