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AMERICAN WOODMARK CORP（AMWD）与First Watch Restaurant Group, Inc.（FWRG）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First Watch Restaurant Group, Inc.的1.2倍（$394.6M vs $316.4M），First Watch Restaurant Group, Inc.同比增速更快（20.2% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-18.3M），过去两年First Watch Restaurant Group, Inc.的营收复合增速更高（14.2% 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。
该企业原信息存在公司混淆错误，实际First Watch Restaurant Group是美国餐饮集团，主打鲜制早餐、早午餐与午餐，在美国多个州运营自营与特许加盟餐厅，聚焦日间休闲餐饮市场，为消费者提供新鲜健康的美式餐食选择。
AMWD vs FWRG — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$316.4M
营收增速更快
FWRG
高出32.9%
-12.8%
自由现金流更多
AMWD
多$19.0M
$-18.3M
两年增速更快
FWRG
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $316.4M |
| 净利润 | $6.1M | — |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 2.9% |
| 净利率 | 1.5% | — |
| 营收同比 | -12.8% | 20.2% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | $0.24 |
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AMWDFWRG
| Q4 25 | $394.6M | $316.4M | ||
| Q3 25 | $403.0M | $316.0M | ||
| Q2 25 | $400.4M | $307.9M | ||
| Q1 25 | $397.6M | $282.2M | ||
| Q4 24 | $452.5M | $263.3M | ||
| Q3 24 | $459.1M | $251.6M | ||
| Q2 24 | $453.3M | $258.6M | ||
| Q1 24 | $422.1M | $242.4M |
净利润AMWDFWRG
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $3.0M | ||
| Q2 25 | $25.6M | $2.1M | ||
| Q1 25 | $16.6M | $-829.0K | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $2.1M | ||
| Q2 24 | $26.8M | $8.9M | ||
| Q1 24 | $21.2M | $7.2M |
毛利率AMWDFWRG
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDFWRG
| Q4 25 | 3.1% | 2.9% | ||
| Q3 25 | 5.0% | 3.2% | ||
| Q2 25 | 7.4% | 2.4% | ||
| Q1 25 | 5.3% | 0.4% | ||
| Q4 24 | 9.4% | 1.5% | ||
| Q3 24 | 10.2% | 2.5% | ||
| Q2 24 | 8.4% | 6.4% | ||
| Q1 24 | 6.6% | 5.1% |
净利率AMWDFWRG
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | 0.9% | ||
| Q2 25 | 6.4% | 0.7% | ||
| Q1 25 | 4.2% | -0.3% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | 0.8% | ||
| Q2 24 | 5.9% | 3.4% | ||
| Q1 24 | 5.0% | 3.0% |
每股收益（稀释后）AMWDFWRG
| Q4 25 | $0.42 | $0.24 | ||
| Q3 25 | $1.00 | $0.05 | ||
| Q2 25 | $1.73 | $0.03 | ||
| Q1 25 | $1.09 | $-0.01 | ||
| Q4 24 | $1.79 | $0.01 | ||
| Q3 24 | $1.89 | $0.03 | ||
| Q2 24 | $1.70 | $0.14 | ||
| Q1 24 | $1.32 | $0.12 |
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 | $21.2M |
| 总债务越低越好 | $363.3M | $269.1M |
| 股东权益账面价值 | $928.2M | $626.3M |
| 总资产 | $1.6B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资AMWDFWRG
| Q4 25 | $52.1M | $21.2M | ||
| Q3 25 | $54.9M | $20.7M | ||
| Q2 25 | $48.2M | $19.2M | ||
| Q1 25 | $43.5M | $18.6M | ||
| Q4 24 | $56.7M | $33.3M | ||
| Q3 24 | $89.3M | $51.1M | ||
| Q2 24 | $87.4M | $45.1M | ||
| Q1 24 | $97.8M | $43.2M |
总债务AMWDFWRG
| Q4 25 | $363.3M | $269.1M | ||
| Q3 25 | $364.8M | $251.0M | ||
| Q2 25 | $365.8M | $250.0M | ||
| Q1 25 | $367.3M | $191.5M | ||
| Q4 24 | $368.0M | $189.0M | ||
| Q3 24 | $372.2M | $189.7M | ||
| Q2 24 | $371.8M | $192.1M | ||
| Q1 24 | $371.3M | $122.7M |
股东权益AMWDFWRG
| Q4 25 | $928.2M | $626.3M | ||
| Q3 25 | $920.3M | $607.3M | ||
| Q2 25 | $916.0M | $601.3M | ||
| Q1 25 | $919.6M | $596.3M | ||
| Q4 24 | $915.1M | $595.4M | ||
| Q3 24 | $913.8M | $589.1M | ||
| Q2 24 | $910.4M | $585.8M | ||
| Q1 24 | $896.9M | $574.4M |
总资产AMWDFWRG
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.6B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
负债/权益比AMWDFWRG
| Q4 25 | 0.39× | 0.43× | ||
| Q3 25 | 0.40× | 0.41× | ||
| Q2 25 | 0.40× | 0.42× | ||
| Q1 25 | 0.40× | 0.32× | ||
| Q4 24 | 0.40× | 0.32× | ||
| Q3 24 | 0.41× | 0.32× | ||
| Q2 24 | 0.41× | 0.33× | ||
| Q1 24 | 0.41× | 0.21× |
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 | $18.5M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-18.3M |
| 自由现金流率自由现金流/营收 | 0.2% | -5.8% |
| 资本支出强度资本支出/营收 | 2.7% | 11.6% |
| 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 | $-31.0M |
8季度趋势，按日历期对齐
经营现金流AMWDFWRG
| Q4 25 | $11.2M | $18.5M | ||
| Q3 25 | $33.1M | $47.9M | ||
| Q2 25 | $44.8M | $39.4M | ||
| Q1 25 | $11.0M | $20.1M | ||
| Q4 24 | $11.9M | $22.9M | ||
| Q3 24 | $40.8M | $35.9M | ||
| Q2 24 | $43.3M | $31.9M | ||
| Q1 24 | $43.7M | $25.0M |
自由现金流AMWDFWRG
| Q4 25 | $638.0K | $-18.3M | ||
| Q3 25 | $25.3M | $5.5M | ||
| Q2 25 | $35.8M | $-1.7M | ||
| Q1 25 | $2.3M | $-16.4M | ||
| Q4 24 | $1.1M | $-17.7M | ||
| Q3 24 | $29.5M | $6.8M | ||
| Q2 24 | $7.2M | $2.3M | ||
| Q1 24 | $22.1M | $-3.6M |
自由现金流率AMWDFWRG
| Q4 25 | 0.2% | -5.8% | ||
| Q3 25 | 6.3% | 1.7% | ||
| Q2 25 | 8.9% | -0.5% | ||
| Q1 25 | 0.6% | -5.8% | ||
| Q4 24 | 0.2% | -6.7% | ||
| Q3 24 | 6.4% | 2.7% | ||
| Q2 24 | 1.6% | 0.9% | ||
| Q1 24 | 5.2% | -1.5% |
资本支出强度AMWDFWRG
| Q4 25 | 2.7% | 11.6% | ||
| Q3 25 | 1.9% | 13.4% | ||
| Q2 25 | 2.2% | 13.4% | ||
| Q1 25 | 2.2% | 13.0% | ||
| Q4 24 | 2.4% | 15.4% | ||
| Q3 24 | 2.5% | 11.6% | ||
| Q2 24 | 8.0% | 11.5% | ||
| Q1 24 | 5.1% | 11.8% |
现金转化率AMWDFWRG
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 16.01× | ||
| Q2 25 | 1.75× | 18.72× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 16.98× | ||
| Q2 24 | 1.62× | 3.59× | ||
| Q1 24 | 2.06× | 3.46× |
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% |
FWRG
| In Restaurant Dining Sales | $254.1M | 80% |
| Third Party Delivery Sales | $38.6M | 12% |
| Take Out Sales | $21.3M | 7% |
| Royalty And System Fund Contributions | $2.3M | 1% |
