vs
AMERICAN WOODMARK CORP（AMWD）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是福尼克斯的1.9倍（$394.6M vs $210.4M），福尼克斯净利率更高（10.9% vs 1.5%，领先9.3%），福尼克斯同比增速更快（-5.5% vs -12.8%），福尼克斯自由现金流更多（$25.2M vs $638.0K），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
AMWD vs PLAB — 直观对比
营收规模更大
AMWD
是对方的1.9倍
$210.4M
营收增速更快
PLAB
高出7.3%
-12.8%
净利率更高
PLAB
高出9.3%
1.5%
自由现金流更多
PLAB
多$24.6M
$638.0K
两年增速更快
AMWD
近两年复合增速
-3.8%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $210.4M |
| 净利润 | $6.1M | $22.9M |
| 毛利率 | 15.2% | 33.7% |
| 营业利润率 | 3.1% | 22.9% |
| 净利率 | 1.5% | 10.9% |
| 营收同比 | -12.8% | -5.5% |
| 净利润同比 | -78.0% | -32.4% |
| 每股收益（稀释后） | $0.42 | $0.39 |
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AMWDPLAB
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | $210.4M | ||
| Q2 25 | $400.4M | $211.0M | ||
| Q1 25 | $397.6M | $212.1M | ||
| Q4 24 | $452.5M | $222.6M | ||
| Q3 24 | $459.1M | $211.0M | ||
| Q2 24 | $453.3M | $217.0M | ||
| Q1 24 | $422.1M | $216.3M |
净利润AMWDPLAB
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $22.9M | ||
| Q2 25 | $25.6M | $8.9M | ||
| Q1 25 | $16.6M | $42.9M | ||
| Q4 24 | $27.7M | $33.9M | ||
| Q3 24 | $29.6M | $34.4M | ||
| Q2 24 | $26.8M | $36.3M | ||
| Q1 24 | $21.2M | $26.2M |
毛利率AMWDPLAB
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | 33.7% | ||
| Q2 25 | 17.0% | 36.9% | ||
| Q1 25 | 15.0% | 35.6% | ||
| Q4 24 | 18.9% | 37.0% | ||
| Q3 24 | 20.2% | 35.6% | ||
| Q2 24 | 18.6% | 36.5% | ||
| Q1 24 | 19.2% | 36.6% |
营业利润率AMWDPLAB
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | 22.9% | ||
| Q2 25 | 7.4% | 26.4% | ||
| Q1 25 | 5.3% | 24.6% | ||
| Q4 24 | 9.4% | 25.1% | ||
| Q3 24 | 10.2% | 24.7% | ||
| Q2 24 | 8.4% | 25.8% | ||
| Q1 24 | 6.6% | 26.6% |
净利率AMWDPLAB
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | 10.9% | ||
| Q2 25 | 6.4% | 4.2% | ||
| Q1 25 | 4.2% | 20.2% | ||
| Q4 24 | 6.1% | 15.2% | ||
| Q3 24 | 6.5% | 16.3% | ||
| Q2 24 | 5.9% | 16.7% | ||
| Q1 24 | 5.0% | 12.1% |
每股收益（稀释后）AMWDPLAB
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | $0.39 | ||
| Q2 25 | $1.73 | $0.15 | ||
| Q1 25 | $1.09 | $0.68 | ||
| Q4 24 | $1.79 | $0.54 | ||
| Q3 24 | $1.89 | $0.55 | ||
| Q2 24 | $1.70 | $0.58 | ||
| Q1 24 | $1.32 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | $363.3M | $16.0K |
| 股东权益账面价值 | $928.2M | $1.1B |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMWDPLAB
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $575.8M | ||
| Q2 25 | $48.2M | $558.4M | ||
| Q1 25 | $43.5M | $642.2M | ||
| Q4 24 | $56.7M | $640.7M | ||
| Q3 24 | $89.3M | $606.4M | ||
| Q2 24 | $87.4M | $559.9M | ||
| Q1 24 | $97.8M | $521.5M |
总债务AMWDPLAB
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | $16.0K | ||
| Q2 25 | $365.8M | $19.0K | ||
| Q1 25 | $367.3M | $21.0K | ||
| Q4 24 | $368.0M | $25.0K | ||
| Q3 24 | $372.2M | $28.0K | ||
| Q2 24 | $371.8M | $2.5M | ||
| Q1 24 | $371.3M | $2.7M |
股东权益AMWDPLAB
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | $1.1B | ||
| Q2 25 | $916.0M | $1.1B | ||
| Q1 25 | $919.6M | $1.1B | ||
| Q4 24 | $915.1M | $1.1B | ||
| Q3 24 | $913.8M | $1.1B | ||
| Q2 24 | $910.4M | $1.0B | ||
| Q1 24 | $896.9M | $1.0B |
总资产AMWDPLAB
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.6B | $1.6B | ||
| Q1 24 | $1.6B | $1.6B |
负债/权益比AMWDPLAB
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | 0.00× | ||
| Q2 25 | 0.40× | 0.00× | ||
| Q1 25 | 0.40× | 0.00× | ||
| Q4 24 | 0.40× | 0.00× | ||
| Q3 24 | 0.41× | 0.00× | ||
| Q2 24 | 0.41× | 0.00× | ||
| Q1 24 | 0.41× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $25.2M |
| 自由现金流率自由现金流/营收 | 0.2% | 12.0% |
| 资本支出强度资本支出/营收 | 2.7% | 11.8% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $64.5M |
8季度趋势，按日历期对齐
经营现金流AMWDPLAB
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | $50.1M | ||
| Q2 25 | $44.8M | $31.5M | ||
| Q1 25 | $11.0M | $78.5M | ||
| Q4 24 | $11.9M | $68.4M | ||
| Q3 24 | $40.8M | $75.1M | ||
| Q2 24 | $43.3M | $76.5M | ||
| Q1 24 | $43.7M | $41.5M |
自由现金流AMWDPLAB
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | $25.2M | ||
| Q2 25 | $35.8M | $-29.1M | ||
| Q1 25 | $2.3M | $43.3M | ||
| Q4 24 | $1.1M | $25.2M | ||
| Q3 24 | $29.5M | $50.7M | ||
| Q2 24 | $7.2M | $56.5M | ||
| Q1 24 | $22.1M | $-1.8M |
自由现金流率AMWDPLAB
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | 12.0% | ||
| Q2 25 | 8.9% | -13.8% | ||
| Q1 25 | 0.6% | 20.4% | ||
| Q4 24 | 0.2% | 11.3% | ||
| Q3 24 | 6.4% | 24.0% | ||
| Q2 24 | 1.6% | 26.0% | ||
| Q1 24 | 5.2% | -0.8% |
资本支出强度AMWDPLAB
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | 11.8% | ||
| Q2 25 | 2.2% | 28.7% | ||
| Q1 25 | 2.2% | 16.6% | ||
| Q4 24 | 2.4% | 19.4% | ||
| Q3 24 | 2.5% | 11.6% | ||
| Q2 24 | 8.0% | 9.2% | ||
| Q1 24 | 5.1% | 20.0% |
现金转化率AMWDPLAB
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 2.19× | ||
| Q2 25 | 1.75× | 3.55× | ||
| Q1 25 | 0.66× | 1.83× | ||
| Q4 24 | 0.43× | 2.02× | ||
| Q3 24 | 1.38× | 2.18× | ||
| Q2 24 | 1.62× | 2.11× | ||
| Q1 24 | 2.06× | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
