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AMERICAN WOODMARK CORP(AMWD)与JELD-WEN Holding, Inc.(JELD)财务数据对比。点击上方公司名可切换其他公司
JELD-WEN Holding, Inc.的季度营收约是AMERICAN WOODMARK CORP的2.0倍($802.0M vs $394.6M)。AMERICAN WOODMARK CORP净利率更高(1.5% vs -5.2%,领先6.8%)。JELD-WEN Holding, Inc.同比增速更快(-10.5% vs -12.8%)。JELD-WEN Holding, Inc.自由现金流更多($3.4M vs $638.0K)。过去两年AMERICAN WOODMARK CORP的营收复合增速更高(-3.3% vs -8.6%)
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。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业,在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件,产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
AMWD vs JELD — 直观对比
营收规模更大
JELD
是对方的2.0倍
$394.6M
营收增速更快
JELD
高出2.3%
-12.8%
净利率更高
AMWD
高出6.8%
-5.2%
自由现金流更多
JELD
多$2.8M
$638.0K
两年增速更快
AMWD
近两年复合增速
-8.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $394.6M | $802.0M |
| 净利润 | $6.1M | $-41.9M |
| 毛利率 | 15.2% | 14.7% |
| 营业利润率 | 3.1% | -1.8% |
| 净利率 | 1.5% | -5.2% |
| 营收同比 | -12.8% | -10.5% |
| 净利润同比 | -78.0% | 38.7% |
| 每股收益(稀释后) | $0.42 | $-0.50 |
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
AMWD
JELD
| Q4 25 | $394.6M | $802.0M | ||
| Q3 25 | $403.0M | $809.5M | ||
| Q2 25 | $400.4M | $823.7M | ||
| Q1 25 | $397.6M | $776.0M | ||
| Q4 24 | $452.5M | $895.7M | ||
| Q3 24 | $459.1M | $934.7M | ||
| Q2 24 | $453.3M | $986.0M | ||
| Q1 24 | $422.1M | $959.1M |
净利润
AMWD
JELD
| Q4 25 | $6.1M | $-41.9M | ||
| Q3 25 | $14.6M | $-367.6M | ||
| Q2 25 | $25.6M | $-21.5M | ||
| Q1 25 | $16.6M | $-190.1M | ||
| Q4 24 | $27.7M | $-68.4M | ||
| Q3 24 | $29.6M | $-74.4M | ||
| Q2 24 | $26.8M | $-18.5M | ||
| Q1 24 | $21.2M | $-27.7M |
毛利率
AMWD
JELD
| Q4 25 | 15.2% | 14.7% | ||
| Q3 25 | 16.7% | 17.4% | ||
| Q2 25 | 17.0% | 17.4% | ||
| Q1 25 | 15.0% | 14.4% | ||
| Q4 24 | 18.9% | 16.4% | ||
| Q3 24 | 20.2% | 19.2% | ||
| Q2 24 | 18.6% | 19.3% | ||
| Q1 24 | 19.2% | 18.0% |
营业利润率
AMWD
JELD
| Q4 25 | 3.1% | -1.8% | ||
| Q3 25 | 5.0% | -25.0% | ||
| Q2 25 | 7.4% | -1.7% | ||
| Q1 25 | 5.3% | -23.8% | ||
| Q4 24 | 9.4% | -5.7% | ||
| Q3 24 | 10.2% | -5.6% | ||
| Q2 24 | 8.4% | 0.5% | ||
| Q1 24 | 6.6% | -2.9% |
净利率
AMWD
JELD
| Q4 25 | 1.5% | -5.2% | ||
| Q3 25 | 3.6% | -45.4% | ||
| Q2 25 | 6.4% | -2.6% | ||
| Q1 25 | 4.2% | -24.5% | ||
| Q4 24 | 6.1% | -7.6% | ||
| Q3 24 | 6.5% | -8.0% | ||
| Q2 24 | 5.9% | -1.9% | ||
| Q1 24 | 5.0% | -2.9% |
每股收益(稀释后)
AMWD
JELD
| Q4 25 | $0.42 | $-0.50 | ||
| Q3 25 | $1.00 | $-4.30 | ||
| Q2 25 | $1.73 | $-0.25 | ||
| Q1 25 | $1.09 | $-2.24 | ||
| Q4 24 | $1.79 | $-0.80 | ||
| Q3 24 | $1.89 | $-0.88 | ||
| Q2 24 | $1.70 | $-0.22 | ||
| Q1 24 | $1.32 | $-0.32 |
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 | $136.1M |
| 总债务越低越好 | $363.3M | $1.1B |
| 股东权益账面价值 | $928.2M | $92.2M |
| 总资产 | $1.6B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.39× | 12.47× |
8季度趋势,按日历期对齐
现金及短期投资
AMWD
JELD
| Q4 25 | $52.1M | $136.1M | ||
| Q3 25 | $54.9M | $106.7M | ||
| Q2 25 | $48.2M | $134.1M | ||
| Q1 25 | $43.5M | $132.5M | ||
| Q4 24 | $56.7M | $150.3M | ||
| Q3 24 | $89.3M | $208.5M | ||
| Q2 24 | $87.4M | $212.8M | ||
| Q1 24 | $97.8M | $234.5M |
总债务
AMWD
JELD
| Q4 25 | $363.3M | $1.1B | ||
| Q3 25 | $364.8M | $1.2B | ||
| Q2 25 | $365.8M | $1.2B | ||
| Q1 25 | $367.3M | $1.2B | ||
| Q4 24 | $368.0M | $1.2B | ||
| Q3 24 | $372.2M | $1.2B | ||
| Q2 24 | $371.8M | $1.2B | ||
| Q1 24 | $371.3M | $1.2B |
股东权益
AMWD
JELD
| Q4 25 | $928.2M | $92.2M | ||
| Q3 25 | $920.3M | $113.9M | ||
| Q2 25 | $916.0M | $477.1M | ||
| Q1 25 | $919.6M | $452.1M | ||
| Q4 24 | $915.1M | $620.1M | ||
| Q3 24 | $913.8M | $720.3M | ||
| Q2 24 | $910.4M | $770.0M | ||
| Q1 24 | $896.9M | $811.5M |
总资产
AMWD
JELD
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.6B | $2.6B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | $1.6B | $2.9B |
负债/权益比
AMWD
JELD
| Q4 25 | 0.39× | 12.47× | ||
| Q3 25 | 0.40× | 10.14× | ||
| Q2 25 | 0.40× | 2.42× | ||
| Q1 25 | 0.40× | 2.56× | ||
| Q4 24 | 0.40× | 1.86× | ||
| Q3 24 | 0.41× | 1.64× | ||
| Q2 24 | 0.41× | 1.53× | ||
| Q1 24 | 0.41× | 1.46× |
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 | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $3.4M |
| 自由现金流率自由现金流/营收 | 0.2% | 0.4% |
| 资本支出强度资本支出/营收 | 2.7% | 3.7% |
| 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 | $-124.6M |
8季度趋势,按日历期对齐
经营现金流
AMWD
JELD
| Q4 25 | $11.2M | $32.8M | ||
| Q3 25 | $33.1M | $11.2M | ||
| Q2 25 | $44.8M | $34.6M | ||
| Q1 25 | $11.0M | $-83.5M | ||
| Q4 24 | $11.9M | $28.2M | ||
| Q3 24 | $40.8M | $37.6M | ||
| Q2 24 | $43.3M | $51.4M | ||
| Q1 24 | $43.7M | $-11.0M |
自由现金流
AMWD
JELD
| Q4 25 | $638.0K | $3.4M | ||
| Q3 25 | $25.3M | $-13.1M | ||
| Q2 25 | $35.8M | $5.3M | ||
| Q1 25 | $2.3M | $-120.3M | ||
| Q4 24 | $1.1M | $-23.9M | ||
| Q3 24 | $29.5M | $-4.3M | ||
| Q2 24 | $7.2M | $14.7M | ||
| Q1 24 | $22.1M | $-42.2M |
自由现金流率
AMWD
JELD
| Q4 25 | 0.2% | 0.4% | ||
| Q3 25 | 6.3% | -1.6% | ||
| Q2 25 | 8.9% | 0.6% | ||
| Q1 25 | 0.6% | -15.5% | ||
| Q4 24 | 0.2% | -2.7% | ||
| Q3 24 | 6.4% | -0.5% | ||
| Q2 24 | 1.6% | 1.5% | ||
| Q1 24 | 5.2% | -4.4% |
资本支出强度
AMWD
JELD
| Q4 25 | 2.7% | 3.7% | ||
| Q3 25 | 1.9% | 3.0% | ||
| Q2 25 | 2.2% | 3.6% | ||
| Q1 25 | 2.2% | 4.7% | ||
| Q4 24 | 2.4% | 5.8% | ||
| Q3 24 | 2.5% | 4.5% | ||
| Q2 24 | 8.0% | 3.7% | ||
| Q1 24 | 5.1% | 3.3% |
现金转化率
AMWD
JELD
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| 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% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |