vs
AMERICAN WOODMARK CORP（AMWD）与IDACORP INC（IDA）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IDACORP INC的1.1倍（$394.6M vs $360.1M），IDACORP INC净利率更高（12.1% vs 1.5%，领先10.6%），IDACORP INC同比增速更快（-4.2% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-216.2M），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -7.2%）
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。
IDACORP Inc是注册于美国爱达荷州、总部设在博伊西的电力控股企业，成立于1998年10月1日，旗下拥有爱达荷电力公司、IDACORP金融公司及Ida-West能源公司，业务覆盖电力供应、能源服务及相关配套金融服务领域。
AMWD vs IDA — 直观对比
营收规模更大
AMWD
是对方的1.1倍
$360.1M
营收增速更快
IDA
高出8.6%
-12.8%
净利率更高
IDA
高出10.6%
1.5%
自由现金流更多
AMWD
多$216.8M
$-216.2M
两年增速更快
AMWD
近两年复合增速
-7.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $360.1M |
| 净利润 | $6.1M | $43.6M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 14.9% |
| 净利率 | 1.5% | 12.1% |
| 营收同比 | -12.8% | -4.2% |
| 净利润同比 | -78.0% | 15.1% |
| 每股收益（稀释后） | $0.42 | $0.78 |
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AMWDIDA
| Q4 25 | $394.6M | $360.1M | ||
| Q3 25 | $403.0M | $526.4M | ||
| Q2 25 | $400.4M | $449.3M | ||
| Q1 25 | $397.6M | $411.1M | ||
| Q4 24 | $452.5M | $375.9M | ||
| Q3 24 | $459.1M | $532.5M | ||
| Q2 24 | $453.3M | $442.6M | ||
| Q1 24 | $422.1M | $417.9M |
净利润AMWDIDA
| Q4 25 | $6.1M | $43.6M | ||
| Q3 25 | $14.6M | $124.4M | ||
| Q2 25 | $25.6M | $95.8M | ||
| Q1 25 | $16.6M | $59.6M | ||
| Q4 24 | $27.7M | $37.9M | ||
| Q3 24 | $29.6M | $113.6M | ||
| Q2 24 | $26.8M | $89.5M | ||
| Q1 24 | $21.2M | $48.2M |
毛利率AMWDIDA
| 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AMWDIDA
| Q4 25 | 3.1% | 14.9% | ||
| Q3 25 | 5.0% | 27.5% | ||
| Q2 25 | 7.4% | 22.4% | ||
| Q1 25 | 5.3% | 13.4% | ||
| Q4 24 | 9.4% | 11.0% | ||
| Q3 24 | 10.2% | 25.1% | ||
| Q2 24 | 8.4% | 23.3% | ||
| Q1 24 | 6.6% | 11.9% |
净利率AMWDIDA
| Q4 25 | 1.5% | 12.1% | ||
| Q3 25 | 3.6% | 23.6% | ||
| Q2 25 | 6.4% | 21.3% | ||
| Q1 25 | 4.2% | 14.5% | ||
| Q4 24 | 6.1% | 10.1% | ||
| Q3 24 | 6.5% | 21.3% | ||
| Q2 24 | 5.9% | 20.2% | ||
| Q1 24 | 5.0% | 11.5% |
每股收益（稀释后）AMWDIDA
| Q4 25 | $0.42 | $0.78 | ||
| Q3 25 | $1.00 | $2.26 | ||
| Q2 25 | $1.73 | $1.76 | ||
| Q1 25 | $1.09 | $1.10 | ||
| Q4 24 | $1.79 | $0.72 | ||
| Q3 24 | $1.89 | $2.12 | ||
| Q2 24 | $1.70 | $1.71 | ||
| Q1 24 | $1.32 | $0.95 |
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 | $215.7M |
| 总债务越低越好 | $363.3M | $3.3B |
| 股东权益账面价值 | $928.2M | $3.6B |
| 总资产 | $1.6B | $10.2B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.93× |
8季度趋势，按日历期对齐
现金及短期投资AMWDIDA
| Q4 25 | $52.1M | $215.7M | ||
| Q3 25 | $54.9M | $333.2M | ||
| Q2 25 | $48.2M | $474.5M | ||
| Q1 25 | $43.5M | $634.5M | ||
| Q4 24 | $56.7M | $368.9M | ||
| Q3 24 | $89.3M | $427.9M | ||
| Q2 24 | $87.4M | $169.6M | ||
| Q1 24 | $97.8M | $157.6M |
总债务AMWDIDA
| Q4 25 | $363.3M | $3.3B | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $3.1B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDIDA
| Q4 25 | $928.2M | $3.6B | ||
| Q3 25 | $920.3M | $3.5B | ||
| Q2 25 | $916.0M | $3.4B | ||
| Q1 25 | $919.6M | $3.3B | ||
| Q4 24 | $915.1M | $3.3B | ||
| Q3 24 | $913.8M | $3.3B | ||
| Q2 24 | $910.4M | $3.2B | ||
| Q1 24 | $896.9M | $2.9B |
总资产AMWDIDA
| Q4 25 | $1.6B | $10.2B | ||
| Q3 25 | $1.6B | $10.1B | ||
| Q2 25 | $1.6B | $9.9B | ||
| Q1 25 | $1.6B | $9.6B | ||
| Q4 24 | $1.6B | $9.2B | ||
| Q3 24 | $1.6B | $9.1B | ||
| Q2 24 | $1.6B | $8.7B | ||
| Q1 24 | $1.6B | $8.3B |
负债/权益比AMWDIDA
| Q4 25 | 0.39× | 0.93× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 0.92× | ||
| 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 | $137.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-216.2M |
| 自由现金流率自由现金流/营收 | 0.2% | -60.0% |
| 资本支出强度资本支出/营收 | 2.7% | 98.3% |
| 现金转化率经营现金流/净利润 | 1.83× | 3.16× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-577.5M |
8季度趋势，按日历期对齐
经营现金流AMWDIDA
| Q4 25 | $11.2M | $137.8M | ||
| Q3 25 | $33.1M | $162.8M | ||
| Q2 25 | $44.8M | $176.9M | ||
| Q1 25 | $11.0M | $124.3M | ||
| Q4 24 | $11.9M | $136.4M | ||
| Q3 24 | $40.8M | $201.9M | ||
| Q2 24 | $43.3M | $146.4M | ||
| Q1 24 | $43.7M | $109.7M |
自由现金流AMWDIDA
| Q4 25 | $638.0K | $-216.2M | ||
| Q3 25 | $25.3M | $-127.9M | ||
| Q2 25 | $35.8M | $-156.4M | ||
| Q1 25 | $2.3M | $-77.0M | ||
| Q4 24 | $1.1M | $-48.9M | ||
| Q3 24 | $29.5M | $-16.1M | ||
| Q2 24 | $7.2M | $-199.6M | ||
| Q1 24 | $22.1M | $-150.3M |
自由现金流率AMWDIDA
| Q4 25 | 0.2% | -60.0% | ||
| Q3 25 | 6.3% | -24.3% | ||
| Q2 25 | 8.9% | -34.8% | ||
| Q1 25 | 0.6% | -18.7% | ||
| Q4 24 | 0.2% | -13.0% | ||
| Q3 24 | 6.4% | -3.0% | ||
| Q2 24 | 1.6% | -45.1% | ||
| Q1 24 | 5.2% | -36.0% |
资本支出强度AMWDIDA
| Q4 25 | 2.7% | 98.3% | ||
| Q3 25 | 1.9% | 55.2% | ||
| Q2 25 | 2.2% | 74.2% | ||
| Q1 25 | 2.2% | 49.0% | ||
| Q4 24 | 2.4% | 49.3% | ||
| Q3 24 | 2.5% | 41.0% | ||
| Q2 24 | 8.0% | 78.2% | ||
| Q1 24 | 5.1% | 62.2% |
现金转化率AMWDIDA
| Q4 25 | 1.83× | 3.16× | ||
| Q3 25 | 2.27× | 1.31× | ||
| Q2 25 | 1.75× | 1.85× | ||
| Q1 25 | 0.66× | 2.08× | ||
| Q4 24 | 0.43× | 3.60× | ||
| Q3 24 | 1.38× | 1.78× | ||
| Q2 24 | 1.62× | 1.63× | ||
| Q1 24 | 2.06× | 2.28× |
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% |
IDA
| Retailrevenues | $323.0M | 90% |
| Transmissionserviceswheeling | $18.6M | 5% |
| Energyefficiencyprogramrevenues | $11.7M | 3% |
| Wholesaleenergysales | $10.5M | 3% |
| Otherrevenues | $9.5M | 3% |
