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AMERICAN WOODMARK CORP（AMWD）与LANDS' END, INC.（LE）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LANDS' END, INC.的1.2倍（$394.6M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs 1.5%，领先0.1%），LANDS' END, INC.同比增速更快（0.1% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% 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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
AMWD vs LE — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$317.5M
营收增速更快
LE
高出12.9%
-12.8%
净利率更高
LE
高出0.1%
1.5%
自由现金流更多
AMWD
多$23.1M
$-22.4M
两年增速更快
LE
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $317.5M |
| 净利润 | $6.1M | $5.2M |
| 毛利率 | 15.2% | 51.8% |
| 营业利润率 | 3.1% | 5.3% |
| 净利率 | 1.5% | 1.6% |
| 营收同比 | -12.8% | 0.1% |
| 净利润同比 | -78.0% | 198.3% |
| 每股收益（稀释后） | $0.42 | $0.17 |
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AMWDLE
| Q4 25 | $394.6M | $317.5M | ||
| Q3 25 | $403.0M | — | ||
| Q2 25 | $400.4M | $261.2M | ||
| Q1 25 | $397.6M | — | ||
| Q4 24 | $452.5M | $318.6M | ||
| Q3 24 | $459.1M | $317.2M | ||
| Q2 24 | $453.3M | $285.5M | ||
| Q1 24 | $422.1M | $514.9M |
净利润AMWDLE
| Q4 25 | $6.1M | $5.2M | ||
| Q3 25 | $14.6M | — | ||
| Q2 25 | $25.6M | $-8.3M | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $27.7M | $-593.0K | ||
| Q3 24 | $29.6M | $-5.3M | ||
| Q2 24 | $26.8M | $-6.4M | ||
| Q1 24 | $21.2M | $-8.6M |
毛利率AMWDLE
| Q4 25 | 15.2% | 51.8% | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | 50.8% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | 50.6% | ||
| Q3 24 | 20.2% | 47.9% | ||
| Q2 24 | 18.6% | 48.7% | ||
| Q1 24 | 19.2% | 38.0% |
营业利润率AMWDLE
| Q4 25 | 3.1% | 5.3% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 7.4% | -0.9% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | 2.9% | ||
| Q3 24 | 10.2% | 0.8% | ||
| Q2 24 | 8.4% | 0.8% | ||
| Q1 24 | 6.6% | 1.6% |
净利率AMWDLE
| Q4 25 | 1.5% | 1.6% | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 6.4% | -3.2% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 6.1% | -0.2% | ||
| Q3 24 | 6.5% | -1.7% | ||
| Q2 24 | 5.9% | -2.3% | ||
| Q1 24 | 5.0% | -1.7% |
每股收益（稀释后）AMWDLE
| Q4 25 | $0.42 | $0.17 | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | $-0.27 | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | $-0.02 | ||
| Q3 24 | $1.89 | $-0.17 | ||
| Q2 24 | $1.70 | $-0.20 | ||
| Q1 24 | $1.32 | $-0.27 |
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 | $36.3M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $231.0M |
| 总资产 | $1.6B | $852.7M |
| 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AMWDLE
| Q4 25 | $52.1M | $36.3M | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | $18.1M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $30.4M | ||
| Q3 24 | $89.3M | $25.6M | ||
| Q2 24 | $87.4M | $27.4M | ||
| Q1 24 | $97.8M | $25.3M |
总债务AMWDLE
| 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AMWDLE
| Q4 25 | $928.2M | $231.0M | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | $230.1M | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | $223.6M | ||
| Q3 24 | $913.8M | $226.5M | ||
| Q2 24 | $910.4M | $234.6M | ||
| Q1 24 | $896.9M | $241.6M |
总资产AMWDLE
| Q4 25 | $1.6B | $852.7M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | $760.5M | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $843.6M | ||
| Q3 24 | $1.6B | $802.5M | ||
| Q2 24 | $1.6B | $800.1M | ||
| Q1 24 | $1.6B | $811.5M |
负债/权益比AMWDLE
| 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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-22.4M |
| 自由现金流率自由现金流/营收 | 0.2% | -7.1% |
| 资本支出强度资本支出/营收 | 2.7% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.83× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流AMWDLE
| Q4 25 | $11.2M | $-15.7M | ||
| Q3 25 | $33.1M | — | ||
| Q2 25 | $44.8M | $-22.5M | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | $-17.1M | ||
| Q3 24 | $40.8M | $30.7M | ||
| Q2 24 | $43.3M | $-25.8M | ||
| Q1 24 | $43.7M | $93.9M |
自由现金流AMWDLE
| Q4 25 | $638.0K | $-22.4M | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | $-30.7M | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | $-27.8M | ||
| Q3 24 | $29.5M | $26.0M | ||
| Q2 24 | $7.2M | $-32.6M | ||
| Q1 24 | $22.1M | $87.5M |
自由现金流率AMWDLE
| Q4 25 | 0.2% | -7.1% | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | -11.8% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | -8.7% | ||
| Q3 24 | 6.4% | 8.2% | ||
| Q2 24 | 1.6% | -11.4% | ||
| Q1 24 | 5.2% | 17.0% |
资本支出强度AMWDLE
| Q4 25 | 2.7% | 2.1% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | 3.2% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | 3.3% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 8.0% | 2.4% | ||
| Q1 24 | 5.1% | 1.2% |
现金转化率AMWDLE
| Q4 25 | 1.83× | -3.03× | ||
| 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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
