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AMERICAN WOODMARK CORP（AMWD）与NORTHERN OIL & GAS, INC.（NOG）财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是AMERICAN WOODMARK CORP的1.5倍（$610.2M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -11.6%，领先13.1%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -72.6%），NORTHERN OIL & GAS, INC.自由现金流更多（$43.2M vs $638.0K），过去两年NORTHERN OIL & GAS, INC.的营收复合增速更高（4.3% 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。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
AMWD vs NOG — 直观对比
营收规模更大
NOG
是对方的1.5倍
$394.6M
营收增速更快
AMWD
高出59.8%
-72.6%
净利率更高
AMWD
高出13.1%
-11.6%
自由现金流更多
NOG
多$42.6M
$638.0K
两年增速更快
NOG
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $610.2M |
| 净利润 | $6.1M | $-70.7M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | — |
| 净利率 | 1.5% | -11.6% |
| 营收同比 | -12.8% | -72.6% |
| 净利润同比 | -78.0% | -198.7% |
| 每股收益（稀释后） | $0.42 | $-0.73 |
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AMWDNOG
| Q1 26 | — | $610.2M | ||
| Q4 25 | $394.6M | $610.2M | ||
| Q3 25 | $403.0M | $556.6M | ||
| Q2 25 | $400.4M | $706.8M | ||
| Q1 25 | $397.6M | $602.1M | ||
| Q4 24 | $452.5M | $515.0M | ||
| Q3 24 | $459.1M | $753.6M | ||
| Q2 24 | $453.3M | $560.8M |
净利润AMWDNOG
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $6.1M | $-70.7M | ||
| Q3 25 | $14.6M | $-129.1M | ||
| Q2 25 | $25.6M | $99.6M | ||
| Q1 25 | $16.6M | $139.0M | ||
| Q4 24 | $27.7M | $71.7M | ||
| Q3 24 | $29.6M | $298.4M | ||
| Q2 24 | $26.8M | $138.6M |
毛利率AMWDNOG
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 80.4% | ||
| Q3 25 | 16.7% | 78.7% | ||
| Q2 25 | 17.0% | 82.8% | ||
| Q1 25 | 15.0% | 81.1% | ||
| Q4 24 | 18.9% | 77.4% | ||
| Q3 24 | 20.2% | 85.8% | ||
| Q2 24 | 18.6% | 82.0% |
营业利润率AMWDNOG
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | -5.5% | ||
| Q3 25 | 5.0% | -22.6% | ||
| Q2 25 | 7.4% | 24.9% | ||
| Q1 25 | 5.3% | 38.1% | ||
| Q4 24 | 9.4% | 25.8% | ||
| Q3 24 | 10.2% | 57.6% | ||
| Q2 24 | 8.4% | 39.0% |
净利率AMWDNOG
| Q1 26 | — | -11.6% | ||
| Q4 25 | 1.5% | -11.6% | ||
| Q3 25 | 3.6% | -23.2% | ||
| Q2 25 | 6.4% | 14.1% | ||
| Q1 25 | 4.2% | 23.1% | ||
| Q4 24 | 6.1% | 13.9% | ||
| Q3 24 | 6.5% | 39.6% | ||
| Q2 24 | 5.9% | 24.7% |
每股收益（稀释后）AMWDNOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $0.42 | $-0.67 | ||
| Q3 25 | $1.00 | $-1.33 | ||
| Q2 25 | $1.73 | $1.00 | ||
| Q1 25 | $1.09 | $1.39 | ||
| Q4 24 | $1.79 | $0.71 | ||
| Q3 24 | $1.89 | $2.96 | ||
| Q2 24 | $1.70 | $1.36 |
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 | $14.3M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $2.1B |
| 总资产 | $1.6B | $5.4B |
| 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AMWDNOG
| Q1 26 | — | $14.3M | ||
| Q4 25 | $52.1M | $14.3M | ||
| Q3 25 | $54.9M | $31.6M | ||
| Q2 25 | $48.2M | $25.9M | ||
| Q1 25 | $43.5M | $33.6M | ||
| Q4 24 | $56.7M | $8.9M | ||
| Q3 24 | $89.3M | $34.4M | ||
| Q2 24 | $87.4M | $7.8M |
总债务AMWDNOG
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | $2.4B | ||
| Q3 25 | $364.8M | $2.3B | ||
| Q2 25 | $365.8M | $2.4B | ||
| Q1 25 | $367.3M | $2.3B | ||
| Q4 24 | $368.0M | $2.4B | ||
| Q3 24 | $372.2M | $2.0B | ||
| Q2 24 | $371.8M | $1.9B |
股东权益AMWDNOG
| Q1 26 | — | $2.1B | ||
| Q4 25 | $928.2M | $2.1B | ||
| Q3 25 | $920.3M | $2.2B | ||
| Q2 25 | $916.0M | $2.4B | ||
| Q1 25 | $919.6M | $2.4B | ||
| Q4 24 | $915.1M | $2.3B | ||
| Q3 24 | $913.8M | $2.3B | ||
| Q2 24 | $910.4M | $2.1B |
总资产AMWDNOG
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.6B | $5.4B | ||
| Q3 25 | $1.6B | $5.5B | ||
| Q2 25 | $1.6B | $5.7B | ||
| Q1 25 | $1.6B | $5.7B | ||
| Q4 24 | $1.6B | $5.6B | ||
| Q3 24 | $1.6B | $5.1B | ||
| Q2 24 | $1.6B | $4.7B |
负债/权益比AMWDNOG
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 1.13× | ||
| Q3 25 | 0.40× | 1.05× | ||
| Q2 25 | 0.40× | 0.98× | ||
| Q1 25 | 0.40× | 0.96× | ||
| Q4 24 | 0.40× | 1.02× | ||
| Q3 24 | 0.41× | 0.84× | ||
| Q2 24 | 0.41× | 0.91× |
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 | $312.6M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $43.2M |
| 自由现金流率自由现金流/营收 | 0.2% | 7.1% |
| 资本支出强度资本支出/营收 | 2.7% | 31.5% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMWDNOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $11.2M | $312.6M | ||
| Q3 25 | $33.1M | $423.1M | ||
| Q2 25 | $44.8M | $362.1M | ||
| Q1 25 | $11.0M | $407.4M | ||
| Q4 24 | $11.9M | $290.3M | ||
| Q3 24 | $40.8M | $385.8M | ||
| Q2 24 | $43.3M | $340.5M |
自由现金流AMWDNOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — |
自由现金流率AMWDNOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — |
资本支出强度AMWDNOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — |
现金转化率AMWDNOG
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 3.64× | ||
| Q1 25 | 0.66× | 2.93× | ||
| Q4 24 | 0.43× | 4.05× | ||
| Q3 24 | 1.38× | 1.29× | ||
| 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% |
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
