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AMERICAN WOODMARK CORP（AMWD）与PIPER SANDLER COMPANIES（PIPR）财务数据对比。点击上方公司名可切换其他公司
PIPER SANDLER COMPANIES的季度营收约是AMERICAN WOODMARK CORP的1.7倍（$667.0M vs $394.6M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 1.5%，领先15.5%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs -12.8%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% 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。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
AMWD vs PIPR — 直观对比
营收规模更大
PIPR
是对方的1.7倍
$394.6M
营收增速更快
PIPR
高出50.2%
-12.8%
净利率更高
PIPR
高出15.5%
1.5%
两年增速更快
PIPR
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $667.0M |
| 净利润 | $6.1M | $114.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 28.3% |
| 净利率 | 1.5% | 17.1% |
| 营收同比 | -12.8% | 37.4% |
| 净利润同比 | -78.0% | 65.0% |
| 每股收益（稀释后） | $0.42 | $6.41 |
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AMWDPIPR
| Q4 25 | $394.6M | $667.0M | ||
| Q3 25 | $403.0M | $480.1M | ||
| Q2 25 | $400.4M | $398.6M | ||
| Q1 25 | $397.6M | $358.6M | ||
| Q4 24 | $452.5M | $485.4M | ||
| Q3 24 | $459.1M | $360.9M | ||
| Q2 24 | $453.3M | $340.8M | ||
| Q1 24 | $422.1M | $344.4M |
净利润AMWDPIPR
| Q4 25 | $6.1M | $114.0M | ||
| Q3 25 | $14.6M | $60.3M | ||
| Q2 25 | $25.6M | $42.2M | ||
| Q1 25 | $16.6M | $64.9M | ||
| Q4 24 | $27.7M | $69.1M | ||
| Q3 24 | $29.6M | $34.8M | ||
| Q2 24 | $26.8M | $34.8M | ||
| Q1 24 | $21.2M | $42.5M |
毛利率AMWDPIPR
| 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% | — |
营业利润率AMWDPIPR
| Q4 25 | 3.1% | 28.3% | ||
| Q3 25 | 5.0% | 22.4% | ||
| Q2 25 | 7.4% | 12.3% | ||
| Q1 25 | 5.3% | 8.2% | ||
| Q4 24 | 9.4% | 16.9% | ||
| Q3 24 | 10.2% | 15.4% | ||
| Q2 24 | 8.4% | 8.3% | ||
| Q1 24 | 6.6% | 15.2% |
净利率AMWDPIPR
| Q4 25 | 1.5% | 17.1% | ||
| Q3 25 | 3.6% | 12.6% | ||
| Q2 25 | 6.4% | 10.6% | ||
| Q1 25 | 4.2% | 18.1% | ||
| Q4 24 | 6.1% | 14.2% | ||
| Q3 24 | 6.5% | 9.6% | ||
| Q2 24 | 5.9% | 10.2% | ||
| Q1 24 | 5.0% | 12.3% |
每股收益（稀释后）AMWDPIPR
| Q4 25 | $0.42 | $6.41 | ||
| Q3 25 | $1.00 | $3.38 | ||
| Q2 25 | $1.73 | $2.38 | ||
| Q1 25 | $1.09 | $3.65 | ||
| Q4 24 | $1.79 | $3.88 | ||
| Q3 24 | $1.89 | $1.96 | ||
| Q2 24 | $1.70 | $1.97 | ||
| Q1 24 | $1.32 | $2.43 |
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 | — |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.4B |
| 总资产 | $1.6B | $2.6B |
| 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AMWDPIPR
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — | ||
| Q1 24 | $97.8M | — |
总债务AMWDPIPR
| 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AMWDPIPR
| Q4 25 | $928.2M | $1.4B | ||
| Q3 25 | $920.3M | $1.3B | ||
| Q2 25 | $916.0M | $1.2B | ||
| Q1 25 | $919.6M | $1.2B | ||
| Q4 24 | $915.1M | $1.2B | ||
| Q3 24 | $913.8M | $1.2B | ||
| Q2 24 | $910.4M | $1.1B | ||
| Q1 24 | $896.9M | $1.1B |
总资产AMWDPIPR
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.6B | $1.8B |
负债/权益比AMWDPIPR
| 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 | $729.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 1.83× | 6.40× |
| 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AMWDPIPR
| Q4 25 | $11.2M | $729.8M | ||
| Q3 25 | $33.1M | $31.9M | ||
| Q2 25 | $44.8M | $32.1M | ||
| Q1 25 | $11.0M | $-207.2M | ||
| Q4 24 | $11.9M | $163.8M | ||
| Q3 24 | $40.8M | $80.1M | ||
| Q2 24 | $43.3M | $266.5M | ||
| Q1 24 | $43.7M | $-197.2M |
自由现金流AMWDPIPR
| 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 | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDPIPR
| 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% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDPIPR
| 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% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDPIPR
| Q4 25 | 1.83× | 6.40× | ||
| Q3 25 | 2.27× | 0.53× | ||
| Q2 25 | 1.75× | 0.76× | ||
| Q1 25 | 0.66× | -3.19× | ||
| Q4 24 | 0.43× | 2.37× | ||
| Q3 24 | 1.38× | 2.30× | ||
| Q2 24 | 1.62× | 7.66× | ||
| Q1 24 | 2.06× | -4.64× |
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% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
