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AMERICAN WOODMARK CORP（AMWD）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.5倍（$394.6M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 1.5%，领先16.4%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -12.8%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $638.0K），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
AMWD vs MTSI — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $271.6M |
| 净利润 | $6.1M | $48.8M |
| 毛利率 | 15.2% | 55.9% |
| 营业利润率 | 3.1% | 15.9% |
| 净利率 | 1.5% | 18.0% |
| 营收同比 | -12.8% | 24.5% |
| 净利润同比 | -78.0% | 129.1% |
| 每股收益（稀释后） | $0.42 | $0.64 |
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 | — | $271.6M | ||
| Q4 25 | $394.6M | $261.2M | ||
| Q3 25 | $403.0M | $252.1M | ||
| Q2 25 | $400.4M | $235.9M | ||
| Q1 25 | $397.6M | $218.1M | ||
| Q4 24 | $452.5M | — | ||
| Q3 24 | $459.1M | $200.7M | ||
| Q2 24 | $453.3M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $6.1M | $45.1M | ||
| Q3 25 | $14.6M | $36.5M | ||
| Q2 25 | $25.6M | $31.7M | ||
| Q1 25 | $16.6M | $-167.5M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $29.4M | ||
| Q2 24 | $26.8M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 15.2% | 54.5% | ||
| Q3 25 | 16.7% | 55.3% | ||
| Q2 25 | 17.0% | 55.2% | ||
| Q1 25 | 15.0% | 53.7% | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | 54.7% | ||
| Q2 24 | 18.6% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 3.1% | 15.2% | ||
| Q3 25 | 5.0% | 14.9% | ||
| Q2 25 | 7.4% | 14.8% | ||
| Q1 25 | 5.3% | 8.0% | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | 13.7% | ||
| Q2 24 | 8.4% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 1.5% | 17.3% | ||
| Q3 25 | 3.6% | 14.5% | ||
| Q2 25 | 6.4% | 13.4% | ||
| Q1 25 | 4.2% | -76.8% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | 14.7% | ||
| Q2 24 | 5.9% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.42 | $0.67 | ||
| Q3 25 | $1.00 | $0.48 | ||
| Q2 25 | $1.73 | $0.42 | ||
| Q1 25 | $1.09 | $-2.30 | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | $0.40 | ||
| Q2 24 | $1.70 | $0.27 |
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 | $768.5M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.4B |
| 总资产 | $1.6B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $52.1M | $786.0M | ||
| Q3 25 | $54.9M | $735.2M | ||
| Q2 25 | $48.2M | $681.5M | ||
| Q1 25 | $43.5M | $656.5M | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | $581.9M | ||
| Q2 24 | $87.4M | $521.5M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.4B | ||
| Q4 25 | $928.2M | $1.3B | ||
| Q3 25 | $920.3M | $1.3B | ||
| Q2 25 | $916.0M | $1.2B | ||
| Q1 25 | $919.6M | $1.2B | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | $1.1B | ||
| Q2 24 | $910.4M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.6B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $30.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 11.0% |
| 资本支出强度资本支出/营收 | 2.7% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.83× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $11.2M | $69.6M | ||
| Q3 25 | $33.1M | $60.4M | ||
| Q2 25 | $44.8M | $38.7M | ||
| Q1 25 | $11.0M | $66.7M | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | $62.3M | ||
| Q2 24 | $43.3M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $638.0K | $49.4M | ||
| Q3 25 | $25.3M | $51.6M | ||
| Q2 25 | $35.8M | $30.5M | ||
| Q1 25 | $2.3M | $61.3M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | $57.1M | ||
| Q2 24 | $7.2M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 0.2% | 18.9% | ||
| Q3 25 | 6.3% | 20.5% | ||
| Q2 25 | 8.9% | 12.9% | ||
| Q1 25 | 0.6% | 28.1% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | 28.5% | ||
| Q2 24 | 1.6% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 2.7% | 7.7% | ||
| Q3 25 | 1.9% | 3.5% | ||
| Q2 25 | 2.2% | 3.5% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | 2.6% | ||
| Q2 24 | 8.0% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 1.83× | 1.54× | ||
| Q3 25 | 2.27× | 1.65× | ||
| Q2 25 | 1.75× | 1.22× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 2.12× | ||
| Q2 24 | 1.62× | 2.46× |
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% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
