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AMERICAN WOODMARK CORP（AMWD）与Kodiak Gas Services, Inc.（KGS）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Kodiak Gas Services, Inc.的1.2倍（$394.6M vs $332.9M），Kodiak Gas Services, Inc.净利率更高（7.4% vs 1.5%，领先5.9%），Kodiak Gas Services, Inc.同比增速更快（7.5% vs -12.8%），Kodiak Gas Services, Inc.自由现金流更多（$142.0M vs $638.0K），过去两年Kodiak Gas Services, Inc.的营收复合增速更高（24.3% 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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商，主要服务油气行业上下游客户，提供定制化压缩设备、运维及运营支持，帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
AMWD vs KGS — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$332.9M
营收增速更快
KGS
高出20.3%
-12.8%
净利率更高
KGS
高出5.9%
1.5%
自由现金流更多
KGS
多$141.4M
$638.0K
两年增速更快
KGS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $332.9M |
| 净利润 | $6.1M | $24.6M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 26.1% |
| 净利率 | 1.5% | 7.4% |
| 营收同比 | -12.8% | 7.5% |
| 净利润同比 | -78.0% | 29.0% |
| 每股收益（稀释后） | $0.42 | $0.30 |
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AMWDKGS
| Q4 25 | $394.6M | $332.9M | ||
| Q3 25 | $403.0M | $322.7M | ||
| Q2 25 | $400.4M | $322.8M | ||
| Q1 25 | $397.6M | $329.6M | ||
| Q4 24 | $452.5M | $309.5M | ||
| Q3 24 | $459.1M | $324.6M | ||
| Q2 24 | $453.3M | $309.7M | ||
| Q1 24 | $422.1M | $215.5M |
净利润AMWDKGS
| Q4 25 | $6.1M | $24.6M | ||
| Q3 25 | $14.6M | $-14.0M | ||
| Q2 25 | $25.6M | $39.5M | ||
| Q1 25 | $16.6M | $30.4M | ||
| Q4 24 | $27.7M | $19.1M | ||
| Q3 24 | $29.6M | $-5.6M | ||
| Q2 24 | $26.8M | $6.2M | ||
| Q1 24 | $21.2M | $30.2M |
毛利率AMWDKGS
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | 37.5% | ||
| Q2 24 | 18.6% | 36.5% | ||
| Q1 24 | 19.2% | 39.4% |
营业利润率AMWDKGS
| Q4 25 | 3.1% | 26.1% | ||
| Q3 25 | 5.0% | 19.9% | ||
| Q2 25 | 7.4% | 30.9% | ||
| Q1 25 | 5.3% | 27.1% | ||
| Q4 24 | 9.4% | 22.3% | ||
| Q3 24 | 10.2% | 20.4% | ||
| Q2 24 | 8.4% | 17.5% | ||
| Q1 24 | 6.6% | 27.9% |
净利率AMWDKGS
| Q4 25 | 1.5% | 7.4% | ||
| Q3 25 | 3.6% | -4.3% | ||
| Q2 25 | 6.4% | 12.2% | ||
| Q1 25 | 4.2% | 9.2% | ||
| Q4 24 | 6.1% | 6.2% | ||
| Q3 24 | 6.5% | -1.7% | ||
| Q2 24 | 5.9% | 2.0% | ||
| Q1 24 | 5.0% | 14.0% |
每股收益（稀释后）AMWDKGS
| Q4 25 | $0.42 | $0.30 | ||
| Q3 25 | $1.00 | $-0.17 | ||
| Q2 25 | $1.73 | $0.43 | ||
| Q1 25 | $1.09 | $0.33 | ||
| Q4 24 | $1.79 | $0.18 | ||
| Q3 24 | $1.89 | $-0.07 | ||
| Q2 24 | $1.70 | $0.06 | ||
| Q1 24 | $1.32 | $0.39 |
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 | $3.2M |
| 总债务越低越好 | $363.3M | $2.6B |
| 股东权益账面价值 | $928.2M | $1.2B |
| 总资产 | $1.6B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.39× | 2.12× |
8季度趋势，按日历期对齐
现金及短期投资AMWDKGS
| Q4 25 | $52.1M | $3.2M | ||
| Q3 25 | $54.9M | $724.0K | ||
| Q2 25 | $48.2M | $5.4M | ||
| Q1 25 | $43.5M | $1.9M | ||
| Q4 24 | $56.7M | $4.8M | ||
| Q3 24 | $89.3M | $7.4M | ||
| Q2 24 | $87.4M | $3.9M | ||
| Q1 24 | $97.8M | $9.3M |
总债务AMWDKGS
| Q4 25 | $363.3M | $2.6B | ||
| Q3 25 | $364.8M | $2.6B | ||
| Q2 25 | $365.8M | $2.5B | ||
| Q1 25 | $367.3M | $2.6B | ||
| Q4 24 | $368.0M | $2.6B | ||
| Q3 24 | $372.2M | $2.6B | ||
| Q2 24 | $371.8M | $2.5B | ||
| Q1 24 | $371.3M | — |
股东权益AMWDKGS
| Q4 25 | $928.2M | $1.2B | ||
| Q3 25 | $920.3M | $1.3B | ||
| Q2 25 | $916.0M | $1.3B | ||
| Q1 25 | $919.6M | $1.4B | ||
| Q4 24 | $915.1M | $1.4B | ||
| Q3 24 | $913.8M | $1.4B | ||
| Q2 24 | $910.4M | $1.5B | ||
| Q1 24 | $896.9M | $1.1B |
总资产AMWDKGS
| Q4 25 | $1.6B | $4.3B | ||
| Q3 25 | $1.6B | $4.4B | ||
| Q2 25 | $1.6B | $4.4B | ||
| Q1 25 | $1.6B | $4.4B | ||
| Q4 24 | $1.6B | $4.4B | ||
| Q3 24 | $1.6B | $4.5B | ||
| Q2 24 | $1.6B | $4.4B | ||
| Q1 24 | $1.6B | $3.3B |
负债/权益比AMWDKGS
| Q4 25 | 0.39× | 2.12× | ||
| Q3 25 | 0.40× | 2.08× | ||
| Q2 25 | 0.40× | 1.89× | ||
| Q1 25 | 0.40× | 1.91× | ||
| Q4 24 | 0.40× | 1.88× | ||
| Q3 24 | 0.41× | 1.86× | ||
| Q2 24 | 0.41× | 1.71× | ||
| 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 | $194.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $142.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 42.7% |
| 资本支出强度资本支出/营收 | 2.7% | 15.9% |
| 现金转化率经营现金流/净利润 | 1.83× | 7.91× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $284.3M |
8季度趋势，按日历期对齐
经营现金流AMWDKGS
| Q4 25 | $11.2M | $194.9M | ||
| Q3 25 | $33.1M | $113.4M | ||
| Q2 25 | $44.8M | $177.2M | ||
| Q1 25 | $11.0M | $114.3M | ||
| Q4 24 | $11.9M | $118.5M | ||
| Q3 24 | $40.8M | $36.9M | ||
| Q2 24 | $43.3M | $121.1M | ||
| Q1 24 | $43.7M | $51.5M |
自由现金流AMWDKGS
| Q4 25 | $638.0K | $142.0M | ||
| Q3 25 | $25.3M | $10.9M | ||
| Q2 25 | $35.8M | $94.6M | ||
| Q1 25 | $2.3M | $36.8M | ||
| Q4 24 | $1.1M | $45.2M | ||
| Q3 24 | $29.5M | $-49.7M | ||
| Q2 24 | $7.2M | $4.0M | ||
| Q1 24 | $22.1M | $-8.6M |
自由现金流率AMWDKGS
| Q4 25 | 0.2% | 42.7% | ||
| Q3 25 | 6.3% | 3.4% | ||
| Q2 25 | 8.9% | 29.3% | ||
| Q1 25 | 0.6% | 11.2% | ||
| Q4 24 | 0.2% | 14.6% | ||
| Q3 24 | 6.4% | -15.3% | ||
| Q2 24 | 1.6% | 1.3% | ||
| Q1 24 | 5.2% | -4.0% |
资本支出强度AMWDKGS
| Q4 25 | 2.7% | 15.9% | ||
| Q3 25 | 1.9% | 31.7% | ||
| Q2 25 | 2.2% | 25.6% | ||
| Q1 25 | 2.2% | 23.5% | ||
| Q4 24 | 2.4% | 23.7% | ||
| Q3 24 | 2.5% | 26.7% | ||
| Q2 24 | 8.0% | 37.8% | ||
| Q1 24 | 5.1% | 27.9% |
现金转化率AMWDKGS
| Q4 25 | 1.83× | 7.91× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 4.49× | ||
| Q1 25 | 0.66× | 3.76× | ||
| Q4 24 | 0.43× | 6.21× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | 19.44× | ||
| Q1 24 | 2.06× | 1.70× |
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% |
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
