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AMERICAN WOODMARK CORP（AMWD）与RAYONIER ADVANCED MATERIALS INC.（RYAM）财务数据对比。点击上方公司名可切换其他公司
RAYONIER ADVANCED MATERIALS INC.的季度营收约是AMERICAN WOODMARK CORP的1.1倍（$417.5M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -5.0%，领先6.6%），RAYONIER ADVANCED MATERIALS INC.同比增速更快（-1.2% vs -12.8%），过去两年RAYONIER ADVANCED MATERIALS INC.的营收复合增速更高（3.8% 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。
RYAM（原雷尼尔先进材料公司）是一家美国全球性纤维素技术企业，主打高纯度特种纤维素产品，所生产的天然聚合物广泛应用于过滤器生产、食品加工、医药制造及各类工业领域，同时也为造纸和包装行业供应相关产品，在纤维素技术领域拥有较高的行业认可度。
AMWD vs RYAM — 直观对比
营收规模更大
RYAM
是对方的1.1倍
$394.6M
营收增速更快
RYAM
高出11.6%
-12.8%
净利率更高
AMWD
高出6.6%
-5.0%
两年增速更快
RYAM
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $417.5M |
| 净利润 | $6.1M | $-21.1M |
| 毛利率 | 15.2% | 8.9% |
| 营业利润率 | 3.1% | 2.6% |
| 净利率 | 1.5% | -5.0% |
| 营收同比 | -12.8% | -1.2% |
| 净利润同比 | -78.0% | -31.9% |
| 每股收益（稀释后） | $0.42 | $-0.33 |
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AMWDRYAM
| Q4 25 | $394.6M | $417.5M | ||
| Q3 25 | $403.0M | $352.8M | ||
| Q2 25 | $400.4M | $340.0M | ||
| Q1 25 | $397.6M | $356.0M | ||
| Q4 24 | $452.5M | $422.5M | ||
| Q3 24 | $459.1M | $401.1M | ||
| Q2 24 | $453.3M | $419.0M | ||
| Q1 24 | $422.1M | $387.7M |
净利润AMWDRYAM
| Q4 25 | $6.1M | $-21.1M | ||
| Q3 25 | $14.6M | $-4.5M | ||
| Q2 25 | $25.6M | $-363.2M | ||
| Q1 25 | $16.6M | $-32.0M | ||
| Q4 24 | $27.7M | $-16.0M | ||
| Q3 24 | $29.6M | $-32.6M | ||
| Q2 24 | $26.8M | $11.4M | ||
| Q1 24 | $21.2M | $-1.6M |
毛利率AMWDRYAM
| Q4 25 | 15.2% | 8.9% | ||
| Q3 25 | 16.7% | 9.7% | ||
| Q2 25 | 17.0% | 7.0% | ||
| Q1 25 | 15.0% | 6.8% | ||
| Q4 24 | 18.9% | 8.7% | ||
| Q3 24 | 20.2% | 10.9% | ||
| Q2 24 | 18.6% | 11.5% | ||
| Q1 24 | 19.2% | 9.5% |
营业利润率AMWDRYAM
| Q4 25 | 3.1% | 2.6% | ||
| Q3 25 | 5.0% | 2.8% | ||
| Q2 25 | 7.4% | -0.4% | ||
| Q1 25 | 5.3% | -4.2% | ||
| Q4 24 | 9.4% | 2.6% | ||
| Q3 24 | 10.2% | -4.2% | ||
| Q2 24 | 8.4% | 6.7% | ||
| Q1 24 | 6.6% | 4.4% |
净利率AMWDRYAM
| Q4 25 | 1.5% | -5.0% | ||
| Q3 25 | 3.6% | -1.3% | ||
| Q2 25 | 6.4% | -106.8% | ||
| Q1 25 | 4.2% | -9.0% | ||
| Q4 24 | 6.1% | -3.8% | ||
| Q3 24 | 6.5% | -8.1% | ||
| Q2 24 | 5.9% | 2.7% | ||
| Q1 24 | 5.0% | -0.4% |
每股收益（稀释后）AMWDRYAM
| Q4 25 | $0.42 | $-0.33 | ||
| Q3 25 | $1.00 | $-0.07 | ||
| Q2 25 | $1.73 | $-5.44 | ||
| Q1 25 | $1.09 | $-0.49 | ||
| Q4 24 | $1.79 | $-0.25 | ||
| Q3 24 | $1.89 | $-0.49 | ||
| Q2 24 | $1.70 | $0.17 | ||
| Q1 24 | $1.32 | $-0.02 |
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 | $75.4M |
| 总债务越低越好 | $363.3M | $758.1M |
| 股东权益账面价值 | $928.2M | $316.6M |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.39× | 2.39× |
8季度趋势，按日历期对齐
现金及短期投资AMWDRYAM
| Q4 25 | $52.1M | $75.4M | ||
| Q3 25 | $54.9M | $77.0M | ||
| Q2 25 | $48.2M | $70.7M | ||
| Q1 25 | $43.5M | $129.9M | ||
| Q4 24 | $56.7M | $125.2M | ||
| Q3 24 | $89.3M | $136.1M | ||
| Q2 24 | $87.4M | $114.1M | ||
| Q1 24 | $97.8M | $54.6M |
总债务AMWDRYAM
| Q4 25 | $363.3M | $758.1M | ||
| Q3 25 | $364.8M | $763.5M | ||
| Q2 25 | $365.8M | $720.4M | ||
| Q1 25 | $367.3M | $707.0M | ||
| Q4 24 | $368.0M | $706.4M | ||
| Q3 24 | $372.2M | $747.7M | ||
| Q2 24 | $371.8M | $752.8M | ||
| Q1 24 | $371.3M | $755.6M |
股东权益AMWDRYAM
| Q4 25 | $928.2M | $316.6M | ||
| Q3 25 | $920.3M | $338.2M | ||
| Q2 25 | $916.0M | $342.3M | ||
| Q1 25 | $919.6M | $688.1M | ||
| Q4 24 | $915.1M | $713.9M | ||
| Q3 24 | $913.8M | $732.7M | ||
| Q2 24 | $910.4M | $755.1M | ||
| Q1 24 | $896.9M | $741.8M |
总资产AMWDRYAM
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.6B | $2.2B | ||
| Q1 24 | $1.6B | $2.1B |
负债/权益比AMWDRYAM
| Q4 25 | 0.39× | 2.39× | ||
| Q3 25 | 0.40× | 2.26× | ||
| Q2 25 | 0.40× | 2.10× | ||
| Q1 25 | 0.40× | 1.03× | ||
| Q4 24 | 0.40× | 0.99× | ||
| Q3 24 | 0.41× | 1.02× | ||
| Q2 24 | 0.41× | 1.00× | ||
| Q1 24 | 0.41× | 1.02× |
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 | $32.3M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMWDRYAM
| Q4 25 | $11.2M | $32.3M | ||
| Q3 25 | $33.1M | $-17.8M | ||
| Q2 25 | $44.8M | $-30.2M | ||
| Q1 25 | $11.0M | $39.6M | ||
| Q4 24 | $11.9M | $54.9M | ||
| Q3 24 | $40.8M | $49.8M | ||
| Q2 24 | $43.3M | $87.6M | ||
| Q1 24 | $43.7M | $11.3M |
自由现金流AMWDRYAM
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDRYAM
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDRYAM
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDRYAM
| 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× | 7.69× | ||
| 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% |
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
