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AMERICAN WOODMARK CORP（AMWD）与Empire State Realty Trust, Inc.（ESRT）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Empire State Realty Trust, Inc.的2.1倍（$394.6M vs $190.3M），Empire State Realty Trust, Inc.净利率更高（1.6% vs 1.5%，领先0.0%），Empire State Realty Trust, Inc.同比增速更快（5.7% vs -12.8%），过去两年Empire State Realty Trust, Inc.的营收复合增速更高（0.2% 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。
帝国州房地产信托是一家美国房地产投资信托企业，持有并运营纽约大都会区的优质办公、零售及住宅物业，旗下资产包括地标性建筑帝国大厦，主打可持续运营模式，服务各类租户及住户，专注实现长期资产增值。
AMWD vs ESRT — 直观对比
营收规模更大
AMWD
是对方的2.1倍
$190.3M
营收增速更快
ESRT
高出18.5%
-12.8%
净利率更高
ESRT
高出0.0%
1.5%
两年增速更快
ESRT
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $190.3M |
| 净利润 | $6.1M | $3.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 15.5% |
| 净利率 | 1.5% | 1.6% |
| 营收同比 | -12.8% | 5.7% |
| 净利润同比 | -78.0% | -73.7% |
| 每股收益（稀释后） | $0.42 | $0.20 |
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AMWDESRT
| Q1 26 | — | $190.3M | ||
| Q4 25 | $394.6M | $199.2M | ||
| Q3 25 | $403.0M | $197.7M | ||
| Q2 25 | $400.4M | $191.3M | ||
| Q1 25 | $397.6M | $180.1M | ||
| Q4 24 | $452.5M | $197.6M | ||
| Q3 24 | $459.1M | $199.6M | ||
| Q2 24 | $453.3M | $189.5M |
净利润AMWDESRT
| Q1 26 | — | $3.0M | ||
| Q4 25 | $6.1M | $32.2M | ||
| Q3 25 | $14.6M | $13.6M | ||
| Q2 25 | $25.6M | $11.4M | ||
| Q1 25 | $16.6M | $15.8M | ||
| Q4 24 | $27.7M | $18.8M | ||
| Q3 24 | $29.6M | $22.8M | ||
| Q2 24 | $26.8M | $28.6M |
毛利率AMWDESRT
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — |
营业利润率AMWDESRT
| Q1 26 | — | 15.5% | ||
| Q4 25 | 3.1% | 17.8% | ||
| Q3 25 | 5.0% | 19.9% | ||
| Q2 25 | 7.4% | 18.4% | ||
| Q1 25 | 5.3% | 14.3% | ||
| Q4 24 | 9.4% | 21.7% | ||
| Q3 24 | 10.2% | 22.7% | ||
| Q2 24 | 8.4% | 20.8% |
净利率AMWDESRT
| Q1 26 | — | 1.6% | ||
| Q4 25 | 1.5% | 16.1% | ||
| Q3 25 | 3.6% | 6.9% | ||
| Q2 25 | 6.4% | 6.0% | ||
| Q1 25 | 4.2% | 8.8% | ||
| Q4 24 | 6.1% | 9.5% | ||
| Q3 24 | 6.5% | 11.4% | ||
| Q2 24 | 5.9% | 15.1% |
每股收益（稀释后）AMWDESRT
| Q1 26 | — | $0.20 | ||
| Q4 25 | $0.42 | $0.11 | ||
| Q3 25 | $1.00 | $0.05 | ||
| Q2 25 | $1.73 | $0.04 | ||
| Q1 25 | $1.09 | $0.05 | ||
| Q4 24 | $1.79 | $0.07 | ||
| Q3 24 | $1.89 | $0.08 | ||
| Q2 24 | $1.70 | $0.10 |
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 | $68.8M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.8B |
| 总资产 | $1.6B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
现金及短期投资AMWDESRT
| Q1 26 | — | $68.8M | ||
| Q4 25 | $52.1M | $132.7M | ||
| Q3 25 | $54.9M | $154.1M | ||
| Q2 25 | $48.2M | $94.6M | ||
| Q1 25 | $43.5M | $187.8M | ||
| Q4 24 | $56.7M | $385.5M | ||
| Q3 24 | $89.3M | $421.9M | ||
| Q2 24 | $87.4M | $535.5M |
总债务AMWDESRT
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — |
股东权益AMWDESRT
| Q1 26 | — | $1.8B | ||
| Q4 25 | $928.2M | $1.1B | ||
| Q3 25 | $920.3M | $1.0B | ||
| Q2 25 | $916.0M | $1.0B | ||
| Q1 25 | $919.6M | $1.0B | ||
| Q4 24 | $915.1M | $1.0B | ||
| Q3 24 | $913.8M | $1.0B | ||
| Q2 24 | $910.4M | $1.0B |
总资产AMWDESRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $1.6B | $4.5B | ||
| Q3 25 | $1.6B | $4.1B | ||
| Q2 25 | $1.6B | $4.1B | ||
| Q1 25 | $1.6B | $4.1B | ||
| Q4 24 | $1.6B | $4.5B | ||
| Q3 24 | $1.6B | $4.4B | ||
| Q2 24 | $1.6B | $4.4B |
负债/权益比AMWDESRT
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 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 | — |
| 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% | 10.0% |
| 现金转化率经营现金流/净利润 | 1.83× | — |
| 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AMWDESRT
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $249.1M | ||
| Q3 25 | $33.1M | $105.3M | ||
| Q2 25 | $44.8M | $26.7M | ||
| Q1 25 | $11.0M | $83.1M | ||
| Q4 24 | $11.9M | $260.9M | ||
| Q3 24 | $40.8M | $102.8M | ||
| Q2 24 | $43.3M | $37.1M |
自由现金流AMWDESRT
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $50.6M | ||
| Q3 25 | $25.3M | $72.8M | ||
| Q2 25 | $35.8M | $-55.1M | ||
| Q1 25 | $2.3M | $41.1M | ||
| Q4 24 | $1.1M | $88.0M | ||
| Q3 24 | $29.5M | $-65.1M | ||
| Q2 24 | $7.2M | $19.5M |
自由现金流率AMWDESRT
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 25.4% | ||
| Q3 25 | 6.3% | 36.8% | ||
| Q2 25 | 8.9% | -28.8% | ||
| Q1 25 | 0.6% | 22.8% | ||
| Q4 24 | 0.2% | 44.5% | ||
| Q3 24 | 6.4% | -32.6% | ||
| Q2 24 | 1.6% | 10.3% |
资本支出强度AMWDESRT
| Q1 26 | — | 10.0% | ||
| Q4 25 | 2.7% | 99.6% | ||
| Q3 25 | 1.9% | 16.5% | ||
| Q2 25 | 2.2% | 42.8% | ||
| Q1 25 | 2.2% | 23.4% | ||
| Q4 24 | 2.4% | 87.5% | ||
| Q3 24 | 2.5% | 84.1% | ||
| Q2 24 | 8.0% | 9.3% |
现金转化率AMWDESRT
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 7.74× | ||
| Q3 25 | 2.27× | 7.72× | ||
| Q2 25 | 1.75× | 2.35× | ||
| Q1 25 | 0.66× | 5.27× | ||
| Q4 24 | 0.43× | 13.88× | ||
| Q3 24 | 1.38× | 4.51× | ||
| Q2 24 | 1.62× | 1.30× |
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% |
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
