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AMERICAN WOODMARK CORP（AMWD）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.8倍（$394.6M vs $219.9M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -1.0%，领先2.6%），Orthofix Medical Inc.同比增速更快（2.0% vs -12.8%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $638.0K），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
AMWD vs OFIX — 直观对比
营收规模更大
AMWD
是对方的1.8倍
$219.9M
营收增速更快
OFIX
高出14.8%
-12.8%
净利率更高
AMWD
高出2.6%
-1.0%
自由现金流更多
OFIX
多$16.2M
$638.0K
两年增速更快
OFIX
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $219.9M |
| 净利润 | $6.1M | $-2.2M |
| 毛利率 | 15.2% | 71.1% |
| 营业利润率 | 3.1% | 0.2% |
| 净利率 | 1.5% | -1.0% |
| 营收同比 | -12.8% | 2.0% |
| 净利润同比 | -78.0% | 92.4% |
| 每股收益（稀释后） | $0.42 | $-0.05 |
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AMWDOFIX
| Q4 25 | $394.6M | $219.9M | ||
| Q3 25 | $403.0M | $205.6M | ||
| Q2 25 | $400.4M | $203.1M | ||
| Q1 25 | $397.6M | $193.6M | ||
| Q4 24 | $452.5M | $215.7M | ||
| Q3 24 | $459.1M | $196.6M | ||
| Q2 24 | $453.3M | $198.6M | ||
| Q1 24 | $422.1M | $188.6M |
净利润AMWDOFIX
| Q4 25 | $6.1M | $-2.2M | ||
| Q3 25 | $14.6M | $-22.8M | ||
| Q2 25 | $25.6M | $-14.1M | ||
| Q1 25 | $16.6M | $-53.1M | ||
| Q4 24 | $27.7M | $-29.1M | ||
| Q3 24 | $29.6M | $-27.4M | ||
| Q2 24 | $26.8M | $-33.4M | ||
| Q1 24 | $21.2M | $-36.0M |
毛利率AMWDOFIX
| Q4 25 | 15.2% | 71.1% | ||
| Q3 25 | 16.7% | 72.2% | ||
| Q2 25 | 17.0% | 68.7% | ||
| Q1 25 | 15.0% | 62.8% | ||
| Q4 24 | 18.9% | 69.0% | ||
| Q3 24 | 20.2% | 68.7% | ||
| Q2 24 | 18.6% | 67.8% | ||
| Q1 24 | 19.2% | 67.5% |
营业利润率AMWDOFIX
| Q4 25 | 3.1% | 0.2% | ||
| Q3 25 | 5.0% | -8.3% | ||
| Q2 25 | 7.4% | -7.9% | ||
| Q1 25 | 5.3% | -25.2% | ||
| Q4 24 | 9.4% | -5.3% | ||
| Q3 24 | 10.2% | -9.6% | ||
| Q2 24 | 8.4% | -12.5% | ||
| Q1 24 | 6.6% | -15.6% |
净利率AMWDOFIX
| Q4 25 | 1.5% | -1.0% | ||
| Q3 25 | 3.6% | -11.1% | ||
| Q2 25 | 6.4% | -6.9% | ||
| Q1 25 | 4.2% | -27.4% | ||
| Q4 24 | 6.1% | -13.5% | ||
| Q3 24 | 6.5% | -13.9% | ||
| Q2 24 | 5.9% | -16.8% | ||
| Q1 24 | 5.0% | -19.1% |
每股收益（稀释后）AMWDOFIX
| Q4 25 | $0.42 | $-0.05 | ||
| Q3 25 | $1.00 | $-0.57 | ||
| Q2 25 | $1.73 | $-0.36 | ||
| Q1 25 | $1.09 | $-1.35 | ||
| Q4 24 | $1.79 | $-0.76 | ||
| Q3 24 | $1.89 | $-0.71 | ||
| Q2 24 | $1.70 | $-0.88 | ||
| Q1 24 | $1.32 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $450.0M |
| 总资产 | $1.6B | $850.6M |
| 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AMWDOFIX
| Q4 25 | $52.1M | $82.0M | ||
| Q3 25 | $54.9M | $62.9M | ||
| Q2 25 | $48.2M | $65.6M | ||
| Q1 25 | $43.5M | $58.0M | ||
| Q4 24 | $56.7M | $83.2M | ||
| Q3 24 | $89.3M | $30.1M | ||
| Q2 24 | $87.4M | $26.4M | ||
| Q1 24 | $97.8M | $27.0M |
总债务AMWDOFIX
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | $157.2M | ||
| Q2 25 | $365.8M | $157.0M | ||
| Q1 25 | $367.3M | $156.9M | ||
| Q4 24 | $368.0M | $157.0M | ||
| Q3 24 | $372.2M | $118.5M | ||
| Q2 24 | $371.8M | $118.0M | ||
| Q1 24 | $371.3M | $118.2M |
股东权益AMWDOFIX
| Q4 25 | $928.2M | $450.0M | ||
| Q3 25 | $920.3M | $442.5M | ||
| Q2 25 | $916.0M | $458.3M | ||
| Q1 25 | $919.6M | $458.3M | ||
| Q4 24 | $915.1M | $503.1M | ||
| Q3 24 | $913.8M | $525.9M | ||
| Q2 24 | $910.4M | $546.0M | ||
| Q1 24 | $896.9M | $570.3M |
总资产AMWDOFIX
| Q4 25 | $1.6B | $850.6M | ||
| Q3 25 | $1.6B | $832.6M | ||
| Q2 25 | $1.6B | $837.2M | ||
| Q1 25 | $1.6B | $823.1M | ||
| Q4 24 | $1.6B | $893.3M | ||
| Q3 24 | $1.6B | $867.9M | ||
| Q2 24 | $1.6B | $882.0M | ||
| Q1 24 | $1.6B | $906.0M |
负债/权益比AMWDOFIX
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | 0.36× | ||
| Q2 25 | 0.40× | 0.34× | ||
| Q1 25 | 0.40× | 0.34× | ||
| Q4 24 | 0.40× | 0.31× | ||
| Q3 24 | 0.41× | 0.23× | ||
| Q2 24 | 0.41× | 0.22× | ||
| Q1 24 | 0.41× | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $16.8M |
| 自由现金流率自由现金流/营收 | 0.2% | 7.6% |
| 资本支出强度资本支出/营收 | 2.7% | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
经营现金流AMWDOFIX
| Q4 25 | $11.2M | $27.7M | ||
| Q3 25 | $33.1M | $12.4M | ||
| Q2 25 | $44.8M | $11.6M | ||
| Q1 25 | $11.0M | $-18.4M | ||
| Q4 24 | $11.9M | $23.7M | ||
| Q3 24 | $40.8M | $11.7M | ||
| Q2 24 | $43.3M | $9.0M | ||
| Q1 24 | $43.7M | $-18.6M |
自由现金流AMWDOFIX
| Q4 25 | $638.0K | $16.8M | ||
| Q3 25 | $25.3M | $2.5M | ||
| Q2 25 | $35.8M | $4.5M | ||
| Q1 25 | $2.3M | $-25.1M | ||
| Q4 24 | $1.1M | $15.2M | ||
| Q3 24 | $29.5M | $6.3M | ||
| Q2 24 | $7.2M | $-360.0K | ||
| Q1 24 | $22.1M | $-29.1M |
自由现金流率AMWDOFIX
| Q4 25 | 0.2% | 7.6% | ||
| Q3 25 | 6.3% | 1.2% | ||
| Q2 25 | 8.9% | 2.2% | ||
| Q1 25 | 0.6% | -13.0% | ||
| Q4 24 | 0.2% | 7.0% | ||
| Q3 24 | 6.4% | 3.2% | ||
| Q2 24 | 1.6% | -0.2% | ||
| Q1 24 | 5.2% | -15.4% |
资本支出强度AMWDOFIX
| Q4 25 | 2.7% | 4.9% | ||
| Q3 25 | 1.9% | 4.8% | ||
| Q2 25 | 2.2% | 3.5% | ||
| Q1 25 | 2.2% | 3.5% | ||
| Q4 24 | 2.4% | 4.0% | ||
| Q3 24 | 2.5% | 2.7% | ||
| Q2 24 | 8.0% | 4.7% | ||
| Q1 24 | 5.1% | 5.6% |
现金转化率AMWDOFIX
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
