vs
AMERICAN WOODMARK CORP（AMWD）与Knife River Corp（KNF）财务数据对比。点击上方公司名可切换其他公司
Knife River Corp的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$755.1M vs $394.6M），Knife River Corp净利率更高（4.2% vs 1.5%，领先2.7%），Knife River Corp同比增速更快（14.9% vs -12.8%），Knife River Corp自由现金流更多（$138.2M vs $638.0K），过去两年Knife River Corp的营收复合增速更高（51.4% 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。
哥伦比亚河刀具工具公司（CRKT）是1994年成立的美国刀具企业，总部位于美国俄勒冈州图拉丁，主营各类刀具相关产品，目前由罗德·布雷默担任总裁兼销售主管，佩吉·布雷默担任财务主管。
AMWD vs KNF — 直观对比
营收规模更大
KNF
是对方的1.9倍
$394.6M
营收增速更快
KNF
高出27.7%
-12.8%
净利率更高
KNF
高出2.7%
1.5%
自由现金流更多
KNF
多$137.5M
$638.0K
两年增速更快
KNF
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $755.1M |
| 净利润 | $6.1M | $32.0M |
| 毛利率 | 15.2% | 19.2% |
| 营业利润率 | 3.1% | 8.6% |
| 净利率 | 1.5% | 4.2% |
| 营收同比 | -12.8% | 14.9% |
| 净利润同比 | -78.0% | 37.6% |
| 每股收益（稀释后） | $0.42 | $0.56 |
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AMWDKNF
| Q4 25 | $394.6M | $755.1M | ||
| Q3 25 | $403.0M | $1.2B | ||
| Q2 25 | $400.4M | $833.8M | ||
| Q1 25 | $397.6M | $353.5M | ||
| Q4 24 | $452.5M | $657.2M | ||
| Q3 24 | $459.1M | $1.1B | ||
| Q2 24 | $453.3M | $806.9M | ||
| Q1 24 | $422.1M | $329.6M |
净利润AMWDKNF
| Q4 25 | $6.1M | $32.0M | ||
| Q3 25 | $14.6M | $143.2M | ||
| Q2 25 | $25.6M | $50.6M | ||
| Q1 25 | $16.6M | $-68.7M | ||
| Q4 24 | $27.7M | $23.3M | ||
| Q3 24 | $29.6M | $148.1M | ||
| Q2 24 | $26.8M | $77.9M | ||
| Q1 24 | $21.2M | $-47.6M |
毛利率AMWDKNF
| Q4 25 | 15.2% | 19.2% | ||
| Q3 25 | 16.7% | 23.6% | ||
| Q2 25 | 17.0% | 18.9% | ||
| Q1 25 | 15.0% | -2.7% | ||
| Q4 24 | 18.9% | 17.4% | ||
| Q3 24 | 20.2% | 24.7% | ||
| Q2 24 | 18.6% | 21.8% | ||
| Q1 24 | 19.2% | 2.0% |
营业利润率AMWDKNF
| Q4 25 | 3.1% | 8.6% | ||
| Q3 25 | 5.0% | 17.9% | ||
| Q2 25 | 7.4% | 10.6% | ||
| Q1 25 | 5.3% | -23.4% | ||
| Q4 24 | 9.4% | 6.7% | ||
| Q3 24 | 10.2% | 18.9% | ||
| Q2 24 | 8.4% | 14.5% | ||
| Q1 24 | 6.6% | -16.3% |
净利率AMWDKNF
| Q4 25 | 1.5% | 4.2% | ||
| Q3 25 | 3.6% | 11.9% | ||
| Q2 25 | 6.4% | 6.1% | ||
| Q1 25 | 4.2% | -19.4% | ||
| Q4 24 | 6.1% | 3.5% | ||
| Q3 24 | 6.5% | 13.4% | ||
| Q2 24 | 5.9% | 9.7% | ||
| Q1 24 | 5.0% | -14.5% |
每股收益（稀释后）AMWDKNF
| Q4 25 | $0.42 | $0.56 | ||
| Q3 25 | $1.00 | $2.52 | ||
| Q2 25 | $1.73 | $0.89 | ||
| Q1 25 | $1.09 | $-1.21 | ||
| Q4 24 | $1.79 | $0.42 | ||
| Q3 24 | $1.89 | $2.60 | ||
| Q2 24 | $1.70 | $1.37 | ||
| Q1 24 | $1.32 | $-0.84 |
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 | $73.8M |
| 总债务越低越好 | $363.3M | $1.2B |
| 股东权益账面价值 | $928.2M | $1.6B |
| 总资产 | $1.6B | $3.7B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.71× |
8季度趋势，按日历期对齐
现金及短期投资AMWDKNF
| Q4 25 | $52.1M | $73.8M | ||
| Q3 25 | $54.9M | $30.7M | ||
| Q2 25 | $48.2M | $26.6M | ||
| Q1 25 | $43.5M | $86.1M | ||
| Q4 24 | $56.7M | $236.8M | ||
| Q3 24 | $89.3M | $220.4M | ||
| Q2 24 | $87.4M | $15.5M | ||
| Q1 24 | $97.8M | $128.4M |
总债务AMWDKNF
| Q4 25 | $363.3M | $1.2B | ||
| Q3 25 | $364.8M | $1.2B | ||
| Q2 25 | $365.8M | $1.4B | ||
| Q1 25 | $367.3M | $1.2B | ||
| Q4 24 | $368.0M | $677.4M | ||
| Q3 24 | $372.2M | $678.5M | ||
| Q2 24 | $371.8M | $679.5M | ||
| Q1 24 | $371.3M | $680.6M |
股东权益AMWDKNF
| Q4 25 | $928.2M | $1.6B | ||
| Q3 25 | $920.3M | $1.6B | ||
| Q2 25 | $916.0M | $1.5B | ||
| Q1 25 | $919.6M | $1.4B | ||
| Q4 24 | $915.1M | $1.5B | ||
| Q3 24 | $913.8M | $1.4B | ||
| Q2 24 | $910.4M | $1.3B | ||
| Q1 24 | $896.9M | $1.2B |
总资产AMWDKNF
| Q4 25 | $1.6B | $3.7B | ||
| Q3 25 | $1.6B | $3.7B | ||
| Q2 25 | $1.6B | $3.6B | ||
| Q1 25 | $1.6B | $3.3B | ||
| Q4 24 | $1.6B | $2.9B | ||
| Q3 24 | $1.6B | $2.9B | ||
| Q2 24 | $1.6B | $2.7B | ||
| Q1 24 | $1.6B | $2.5B |
负债/权益比AMWDKNF
| Q4 25 | 0.39× | 0.71× | ||
| Q3 25 | 0.40× | 0.74× | ||
| Q2 25 | 0.40× | 0.93× | ||
| Q1 25 | 0.40× | 0.83× | ||
| Q4 24 | 0.40× | 0.46× | ||
| Q3 24 | 0.41× | 0.47× | ||
| Q2 24 | 0.41× | 0.52× | ||
| Q1 24 | 0.41× | 0.56× |
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 | $195.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $138.2M |
| 自由现金流率自由现金流/营收 | 0.2% | 18.3% |
| 资本支出强度资本支出/营收 | 2.7% | 7.6% |
| 现金转化率经营现金流/净利润 | 1.83× | 6.12× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-69.6M |
8季度趋势，按日历期对齐
经营现金流AMWDKNF
| Q4 25 | $11.2M | $195.9M | ||
| Q3 25 | $33.1M | $250.4M | ||
| Q2 25 | $44.8M | $-42.6M | ||
| Q1 25 | $11.0M | $-125.3M | ||
| Q4 24 | $11.9M | $172.4M | ||
| Q3 24 | $40.8M | $239.7M | ||
| Q2 24 | $43.3M | $-46.6M | ||
| Q1 24 | $43.7M | $-43.2M |
自由现金流AMWDKNF
| Q4 25 | $638.0K | $138.2M | ||
| Q3 25 | $25.3M | $188.7M | ||
| Q2 25 | $35.8M | $-196.2M | ||
| Q1 25 | $2.3M | $-200.2M | ||
| Q4 24 | $1.1M | $127.2M | ||
| Q3 24 | $29.5M | $216.1M | ||
| Q2 24 | $7.2M | $-106.5M | ||
| Q1 24 | $22.1M | $-86.9M |
自由现金流率AMWDKNF
| Q4 25 | 0.2% | 18.3% | ||
| Q3 25 | 6.3% | 15.7% | ||
| Q2 25 | 8.9% | -23.5% | ||
| Q1 25 | 0.6% | -56.6% | ||
| Q4 24 | 0.2% | 19.3% | ||
| Q3 24 | 6.4% | 19.6% | ||
| Q2 24 | 1.6% | -13.2% | ||
| Q1 24 | 5.2% | -26.4% |
资本支出强度AMWDKNF
| Q4 25 | 2.7% | 7.6% | ||
| Q3 25 | 1.9% | 5.1% | ||
| Q2 25 | 2.2% | 18.4% | ||
| Q1 25 | 2.2% | 21.2% | ||
| Q4 24 | 2.4% | 6.9% | ||
| Q3 24 | 2.5% | 2.1% | ||
| Q2 24 | 8.0% | 7.4% | ||
| Q1 24 | 5.1% | 13.3% |
现金转化率AMWDKNF
| Q4 25 | 1.83× | 6.12× | ||
| Q3 25 | 2.27× | 1.75× | ||
| Q2 25 | 1.75× | -0.84× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 7.41× | ||
| Q3 24 | 1.38× | 1.62× | ||
| Q2 24 | 1.62× | -0.60× | ||
| 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% |
KNF
| Services | $347.2M | 46% |
| Ready Mix Concrete | $88.4M | 12% |
| Contracting Services Public Sector | $80.2M | 11% |
| Aggregates | $73.9M | 10% |
| Energy Services Segment | $56.2M | 7% |
| Liquid Asphalt | $49.1M | 7% |
| Other | $43.2M | 6% |
| Asphalt | $22.7M | 3% |
