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AMERICAN WOODMARK CORP（AMWD）与化石集团（FOSL）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是化石集团的1.5倍（$394.6M vs $270.2M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -14.8%，领先16.4%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -21.1%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-22.5M），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -11.4%）
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。
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
AMWD vs FOSL — 直观对比
营收规模更大
AMWD
是对方的1.5倍
$270.2M
营收增速更快
AMWD
高出8.3%
-21.1%
净利率更高
AMWD
高出16.4%
-14.8%
自由现金流更多
AMWD
多$23.1M
$-22.5M
两年增速更快
AMWD
近两年复合增速
-11.4%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $270.2M |
| 净利润 | $6.1M | $-40.0M |
| 毛利率 | 15.2% | 49.0% |
| 营业利润率 | 3.1% | -8.0% |
| 净利率 | 1.5% | -14.8% |
| 营收同比 | -12.8% | -21.1% |
| 净利润同比 | -78.0% | -257.8% |
| 每股收益（稀释后） | $0.42 | $-0.76 |
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AMWDFOSL
| Q4 25 | $394.6M | $270.2M | ||
| Q3 25 | $403.0M | $220.4M | ||
| Q2 25 | $400.4M | $233.3M | ||
| Q1 25 | $397.6M | — | ||
| Q4 24 | $452.5M | $342.3M | ||
| Q3 24 | $459.1M | $287.8M | ||
| Q2 24 | $453.3M | $260.0M | ||
| Q1 24 | $422.1M | $254.9M |
净利润AMWDFOSL
| Q4 25 | $6.1M | $-40.0M | ||
| Q3 25 | $14.6M | $-2.1M | ||
| Q2 25 | $25.6M | $-17.9M | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $27.7M | $-11.2M | ||
| Q3 24 | $29.6M | $-31.9M | ||
| Q2 24 | $26.8M | $-38.8M | ||
| Q1 24 | $21.2M | $-24.3M |
毛利率AMWDFOSL
| Q4 25 | 15.2% | 49.0% | ||
| Q3 25 | 16.7% | 57.5% | ||
| Q2 25 | 17.0% | 61.3% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | 53.9% | ||
| Q3 24 | 20.2% | 49.4% | ||
| Q2 24 | 18.6% | 52.6% | ||
| Q1 24 | 19.2% | 52.4% |
营业利润率AMWDFOSL
| Q4 25 | 3.1% | -8.0% | ||
| Q3 25 | 5.0% | 3.9% | ||
| Q2 25 | 7.4% | -2.9% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | -4.8% | ||
| Q3 24 | 10.2% | -8.5% | ||
| Q2 24 | 8.4% | -13.1% | ||
| Q1 24 | 6.6% | -11.5% |
净利率AMWDFOSL
| Q4 25 | 1.5% | -14.8% | ||
| Q3 25 | 3.6% | -1.0% | ||
| Q2 25 | 6.4% | -7.7% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 6.1% | -3.3% | ||
| Q3 24 | 6.5% | -11.1% | ||
| Q2 24 | 5.9% | -14.9% | ||
| Q1 24 | 5.0% | -9.5% |
每股收益（稀释后）AMWDFOSL
| Q4 25 | $0.42 | $-0.76 | ||
| Q3 25 | $1.00 | $-0.04 | ||
| Q2 25 | $1.73 | $-0.33 | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | $-0.15 | ||
| Q3 24 | $1.89 | $-0.60 | ||
| Q2 24 | $1.70 | $-0.73 | ||
| Q1 24 | $1.32 | $-0.46 |
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 | $79.2M |
| 总债务越低越好 | $363.3M | $169.1M |
| 股东权益账面价值 | $928.2M | $112.6M |
| 总资产 | $1.6B | $701.0M |
| 负债/权益比越低杠杆越低 | 0.39× | 1.50× |
8季度趋势，按日历期对齐
现金及短期投资AMWDFOSL
| Q4 25 | $52.1M | $79.2M | ||
| Q3 25 | $54.9M | $109.9M | ||
| Q2 25 | $48.2M | $78.3M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $123.6M | ||
| Q3 24 | $89.3M | $106.3M | ||
| Q2 24 | $87.4M | $104.9M | ||
| Q1 24 | $97.8M | $112.9M |
总债务AMWDFOSL
| Q4 25 | $363.3M | $169.1M | ||
| Q3 25 | $364.8M | $165.6M | ||
| Q2 25 | $365.8M | $167.2M | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $162.7M | ||
| Q3 24 | $372.2M | $173.4M | ||
| Q2 24 | $371.8M | $156.5M | ||
| Q1 24 | $371.3M | $202.9M |
股东权益AMWDFOSL
| Q4 25 | $928.2M | $112.6M | ||
| Q3 25 | $920.3M | $150.3M | ||
| Q2 25 | $916.0M | $140.6M | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | $148.7M | ||
| Q3 24 | $913.8M | $164.4M | ||
| Q2 24 | $910.4M | $189.6M | ||
| Q1 24 | $896.9M | $229.1M |
总资产AMWDFOSL
| Q4 25 | $1.6B | $701.0M | ||
| Q3 25 | $1.6B | $704.5M | ||
| Q2 25 | $1.6B | $686.0M | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $763.6M | ||
| Q3 24 | $1.6B | $812.4M | ||
| Q2 24 | $1.6B | $785.7M | ||
| Q1 24 | $1.6B | $891.0M |
负债/权益比AMWDFOSL
| Q4 25 | 0.39× | 1.50× | ||
| Q3 25 | 0.40× | 1.10× | ||
| Q2 25 | 0.40× | 1.19× | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 1.09× | ||
| Q3 24 | 0.41× | 1.06× | ||
| Q2 24 | 0.41× | 0.83× | ||
| Q1 24 | 0.41× | 0.89× |
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 | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-22.5M |
| 自由现金流率自由现金流/营收 | 0.2% | -8.3% |
| 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 | $-46.0M |
8季度趋势，按日历期对齐
经营现金流AMWDFOSL
| Q4 25 | $11.2M | $-22.2M | ||
| Q3 25 | $33.1M | $9.4M | ||
| Q2 25 | $44.8M | $-60.4M | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | $30.5M | ||
| Q3 24 | $40.8M | $-22.8M | ||
| Q2 24 | $43.3M | $38.4M | ||
| Q1 24 | $43.7M | $622.0K |
自由现金流AMWDFOSL
| Q4 25 | $638.0K | $-22.5M | ||
| Q3 25 | $25.3M | $8.6M | ||
| Q2 25 | $35.8M | $-60.6M | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | $28.5M | ||
| Q3 24 | $29.5M | $-24.1M | ||
| Q2 24 | $7.2M | $36.6M | ||
| Q1 24 | $22.1M | $-1.1M |
自由现金流率AMWDFOSL
| Q4 25 | 0.2% | -8.3% | ||
| Q3 25 | 6.3% | 3.9% | ||
| Q2 25 | 8.9% | -26.0% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | 8.3% | ||
| Q3 24 | 6.4% | -8.4% | ||
| Q2 24 | 1.6% | 14.1% | ||
| Q1 24 | 5.2% | -0.4% |
资本支出强度AMWDFOSL
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 1.9% | 0.4% | ||
| Q2 25 | 2.2% | 0.1% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | 0.6% | ||
| Q3 24 | 2.5% | 0.4% | ||
| Q2 24 | 8.0% | 0.7% | ||
| Q1 24 | 5.1% | 0.7% |
现金转化率AMWDFOSL
| 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× | — |
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% |
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
