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AMERICAN WOODMARK CORP（AMWD）与Kosmos Energy Ltd.（KOS）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Kosmos Energy Ltd.的1.3倍（$394.6M vs $294.6M），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -25.9%），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
AMWD vs KOS — 直观对比
营收规模更大
AMWD
是对方的1.3倍
$294.6M
营收增速更快
AMWD
高出13.1%
-25.9%
两年增速更快
AMWD
近两年复合增速
-16.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $294.6M |
| 净利润 | $6.1M | — |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | -125.7% |
| 净利率 | 1.5% | — |
| 营收同比 | -12.8% | -25.9% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | $-0.80 |
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AMWDKOS
| Q4 25 | $394.6M | $294.6M | ||
| Q3 25 | $403.0M | $311.0M | ||
| Q2 25 | $400.4M | $392.6M | ||
| Q1 25 | $397.6M | $290.1M | ||
| Q4 24 | $452.5M | $397.6M | ||
| Q3 24 | $459.1M | $407.8M | ||
| Q2 24 | $453.3M | $447.8M | ||
| Q1 24 | $422.1M | $422.3M |
净利润AMWDKOS
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $-124.3M | ||
| Q2 25 | $25.6M | $-87.7M | ||
| Q1 25 | $16.6M | $-110.6M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $45.0M | ||
| Q2 24 | $26.8M | $59.8M | ||
| Q1 24 | $21.2M | $91.7M |
毛利率AMWDKOS
| 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% | — | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDKOS
| Q4 25 | 3.1% | -125.7% | ||
| Q3 25 | 5.0% | -34.2% | ||
| Q2 25 | 7.4% | -16.2% | ||
| Q1 25 | 5.3% | -32.4% | ||
| Q4 24 | 9.4% | -8.5% | ||
| Q3 24 | 10.2% | 26.1% | ||
| Q2 24 | 8.4% | 30.2% | ||
| Q1 24 | 6.6% | 33.6% |
净利率AMWDKOS
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | -40.0% | ||
| Q2 25 | 6.4% | -22.3% | ||
| Q1 25 | 4.2% | -38.1% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | 11.0% | ||
| Q2 24 | 5.9% | 13.3% | ||
| Q1 24 | 5.0% | 21.7% |
每股收益（稀释后）AMWDKOS
| Q4 25 | $0.42 | $-0.80 | ||
| Q3 25 | $1.00 | $-0.26 | ||
| Q2 25 | $1.73 | $-0.18 | ||
| Q1 25 | $1.09 | $-0.23 | ||
| Q4 24 | $1.79 | $0.00 | ||
| Q3 24 | $1.89 | $0.09 | ||
| Q2 24 | $1.70 | $0.12 | ||
| Q1 24 | $1.32 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | $363.3M | $3.1B |
| 股东权益账面价值 | $928.2M | $528.6M |
| 总资产 | $1.6B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.39× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资AMWDKOS
| Q4 25 | $52.1M | $91.5M | ||
| Q3 25 | $54.9M | $64.0M | ||
| Q2 25 | $48.2M | $51.7M | ||
| Q1 25 | $43.5M | $49.8M | ||
| Q4 24 | $56.7M | $85.0M | ||
| Q3 24 | $89.3M | $51.6M | ||
| Q2 24 | $87.4M | $173.8M | ||
| Q1 24 | $97.8M | $254.3M |
总债务AMWDKOS
| Q4 25 | $363.3M | $3.1B | ||
| Q3 25 | $364.8M | $3.0B | ||
| Q2 25 | $365.8M | $2.9B | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $2.7B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDKOS
| Q4 25 | $928.2M | $528.6M | ||
| Q3 25 | $920.3M | $898.8M | ||
| Q2 25 | $916.0M | $1.0B | ||
| Q1 25 | $919.6M | $1.1B | ||
| Q4 24 | $915.1M | $1.2B | ||
| Q3 24 | $913.8M | $1.2B | ||
| Q2 24 | $910.4M | $1.1B | ||
| Q1 24 | $896.9M | $1.1B |
总资产AMWDKOS
| Q4 25 | $1.6B | $4.7B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $5.2B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.6B | $5.5B | ||
| Q2 24 | $1.6B | $5.4B | ||
| Q1 24 | $1.6B | $5.4B |
负债/权益比AMWDKOS
| Q4 25 | 0.39× | 5.78× | ||
| Q3 25 | 0.40× | 3.31× | ||
| Q2 25 | 0.40× | 2.80× | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 2.29× | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.41× | — | ||
| 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 | $35.3M |
| 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% | — |
| 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AMWDKOS
| Q4 25 | $11.2M | $35.3M | ||
| Q3 25 | $33.1M | $-27.6M | ||
| Q2 25 | $44.8M | $127.2M | ||
| Q1 25 | $11.0M | $-888.0K | ||
| Q4 24 | $11.9M | $175.7M | ||
| Q3 24 | $40.8M | $6.3M | ||
| Q2 24 | $43.3M | $223.7M | ||
| Q1 24 | $43.7M | $272.6M |
自由现金流AMWDKOS
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDKOS
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDKOS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDKOS
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 0.14× | ||
| Q2 24 | 1.62× | 3.74× | ||
| Q1 24 | 2.06× | 2.97× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
