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AMERICAN WOODMARK CORP（AMWD）与MONRO, INC.（MNRO）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MONRO, INC.的1.3倍（$394.6M vs $293.4M），MONRO, INC.净利率更高（3.8% vs 1.5%，领先2.3%），MONRO, INC.同比增速更快（-4.0% vs -12.8%），MONRO, INC.自由现金流更多（$9.1M vs $638.0K），过去两年MONRO, INC.的营收复合增速更高（-2.7% 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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
AMWD vs MNRO — 直观对比
营收规模更大
AMWD
是对方的1.3倍
$293.4M
营收增速更快
MNRO
高出8.7%
-12.8%
净利率更高
MNRO
高出2.3%
1.5%
自由现金流更多
MNRO
多$8.5M
$638.0K
两年增速更快
MNRO
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $293.4M |
| 净利润 | $6.1M | $11.1M |
| 毛利率 | 15.2% | 34.9% |
| 营业利润率 | 3.1% | 6.3% |
| 净利率 | 1.5% | 3.8% |
| 营收同比 | -12.8% | -4.0% |
| 净利润同比 | -78.0% | 143.1% |
| 每股收益（稀释后） | $0.42 | $0.35 |
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AMWDMNRO
| Q4 25 | $394.6M | $293.4M | ||
| Q3 25 | $403.0M | $288.9M | ||
| Q2 25 | $400.4M | $301.0M | ||
| Q1 25 | $397.6M | $295.0M | ||
| Q4 24 | $452.5M | $305.8M | ||
| Q3 24 | $459.1M | $301.4M | ||
| Q2 24 | $453.3M | $293.2M | ||
| Q1 24 | $422.1M | $310.1M |
净利润AMWDMNRO
| Q4 25 | $6.1M | $11.1M | ||
| Q3 25 | $14.6M | $5.7M | ||
| Q2 25 | $25.6M | $-8.1M | ||
| Q1 25 | $16.6M | $-21.3M | ||
| Q4 24 | $27.7M | $4.6M | ||
| Q3 24 | $29.6M | $5.6M | ||
| Q2 24 | $26.8M | $5.9M | ||
| Q1 24 | $21.2M | $3.7M |
毛利率AMWDMNRO
| Q4 25 | 15.2% | 34.9% | ||
| Q3 25 | 16.7% | 35.7% | ||
| Q2 25 | 17.0% | 35.5% | ||
| Q1 25 | 15.0% | 33.0% | ||
| Q4 24 | 18.9% | 34.3% | ||
| Q3 24 | 20.2% | 35.3% | ||
| Q2 24 | 18.6% | 37.2% | ||
| Q1 24 | 19.2% | 35.5% |
营业利润率AMWDMNRO
| Q4 25 | 3.1% | 6.3% | ||
| Q3 25 | 5.0% | 4.4% | ||
| Q2 25 | 7.4% | -2.0% | ||
| Q1 25 | 5.3% | -8.1% | ||
| Q4 24 | 9.4% | 3.3% | ||
| Q3 24 | 10.2% | 4.4% | ||
| Q2 24 | 8.4% | 4.5% | ||
| Q1 24 | 6.6% | 3.3% |
净利率AMWDMNRO
| Q4 25 | 1.5% | 3.8% | ||
| Q3 25 | 3.6% | 2.0% | ||
| Q2 25 | 6.4% | -2.7% | ||
| Q1 25 | 4.2% | -7.2% | ||
| Q4 24 | 6.1% | 1.5% | ||
| Q3 24 | 6.5% | 1.9% | ||
| Q2 24 | 5.9% | 2.0% | ||
| Q1 24 | 5.0% | 1.2% |
每股收益（稀释后）AMWDMNRO
| Q4 25 | $0.42 | $0.35 | ||
| Q3 25 | $1.00 | $0.18 | ||
| Q2 25 | $1.73 | $-0.28 | ||
| Q1 25 | $1.09 | $-0.74 | ||
| Q4 24 | $1.79 | $0.15 | ||
| Q3 24 | $1.89 | $0.18 | ||
| Q2 24 | $1.70 | $0.19 | ||
| Q1 24 | $1.32 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | $363.3M | $45.0M |
| 股东权益账面价值 | $928.2M | $604.9M |
| 总资产 | $1.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资AMWDMNRO
| Q4 25 | $52.1M | $4.9M | ||
| Q3 25 | $54.9M | $10.5M | ||
| Q2 25 | $48.2M | $7.8M | ||
| Q1 25 | $43.5M | $20.8M | ||
| Q4 24 | $56.7M | $10.2M | ||
| Q3 24 | $89.3M | $20.9M | ||
| Q2 24 | $87.4M | $18.7M | ||
| Q1 24 | $97.8M | $6.6M |
总债务AMWDMNRO
| Q4 25 | $363.3M | $45.0M | ||
| Q3 25 | $364.8M | $60.0M | ||
| Q2 25 | $365.8M | $71.5M | ||
| Q1 25 | $367.3M | $61.3M | ||
| Q4 24 | $368.0M | $59.3M | ||
| Q3 24 | $372.2M | $62.0M | ||
| Q2 24 | $371.8M | $112.0M | ||
| Q1 24 | $371.3M | $102.0M |
股东权益AMWDMNRO
| Q4 25 | $928.2M | $604.9M | ||
| Q3 25 | $920.3M | $601.7M | ||
| Q2 25 | $916.0M | $604.9M | ||
| Q1 25 | $919.6M | $620.8M | ||
| Q4 24 | $915.1M | $648.9M | ||
| Q3 24 | $913.8M | $651.9M | ||
| Q2 24 | $910.4M | $654.4M | ||
| Q1 24 | $896.9M | $656.8M |
总资产AMWDMNRO
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.6B | $1.7B | ||
| Q1 24 | $1.6B | $1.7B |
负债/权益比AMWDMNRO
| Q4 25 | 0.39× | 0.07× | ||
| Q3 25 | 0.40× | 0.10× | ||
| Q2 25 | 0.40× | 0.12× | ||
| Q1 25 | 0.40× | 0.10× | ||
| Q4 24 | 0.40× | 0.09× | ||
| Q3 24 | 0.41× | 0.10× | ||
| Q2 24 | 0.41× | 0.17× | ||
| Q1 24 | 0.41× | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $9.1M |
| 自由现金流率自由现金流/营收 | 0.2% | 3.1% |
| 资本支出强度资本支出/营收 | 2.7% | 3.0% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $49.6M |
8季度趋势，按日历期对齐
经营现金流AMWDMNRO
| Q4 25 | $11.2M | $17.8M | ||
| Q3 25 | $33.1M | $32.3M | ||
| Q2 25 | $44.8M | $-1.9M | ||
| Q1 25 | $11.0M | $28.9M | ||
| Q4 24 | $11.9M | $14.8M | ||
| Q3 24 | $40.8M | $62.6M | ||
| Q2 24 | $43.3M | $25.6M | ||
| Q1 24 | $43.7M | $-5.3M |
自由现金流AMWDMNRO
| Q4 25 | $638.0K | $9.1M | ||
| Q3 25 | $25.3M | $26.6M | ||
| Q2 25 | $35.8M | $-9.3M | ||
| Q1 25 | $2.3M | $23.2M | ||
| Q4 24 | $1.1M | $7.9M | ||
| Q3 24 | $29.5M | $57.6M | ||
| Q2 24 | $7.2M | $16.8M | ||
| Q1 24 | $22.1M | $-11.9M |
自由现金流率AMWDMNRO
| Q4 25 | 0.2% | 3.1% | ||
| Q3 25 | 6.3% | 9.2% | ||
| Q2 25 | 8.9% | -3.1% | ||
| Q1 25 | 0.6% | 7.9% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 6.4% | 19.1% | ||
| Q2 24 | 1.6% | 5.7% | ||
| Q1 24 | 5.2% | -3.8% |
资本支出强度AMWDMNRO
| Q4 25 | 2.7% | 3.0% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 2.2% | 2.5% | ||
| Q1 25 | 2.2% | 1.9% | ||
| Q4 24 | 2.4% | 2.2% | ||
| Q3 24 | 2.5% | 1.6% | ||
| Q2 24 | 8.0% | 3.0% | ||
| Q1 24 | 5.1% | 2.1% |
现金转化率AMWDMNRO
| Q4 25 | 1.83× | 1.60× | ||
| Q3 25 | 2.27× | 5.71× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 3.23× | ||
| Q3 24 | 1.38× | 11.08× | ||
| Q2 24 | 1.62× | 4.37× | ||
| Q1 24 | 2.06× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
