vs
AMERICAN WOODMARK CORP（AMWD）与ESCO TECHNOLOGIES INC（ESE）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ESCO TECHNOLOGIES INC的1.4倍（$394.6M vs $289.7M），ESCO TECHNOLOGIES INC净利率更高（9.9% vs 1.5%，领先8.4%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs -12.8%），ESCO TECHNOLOGIES INC自由现金流更多（$63.0M vs $638.0K），过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% 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。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
AMWD vs ESE — 直观对比
营收规模更大
AMWD
是对方的1.4倍
$289.7M
营收增速更快
ESE
高出30.0%
-12.8%
净利率更高
ESE
高出8.4%
1.5%
自由现金流更多
ESE
多$62.3M
$638.0K
两年增速更快
ESE
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $289.7M |
| 净利润 | $6.1M | $28.7M |
| 毛利率 | 15.2% | 41.4% |
| 营业利润率 | 3.1% | 13.2% |
| 净利率 | 1.5% | 9.9% |
| 营收同比 | -12.8% | 17.3% |
| 净利润同比 | -78.0% | 22.2% |
| 每股收益（稀释后） | $0.42 | $1.11 |
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AMWDESE
| Q4 25 | $394.6M | $289.7M | ||
| Q3 25 | $403.0M | $286.5M | ||
| Q2 25 | $400.4M | $296.3M | ||
| Q1 25 | $397.6M | $265.5M | ||
| Q4 24 | $452.5M | $247.0M | ||
| Q3 24 | $459.1M | $298.5M | ||
| Q2 24 | $453.3M | $260.8M | ||
| Q1 24 | $422.1M | $249.1M |
净利润AMWDESE
| Q4 25 | $6.1M | $28.7M | ||
| Q3 25 | $14.6M | $218.7M | ||
| Q2 25 | $25.6M | $26.1M | ||
| Q1 25 | $16.6M | $31.0M | ||
| Q4 24 | $27.7M | $23.5M | ||
| Q3 24 | $29.6M | $34.3M | ||
| Q2 24 | $26.8M | $29.2M | ||
| Q1 24 | $21.2M | $23.2M |
毛利率AMWDESE
| Q4 25 | 15.2% | 41.4% | ||
| Q3 25 | 16.7% | 45.9% | ||
| Q2 25 | 17.0% | 41.2% | ||
| Q1 25 | 15.0% | 41.1% | ||
| Q4 24 | 18.9% | 39.8% | ||
| Q3 24 | 20.2% | 40.1% | ||
| Q2 24 | 18.6% | 39.6% | ||
| Q1 24 | 19.2% | 38.8% |
营业利润率AMWDESE
| Q4 25 | 3.1% | 13.2% | ||
| Q3 25 | 5.0% | 17.2% | ||
| Q2 25 | 7.4% | 11.2% | ||
| Q1 25 | 5.3% | 15.3% | ||
| Q4 24 | 9.4% | 11.4% | ||
| Q3 24 | 10.2% | 14.8% | ||
| Q2 24 | 8.4% | 14.3% | ||
| Q1 24 | 6.6% | 11.7% |
净利率AMWDESE
| Q4 25 | 1.5% | 9.9% | ||
| Q3 25 | 3.6% | 76.3% | ||
| Q2 25 | 6.4% | 8.8% | ||
| Q1 25 | 4.2% | 11.7% | ||
| Q4 24 | 6.1% | 9.5% | ||
| Q3 24 | 6.5% | 11.5% | ||
| Q2 24 | 5.9% | 11.2% | ||
| Q1 24 | 5.0% | 9.3% |
每股收益（稀释后）AMWDESE
| Q4 25 | $0.42 | $1.11 | ||
| Q3 25 | $1.00 | $8.43 | ||
| Q2 25 | $1.73 | $1.01 | ||
| Q1 25 | $1.09 | $1.20 | ||
| Q4 24 | $1.79 | $0.91 | ||
| Q3 24 | $1.89 | $1.32 | ||
| Q2 24 | $1.70 | $1.13 | ||
| Q1 24 | $1.32 | $0.90 |
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 | $103.8M |
| 总债务越低越好 | $363.3M | $145.5M |
| 股东权益账面价值 | $928.2M | $1.6B |
| 总资产 | $1.6B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AMWDESE
| Q4 25 | $52.1M | $103.8M | ||
| Q3 25 | $54.9M | $101.3M | ||
| Q2 25 | $48.2M | $78.7M | ||
| Q1 25 | $43.5M | $57.4M | ||
| Q4 24 | $56.7M | $71.3M | ||
| Q3 24 | $89.3M | $66.0M | ||
| Q2 24 | $87.4M | $63.0M | ||
| Q1 24 | $97.8M | $59.4M |
总债务AMWDESE
| Q4 25 | $363.3M | $145.5M | ||
| Q3 25 | $364.8M | $186.0M | ||
| Q2 25 | $365.8M | $525.0M | ||
| Q1 25 | $367.3M | $88.0M | ||
| Q4 24 | $368.0M | $112.0M | ||
| Q3 24 | $372.2M | $122.0M | ||
| Q2 24 | $371.8M | $173.0M | ||
| Q1 24 | $371.3M | $191.0M |
股东权益AMWDESE
| Q4 25 | $928.2M | $1.6B | ||
| Q3 25 | $920.3M | $1.5B | ||
| Q2 25 | $916.0M | $1.3B | ||
| Q1 25 | $919.6M | $1.3B | ||
| Q4 24 | $915.1M | $1.2B | ||
| Q3 24 | $913.8M | $1.2B | ||
| Q2 24 | $910.4M | $1.2B | ||
| Q1 24 | $896.9M | $1.2B |
总资产AMWDESE
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.4B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.8B | ||
| Q1 24 | $1.6B | $1.8B |
负债/权益比AMWDESE
| Q4 25 | 0.39× | 0.09× | ||
| Q3 25 | 0.40× | 0.12× | ||
| Q2 25 | 0.40× | 0.40× | ||
| Q1 25 | 0.40× | 0.07× | ||
| Q4 24 | 0.40× | 0.09× | ||
| Q3 24 | 0.41× | 0.10× | ||
| Q2 24 | 0.41× | 0.14× | ||
| Q1 24 | 0.41× | 0.16× |
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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $63.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 21.7% |
| 资本支出强度资本支出/营收 | 2.7% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.40× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $239.6M |
8季度趋势，按日历期对齐
经营现金流AMWDESE
| Q4 25 | $11.2M | $68.9M | ||
| Q3 25 | $33.1M | $109.9M | ||
| Q2 25 | $44.8M | $73.7M | ||
| Q1 25 | $11.0M | $24.1M | ||
| Q4 24 | $11.9M | $34.2M | ||
| Q3 24 | $40.8M | $72.1M | ||
| Q2 24 | $43.3M | $36.2M | ||
| Q1 24 | $43.7M | $10.5M |
自由现金流AMWDESE
| Q4 25 | $638.0K | $63.0M | ||
| Q3 25 | $25.3M | $97.8M | ||
| Q2 25 | $35.8M | $64.9M | ||
| Q1 25 | $2.3M | $14.0M | ||
| Q4 24 | $1.1M | $29.0M | ||
| Q3 24 | $29.5M | $60.9M | ||
| Q2 24 | $7.2M | $27.6M | ||
| Q1 24 | $22.1M | $2.0M |
自由现金流率AMWDESE
| Q4 25 | 0.2% | 21.7% | ||
| Q3 25 | 6.3% | 34.1% | ||
| Q2 25 | 8.9% | 21.9% | ||
| Q1 25 | 0.6% | 5.3% | ||
| Q4 24 | 0.2% | 11.7% | ||
| Q3 24 | 6.4% | 20.4% | ||
| Q2 24 | 1.6% | 10.6% | ||
| Q1 24 | 5.2% | 0.8% |
资本支出强度AMWDESE
| Q4 25 | 2.7% | 2.0% | ||
| Q3 25 | 1.9% | 4.2% | ||
| Q2 25 | 2.2% | 3.0% | ||
| Q1 25 | 2.2% | 3.8% | ||
| Q4 24 | 2.4% | 2.1% | ||
| Q3 24 | 2.5% | 3.8% | ||
| Q2 24 | 8.0% | 3.3% | ||
| Q1 24 | 5.1% | 3.4% |
现金转化率AMWDESE
| Q4 25 | 1.83× | 2.40× | ||
| Q3 25 | 2.27× | 0.50× | ||
| Q2 25 | 1.75× | 2.83× | ||
| Q1 25 | 0.66× | 0.78× | ||
| Q4 24 | 0.43× | 1.46× | ||
| Q3 24 | 1.38× | 2.10× | ||
| Q2 24 | 1.62× | 1.24× | ||
| Q1 24 | 2.06× | 0.45× |
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% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
