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AMERICAN WOODMARK CORP（AMWD）与e.l.f. Beauty, Inc.（ELF）财务数据对比。点击上方公司名可切换其他公司
e.l.f. Beauty, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$489.5M vs $394.6M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 1.5%，领先6.5%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs -12.8%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $638.0K）
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。
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
AMWD vs ELF — 直观对比
营收规模更大
ELF
是对方的1.2倍
$394.6M
营收增速更快
ELF
高出50.5%
-12.8%
净利率更高
ELF
高出6.5%
1.5%
自由现金流更多
ELF
多$52.1M
$638.0K
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $489.5M |
| 净利润 | $6.1M | $39.4M |
| 毛利率 | 15.2% | 71.0% |
| 营业利润率 | 3.1% | 13.8% |
| 净利率 | 1.5% | 8.0% |
| 营收同比 | -12.8% | 37.8% |
| 净利润同比 | -78.0% | 128.1% |
| 每股收益（稀释后） | $0.42 | $0.65 |
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AMWDELF
| Q4 25 | $394.6M | $489.5M | ||
| Q3 25 | $403.0M | $343.9M | ||
| Q2 25 | $400.4M | $353.7M | ||
| Q1 25 | $397.6M | — | ||
| Q4 24 | $452.5M | — | ||
| Q3 24 | $459.1M | — | ||
| Q2 24 | $453.3M | — | ||
| Q1 24 | $422.1M | — |
净利润AMWDELF
| Q4 25 | $6.1M | $39.4M | ||
| Q3 25 | $14.6M | $3.0M | ||
| Q2 25 | $25.6M | $33.3M | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | — | ||
| Q2 24 | $26.8M | — | ||
| Q1 24 | $21.2M | — |
毛利率AMWDELF
| Q4 25 | 15.2% | 71.0% | ||
| Q3 25 | 16.7% | 69.4% | ||
| Q2 25 | 17.0% | 69.1% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDELF
| Q4 25 | 3.1% | 13.8% | ||
| Q3 25 | 5.0% | 2.2% | ||
| Q2 25 | 7.4% | 13.8% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 8.4% | — | ||
| Q1 24 | 6.6% | — |
净利率AMWDELF
| Q4 25 | 1.5% | 8.0% | ||
| Q3 25 | 3.6% | 0.9% | ||
| Q2 25 | 6.4% | 9.4% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 5.9% | — | ||
| Q1 24 | 5.0% | — |
每股收益（稀释后）AMWDELF
| Q4 25 | $0.42 | $0.65 | ||
| Q3 25 | $1.00 | $0.05 | ||
| Q2 25 | $1.73 | $0.58 | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | — | ||
| Q2 24 | $1.70 | — | ||
| Q1 24 | $1.32 | — |
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 | $196.8M |
| 总债务越低越好 | $363.3M | $816.7M |
| 股东权益账面价值 | $928.2M | $1.2B |
| 总资产 | $1.6B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资AMWDELF
| Q4 25 | $52.1M | $196.8M | ||
| Q3 25 | $54.9M | $194.4M | ||
| Q2 25 | $48.2M | $170.0M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — | ||
| Q1 24 | $97.8M | — |
总债务AMWDELF
| Q4 25 | $363.3M | $816.7M | ||
| Q3 25 | $364.8M | $831.6M | ||
| Q2 25 | $365.8M | $256.7M | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDELF
| Q4 25 | $928.2M | $1.2B | ||
| Q3 25 | $920.3M | $1.1B | ||
| Q2 25 | $916.0M | $804.9M | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | — | ||
| Q2 24 | $910.4M | — | ||
| Q1 24 | $896.9M | — |
总资产AMWDELF
| Q4 25 | $1.6B | $2.3B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.6B | — |
负债/权益比AMWDELF
| Q4 25 | 0.39× | 0.70× | ||
| Q3 25 | 0.40× | 0.73× | ||
| Q2 25 | 0.40× | 0.32× | ||
| 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 | $59.4M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $52.8M |
| 自由现金流率自由现金流/营收 | 0.2% | 10.8% |
| 资本支出强度资本支出/营收 | 2.7% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.51× |
| 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
经营现金流AMWDELF
| Q4 25 | $11.2M | $59.4M | ||
| Q3 25 | $33.1M | $23.4M | ||
| Q2 25 | $44.8M | $27.2M | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | — | ||
| Q2 24 | $43.3M | — | ||
| Q1 24 | $43.7M | — |
自由现金流AMWDELF
| Q4 25 | $638.0K | $52.8M | ||
| Q3 25 | $25.3M | $16.6M | ||
| Q2 25 | $35.8M | $20.1M | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDELF
| Q4 25 | 0.2% | 10.8% | ||
| Q3 25 | 6.3% | 4.8% | ||
| Q2 25 | 8.9% | 5.7% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDELF
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 2.2% | 2.0% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDELF
| Q4 25 | 1.83× | 1.51× | ||
| Q3 25 | 2.27× | 7.82× | ||
| Q2 25 | 1.75× | 0.82× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | — |
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% |
ELF
暂无分部数据
