vs
AMERICAN WOODMARK CORP（AMWD）与Penguin Solutions, Inc.（PENG）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Penguin Solutions, Inc.的1.2倍（$394.6M vs $343.1M），AMERICAN WOODMARK CORP净利率更高（1.5% vs 1.5%，领先0.0%），Penguin Solutions, Inc.同比增速更快（0.6% vs -12.8%），Penguin Solutions, Inc.自由现金流更多（$28.2M vs $638.0K），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% 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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
AMWD vs PENG — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$343.1M
营收增速更快
PENG
高出13.4%
-12.8%
净利率更高
AMWD
高出0.0%
1.5%
自由现金流更多
PENG
多$27.6M
$638.0K
两年增速更快
PENG
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $343.1M |
| 净利润 | $6.1M | $5.3M |
| 毛利率 | 15.2% | 28.0% |
| 营业利润率 | 3.1% | 5.7% |
| 净利率 | 1.5% | 1.5% |
| 营收同比 | -12.8% | 0.6% |
| 净利润同比 | -78.0% | 1.0% |
| 每股收益（稀释后） | $0.42 | $0.04 |
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AMWDPENG
| Q4 25 | $394.6M | $343.1M | ||
| Q3 25 | $403.0M | $337.9M | ||
| Q2 25 | $400.4M | $324.3M | ||
| Q1 25 | $397.6M | $365.5M | ||
| Q4 24 | $452.5M | $341.1M | ||
| Q3 24 | $459.1M | $284.8M | ||
| Q2 24 | $453.3M | $300.6M | ||
| Q1 24 | $422.1M | — |
净利润AMWDPENG
| Q4 25 | $6.1M | $5.3M | ||
| Q3 25 | $14.6M | $9.4M | ||
| Q2 25 | $25.6M | $2.7M | ||
| Q1 25 | $16.6M | $8.1M | ||
| Q4 24 | $27.7M | $5.2M | ||
| Q3 24 | $29.6M | — | ||
| Q2 24 | $26.8M | $5.6M | ||
| Q1 24 | $21.2M | — |
毛利率AMWDPENG
| Q4 25 | 15.2% | 28.0% | ||
| Q3 25 | 16.7% | 28.6% | ||
| Q2 25 | 17.0% | 29.3% | ||
| Q1 25 | 15.0% | 28.6% | ||
| Q4 24 | 18.9% | 28.7% | ||
| Q3 24 | 20.2% | 28.8% | ||
| Q2 24 | 18.6% | 29.6% | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDPENG
| Q4 25 | 3.1% | 5.7% | ||
| Q3 25 | 5.0% | 3.7% | ||
| Q2 25 | 7.4% | 3.0% | ||
| Q1 25 | 5.3% | 5.1% | ||
| Q4 24 | 9.4% | 5.1% | ||
| Q3 24 | 10.2% | -1.2% | ||
| Q2 24 | 8.4% | 3.8% | ||
| Q1 24 | 6.6% | — |
净利率AMWDPENG
| Q4 25 | 1.5% | 1.5% | ||
| Q3 25 | 3.6% | 2.8% | ||
| Q2 25 | 6.4% | 0.8% | ||
| Q1 25 | 4.2% | 2.2% | ||
| Q4 24 | 6.1% | 1.5% | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 5.9% | 1.9% | ||
| Q1 24 | 5.0% | — |
每股收益（稀释后）AMWDPENG
| Q4 25 | $0.42 | $0.04 | ||
| Q3 25 | $1.00 | $0.10 | ||
| Q2 25 | $1.73 | $-0.01 | ||
| Q1 25 | $1.09 | $0.09 | ||
| Q4 24 | $1.79 | $0.10 | ||
| Q3 24 | $1.89 | — | ||
| Q2 24 | $1.70 | $0.10 | ||
| Q1 24 | $1.32 | — |
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 | $461.5M |
| 总债务越低越好 | $363.3M | $462.3M |
| 股东权益账面价值 | $928.2M | $389.7M |
| 总资产 | $1.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资AMWDPENG
| Q4 25 | $52.1M | $461.5M | ||
| Q3 25 | $54.9M | $453.8M | ||
| Q2 25 | $48.2M | $735.5M | ||
| Q1 25 | $43.5M | $647.0M | ||
| Q4 24 | $56.7M | $393.7M | ||
| Q3 24 | $89.3M | $389.5M | ||
| Q2 24 | $87.4M | $467.5M | ||
| Q1 24 | $97.8M | — |
总债务AMWDPENG
| Q4 25 | $363.3M | $462.3M | ||
| Q3 25 | $364.8M | $461.8M | ||
| Q2 25 | $365.8M | $659.5M | ||
| Q1 25 | $367.3M | $658.8M | ||
| Q4 24 | $368.0M | $658.1M | ||
| Q3 24 | $372.2M | $657.3M | ||
| Q2 24 | $371.8M | $667.0M | ||
| Q1 24 | $371.3M | — |
股东权益AMWDPENG
| Q4 25 | $928.2M | $389.7M | ||
| Q3 25 | $920.3M | $394.2M | ||
| Q2 25 | $916.0M | $584.8M | ||
| Q1 25 | $919.6M | $602.5M | ||
| Q4 24 | $915.1M | $400.4M | ||
| Q3 24 | $913.8M | $391.4M | ||
| Q2 24 | $910.4M | $423.4M | ||
| Q1 24 | $896.9M | — |
总资产AMWDPENG
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $1.6B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.6B | — |
负债/权益比AMWDPENG
| Q4 25 | 0.39× | 1.19× | ||
| Q3 25 | 0.40× | 1.17× | ||
| Q2 25 | 0.40× | 1.13× | ||
| Q1 25 | 0.40× | 1.09× | ||
| Q4 24 | 0.40× | 1.64× | ||
| Q3 24 | 0.41× | 1.68× | ||
| Q2 24 | 0.41× | 1.58× | ||
| 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 | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $28.2M |
| 自由现金流率自由现金流/营收 | 0.2% | 8.2% |
| 资本支出强度资本支出/营收 | 2.7% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.83× | 5.89× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $116.3M |
8季度趋势，按日历期对齐
经营现金流AMWDPENG
| Q4 25 | $11.2M | $31.1M | ||
| Q3 25 | $33.1M | $-70.4M | ||
| Q2 25 | $44.8M | $92.8M | ||
| Q1 25 | $11.0M | $72.9M | ||
| Q4 24 | $11.9M | $13.8M | ||
| Q3 24 | $40.8M | — | ||
| Q2 24 | $43.3M | $57.9M | ||
| Q1 24 | $43.7M | — |
自由现金流AMWDPENG
| Q4 25 | $638.0K | $28.2M | ||
| Q3 25 | $25.3M | $-73.4M | ||
| Q2 25 | $35.8M | $90.9M | ||
| Q1 25 | $2.3M | $70.5M | ||
| Q4 24 | $1.1M | $12.0M | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | $48.9M | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDPENG
| Q4 25 | 0.2% | 8.2% | ||
| Q3 25 | 6.3% | -21.7% | ||
| Q2 25 | 8.9% | 28.0% | ||
| Q1 25 | 0.6% | 19.3% | ||
| Q4 24 | 0.2% | 3.5% | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | 16.3% | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDPENG
| Q4 25 | 2.7% | 0.8% | ||
| Q3 25 | 1.9% | 0.9% | ||
| Q2 25 | 2.2% | 0.6% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 2.4% | 0.5% | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | 3.0% | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDPENG
| Q4 25 | 1.83× | 5.89× | ||
| Q3 25 | 2.27× | -7.47× | ||
| Q2 25 | 1.75× | 34.88× | ||
| Q1 25 | 0.66× | 9.02× | ||
| Q4 24 | 0.43× | 2.65× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | 10.30× | ||
| 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% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
