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AMERICAN WOODMARK CORP（AMWD）与ProPetro Holding Corp.（PUMP）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ProPetro Holding Corp.的1.4倍（$394.6M vs $289.7M），ProPetro Holding Corp.同比增速更快（-9.6% vs -12.8%），ProPetro Holding Corp.自由现金流更多（$16.8M vs $638.0K），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -15.5%）
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。
ProPetro Holding Corp.是一家总部位于美国的油田服务供应商，主要为陆上油气勘探开采企业提供水力压裂、完井及相关配套服务，核心业务集中在横跨德克萨斯州和新墨西哥州的二叠纪盆地。
AMWD vs PUMP — 直观对比
营收规模更大
AMWD
是对方的1.4倍
$289.7M
营收增速更快
PUMP
高出3.2%
-12.8%
自由现金流更多
PUMP
多$16.2M
$638.0K
两年增速更快
AMWD
近两年复合增速
-15.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $289.7M |
| 净利润 | $6.1M | — |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 2.1% |
| 净利率 | 1.5% | — |
| 营收同比 | -12.8% | -9.6% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | $0.01 |
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AMWDPUMP
| Q4 25 | $394.6M | $289.7M | ||
| Q3 25 | $403.0M | $293.9M | ||
| Q2 25 | $400.4M | $326.2M | ||
| Q1 25 | $397.6M | $359.4M | ||
| Q4 24 | $452.5M | $320.6M | ||
| Q3 24 | $459.1M | $360.9M | ||
| Q2 24 | $453.3M | $357.0M | ||
| Q1 24 | $422.1M | $405.8M |
净利润AMWDPUMP
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $-2.4M | ||
| Q2 25 | $25.6M | $-7.2M | ||
| Q1 25 | $16.6M | $9.6M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $-137.1M | ||
| Q2 24 | $26.8M | $-3.7M | ||
| Q1 24 | $21.2M | $19.9M |
毛利率AMWDPUMP
| 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AMWDPUMP
| Q4 25 | 3.1% | 2.1% | ||
| Q3 25 | 5.0% | -2.1% | ||
| Q2 25 | 7.4% | -1.0% | ||
| Q1 25 | 5.3% | 2.6% | ||
| Q4 24 | 9.4% | -5.8% | ||
| Q3 24 | 10.2% | -49.4% | ||
| Q2 24 | 8.4% | -0.1% | ||
| Q1 24 | 6.6% | 7.5% |
净利率AMWDPUMP
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | -0.8% | ||
| Q2 25 | 6.4% | -2.2% | ||
| Q1 25 | 4.2% | 2.7% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | -38.0% | ||
| Q2 24 | 5.9% | -1.0% | ||
| Q1 24 | 5.0% | 4.9% |
每股收益（稀释后）AMWDPUMP
| Q4 25 | $0.42 | $0.01 | ||
| Q3 25 | $1.00 | $-0.02 | ||
| Q2 25 | $1.73 | $-0.07 | ||
| Q1 25 | $1.09 | $0.09 | ||
| Q4 24 | $1.79 | $-0.14 | ||
| Q3 24 | $1.89 | $-1.32 | ||
| Q2 24 | $1.70 | $-0.03 | ||
| Q1 24 | $1.32 | $0.18 |
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 | $91.3M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $829.8M |
| 总资产 | $1.6B | $1.3B |
| 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AMWDPUMP
| Q4 25 | $52.1M | $91.3M | ||
| Q3 25 | $54.9M | $76.7M | ||
| Q2 25 | $48.2M | $83.0M | ||
| Q1 25 | $43.5M | $71.4M | ||
| Q4 24 | $56.7M | $58.3M | ||
| Q3 24 | $89.3M | $54.0M | ||
| Q2 24 | $87.4M | $74.7M | ||
| Q1 24 | $97.8M | $53.6M |
总债务AMWDPUMP
| 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AMWDPUMP
| Q4 25 | $928.2M | $829.8M | ||
| Q3 25 | $920.3M | $826.2M | ||
| Q2 25 | $916.0M | $824.0M | ||
| Q1 25 | $919.6M | $826.5M | ||
| Q4 24 | $915.1M | $816.3M | ||
| Q3 24 | $913.8M | $833.0M | ||
| Q2 24 | $910.4M | $975.8M | ||
| Q1 24 | $896.9M | $998.2M |
总资产AMWDPUMP
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.6B | $1.2B |
负债/权益比AMWDPUMP
| 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 | $81.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $16.8M |
| 自由现金流率自由现金流/营收 | 0.2% | 5.8% |
| 资本支出强度资本支出/营收 | 2.7% | 22.2% |
| 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 | $45.3M |
8季度趋势，按日历期对齐
经营现金流AMWDPUMP
| Q4 25 | $11.2M | $81.0M | ||
| Q3 25 | $33.1M | $41.7M | ||
| Q2 25 | $44.8M | $54.2M | ||
| Q1 25 | $11.0M | $54.7M | ||
| Q4 24 | $11.9M | $37.9M | ||
| Q3 24 | $40.8M | $34.7M | ||
| Q2 24 | $43.3M | $104.9M | ||
| Q1 24 | $43.7M | $74.8M |
自由现金流AMWDPUMP
| Q4 25 | $638.0K | $16.8M | ||
| Q3 25 | $25.3M | $-2.4M | ||
| Q2 25 | $35.8M | $17.1M | ||
| Q1 25 | $2.3M | $13.8M | ||
| Q4 24 | $1.1M | $10.0M | ||
| Q3 24 | $29.5M | $-6.0M | ||
| Q2 24 | $7.2M | $67.7M | ||
| Q1 24 | $22.1M | $40.2M |
自由现金流率AMWDPUMP
| Q4 25 | 0.2% | 5.8% | ||
| Q3 25 | 6.3% | -0.8% | ||
| Q2 25 | 8.9% | 5.2% | ||
| Q1 25 | 0.6% | 3.8% | ||
| Q4 24 | 0.2% | 3.1% | ||
| Q3 24 | 6.4% | -1.7% | ||
| Q2 24 | 1.6% | 19.0% | ||
| Q1 24 | 5.2% | 9.9% |
资本支出强度AMWDPUMP
| Q4 25 | 2.7% | 22.2% | ||
| Q3 25 | 1.9% | 15.0% | ||
| Q2 25 | 2.2% | 11.4% | ||
| Q1 25 | 2.2% | 11.4% | ||
| Q4 24 | 2.4% | 8.7% | ||
| Q3 24 | 2.5% | 11.3% | ||
| Q2 24 | 8.0% | 10.4% | ||
| Q1 24 | 5.1% | 8.5% |
现金转化率AMWDPUMP
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | 5.70× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | 3.75× |
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% |
PUMP
| Hydraulic Fracturing Segment | $203.9M | 70% |
| Wireline Operating Segment | $55.4M | 19% |
| Cementing Operating Segment | $29.6M | 10% |
