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AMERICAN WOODMARK CORP（AMWD）与GREENLIGHT CAPITAL RE, LTD.（GLRE）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GREENLIGHT CAPITAL RE, LTD.的1.9倍（$394.6M vs $210.3M），GREENLIGHT CAPITAL RE, LTD.净利率更高（23.4% vs 1.5%，领先21.9%），GREENLIGHT CAPITAL RE, LTD.同比增速更快（48.3% vs -12.8%），过去两年GREENLIGHT CAPITAL RE, LTD.的营收复合增速更高（4.8% 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。
绿光资本再保险有限公司关联的绿光资本是1996年由大卫·艾因霍恩创立的美国对冲基金，主要投资北美公开交易的企业债务产品与股票，因2008年雷曼兄弟破产前做空其股票、2012年1月在英国因内幕交易被罚1100万美元而受到市场关注，艾因霍恩至今仍担任该基金管理人。
AMWD vs GLRE — 直观对比
营收规模更大
AMWD
是对方的1.9倍
$210.3M
营收增速更快
GLRE
高出61.0%
-12.8%
净利率更高
GLRE
高出21.9%
1.5%
两年增速更快
GLRE
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $210.3M |
| 净利润 | $6.1M | $49.3M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | — |
| 净利率 | 1.5% | 23.4% |
| 营收同比 | -12.8% | 48.3% |
| 净利润同比 | -78.0% | 279.7% |
| 每股收益（稀释后） | $0.42 | $1.43 |
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AMWDGLRE
| Q4 25 | $394.6M | $210.3M | ||
| Q3 25 | $403.0M | $146.1M | ||
| Q2 25 | $400.4M | $160.1M | ||
| Q1 25 | $397.6M | $213.3M | ||
| Q4 24 | $452.5M | $141.8M | ||
| Q3 24 | $459.1M | $188.0M | ||
| Q2 24 | $453.3M | $174.9M | ||
| Q1 24 | $422.1M | $191.3M |
净利润AMWDGLRE
| Q4 25 | $6.1M | $49.3M | ||
| Q3 25 | $14.6M | $-4.4M | ||
| Q2 25 | $25.6M | $329.0K | ||
| Q1 25 | $16.6M | $29.6M | ||
| Q4 24 | $27.7M | $-27.4M | ||
| Q3 24 | $29.6M | $35.2M | ||
| Q2 24 | $26.8M | $8.0M | ||
| Q1 24 | $21.2M | $27.0M |
毛利率AMWDGLRE
| 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AMWDGLRE
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 8.4% | — | ||
| Q1 24 | 6.6% | — |
净利率AMWDGLRE
| Q4 25 | 1.5% | 23.4% | ||
| Q3 25 | 3.6% | -3.0% | ||
| Q2 25 | 6.4% | 0.2% | ||
| Q1 25 | 4.2% | 13.9% | ||
| Q4 24 | 6.1% | -19.3% | ||
| Q3 24 | 6.5% | 18.7% | ||
| Q2 24 | 5.9% | 4.6% | ||
| Q1 24 | 5.0% | 14.1% |
每股收益（稀释后）AMWDGLRE
| Q4 25 | $0.42 | $1.43 | ||
| Q3 25 | $1.00 | $-0.13 | ||
| Q2 25 | $1.73 | $0.01 | ||
| Q1 25 | $1.09 | $0.86 | ||
| Q4 24 | $1.79 | $-0.78 | ||
| Q3 24 | $1.89 | $1.01 | ||
| Q2 24 | $1.70 | $0.23 | ||
| Q1 24 | $1.32 | $0.78 |
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 | $111.8M |
| 总债务越低越好 | $363.3M | $4.7M |
| 股东权益账面价值 | $928.2M | $708.0M |
| 总资产 | $1.6B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资AMWDGLRE
| Q4 25 | $52.1M | $111.8M | ||
| Q3 25 | $54.9M | $68.8M | ||
| Q2 25 | $48.2M | $82.4M | ||
| Q1 25 | $43.5M | $47.5M | ||
| Q4 24 | $56.7M | $64.7M | ||
| Q3 24 | $89.3M | $54.6M | ||
| Q2 24 | $87.4M | $52.2M | ||
| Q1 24 | $97.8M | $61.6M |
总债务AMWDGLRE
| Q4 25 | $363.3M | $4.7M | ||
| Q3 25 | $364.8M | $34.7M | ||
| Q2 25 | $365.8M | $58.9M | ||
| Q1 25 | $367.3M | $59.8M | ||
| Q4 24 | $368.0M | $60.7M | ||
| Q3 24 | $372.2M | $62.6M | ||
| Q2 24 | $371.8M | $61.6M | ||
| Q1 24 | $371.3M | $72.5M |
股东权益AMWDGLRE
| Q4 25 | $928.2M | $708.0M | ||
| Q3 25 | $920.3M | $658.9M | ||
| Q2 25 | $916.0M | $663.3M | ||
| Q1 25 | $919.6M | $666.8M | ||
| Q4 24 | $915.1M | $635.9M | ||
| Q3 24 | $913.8M | $663.4M | ||
| Q2 24 | $910.4M | $634.0M | ||
| Q1 24 | $896.9M | $624.5M |
总资产AMWDGLRE
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.6B | $2.2B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.6B | $1.9B |
负债/权益比AMWDGLRE
| Q4 25 | 0.39× | 0.01× | ||
| Q3 25 | 0.40× | 0.05× | ||
| Q2 25 | 0.40× | 0.09× | ||
| Q1 25 | 0.40× | 0.09× | ||
| Q4 24 | 0.40× | 0.10× | ||
| Q3 24 | 0.41× | 0.09× | ||
| Q2 24 | 0.41× | 0.10× | ||
| Q1 24 | 0.41× | 0.12× |
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 | $100.2M |
| 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× | 2.03× |
| 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AMWDGLRE
| Q4 25 | $11.2M | $100.2M | ||
| Q3 25 | $33.1M | $31.2M | ||
| Q2 25 | $44.8M | $68.4M | ||
| Q1 25 | $11.0M | $10.4M | ||
| Q4 24 | $11.9M | $29.5M | ||
| Q3 24 | $40.8M | $41.3M | ||
| Q2 24 | $43.3M | $22.7M | ||
| Q1 24 | $43.7M | $18.0M |
自由现金流AMWDGLRE
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDGLRE
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDGLRE
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDGLRE
| Q4 25 | 1.83× | 2.03× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 208.02× | ||
| Q1 25 | 0.66× | 0.35× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 1.17× | ||
| Q2 24 | 1.62× | 2.85× | ||
| Q1 24 | 2.06× | 0.66× |
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% |
GLRE
| Other | $124.7M | 59% |
| Innovations | $85.6M | 41% |
