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AMERICAN WOODMARK CORP（AMWD）与Forestar Group Inc.（FOR）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Forestar Group Inc.的1.4倍（$394.6M vs $273.0M），Forestar Group Inc.净利率更高（5.6% vs 1.5%，领先4.1%），Forestar Group Inc.同比增速更快（9.0% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-157.1M），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -9.6%）
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。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
AMWD vs FOR — 直观对比
营收规模更大
AMWD
是对方的1.4倍
$273.0M
营收增速更快
FOR
高出21.8%
-12.8%
净利率更高
FOR
高出4.1%
1.5%
自由现金流更多
AMWD
多$157.7M
$-157.1M
两年增速更快
AMWD
近两年复合增速
-9.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $273.0M |
| 净利润 | $6.1M | $15.4M |
| 毛利率 | 15.2% | 20.1% |
| 营业利润率 | 3.1% | 7.6% |
| 净利率 | 1.5% | 5.6% |
| 营收同比 | -12.8% | 9.0% |
| 净利润同比 | -78.0% | -6.7% |
| 每股收益（稀释后） | $0.42 | $0.30 |
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AMWDFOR
| Q4 25 | $394.6M | $273.0M | ||
| Q3 25 | $403.0M | $670.5M | ||
| Q2 25 | $400.4M | $390.5M | ||
| Q1 25 | $397.6M | $351.0M | ||
| Q4 24 | $452.5M | $250.4M | ||
| Q3 24 | $459.1M | $551.3M | ||
| Q2 24 | $453.3M | $318.4M | ||
| Q1 24 | $422.1M | $333.8M |
净利润AMWDFOR
| Q4 25 | $6.1M | $15.4M | ||
| Q3 25 | $14.6M | $86.9M | ||
| Q2 25 | $25.6M | $32.9M | ||
| Q1 25 | $16.6M | $31.6M | ||
| Q4 24 | $27.7M | $16.5M | ||
| Q3 24 | $29.6M | $81.5M | ||
| Q2 24 | $26.8M | $38.7M | ||
| Q1 24 | $21.2M | $45.0M |
毛利率AMWDFOR
| Q4 25 | 15.2% | 20.1% | ||
| Q3 25 | 16.7% | 22.3% | ||
| Q2 25 | 17.0% | 20.4% | ||
| Q1 25 | 15.0% | 22.6% | ||
| Q4 24 | 18.9% | 22.0% | ||
| Q3 24 | 20.2% | 23.9% | ||
| Q2 24 | 18.6% | 22.5% | ||
| Q1 24 | 19.2% | 24.9% |
营业利润率AMWDFOR
| Q4 25 | 3.1% | 7.6% | ||
| Q3 25 | 5.0% | 16.9% | ||
| Q2 25 | 7.4% | 11.2% | ||
| Q1 25 | 5.3% | 11.6% | ||
| Q4 24 | 9.4% | 8.7% | ||
| Q3 24 | 10.2% | 19.7% | ||
| Q2 24 | 8.4% | 16.2% | ||
| Q1 24 | 6.6% | 17.6% |
净利率AMWDFOR
| Q4 25 | 1.5% | 5.6% | ||
| Q3 25 | 3.6% | 13.0% | ||
| Q2 25 | 6.4% | 8.4% | ||
| Q1 25 | 4.2% | 9.0% | ||
| Q4 24 | 6.1% | 6.6% | ||
| Q3 24 | 6.5% | 14.8% | ||
| Q2 24 | 5.9% | 12.2% | ||
| Q1 24 | 5.0% | 13.5% |
每股收益（稀释后）AMWDFOR
| Q4 25 | $0.42 | $0.30 | ||
| Q3 25 | $1.00 | $1.70 | ||
| Q2 25 | $1.73 | $0.65 | ||
| Q1 25 | $1.09 | $0.62 | ||
| Q4 24 | $1.79 | $0.32 | ||
| Q3 24 | $1.89 | $1.59 | ||
| Q2 24 | $1.70 | $0.76 | ||
| Q1 24 | $1.32 | $0.89 |
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 | $211.7M |
| 总债务越低越好 | $363.3M | $793.2M |
| 股东权益账面价值 | $928.2M | $1.8B |
| 总资产 | $1.6B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资AMWDFOR
| Q4 25 | $52.1M | $211.7M | ||
| Q3 25 | $54.9M | $379.2M | ||
| Q2 25 | $48.2M | $189.2M | ||
| Q1 25 | $43.5M | $174.3M | ||
| Q4 24 | $56.7M | $132.0M | ||
| Q3 24 | $89.3M | $481.2M | ||
| Q2 24 | $87.4M | $359.2M | ||
| Q1 24 | $97.8M | $416.2M |
总债务AMWDFOR
| Q4 25 | $363.3M | $793.2M | ||
| Q3 25 | $364.8M | $802.7M | ||
| Q2 25 | $365.8M | $872.8M | ||
| Q1 25 | $367.3M | $872.5M | ||
| Q4 24 | $368.0M | $806.8M | ||
| Q3 24 | $372.2M | $706.4M | ||
| Q2 24 | $371.8M | $706.1M | ||
| Q1 24 | $371.3M | $705.7M |
股东权益AMWDFOR
| Q4 25 | $928.2M | $1.8B | ||
| Q3 25 | $920.3M | $1.8B | ||
| Q2 25 | $916.0M | $1.7B | ||
| Q1 25 | $919.6M | $1.6B | ||
| Q4 24 | $915.1M | $1.6B | ||
| Q3 24 | $913.8M | $1.6B | ||
| Q2 24 | $910.4M | $1.5B | ||
| Q1 24 | $896.9M | $1.5B |
总资产AMWDFOR
| Q4 25 | $1.6B | $3.2B | ||
| Q3 25 | $1.6B | $3.1B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.6B | $3.0B | ||
| Q4 24 | $1.6B | $3.0B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.6B | $2.7B | ||
| Q1 24 | $1.6B | $2.6B |
负债/权益比AMWDFOR
| Q4 25 | 0.39× | 0.44× | ||
| Q3 25 | 0.40× | 0.45× | ||
| Q2 25 | 0.40× | 0.52× | ||
| Q1 25 | 0.40× | 0.53× | ||
| Q4 24 | 0.40× | 0.50× | ||
| Q3 24 | 0.41× | 0.44× | ||
| Q2 24 | 0.41× | 0.47× | ||
| Q1 24 | 0.41× | 0.48× |
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 | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-157.1M |
| 自由现金流率自由现金流/营收 | 0.2% | -57.5% |
| 资本支出强度资本支出/营收 | 2.7% | 0.0% |
| 现金转化率经营现金流/净利润 | 1.83× | -10.19× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $93.0M |
8季度趋势，按日历期对齐
经营现金流AMWDFOR
| Q4 25 | $11.2M | $-157.0M | ||
| Q3 25 | $33.1M | $256.3M | ||
| Q2 25 | $44.8M | $15.8M | ||
| Q1 25 | $11.0M | $-19.8M | ||
| Q4 24 | $11.9M | $-450.0M | ||
| Q3 24 | $40.8M | $119.2M | ||
| Q2 24 | $43.3M | $-61.7M | ||
| Q1 24 | $43.7M | $-59.2M |
自由现金流AMWDFOR
| Q4 25 | $638.0K | $-157.1M | ||
| Q3 25 | $25.3M | $255.6M | ||
| Q2 25 | $35.8M | $15.0M | ||
| Q1 25 | $2.3M | $-20.5M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | $118.4M | ||
| Q2 24 | $7.2M | $-62.3M | ||
| Q1 24 | $22.1M | $-59.8M |
自由现金流率AMWDFOR
| Q4 25 | 0.2% | -57.5% | ||
| Q3 25 | 6.3% | 38.1% | ||
| Q2 25 | 8.9% | 3.8% | ||
| Q1 25 | 0.6% | -5.8% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | 21.5% | ||
| Q2 24 | 1.6% | -19.6% | ||
| Q1 24 | 5.2% | -17.9% |
资本支出强度AMWDFOR
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 1.9% | 0.1% | ||
| Q2 25 | 2.2% | 0.2% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.4% | 0.0% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 8.0% | 0.2% | ||
| Q1 24 | 5.1% | 0.2% |
现金转化率AMWDFOR
| Q4 25 | 1.83× | -10.19× | ||
| Q3 25 | 2.27× | 2.95× | ||
| Q2 25 | 1.75× | 0.48× | ||
| Q1 25 | 0.66× | -0.63× | ||
| Q4 24 | 0.43× | -27.27× | ||
| Q3 24 | 1.38× | 1.46× | ||
| Q2 24 | 1.62× | -1.59× | ||
| Q1 24 | 2.06× | -1.32× |
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% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
