vs
AMERICAN WOODMARK CORP（AMWD）与伊萨（ESAB）财务数据对比。点击上方公司名可切换其他公司
伊萨的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$745.6M vs $394.6M），伊萨净利率更高（6.6% vs 1.5%，领先5.1%），伊萨同比增速更快（9.9% vs -12.8%），过去两年伊萨的营收复合增速更高（4.0% 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。
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
AMWD vs ESAB — 直观对比
营收规模更大
ESAB
是对方的1.9倍
$394.6M
营收增速更快
ESAB
高出22.7%
-12.8%
净利率更高
ESAB
高出5.1%
1.5%
两年增速更快
ESAB
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $745.6M |
| 净利润 | $6.1M | $49.2M |
| 毛利率 | 15.2% | 36.9% |
| 营业利润率 | 3.1% | 12.1% |
| 净利率 | 1.5% | 6.6% |
| 营收同比 | -12.8% | 9.9% |
| 净利润同比 | -78.0% | -29.3% |
| 每股收益（稀释后） | $0.42 | $0.78 |
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AMWDESAB
| Q1 26 | — | $745.6M | ||
| Q4 25 | $394.6M | $727.8M | ||
| Q3 25 | $403.0M | $715.6M | ||
| Q2 25 | $400.4M | $678.1M | ||
| Q1 25 | $397.6M | — | ||
| Q4 24 | $452.5M | $670.8M | ||
| Q3 24 | $459.1M | $673.3M | ||
| Q2 24 | $453.3M | $707.1M |
净利润AMWDESAB
| Q1 26 | — | $49.2M | ||
| Q4 25 | $6.1M | $54.8M | ||
| Q3 25 | $14.6M | $66.9M | ||
| Q2 25 | $25.6M | $67.4M | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $27.7M | $53.7M | ||
| Q3 24 | $29.6M | $68.2M | ||
| Q2 24 | $26.8M | $82.9M |
毛利率AMWDESAB
| Q1 26 | — | 36.9% | ||
| Q4 25 | 15.2% | 37.0% | ||
| Q3 25 | 16.7% | 37.2% | ||
| Q2 25 | 17.0% | 37.6% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | 38.5% | ||
| Q3 24 | 20.2% | 37.7% | ||
| Q2 24 | 18.6% | 38.2% |
营业利润率AMWDESAB
| Q1 26 | — | 12.1% | ||
| Q4 25 | 3.1% | 14.6% | ||
| Q3 25 | 5.0% | 15.2% | ||
| Q2 25 | 7.4% | 16.2% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | 16.6% | ||
| Q3 24 | 10.2% | 15.7% | ||
| Q2 24 | 8.4% | 16.9% |
净利率AMWDESAB
| Q1 26 | — | 6.6% | ||
| Q4 25 | 1.5% | 7.5% | ||
| Q3 25 | 3.6% | 9.3% | ||
| Q2 25 | 6.4% | 9.9% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 6.1% | 8.0% | ||
| Q3 24 | 6.5% | 10.1% | ||
| Q2 24 | 5.9% | 11.7% |
每股收益（稀释后）AMWDESAB
| Q1 26 | — | $0.78 | ||
| Q4 25 | $0.42 | $0.90 | ||
| Q3 25 | $1.00 | $1.09 | ||
| Q2 25 | $1.73 | $1.10 | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | $0.87 | ||
| Q3 24 | $1.89 | $1.11 | ||
| Q2 24 | $1.70 | $1.35 |
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 | $1.0B |
| 总债务越低越好 | $363.3M | $2.0B |
| 股东权益账面价值 | $928.2M | $2.2B |
| 总资产 | $1.6B | $5.6B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.91× |
8季度趋势，按日历期对齐
现金及短期投资AMWDESAB
| Q1 26 | — | $1.0B | ||
| Q4 25 | $52.1M | $218.2M | ||
| Q3 25 | $54.9M | $258.2M | ||
| Q2 25 | $48.2M | $291.3M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $249.4M | ||
| Q3 24 | $89.3M | $253.7M | ||
| Q2 24 | $87.4M | $228.5M |
总债务AMWDESAB
| Q1 26 | — | $2.0B | ||
| Q4 25 | $363.3M | $1.3B | ||
| Q3 25 | $364.8M | $1.1B | ||
| Q2 25 | $365.8M | $1.1B | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $1.1B | ||
| Q3 24 | $372.2M | $1.1B | ||
| Q2 24 | $371.8M | $1.1B |
股东权益AMWDESAB
| Q1 26 | — | $2.2B | ||
| Q4 25 | $928.2M | $2.1B | ||
| Q3 25 | $920.3M | $2.1B | ||
| Q2 25 | $916.0M | $1.9B | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | $1.8B | ||
| Q3 24 | $913.8M | $1.8B | ||
| Q2 24 | $910.4M | $1.7B |
总资产AMWDESAB
| Q1 26 | — | $5.6B | ||
| Q4 25 | $1.6B | $4.9B | ||
| Q3 25 | $1.6B | $4.4B | ||
| Q2 25 | $1.6B | $4.2B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $4.0B | ||
| Q3 24 | $1.6B | $4.1B | ||
| Q2 24 | $1.6B | $4.0B |
负债/权益比AMWDESAB
| Q1 26 | — | 0.91× | ||
| Q4 25 | 0.39× | 0.63× | ||
| Q3 25 | 0.40× | 0.51× | ||
| Q2 25 | 0.40× | 0.55× | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 0.60× | ||
| Q3 24 | 0.41× | 0.59× | ||
| Q2 24 | 0.41× | 0.63× |
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 | $46.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 1.83× | 0.95× |
| 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AMWDESAB
| Q1 26 | — | $46.9M | ||
| Q4 25 | $11.2M | $81.5M | ||
| Q3 25 | $33.1M | $46.6M | ||
| Q2 25 | $44.8M | $35.4M | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | $126.9M | ||
| Q3 24 | $40.8M | $101.0M | ||
| Q2 24 | $43.3M | $83.0M |
自由现金流AMWDESAB
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $70.3M | ||
| Q3 25 | $25.3M | $37.4M | ||
| Q2 25 | $35.8M | $28.1M | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | $102.2M | ||
| Q3 24 | $29.5M | $90.4M | ||
| Q2 24 | $7.2M | $74.0M |
自由现金流率AMWDESAB
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 9.7% | ||
| Q3 25 | 6.3% | 5.2% | ||
| Q2 25 | 8.9% | 4.1% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | 15.2% | ||
| Q3 24 | 6.4% | 13.4% | ||
| Q2 24 | 1.6% | 10.5% |
资本支出强度AMWDESAB
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 1.5% | ||
| Q3 25 | 1.9% | 1.3% | ||
| Q2 25 | 2.2% | 1.1% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | 3.7% | ||
| Q3 24 | 2.5% | 1.6% | ||
| Q2 24 | 8.0% | 1.3% |
现金转化率AMWDESAB
| Q1 26 | — | 0.95× | ||
| Q4 25 | 1.83× | 1.49× | ||
| Q3 25 | 2.27× | 0.70× | ||
| Q2 25 | 1.75× | 0.53× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 2.36× | ||
| Q3 24 | 1.38× | 1.48× | ||
| Q2 24 | 1.62× | 1.00× |
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% |
ESAB
暂无分部数据
