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AMERICAN WOODMARK CORP（AMWD）与ICU MEDICAL INC（ICUI）财务数据对比。点击上方公司名可切换其他公司
ICU MEDICAL INC的季度营收约是AMERICAN WOODMARK CORP的1.4倍（$540.7M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -2.9%，领先4.5%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -14.1%），ICU MEDICAL INC自由现金流更多（$36.0M vs $638.0K），过去两年ICU MEDICAL INC的营收复合增速更高（-2.3% 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。
ICU医疗是总部位于美国加利福尼亚州圣克莱门特的医疗科技企业，专注于研发预防血流感染、保护医护人员免受传染病或危险药物侵害的医疗产品，产品线覆盖静脉治疗用品、输液泵、无针血管通路设备、定制输液套装、危险药物密闭处理系统、传感导管以及无针封闭式血液采样系统等。
AMWD vs ICUI — 直观对比
营收规模更大
ICUI
是对方的1.4倍
$394.6M
营收增速更快
AMWD
高出1.4%
-14.1%
净利率更高
AMWD
高出4.5%
-2.9%
自由现金流更多
ICUI
多$35.3M
$638.0K
两年增速更快
ICUI
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $540.7M |
| 净利润 | $6.1M | $-15.7M |
| 毛利率 | 15.2% | 37.5% |
| 营业利润率 | 3.1% | 1.0% |
| 净利率 | 1.5% | -2.9% |
| 营收同比 | -12.8% | -14.1% |
| 净利润同比 | -78.0% | 34.0% |
| 每股收益（稀释后） | $0.42 | $-0.63 |
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AMWDICUI
| Q4 25 | $394.6M | $540.7M | ||
| Q3 25 | $403.0M | $537.0M | ||
| Q2 25 | $400.4M | $548.9M | ||
| Q1 25 | $397.6M | $604.7M | ||
| Q4 24 | $452.5M | $629.8M | ||
| Q3 24 | $459.1M | $589.1M | ||
| Q2 24 | $453.3M | $596.5M | ||
| Q1 24 | $422.1M | $566.7M |
净利润AMWDICUI
| Q4 25 | $6.1M | $-15.7M | ||
| Q3 25 | $14.6M | $-3.4M | ||
| Q2 25 | $25.6M | $35.3M | ||
| Q1 25 | $16.6M | $-15.5M | ||
| Q4 24 | $27.7M | $-23.8M | ||
| Q3 24 | $29.6M | $-33.0M | ||
| Q2 24 | $26.8M | $-21.4M | ||
| Q1 24 | $21.2M | $-39.5M |
毛利率AMWDICUI
| Q4 25 | 15.2% | 37.5% | ||
| Q3 25 | 16.7% | 37.4% | ||
| Q2 25 | 17.0% | 37.9% | ||
| Q1 25 | 15.0% | 34.7% | ||
| Q4 24 | 18.9% | 36.1% | ||
| Q3 24 | 20.2% | 34.8% | ||
| Q2 24 | 18.6% | 34.8% | ||
| Q1 24 | 19.2% | 32.7% |
营业利润率AMWDICUI
| Q4 25 | 3.1% | 1.0% | ||
| Q3 25 | 5.0% | 2.6% | ||
| Q2 25 | 7.4% | 1.9% | ||
| Q1 25 | 5.3% | 2.1% | ||
| Q4 24 | 9.4% | 6.0% | ||
| Q3 24 | 10.2% | 1.4% | ||
| Q2 24 | 8.4% | 1.3% | ||
| Q1 24 | 6.6% | -1.9% |
净利率AMWDICUI
| Q4 25 | 1.5% | -2.9% | ||
| Q3 25 | 3.6% | -0.6% | ||
| Q2 25 | 6.4% | 6.4% | ||
| Q1 25 | 4.2% | -2.6% | ||
| Q4 24 | 6.1% | -3.8% | ||
| Q3 24 | 6.5% | -5.6% | ||
| Q2 24 | 5.9% | -3.6% | ||
| Q1 24 | 5.0% | -7.0% |
每股收益（稀释后）AMWDICUI
| Q4 25 | $0.42 | $-0.63 | ||
| Q3 25 | $1.00 | $-0.14 | ||
| Q2 25 | $1.73 | $1.43 | ||
| Q1 25 | $1.09 | $-0.63 | ||
| Q4 24 | $1.79 | $-0.97 | ||
| Q3 24 | $1.89 | $-1.35 | ||
| Q2 24 | $1.70 | $-0.88 | ||
| Q1 24 | $1.32 | $-1.63 |
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 | $2.1B |
| 总资产 | $1.6B | $4.1B |
| 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AMWDICUI
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $308.6M | ||
| Q3 24 | $89.3M | $312.5M | ||
| Q2 24 | $87.4M | $302.6M | ||
| Q1 24 | $97.8M | $251.4M |
总债务AMWDICUI
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDICUI
| Q4 25 | $928.2M | $2.1B | ||
| Q3 25 | $920.3M | $2.1B | ||
| Q2 25 | $916.0M | $2.1B | ||
| Q1 25 | $919.6M | $2.0B | ||
| Q4 24 | $915.1M | $2.0B | ||
| Q3 24 | $913.8M | $2.0B | ||
| Q2 24 | $910.4M | $2.0B | ||
| Q1 24 | $896.9M | $2.1B |
总资产AMWDICUI
| Q4 25 | $1.6B | $4.1B | ||
| Q3 25 | $1.6B | $4.1B | ||
| Q2 25 | $1.6B | $4.1B | ||
| Q1 25 | $1.6B | $4.2B | ||
| Q4 24 | $1.6B | $4.2B | ||
| Q3 24 | $1.6B | $4.3B | ||
| Q2 24 | $1.6B | $4.3B | ||
| Q1 24 | $1.6B | $4.3B |
负债/权益比AMWDICUI
| 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× | — | ||
| Q1 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 | $60.6M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $36.0M |
| 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% | 4.6% |
| 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 | $91.8M |
8季度趋势，按日历期对齐
经营现金流AMWDICUI
| Q4 25 | $11.2M | $60.6M | ||
| Q3 25 | $33.1M | $56.7M | ||
| Q2 25 | $44.8M | $11.2M | ||
| Q1 25 | $11.0M | $51.3M | ||
| Q4 24 | $11.9M | $40.2M | ||
| Q3 24 | $40.8M | $36.1M | ||
| Q2 24 | $43.3M | $82.0M | ||
| Q1 24 | $43.7M | $45.8M |
自由现金流AMWDICUI
| Q4 25 | $638.0K | $36.0M | ||
| Q3 25 | $25.3M | $27.6M | ||
| Q2 25 | $35.8M | $-8.5M | ||
| Q1 25 | $2.3M | $36.7M | ||
| Q4 24 | $1.1M | $16.1M | ||
| Q3 24 | $29.5M | $16.2M | ||
| Q2 24 | $7.2M | $62.5M | ||
| Q1 24 | $22.1M | $29.9M |
自由现金流率AMWDICUI
| Q4 25 | 0.2% | 6.6% | ||
| Q3 25 | 6.3% | 5.1% | ||
| Q2 25 | 8.9% | -1.5% | ||
| Q1 25 | 0.6% | 6.1% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 6.4% | 2.7% | ||
| Q2 24 | 1.6% | 10.5% | ||
| Q1 24 | 5.2% | 5.3% |
资本支出强度AMWDICUI
| Q4 25 | 2.7% | 4.6% | ||
| Q3 25 | 1.9% | 5.4% | ||
| Q2 25 | 2.2% | 3.6% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 2.4% | 3.8% | ||
| Q3 24 | 2.5% | 3.4% | ||
| Q2 24 | 8.0% | 3.3% | ||
| Q1 24 | 5.1% | 2.8% |
现金转化率AMWDICUI
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 0.32× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | — |
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% |
ICUI
| Infusion Consumables | $284.7M | 53% |
| Infusion Systems | $176.3M | 33% |
| Vital Care | $79.7M | 15% |
