vs
AMERICAN WOODMARK CORP（AMWD）与铱星通信（IRDM）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是铱星通信的1.8倍（$394.6M vs $219.1M），铱星通信净利率更高（9.9% vs 1.5%，领先8.3%），铱星通信同比增速更快（1.9% vs -12.8%），过去两年铱星通信的营收复合增速更高（4.4% 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。
铱星通信是一家总部位于美国弗吉尼亚州麦克莱恩的上市企业，运营着由80颗卫星组成的铱星星座，其中66颗为工作星，14颗为在轨备用星。其卫星网络支持手持卫星电话、卫星通信终端及集成收发设备实现全球范围的语音和数据传输，还可提供双向卫星消息服务，满足全球各场景的通信需求。
AMWD vs IRDM — 直观对比
营收规模更大
AMWD
是对方的1.8倍
$219.1M
营收增速更快
IRDM
高出14.7%
-12.8%
净利率更高
IRDM
高出8.3%
1.5%
两年增速更快
IRDM
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $219.1M |
| 净利润 | $6.1M | $21.6M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 23.2% |
| 净利率 | 1.5% | 9.9% |
| 营收同比 | -12.8% | 1.9% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | — |
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AMWDIRDM
| Q1 26 | — | $219.1M | ||
| Q4 25 | $394.6M | $212.9M | ||
| Q3 25 | $403.0M | $226.9M | ||
| Q2 25 | $400.4M | $216.9M | ||
| Q1 25 | $397.6M | $214.9M | ||
| Q4 24 | $452.5M | $213.0M | ||
| Q3 24 | $459.1M | $212.8M | ||
| Q2 24 | $453.3M | $201.1M |
净利润AMWDIRDM
| Q1 26 | — | $21.6M | ||
| Q4 25 | $6.1M | $24.9M | ||
| Q3 25 | $14.6M | $37.1M | ||
| Q2 25 | $25.6M | $22.0M | ||
| Q1 25 | $16.6M | $30.4M | ||
| Q4 24 | $27.7M | $36.3M | ||
| Q3 24 | $29.6M | $24.4M | ||
| Q2 24 | $26.8M | $32.3M |
毛利率AMWDIRDM
| 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AMWDIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 3.1% | 25.9% | ||
| Q3 25 | 5.0% | 30.9% | ||
| Q2 25 | 7.4% | 23.2% | ||
| Q1 25 | 5.3% | 28.1% | ||
| Q4 24 | 9.4% | 24.5% | ||
| Q3 24 | 10.2% | 25.8% | ||
| Q2 24 | 8.4% | 21.7% |
净利率AMWDIRDM
| Q1 26 | — | 9.9% | ||
| Q4 25 | 1.5% | 11.7% | ||
| Q3 25 | 3.6% | 16.4% | ||
| Q2 25 | 6.4% | 10.1% | ||
| Q1 25 | 4.2% | 14.2% | ||
| Q4 24 | 6.1% | 17.1% | ||
| Q3 24 | 6.5% | 11.5% | ||
| Q2 24 | 5.9% | 16.1% |
每股收益（稀释后）AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | $0.42 | $0.24 | ||
| Q3 25 | $1.00 | $0.35 | ||
| Q2 25 | $1.73 | $0.20 | ||
| Q1 25 | $1.09 | $0.27 | ||
| Q4 24 | $1.79 | $0.30 | ||
| Q3 24 | $1.89 | $0.21 | ||
| Q2 24 | $1.70 | $0.27 |
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AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | $52.1M | $96.5M | ||
| Q3 25 | $54.9M | $88.5M | ||
| Q2 25 | $48.2M | $79.3M | ||
| Q1 25 | $43.5M | $50.9M | ||
| Q4 24 | $56.7M | $93.5M | ||
| Q3 24 | $89.3M | $159.6M | ||
| Q2 24 | $87.4M | $63.5M |
总债务AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | $1.8B | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $1.8B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — |
股东权益AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | $928.2M | $462.6M | ||
| Q3 25 | $920.3M | $450.5M | ||
| Q2 25 | $916.0M | $473.6M | ||
| Q1 25 | $919.6M | $518.4M | ||
| Q4 24 | $915.1M | $576.6M | ||
| Q3 24 | $913.8M | $663.8M | ||
| Q2 24 | $910.4M | $786.7M |
总资产AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.6B | ||
| Q2 25 | $1.6B | $2.6B | ||
| Q1 25 | $1.6B | $2.6B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.6B | $2.7B |
负债/权益比AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 3.80× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 3.05× | ||
| 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 | — |
| 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% | 13.7% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $108.6M | ||
| Q3 25 | $33.1M | $100.8M | ||
| Q2 25 | $44.8M | $129.6M | ||
| Q1 25 | $11.0M | $61.1M | ||
| Q4 24 | $11.9M | $104.8M | ||
| Q3 24 | $40.8M | $118.6M | ||
| Q2 24 | $43.3M | $81.1M |
自由现金流AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $75.1M | ||
| Q3 25 | $25.3M | $79.2M | ||
| Q2 25 | $35.8M | $108.9M | ||
| Q1 25 | $2.3M | $36.5M | ||
| Q4 24 | $1.1M | $80.5M | ||
| Q3 24 | $29.5M | $100.0M | ||
| Q2 24 | $7.2M | $68.7M |
自由现金流率AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 35.3% | ||
| Q3 25 | 6.3% | 34.9% | ||
| Q2 25 | 8.9% | 50.2% | ||
| Q1 25 | 0.6% | 17.0% | ||
| Q4 24 | 0.2% | 37.8% | ||
| Q3 24 | 6.4% | 47.0% | ||
| Q2 24 | 1.6% | 34.2% |
资本支出强度AMWDIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.7% | 15.7% | ||
| Q3 25 | 1.9% | 9.5% | ||
| Q2 25 | 2.2% | 9.5% | ||
| Q1 25 | 2.2% | 11.4% | ||
| Q4 24 | 2.4% | 11.4% | ||
| Q3 24 | 2.5% | 8.7% | ||
| Q2 24 | 8.0% | 6.2% |
现金转化率AMWDIRDM
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 4.37× | ||
| Q3 25 | 2.27× | 2.71× | ||
| Q2 25 | 1.75× | 5.90× | ||
| Q1 25 | 0.66× | 2.01× | ||
| Q4 24 | 0.43× | 2.88× | ||
| Q3 24 | 1.38× | 4.85× | ||
| Q2 24 | 1.62× | 2.51× |
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% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
