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AMERICAN WOODMARK CORP（AMWD）与Hess Midstream LP（HESM）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Hess Midstream LP的1.9倍（$394.6M vs $204.1M），Hess Midstream LP净利率更高（77.3% vs 1.5%，领先75.7%），Hess Midstream LP同比增速更快（2.1% vs -12.8%），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -25.3%）
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。
赫斯是美国全球化独立能源企业，主要从事原油与天然气的勘探、生产业务。公司于1968年由赫斯石油化工和阿美拉达石油合并成立，2023年10月同意被雪佛龙收购，相关交易已于2025年7月完成交割。
AMWD vs HESM — 直观对比
营收规模更大
AMWD
是对方的1.9倍
$204.1M
营收增速更快
HESM
高出14.9%
-12.8%
净利率更高
HESM
高出75.7%
1.5%
两年增速更快
AMWD
近两年复合增速
-25.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $204.1M |
| 净利润 | $6.1M | $157.7M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 116.7% |
| 净利率 | 1.5% | 77.3% |
| 营收同比 | -12.8% | 2.1% |
| 净利润同比 | -78.0% | -2.3% |
| 每股收益（稀释后） | $0.42 | $0.68 |
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AMWDHESM
| Q1 26 | — | $204.1M | ||
| Q4 25 | $394.6M | $404.2M | ||
| Q3 25 | $403.0M | $420.9M | ||
| Q2 25 | $400.4M | $414.2M | ||
| Q1 25 | $397.6M | $382.0M | ||
| Q4 24 | $452.5M | $395.9M | ||
| Q3 24 | $459.1M | $378.5M | ||
| Q2 24 | $453.3M | $365.5M |
净利润AMWDHESM
| Q1 26 | — | $157.7M | ||
| Q4 25 | $6.1M | $93.3M | ||
| Q3 25 | $14.6M | $97.7M | ||
| Q2 25 | $25.6M | $90.3M | ||
| Q1 25 | $16.6M | $71.6M | ||
| Q4 24 | $27.7M | $70.4M | ||
| Q3 24 | $29.6M | $58.6M | ||
| Q2 24 | $26.8M | $49.5M |
毛利率AMWDHESM
| 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AMWDHESM
| Q1 26 | — | 116.7% | ||
| Q4 25 | 3.1% | 62.2% | ||
| Q3 25 | 5.0% | 61.5% | ||
| Q2 25 | 7.4% | 62.8% | ||
| Q1 25 | 5.3% | 62.1% | ||
| Q4 24 | 9.4% | 61.4% | ||
| Q3 24 | 10.2% | 61.2% | ||
| Q2 24 | 8.4% | 60.8% |
净利率AMWDHESM
| Q1 26 | — | 77.3% | ||
| Q4 25 | 1.5% | 23.1% | ||
| Q3 25 | 3.6% | 23.2% | ||
| Q2 25 | 6.4% | 21.8% | ||
| Q1 25 | 4.2% | 18.7% | ||
| Q4 24 | 6.1% | 17.8% | ||
| Q3 24 | 6.5% | 15.5% | ||
| Q2 24 | 5.9% | 13.5% |
每股收益（稀释后）AMWDHESM
| Q1 26 | — | $0.68 | ||
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | — | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | — | ||
| Q2 24 | $1.70 | — |
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 | — |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | — |
| 总资产 | $1.6B | — |
| 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AMWDHESM
| Q1 26 | — | — | ||
| Q4 25 | $52.1M | $1.9M | ||
| Q3 25 | $54.9M | $5.5M | ||
| Q2 25 | $48.2M | $4.5M | ||
| Q1 25 | $43.5M | $6.1M | ||
| Q4 24 | $56.7M | $4.3M | ||
| Q3 24 | $89.3M | $10.3M | ||
| Q2 24 | $87.4M | $99.6M |
总债务AMWDHESM
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | $3.8B | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $3.5B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — |
股东权益AMWDHESM
| Q1 26 | — | — | ||
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | — | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | — | ||
| Q2 24 | $910.4M | — |
总资产AMWDHESM
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $4.4B | ||
| Q3 25 | $1.6B | $4.4B | ||
| Q2 25 | $1.6B | $4.4B | ||
| Q1 25 | $1.6B | $4.3B | ||
| Q4 24 | $1.6B | $4.2B | ||
| Q3 24 | $1.6B | $4.1B | ||
| Q2 24 | $1.6B | $4.1B |
负债/权益比AMWDHESM
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.41× | — |
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 | $253.3M |
| 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% | 51.4% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.61× |
| 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AMWDHESM
| Q1 26 | — | $253.3M | ||
| Q4 25 | $11.2M | $245.6M | ||
| Q3 25 | $33.1M | $258.9M | ||
| Q2 25 | $44.8M | $276.9M | ||
| Q1 25 | $11.0M | $202.4M | ||
| Q4 24 | $11.9M | $258.5M | ||
| Q3 24 | $40.8M | $224.9M | ||
| Q2 24 | $43.3M | $271.6M |
自由现金流AMWDHESM
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $178.9M | ||
| Q3 25 | $25.3M | $178.9M | ||
| Q2 25 | $35.8M | $213.5M | ||
| Q1 25 | $2.3M | $156.9M | ||
| Q4 24 | $1.1M | $163.4M | ||
| Q3 24 | $29.5M | $132.6M | ||
| Q2 24 | $7.2M | $207.7M |
自由现金流率AMWDHESM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 44.3% | ||
| Q3 25 | 6.3% | 42.5% | ||
| Q2 25 | 8.9% | 51.5% | ||
| Q1 25 | 0.6% | 41.1% | ||
| Q4 24 | 0.2% | 41.3% | ||
| Q3 24 | 6.4% | 35.0% | ||
| Q2 24 | 1.6% | 56.8% |
资本支出强度AMWDHESM
| Q1 26 | — | 51.4% | ||
| Q4 25 | 2.7% | 16.5% | ||
| Q3 25 | 1.9% | 19.0% | ||
| Q2 25 | 2.2% | 15.3% | ||
| Q1 25 | 2.2% | 11.9% | ||
| Q4 24 | 2.4% | 24.0% | ||
| Q3 24 | 2.5% | 24.4% | ||
| Q2 24 | 8.0% | 17.5% |
现金转化率AMWDHESM
| Q1 26 | — | 1.61× | ||
| Q4 25 | 1.83× | 2.63× | ||
| Q3 25 | 2.27× | 2.65× | ||
| Q2 25 | 1.75× | 3.07× | ||
| Q1 25 | 0.66× | 2.83× | ||
| Q4 24 | 0.43× | 3.67× | ||
| Q3 24 | 1.38× | 3.84× | ||
| Q2 24 | 1.62× | 5.49× |
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% |
HESM
| Affiliate services | $197.9M | 97% |
| Third-party services | $6.2M | 3% |
