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AMERICAN WOODMARK CORP（AMWD）与LGI Homes, Inc.（LGIH）财务数据对比。点击上方公司名可切换其他公司
LGI Homes, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$474.0M vs $394.6M），LGI Homes, Inc.净利率更高（3.7% vs 1.5%，领先2.1%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -15.0%），过去两年LGI Homes, Inc.的营收复合增速更高（10.1% 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。
LGI Homes是一家总部位于美国得克萨斯州的新建住宅开发商，业务聚焦美国西南部地区。据《建筑商》杂志统计，该公司目前是美国第十大住宅建筑商，2019年共交付房屋7690套，较2018年增长18.1%，全年房屋销售营收达18亿美元，行业规模位居美国前列。
AMWD vs LGIH — 直观对比
营收规模更大
LGIH
是对方的1.2倍
$394.6M
营收增速更快
AMWD
高出2.2%
-15.0%
净利率更高
LGIH
高出2.1%
1.5%
两年增速更快
LGIH
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $474.0M |
| 净利润 | $6.1M | $17.3M |
| 毛利率 | 15.2% | 17.7% |
| 营业利润率 | 3.1% | 3.9% |
| 净利率 | 1.5% | 3.7% |
| 营收同比 | -12.8% | -15.0% |
| 净利润同比 | -78.0% | -66.0% |
| 每股收益（稀释后） | $0.42 | $0.74 |
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AMWDLGIH
| Q4 25 | $394.6M | $474.0M | ||
| Q3 25 | $403.0M | $396.6M | ||
| Q2 25 | $400.4M | $483.5M | ||
| Q1 25 | $397.6M | $351.4M | ||
| Q4 24 | $452.5M | $557.4M | ||
| Q3 24 | $459.1M | $651.9M | ||
| Q2 24 | $453.3M | $602.5M | ||
| Q1 24 | $422.1M | $390.9M |
净利润AMWDLGIH
| Q4 25 | $6.1M | $17.3M | ||
| Q3 25 | $14.6M | $19.7M | ||
| Q2 25 | $25.6M | $31.5M | ||
| Q1 25 | $16.6M | $4.0M | ||
| Q4 24 | $27.7M | $50.9M | ||
| Q3 24 | $29.6M | $69.6M | ||
| Q2 24 | $26.8M | $58.6M | ||
| Q1 24 | $21.2M | $17.1M |
毛利率AMWDLGIH
| Q4 25 | 15.2% | 17.7% | ||
| Q3 25 | 16.7% | 21.5% | ||
| Q2 25 | 17.0% | 22.9% | ||
| Q1 25 | 15.0% | 21.0% | ||
| Q4 24 | 18.9% | 22.9% | ||
| Q3 24 | 20.2% | 25.1% | ||
| Q2 24 | 18.6% | 25.0% | ||
| Q1 24 | 19.2% | 23.4% |
营业利润率AMWDLGIH
| Q4 25 | 3.1% | 3.9% | ||
| Q3 25 | 5.0% | 5.4% | ||
| Q2 25 | 7.4% | 8.2% | ||
| Q1 25 | 5.3% | 0.0% | ||
| Q4 24 | 9.4% | 8.2% | ||
| Q3 24 | 10.2% | 12.3% | ||
| Q2 24 | 8.4% | 11.2% | ||
| Q1 24 | 6.6% | 4.8% |
净利率AMWDLGIH
| Q4 25 | 1.5% | 3.7% | ||
| Q3 25 | 3.6% | 5.0% | ||
| Q2 25 | 6.4% | 6.5% | ||
| Q1 25 | 4.2% | 1.1% | ||
| Q4 24 | 6.1% | 9.1% | ||
| Q3 24 | 6.5% | 10.7% | ||
| Q2 24 | 5.9% | 9.7% | ||
| Q1 24 | 5.0% | 4.4% |
每股收益（稀释后）AMWDLGIH
| Q4 25 | $0.42 | $0.74 | ||
| Q3 25 | $1.00 | $0.85 | ||
| Q2 25 | $1.73 | $1.36 | ||
| Q1 25 | $1.09 | $0.17 | ||
| Q4 24 | $1.79 | $2.15 | ||
| Q3 24 | $1.89 | $2.95 | ||
| Q2 24 | $1.70 | $2.48 | ||
| Q1 24 | $1.32 | $0.72 |
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 | — |
| 总债务越低越好 | $363.3M | $1.7B |
| 股东权益账面价值 | $928.2M | $2.1B |
| 总资产 | $1.6B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资AMWDLGIH
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $53.2M | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — | ||
| Q1 24 | $97.8M | — |
总债务AMWDLGIH
| Q4 25 | $363.3M | $1.7B | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $1.5B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDLGIH
| Q4 25 | $928.2M | $2.1B | ||
| Q3 25 | $920.3M | $2.1B | ||
| Q2 25 | $916.0M | $2.1B | ||
| Q1 25 | $919.6M | $2.0B | ||
| Q4 24 | $915.1M | $2.0B | ||
| Q3 24 | $913.8M | $2.0B | ||
| Q2 24 | $910.4M | $1.9B | ||
| Q1 24 | $896.9M | $1.9B |
总资产AMWDLGIH
| Q4 25 | $1.6B | $3.9B | ||
| Q3 25 | $1.6B | $4.0B | ||
| Q2 25 | $1.6B | $4.0B | ||
| Q1 25 | $1.6B | $3.9B | ||
| Q4 24 | $1.6B | $3.8B | ||
| Q3 24 | $1.6B | $3.8B | ||
| Q2 24 | $1.6B | $3.7B | ||
| Q1 24 | $1.6B | $3.5B |
负债/权益比AMWDLGIH
| Q4 25 | 0.39× | 0.79× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 0.73× | ||
| 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 | $86.8M |
| 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% | 0.0% |
| 现金转化率经营现金流/净利润 | 1.83× | 5.01× |
| 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AMWDLGIH
| Q4 25 | $11.2M | $86.8M | ||
| Q3 25 | $33.1M | $-13.2M | ||
| Q2 25 | $44.8M | $-86.4M | ||
| Q1 25 | $11.0M | $-127.1M | ||
| Q4 24 | $11.9M | $57.0M | ||
| Q3 24 | $40.8M | $-17.8M | ||
| Q2 24 | $43.3M | $-83.5M | ||
| Q1 24 | $43.7M | $-99.5M |
自由现金流AMWDLGIH
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | $-13.3M | ||
| Q2 25 | $35.8M | $-86.4M | ||
| Q1 25 | $2.3M | $-128.0M | ||
| Q4 24 | $1.1M | $56.4M | ||
| Q3 24 | $29.5M | $-17.8M | ||
| Q2 24 | $7.2M | $-83.8M | ||
| Q1 24 | $22.1M | $-100.5M |
自由现金流率AMWDLGIH
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | -3.3% | ||
| Q2 25 | 8.9% | -17.9% | ||
| Q1 25 | 0.6% | -36.4% | ||
| Q4 24 | 0.2% | 10.1% | ||
| Q3 24 | 6.4% | -2.7% | ||
| Q2 24 | 1.6% | -13.9% | ||
| Q1 24 | 5.2% | -25.7% |
资本支出强度AMWDLGIH
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 1.9% | 0.0% | ||
| Q2 25 | 2.2% | 0.0% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.4% | 0.1% | ||
| Q3 24 | 2.5% | 0.0% | ||
| Q2 24 | 8.0% | 0.0% | ||
| Q1 24 | 5.1% | 0.3% |
现金转化率AMWDLGIH
| Q4 25 | 1.83× | 5.01× | ||
| Q3 25 | 2.27× | -0.67× | ||
| Q2 25 | 1.75× | -2.74× | ||
| Q1 25 | 0.66× | -31.83× | ||
| Q4 24 | 0.43× | 1.12× | ||
| Q3 24 | 1.38× | -0.26× | ||
| Q2 24 | 1.62× | -1.43× | ||
| Q1 24 | 2.06× | -5.83× |
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% |
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
