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AMERICAN WOODMARK CORP（AMWD）与Lucid Group, Inc.（LCID）财务数据对比。点击上方公司名可切换其他公司
Lucid Group, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.3倍（$522.7M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -155.7%，领先157.3%），Lucid Group, Inc.同比增速更快（122.9% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-1.2B），过去两年Lucid Group, Inc.的营收复合增速更高（74.0% 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。
Lucid Group, Inc.是总部位于美国加利福尼亚州纽瓦克的汽车科技企业，专注于电动汽车制造及先进电动汽车动力系统供应。2021年9月，公司在亚利桑那州卡萨格兰德的工厂开始生产Lucid Air豪华轿车，第二款车型Lucid Gravity SUV于2024年12月投产，同时也为阿斯顿·马丁等其他车企供应和研发动力总成技术。
AMWD vs LCID — 直观对比
营收规模更大
LCID
是对方的1.3倍
$394.6M
营收增速更快
LCID
高出135.7%
-12.8%
净利率更高
AMWD
高出157.3%
-155.7%
自由现金流更多
AMWD
多$1.2B
$-1.2B
两年增速更快
LCID
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $522.7M |
| 净利润 | $6.1M | $-814.0M |
| 毛利率 | 15.2% | -80.7% |
| 营业利润率 | 3.1% | -203.7% |
| 净利率 | 1.5% | -155.7% |
| 营收同比 | -12.8% | 122.9% |
| 净利润同比 | -78.0% | -104.9% |
| 每股收益（稀释后） | $0.42 | $-8.26 |
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AMWDLCID
| Q4 25 | $394.6M | $522.7M | ||
| Q3 25 | $403.0M | $336.6M | ||
| Q2 25 | $400.4M | $259.4M | ||
| Q1 25 | $397.6M | $235.0M | ||
| Q4 24 | $452.5M | $234.5M | ||
| Q3 24 | $459.1M | $200.0M | ||
| Q2 24 | $453.3M | $200.6M | ||
| Q1 24 | $422.1M | $172.7M |
净利润AMWDLCID
| Q4 25 | $6.1M | $-814.0M | ||
| Q3 25 | $14.6M | $-978.4M | ||
| Q2 25 | $25.6M | $-539.4M | ||
| Q1 25 | $16.6M | $-366.2M | ||
| Q4 24 | $27.7M | $-397.2M | ||
| Q3 24 | $29.6M | $-992.5M | ||
| Q2 24 | $26.8M | $-643.4M | ||
| Q1 24 | $21.2M | $-680.9M |
毛利率AMWDLCID
| Q4 25 | 15.2% | -80.7% | ||
| Q3 25 | 16.7% | -99.1% | ||
| Q2 25 | 17.0% | -105.0% | ||
| Q1 25 | 15.0% | -97.2% | ||
| Q4 24 | 18.9% | -89.0% | ||
| Q3 24 | 20.2% | -106.2% | ||
| Q2 24 | 18.6% | -134.5% | ||
| Q1 24 | 19.2% | -134.3% |
营业利润率AMWDLCID
| Q4 25 | 3.1% | -203.7% | ||
| Q3 25 | 5.0% | -279.9% | ||
| Q2 25 | 7.4% | -309.5% | ||
| Q1 25 | 5.3% | -294.4% | ||
| Q4 24 | 9.4% | -312.6% | ||
| Q3 24 | 10.2% | -385.2% | ||
| Q2 24 | 8.4% | -392.6% | ||
| Q1 24 | 6.6% | -422.6% |
净利率AMWDLCID
| Q4 25 | 1.5% | -155.7% | ||
| Q3 25 | 3.6% | -290.7% | ||
| Q2 25 | 6.4% | -207.9% | ||
| Q1 25 | 4.2% | -155.8% | ||
| Q4 24 | 6.1% | -169.4% | ||
| Q3 24 | 6.5% | -496.1% | ||
| Q2 24 | 5.9% | -320.8% | ||
| Q1 24 | 5.0% | -394.2% |
每股收益（稀释后）AMWDLCID
| Q4 25 | $0.42 | $-8.26 | ||
| Q3 25 | $1.00 | $-3.31 | ||
| Q2 25 | $1.73 | $-0.28 | ||
| Q1 25 | $1.09 | $-0.24 | ||
| Q4 24 | $1.79 | $-0.20 | ||
| Q3 24 | $1.89 | $-0.41 | ||
| Q2 24 | $1.70 | $-0.34 | ||
| Q1 24 | $1.32 | $-0.30 |
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 | $1.6B |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $717.3M |
| 总资产 | $1.6B | $8.4B |
| 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AMWDLCID
| Q4 25 | $52.1M | $1.6B | ||
| Q3 25 | $54.9M | $2.3B | ||
| Q2 25 | $48.2M | $2.8B | ||
| Q1 25 | $43.5M | $3.6B | ||
| Q4 24 | $56.7M | $4.0B | ||
| Q3 24 | $89.3M | $3.5B | ||
| Q2 24 | $87.4M | $3.2B | ||
| Q1 24 | $97.8M | $4.0B |
总债务AMWDLCID
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDLCID
| Q4 25 | $928.2M | $717.3M | ||
| Q3 25 | $920.3M | $1.8B | ||
| Q2 25 | $916.0M | $2.4B | ||
| Q1 25 | $919.6M | $3.2B | ||
| Q4 24 | $915.1M | $3.9B | ||
| Q3 24 | $913.8M | $2.7B | ||
| Q2 24 | $910.4M | $3.5B | ||
| Q1 24 | $896.9M | $4.2B |
总资产AMWDLCID
| Q4 25 | $1.6B | $8.4B | ||
| Q3 25 | $1.6B | $8.8B | ||
| Q2 25 | $1.6B | $8.9B | ||
| Q1 25 | $1.6B | $9.2B | ||
| Q4 24 | $1.6B | $9.6B | ||
| Q3 24 | $1.6B | $8.5B | ||
| Q2 24 | $1.6B | $8.2B | ||
| Q1 24 | $1.6B | $8.9B |
负债/权益比AMWDLCID
| 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× | — | ||
| 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 | $-916.4M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-1.2B |
| 自由现金流率自由现金流/营收 | 0.2% | -237.6% |
| 资本支出强度资本支出/营收 | 2.7% | 62.3% |
| 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 | $-3.8B |
8季度趋势，按日历期对齐
经营现金流AMWDLCID
| Q4 25 | $11.2M | $-916.4M | ||
| Q3 25 | $33.1M | $-756.6M | ||
| Q2 25 | $44.8M | $-830.2M | ||
| Q1 25 | $11.0M | $-428.6M | ||
| Q4 24 | $11.9M | $-533.1M | ||
| Q3 24 | $40.8M | $-462.8M | ||
| Q2 24 | $43.3M | $-507.0M | ||
| Q1 24 | $43.7M | $-516.7M |
自由现金流AMWDLCID
| Q4 25 | $638.0K | $-1.2B | ||
| Q3 25 | $25.3M | $-955.5M | ||
| Q2 25 | $35.8M | $-1.0B | ||
| Q1 25 | $2.3M | $-589.9M | ||
| Q4 24 | $1.1M | $-824.8M | ||
| Q3 24 | $29.5M | $-622.5M | ||
| Q2 24 | $7.2M | $-741.3M | ||
| Q1 24 | $22.1M | $-714.9M |
自由现金流率AMWDLCID
| Q4 25 | 0.2% | -237.6% | ||
| Q3 25 | 6.3% | -283.9% | ||
| Q2 25 | 8.9% | -390.4% | ||
| Q1 25 | 0.6% | -251.0% | ||
| Q4 24 | 0.2% | -351.8% | ||
| Q3 24 | 6.4% | -311.2% | ||
| Q2 24 | 1.6% | -369.6% | ||
| Q1 24 | 5.2% | -413.9% |
资本支出强度AMWDLCID
| Q4 25 | 2.7% | 62.3% | ||
| Q3 25 | 1.9% | 59.1% | ||
| Q2 25 | 2.2% | 70.4% | ||
| Q1 25 | 2.2% | 68.6% | ||
| Q4 24 | 2.4% | 124.4% | ||
| Q3 24 | 2.5% | 79.8% | ||
| Q2 24 | 8.0% | 116.8% | ||
| Q1 24 | 5.1% | 114.7% |
现金转化率AMWDLCID
| 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% |
LCID
| LCNRV | $287.2M | 55% |
| Other | $80.4M | 15% |
| Related Party | $74.4M | 14% |
| Regulatory Credits | $34.2M | 7% |
| Warranty Provision | $26.2M | 5% |
| Sale And Leaseback Transactions | $15.2M | 3% |
| Other International | $5.0M | 1% |
