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AMERICAN WOODMARK CORP（AMWD）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是AMERICAN WOODMARK CORP的1.7倍（$665.5M vs $394.6M），朗美通净利率更高（11.8% vs 1.5%，领先10.2%），朗美通同比增速更快（65.5% vs -12.8%），朗美通自由现金流更多（$43.1M vs $638.0K），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
AMWD vs LITE — 直观对比
营收规模更大
LITE
是对方的1.7倍
$394.6M
营收增速更快
LITE
高出78.2%
-12.8%
净利率更高
LITE
高出10.2%
1.5%
自由现金流更多
LITE
多$42.5M
$638.0K
两年增速更快
LITE
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $665.5M |
| 净利润 | $6.1M | $78.2M |
| 毛利率 | 15.2% | 36.1% |
| 营业利润率 | 3.1% | 9.7% |
| 净利率 | 1.5% | 11.8% |
| 营收同比 | -12.8% | 65.5% |
| 净利润同比 | -78.0% | 228.4% |
| 每股收益（稀释后） | $0.42 | $0.89 |
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AMWDLITE
| Q4 25 | $394.6M | $665.5M | ||
| Q3 25 | $403.0M | $533.8M | ||
| Q2 25 | $400.4M | $480.7M | ||
| Q1 25 | $397.6M | $425.2M | ||
| Q4 24 | $452.5M | $402.2M | ||
| Q3 24 | $459.1M | $336.9M | ||
| Q2 24 | $453.3M | $308.3M | ||
| Q1 24 | $422.1M | $366.5M |
净利润AMWDLITE
| Q4 25 | $6.1M | $78.2M | ||
| Q3 25 | $14.6M | $4.2M | ||
| Q2 25 | $25.6M | $213.3M | ||
| Q1 25 | $16.6M | $-44.1M | ||
| Q4 24 | $27.7M | $-60.9M | ||
| Q3 24 | $29.6M | $-82.4M | ||
| Q2 24 | $26.8M | $-252.5M | ||
| Q1 24 | $21.2M | $-127.0M |
毛利率AMWDLITE
| Q4 25 | 15.2% | 36.1% | ||
| Q3 25 | 16.7% | 34.0% | ||
| Q2 25 | 17.0% | 33.3% | ||
| Q1 25 | 15.0% | 28.8% | ||
| Q4 24 | 18.9% | 24.8% | ||
| Q3 24 | 20.2% | 23.1% | ||
| Q2 24 | 18.6% | 16.6% | ||
| Q1 24 | 19.2% | 16.2% |
营业利润率AMWDLITE
| Q4 25 | 3.1% | 9.7% | ||
| Q3 25 | 5.0% | 1.3% | ||
| Q2 25 | 7.4% | -1.7% | ||
| Q1 25 | 5.3% | -8.9% | ||
| Q4 24 | 9.4% | -12.8% | ||
| Q3 24 | 10.2% | -24.5% | ||
| Q2 24 | 8.4% | -43.3% | ||
| Q1 24 | 6.6% | -31.3% |
净利率AMWDLITE
| Q4 25 | 1.5% | 11.8% | ||
| Q3 25 | 3.6% | 0.8% | ||
| Q2 25 | 6.4% | 44.4% | ||
| Q1 25 | 4.2% | -10.4% | ||
| Q4 24 | 6.1% | -15.1% | ||
| Q3 24 | 6.5% | -24.5% | ||
| Q2 24 | 5.9% | -81.9% | ||
| Q1 24 | 5.0% | -34.7% |
每股收益（稀释后）AMWDLITE
| Q4 25 | $0.42 | $0.89 | ||
| Q3 25 | $1.00 | $0.05 | ||
| Q2 25 | $1.73 | $3.10 | ||
| Q1 25 | $1.09 | $-0.64 | ||
| Q4 24 | $1.79 | $-0.88 | ||
| Q3 24 | $1.89 | $-1.21 | ||
| Q2 24 | $1.70 | $-3.75 | ||
| Q1 24 | $1.32 | $-1.88 |
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 | $1.2B |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $846.6M |
| 总资产 | $1.6B | $4.8B |
| 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AMWDLITE
| Q4 25 | $52.1M | $1.2B | ||
| Q3 25 | $54.9M | $1.1B | ||
| Q2 25 | $48.2M | $877.1M | ||
| Q1 25 | $43.5M | $866.7M | ||
| Q4 24 | $56.7M | $896.7M | ||
| Q3 24 | $89.3M | $916.1M | ||
| Q2 24 | $87.4M | $887.0M | ||
| Q1 24 | $97.8M | $870.9M |
总债务AMWDLITE
| 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AMWDLITE
| Q4 25 | $928.2M | $846.6M | ||
| Q3 25 | $920.3M | $780.8M | ||
| Q2 25 | $916.0M | $1.1B | ||
| Q1 25 | $919.6M | $879.5M | ||
| Q4 24 | $915.1M | $872.3M | ||
| Q3 24 | $913.8M | $895.9M | ||
| Q2 24 | $910.4M | $957.3M | ||
| Q1 24 | $896.9M | $1.2B |
总资产AMWDLITE
| Q4 25 | $1.6B | $4.8B | ||
| Q3 25 | $1.6B | $4.6B | ||
| Q2 25 | $1.6B | $4.2B | ||
| Q1 25 | $1.6B | $4.0B | ||
| Q4 24 | $1.6B | $4.0B | ||
| Q3 24 | $1.6B | $4.0B | ||
| Q2 24 | $1.6B | $3.9B | ||
| Q1 24 | $1.6B | $4.2B |
负债/权益比AMWDLITE
| 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 | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $43.1M |
| 自由现金流率自由现金流/营收 | 0.2% | 6.5% |
| 资本支出强度资本支出/营收 | 2.7% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流AMWDLITE
| Q4 25 | $11.2M | $126.7M | ||
| Q3 25 | $33.1M | $57.9M | ||
| Q2 25 | $44.8M | $64.0M | ||
| Q1 25 | $11.0M | $-1.6M | ||
| Q4 24 | $11.9M | $24.3M | ||
| Q3 24 | $40.8M | $39.6M | ||
| Q2 24 | $43.3M | $35.5M | ||
| Q1 24 | $43.7M | $-7.0M |
自由现金流AMWDLITE
| Q4 25 | $638.0K | $43.1M | ||
| Q3 25 | $25.3M | $-18.3M | ||
| Q2 25 | $35.8M | $10.1M | ||
| Q1 25 | $2.3M | $-64.4M | ||
| Q4 24 | $1.1M | $-15.9M | ||
| Q3 24 | $29.5M | $-34.5M | ||
| Q2 24 | $7.2M | $10.9M | ||
| Q1 24 | $22.1M | $-26.6M |
自由现金流率AMWDLITE
| Q4 25 | 0.2% | 6.5% | ||
| Q3 25 | 6.3% | -3.4% | ||
| Q2 25 | 8.9% | 2.1% | ||
| Q1 25 | 0.6% | -15.1% | ||
| Q4 24 | 0.2% | -4.0% | ||
| Q3 24 | 6.4% | -10.2% | ||
| Q2 24 | 1.6% | 3.5% | ||
| Q1 24 | 5.2% | -7.3% |
资本支出强度AMWDLITE
| Q4 25 | 2.7% | 12.6% | ||
| Q3 25 | 1.9% | 14.3% | ||
| Q2 25 | 2.2% | 11.2% | ||
| Q1 25 | 2.2% | 14.8% | ||
| Q4 24 | 2.4% | 10.0% | ||
| Q3 24 | 2.5% | 22.0% | ||
| Q2 24 | 8.0% | 8.0% | ||
| Q1 24 | 5.1% | 5.3% |
现金转化率AMWDLITE
| Q4 25 | 1.83× | 1.62× | ||
| Q3 25 | 2.27× | 13.79× | ||
| Q2 25 | 1.75× | 0.30× | ||
| 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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
