vs
AMERICAN WOODMARK CORP(AMWD)与FOX FACTORY HOLDING CORP(FOXF)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FOX FACTORY HOLDING CORP的1.1倍($394.6M vs $361.1M),FOX FACTORY HOLDING CORP同比增速更快(2.3% vs -12.8%),过去两年FOX FACTORY HOLDING CORP的营收复合增速更高(1.8% 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。
福克斯工厂控股公司是一家美国企业,旗下最知名的产品为Fox Racing Shox品牌的越野赛车减震悬挂部件,该品牌在越野改装和赛车领域拥有较高知名度,深受越野运动爱好者与专业赛车队伍的认可。
AMWD vs FOXF — 直观对比
营收规模更大
AMWD
是对方的1.1倍
$361.1M
营收增速更快
FOXF
高出15.1%
-12.8%
两年增速更快
FOXF
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $394.6M | $361.1M |
| 净利润 | $6.1M | — |
| 毛利率 | 15.2% | 28.3% |
| 营业利润率 | 3.1% | -13.0% |
| 净利率 | 1.5% | — |
| 营收同比 | -12.8% | 2.3% |
| 净利润同比 | -78.0% | — |
| 每股收益(稀释后) | $0.42 | $-6.86 |
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
AMWD
FOXF
| Q4 26 | — | $361.1M | ||
| Q1 26 | — | $368.7M | ||
| Q4 25 | $394.6M | $376.4M | ||
| Q3 25 | $403.0M | $374.9M | ||
| Q2 25 | $400.4M | $355.0M | ||
| Q1 25 | $397.6M | $352.8M | ||
| Q4 24 | $452.5M | — | ||
| Q3 24 | $459.1M | $359.1M |
净利润
AMWD
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | $-15.0M | ||
| Q4 25 | $6.1M | $-634.0K | ||
| Q3 25 | $14.6M | $2.7M | ||
| Q2 25 | $25.6M | $-259.7M | ||
| Q1 25 | $16.6M | $-141.0K | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $4.8M |
毛利率
AMWD
FOXF
| Q4 26 | — | 28.3% | ||
| Q1 26 | — | 28.9% | ||
| Q4 25 | 15.2% | 30.4% | ||
| Q3 25 | 16.7% | 31.2% | ||
| Q2 25 | 17.0% | 30.9% | ||
| Q1 25 | 15.0% | 28.9% | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | 29.9% |
营业利润率
AMWD
FOXF
| Q4 26 | — | -13.0% | ||
| Q1 26 | — | 72.8% | ||
| Q4 25 | 3.1% | 4.0% | ||
| Q3 25 | 5.0% | 4.9% | ||
| Q2 25 | 7.4% | -70.6% | ||
| Q1 25 | 5.3% | 3.2% | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | 5.2% |
净利率
AMWD
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | -4.1% | ||
| Q4 25 | 1.5% | -0.2% | ||
| Q3 25 | 3.6% | 0.7% | ||
| Q2 25 | 6.4% | -73.1% | ||
| Q1 25 | 4.2% | -0.0% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | 1.3% |
每股收益(稀释后)
AMWD
FOXF
| Q4 26 | — | $-6.86 | ||
| Q1 26 | — | $-0.36 | ||
| Q4 25 | $0.42 | $-0.02 | ||
| Q3 25 | $1.00 | $0.07 | ||
| Q2 25 | $1.73 | $-6.23 | ||
| Q1 25 | $1.09 | $0.00 | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | $0.11 |
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 | $58.0M |
| 总债务越低越好 | $363.3M | $26.9M |
| 股东权益账面价值 | $928.2M | $670.2M |
| 总资产 | $1.6B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.04× |
8季度趋势,按日历期对齐
现金及短期投资
AMWD
FOXF
| Q4 26 | — | $58.0M | ||
| Q1 26 | — | $53.9M | ||
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | $71.7M | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | — |
总债务
AMWD
FOXF
| Q4 26 | — | $26.9M | ||
| Q1 26 | — | $26.9M | ||
| Q4 25 | $363.3M | $536.7M | ||
| Q3 25 | $364.8M | $541.8M | ||
| Q2 25 | $365.8M | $546.9M | ||
| Q1 25 | $367.3M | $552.1M | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | $558.4M |
股东权益
AMWD
FOXF
| Q4 26 | — | $670.2M | ||
| Q1 26 | — | $658.8M | ||
| Q4 25 | $928.2M | $956.0M | ||
| Q3 25 | $920.3M | $958.7M | ||
| Q2 25 | $916.0M | $939.9M | ||
| Q1 25 | $919.6M | $1.2B | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | $1.2B |
总资产
AMWD
FOXF
| Q4 26 | — | $1.7B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.6B | $1.9B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $2.3B |
负债/权益比
AMWD
FOXF
| Q4 26 | — | 0.04× | ||
| Q1 26 | — | 0.04× | ||
| Q4 25 | 0.39× | 0.56× | ||
| Q3 25 | 0.40× | 0.57× | ||
| Q2 25 | 0.40× | 0.58× | ||
| Q1 25 | 0.40× | 0.46× | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | 0.47× |
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 | $60.9M |
| 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
AMWD
FOXF
| Q4 26 | — | $60.9M | ||
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $5.3M | ||
| Q3 25 | $33.1M | $36.8M | ||
| Q2 25 | $44.8M | $680.0K | ||
| Q1 25 | $11.0M | $81.7M | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | $14.1M |
自由现金流
AMWD
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $-2.5M | ||
| Q3 25 | $25.3M | $24.6M | ||
| Q2 25 | $35.8M | $-6.5M | ||
| Q1 25 | $2.3M | $69.8M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | $3.2M |
自由现金流率
AMWD
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | -0.7% | ||
| Q3 25 | 6.3% | 6.6% | ||
| Q2 25 | 8.9% | -1.8% | ||
| Q1 25 | 0.6% | 19.8% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | 0.9% |
资本支出强度
AMWD
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 2.1% | ||
| Q3 25 | 1.9% | 3.3% | ||
| Q2 25 | 2.2% | 2.0% | ||
| Q1 25 | 2.2% | 3.4% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | 3.0% |
现金转化率
AMWD
FOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 13.41× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 2.94× |
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% |
FOXF
| Aftermarket Applications Group | $126.2M | 35% |
| Specialty Sports Group | $118.2M | 33% |
| Powered Vehicles Group | $116.7M | 32% |