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AMERICAN WOODMARK CORP（AMWD）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
Cloudflare, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.6倍（$614.5M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -2.0%，领先3.5%），Cloudflare, Inc.同比增速更快（33.6% vs -12.8%），Cloudflare, Inc.自由现金流更多（$105.2M vs $638.0K），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% 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。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
AMWD vs NET — 直观对比
营收规模更大
NET
是对方的1.6倍
$394.6M
营收增速更快
NET
高出46.4%
-12.8%
净利率更高
AMWD
高出3.5%
-2.0%
自由现金流更多
NET
多$104.6M
$638.0K
两年增速更快
NET
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $614.5M |
| 净利润 | $6.1M | $-12.1M |
| 毛利率 | 15.2% | 73.6% |
| 营业利润率 | 3.1% | -8.0% |
| 净利率 | 1.5% | -2.0% |
| 营收同比 | -12.8% | 33.6% |
| 净利润同比 | -78.0% | 6.0% |
| 每股收益（稀释后） | $0.42 | $-0.03 |
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AMWDNET
| Q4 25 | $394.6M | $614.5M | ||
| Q3 25 | $403.0M | $562.0M | ||
| Q2 25 | $400.4M | $512.3M | ||
| Q1 25 | $397.6M | $479.1M | ||
| Q4 24 | $452.5M | $459.9M | ||
| Q3 24 | $459.1M | $430.1M | ||
| Q2 24 | $453.3M | $401.0M | ||
| Q1 24 | $422.1M | $378.6M |
净利润AMWDNET
| Q4 25 | $6.1M | $-12.1M | ||
| Q3 25 | $14.6M | $-1.3M | ||
| Q2 25 | $25.6M | $-50.4M | ||
| Q1 25 | $16.6M | $-38.5M | ||
| Q4 24 | $27.7M | $-12.8M | ||
| Q3 24 | $29.6M | $-15.3M | ||
| Q2 24 | $26.8M | $-15.1M | ||
| Q1 24 | $21.2M | $-35.5M |
毛利率AMWDNET
| Q4 25 | 15.2% | 73.6% | ||
| Q3 25 | 16.7% | 74.0% | ||
| Q2 25 | 17.0% | 74.9% | ||
| Q1 25 | 15.0% | 75.9% | ||
| Q4 24 | 18.9% | 76.4% | ||
| Q3 24 | 20.2% | 77.7% | ||
| Q2 24 | 18.6% | 77.8% | ||
| Q1 24 | 19.2% | 77.5% |
营业利润率AMWDNET
| Q4 25 | 3.1% | -8.0% | ||
| Q3 25 | 5.0% | -6.7% | ||
| Q2 25 | 7.4% | -13.1% | ||
| Q1 25 | 5.3% | -11.1% | ||
| Q4 24 | 9.4% | -7.5% | ||
| Q3 24 | 10.2% | -7.2% | ||
| Q2 24 | 8.4% | -8.7% | ||
| Q1 24 | 6.6% | -14.4% |
净利率AMWDNET
| Q4 25 | 1.5% | -2.0% | ||
| Q3 25 | 3.6% | -0.2% | ||
| Q2 25 | 6.4% | -9.8% | ||
| Q1 25 | 4.2% | -8.0% | ||
| Q4 24 | 6.1% | -2.8% | ||
| Q3 24 | 6.5% | -3.6% | ||
| Q2 24 | 5.9% | -3.8% | ||
| Q1 24 | 5.0% | -9.4% |
每股收益（稀释后）AMWDNET
| Q4 25 | $0.42 | $-0.03 | ||
| Q3 25 | $1.00 | $0.00 | ||
| Q2 25 | $1.73 | $-0.15 | ||
| Q1 25 | $1.09 | $-0.11 | ||
| Q4 24 | $1.79 | $-0.05 | ||
| Q3 24 | $1.89 | $-0.04 | ||
| Q2 24 | $1.70 | $-0.04 | ||
| Q1 24 | $1.32 | $-0.10 |
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 | $943.5M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.5B |
| 总资产 | $1.6B | $6.0B |
| 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AMWDNET
| Q4 25 | $52.1M | $943.5M | ||
| Q3 25 | $54.9M | $1.1B | ||
| Q2 25 | $48.2M | $1.5B | ||
| Q1 25 | $43.5M | $204.5M | ||
| Q4 24 | $56.7M | $147.7M | ||
| Q3 24 | $89.3M | $182.9M | ||
| Q2 24 | $87.4M | $157.0M | ||
| Q1 24 | $97.8M | $254.4M |
总债务AMWDNET
| 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AMWDNET
| Q4 25 | $928.2M | $1.5B | ||
| Q3 25 | $920.3M | $1.3B | ||
| Q2 25 | $916.0M | $1.2B | ||
| Q1 25 | $919.6M | $1.4B | ||
| Q4 24 | $915.1M | $1.0B | ||
| Q3 24 | $913.8M | $973.1M | ||
| Q2 24 | $910.4M | $881.5M | ||
| Q1 24 | $896.9M | $797.2M |
总资产AMWDNET
| Q4 25 | $1.6B | $6.0B | ||
| Q3 25 | $1.6B | $5.8B | ||
| Q2 25 | $1.6B | $5.6B | ||
| Q1 25 | $1.6B | $3.7B | ||
| Q4 24 | $1.6B | $3.3B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | $1.6B | $2.8B |
负债/权益比AMWDNET
| 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 | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $105.2M |
| 自由现金流率自由现金流/营收 | 0.2% | 17.1% |
| 资本支出强度资本支出/营收 | 2.7% | 13.9% |
| 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 | $287.5M |
8季度趋势，按日历期对齐
经营现金流AMWDNET
| Q4 25 | $11.2M | $190.4M | ||
| Q3 25 | $33.1M | $167.1M | ||
| Q2 25 | $44.8M | $99.8M | ||
| Q1 25 | $11.0M | $145.8M | ||
| Q4 24 | $11.9M | $127.3M | ||
| Q3 24 | $40.8M | $104.7M | ||
| Q2 24 | $43.3M | $74.8M | ||
| Q1 24 | $43.7M | $73.6M |
自由现金流AMWDNET
| Q4 25 | $638.0K | $105.2M | ||
| Q3 25 | $25.3M | $82.5M | ||
| Q2 25 | $35.8M | $39.9M | ||
| Q1 25 | $2.3M | $59.9M | ||
| Q4 24 | $1.1M | $54.2M | ||
| Q3 24 | $29.5M | $54.5M | ||
| Q2 24 | $7.2M | $45.2M | ||
| Q1 24 | $22.1M | $41.5M |
自由现金流率AMWDNET
| Q4 25 | 0.2% | 17.1% | ||
| Q3 25 | 6.3% | 14.7% | ||
| Q2 25 | 8.9% | 7.8% | ||
| Q1 25 | 0.6% | 12.5% | ||
| Q4 24 | 0.2% | 11.8% | ||
| Q3 24 | 6.4% | 12.7% | ||
| Q2 24 | 1.6% | 11.3% | ||
| Q1 24 | 5.2% | 11.0% |
资本支出强度AMWDNET
| Q4 25 | 2.7% | 13.9% | ||
| Q3 25 | 1.9% | 15.1% | ||
| Q2 25 | 2.2% | 11.7% | ||
| Q1 25 | 2.2% | 17.9% | ||
| Q4 24 | 2.4% | 15.9% | ||
| Q3 24 | 2.5% | 11.7% | ||
| Q2 24 | 8.0% | 7.4% | ||
| Q1 24 | 5.1% | 8.5% |
现金转化率AMWDNET
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| 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% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
