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AMERICAN WOODMARK CORP（AMWD）与MongoDB, Inc.（MDB）财务数据对比。点击上方公司名可切换其他公司
MongoDB, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.6倍（$628.3M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -0.3%，领先1.9%），MongoDB, Inc.同比增速更快（18.7% vs -12.8%），MongoDB, Inc.自由现金流更多（$141.8M vs $638.0K），过去两年MongoDB, Inc.的营收复合增速更高（17.1% 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。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
AMWD vs MDB — 直观对比
营收规模更大
MDB
是对方的1.6倍
$394.6M
营收增速更快
MDB
高出31.5%
-12.8%
净利率更高
AMWD
高出1.9%
-0.3%
自由现金流更多
MDB
多$141.2M
$638.0K
两年增速更快
MDB
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $628.3M |
| 净利润 | $6.1M | $-2.0M |
| 毛利率 | 15.2% | 71.5% |
| 营业利润率 | 3.1% | -2.9% |
| 净利率 | 1.5% | -0.3% |
| 营收同比 | -12.8% | 18.7% |
| 净利润同比 | -78.0% | 79.5% |
| 每股收益（稀释后） | $0.42 | — |
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AMWDMDB
| Q4 25 | $394.6M | $628.3M | ||
| Q3 25 | $403.0M | $591.4M | ||
| Q2 25 | $400.4M | $549.0M | ||
| Q1 25 | $397.6M | $548.4M | ||
| Q4 24 | $452.5M | $529.4M | ||
| Q3 24 | $459.1M | $478.1M | ||
| Q2 24 | $453.3M | $450.6M | ||
| Q1 24 | $422.1M | $458.0M |
净利润AMWDMDB
| Q4 25 | $6.1M | $-2.0M | ||
| Q3 25 | $14.6M | $-47.0M | ||
| Q2 25 | $25.6M | $-37.6M | ||
| Q1 25 | $16.6M | $15.8M | ||
| Q4 24 | $27.7M | $-9.8M | ||
| Q3 24 | $29.6M | $-54.5M | ||
| Q2 24 | $26.8M | $-80.6M | ||
| Q1 24 | $21.2M | $-55.5M |
毛利率AMWDMDB
| Q4 25 | 15.2% | 71.5% | ||
| Q3 25 | 16.7% | 71.0% | ||
| Q2 25 | 17.0% | 71.2% | ||
| Q1 25 | 15.0% | 72.8% | ||
| Q4 24 | 18.9% | 74.4% | ||
| Q3 24 | 20.2% | 73.2% | ||
| Q2 24 | 18.6% | 72.8% | ||
| Q1 24 | 19.2% | 75.0% |
营业利润率AMWDMDB
| Q4 25 | 3.1% | -2.9% | ||
| Q3 25 | 5.0% | -11.0% | ||
| Q2 25 | 7.4% | -9.8% | ||
| Q1 25 | 5.3% | -3.4% | ||
| Q4 24 | 9.4% | -5.3% | ||
| Q3 24 | 10.2% | -14.9% | ||
| Q2 24 | 8.4% | -21.8% | ||
| Q1 24 | 6.6% | -15.5% |
净利率AMWDMDB
| Q4 25 | 1.5% | -0.3% | ||
| Q3 25 | 3.6% | -8.0% | ||
| Q2 25 | 6.4% | -6.9% | ||
| Q1 25 | 4.2% | 2.9% | ||
| Q4 24 | 6.1% | -1.8% | ||
| Q3 24 | 6.5% | -11.4% | ||
| Q2 24 | 5.9% | -17.9% | ||
| Q1 24 | 5.0% | -12.1% |
每股收益（稀释后）AMWDMDB
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | — | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | — | ||
| Q2 24 | $1.70 | — | ||
| Q1 24 | $1.32 | — |
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 | $834.1M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $2.9B |
| 总资产 | $1.6B | $3.6B |
| 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AMWDMDB
| Q4 25 | $52.1M | $834.1M | ||
| Q3 25 | $54.9M | $647.1M | ||
| Q2 25 | $48.2M | $657.8M | ||
| Q1 25 | $43.5M | $490.1M | ||
| Q4 24 | $56.7M | $673.1M | ||
| Q3 24 | $89.3M | $1.3B | ||
| Q2 24 | $87.4M | $815.7M | ||
| Q1 24 | $97.8M | $803.0M |
总债务AMWDMDB
| 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AMWDMDB
| Q4 25 | $928.2M | $2.9B | ||
| Q3 25 | $920.3M | $2.9B | ||
| Q2 25 | $916.0M | $3.0B | ||
| Q1 25 | $919.6M | $2.8B | ||
| Q4 24 | $915.1M | $1.5B | ||
| Q3 24 | $913.8M | $1.4B | ||
| Q2 24 | $910.4M | $1.3B | ||
| Q1 24 | $896.9M | $1.1B |
总资产AMWDMDB
| Q4 25 | $1.6B | $3.6B | ||
| Q3 25 | $1.6B | $3.5B | ||
| Q2 25 | $1.6B | $3.6B | ||
| Q1 25 | $1.6B | $3.4B | ||
| Q4 24 | $1.6B | $3.2B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.6B | $3.0B | ||
| Q1 24 | $1.6B | $2.9B |
负债/权益比AMWDMDB
| 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 | $143.5M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $141.8M |
| 自由现金流率自由现金流/营收 | 0.2% | 22.6% |
| 资本支出强度资本支出/营收 | 2.7% | 0.3% |
| 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 | $346.3M |
8季度趋势，按日历期对齐
经营现金流AMWDMDB
| Q4 25 | $11.2M | $143.5M | ||
| Q3 25 | $33.1M | $72.1M | ||
| Q2 25 | $44.8M | $109.9M | ||
| Q1 25 | $11.0M | $50.5M | ||
| Q4 24 | $11.9M | $37.4M | ||
| Q3 24 | $40.8M | $-1.4M | ||
| Q2 24 | $43.3M | $63.6M | ||
| Q1 24 | $43.7M | $54.6M |
自由现金流AMWDMDB
| Q4 25 | $638.0K | $141.8M | ||
| Q3 25 | $25.3M | $71.6M | ||
| Q2 25 | $35.8M | $108.3M | ||
| Q1 25 | $2.3M | $24.6M | ||
| Q4 24 | $1.1M | $35.5M | ||
| Q3 24 | $29.5M | $-2.4M | ||
| Q2 24 | $7.2M | $63.1M | ||
| Q1 24 | $22.1M | $51.9M |
自由现金流率AMWDMDB
| Q4 25 | 0.2% | 22.6% | ||
| Q3 25 | 6.3% | 12.1% | ||
| Q2 25 | 8.9% | 19.7% | ||
| Q1 25 | 0.6% | 4.5% | ||
| Q4 24 | 0.2% | 6.7% | ||
| Q3 24 | 6.4% | -0.5% | ||
| Q2 24 | 1.6% | 14.0% | ||
| Q1 24 | 5.2% | 11.3% |
资本支出强度AMWDMDB
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | 1.9% | 0.1% | ||
| Q2 25 | 2.2% | 0.3% | ||
| Q1 25 | 2.2% | 4.7% | ||
| Q4 24 | 2.4% | 0.4% | ||
| Q3 24 | 2.5% | 0.2% | ||
| Q2 24 | 8.0% | 0.1% | ||
| Q1 24 | 5.1% | 0.6% |
现金转化率AMWDMDB
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | 3.19× | ||
| 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% |
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
