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AMERICAN WOODMARK CORP（AMWD）与Elastic N.V.（ESTC）财务数据对比。点击上方公司名可切换其他公司
Elastic N.V.的季度营收约是AMERICAN WOODMARK CORP的1.1倍（$423.5M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -12.1%，领先13.7%），Elastic N.V.同比增速更快（15.9% vs -12.8%），Elastic N.V.自由现金流更多（$26.0M vs $638.0K），过去两年Elastic N.V.的营收复合增速更高（13.6% 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。
Elastic是荷美合资软件企业，2012年成立于荷兰阿姆斯特丹，运营总部分设于荷兰及美国加利福尼亚州旧金山市，于纽交所上市。公司提供企业级搜索、可观测性、网络安全平台，可支持用户实现大规模数据搜索分析、系统性能监测及异常检测。
AMWD vs ESTC — 直观对比
营收规模更大
ESTC
是对方的1.1倍
$394.6M
营收增速更快
ESTC
高出28.7%
-12.8%
净利率更高
AMWD
高出13.7%
-12.1%
自由现金流更多
ESTC
多$25.4M
$638.0K
两年增速更快
ESTC
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $423.5M |
| 净利润 | $6.1M | $-51.3M |
| 毛利率 | 15.2% | 75.9% |
| 营业利润率 | 3.1% | -1.9% |
| 净利率 | 1.5% | -12.1% |
| 营收同比 | -12.8% | 15.9% |
| 净利润同比 | -78.0% | -101.5% |
| 每股收益（稀释后） | $0.42 | $-0.48 |
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AMWDESTC
| Q4 25 | $394.6M | $423.5M | ||
| Q3 25 | $403.0M | $415.3M | ||
| Q2 25 | $400.4M | $388.4M | ||
| Q1 25 | $397.6M | $382.1M | ||
| Q4 24 | $452.5M | $365.4M | ||
| Q3 24 | $459.1M | $347.4M | ||
| Q2 24 | $453.3M | $335.0M | ||
| Q1 24 | $422.1M | $328.0M |
净利润AMWDESTC
| Q4 25 | $6.1M | $-51.3M | ||
| Q3 25 | $14.6M | $-24.6M | ||
| Q2 25 | $25.6M | $-16.4M | ||
| Q1 25 | $16.6M | $-17.1M | ||
| Q4 24 | $27.7M | $-25.4M | ||
| Q3 24 | $29.6M | $-49.2M | ||
| Q2 24 | $26.8M | $-41.1M | ||
| Q1 24 | $21.2M | $176.1M |
毛利率AMWDESTC
| Q4 25 | 15.2% | 75.9% | ||
| Q3 25 | 16.7% | 76.7% | ||
| Q2 25 | 17.0% | 74.8% | ||
| Q1 25 | 15.0% | 74.6% | ||
| Q4 24 | 18.9% | 74.5% | ||
| Q3 24 | 20.2% | 73.6% | ||
| Q2 24 | 18.6% | 73.8% | ||
| Q1 24 | 19.2% | 74.2% |
营业利润率AMWDESTC
| Q4 25 | 3.1% | -1.9% | ||
| Q3 25 | 5.0% | -2.3% | ||
| Q2 25 | 7.4% | -3.1% | ||
| Q1 25 | 5.3% | -1.2% | ||
| Q4 24 | 9.4% | -1.2% | ||
| Q3 24 | 10.2% | -9.7% | ||
| Q2 24 | 8.4% | -13.6% | ||
| Q1 24 | 6.6% | -8.1% |
净利率AMWDESTC
| Q4 25 | 1.5% | -12.1% | ||
| Q3 25 | 3.6% | -5.9% | ||
| Q2 25 | 6.4% | -4.2% | ||
| Q1 25 | 4.2% | -4.5% | ||
| Q4 24 | 6.1% | -7.0% | ||
| Q3 24 | 6.5% | -14.2% | ||
| Q2 24 | 5.9% | -12.3% | ||
| Q1 24 | 5.0% | 53.7% |
每股收益（稀释后）AMWDESTC
| Q4 25 | $0.42 | $-0.48 | ||
| Q3 25 | $1.00 | $-0.23 | ||
| Q2 25 | $1.73 | $-0.15 | ||
| Q1 25 | $1.09 | $-0.16 | ||
| Q4 24 | $1.79 | $-0.25 | ||
| Q3 24 | $1.89 | $-0.48 | ||
| Q2 24 | $1.70 | $-0.35 | ||
| Q1 24 | $1.32 | $1.69 |
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 | $1.4B |
| 总债务越低越好 | $363.3M | $570.3M |
| 股东权益账面价值 | $928.2M | $891.1M |
| 总资产 | $1.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资AMWDESTC
| Q4 25 | $52.1M | $1.4B | ||
| Q3 25 | $54.9M | $1.5B | ||
| Q2 25 | $48.2M | $1.4B | ||
| Q1 25 | $43.5M | $584.0M | ||
| Q4 24 | $56.7M | $658.5M | ||
| Q3 24 | $89.3M | $594.9M | ||
| Q2 24 | $87.4M | $1.1B | ||
| Q1 24 | $97.8M | $526.9M |
总债务AMWDESTC
| Q4 25 | $363.3M | $570.3M | ||
| Q3 25 | $364.8M | $570.0M | ||
| Q2 25 | $365.8M | $569.7M | ||
| Q1 25 | $367.3M | $569.4M | ||
| Q4 24 | $368.0M | $569.2M | ||
| Q3 24 | $372.2M | $568.9M | ||
| Q2 24 | $371.8M | $568.6M | ||
| Q1 24 | $371.3M | $568.3M |
股东权益AMWDESTC
| Q4 25 | $928.2M | $891.1M | ||
| Q3 25 | $920.3M | $971.4M | ||
| Q2 25 | $916.0M | $927.2M | ||
| Q1 25 | $919.6M | $859.1M | ||
| Q4 24 | $915.1M | $811.5M | ||
| Q3 24 | $913.8M | $759.4M | ||
| Q2 24 | $910.4M | $738.2M | ||
| Q1 24 | $896.9M | $707.8M |
总资产AMWDESTC
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.6B | $2.6B | ||
| Q1 25 | $1.6B | $2.3B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.6B | $2.2B | ||
| Q1 24 | $1.6B | $2.1B |
负债/权益比AMWDESTC
| Q4 25 | 0.39× | 0.64× | ||
| Q3 25 | 0.40× | 0.59× | ||
| Q2 25 | 0.40× | 0.61× | ||
| Q1 25 | 0.40× | 0.66× | ||
| Q4 24 | 0.40× | 0.70× | ||
| Q3 24 | 0.41× | 0.75× | ||
| Q2 24 | 0.41× | 0.77× | ||
| Q1 24 | 0.41× | 0.80× |
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 | $26.6M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $26.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 6.1% |
| 资本支出强度资本支出/营收 | 2.7% | 0.1% |
| 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 | $302.3M |
8季度趋势，按日历期对齐
经营现金流AMWDESTC
| Q4 25 | $11.2M | $26.6M | ||
| Q3 25 | $33.1M | $104.8M | ||
| Q2 25 | $44.8M | $87.0M | ||
| Q1 25 | $11.0M | $88.1M | ||
| Q4 24 | $11.9M | $38.4M | ||
| Q3 24 | $40.8M | $52.8M | ||
| Q2 24 | $43.3M | $60.9M | ||
| Q1 24 | $43.7M | $52.4M |
自由现金流AMWDESTC
| Q4 25 | $638.0K | $26.0M | ||
| Q3 25 | $25.3M | $104.2M | ||
| Q2 25 | $35.8M | $84.9M | ||
| Q1 25 | $2.3M | $87.3M | ||
| Q4 24 | $1.1M | $37.7M | ||
| Q3 24 | $29.5M | $52.0M | ||
| Q2 24 | $7.2M | $60.1M | ||
| Q1 24 | $22.1M | $51.3M |
自由现金流率AMWDESTC
| Q4 25 | 0.2% | 6.1% | ||
| Q3 25 | 6.3% | 25.1% | ||
| Q2 25 | 8.9% | 21.8% | ||
| Q1 25 | 0.6% | 22.8% | ||
| Q4 24 | 0.2% | 10.3% | ||
| Q3 24 | 6.4% | 15.0% | ||
| Q2 24 | 1.6% | 17.9% | ||
| Q1 24 | 5.2% | 15.6% |
资本支出强度AMWDESTC
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 1.9% | 0.2% | ||
| Q2 25 | 2.2% | 0.5% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.4% | 0.2% | ||
| Q3 24 | 2.5% | 0.2% | ||
| Q2 24 | 8.0% | 0.3% | ||
| Q1 24 | 5.1% | 0.3% |
现金转化率AMWDESTC
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | 0.30× |
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% |
ESTC
| Self Managed Subscription | $192.0M | 45% |
| Saa S Self Managed Annual | $156.9M | 37% |
| Saa S Self Managed Monthly | $48.8M | 12% |
| Professional Services | $25.8M | 6% |
