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AMERICAN WOODMARK CORP（AMWD）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$479.6M vs $394.6M），Essex Property Trust净利率更高（17.9% vs 1.5%，领先16.3%），Essex Property Trust同比增速更快（5.5% vs -12.8%），过去两年Essex Property Trust的营收复合增速更高（6.0% 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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
AMWD vs ESS — 直观对比
营收规模更大
ESS
是对方的1.2倍
$394.6M
营收增速更快
ESS
高出18.3%
-12.8%
净利率更高
ESS
高出16.3%
1.5%
两年增速更快
ESS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $479.6M |
| 净利润 | $6.1M | $85.7M |
| 毛利率 | 15.2% | 70.0% |
| 营业利润率 | 3.1% | 31.7% |
| 净利率 | 1.5% | 17.9% |
| 营收同比 | -12.8% | 5.5% |
| 净利润同比 | -78.0% | -71.6% |
| 每股收益（稀释后） | $0.42 | $1.24 |
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AMWDESS
| Q4 25 | $394.6M | $479.6M | ||
| Q3 25 | $403.0M | $473.3M | ||
| Q2 25 | $400.4M | $469.8M | ||
| Q1 25 | $397.6M | $464.6M | ||
| Q4 24 | $452.5M | $454.5M | ||
| Q3 24 | $459.1M | $450.7M | ||
| Q2 24 | $453.3M | $442.4M | ||
| Q1 24 | $422.1M | $426.9M |
净利润AMWDESS
| Q4 25 | $6.1M | $85.7M | ||
| Q3 25 | $14.6M | $172.7M | ||
| Q2 25 | $25.6M | $231.5M | ||
| Q1 25 | $16.6M | $212.8M | ||
| Q4 24 | $27.7M | $301.7M | ||
| Q3 24 | $29.6M | $125.5M | ||
| Q2 24 | $26.8M | $99.0M | ||
| Q1 24 | $21.2M | $285.1M |
毛利率AMWDESS
| Q4 25 | 15.2% | 70.0% | ||
| Q3 25 | 16.7% | 69.2% | ||
| Q2 25 | 17.0% | 70.7% | ||
| Q1 25 | 15.0% | 69.6% | ||
| Q4 24 | 18.9% | 70.0% | ||
| Q3 24 | 20.2% | 69.5% | ||
| Q2 24 | 18.6% | 70.8% | ||
| Q1 24 | 19.2% | 69.7% |
营业利润率AMWDESS
| Q4 25 | 3.1% | 31.7% | ||
| Q3 25 | 5.0% | 44.5% | ||
| Q2 25 | 7.4% | 59.5% | ||
| Q1 25 | 5.3% | 55.3% | ||
| Q4 24 | 9.4% | 67.0% | ||
| Q3 24 | 10.2% | 28.6% | ||
| Q2 24 | 8.4% | 31.1% | ||
| Q1 24 | 6.6% | 31.0% |
净利率AMWDESS
| Q4 25 | 1.5% | 17.9% | ||
| Q3 25 | 3.6% | 36.5% | ||
| Q2 25 | 6.4% | 49.3% | ||
| Q1 25 | 4.2% | 45.8% | ||
| Q4 24 | 6.1% | 66.4% | ||
| Q3 24 | 6.5% | 27.8% | ||
| Q2 24 | 5.9% | 22.4% | ||
| Q1 24 | 5.0% | 66.8% |
每股收益（稀释后）AMWDESS
| Q4 25 | $0.42 | $1.24 | ||
| Q3 25 | $1.00 | $2.56 | ||
| Q2 25 | $1.73 | $3.44 | ||
| Q1 25 | $1.09 | $3.16 | ||
| Q4 24 | $1.79 | $4.00 | ||
| Q3 24 | $1.89 | $1.84 | ||
| Q2 24 | $1.70 | $1.45 | ||
| Q1 24 | $1.32 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $5.5B |
| 总资产 | $1.6B | $13.2B |
| 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AMWDESS
| Q4 25 | $52.1M | $76.2M | ||
| Q3 25 | $54.9M | $66.0M | ||
| Q2 25 | $48.2M | $58.7M | ||
| Q1 25 | $43.5M | $98.7M | ||
| Q4 24 | $56.7M | $66.8M | ||
| Q3 24 | $89.3M | $71.3M | ||
| Q2 24 | $87.4M | $55.2M | ||
| Q1 24 | $97.8M | $499.0M |
总债务AMWDESS
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | $6.4B | ||
| Q2 25 | $365.8M | $6.4B | ||
| Q1 25 | $367.3M | $6.8B | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | $6.4B | ||
| Q2 24 | $371.8M | $6.2B | ||
| Q1 24 | $371.3M | $6.6B |
股东权益AMWDESS
| Q4 25 | $928.2M | $5.5B | ||
| Q3 25 | $920.3M | $5.6B | ||
| Q2 25 | $916.0M | $5.6B | ||
| Q1 25 | $919.6M | $5.6B | ||
| Q4 24 | $915.1M | $5.5B | ||
| Q3 24 | $913.8M | $5.4B | ||
| Q2 24 | $910.4M | $5.5B | ||
| Q1 24 | $896.9M | $5.5B |
总资产AMWDESS
| Q4 25 | $1.6B | $13.2B | ||
| Q3 25 | $1.6B | $13.2B | ||
| Q2 25 | $1.6B | $13.2B | ||
| Q1 25 | $1.6B | $13.2B | ||
| Q4 24 | $1.6B | $12.9B | ||
| Q3 24 | $1.6B | $12.6B | ||
| Q2 24 | $1.6B | $12.5B | ||
| Q1 24 | $1.6B | $12.9B |
负债/权益比AMWDESS
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | 1.15× | ||
| Q2 25 | 0.40× | 1.14× | ||
| Q1 25 | 0.40× | 1.22× | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | 1.18× | ||
| Q2 24 | 0.41× | 1.13× | ||
| Q1 24 | 0.41× | 1.19× |
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 | $1.1B |
| 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× | 12.53× |
| 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AMWDESS
| Q4 25 | $11.2M | $1.1B | ||
| Q3 25 | $33.1M | $342.6M | ||
| Q2 25 | $44.8M | $216.1M | ||
| Q1 25 | $11.0M | $281.5M | ||
| Q4 24 | $11.9M | $1.1B | ||
| Q3 24 | $40.8M | $316.2M | ||
| Q2 24 | $43.3M | $218.9M | ||
| Q1 24 | $43.7M | $314.9M |
自由现金流AMWDESS
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| 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AMWDESS
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| 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AMWDESS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| 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AMWDESS
| Q4 25 | 1.83× | 12.53× | ||
| Q3 25 | 2.27× | 1.98× | ||
| Q2 25 | 1.75× | 0.93× | ||
| Q1 25 | 0.66× | 1.32× | ||
| Q4 24 | 0.43× | 3.54× | ||
| Q3 24 | 1.38× | 2.52× | ||
| Q2 24 | 1.62× | 2.21× | ||
| Q1 24 | 2.06× | 1.10× |
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% |
ESS
暂无分部数据
