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AMERICAN WOODMARK CORP（AMWD）与Dave & Buster's Entertainment, Inc.（PLAY）财务数据对比。点击上方公司名可切换其他公司
Dave & Buster's Entertainment, Inc.的季度营收约是AMERICAN WOODMARK CORP的1.1倍（$448.2M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -9.4%，领先10.9%），Dave & Buster's Entertainment, Inc.同比增速更快（-1.1% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-20.6M），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -13.5%）
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。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
AMWD vs PLAY — 直观对比
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $448.2M |
| 净利润 | $6.1M | $-42.1M |
| 毛利率 | 15.2% | 85.8% |
| 营业利润率 | 3.1% | -3.6% |
| 净利率 | 1.5% | -9.4% |
| 营收同比 | -12.8% | -1.1% |
| 净利润同比 | -78.0% | -28.7% |
| 每股收益（稀释后） | $0.42 | $-1.22 |
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 | $448.2M | ||
| Q3 25 | $403.0M | $557.4M | ||
| Q2 25 | $400.4M | $567.7M | ||
| Q1 25 | $397.6M | $534.5M | ||
| Q4 24 | $452.5M | $453.0M | ||
| Q3 24 | $459.1M | $557.1M | ||
| Q2 24 | $453.3M | $588.1M | ||
| Q1 24 | $422.1M | $599.0M |
| Q4 25 | $6.1M | $-42.1M | ||
| Q3 25 | $14.6M | $11.4M | ||
| Q2 25 | $25.6M | $21.7M | ||
| Q1 25 | $16.6M | $9.3M | ||
| Q4 24 | $27.7M | $-32.7M | ||
| Q3 24 | $29.6M | $40.3M | ||
| Q2 24 | $26.8M | $41.4M | ||
| Q1 24 | $21.2M | $36.1M |
| Q4 25 | 15.2% | 85.8% | ||
| Q3 25 | 16.7% | 86.3% | ||
| Q2 25 | 17.0% | 85.5% | ||
| Q1 25 | 15.0% | 85.5% | ||
| Q4 24 | 18.9% | 85.0% | ||
| Q3 24 | 20.2% | 85.3% | ||
| Q2 24 | 18.6% | 85.2% | ||
| Q1 24 | 19.2% | 84.1% |
| Q4 25 | 3.1% | -3.6% | ||
| Q3 25 | 5.0% | 9.5% | ||
| Q2 25 | 7.4% | 11.1% | ||
| Q1 25 | 5.3% | 8.3% | ||
| Q4 24 | 9.4% | 1.4% | ||
| Q3 24 | 10.2% | 15.2% | ||
| Q2 24 | 8.4% | 14.5% | ||
| Q1 24 | 6.6% | 14.9% |
| Q4 25 | 1.5% | -9.4% | ||
| Q3 25 | 3.6% | 2.0% | ||
| Q2 25 | 6.4% | 3.8% | ||
| Q1 25 | 4.2% | 1.7% | ||
| Q4 24 | 6.1% | -7.2% | ||
| Q3 24 | 6.5% | 7.2% | ||
| Q2 24 | 5.9% | 7.0% | ||
| Q1 24 | 5.0% | 6.0% |
| Q4 25 | $0.42 | $-1.22 | ||
| Q3 25 | $1.00 | $0.32 | ||
| Q2 25 | $1.73 | $0.62 | ||
| Q1 25 | $1.09 | $0.32 | ||
| Q4 24 | $1.79 | $-0.84 | ||
| Q3 24 | $1.89 | $0.99 | ||
| Q2 24 | $1.70 | $0.99 | ||
| Q1 24 | $1.32 | $0.95 |
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 | $13.6M |
| 总债务越低越好 | $363.3M | $1.6B |
| 股东权益账面价值 | $928.2M | $130.8M |
| 总资产 | $1.6B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.39× | 12.17× |
8季度趋势，按日历期对齐
| Q4 25 | $52.1M | $13.6M | ||
| Q3 25 | $54.9M | $12.0M | ||
| Q2 25 | $48.2M | $11.9M | ||
| Q1 25 | $43.5M | $6.9M | ||
| Q4 24 | $56.7M | $8.6M | ||
| Q3 24 | $89.3M | $13.1M | ||
| Q2 24 | $87.4M | $32.1M | ||
| Q1 24 | $97.8M | $37.3M |
| Q4 25 | $363.3M | $1.6B | ||
| Q3 25 | $364.8M | $1.6B | ||
| Q2 25 | $365.8M | $1.6B | ||
| Q1 25 | $367.3M | $1.5B | ||
| Q4 24 | $368.0M | $1.5B | ||
| Q3 24 | $372.2M | $1.3B | ||
| Q2 24 | $371.8M | $1.3B | ||
| Q1 24 | $371.3M | $1.3B |
| Q4 25 | $928.2M | $130.8M | ||
| Q3 25 | $920.3M | $166.2M | ||
| Q2 25 | $916.0M | $146.8M | ||
| Q1 25 | $919.6M | $145.8M | ||
| Q4 24 | $915.1M | $226.6M | ||
| Q3 24 | $913.8M | $284.4M | ||
| Q2 24 | $910.4M | $292.5M | ||
| Q1 24 | $896.9M | $251.2M |
| Q4 25 | $1.6B | $4.1B | ||
| Q3 25 | $1.6B | $4.1B | ||
| Q2 25 | $1.6B | $4.1B | ||
| Q1 25 | $1.6B | $4.0B | ||
| Q4 24 | $1.6B | $3.9B | ||
| Q3 24 | $1.6B | $3.8B | ||
| Q2 24 | $1.6B | $3.8B | ||
| Q1 24 | $1.6B | $3.8B |
| Q4 25 | 0.39× | 12.17× | ||
| Q3 25 | 0.40× | 9.57× | ||
| Q2 25 | 0.40× | 10.98× | ||
| Q1 25 | 0.40× | 10.45× | ||
| Q4 24 | 0.40× | 6.58× | ||
| Q3 24 | 0.41× | 4.72× | ||
| Q2 24 | 0.41× | 4.58× | ||
| Q1 24 | 0.41× | 5.33× |
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 | $58.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-20.6M |
| 自由现金流率自由现金流/营收 | 0.2% | -4.6% |
| 资本支出强度资本支出/营收 | 2.7% | 17.5% |
| 现金转化率经营现金流/净利润 | 1.83× | — |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-195.6M |
8季度趋势，按日历期对齐
| Q4 25 | $11.2M | $58.0M | ||
| Q3 25 | $33.1M | $34.0M | ||
| Q2 25 | $44.8M | $95.8M | ||
| Q1 25 | $11.0M | $108.9M | ||
| Q4 24 | $11.9M | $-7.2M | ||
| Q3 24 | $40.8M | $101.8M | ||
| Q2 24 | $43.3M | $108.8M | ||
| Q1 24 | $43.7M | $97.2M |
| Q4 25 | $638.0K | $-20.6M | ||
| Q3 25 | $25.3M | $-55.2M | ||
| Q2 25 | $35.8M | $-58.8M | ||
| Q1 25 | $2.3M | $-61.0M | ||
| Q4 24 | $1.1M | $-138.4M | ||
| Q3 24 | $29.5M | $-14.3M | ||
| Q2 24 | $7.2M | $-4.2M | ||
| Q1 24 | $22.1M | $-25.4M |
| Q4 25 | 0.2% | -4.6% | ||
| Q3 25 | 6.3% | -9.9% | ||
| Q2 25 | 8.9% | -10.4% | ||
| Q1 25 | 0.6% | -11.4% | ||
| Q4 24 | 0.2% | -30.6% | ||
| Q3 24 | 6.4% | -2.6% | ||
| Q2 24 | 1.6% | -0.7% | ||
| Q1 24 | 5.2% | -4.2% |
| Q4 25 | 2.7% | 17.5% | ||
| Q3 25 | 1.9% | 16.0% | ||
| Q2 25 | 2.2% | 27.2% | ||
| Q1 25 | 2.2% | 31.8% | ||
| Q4 24 | 2.4% | 29.0% | ||
| Q3 24 | 2.5% | 20.8% | ||
| Q2 24 | 8.0% | 19.2% | ||
| Q1 24 | 5.1% | 20.5% |
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 2.98× | ||
| Q2 25 | 1.75× | 4.41× | ||
| Q1 25 | 0.66× | 11.71× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 2.53× | ||
| Q2 24 | 1.62× | 2.63× | ||
| Q1 24 | 2.06× | 2.69× |
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% |
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
