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AMERICAN WOODMARK CORP（AMWD）与Life Time Group Holdings, Inc.（LTH）财务数据对比。点击上方公司名可切换其他公司
Life Time Group Holdings, Inc.的季度营收约是AMERICAN WOODMARK CORP的2.0倍（$788.7M vs $394.6M），Life Time Group Holdings, Inc.净利率更高（11.2% vs 1.5%，领先9.6%），Life Time Group Holdings, Inc.同比增速更快（11.7% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-61.2M），过去两年Life Time Group Holdings, Inc.的营收复合增速更高（8.7% 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。
Life Time Group Holdings是美国高端健身康养服务运营商，在全美运营连锁高端运动场馆，提供健身器材使用、团体课程、私教指导、SPA护理、营养咨询、青少年运动项目及联合办公等服务，服务于追求健康生活方式的消费群体。
AMWD vs LTH — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $788.7M |
| 净利润 | $6.1M | $88.1M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 17.1% |
| 净利率 | 1.5% | 11.2% |
| 营收同比 | -12.8% | 11.7% |
| 净利润同比 | -78.0% | 15.8% |
| 每股收益（稀释后） | $0.42 | $0.39 |
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
| Q1 26 | — | $788.7M | ||
| Q4 25 | $394.6M | $745.1M | ||
| Q3 25 | $403.0M | $782.6M | ||
| Q2 25 | $400.4M | $761.5M | ||
| Q1 25 | $397.6M | $706.0M | ||
| Q4 24 | $452.5M | $663.3M | ||
| Q3 24 | $459.1M | $693.2M | ||
| Q2 24 | $453.3M | $667.8M |
| Q1 26 | — | $88.1M | ||
| Q4 25 | $6.1M | $123.0M | ||
| Q3 25 | $14.6M | $102.4M | ||
| Q2 25 | $25.6M | $72.1M | ||
| Q1 25 | $16.6M | $76.1M | ||
| Q4 24 | $27.7M | $37.2M | ||
| Q3 24 | $29.6M | $41.4M | ||
| Q2 24 | $26.8M | $52.8M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 49.1% | ||
| Q3 25 | 16.7% | 47.1% | ||
| Q2 25 | 17.0% | 47.0% | ||
| Q1 25 | 15.0% | 47.5% | ||
| Q4 24 | 18.9% | 48.2% | ||
| Q3 24 | 20.2% | 46.5% | ||
| Q2 24 | 18.6% | 46.8% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 3.1% | 17.4% | ||
| Q3 25 | 5.0% | 17.3% | ||
| Q2 25 | 7.4% | 14.2% | ||
| Q1 25 | 5.3% | 15.2% | ||
| Q4 24 | 9.4% | 13.1% | ||
| Q3 24 | 10.2% | 13.5% | ||
| Q2 24 | 8.4% | 15.7% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 1.5% | 16.5% | ||
| Q3 25 | 3.6% | 13.1% | ||
| Q2 25 | 6.4% | 9.5% | ||
| Q1 25 | 4.2% | 10.8% | ||
| Q4 24 | 6.1% | 5.6% | ||
| Q3 24 | 6.5% | 6.0% | ||
| Q2 24 | 5.9% | 7.9% |
| Q1 26 | — | $0.39 | ||
| Q4 25 | $0.42 | $0.55 | ||
| Q3 25 | $1.00 | $0.45 | ||
| Q2 25 | $1.73 | $0.32 | ||
| Q1 25 | $1.09 | $0.34 | ||
| Q4 24 | $1.79 | $0.17 | ||
| Q3 24 | $1.89 | $0.19 | ||
| Q2 24 | $1.70 | $0.26 |
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 | $120.0M |
| 总债务越低越好 | $363.3M | $1.5B |
| 股东权益账面价值 | $928.2M | $3.2B |
| 总资产 | $1.6B | $8.1B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.46× |
8季度趋势，按日历期对齐
| Q1 26 | — | $120.0M | ||
| Q4 25 | $52.1M | $204.8M | ||
| Q3 25 | $54.9M | $218.9M | ||
| Q2 25 | $48.2M | $175.5M | ||
| Q1 25 | $43.5M | $59.0M | ||
| Q4 24 | $56.7M | $10.9M | ||
| Q3 24 | $89.3M | $120.9M | ||
| Q2 24 | $87.4M | $34.5M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $363.3M | $1.5B | ||
| Q3 25 | $364.8M | $1.5B | ||
| Q2 25 | $365.8M | $1.5B | ||
| Q1 25 | $367.3M | $1.5B | ||
| Q4 24 | $368.0M | $1.5B | ||
| Q3 24 | $372.2M | $1.7B | ||
| Q2 24 | $371.8M | $1.8B |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $928.2M | $3.1B | ||
| Q3 25 | $920.3M | $3.0B | ||
| Q2 25 | $916.0M | $2.9B | ||
| Q1 25 | $919.6M | $2.7B | ||
| Q4 24 | $915.1M | $2.6B | ||
| Q3 24 | $913.8M | $2.6B | ||
| Q2 24 | $910.4M | $2.4B |
| Q1 26 | — | $8.1B | ||
| Q4 25 | $1.6B | $8.0B | ||
| Q3 25 | $1.6B | $7.8B | ||
| Q2 25 | $1.6B | $7.6B | ||
| Q1 25 | $1.6B | $7.3B | ||
| Q4 24 | $1.6B | $7.2B | ||
| Q3 24 | $1.6B | $7.2B | ||
| Q2 24 | $1.6B | $7.1B |
| Q1 26 | — | 0.46× | ||
| Q4 25 | 0.39× | 0.48× | ||
| Q3 25 | 0.40× | 0.51× | ||
| Q2 25 | 0.40× | 0.53× | ||
| Q1 25 | 0.40× | 0.56× | ||
| Q4 24 | 0.40× | 0.59× | ||
| Q3 24 | 0.41× | 0.64× | ||
| Q2 24 | 0.41× | 0.78× |
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 | $198.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-61.2M |
| 自由现金流率自由现金流/营收 | 0.2% | -7.8% |
| 资本支出强度资本支出/营收 | 2.7% | 26.0% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.26× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-123.6M |
8季度趋势，按日历期对齐
| Q1 26 | — | $198.8M | ||
| Q4 25 | $11.2M | $239.9M | ||
| Q3 25 | $33.1M | $251.1M | ||
| Q2 25 | $44.8M | $195.7M | ||
| Q1 25 | $11.0M | $183.9M | ||
| Q4 24 | $11.9M | $163.1M | ||
| Q3 24 | $40.8M | $151.1M | ||
| Q2 24 | $43.3M | $170.4M |
| Q1 26 | — | $-61.2M | ||
| Q4 25 | $638.0K | $-64.6M | ||
| Q3 25 | $25.3M | $28.6M | ||
| Q2 25 | $35.8M | $-26.3M | ||
| Q1 25 | $2.3M | $41.4M | ||
| Q4 24 | $1.1M | $26.8M | ||
| Q3 24 | $29.5M | $64.0M | ||
| Q2 24 | $7.2M | $26.1M |
| Q1 26 | — | -7.8% | ||
| Q4 25 | 0.2% | -8.7% | ||
| Q3 25 | 6.3% | 3.7% | ||
| Q2 25 | 8.9% | -3.5% | ||
| Q1 25 | 0.6% | 5.9% | ||
| Q4 24 | 0.2% | 4.0% | ||
| Q3 24 | 6.4% | 9.2% | ||
| Q2 24 | 1.6% | 3.9% |
| Q1 26 | — | 26.0% | ||
| Q4 25 | 2.7% | 40.9% | ||
| Q3 25 | 1.9% | 28.4% | ||
| Q2 25 | 2.2% | 29.2% | ||
| Q1 25 | 2.2% | 20.2% | ||
| Q4 24 | 2.4% | 20.6% | ||
| Q3 24 | 2.5% | 12.6% | ||
| Q2 24 | 8.0% | 21.6% |
| Q1 26 | — | 2.26× | ||
| Q4 25 | 1.83× | 1.95× | ||
| Q3 25 | 2.27× | 2.45× | ||
| Q2 25 | 1.75× | 2.71× | ||
| Q1 25 | 0.66× | 2.41× | ||
| Q4 24 | 0.43× | 4.39× | ||
| Q3 24 | 1.38× | 3.65× | ||
| Q2 24 | 1.62× | 3.23× |
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% |
LTH
| Center revenue | $767.6M | 97% |
| Other revenue | $21.1M | 3% |
