vs
AMERICAN WOODMARK CORP（AMWD）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是AMERICAN WOODMARK CORP的1.3倍（$500.4M vs $394.6M），富兰克林电气净利率更高（6.9% vs 1.5%，领先5.4%），富兰克林电气同比增速更快（9.9% vs -12.8%），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -4.0%）
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
AMWD vs FELE — 直观对比
营收规模更大
FELE
是对方的1.3倍
$394.6M
营收增速更快
FELE
高出22.7%
-12.8%
净利率更高
FELE
高出5.4%
1.5%
两年增速更快
AMWD
近两年复合增速
-4.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $500.4M |
| 净利润 | $6.1M | $34.7M |
| 毛利率 | 15.2% | 35.0% |
| 营业利润率 | 3.1% | 9.6% |
| 净利率 | 1.5% | 6.9% |
| 营收同比 | -12.8% | 9.9% |
| 净利润同比 | -78.0% | 10.6% |
| 每股收益（稀释后） | $0.42 | $0.77 |
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AMWDFELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $394.6M | $506.9M | ||
| Q3 25 | $403.0M | $581.7M | ||
| Q2 25 | $400.4M | $587.4M | ||
| Q1 25 | $397.6M | $455.2M | ||
| Q4 24 | $452.5M | $485.7M | ||
| Q3 24 | $459.1M | $531.4M | ||
| Q2 24 | $453.3M | $543.3M |
净利润AMWDFELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | $6.1M | $39.3M | ||
| Q3 25 | $14.6M | $16.7M | ||
| Q2 25 | $25.6M | $60.1M | ||
| Q1 25 | $16.6M | $31.0M | ||
| Q4 24 | $27.7M | $33.7M | ||
| Q3 24 | $29.6M | $54.6M | ||
| Q2 24 | $26.8M | $59.1M |
毛利率AMWDFELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 15.2% | 33.8% | ||
| Q3 25 | 16.7% | 35.9% | ||
| Q2 25 | 17.0% | 36.1% | ||
| Q1 25 | 15.0% | 36.0% | ||
| Q4 24 | 18.9% | 33.8% | ||
| Q3 24 | 20.2% | 35.7% | ||
| Q2 24 | 18.6% | 36.8% |
营业利润率AMWDFELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | 3.1% | 10.2% | ||
| Q3 25 | 5.0% | 14.6% | ||
| Q2 25 | 7.4% | 15.0% | ||
| Q1 25 | 5.3% | 9.7% | ||
| Q4 24 | 9.4% | 8.9% | ||
| Q3 24 | 10.2% | 13.8% | ||
| Q2 24 | 8.4% | 14.6% |
净利率AMWDFELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | 1.5% | 7.7% | ||
| Q3 25 | 3.6% | 2.9% | ||
| Q2 25 | 6.4% | 10.2% | ||
| Q1 25 | 4.2% | 6.8% | ||
| Q4 24 | 6.1% | 6.9% | ||
| Q3 24 | 6.5% | 10.3% | ||
| Q2 24 | 5.9% | 10.9% |
每股收益（稀释后）AMWDFELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.42 | $0.87 | ||
| Q3 25 | $1.00 | $0.37 | ||
| Q2 25 | $1.73 | $1.31 | ||
| Q1 25 | $1.09 | $0.67 | ||
| Q4 24 | $1.79 | $0.73 | ||
| Q3 24 | $1.89 | $1.17 | ||
| Q2 24 | $1.70 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | $363.3M | $134.4M |
| 股东权益账面价值 | $928.2M | $1.3B |
| 总资产 | $1.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资AMWDFELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $52.1M | $99.7M | ||
| Q3 25 | $54.9M | $102.9M | ||
| Q2 25 | $48.2M | $104.6M | ||
| Q1 25 | $43.5M | $84.0M | ||
| Q4 24 | $56.7M | $220.5M | ||
| Q3 24 | $89.3M | $106.3M | ||
| Q2 24 | $87.4M | $58.1M |
总债务AMWDFELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | $363.3M | $135.2M | ||
| Q3 25 | $364.8M | $135.2M | ||
| Q2 25 | $365.8M | $14.5M | ||
| Q1 25 | $367.3M | $14.9M | ||
| Q4 24 | $368.0M | $11.6M | ||
| Q3 24 | $372.2M | $11.6M | ||
| Q2 24 | $371.8M | $87.2M |
股东权益AMWDFELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $928.2M | $1.3B | ||
| Q3 25 | $920.3M | $1.3B | ||
| Q2 25 | $916.0M | $1.3B | ||
| Q1 25 | $919.6M | $1.3B | ||
| Q4 24 | $915.1M | $1.3B | ||
| Q3 24 | $913.8M | $1.3B | ||
| Q2 24 | $910.4M | $1.2B |
总资产AMWDFELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.6B | $1.9B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.8B |
负债/权益比AMWDFELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.39× | 0.10× | ||
| Q3 25 | 0.40× | 0.10× | ||
| Q2 25 | 0.40× | 0.01× | ||
| Q1 25 | 0.40× | 0.01× | ||
| Q4 24 | 0.40× | 0.01× | ||
| Q3 24 | 0.41× | 0.01× | ||
| Q2 24 | 0.41× | 0.07× |
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% | — |
| 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AMWDFELE
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $104.2M | ||
| Q3 25 | $33.1M | $102.7M | ||
| Q2 25 | $44.8M | $51.5M | ||
| Q1 25 | $11.0M | $-19.5M | ||
| Q4 24 | $11.9M | $110.3M | ||
| Q3 24 | $40.8M | $116.1M | ||
| Q2 24 | $43.3M | $36.4M |
自由现金流AMWDFELE
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $88.7M | ||
| Q3 25 | $25.3M | $91.3M | ||
| Q2 25 | $35.8M | $39.9M | ||
| Q1 25 | $2.3M | $-26.3M | ||
| Q4 24 | $1.1M | $97.5M | ||
| Q3 24 | $29.5M | $106.6M | ||
| Q2 24 | $7.2M | $26.1M |
自由现金流率AMWDFELE
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 17.5% | ||
| Q3 25 | 6.3% | 15.7% | ||
| Q2 25 | 8.9% | 6.8% | ||
| Q1 25 | 0.6% | -5.8% | ||
| Q4 24 | 0.2% | 20.1% | ||
| Q3 24 | 6.4% | 20.1% | ||
| Q2 24 | 1.6% | 4.8% |
资本支出强度AMWDFELE
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 3.1% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 2.2% | 2.0% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 2.4% | 2.6% | ||
| Q3 24 | 2.5% | 1.8% | ||
| Q2 24 | 8.0% | 1.9% |
现金转化率AMWDFELE
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 2.65× | ||
| Q3 25 | 2.27× | 6.14× | ||
| Q2 25 | 1.75× | 0.86× | ||
| Q1 25 | 0.66× | -0.63× | ||
| Q4 24 | 0.43× | 3.28× | ||
| Q3 24 | 1.38× | 2.13× | ||
| Q2 24 | 1.62× | 0.62× |
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% |
FELE
暂无分部数据
