vs
AMERICAN WOODMARK CORP（AMWD）与巴诺书店（NE）财务数据对比。点击上方公司名可切换其他公司
巴诺书店的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$764.4M vs $394.6M），巴诺书店净利率更高（11.3% vs 1.5%，领先9.8%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -17.6%），巴诺书店自由现金流更多（$35.4M vs $638.0K），过去两年巴诺书店的营收复合增速更高（9.5% 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。
巴诺书店是美国知名连锁图书零售企业，拥有全美数量最多的实体零售网点，目前在美国境内共运营超过700家线下门店，为消费者提供各类书籍、文创产品及相关文化消费服务。
AMWD vs NE — 直观对比
营收规模更大
NE
是对方的1.9倍
$394.6M
营收增速更快
AMWD
高出4.8%
-17.6%
净利率更高
NE
高出9.8%
1.5%
自由现金流更多
NE
多$34.7M
$638.0K
两年增速更快
NE
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $764.4M |
| 净利润 | $6.1M | $86.6M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 5.6% |
| 净利率 | 1.5% | 11.3% |
| 营收同比 | -12.8% | -17.6% |
| 净利润同比 | -78.0% | -10.4% |
| 每股收益（稀释后） | $0.42 | $0.54 |
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AMWDNE
| Q4 25 | $394.6M | $764.4M | ||
| Q3 25 | $403.0M | $798.0M | ||
| Q2 25 | $400.4M | $848.7M | ||
| Q1 25 | $397.6M | $874.5M | ||
| Q4 24 | $452.5M | $927.3M | ||
| Q3 24 | $459.1M | $800.5M | ||
| Q2 24 | $453.3M | $692.8M | ||
| Q1 24 | $422.1M | $637.1M |
净利润AMWDNE
| Q4 25 | $6.1M | $86.6M | ||
| Q3 25 | $14.6M | $-21.1M | ||
| Q2 25 | $25.6M | $42.9M | ||
| Q1 25 | $16.6M | $108.3M | ||
| Q4 24 | $27.7M | $96.6M | ||
| Q3 24 | $29.6M | $61.2M | ||
| Q2 24 | $26.8M | $195.0M | ||
| Q1 24 | $21.2M | $95.5M |
毛利率AMWDNE
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDNE
| Q4 25 | 3.1% | 5.6% | ||
| Q3 25 | 5.0% | 6.3% | ||
| Q2 25 | 7.4% | 15.9% | ||
| Q1 25 | 5.3% | 21.4% | ||
| Q4 24 | 9.4% | 18.4% | ||
| Q3 24 | 10.2% | 14.4% | ||
| Q2 24 | 8.4% | 30.3% | ||
| Q1 24 | 6.6% | 16.9% |
净利率AMWDNE
| Q4 25 | 1.5% | 11.3% | ||
| Q3 25 | 3.6% | -2.6% | ||
| Q2 25 | 6.4% | 5.1% | ||
| Q1 25 | 4.2% | 12.4% | ||
| Q4 24 | 6.1% | 10.4% | ||
| Q3 24 | 6.5% | 7.6% | ||
| Q2 24 | 5.9% | 28.1% | ||
| Q1 24 | 5.0% | 15.0% |
每股收益（稀释后）AMWDNE
| Q4 25 | $0.42 | $0.54 | ||
| Q3 25 | $1.00 | $-0.13 | ||
| Q2 25 | $1.73 | $0.27 | ||
| Q1 25 | $1.09 | $0.67 | ||
| Q4 24 | $1.79 | $0.56 | ||
| Q3 24 | $1.89 | $0.40 | ||
| Q2 24 | $1.70 | $1.34 | ||
| Q1 24 | $1.32 | $0.66 |
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 | $471.4M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $4.5B |
| 总资产 | $1.6B | $7.5B |
| 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AMWDNE
| Q4 25 | $52.1M | $471.4M | ||
| Q3 25 | $54.9M | $477.9M | ||
| Q2 25 | $48.2M | $338.2M | ||
| Q1 25 | $43.5M | $303.8M | ||
| Q4 24 | $56.7M | $247.3M | ||
| Q3 24 | $89.3M | $391.9M | ||
| Q2 24 | $87.4M | $162.9M | ||
| Q1 24 | $97.8M | $212.5M |
总债务AMWDNE
| 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AMWDNE
| Q4 25 | $928.2M | $4.5B | ||
| Q3 25 | $920.3M | $4.5B | ||
| Q2 25 | $916.0M | $4.6B | ||
| Q1 25 | $919.6M | $4.7B | ||
| Q4 24 | $915.1M | $4.7B | ||
| Q3 24 | $913.8M | $4.7B | ||
| Q2 24 | $910.4M | $4.0B | ||
| Q1 24 | $896.9M | $3.9B |
总资产AMWDNE
| Q4 25 | $1.6B | $7.5B | ||
| Q3 25 | $1.6B | $7.6B | ||
| Q2 25 | $1.6B | $7.7B | ||
| Q1 25 | $1.6B | $7.9B | ||
| Q4 24 | $1.6B | $8.0B | ||
| Q3 24 | $1.6B | $8.0B | ||
| Q2 24 | $1.6B | $5.6B | ||
| Q1 24 | $1.6B | $5.4B |
负债/权益比AMWDNE
| 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 | $187.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $35.4M |
| 自由现金流率自由现金流/营收 | 0.2% | 4.6% |
| 资本支出强度资本支出/营收 | 2.7% | 19.9% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.16× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $432.2M |
8季度趋势，按日历期对齐
经营现金流AMWDNE
| Q4 25 | $11.2M | $187.1M | ||
| Q3 25 | $33.1M | $277.1M | ||
| Q2 25 | $44.8M | $216.4M | ||
| Q1 25 | $11.0M | $271.1M | ||
| Q4 24 | $11.9M | $136.2M | ||
| Q3 24 | $40.8M | $283.8M | ||
| Q2 24 | $43.3M | $106.8M | ||
| Q1 24 | $43.7M | $128.7M |
自由现金流AMWDNE
| Q4 25 | $638.0K | $35.4M | ||
| Q3 25 | $25.3M | $139.5M | ||
| Q2 25 | $35.8M | $99.8M | ||
| Q1 25 | $2.3M | $157.5M | ||
| Q4 24 | $1.1M | $-4.4M | ||
| Q3 24 | $29.5M | $156.8M | ||
| Q2 24 | $7.2M | $-34.3M | ||
| Q1 24 | $22.1M | $-37.9M |
自由现金流率AMWDNE
| Q4 25 | 0.2% | 4.6% | ||
| Q3 25 | 6.3% | 17.5% | ||
| Q2 25 | 8.9% | 11.8% | ||
| Q1 25 | 0.6% | 18.0% | ||
| Q4 24 | 0.2% | -0.5% | ||
| Q3 24 | 6.4% | 19.6% | ||
| Q2 24 | 1.6% | -4.9% | ||
| Q1 24 | 5.2% | -6.0% |
资本支出强度AMWDNE
| Q4 25 | 2.7% | 19.9% | ||
| Q3 25 | 1.9% | 17.3% | ||
| Q2 25 | 2.2% | 13.7% | ||
| Q1 25 | 2.2% | 13.0% | ||
| Q4 24 | 2.4% | 15.2% | ||
| Q3 24 | 2.5% | 15.9% | ||
| Q2 24 | 8.0% | 20.4% | ||
| Q1 24 | 5.1% | 26.2% |
现金转化率AMWDNE
| Q4 25 | 1.83× | 2.16× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 5.05× | ||
| Q1 25 | 0.66× | 2.50× | ||
| Q4 24 | 0.43× | 1.41× | ||
| Q3 24 | 1.38× | 4.64× | ||
| Q2 24 | 1.62× | 0.55× | ||
| Q1 24 | 2.06× | 1.35× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
