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AMERICAN WOODMARK CORP（AMWD）与Palomar Holdings, Inc.（PLMR）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Palomar Holdings, Inc.的1.6倍（$394.6M vs $253.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs -12.8%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $638.0K），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
AMWD vs PLMR — 直观对比
营收规模更大
AMWD
是对方的1.6倍
$253.4M
营收增速更快
PLMR
高出75.5%
-12.8%
自由现金流更多
PLMR
多$408.3M
$638.0K
两年增速更快
PLMR
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $253.4M |
| 净利润 | $6.1M | — |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 28.7% |
| 净利率 | 1.5% | — |
| 营收同比 | -12.8% | 62.7% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | $2.05 |
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AMWDPLMR
| Q4 25 | $394.6M | $253.4M | ||
| Q3 25 | $403.0M | $244.7M | ||
| Q2 25 | $400.4M | $203.3M | ||
| Q1 25 | $397.6M | $174.6M | ||
| Q4 24 | $452.5M | $155.8M | ||
| Q3 24 | $459.1M | $148.5M | ||
| Q2 24 | $453.3M | $131.1M | ||
| Q1 24 | $422.1M | $118.5M |
净利润AMWDPLMR
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $51.5M | ||
| Q2 25 | $25.6M | $46.5M | ||
| Q1 25 | $16.6M | $42.9M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $30.5M | ||
| Q2 24 | $26.8M | $25.7M | ||
| Q1 24 | $21.2M | $26.4M |
毛利率AMWDPLMR
| 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AMWDPLMR
| Q4 25 | 3.1% | 28.7% | ||
| Q3 25 | 5.0% | 27.4% | ||
| Q2 25 | 7.4% | 29.5% | ||
| Q1 25 | 5.3% | 30.8% | ||
| Q4 24 | 9.4% | 28.9% | ||
| Q3 24 | 10.2% | 25.9% | ||
| Q2 24 | 8.4% | 25.5% | ||
| Q1 24 | 6.6% | 29.0% |
净利率AMWDPLMR
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | 21.0% | ||
| Q2 25 | 6.4% | 22.9% | ||
| Q1 25 | 4.2% | 24.6% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | 20.5% | ||
| Q2 24 | 5.9% | 19.6% | ||
| Q1 24 | 5.0% | 22.3% |
每股收益（稀释后）AMWDPLMR
| Q4 25 | $0.42 | $2.05 | ||
| Q3 25 | $1.00 | $1.87 | ||
| Q2 25 | $1.73 | $1.68 | ||
| Q1 25 | $1.09 | $1.57 | ||
| Q4 24 | $1.79 | $1.29 | ||
| Q3 24 | $1.89 | $1.15 | ||
| Q2 24 | $1.70 | $1.00 | ||
| Q1 24 | $1.32 | $1.04 |
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 | $106.9M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $942.7M |
| 总资产 | $1.6B | $3.1B |
| 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AMWDPLMR
| Q4 25 | $52.1M | $106.9M | ||
| Q3 25 | $54.9M | $111.7M | ||
| Q2 25 | $48.2M | $81.3M | ||
| Q1 25 | $43.5M | $119.3M | ||
| Q4 24 | $56.7M | $80.4M | ||
| Q3 24 | $89.3M | $86.5M | ||
| Q2 24 | $87.4M | $47.8M | ||
| Q1 24 | $97.8M | $61.4M |
总债务AMWDPLMR
| 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AMWDPLMR
| Q4 25 | $928.2M | $942.7M | ||
| Q3 25 | $920.3M | $878.1M | ||
| Q2 25 | $916.0M | $847.2M | ||
| Q1 25 | $919.6M | $790.4M | ||
| Q4 24 | $915.1M | $729.0M | ||
| Q3 24 | $913.8M | $703.3M | ||
| Q2 24 | $910.4M | $532.6M | ||
| Q1 24 | $896.9M | $501.7M |
总资产AMWDPLMR
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.6B | $2.8B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.6B | $2.3B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $1.9B |
负债/权益比AMWDPLMR
| 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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $409.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 161.4% |
| 资本支出强度资本支出/营收 | 2.7% | 0.1% |
| 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 | $700.6M |
8季度趋势，按日历期对齐
经营现金流AMWDPLMR
| Q4 25 | $11.2M | $409.1M | ||
| Q3 25 | $33.1M | $83.6M | ||
| Q2 25 | $44.8M | $120.9M | ||
| Q1 25 | $11.0M | $87.2M | ||
| Q4 24 | $11.9M | $261.2M | ||
| Q3 24 | $40.8M | $100.3M | ||
| Q2 24 | $43.3M | $55.1M | ||
| Q1 24 | $43.7M | $33.1M |
自由现金流AMWDPLMR
| Q4 25 | $638.0K | $409.0M | ||
| Q3 25 | $25.3M | $83.6M | ||
| Q2 25 | $35.8M | $120.8M | ||
| Q1 25 | $2.3M | $87.1M | ||
| Q4 24 | $1.1M | $260.9M | ||
| Q3 24 | $29.5M | $100.1M | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDPLMR
| Q4 25 | 0.2% | 161.4% | ||
| Q3 25 | 6.3% | 34.2% | ||
| Q2 25 | 8.9% | 59.4% | ||
| Q1 25 | 0.6% | 49.9% | ||
| Q4 24 | 0.2% | 167.5% | ||
| Q3 24 | 6.4% | 67.4% | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDPLMR
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 1.9% | 0.0% | ||
| Q2 25 | 2.2% | 0.0% | ||
| Q1 25 | 2.2% | 0.0% | ||
| Q4 24 | 2.4% | 0.2% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 8.0% | 0.0% | ||
| Q1 24 | 5.1% | 0.0% |
现金转化率AMWDPLMR
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 1.63× | ||
| Q2 25 | 1.75× | 2.60× | ||
| Q1 25 | 0.66× | 2.03× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 3.29× | ||
| Q2 24 | 1.62× | 2.14× | ||
| Q1 24 | 2.06× | 1.26× |
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% |
PLMR
暂无分部数据
