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AMERICAN WOODMARK CORP（AMWD）与EPLUS INC（PLUS）财务数据对比。点击上方公司名可切换其他公司
EPLUS INC的季度营收约是AMERICAN WOODMARK CORP的1.6倍（$614.8M vs $394.6M），EPLUS INC净利率更高（5.7% vs 1.5%，领先4.2%），EPLUS INC同比增速更快（20.3% vs -12.8%），过去两年EPLUS INC的营收复合增速更高（2.3% 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。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
AMWD vs PLUS — 直观对比
营收规模更大
PLUS
是对方的1.6倍
$394.6M
营收增速更快
PLUS
高出33.1%
-12.8%
净利率更高
PLUS
高出4.2%
1.5%
两年增速更快
PLUS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $614.8M |
| 净利润 | $6.1M | $35.1M |
| 毛利率 | 15.2% | 25.8% |
| 营业利润率 | 3.1% | 7.1% |
| 净利率 | 1.5% | 5.7% |
| 营收同比 | -12.8% | 20.3% |
| 净利润同比 | -78.0% | 45.2% |
| 每股收益（稀释后） | $0.42 | $1.33 |
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AMWDPLUS
| Q4 25 | $394.6M | $614.8M | ||
| Q3 25 | $403.0M | $608.8M | ||
| Q2 25 | $400.4M | $637.3M | ||
| Q1 25 | $397.6M | — | ||
| Q4 24 | $452.5M | $493.2M | ||
| Q3 24 | $459.1M | $493.4M | ||
| Q2 24 | $453.3M | $535.7M | ||
| Q1 24 | $422.1M | — |
净利润AMWDPLUS
| Q4 25 | $6.1M | $35.1M | ||
| Q3 25 | $14.6M | $34.9M | ||
| Q2 25 | $25.6M | $37.7M | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $27.7M | $24.1M | ||
| Q3 24 | $29.6M | $31.3M | ||
| Q2 24 | $26.8M | $27.3M | ||
| Q1 24 | $21.2M | — |
毛利率AMWDPLUS
| Q4 25 | 15.2% | 25.8% | ||
| Q3 25 | 16.7% | 26.6% | ||
| Q2 25 | 17.0% | 23.3% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | 25.4% | ||
| Q3 24 | 20.2% | 25.8% | ||
| Q2 24 | 18.6% | 23.7% | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDPLUS
| Q4 25 | 3.1% | 7.1% | ||
| Q3 25 | 5.0% | 8.0% | ||
| Q2 25 | 7.4% | 5.7% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | 3.3% | ||
| Q3 24 | 10.2% | 5.5% | ||
| Q2 24 | 8.4% | 5.9% | ||
| Q1 24 | 6.6% | — |
净利率AMWDPLUS
| Q4 25 | 1.5% | 5.7% | ||
| Q3 25 | 3.6% | 5.7% | ||
| Q2 25 | 6.4% | 5.9% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 6.1% | 4.9% | ||
| Q3 24 | 6.5% | 6.3% | ||
| Q2 24 | 5.9% | 5.1% | ||
| Q1 24 | 5.0% | — |
每股收益（稀释后）AMWDPLUS
| Q4 25 | $0.42 | $1.33 | ||
| Q3 25 | $1.00 | $1.32 | ||
| Q2 25 | $1.73 | $1.43 | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | $0.91 | ||
| Q3 24 | $1.89 | $1.17 | ||
| Q2 24 | $1.70 | $1.02 | ||
| Q1 24 | $1.32 | — |
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 | $326.3M |
| 总债务越低越好 | $363.3M | — |
| 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× | — |
8季度趋势，按日历期对齐
现金及短期投资AMWDPLUS
| Q4 25 | $52.1M | $326.3M | ||
| Q3 25 | $54.9M | $402.2M | ||
| Q2 25 | $48.2M | $480.2M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $253.1M | ||
| Q3 24 | $89.3M | $187.5M | ||
| Q2 24 | $87.4M | $349.9M | ||
| Q1 24 | $97.8M | — |
总债务AMWDPLUS
| 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AMWDPLUS
| Q4 25 | $928.2M | $1.1B | ||
| Q3 25 | $920.3M | $1.0B | ||
| Q2 25 | $916.0M | $1.0B | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | $962.3M | ||
| Q3 24 | $913.8M | $947.0M | ||
| Q2 24 | $910.4M | $921.9M | ||
| Q1 24 | $896.9M | — |
总资产AMWDPLUS
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.6B | $1.7B | ||
| Q1 24 | $1.6B | — |
负债/权益比AMWDPLUS
| 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 | $-87.4M |
| 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× | -2.49× |
| 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AMWDPLUS
| Q4 25 | $11.2M | $-87.4M | ||
| Q3 25 | $33.1M | $-34.8M | ||
| Q2 25 | $44.8M | $-99.0M | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | $65.7M | ||
| Q3 24 | $40.8M | $-21.6M | ||
| Q2 24 | $43.3M | $97.1M | ||
| Q1 24 | $43.7M | — |
自由现金流AMWDPLUS
| 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AMWDPLUS
| 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AMWDPLUS
| 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AMWDPLUS
| Q4 25 | 1.83× | -2.49× | ||
| Q3 25 | 2.27× | -1.00× | ||
| Q2 25 | 1.75× | -2.63× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 2.72× | ||
| Q3 24 | 1.38× | -0.69× | ||
| Q2 24 | 1.62× | 3.55× | ||
| 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% |
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
