vs
AMERICAN WOODMARK CORP（AMWD）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$461.6M vs $394.6M），RBC Bearings INC净利率更高（14.6% vs 1.5%，领先13.1%），RBC Bearings INC同比增速更快（17.0% vs -12.8%），RBC Bearings INC自由现金流更多（$99.1M vs $638.0K），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
AMWD vs RBC — 直观对比
营收规模更大
RBC
是对方的1.2倍
$394.6M
营收增速更快
RBC
高出29.8%
-12.8%
净利率更高
RBC
高出13.1%
1.5%
自由现金流更多
RBC
多$98.5M
$638.0K
两年增速更快
RBC
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $461.6M |
| 净利润 | $6.1M | $67.4M |
| 毛利率 | 15.2% | 44.3% |
| 营业利润率 | 3.1% | 22.3% |
| 净利率 | 1.5% | 14.6% |
| 营收同比 | -12.8% | 17.0% |
| 净利润同比 | -78.0% | 16.4% |
| 每股收益（稀释后） | $0.42 | $2.13 |
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AMWDRBC
| Q4 25 | $394.6M | $461.6M | ||
| Q3 25 | $403.0M | $455.3M | ||
| Q2 25 | $400.4M | $436.0M | ||
| Q1 25 | $397.6M | $437.7M | ||
| Q4 24 | $452.5M | $394.4M | ||
| Q3 24 | $459.1M | $397.9M | ||
| Q2 24 | $453.3M | $406.3M | ||
| Q1 24 | $422.1M | $413.7M |
净利润AMWDRBC
| Q4 25 | $6.1M | $67.4M | ||
| Q3 25 | $14.6M | $60.0M | ||
| Q2 25 | $25.6M | $68.5M | ||
| Q1 25 | $16.6M | $72.7M | ||
| Q4 24 | $27.7M | $57.9M | ||
| Q3 24 | $29.6M | $54.2M | ||
| Q2 24 | $26.8M | $61.4M | ||
| Q1 24 | $21.2M | — |
毛利率AMWDRBC
| Q4 25 | 15.2% | 44.3% | ||
| Q3 25 | 16.7% | 44.1% | ||
| Q2 25 | 17.0% | 44.8% | ||
| Q1 25 | 15.0% | 44.2% | ||
| Q4 24 | 18.9% | 44.3% | ||
| Q3 24 | 20.2% | 43.7% | ||
| Q2 24 | 18.6% | 45.3% | ||
| Q1 24 | 19.2% | 43.1% |
营业利润率AMWDRBC
| Q4 25 | 3.1% | 22.3% | ||
| Q3 25 | 5.0% | 21.5% | ||
| Q2 25 | 7.4% | 23.2% | ||
| Q1 25 | 5.3% | 23.0% | ||
| Q4 24 | 9.4% | 21.7% | ||
| Q3 24 | 10.2% | 21.6% | ||
| Q2 24 | 8.4% | 24.0% | ||
| Q1 24 | 6.6% | 22.8% |
净利率AMWDRBC
| Q4 25 | 1.5% | 14.6% | ||
| Q3 25 | 3.6% | 13.2% | ||
| Q2 25 | 6.4% | 15.7% | ||
| Q1 25 | 4.2% | 16.6% | ||
| Q4 24 | 6.1% | 14.7% | ||
| Q3 24 | 6.5% | 13.6% | ||
| Q2 24 | 5.9% | 15.1% | ||
| Q1 24 | 5.0% | — |
每股收益（稀释后）AMWDRBC
| Q4 25 | $0.42 | $2.13 | ||
| Q3 25 | $1.00 | $1.90 | ||
| Q2 25 | $1.73 | $2.17 | ||
| Q1 25 | $1.09 | $2.33 | ||
| Q4 24 | $1.79 | $1.82 | ||
| Q3 24 | $1.89 | $1.65 | ||
| Q2 24 | $1.70 | $1.90 | ||
| Q1 24 | $1.32 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | $363.3M | $990.2M |
| 股东权益账面价值 | $928.2M | $3.3B |
| 总资产 | $1.6B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AMWDRBC
| Q4 25 | $52.1M | $107.6M | ||
| Q3 25 | $54.9M | $91.2M | ||
| Q2 25 | $48.2M | $132.9M | ||
| Q1 25 | $43.5M | $36.8M | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | $76.8M | ||
| Q1 24 | $97.8M | $63.5M |
总债务AMWDRBC
| Q4 25 | $363.3M | $990.2M | ||
| Q3 25 | $364.8M | $1.1B | ||
| Q2 25 | $365.8M | $915.6M | ||
| Q1 25 | $367.3M | $920.1M | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | $1.2B |
股东权益AMWDRBC
| Q4 25 | $928.2M | $3.3B | ||
| Q3 25 | $920.3M | $3.2B | ||
| Q2 25 | $916.0M | $3.1B | ||
| Q1 25 | $919.6M | $3.0B | ||
| Q4 24 | $915.1M | $2.9B | ||
| Q3 24 | $913.8M | $2.9B | ||
| Q2 24 | $910.4M | $2.8B | ||
| Q1 24 | $896.9M | $2.8B |
总资产AMWDRBC
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $4.8B | ||
| Q1 25 | $1.6B | $4.7B | ||
| Q4 24 | $1.6B | $4.7B | ||
| Q3 24 | $1.6B | $4.7B | ||
| Q2 24 | $1.6B | $4.7B | ||
| Q1 24 | $1.6B | $4.7B |
负债/权益比AMWDRBC
| Q4 25 | 0.39× | 0.30× | ||
| Q3 25 | 0.40× | 0.34× | ||
| Q2 25 | 0.40× | 0.29× | ||
| Q1 25 | 0.40× | 0.30× | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.41× | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $99.1M |
| 自由现金流率自由现金流/营收 | 0.2% | 21.5% |
| 资本支出强度资本支出/营收 | 2.7% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.81× |
| 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AMWDRBC
| Q4 25 | $11.2M | $122.1M | ||
| Q3 25 | $33.1M | $88.4M | ||
| Q2 25 | $44.8M | $120.0M | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | $84.0M | ||
| Q3 24 | $40.8M | — | ||
| Q2 24 | $43.3M | $97.4M | ||
| Q1 24 | $43.7M | — |
自由现金流AMWDRBC
| Q4 25 | $638.0K | $99.1M | ||
| Q3 25 | $25.3M | $71.7M | ||
| Q2 25 | $35.8M | $104.3M | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | $73.6M | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | $88.4M | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDRBC
| Q4 25 | 0.2% | 21.5% | ||
| Q3 25 | 6.3% | 15.7% | ||
| Q2 25 | 8.9% | 23.9% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | 18.7% | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | 21.8% | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDRBC
| Q4 25 | 2.7% | 5.0% | ||
| Q3 25 | 1.9% | 3.7% | ||
| Q2 25 | 2.2% | 3.6% | ||
| Q1 25 | 2.2% | 3.2% | ||
| Q4 24 | 2.4% | 2.6% | ||
| Q3 24 | 2.5% | 4.1% | ||
| Q2 24 | 8.0% | 2.2% | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDRBC
| Q4 25 | 1.83× | 1.81× | ||
| Q3 25 | 2.27× | 1.47× | ||
| Q2 25 | 1.75× | 1.75× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 1.45× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
