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AMERICAN WOODMARK CORP（AMWD）与Gaming & Leisure Properties, Inc.（GLPI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.1倍（$420.0M vs $394.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 1.5%，领先55.5%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -12.8%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% 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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
AMWD vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$394.6M
营收增速更快
GLPI
高出19.1%
-12.8%
净利率更高
GLPI
高出55.5%
1.5%
两年增速更快
GLPI
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $420.0M |
| 净利润 | $6.1M | $239.4M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 79.4% |
| 净利率 | 1.5% | 57.0% |
| 营收同比 | -12.8% | 6.3% |
| 净利润同比 | -78.0% | 40.5% |
| 每股收益（稀释后） | $0.42 | — |
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AMWDGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $394.6M | $407.0M | ||
| Q3 25 | $403.0M | $397.6M | ||
| Q2 25 | $400.4M | $394.9M | ||
| Q1 25 | $397.6M | $395.2M | ||
| Q4 24 | $452.5M | $389.6M | ||
| Q3 24 | $459.1M | $385.3M | ||
| Q2 24 | $453.3M | $380.6M |
净利润AMWDGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $6.1M | $275.4M | ||
| Q3 25 | $14.6M | $241.2M | ||
| Q2 25 | $25.6M | $151.4M | ||
| Q1 25 | $16.6M | $165.2M | ||
| Q4 24 | $27.7M | $223.6M | ||
| Q3 24 | $29.6M | $184.7M | ||
| Q2 24 | $26.8M | $208.3M |
毛利率AMWDGLPI
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMWDGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 3.1% | 89.3% | ||
| Q3 25 | 5.0% | 84.8% | ||
| Q2 25 | 7.4% | 61.3% | ||
| Q1 25 | 5.3% | 65.5% | ||
| Q4 24 | 9.4% | 79.1% | ||
| Q3 24 | 10.2% | 70.4% | ||
| Q2 24 | 8.4% | 77.1% |
净利率AMWDGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 1.5% | 67.6% | ||
| Q3 25 | 3.6% | 60.7% | ||
| Q2 25 | 6.4% | 38.4% | ||
| Q1 25 | 4.2% | 41.8% | ||
| Q4 24 | 6.1% | 57.4% | ||
| Q3 24 | 6.5% | 47.9% | ||
| Q2 24 | 5.9% | 54.7% |
每股收益（稀释后）AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.42 | $0.96 | ||
| Q3 25 | $1.00 | $0.85 | ||
| Q2 25 | $1.73 | $0.54 | ||
| Q1 25 | $1.09 | $0.60 | ||
| Q4 24 | $1.79 | $0.79 | ||
| Q3 24 | $1.89 | $0.67 | ||
| Q2 24 | $1.70 | $0.77 |
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 | $274.5M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $5.0B |
| 总资产 | $1.6B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
现金及短期投资AMWDGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $560.8M | ||
| Q3 24 | $89.3M | $560.8M | ||
| Q2 24 | $87.4M | $560.8M |
总债务AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | $7.2B | ||
| Q3 25 | $364.8M | $7.2B | ||
| Q2 25 | $365.8M | $6.9B | ||
| Q1 25 | $367.3M | $6.9B | ||
| Q4 24 | $368.0M | $7.7B | ||
| Q3 24 | $372.2M | $7.4B | ||
| Q2 24 | $371.8M | $6.6B |
股东权益AMWDGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $928.2M | $4.6B | ||
| Q3 25 | $920.3M | $4.6B | ||
| Q2 25 | $916.0M | $4.6B | ||
| Q1 25 | $919.6M | $4.2B | ||
| Q4 24 | $915.1M | $4.3B | ||
| Q3 24 | $913.8M | $4.3B | ||
| Q2 24 | $910.4M | $4.1B |
总资产AMWDGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.6B | $12.9B | ||
| Q3 25 | $1.6B | $12.8B | ||
| Q2 25 | $1.6B | $12.5B | ||
| Q1 25 | $1.6B | $12.1B | ||
| Q4 24 | $1.6B | $13.1B | ||
| Q3 24 | $1.6B | $12.7B | ||
| Q2 24 | $1.6B | $11.8B |
负债/权益比AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 1.56× | ||
| Q3 25 | 0.40× | 1.57× | ||
| Q2 25 | 0.40× | 1.51× | ||
| Q1 25 | 0.40× | 1.63× | ||
| Q4 24 | 0.40× | 1.81× | ||
| Q3 24 | 0.41× | 1.74× | ||
| Q2 24 | 0.41× | 1.60× |
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AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $1.1B | ||
| Q3 25 | $33.1M | $240.3M | ||
| Q2 25 | $44.8M | $293.4M | ||
| Q1 25 | $11.0M | $252.5M | ||
| Q4 24 | $11.9M | $1.1B | ||
| Q3 24 | $40.8M | $270.4M | ||
| Q2 24 | $43.3M | $252.1M |
自由现金流AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | $183.0M | ||
| Q2 25 | $35.8M | $272.3M | ||
| Q1 25 | $2.3M | $239.6M | ||
| Q4 24 | $1.1M | $1.1B | ||
| Q3 24 | $29.5M | $261.5M | ||
| Q2 24 | $7.2M | $245.0M |
自由现金流率AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | 46.0% | ||
| Q2 25 | 8.9% | 69.0% | ||
| Q1 25 | 0.6% | 60.6% | ||
| Q4 24 | 0.2% | 275.3% | ||
| Q3 24 | 6.4% | 67.9% | ||
| Q2 24 | 1.6% | 64.4% |
资本支出强度AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | 14.4% | ||
| Q2 25 | 2.2% | 5.3% | ||
| Q1 25 | 2.2% | 3.3% | ||
| Q4 24 | 2.4% | 0.0% | ||
| Q3 24 | 2.5% | 2.3% | ||
| Q2 24 | 8.0% | 1.9% |
现金转化率AMWDGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 4.10× | ||
| Q3 25 | 2.27× | 1.00× | ||
| Q2 25 | 1.75× | 1.94× | ||
| Q1 25 | 0.66× | 1.53× | ||
| Q4 24 | 0.43× | 4.80× | ||
| Q3 24 | 1.38× | 1.46× | ||
| Q2 24 | 1.62× | 1.21× |
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% |
GLPI
暂无分部数据
