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AMERICAN WOODMARK CORP（AMWD）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.2倍（$394.6M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 1.5%，领先4.2%），Revolve Group, Inc.同比增速更快（10.4% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
AMWD vs RVLV — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$324.4M
营收增速更快
RVLV
高出23.2%
-12.8%
净利率更高
RVLV
高出4.2%
1.5%
自由现金流更多
AMWD
多$13.9M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $324.4M |
| 净利润 | $6.1M | $18.6M |
| 毛利率 | 15.2% | 53.3% |
| 营业利润率 | 3.1% | 6.3% |
| 净利率 | 1.5% | 5.7% |
| 营收同比 | -12.8% | 10.4% |
| 净利润同比 | -78.0% | 50.4% |
| 每股收益（稀释后） | $0.42 | $0.27 |
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AMWDRVLV
| Q4 25 | $394.6M | $324.4M | ||
| Q3 25 | $403.0M | $295.6M | ||
| Q2 25 | $400.4M | $309.0M | ||
| Q1 25 | $397.6M | $296.7M | ||
| Q4 24 | $452.5M | $293.7M | ||
| Q3 24 | $459.1M | $283.1M | ||
| Q2 24 | $453.3M | $282.5M | ||
| Q1 24 | $422.1M | $270.6M |
净利润AMWDRVLV
| Q4 25 | $6.1M | $18.6M | ||
| Q3 25 | $14.6M | $21.2M | ||
| Q2 25 | $25.6M | $10.2M | ||
| Q1 25 | $16.6M | $11.8M | ||
| Q4 24 | $27.7M | $12.3M | ||
| Q3 24 | $29.6M | $11.0M | ||
| Q2 24 | $26.8M | $15.4M | ||
| Q1 24 | $21.2M | $10.9M |
毛利率AMWDRVLV
| Q4 25 | 15.2% | 53.3% | ||
| Q3 25 | 16.7% | 54.6% | ||
| Q2 25 | 17.0% | 54.1% | ||
| Q1 25 | 15.0% | 52.0% | ||
| Q4 24 | 18.9% | 52.5% | ||
| Q3 24 | 20.2% | 51.2% | ||
| Q2 24 | 18.6% | 54.0% | ||
| Q1 24 | 19.2% | 52.3% |
营业利润率AMWDRVLV
| Q4 25 | 3.1% | 6.3% | ||
| Q3 25 | 5.0% | 7.1% | ||
| Q2 25 | 7.4% | 5.8% | ||
| Q1 25 | 5.3% | 5.0% | ||
| Q4 24 | 9.4% | 3.9% | ||
| Q3 24 | 10.2% | 5.0% | ||
| Q2 24 | 8.4% | 5.8% | ||
| Q1 24 | 6.6% | 3.4% |
净利率AMWDRVLV
| Q4 25 | 1.5% | 5.7% | ||
| Q3 25 | 3.6% | 7.2% | ||
| Q2 25 | 6.4% | 3.3% | ||
| Q1 25 | 4.2% | 4.0% | ||
| Q4 24 | 6.1% | 4.2% | ||
| Q3 24 | 6.5% | 3.9% | ||
| Q2 24 | 5.9% | 5.4% | ||
| Q1 24 | 5.0% | 4.0% |
每股收益（稀释后）AMWDRVLV
| Q4 25 | $0.42 | $0.27 | ||
| Q3 25 | $1.00 | $0.29 | ||
| Q2 25 | $1.73 | $0.14 | ||
| Q1 25 | $1.09 | $0.16 | ||
| Q4 24 | $1.79 | $0.18 | ||
| Q3 24 | $1.89 | $0.15 | ||
| Q2 24 | $1.70 | $0.21 | ||
| Q1 24 | $1.32 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $512.5M |
| 总资产 | $1.6B | $765.0M |
| 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AMWDRVLV
| Q4 25 | $52.1M | $292.3M | ||
| Q3 25 | $54.9M | $315.4M | ||
| Q2 25 | $48.2M | $310.7M | ||
| Q1 25 | $43.5M | $300.8M | ||
| Q4 24 | $56.7M | $256.6M | ||
| Q3 24 | $89.3M | $252.8M | ||
| Q2 24 | $87.4M | $244.7M | ||
| Q1 24 | $97.8M | $273.4M |
总债务AMWDRVLV
| 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AMWDRVLV
| Q4 25 | $928.2M | $512.5M | ||
| Q3 25 | $920.3M | $490.2M | ||
| Q2 25 | $916.0M | $468.6M | ||
| Q1 25 | $919.6M | $453.4M | ||
| Q4 24 | $915.1M | $437.8M | ||
| Q3 24 | $913.8M | $420.8M | ||
| Q2 24 | $910.4M | $405.8M | ||
| Q1 24 | $896.9M | $389.9M |
总资产AMWDRVLV
| Q4 25 | $1.6B | $765.0M | ||
| Q3 25 | $1.6B | $751.3M | ||
| Q2 25 | $1.6B | $722.9M | ||
| Q1 25 | $1.6B | $713.9M | ||
| Q4 24 | $1.6B | $665.5M | ||
| Q3 24 | $1.6B | $670.9M | ||
| Q2 24 | $1.6B | $657.8M | ||
| Q1 24 | $1.6B | $650.0M |
负债/权益比AMWDRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-13.3M |
| 自由现金流率自由现金流/营收 | 0.2% | -4.1% |
| 资本支出强度资本支出/营收 | 2.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.83× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流AMWDRVLV
| Q4 25 | $11.2M | $-10.2M | ||
| Q3 25 | $33.1M | $11.8M | ||
| Q2 25 | $44.8M | $12.6M | ||
| Q1 25 | $11.0M | $45.1M | ||
| Q4 24 | $11.9M | $3.9M | ||
| Q3 24 | $40.8M | $9.1M | ||
| Q2 24 | $43.3M | $-24.7M | ||
| Q1 24 | $43.7M | $38.4M |
自由现金流AMWDRVLV
| Q4 25 | $638.0K | $-13.3M | ||
| Q3 25 | $25.3M | $7.5M | ||
| Q2 25 | $35.8M | $10.4M | ||
| Q1 25 | $2.3M | $43.4M | ||
| Q4 24 | $1.1M | $2.1M | ||
| Q3 24 | $29.5M | $8.0M | ||
| Q2 24 | $7.2M | $-25.7M | ||
| Q1 24 | $22.1M | $36.7M |
自由现金流率AMWDRVLV
| Q4 25 | 0.2% | -4.1% | ||
| Q3 25 | 6.3% | 2.5% | ||
| Q2 25 | 8.9% | 3.4% | ||
| Q1 25 | 0.6% | 14.6% | ||
| Q4 24 | 0.2% | 0.7% | ||
| Q3 24 | 6.4% | 2.8% | ||
| Q2 24 | 1.6% | -9.1% | ||
| Q1 24 | 5.2% | 13.5% |
资本支出强度AMWDRVLV
| Q4 25 | 2.7% | 1.0% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 2.4% | 0.6% | ||
| Q3 24 | 2.5% | 0.4% | ||
| Q2 24 | 8.0% | 0.4% | ||
| Q1 24 | 5.1% | 0.6% |
现金转化率AMWDRVLV
| Q4 25 | 1.83× | -0.55× | ||
| Q3 25 | 2.27× | 0.56× | ||
| Q2 25 | 1.75× | 1.24× | ||
| Q1 25 | 0.66× | 3.82× | ||
| Q4 24 | 0.43× | 0.32× | ||
| Q3 24 | 1.38× | 0.83× | ||
| Q2 24 | 1.62× | -1.60× | ||
| Q1 24 | 2.06× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
