vs
AMERICAN WOODMARK CORP（AMWD）与ONTO INNOVATION INC.（ONTO）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ONTO INNOVATION INC.的1.8倍（$394.6M vs $218.2M），ONTO INNOVATION INC.净利率更高（12.9% vs 1.5%，领先11.4%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $638.0K），过去两年ONTO INNOVATION INC.的营收复合增速更高（2.6% 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。
Onto Innovation是一家美国半导体企业，2019年由Rudolph Technologies与Nanometrics合并组建，为微电子制造行业提供生产工艺、工艺控制相关设备及配套软件解决方案，是全球半导体制造支撑领域的重要供应商。
AMWD vs ONTO — 直观对比
营收规模更大
AMWD
是对方的1.8倍
$218.2M
营收增速更快
AMWD
高出0.7%
-13.5%
净利率更高
ONTO
高出11.4%
1.5%
自由现金流更多
ONTO
多$81.4M
$638.0K
两年增速更快
ONTO
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $218.2M |
| 净利润 | $6.1M | $28.2M |
| 毛利率 | 15.2% | 50.7% |
| 营业利润率 | 3.1% | 10.9% |
| 净利率 | 1.5% | 12.9% |
| 营收同比 | -12.8% | -13.5% |
| 净利润同比 | -78.0% | -46.8% |
| 每股收益（稀释后） | $0.42 | $0.57 |
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AMWDONTO
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | $218.2M | ||
| Q2 25 | $400.4M | $253.6M | ||
| Q1 25 | $397.6M | $266.6M | ||
| Q4 24 | $452.5M | $263.9M | ||
| Q3 24 | $459.1M | $252.2M | ||
| Q2 24 | $453.3M | $242.3M | ||
| Q1 24 | $422.1M | $228.8M |
净利润AMWDONTO
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $28.2M | ||
| Q2 25 | $25.6M | $33.9M | ||
| Q1 25 | $16.6M | $64.1M | ||
| Q4 24 | $27.7M | $48.8M | ||
| Q3 24 | $29.6M | $53.1M | ||
| Q2 24 | $26.8M | $52.9M | ||
| Q1 24 | $21.2M | $46.9M |
毛利率AMWDONTO
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | 50.7% | ||
| Q2 25 | 17.0% | 48.2% | ||
| Q1 25 | 15.0% | 53.7% | ||
| Q4 24 | 18.9% | 50.2% | ||
| Q3 24 | 20.2% | 54.1% | ||
| Q2 24 | 18.6% | 52.9% | ||
| Q1 24 | 19.2% | 51.7% |
营业利润率AMWDONTO
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | 10.9% | ||
| Q2 25 | 7.4% | 12.7% | ||
| Q1 25 | 5.3% | 23.7% | ||
| Q4 24 | 9.4% | 16.1% | ||
| Q3 24 | 10.2% | 21.0% | ||
| Q2 24 | 8.4% | 20.2% | ||
| Q1 24 | 6.6% | 18.7% |
净利率AMWDONTO
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | 12.9% | ||
| Q2 25 | 6.4% | 13.4% | ||
| Q1 25 | 4.2% | 24.0% | ||
| Q4 24 | 6.1% | 18.5% | ||
| Q3 24 | 6.5% | 21.0% | ||
| Q2 24 | 5.9% | 21.9% | ||
| Q1 24 | 5.0% | 20.5% |
每股收益（稀释后）AMWDONTO
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | $0.57 | ||
| Q2 25 | $1.73 | $0.69 | ||
| Q1 25 | $1.09 | $1.30 | ||
| Q4 24 | $1.79 | $0.98 | ||
| Q3 24 | $1.89 | $1.07 | ||
| Q2 24 | $1.70 | $1.07 | ||
| Q1 24 | $1.32 | $0.94 |
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 | $603.1M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $2.0B |
| 总资产 | $1.6B | $2.2B |
| 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AMWDONTO
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $603.1M | ||
| Q2 25 | $48.2M | $217.5M | ||
| Q1 25 | $43.5M | $203.7M | ||
| Q4 24 | $56.7M | $212.9M | ||
| Q3 24 | $89.3M | $188.7M | ||
| Q2 24 | $87.4M | $172.6M | ||
| Q1 24 | $97.8M | $190.9M |
总债务AMWDONTO
| 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AMWDONTO
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | $2.0B | ||
| Q2 25 | $916.0M | $2.0B | ||
| Q1 25 | $919.6M | $1.9B | ||
| Q4 24 | $915.1M | $1.9B | ||
| Q3 24 | $913.8M | $1.9B | ||
| Q2 24 | $910.4M | $1.8B | ||
| Q1 24 | $896.9M | $1.8B |
总资产AMWDONTO
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $2.0B |
负债/权益比AMWDONTO
| 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 | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $82.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 37.6% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.95× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $261.3M |
8季度趋势，按日历期对齐
经营现金流AMWDONTO
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | $83.4M | ||
| Q2 25 | $44.8M | $57.9M | ||
| Q1 25 | $11.0M | $92.0M | ||
| Q4 24 | $11.9M | $56.0M | ||
| Q3 24 | $40.8M | $67.2M | ||
| Q2 24 | $43.3M | $65.3M | ||
| Q1 24 | $43.7M | $57.1M |
自由现金流AMWDONTO
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | $82.0M | ||
| Q2 25 | $35.8M | $44.2M | ||
| Q1 25 | $2.3M | $83.7M | ||
| Q4 24 | $1.1M | $51.4M | ||
| Q3 24 | $29.5M | $59.2M | ||
| Q2 24 | $7.2M | $53.0M | ||
| Q1 24 | $22.1M | $50.2M |
自由现金流率AMWDONTO
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | 37.6% | ||
| Q2 25 | 8.9% | 17.4% | ||
| Q1 25 | 0.6% | 31.4% | ||
| Q4 24 | 0.2% | 19.5% | ||
| Q3 24 | 6.4% | 23.5% | ||
| Q2 24 | 1.6% | 21.9% | ||
| Q1 24 | 5.2% | 21.9% |
资本支出强度AMWDONTO
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | 0.6% | ||
| Q2 25 | 2.2% | 5.4% | ||
| Q1 25 | 2.2% | 3.1% | ||
| Q4 24 | 2.4% | 1.8% | ||
| Q3 24 | 2.5% | 3.2% | ||
| Q2 24 | 8.0% | 5.1% | ||
| Q1 24 | 5.1% | 3.0% |
现金转化率AMWDONTO
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 2.95× | ||
| Q2 25 | 1.75× | 1.71× | ||
| Q1 25 | 0.66× | 1.44× | ||
| Q4 24 | 0.43× | 1.15× | ||
| Q3 24 | 1.38× | 1.27× | ||
| Q2 24 | 1.62× | 1.23× | ||
| Q1 24 | 2.06× | 1.22× |
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% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
