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AMERICAN WOODMARK CORP（AMWD）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.8倍（$394.6M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -12.8%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $638.0K），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
AMWD vs ROCK — 直观对比
营收规模更大
AMWD
是对方的1.8倍
$225.0M
营收增速更快
ROCK
高出37.7%
-12.8%
自由现金流更多
ROCK
多$25.6M
$638.0K
两年增速更快
AMWD
近两年复合增速
-12.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $225.0M |
| 净利润 | $6.1M | — |
| 毛利率 | 15.2% | 25.3% |
| 营业利润率 | 3.1% | 7.9% |
| 净利率 | 1.5% | — |
| 营收同比 | -12.8% | 24.9% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | — |
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AMWDROCK
| Q4 25 | $394.6M | $225.0M | ||
| Q3 25 | $403.0M | $310.9M | ||
| Q2 25 | $400.4M | $309.5M | ||
| Q1 25 | $397.6M | $290.0M | ||
| Q4 24 | $452.5M | $180.1M | ||
| Q3 24 | $459.1M | $277.1M | ||
| Q2 24 | $453.3M | $273.6M | ||
| Q1 24 | $422.1M | $292.5M |
净利润AMWDROCK
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $-89.1M | ||
| Q2 25 | $25.6M | $26.0M | ||
| Q1 25 | $16.6M | $21.1M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $34.0M | ||
| Q2 24 | $26.8M | $32.2M | ||
| Q1 24 | $21.2M | $24.9M |
毛利率AMWDROCK
| Q4 25 | 15.2% | 25.3% | ||
| Q3 25 | 16.7% | 26.6% | ||
| Q2 25 | 17.0% | 28.4% | ||
| Q1 25 | 15.0% | 26.8% | ||
| Q4 24 | 18.9% | 29.0% | ||
| Q3 24 | 20.2% | 29.4% | ||
| Q2 24 | 18.6% | 30.5% | ||
| Q1 24 | 19.2% | 28.9% |
营业利润率AMWDROCK
| Q4 25 | 3.1% | 7.9% | ||
| Q3 25 | 5.0% | 12.8% | ||
| Q2 25 | 7.4% | 12.8% | ||
| Q1 25 | 5.3% | 8.8% | ||
| Q4 24 | 9.4% | 13.3% | ||
| Q3 24 | 10.2% | 15.6% | ||
| Q2 24 | 8.4% | 14.9% | ||
| Q1 24 | 6.6% | 10.8% |
净利率AMWDROCK
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | -28.6% | ||
| Q2 25 | 6.4% | 8.4% | ||
| Q1 25 | 4.2% | 7.3% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | 12.3% | ||
| Q2 24 | 5.9% | 11.8% | ||
| Q1 24 | 5.0% | 8.5% |
每股收益（稀释后）AMWDROCK
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | $-2.98 | ||
| Q2 25 | $1.73 | $0.87 | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | $1.11 | ||
| Q2 24 | $1.70 | $1.05 | ||
| 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 | $115.7M |
| 总债务越低越好 | $363.3M | $0 |
| 股东权益账面价值 | $928.2M | $950.4M |
| 总资产 | $1.6B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMWDROCK
| Q4 25 | $52.1M | $115.7M | ||
| Q3 25 | $54.9M | $89.4M | ||
| Q2 25 | $48.2M | $43.3M | ||
| Q1 25 | $43.5M | $25.1M | ||
| Q4 24 | $56.7M | $269.5M | ||
| Q3 24 | $89.3M | $228.9M | ||
| Q2 24 | $87.4M | $179.1M | ||
| Q1 24 | $97.8M | $146.7M |
总债务AMWDROCK
| Q4 25 | $363.3M | $0 | ||
| Q3 25 | $364.8M | $0 | ||
| Q2 25 | $365.8M | $0 | ||
| Q1 25 | $367.3M | $0 | ||
| Q4 24 | $368.0M | $0 | ||
| Q3 24 | $372.2M | $0 | ||
| Q2 24 | $371.8M | $0 | ||
| Q1 24 | $371.3M | $0 |
股东权益AMWDROCK
| Q4 25 | $928.2M | $950.4M | ||
| Q3 25 | $920.3M | $951.8M | ||
| Q2 25 | $916.0M | $1.0B | ||
| Q1 25 | $919.6M | $1.0B | ||
| Q4 24 | $915.1M | $1.0B | ||
| Q3 24 | $913.8M | $1.0B | ||
| Q2 24 | $910.4M | $975.7M | ||
| Q1 24 | $896.9M | $940.2M |
总资产AMWDROCK
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
负债/权益比AMWDROCK
| Q4 25 | 0.39× | 0.00× | ||
| Q3 25 | 0.40× | 0.00× | ||
| Q2 25 | 0.40× | 0.00× | ||
| Q1 25 | 0.40× | 0.00× | ||
| Q4 24 | 0.40× | 0.00× | ||
| Q3 24 | 0.41× | 0.00× | ||
| Q2 24 | 0.41× | 0.00× | ||
| Q1 24 | 0.41× | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $26.2M |
| 自由现金流率自由现金流/营收 | 0.2% | 11.7% |
| 资本支出强度资本支出/营收 | 2.7% | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
经营现金流AMWDROCK
| Q4 25 | $11.2M | $35.5M | ||
| Q3 25 | $33.1M | $73.0M | ||
| Q2 25 | $44.8M | $44.9M | ||
| Q1 25 | $11.0M | $13.7M | ||
| Q4 24 | $11.9M | $19.9M | ||
| Q3 24 | $40.8M | $64.7M | ||
| Q2 24 | $43.3M | $36.5M | ||
| Q1 24 | $43.7M | $53.2M |
自由现金流AMWDROCK
| Q4 25 | $638.0K | $26.2M | ||
| Q3 25 | $25.3M | $64.8M | ||
| Q2 25 | $35.8M | $27.3M | ||
| Q1 25 | $2.3M | $2.3M | ||
| Q4 24 | $1.1M | $14.1M | ||
| Q3 24 | $29.5M | $60.5M | ||
| Q2 24 | $7.2M | $33.5M | ||
| Q1 24 | $22.1M | $48.8M |
自由现金流率AMWDROCK
| Q4 25 | 0.2% | 11.7% | ||
| Q3 25 | 6.3% | 20.8% | ||
| Q2 25 | 8.9% | 8.8% | ||
| Q1 25 | 0.6% | 0.8% | ||
| Q4 24 | 0.2% | 7.8% | ||
| Q3 24 | 6.4% | 21.8% | ||
| Q2 24 | 1.6% | 12.2% | ||
| Q1 24 | 5.2% | 16.7% |
资本支出强度AMWDROCK
| Q4 25 | 2.7% | 4.1% | ||
| Q3 25 | 1.9% | 2.6% | ||
| Q2 25 | 2.2% | 5.7% | ||
| Q1 25 | 2.2% | 3.9% | ||
| Q4 24 | 2.4% | 3.3% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 8.0% | 1.1% | ||
| Q1 24 | 5.1% | 1.5% |
现金转化率AMWDROCK
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 1.73× | ||
| Q1 25 | 0.66× | 0.65× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 1.90× | ||
| Q2 24 | 1.62× | 1.13× | ||
| Q1 24 | 2.06× | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
