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AMERICAN WOODMARK CORP（AMWD）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是迈心诺的1.1倍（$394.6M vs $371.5M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -27.0%，领先28.6%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $638.0K），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
AMWD vs MASI — 直观对比
营收规模更大
AMWD
是对方的1.1倍
$371.5M
营收增速更快
AMWD
高出13.6%
-26.4%
净利率更高
AMWD
高出28.6%
-27.0%
自由现金流更多
MASI
多$50.3M
$638.0K
两年增速更快
AMWD
近两年复合增速
-17.7%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $371.5M |
| 净利润 | $6.1M | $-100.4M |
| 毛利率 | 15.2% | 62.1% |
| 营业利润率 | 3.1% | 22.5% |
| 净利率 | 1.5% | -27.0% |
| 营收同比 | -12.8% | -26.4% |
| 净利润同比 | -78.0% | -1124.5% |
| 每股收益（稀释后） | $0.42 | $-1.84 |
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AMWDMASI
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | $371.5M | ||
| Q2 25 | $400.4M | $370.9M | ||
| Q1 25 | $397.6M | $372.0M | ||
| Q4 24 | $452.5M | $600.7M | ||
| Q3 24 | $459.1M | $504.6M | ||
| Q2 24 | $453.3M | $496.3M | ||
| Q1 24 | $422.1M | $492.8M |
净利润AMWDMASI
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $-100.4M | ||
| Q2 25 | $25.6M | $51.3M | ||
| Q1 25 | $16.6M | $-170.7M | ||
| Q4 24 | $27.7M | $-349.6M | ||
| Q3 24 | $29.6M | $9.8M | ||
| Q2 24 | $26.8M | $16.0M | ||
| Q1 24 | $21.2M | $18.9M |
毛利率AMWDMASI
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | 62.1% | ||
| Q2 25 | 17.0% | 62.9% | ||
| Q1 25 | 15.0% | 62.9% | ||
| Q4 24 | 18.9% | 40.7% | ||
| Q3 24 | 20.2% | 52.2% | ||
| Q2 24 | 18.6% | 51.3% | ||
| Q1 24 | 19.2% | 49.0% |
营业利润率AMWDMASI
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | 22.5% | ||
| Q2 25 | 7.4% | 17.4% | ||
| Q1 25 | 5.3% | 21.0% | ||
| Q4 24 | 9.4% | -59.8% | ||
| Q3 24 | 10.2% | 6.0% | ||
| Q2 24 | 8.4% | 5.7% | ||
| Q1 24 | 6.6% | 6.9% |
净利率AMWDMASI
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | -27.0% | ||
| Q2 25 | 6.4% | 13.8% | ||
| Q1 25 | 4.2% | -45.9% | ||
| Q4 24 | 6.1% | -58.2% | ||
| Q3 24 | 6.5% | 1.9% | ||
| Q2 24 | 5.9% | 3.2% | ||
| Q1 24 | 5.0% | 3.8% |
每股收益（稀释后）AMWDMASI
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | $-1.84 | ||
| Q2 25 | $1.73 | $0.94 | ||
| Q1 25 | $1.09 | $-3.12 | ||
| Q4 24 | $1.79 | $-6.54 | ||
| Q3 24 | $1.89 | $0.18 | ||
| Q2 24 | $1.70 | $0.29 | ||
| Q1 24 | $1.32 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | $363.3M | $559.1M |
| 股东权益账面价值 | $928.2M | $810.0M |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AMWDMASI
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $312.3M | ||
| Q2 25 | $48.2M | $149.6M | ||
| Q1 25 | $43.5M | $130.8M | ||
| Q4 24 | $56.7M | $177.6M | ||
| Q3 24 | $89.3M | $158.5M | ||
| Q2 24 | $87.4M | $129.6M | ||
| Q1 24 | $97.8M | $157.6M |
总债务AMWDMASI
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | $559.1M | ||
| Q2 25 | $365.8M | $613.7M | ||
| Q1 25 | $367.3M | $651.0M | ||
| Q4 24 | $368.0M | $765.2M | ||
| Q3 24 | $372.2M | $772.6M | ||
| Q2 24 | $371.8M | $781.6M | ||
| Q1 24 | $371.3M | $876.0M |
股东权益AMWDMASI
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | $810.0M | ||
| Q2 25 | $916.0M | $1.0B | ||
| Q1 25 | $919.6M | $946.4M | ||
| Q4 24 | $915.1M | $1.1B | ||
| Q3 24 | $913.8M | $1.5B | ||
| Q2 24 | $910.4M | $1.4B | ||
| Q1 24 | $896.9M | $1.4B |
总资产AMWDMASI
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $2.4B | ||
| Q1 25 | $1.6B | $2.3B | ||
| Q4 24 | $1.6B | $2.6B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | $1.6B | $3.0B |
负债/权益比AMWDMASI
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | 0.69× | ||
| Q2 25 | 0.40× | 0.59× | ||
| Q1 25 | 0.40× | 0.69× | ||
| Q4 24 | 0.40× | 0.73× | ||
| Q3 24 | 0.41× | 0.53× | ||
| Q2 24 | 0.41× | 0.57× | ||
| Q1 24 | 0.41× | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $50.9M |
| 自由现金流率自由现金流/营收 | 0.2% | 13.7% |
| 资本支出强度资本支出/营收 | 2.7% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.83× | — |
| 过去12个月自由现金流最近4个季度 | $64.0M | $191.0M |
8季度趋势，按日历期对齐
经营现金流AMWDMASI
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | $56.8M | ||
| Q2 25 | $44.8M | $69.4M | ||
| Q1 25 | $11.0M | $31.1M | ||
| Q4 24 | $11.9M | $50.5M | ||
| Q3 24 | $40.8M | $25.6M | ||
| Q2 24 | $43.3M | $74.5M | ||
| Q1 24 | $43.7M | $45.8M |
自由现金流AMWDMASI
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | $50.9M | ||
| Q2 25 | $35.8M | $65.6M | ||
| Q1 25 | $2.3M | $28.5M | ||
| Q4 24 | $1.1M | $46.0M | ||
| Q3 24 | $29.5M | $16.9M | ||
| Q2 24 | $7.2M | $66.9M | ||
| Q1 24 | $22.1M | $37.6M |
自由现金流率AMWDMASI
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | 13.7% | ||
| Q2 25 | 8.9% | 17.7% | ||
| Q1 25 | 0.6% | 7.7% | ||
| Q4 24 | 0.2% | 7.7% | ||
| Q3 24 | 6.4% | 3.3% | ||
| Q2 24 | 1.6% | 13.5% | ||
| Q1 24 | 5.2% | 7.6% |
资本支出强度AMWDMASI
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | 1.6% | ||
| Q2 25 | 2.2% | 1.0% | ||
| Q1 25 | 2.2% | 0.7% | ||
| Q4 24 | 2.4% | 0.7% | ||
| Q3 24 | 2.5% | 1.7% | ||
| Q2 24 | 8.0% | 1.5% | ||
| Q1 24 | 5.1% | 1.7% |
现金转化率AMWDMASI
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 1.35× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 2.61× | ||
| Q2 24 | 1.62× | 4.66× | ||
| Q1 24 | 2.06× | 2.42× |
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% |
MASI
暂无分部数据
