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AMERICAN WOODMARK CORP（AMWD）与Childrens Place, Inc.（PLCE）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Childrens Place, Inc.的1.2倍（$394.6M vs $339.5M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -1.3%，领先2.8%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -13.0%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-3.4M），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
AMWD vs PLCE — 直观对比
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $339.5M |
| 净利润 | $6.1M | $-4.3M |
| 毛利率 | 15.2% | 33.1% |
| 营业利润率 | 3.1% | 1.1% |
| 净利率 | 1.5% | -1.3% |
| 营收同比 | -12.8% | -13.0% |
| 净利润同比 | -78.0% | -121.5% |
| 每股收益（稀释后） | $0.42 | $-0.19 |
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 | $339.5M | ||
| Q3 25 | $403.0M | $298.0M | ||
| Q2 25 | $400.4M | $242.1M | ||
| Q1 25 | $397.6M | $408.6M | ||
| Q4 24 | $452.5M | $390.2M | ||
| Q3 24 | $459.1M | $319.7M | ||
| Q2 24 | $453.3M | $267.9M | ||
| Q1 24 | $422.1M | $455.0M |
| Q4 25 | $6.1M | $-4.3M | ||
| Q3 25 | $14.6M | $-5.4M | ||
| Q2 25 | $25.6M | $-34.0M | ||
| Q1 25 | $16.6M | $-8.0M | ||
| Q4 24 | $27.7M | $20.1M | ||
| Q3 24 | $29.6M | $-32.1M | ||
| Q2 24 | $26.8M | $-37.8M | ||
| Q1 24 | $21.2M | $-128.8M |
| Q4 25 | 15.2% | 33.1% | ||
| Q3 25 | 16.7% | 34.0% | ||
| Q2 25 | 17.0% | 29.2% | ||
| Q1 25 | 15.0% | 28.5% | ||
| Q4 24 | 18.9% | 35.5% | ||
| Q3 24 | 20.2% | 35.0% | ||
| Q2 24 | 18.6% | 34.6% | ||
| Q1 24 | 19.2% | 21.8% |
| Q4 25 | 3.1% | 1.1% | ||
| Q3 25 | 5.0% | 1.4% | ||
| Q2 25 | 7.4% | -10.0% | ||
| Q1 25 | 5.3% | 1.7% | ||
| Q4 24 | 9.4% | 7.5% | ||
| Q3 24 | 10.2% | -6.8% | ||
| Q2 24 | 8.4% | -10.4% | ||
| Q1 24 | 6.6% | -13.6% |
| Q4 25 | 1.5% | -1.3% | ||
| Q3 25 | 3.6% | -1.8% | ||
| Q2 25 | 6.4% | -14.1% | ||
| Q1 25 | 4.2% | -2.0% | ||
| Q4 24 | 6.1% | 5.1% | ||
| Q3 24 | 6.5% | -10.0% | ||
| Q2 24 | 5.9% | -14.1% | ||
| Q1 24 | 5.0% | -28.3% |
| Q4 25 | $0.42 | $-0.19 | ||
| Q3 25 | $1.00 | $-0.24 | ||
| Q2 25 | $1.73 | $-1.57 | ||
| Q1 25 | $1.09 | $-0.60 | ||
| Q4 24 | $1.79 | $1.57 | ||
| Q3 24 | $1.89 | $-2.51 | ||
| Q2 24 | $1.70 | $-2.98 | ||
| Q1 24 | $1.32 | $-10.24 |
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 | $7.3M |
| 总债务越低越好 | $363.3M | $107.4M |
| 股东权益账面价值 | $928.2M | $-8.6M |
| 总资产 | $1.6B | $762.5M |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
| Q4 25 | $52.1M | $7.3M | ||
| Q3 25 | $54.9M | $7.8M | ||
| Q2 25 | $48.2M | $5.7M | ||
| Q1 25 | $43.5M | $5.3M | ||
| Q4 24 | $56.7M | $5.7M | ||
| Q3 24 | $89.3M | $9.6M | ||
| Q2 24 | $87.4M | $13.0M | ||
| Q1 24 | $97.8M | $13.6M |
| Q4 25 | $363.3M | $107.4M | ||
| Q3 25 | $364.8M | $107.2M | ||
| Q2 25 | $365.8M | $107.0M | ||
| Q1 25 | $367.3M | $166.0M | ||
| Q4 24 | $368.0M | $165.7M | ||
| Q3 24 | $372.2M | $165.4M | ||
| Q2 24 | $371.8M | $166.6M | ||
| Q1 24 | $371.3M | $49.8M |
| Q4 25 | $928.2M | $-8.6M | ||
| Q3 25 | $920.3M | $-4.9M | ||
| Q2 25 | $916.0M | $1.4M | ||
| Q1 25 | $919.6M | $-59.4M | ||
| Q4 24 | $915.1M | $-49.6M | ||
| Q3 24 | $913.8M | $-68.9M | ||
| Q2 24 | $910.4M | $-34.9M | ||
| Q1 24 | $896.9M | $-9.0M |
| Q4 25 | $1.6B | $762.5M | ||
| Q3 25 | $1.6B | $805.1M | ||
| Q2 25 | $1.6B | $779.6M | ||
| Q1 25 | $1.6B | $747.6M | ||
| Q4 24 | $1.6B | $888.8M | ||
| Q3 24 | $1.6B | $921.4M | ||
| Q2 24 | $1.6B | $848.3M | ||
| Q1 24 | $1.6B | $800.3M |
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | 75.63× | ||
| 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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-3.4M |
| 自由现金流率自由现金流/营收 | 0.2% | -1.0% |
| 资本支出强度资本支出/营收 | 2.7% | 2.8% |
| 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 | $39.5M |
8季度趋势，按日历期对齐
| Q4 25 | $11.2M | $6.2M | ||
| Q3 25 | $33.1M | $-30.5M | ||
| Q2 25 | $44.8M | $-43.0M | ||
| Q1 25 | $11.0M | $121.3M | ||
| Q4 24 | $11.9M | $-44.2M | ||
| Q3 24 | $40.8M | $-83.9M | ||
| Q2 24 | $43.3M | $-110.8M | ||
| Q1 24 | $43.7M | $135.4M |
| Q4 25 | $638.0K | $-3.4M | ||
| Q3 25 | $25.3M | $-31.9M | ||
| Q2 25 | $35.8M | $-46.4M | ||
| Q1 25 | $2.3M | $121.2M | ||
| Q4 24 | $1.1M | $-47.7M | ||
| Q3 24 | $29.5M | $-91.7M | ||
| Q2 24 | $7.2M | $-115.5M | ||
| Q1 24 | $22.1M | $132.2M |
| Q4 25 | 0.2% | -1.0% | ||
| Q3 25 | 6.3% | -10.7% | ||
| Q2 25 | 8.9% | -19.2% | ||
| Q1 25 | 0.6% | 29.7% | ||
| Q4 24 | 0.2% | -12.2% | ||
| Q3 24 | 6.4% | -28.7% | ||
| Q2 24 | 1.6% | -43.1% | ||
| Q1 24 | 5.2% | 29.1% |
| Q4 25 | 2.7% | 2.8% | ||
| Q3 25 | 1.9% | 0.5% | ||
| Q2 25 | 2.2% | 1.4% | ||
| Q1 25 | 2.2% | 0.0% | ||
| Q4 24 | 2.4% | 0.9% | ||
| Q3 24 | 2.5% | 2.4% | ||
| Q2 24 | 8.0% | 1.8% | ||
| Q1 24 | 5.1% | 0.7% |
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | -2.20× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| 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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
