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AMERICAN WOODMARK CORP（AMWD）与PennyMac Financial Services, Inc.（PFSI）财务数据对比。点击上方公司名可切换其他公司
PennyMac Financial Services, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.4倍（$538.0M vs $394.6M），PennyMac Financial Services, Inc.净利率更高（1752.5% vs 1.5%，领先1750.9%），PennyMac Financial Services, Inc.同比增速更快（14.4% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-1.7B），过去两年PennyMac Financial Services, Inc.的营收复合增速更高（32.7% 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。
PennyMac Financial Services是总部位于美国加利福尼亚州西湖村的住宅抵押贷款企业，核心业务涵盖美国抵押贷款的发放、贷后服务，以及抵押贷款市场相关投资管理。公司下设两家子公司，其中PNMAC资本管理有限公司负责运营旗下的抵押贷款不动产投资信托（REIT）PennyMac Mortgage Investment Trust。
AMWD vs PFSI — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $538.0M |
| 净利润 | $6.1M | $106.8M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 25.0% |
| 净利率 | 1.5% | 1752.5% |
| 营收同比 | -12.8% | 14.4% |
| 净利润同比 | -78.0% | 2.2% |
| 每股收益（稀释后） | $0.42 | $1.97 |
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
| Q4 25 | $394.6M | $538.0M | ||
| Q3 25 | $403.0M | $632.9M | ||
| Q2 25 | $400.4M | $444.7M | ||
| Q1 25 | $397.6M | $430.9M | ||
| Q4 24 | $452.5M | $470.1M | ||
| Q3 24 | $459.1M | $411.8M | ||
| Q2 24 | $453.3M | $406.1M | ||
| Q1 24 | $422.1M | $305.7M |
| Q4 25 | $6.1M | $106.8M | ||
| Q3 25 | $14.6M | $181.5M | ||
| Q2 25 | $25.6M | $136.5M | ||
| Q1 25 | $16.6M | $76.3M | ||
| Q4 24 | $27.7M | $104.5M | ||
| Q3 24 | $29.6M | $69.4M | ||
| Q2 24 | $26.8M | $98.3M | ||
| Q1 24 | $21.2M | $39.3M |
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 19.2% | — |
| Q4 25 | 3.1% | 25.0% | ||
| Q3 25 | 5.0% | 37.3% | ||
| Q2 25 | 7.4% | 17.2% | ||
| Q1 25 | 5.3% | 24.2% | ||
| Q4 24 | 9.4% | 27.5% | ||
| Q3 24 | 10.2% | 22.8% | ||
| Q2 24 | 8.4% | 33.0% | ||
| Q1 24 | 6.6% | 14.4% |
| Q4 25 | 1.5% | 1752.5% | ||
| Q3 25 | 3.6% | 28.7% | ||
| Q2 25 | 6.4% | 30.7% | ||
| Q1 25 | 4.2% | 17.7% | ||
| Q4 24 | 6.1% | 2559.8% | ||
| Q3 24 | 6.5% | 16.8% | ||
| Q2 24 | 5.9% | 24.2% | ||
| Q1 24 | 5.0% | 12.9% |
| Q4 25 | $0.42 | $1.97 | ||
| Q3 25 | $1.00 | $3.37 | ||
| Q2 25 | $1.73 | $2.54 | ||
| Q1 25 | $1.09 | $1.42 | ||
| Q4 24 | $1.79 | $1.95 | ||
| Q3 24 | $1.89 | $1.30 | ||
| Q2 24 | $1.70 | $1.85 | ||
| Q1 24 | $1.32 | $0.74 |
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 | $410.0M |
| 总债务越低越好 | $363.3M | $6.2B |
| 股东权益账面价值 | $928.2M | $4.3B |
| 总资产 | $1.6B | $29.4B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.45× |
8季度趋势，按日历期对齐
| Q4 25 | $52.1M | $410.0M | ||
| Q3 25 | $54.9M | $62.2M | ||
| Q2 25 | $48.2M | $462.3M | ||
| Q1 25 | $43.5M | $443.4M | ||
| Q4 24 | $56.7M | $420.6M | ||
| Q3 24 | $89.3M | $667.9M | ||
| Q2 24 | $87.4M | $188.8M | ||
| Q1 24 | $97.8M | $69.0K |
| Q4 25 | $363.3M | $6.2B | ||
| Q3 25 | $364.8M | $6.2B | ||
| Q2 25 | $365.8M | $5.6B | ||
| Q1 25 | $367.3M | $5.8B | ||
| Q4 24 | $368.0M | $5.3B | ||
| Q3 24 | $372.2M | $4.9B | ||
| Q2 24 | $371.8M | $4.9B | ||
| Q1 24 | $371.3M | $4.5B |
| Q4 25 | $928.2M | $4.3B | ||
| Q3 25 | $920.3M | $4.2B | ||
| Q2 25 | $916.0M | $4.0B | ||
| Q1 25 | $919.6M | $3.9B | ||
| Q4 24 | $915.1M | $3.8B | ||
| Q3 24 | $913.8M | $3.7B | ||
| Q2 24 | $910.4M | $3.7B | ||
| Q1 24 | $896.9M | $3.6B |
| Q4 25 | $1.6B | $29.4B | ||
| Q3 25 | $1.6B | $25.4B | ||
| Q2 25 | $1.6B | $24.2B | ||
| Q1 25 | $1.6B | $23.9B | ||
| Q4 24 | $1.6B | $26.1B | ||
| Q3 24 | $1.6B | $22.9B | ||
| Q2 24 | $1.6B | $21.6B | ||
| Q1 24 | $1.6B | $19.8B |
| Q4 25 | 0.39× | 1.45× | ||
| Q3 25 | 0.40× | 1.48× | ||
| Q2 25 | 0.40× | 1.38× | ||
| Q1 25 | 0.40× | 1.48× | ||
| Q4 24 | 0.40× | 1.37× | ||
| Q3 24 | 0.41× | 1.32× | ||
| Q2 24 | 0.41× | 1.35× | ||
| Q1 24 | 0.41× | 1.27× |
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 | $-1.7B |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-1.7B |
| 自由现金流率自由现金流/营收 | 0.2% | -309.3% |
| 资本支出强度资本支出/营收 | 2.7% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.83× | -15.46× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-1.4B |
8季度趋势，按日历期对齐
| Q4 25 | $11.2M | $-1.7B | ||
| Q3 25 | $33.1M | $-697.4M | ||
| Q2 25 | $44.8M | $-131.3M | ||
| Q1 25 | $11.0M | $1.1B | ||
| Q4 24 | $11.9M | $-4.5B | ||
| Q3 24 | $40.8M | $-393.7M | ||
| Q2 24 | $43.3M | $-1.1B | ||
| Q1 24 | $43.7M | $-897.9M |
| Q4 25 | $638.0K | $-1.7B | ||
| Q3 25 | $25.3M | $-699.4M | ||
| Q2 25 | $35.8M | $-132.6M | ||
| Q1 25 | $2.3M | $1.1B | ||
| Q4 24 | $1.1M | $-4.5B | ||
| Q3 24 | $29.5M | $-393.9M | ||
| Q2 24 | $7.2M | $-1.1B | ||
| Q1 24 | $22.1M | $-898.9M |
| Q4 25 | 0.2% | -309.3% | ||
| Q3 25 | 6.3% | -110.5% | ||
| Q2 25 | 8.9% | -29.8% | ||
| Q1 25 | 0.6% | 247.3% | ||
| Q4 24 | 0.2% | -964.7% | ||
| Q3 24 | 6.4% | -95.6% | ||
| Q2 24 | 1.6% | -269.2% | ||
| Q1 24 | 5.2% | -294.1% |
| Q4 25 | 2.7% | 2.2% | ||
| Q3 25 | 1.9% | 0.3% | ||
| Q2 25 | 2.2% | 0.3% | ||
| Q1 25 | 2.2% | 0.1% | ||
| Q4 24 | 2.4% | 0.4% | ||
| Q3 24 | 2.5% | 0.0% | ||
| Q2 24 | 8.0% | 0.1% | ||
| Q1 24 | 5.1% | 0.3% |
| Q4 25 | 1.83× | -15.46× | ||
| Q3 25 | 2.27× | -3.84× | ||
| Q2 25 | 1.75× | -0.96× | ||
| Q1 25 | 0.66× | 13.97× | ||
| Q4 24 | 0.43× | -43.39× | ||
| Q3 24 | 1.38× | -5.68× | ||
| Q2 24 | 1.62× | -11.12× | ||
| Q1 24 | 2.06× | -22.84× |
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% |
PFSI
暂无分部数据
