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AMERICAN WOODMARK CORP（AMWD）与Installed Building Products, Inc.（IBP）财务数据对比。点击上方公司名可切换其他公司
Installed Building Products, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$747.5M vs $394.6M），Installed Building Products, Inc.净利率更高（10.2% vs 1.5%，领先8.7%），Installed Building Products, Inc.同比增速更快（-0.4% vs -12.8%），Installed Building Products, Inc.自由现金流更多（$49.3M vs $638.0K），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% 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。
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
AMWD vs IBP — 直观对比
营收规模更大
IBP
是对方的1.9倍
$394.6M
营收增速更快
IBP
高出12.4%
-12.8%
净利率更高
IBP
高出8.7%
1.5%
自由现金流更多
IBP
多$48.7M
$638.0K
两年增速更快
IBP
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $747.5M |
| 净利润 | $6.1M | $76.6M |
| 毛利率 | 15.2% | 35.0% |
| 营业利润率 | 3.1% | 14.6% |
| 净利率 | 1.5% | 10.2% |
| 营收同比 | -12.8% | -0.4% |
| 净利润同比 | -78.0% | 14.5% |
| 每股收益（稀释后） | $0.42 | $2.81 |
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AMWDIBP
| Q4 25 | $394.6M | $747.5M | ||
| Q3 25 | $403.0M | $778.2M | ||
| Q2 25 | $400.4M | $760.3M | ||
| Q1 25 | $397.6M | $684.8M | ||
| Q4 24 | $452.5M | $750.2M | ||
| Q3 24 | $459.1M | $760.6M | ||
| Q2 24 | $453.3M | $737.6M | ||
| Q1 24 | $422.1M | $692.9M |
净利润AMWDIBP
| Q4 25 | $6.1M | $76.6M | ||
| Q3 25 | $14.6M | $74.4M | ||
| Q2 25 | $25.6M | $69.0M | ||
| Q1 25 | $16.6M | $45.4M | ||
| Q4 24 | $27.7M | $66.9M | ||
| Q3 24 | $29.6M | $68.6M | ||
| Q2 24 | $26.8M | $65.2M | ||
| Q1 24 | $21.2M | $55.9M |
毛利率AMWDIBP
| Q4 25 | 15.2% | 35.0% | ||
| Q3 25 | 16.7% | 34.0% | ||
| Q2 25 | 17.0% | 34.2% | ||
| Q1 25 | 15.0% | 32.7% | ||
| Q4 24 | 18.9% | 33.6% | ||
| Q3 24 | 20.2% | 33.8% | ||
| Q2 24 | 18.6% | 34.1% | ||
| Q1 24 | 19.2% | 33.8% |
营业利润率AMWDIBP
| Q4 25 | 3.1% | 14.6% | ||
| Q3 25 | 5.0% | 13.7% | ||
| Q2 25 | 7.4% | 13.3% | ||
| Q1 25 | 5.3% | 10.2% | ||
| Q4 24 | 9.4% | 13.1% | ||
| Q3 24 | 10.2% | 13.3% | ||
| Q2 24 | 8.4% | 12.9% | ||
| Q1 24 | 6.6% | 12.7% |
净利率AMWDIBP
| Q4 25 | 1.5% | 10.2% | ||
| Q3 25 | 3.6% | 9.6% | ||
| Q2 25 | 6.4% | 9.1% | ||
| Q1 25 | 4.2% | 6.6% | ||
| Q4 24 | 6.1% | 8.9% | ||
| Q3 24 | 6.5% | 9.0% | ||
| Q2 24 | 5.9% | 8.8% | ||
| Q1 24 | 5.0% | 8.1% |
每股收益（稀释后）AMWDIBP
| Q4 25 | $0.42 | $2.81 | ||
| Q3 25 | $1.00 | $2.74 | ||
| Q2 25 | $1.73 | $2.52 | ||
| Q1 25 | $1.09 | $1.64 | ||
| Q4 24 | $1.79 | $2.39 | ||
| Q3 24 | $1.89 | $2.44 | ||
| Q2 24 | $1.70 | $2.30 | ||
| Q1 24 | $1.32 | $1.97 |
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 | $321.9M |
| 总债务越低越好 | $363.3M | $886.6M |
| 股东权益账面价值 | $928.2M | $709.9M |
| 总资产 | $1.6B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资AMWDIBP
| Q4 25 | $52.1M | $321.9M | ||
| Q3 25 | $54.9M | $333.3M | ||
| Q2 25 | $48.2M | $305.2M | ||
| Q1 25 | $43.5M | $298.7M | ||
| Q4 24 | $56.7M | $327.6M | ||
| Q3 24 | $89.3M | $406.2M | ||
| Q2 24 | $87.4M | $380.3M | ||
| Q1 24 | $97.8M | $399.9M |
总债务AMWDIBP
| Q4 25 | $363.3M | $886.6M | ||
| Q3 25 | $364.8M | $880.8M | ||
| Q2 25 | $365.8M | $876.1M | ||
| Q1 25 | $367.3M | $872.4M | ||
| Q4 24 | $368.0M | $874.8M | ||
| Q3 24 | $372.2M | $872.3M | ||
| Q2 24 | $371.8M | $875.8M | ||
| Q1 24 | $371.3M | $875.0M |
股东权益AMWDIBP
| Q4 25 | $928.2M | $709.9M | ||
| Q3 25 | $920.3M | $678.6M | ||
| Q2 25 | $916.0M | $664.5M | ||
| Q1 25 | $919.6M | $660.9M | ||
| Q4 24 | $915.1M | $705.3M | ||
| Q3 24 | $913.8M | $716.4M | ||
| Q2 24 | $910.4M | $685.3M | ||
| Q1 24 | $896.9M | $679.2M |
总资产AMWDIBP
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $2.0B |
负债/权益比AMWDIBP
| Q4 25 | 0.39× | 1.25× | ||
| Q3 25 | 0.40× | 1.30× | ||
| Q2 25 | 0.40× | 1.32× | ||
| Q1 25 | 0.40× | 1.32× | ||
| Q4 24 | 0.40× | 1.24× | ||
| Q3 24 | 0.41× | 1.22× | ||
| Q2 24 | 0.41× | 1.28× | ||
| Q1 24 | 0.41× | 1.29× |
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 | $64.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $49.3M |
| 自由现金流率自由现金流/营收 | 0.2% | 6.6% |
| 资本支出强度资本支出/营收 | 2.7% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.83× | 0.85× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $300.8M |
8季度趋势，按日历期对齐
经营现金流AMWDIBP
| Q4 25 | $11.2M | $64.9M | ||
| Q3 25 | $33.1M | $124.0M | ||
| Q2 25 | $44.8M | $90.4M | ||
| Q1 25 | $11.0M | $92.1M | ||
| Q4 24 | $11.9M | $74.8M | ||
| Q3 24 | $40.8M | $101.4M | ||
| Q2 24 | $43.3M | $79.0M | ||
| Q1 24 | $43.7M | $84.8M |
自由现金流AMWDIBP
| Q4 25 | $638.0K | $49.3M | ||
| Q3 25 | $25.3M | $104.8M | ||
| Q2 25 | $35.8M | $74.8M | ||
| Q1 25 | $2.3M | $71.9M | ||
| Q4 24 | $1.1M | $52.9M | ||
| Q3 24 | $29.5M | $77.3M | ||
| Q2 24 | $7.2M | $58.2M | ||
| Q1 24 | $22.1M | $63.0M |
自由现金流率AMWDIBP
| Q4 25 | 0.2% | 6.6% | ||
| Q3 25 | 6.3% | 13.5% | ||
| Q2 25 | 8.9% | 9.8% | ||
| Q1 25 | 0.6% | 10.5% | ||
| Q4 24 | 0.2% | 7.1% | ||
| Q3 24 | 6.4% | 10.2% | ||
| Q2 24 | 1.6% | 7.9% | ||
| Q1 24 | 5.2% | 9.1% |
资本支出强度AMWDIBP
| Q4 25 | 2.7% | 2.1% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 2.2% | 2.1% | ||
| Q1 25 | 2.2% | 2.9% | ||
| Q4 24 | 2.4% | 2.9% | ||
| Q3 24 | 2.5% | 3.2% | ||
| Q2 24 | 8.0% | 2.8% | ||
| Q1 24 | 5.1% | 3.1% |
现金转化率AMWDIBP
| Q4 25 | 1.83× | 0.85× | ||
| Q3 25 | 2.27× | 1.67× | ||
| Q2 25 | 1.75× | 1.31× | ||
| Q1 25 | 0.66× | 2.03× | ||
| Q4 24 | 0.43× | 1.12× | ||
| Q3 24 | 1.38× | 1.48× | ||
| Q2 24 | 1.62× | 1.21× | ||
| Q1 24 | 2.06× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
