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AMERICAN WOODMARK CORP（AMWD）与PTC Inc.（PTC）财务数据对比。点击上方公司名可切换其他公司
PTC Inc.的季度营收约是AMERICAN WOODMARK CORP的1.7倍（$685.8M vs $394.6M），PTC Inc.净利率更高（24.3% vs 1.5%，领先22.7%），PTC Inc.同比增速更快（21.4% vs -12.8%），PTC Inc.自由现金流更多（$267.4M vs $638.0K），过去两年PTC Inc.的营收复合增速更高（6.6% 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。
PTC是1985年成立的美国计算机软件与服务企业，总部位于马萨诸塞州波士顿。公司1988年率先推出参数化关联特征驱动的三维CAD建模软件，1998年发布基于互联网的产品生命周期管理（PLM）产品，目前面向合作伙伴与开发者提供物联网、增强现实（AR）平台及相关产品服务。
AMWD vs PTC — 直观对比
营收规模更大
PTC
是对方的1.7倍
$394.6M
营收增速更快
PTC
高出34.1%
-12.8%
净利率更高
PTC
高出22.7%
1.5%
自由现金流更多
PTC
多$266.8M
$638.0K
两年增速更快
PTC
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $685.8M |
| 净利润 | $6.1M | $166.5M |
| 毛利率 | 15.2% | 82.8% |
| 营业利润率 | 3.1% | 32.2% |
| 净利率 | 1.5% | 24.3% |
| 营收同比 | -12.8% | 21.4% |
| 净利润同比 | -78.0% | 102.5% |
| 每股收益（稀释后） | $0.42 | $1.39 |
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AMWDPTC
| Q4 25 | $394.6M | $685.8M | ||
| Q3 25 | $403.0M | $893.8M | ||
| Q2 25 | $400.4M | $643.9M | ||
| Q1 25 | $397.6M | $636.4M | ||
| Q4 24 | $452.5M | $565.1M | ||
| Q3 24 | $459.1M | $626.5M | ||
| Q2 24 | $453.3M | $518.6M | ||
| Q1 24 | $422.1M | $603.1M |
净利润AMWDPTC
| Q4 25 | $6.1M | $166.5M | ||
| Q3 25 | $14.6M | $347.8M | ||
| Q2 25 | $25.6M | $141.3M | ||
| Q1 25 | $16.6M | $162.6M | ||
| Q4 24 | $27.7M | $82.2M | ||
| Q3 24 | $29.6M | $126.5M | ||
| Q2 24 | $26.8M | $69.0M | ||
| Q1 24 | $21.2M | $114.4M |
毛利率AMWDPTC
| Q4 25 | 15.2% | 82.8% | ||
| Q3 25 | 16.7% | 86.9% | ||
| Q2 25 | 17.0% | 82.9% | ||
| Q1 25 | 15.0% | 83.3% | ||
| Q4 24 | 18.9% | 80.2% | ||
| Q3 24 | 20.2% | 82.0% | ||
| Q2 24 | 18.6% | 78.4% | ||
| Q1 24 | 19.2% | 81.8% |
营业利润率AMWDPTC
| Q4 25 | 3.1% | 32.2% | ||
| Q3 25 | 5.0% | 48.5% | ||
| Q2 25 | 7.4% | 32.6% | ||
| Q1 25 | 5.3% | 35.1% | ||
| Q4 24 | 9.4% | 20.4% | ||
| Q3 24 | 10.2% | 31.0% | ||
| Q2 24 | 8.4% | 18.5% | ||
| Q1 24 | 6.6% | 29.8% |
净利率AMWDPTC
| Q4 25 | 1.5% | 24.3% | ||
| Q3 25 | 3.6% | 38.9% | ||
| Q2 25 | 6.4% | 21.9% | ||
| Q1 25 | 4.2% | 25.6% | ||
| Q4 24 | 6.1% | 14.6% | ||
| Q3 24 | 6.5% | 20.2% | ||
| Q2 24 | 5.9% | 13.3% | ||
| Q1 24 | 5.0% | 19.0% |
每股收益（稀释后）AMWDPTC
| Q4 25 | $0.42 | $1.39 | ||
| Q3 25 | $1.00 | $2.88 | ||
| Q2 25 | $1.73 | $1.17 | ||
| Q1 25 | $1.09 | $1.35 | ||
| Q4 24 | $1.79 | $0.68 | ||
| Q3 24 | $1.89 | $1.05 | ||
| Q2 24 | $1.70 | $0.57 | ||
| 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 | $209.7M |
| 总债务越低越好 | $363.3M | $1.2B |
| 股东权益账面价值 | $928.2M | $3.8B |
| 总资产 | $1.6B | $6.4B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.31× |
8季度趋势，按日历期对齐
现金及短期投资AMWDPTC
| Q4 25 | $52.1M | $209.7M | ||
| Q3 25 | $54.9M | $184.4M | ||
| Q2 25 | $48.2M | $199.3M | ||
| Q1 25 | $43.5M | $235.2M | ||
| Q4 24 | $56.7M | $196.3M | ||
| Q3 24 | $89.3M | $265.8M | ||
| Q2 24 | $87.4M | $247.7M | ||
| Q1 24 | $97.8M | $249.0M |
总债务AMWDPTC
| Q4 25 | $363.3M | $1.2B | ||
| Q3 25 | $364.8M | $1.2B | ||
| Q2 25 | $365.8M | $1.2B | ||
| Q1 25 | $367.3M | $1.4B | ||
| Q4 24 | $368.0M | $1.0B | ||
| Q3 24 | $372.2M | $1.2B | ||
| Q2 24 | $371.8M | $1.3B | ||
| Q1 24 | $371.3M | $1.5B |
股东权益AMWDPTC
| Q4 25 | $928.2M | $3.8B | ||
| Q3 25 | $920.3M | $3.8B | ||
| Q2 25 | $916.0M | $3.5B | ||
| Q1 25 | $919.6M | $3.4B | ||
| Q4 24 | $915.1M | $3.2B | ||
| Q3 24 | $913.8M | $3.2B | ||
| Q2 24 | $910.4M | $3.0B | ||
| Q1 24 | $896.9M | $2.9B |
总资产AMWDPTC
| Q4 25 | $1.6B | $6.4B | ||
| Q3 25 | $1.6B | $6.6B | ||
| Q2 25 | $1.6B | $6.2B | ||
| Q1 25 | $1.6B | $6.2B | ||
| Q4 24 | $1.6B | $6.1B | ||
| Q3 24 | $1.6B | $6.4B | ||
| Q2 24 | $1.6B | $6.1B | ||
| Q1 24 | $1.6B | $6.2B |
负债/权益比AMWDPTC
| Q4 25 | 0.39× | 0.31× | ||
| Q3 25 | 0.40× | 0.31× | ||
| Q2 25 | 0.40× | 0.34× | ||
| Q1 25 | 0.40× | 0.40× | ||
| Q4 24 | 0.40× | 0.32× | ||
| Q3 24 | 0.41× | 0.38× | ||
| Q2 24 | 0.41× | 0.43× | ||
| Q1 24 | 0.41× | 0.51× |
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 | $269.7M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $267.4M |
| 自由现金流率自由现金流/营收 | 0.2% | 39.0% |
| 资本支出强度资本支出/营收 | 2.7% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $888.4M |
8季度趋势，按日历期对齐
经营现金流AMWDPTC
| Q4 25 | $11.2M | $269.7M | ||
| Q3 25 | $33.1M | $104.0M | ||
| Q2 25 | $44.8M | $243.9M | ||
| Q1 25 | $11.0M | $281.3M | ||
| Q4 24 | $11.9M | $238.4M | ||
| Q3 24 | $40.8M | $98.1M | ||
| Q2 24 | $43.3M | $213.8M | ||
| Q1 24 | $43.7M | $250.7M |
自由现金流AMWDPTC
| Q4 25 | $638.0K | $267.4M | ||
| Q3 25 | $25.3M | $100.5M | ||
| Q2 25 | $35.8M | $242.0M | ||
| Q1 25 | $2.3M | $278.5M | ||
| Q4 24 | $1.1M | $235.7M | ||
| Q3 24 | $29.5M | $93.6M | ||
| Q2 24 | $7.2M | $212.2M | ||
| Q1 24 | $22.1M | $247.1M |
自由现金流率AMWDPTC
| Q4 25 | 0.2% | 39.0% | ||
| Q3 25 | 6.3% | 11.2% | ||
| Q2 25 | 8.9% | 37.6% | ||
| Q1 25 | 0.6% | 43.8% | ||
| Q4 24 | 0.2% | 41.7% | ||
| Q3 24 | 6.4% | 14.9% | ||
| Q2 24 | 1.6% | 40.9% | ||
| Q1 24 | 5.2% | 41.0% |
资本支出强度AMWDPTC
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | 1.9% | 0.4% | ||
| Q2 25 | 2.2% | 0.3% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | 2.4% | 0.5% | ||
| Q3 24 | 2.5% | 0.7% | ||
| Q2 24 | 8.0% | 0.3% | ||
| Q1 24 | 5.1% | 0.6% |
现金转化率AMWDPTC
| Q4 25 | 1.83× | 1.62× | ||
| Q3 25 | 2.27× | 0.30× | ||
| Q2 25 | 1.75× | 1.73× | ||
| Q1 25 | 0.66× | 1.73× | ||
| Q4 24 | 0.43× | 2.90× | ||
| Q3 24 | 1.38× | 0.78× | ||
| Q2 24 | 1.62× | 3.10× | ||
| Q1 24 | 2.06× | 2.19× |
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% |
PTC
| Support And Cloud Services | $393.3M | 57% |
| License | $269.7M | 39% |
| Technology Service | $22.9M | 3% |
| Perpetual License | $5.6M | 1% |
