vs
AMERICAN WOODMARK CORP（AMWD）与Healthpeak Properties（DOC）财务数据对比。点击上方公司名可切换其他公司
Healthpeak Properties的季度营收约是AMERICAN WOODMARK CORP的1.8倍（$719.4M vs $394.6M），Healthpeak Properties净利率更高（73.2% vs 1.5%，领先71.6%），Healthpeak Properties同比增速更快（3.1% vs -12.8%），Healthpeak Properties自由现金流更多（$357.0M vs $638.0K），过去两年Healthpeak Properties的营收复合增速更高（8.9% 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。
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
AMWD vs DOC — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $719.4M |
| 净利润 | $6.1M | $114.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 17.4% |
| 净利率 | 1.5% | 73.2% |
| 营收同比 | -12.8% | 3.1% |
| 净利润同比 | -78.0% | 2406.4% |
| 每股收益（稀释后） | $0.42 | $0.16 |
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
| Q4 25 | $394.6M | $719.4M | ||
| Q3 25 | $403.0M | $705.9M | ||
| Q2 25 | $400.4M | $694.3M | ||
| Q1 25 | $397.6M | $702.9M | ||
| Q4 24 | $452.5M | $698.0M | ||
| Q3 24 | $459.1M | $700.4M | ||
| Q2 24 | $453.3M | $695.5M | ||
| Q1 24 | $422.1M | $606.6M |
| Q4 25 | $6.1M | $114.0M | ||
| Q3 25 | $14.6M | $-117.1M | ||
| Q2 25 | $25.6M | $31.7M | ||
| Q1 25 | $16.6M | $42.8M | ||
| Q4 24 | $27.7M | $4.5M | ||
| Q3 24 | $29.6M | $85.9M | ||
| Q2 24 | $26.8M | $146.0M | ||
| Q1 24 | $21.2M | $6.7M |
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | 58.6% | ||
| Q2 25 | 17.0% | 60.2% | ||
| Q1 25 | 15.0% | 61.1% | ||
| Q4 24 | 18.9% | 60.3% | ||
| Q3 24 | 20.2% | 60.0% | ||
| Q2 24 | 18.6% | 60.6% | ||
| Q1 24 | 19.2% | 59.8% |
| Q4 25 | 3.1% | 17.4% | ||
| Q3 25 | 5.0% | 9.2% | ||
| Q2 25 | 7.4% | 5.7% | ||
| Q1 25 | 5.3% | 7.7% | ||
| Q4 24 | 9.4% | -2.2% | ||
| Q3 24 | 10.2% | 14.1% | ||
| Q2 24 | 8.4% | 22.3% | ||
| Q1 24 | 6.6% | 3.7% |
| Q4 25 | 1.5% | 73.2% | ||
| Q3 25 | 3.6% | -16.6% | ||
| Q2 25 | 6.4% | 4.6% | ||
| Q1 25 | 4.2% | 6.1% | ||
| Q4 24 | 6.1% | 0.7% | ||
| Q3 24 | 6.5% | 12.3% | ||
| Q2 24 | 5.9% | 21.0% | ||
| Q1 24 | 5.0% | 1.1% |
| Q4 25 | $0.42 | $0.16 | ||
| Q3 25 | $1.00 | $-0.17 | ||
| Q2 25 | $1.73 | $0.05 | ||
| Q1 25 | $1.09 | $0.06 | ||
| Q4 24 | $1.79 | $0.02 | ||
| Q3 24 | $1.89 | $0.12 | ||
| Q2 24 | $1.70 | $0.21 | ||
| Q1 24 | $1.32 | $0.01 |
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 | $467.5M |
| 总债务越低越好 | $363.3M | $9.8B |
| 股东权益账面价值 | $928.2M | $7.5B |
| 总资产 | $1.6B | $20.3B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.31× |
8季度趋势，按日历期对齐
| Q4 25 | $52.1M | $467.5M | ||
| Q3 25 | $54.9M | $91.0M | ||
| Q2 25 | $48.2M | $89.4M | ||
| Q1 25 | $43.5M | $70.6M | ||
| Q4 24 | $56.7M | $119.8M | ||
| Q3 24 | $89.3M | $180.4M | ||
| Q2 24 | $87.4M | $106.9M | ||
| Q1 24 | $97.8M | $101.8M |
| Q4 25 | $363.3M | $9.8B | ||
| Q3 25 | $364.8M | $9.1B | ||
| Q2 25 | $365.8M | $9.0B | ||
| Q1 25 | $367.3M | $8.9B | ||
| Q4 24 | $368.0M | $8.7B | ||
| Q3 24 | $372.2M | $8.6B | ||
| Q2 24 | $371.8M | $8.6B | ||
| Q1 24 | $371.3M | $8.8B |
| Q4 25 | $928.2M | $7.5B | ||
| Q3 25 | $920.3M | $7.6B | ||
| Q2 25 | $916.0M | $7.9B | ||
| Q1 25 | $919.6M | $8.2B | ||
| Q4 24 | $915.1M | $8.4B | ||
| Q3 24 | $913.8M | $8.6B | ||
| Q2 24 | $910.4M | $8.8B | ||
| Q1 24 | $896.9M | $8.9B |
| Q4 25 | $1.6B | $20.3B | ||
| Q3 25 | $1.6B | $19.6B | ||
| Q2 25 | $1.6B | $19.8B | ||
| Q1 25 | $1.6B | $19.8B | ||
| Q4 24 | $1.6B | $19.9B | ||
| Q3 24 | $1.6B | $20.0B | ||
| Q2 24 | $1.6B | $20.2B | ||
| Q1 24 | $1.6B | $20.5B |
| Q4 25 | 0.39× | 1.31× | ||
| Q3 25 | 0.40× | 1.20× | ||
| Q2 25 | 0.40× | 1.14× | ||
| Q1 25 | 0.40× | 1.08× | ||
| Q4 24 | 0.40× | 1.04× | ||
| Q3 24 | 0.41× | 1.00× | ||
| Q2 24 | 0.41× | 0.98× | ||
| Q1 24 | 0.41× | 0.99× |
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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $357.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 49.6% |
| 资本支出强度资本支出/营收 | 2.7% | 124.4% |
| 现金转化率经营现金流/净利润 | 1.83× | 10.99× |
| 过去12个月自由现金流最近4个季度 | $64.0M | — |
8季度趋势，按日历期对齐
| Q4 25 | $11.2M | $1.3B | ||
| Q3 25 | $33.1M | $315.0M | ||
| Q2 25 | $44.8M | $363.5M | ||
| Q1 25 | $11.0M | $279.4M | ||
| Q4 24 | $11.9M | $1.1B | ||
| Q3 24 | $40.8M | $318.2M | ||
| Q2 24 | $43.3M | $316.2M | ||
| Q1 24 | $43.7M | $152.6M |
| Q4 25 | $638.0K | $357.0M | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | $333.7M | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
| Q4 25 | 0.2% | 49.6% | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | 47.8% | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
| Q4 25 | 2.7% | 124.4% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | 105.6% | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.1% | — |
| Q4 25 | 1.83× | 10.99× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 11.48× | ||
| Q1 25 | 0.66× | 6.52× | ||
| Q4 24 | 0.43× | 235.43× | ||
| Q3 24 | 1.38× | 3.71× | ||
| Q2 24 | 1.62× | 2.17× | ||
| Q1 24 | 2.06× | 22.85× |
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% |
DOC
暂无分部数据
