vs
AMERICAN WOODMARK CORP（AMWD）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是百胜餐饮集团的1.9倍（$394.6M vs $204.1M），百胜餐饮集团净利率更高（8.9% vs 1.5%，领先7.3%），百胜餐饮集团同比增速更快（-5.2% vs -12.8%），百胜餐饮集团自由现金流更多（$2.6M vs $638.0K），过去两年百胜餐饮集团的营收复合增速更高（19.8% 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。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
AMWD vs LCUT — 直观对比
营收规模更大
AMWD
是对方的1.9倍
$204.1M
营收增速更快
LCUT
高出7.6%
-12.8%
净利率更高
LCUT
高出7.3%
1.5%
自由现金流更多
LCUT
多$2.0M
$638.0K
两年增速更快
LCUT
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $204.1M |
| 净利润 | $6.1M | $18.2M |
| 毛利率 | 15.2% | 38.6% |
| 营业利润率 | 3.1% | 9.8% |
| 净利率 | 1.5% | 8.9% |
| 营收同比 | -12.8% | -5.2% |
| 净利润同比 | -78.0% | 103.5% |
| 每股收益（稀释后） | $0.42 | $0.83 |
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AMWDLCUT
| Q4 25 | $394.6M | $204.1M | ||
| Q3 25 | $403.0M | $171.9M | ||
| Q2 25 | $400.4M | $131.9M | ||
| Q1 25 | $397.6M | $140.1M | ||
| Q4 24 | $452.5M | $215.2M | ||
| Q3 24 | $459.1M | $183.8M | ||
| Q2 24 | $453.3M | $141.7M | ||
| Q1 24 | $422.1M | $142.2M |
净利润AMWDLCUT
| Q4 25 | $6.1M | $18.2M | ||
| Q3 25 | $14.6M | $-1.2M | ||
| Q2 25 | $25.6M | $-39.7M | ||
| Q1 25 | $16.6M | $-4.2M | ||
| Q4 24 | $27.7M | $8.9M | ||
| Q3 24 | $29.6M | $344.0K | ||
| Q2 24 | $26.8M | $-18.2M | ||
| Q1 24 | $21.2M | $-6.3M |
毛利率AMWDLCUT
| Q4 25 | 15.2% | 38.6% | ||
| Q3 25 | 16.7% | 35.1% | ||
| Q2 25 | 17.0% | 38.6% | ||
| Q1 25 | 15.0% | 36.1% | ||
| Q4 24 | 18.9% | 37.7% | ||
| Q3 24 | 20.2% | 36.7% | ||
| Q2 24 | 18.6% | 38.5% | ||
| Q1 24 | 19.2% | 40.5% |
营业利润率AMWDLCUT
| Q4 25 | 3.1% | 9.8% | ||
| Q3 25 | 5.0% | 3.9% | ||
| Q2 25 | 7.4% | -28.2% | ||
| Q1 25 | 5.3% | 0.8% | ||
| Q4 24 | 9.4% | 7.2% | ||
| Q3 24 | 10.2% | 4.7% | ||
| Q2 24 | 8.4% | 0.8% | ||
| Q1 24 | 6.6% | 1.3% |
净利率AMWDLCUT
| Q4 25 | 1.5% | 8.9% | ||
| Q3 25 | 3.6% | -0.7% | ||
| Q2 25 | 6.4% | -30.1% | ||
| Q1 25 | 4.2% | -3.0% | ||
| Q4 24 | 6.1% | 4.1% | ||
| Q3 24 | 6.5% | 0.2% | ||
| Q2 24 | 5.9% | -12.8% | ||
| Q1 24 | 5.0% | -4.4% |
每股收益（稀释后）AMWDLCUT
| Q4 25 | $0.42 | $0.83 | ||
| Q3 25 | $1.00 | $-0.05 | ||
| Q2 25 | $1.73 | $-1.83 | ||
| Q1 25 | $1.09 | $-0.19 | ||
| Q4 24 | $1.79 | $0.41 | ||
| Q3 24 | $1.89 | $0.02 | ||
| Q2 24 | $1.70 | $-0.85 | ||
| Q1 24 | $1.32 | $-0.29 |
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 | $4.3M |
| 总债务越低越好 | $363.3M | $135.0M |
| 股东权益账面价值 | $928.2M | $202.3M |
| 总资产 | $1.6B | $572.6M |
| 负债/权益比越低杠杆越低 | 0.39× | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资AMWDLCUT
| Q4 25 | $52.1M | $4.3M | ||
| Q3 25 | $54.9M | $12.1M | ||
| Q2 25 | $48.2M | $12.0M | ||
| Q1 25 | $43.5M | $10.4M | ||
| Q4 24 | $56.7M | $2.9M | ||
| Q3 24 | $89.3M | $6.0M | ||
| Q2 24 | $87.4M | $3.4M | ||
| Q1 24 | $97.8M | $4.6M |
总债务AMWDLCUT
| Q4 25 | $363.3M | $135.0M | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $142.5M | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDLCUT
| Q4 25 | $928.2M | $202.3M | ||
| Q3 25 | $920.3M | $184.6M | ||
| Q2 25 | $916.0M | $185.8M | ||
| Q1 25 | $919.6M | $225.7M | ||
| Q4 24 | $915.1M | $229.9M | ||
| Q3 24 | $913.8M | $220.9M | ||
| Q2 24 | $910.4M | $219.8M | ||
| Q1 24 | $896.9M | $223.7M |
总资产AMWDLCUT
| Q4 25 | $1.6B | $572.6M | ||
| Q3 25 | $1.6B | $581.1M | ||
| Q2 25 | $1.6B | $551.9M | ||
| Q1 25 | $1.6B | $594.6M | ||
| Q4 24 | $1.6B | $634.3M | ||
| Q3 24 | $1.6B | $668.7M | ||
| Q2 24 | $1.6B | $617.0M | ||
| Q1 24 | $1.6B | $602.7M |
负债/权益比AMWDLCUT
| Q4 25 | 0.39× | 0.67× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 0.62× | ||
| 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 | $3.7M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $2.6M |
| 自由现金流率自由现金流/营收 | 0.2% | 1.3% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.83× | 0.21× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $3.3M |
8季度趋势，按日历期对齐
经营现金流AMWDLCUT
| Q4 25 | $11.2M | $3.7M | ||
| Q3 25 | $33.1M | $-22.2M | ||
| Q2 25 | $44.8M | $9.3M | ||
| Q1 25 | $11.0M | $16.7M | ||
| Q4 24 | $11.9M | $20.3M | ||
| Q3 24 | $40.8M | $-22.7M | ||
| Q2 24 | $43.3M | $10.4M | ||
| Q1 24 | $43.7M | $10.5M |
自由现金流AMWDLCUT
| Q4 25 | $638.0K | $2.6M | ||
| Q3 25 | $25.3M | $-22.7M | ||
| Q2 25 | $35.8M | $8.2M | ||
| Q1 25 | $2.3M | $15.1M | ||
| Q4 24 | $1.1M | $19.7M | ||
| Q3 24 | $29.5M | $-23.2M | ||
| Q2 24 | $7.2M | $9.9M | ||
| Q1 24 | $22.1M | $9.9M |
自由现金流率AMWDLCUT
| Q4 25 | 0.2% | 1.3% | ||
| Q3 25 | 6.3% | -13.2% | ||
| Q2 25 | 8.9% | 6.2% | ||
| Q1 25 | 0.6% | 10.8% | ||
| Q4 24 | 0.2% | 9.1% | ||
| Q3 24 | 6.4% | -12.6% | ||
| Q2 24 | 1.6% | 7.0% | ||
| Q1 24 | 5.2% | 7.0% |
资本支出强度AMWDLCUT
| Q4 25 | 2.7% | 0.6% | ||
| Q3 25 | 1.9% | 0.3% | ||
| Q2 25 | 2.2% | 0.9% | ||
| Q1 25 | 2.2% | 1.1% | ||
| Q4 24 | 2.4% | 0.3% | ||
| Q3 24 | 2.5% | 0.3% | ||
| Q2 24 | 8.0% | 0.4% | ||
| Q1 24 | 5.1% | 0.4% |
现金转化率AMWDLCUT
| Q4 25 | 1.83× | 0.21× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 2.28× | ||
| Q3 24 | 1.38× | -65.89× | ||
| 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% |
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
