vs
AMERICAN WOODMARK CORP（AMWD）与null（JACK）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null的1.1倍（$394.6M vs $349.5M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -0.7%，领先2.2%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -25.5%），null自由现金流更多（$7.3M vs $638.0K），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -18.6%）
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。
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
AMWD vs JACK — 直观对比
营收规模更大
AMWD
是对方的1.1倍
$349.5M
营收增速更快
AMWD
高出12.8%
-25.5%
净利率更高
AMWD
高出2.2%
-0.7%
自由现金流更多
JACK
多$6.7M
$638.0K
两年增速更快
AMWD
近两年复合增速
-18.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $349.5M |
| 净利润 | $6.1M | $-2.5M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 13.3% |
| 净利率 | 1.5% | -0.7% |
| 营收同比 | -12.8% | -25.5% |
| 净利润同比 | -78.0% | -107.3% |
| 每股收益（稀释后） | $0.42 | $-0.13 |
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AMWDJACK
| Q1 26 | — | $349.5M | ||
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | — | ||
| Q2 25 | $400.4M | $336.7M | ||
| Q1 25 | $397.6M | $371.1M | ||
| Q4 24 | $452.5M | — | ||
| Q3 24 | $459.1M | — | ||
| Q2 24 | $453.3M | $365.3M |
净利润AMWDJACK
| Q1 26 | — | $-2.5M | ||
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | — | ||
| Q2 25 | $25.6M | $-142.2M | ||
| Q1 25 | $16.6M | $33.7M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | — | ||
| Q2 24 | $26.8M | $25.0M |
毛利率AMWDJACK
| 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AMWDJACK
| Q1 26 | — | 13.3% | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 7.4% | -46.7% | ||
| Q1 25 | 5.3% | 19.0% | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 8.4% | 14.8% |
净利率AMWDJACK
| Q1 26 | — | -0.7% | ||
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 6.4% | -42.2% | ||
| Q1 25 | 4.2% | 9.1% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 5.9% | 6.8% |
每股收益（稀释后）AMWDJACK
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | $-7.47 | ||
| Q1 25 | $1.09 | $1.75 | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | — | ||
| Q2 24 | $1.70 | $1.26 |
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 | $1.6B |
| 股东权益账面价值 | $928.2M | $-936.0M |
| 总资产 | $1.6B | $2.0B |
| 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AMWDJACK
| Q1 26 | — | — | ||
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — |
总债务AMWDJACK
| Q1 26 | — | $1.6B | ||
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | $1.7B | ||
| Q1 25 | $367.3M | $1.7B | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | $1.7B |
股东权益AMWDJACK
| Q1 26 | — | $-936.0M | ||
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | $-976.2M | ||
| Q1 25 | $919.6M | $-827.1M | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | — | ||
| Q2 24 | $910.4M | $-702.6M |
总资产AMWDJACK
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | $2.6B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | $2.9B |
负债/权益比AMWDJACK
| 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 | $30.5M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $7.3M |
| 自由现金流率自由现金流/营收 | 0.2% | 2.1% |
| 资本支出强度资本支出/营收 | 2.7% | 6.6% |
| 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 | $34.8M |
8季度趋势，按日历期对齐
经营现金流AMWDJACK
| Q1 26 | — | $30.5M | ||
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | — | ||
| Q2 25 | $44.8M | $-36.8M | ||
| Q1 25 | $11.0M | $105.7M | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | — | ||
| Q2 24 | $43.3M | $16.7M |
自由现金流AMWDJACK
| Q1 26 | — | $7.3M | ||
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | $-63.2M | ||
| Q1 25 | $2.3M | $84.4M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | $6.4M |
自由现金流率AMWDJACK
| Q1 26 | — | 2.1% | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | -18.8% | ||
| Q1 25 | 0.6% | 22.7% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | 1.8% |
资本支出强度AMWDJACK
| Q1 26 | — | 6.6% | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | 7.9% | ||
| Q1 25 | 2.2% | 5.7% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | 2.8% |
现金转化率AMWDJACK
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | 3.14× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | 0.67× |
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% |
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
