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AMERICAN WOODMARK CORP（AMWD）与Ultragenyx Pharmaceutical Inc.（RARE）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Ultragenyx Pharmaceutical Inc.的1.9倍（$394.6M vs $207.3M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -62.0%，领先63.6%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
AMWD vs RARE — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $207.3M |
| 净利润 | $6.1M | $-128.6M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | -54.7% |
| 净利率 | 1.5% | -62.0% |
| 营收同比 | -12.8% | 25.9% |
| 净利润同比 | -78.0% | 3.5% |
| 每股收益（稀释后） | $0.42 | $-1.28 |
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 | $207.3M | ||
| Q3 25 | $403.0M | $159.9M | ||
| Q2 25 | $400.4M | $166.5M | ||
| Q1 25 | $397.6M | $139.3M | ||
| Q4 24 | $452.5M | $164.6M | ||
| Q3 24 | $459.1M | $139.5M | ||
| Q2 24 | $453.3M | $147.0M | ||
| Q1 24 | $422.1M | $108.8M |
| Q4 25 | $6.1M | $-128.6M | ||
| Q3 25 | $14.6M | $-180.4M | ||
| Q2 25 | $25.6M | $-115.0M | ||
| Q1 25 | $16.6M | $-151.1M | ||
| Q4 24 | $27.7M | $-133.2M | ||
| Q3 24 | $29.6M | $-133.5M | ||
| Q2 24 | $26.8M | $-131.6M | ||
| Q1 24 | $21.2M | $-170.7M |
| 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% | — |
| Q4 25 | 3.1% | -54.7% | ||
| Q3 25 | 5.0% | -106.9% | ||
| Q2 25 | 7.4% | -64.8% | ||
| Q1 25 | 5.3% | -102.6% | ||
| Q4 24 | 9.4% | -74.3% | ||
| Q3 24 | 10.2% | -94.6% | ||
| Q2 24 | 8.4% | -79.1% | ||
| Q1 24 | 6.6% | -151.9% |
| Q4 25 | 1.5% | -62.0% | ||
| Q3 25 | 3.6% | -112.8% | ||
| Q2 25 | 6.4% | -69.0% | ||
| Q1 25 | 4.2% | -108.5% | ||
| Q4 24 | 6.1% | -80.9% | ||
| Q3 24 | 6.5% | -95.7% | ||
| Q2 24 | 5.9% | -89.5% | ||
| Q1 24 | 5.0% | -156.8% |
| Q4 25 | $0.42 | $-1.28 | ||
| Q3 25 | $1.00 | $-1.81 | ||
| Q2 25 | $1.73 | $-1.17 | ||
| Q1 25 | $1.09 | $-1.57 | ||
| Q4 24 | $1.79 | $-1.34 | ||
| Q3 24 | $1.89 | $-1.40 | ||
| Q2 24 | $1.70 | $-1.52 | ||
| Q1 24 | $1.32 | $-2.03 |
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 | $421.0M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $-80.0M |
| 总资产 | $1.6B | $1.5B |
| 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 | $421.0M | ||
| Q3 25 | $54.9M | $202.5M | ||
| Q2 25 | $48.2M | $176.3M | ||
| Q1 25 | $43.5M | $127.1M | ||
| Q4 24 | $56.7M | $174.0M | ||
| Q3 24 | $89.3M | $150.6M | ||
| Q2 24 | $87.4M | $480.7M | ||
| Q1 24 | $97.8M | $112.3M |
| 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 | — |
| Q4 25 | $928.2M | $-80.0M | ||
| Q3 25 | $920.3M | $9.2M | ||
| Q2 25 | $916.0M | $151.3M | ||
| Q1 25 | $919.6M | $144.2M | ||
| Q4 24 | $915.1M | $255.0M | ||
| Q3 24 | $913.8M | $346.8M | ||
| Q2 24 | $910.4M | $432.4M | ||
| Q1 24 | $896.9M | $140.3M |
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.6B | $1.6B | ||
| Q1 24 | $1.6B | $1.3B |
| 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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-100.8M |
| 自由现金流率自由现金流/营收 | 0.2% | -48.6% |
| 资本支出强度资本支出/营收 | 2.7% | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $11.2M | $-99.8M | ||
| Q3 25 | $33.1M | $-91.4M | ||
| Q2 25 | $44.8M | $-108.3M | ||
| Q1 25 | $11.0M | $-166.5M | ||
| Q4 24 | $11.9M | $-79.3M | ||
| Q3 24 | $40.8M | $-67.0M | ||
| Q2 24 | $43.3M | $-77.0M | ||
| Q1 24 | $43.7M | $-190.7M |
| Q4 25 | $638.0K | $-100.8M | ||
| Q3 25 | $25.3M | $-92.7M | ||
| Q2 25 | $35.8M | $-110.7M | ||
| Q1 25 | $2.3M | $-167.8M | ||
| Q4 24 | $1.1M | $-79.5M | ||
| Q3 24 | $29.5M | $-68.6M | ||
| Q2 24 | $7.2M | $-79.0M | ||
| Q1 24 | $22.1M | $-193.9M |
| Q4 25 | 0.2% | -48.6% | ||
| Q3 25 | 6.3% | -58.0% | ||
| Q2 25 | 8.9% | -66.5% | ||
| Q1 25 | 0.6% | -120.5% | ||
| Q4 24 | 0.2% | -48.3% | ||
| Q3 24 | 6.4% | -49.2% | ||
| Q2 24 | 1.6% | -53.7% | ||
| Q1 24 | 5.2% | -178.2% |
| Q4 25 | 2.7% | 0.5% | ||
| Q3 25 | 1.9% | 0.8% | ||
| Q2 25 | 2.2% | 1.5% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 2.4% | 0.1% | ||
| Q3 24 | 2.5% | 1.2% | ||
| Q2 24 | 8.0% | 1.4% | ||
| Q1 24 | 5.1% | 3.0% |
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| 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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
