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AMERICAN WOODMARK CORP(AMWD)与BOSTON BEER CO INC(SAM)财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是AMERICAN WOODMARK CORP的1.2倍($461.6M vs $394.6M),BOSTON BEER CO INC同比增速更快(-4.1% vs -12.8%),过去两年AMERICAN WOODMARK CORP的营收复合增速更高(-3.3% vs -10.7%)
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。
波士顿啤酒公司是美国知名酿酒企业,1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名,后续陆续推出多个自有品牌,2019年正式完成与角鲨头酿酒厂的合并,是北美精酿啤酒行业的核心参与者之一。
AMWD vs SAM — 直观对比
营收规模更大
SAM
是对方的1.2倍
$394.6M
营收增速更快
SAM
高出8.7%
-12.8%
两年增速更快
AMWD
近两年复合增速
-10.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $394.6M | $461.6M |
| 净利润 | $6.1M | — |
| 毛利率 | 15.2% | 46.4% |
| 营业利润率 | 3.1% | 12.4% |
| 净利率 | 1.5% | — |
| 营收同比 | -12.8% | -4.1% |
| 净利润同比 | -78.0% | — |
| 每股收益(稀释后) | $0.42 | $2.16 |
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
AMWD
SAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $394.6M | $385.7M | ||
| Q3 25 | $403.0M | $537.5M | ||
| Q2 25 | $400.4M | $587.9M | ||
| Q1 25 | $397.6M | $453.9M | ||
| Q4 24 | $452.5M | $402.3M | ||
| Q3 24 | $459.1M | $605.5M | ||
| Q2 24 | $453.3M | $579.1M |
净利润
AMWD
SAM
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $-22.5M | ||
| Q3 25 | $14.6M | $46.2M | ||
| Q2 25 | $25.6M | $60.4M | ||
| Q1 25 | $16.6M | $24.4M | ||
| Q4 24 | $27.7M | $-38.8M | ||
| Q3 24 | $29.6M | $33.5M | ||
| Q2 24 | $26.8M | $52.3M |
毛利率
AMWD
SAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 15.2% | 43.5% | ||
| Q3 25 | 16.7% | 50.8% | ||
| Q2 25 | 17.0% | 49.8% | ||
| Q1 25 | 15.0% | 48.3% | ||
| Q4 24 | 18.9% | 39.9% | ||
| Q3 24 | 20.2% | 46.3% | ||
| Q2 24 | 18.6% | 46.0% |
营业利润率
AMWD
SAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | 3.1% | -8.6% | ||
| Q3 25 | 5.0% | 11.5% | ||
| Q2 25 | 7.4% | 14.0% | ||
| Q1 25 | 5.3% | 7.4% | ||
| Q4 24 | 9.4% | -13.9% | ||
| Q3 24 | 10.2% | 7.6% | ||
| Q2 24 | 8.4% | 12.2% |
净利率
AMWD
SAM
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | -5.8% | ||
| Q3 25 | 3.6% | 8.6% | ||
| Q2 25 | 6.4% | 10.3% | ||
| Q1 25 | 4.2% | 5.4% | ||
| Q4 24 | 6.1% | -9.6% | ||
| Q3 24 | 6.5% | 5.5% | ||
| Q2 24 | 5.9% | 9.0% |
每股收益(稀释后)
AMWD
SAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $0.42 | $-1.97 | ||
| Q3 25 | $1.00 | $4.25 | ||
| Q2 25 | $1.73 | $5.45 | ||
| Q1 25 | $1.09 | $2.16 | ||
| Q4 24 | $1.79 | $-3.23 | ||
| Q3 24 | $1.89 | $2.86 | ||
| Q2 24 | $1.70 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $682.6M |
| 总资产 | $1.6B | $1.2B |
| 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
AMWD
SAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $52.1M | $223.4M | ||
| Q3 25 | $54.9M | $250.5M | ||
| Q2 25 | $48.2M | $212.4M | ||
| Q1 25 | $43.5M | $152.5M | ||
| Q4 24 | $56.7M | $211.8M | ||
| Q3 24 | $89.3M | $255.6M | ||
| Q2 24 | $87.4M | $219.3M |
总债务
AMWD
SAM
| Q1 26 | — | — | ||
| 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 | — |
股东权益
AMWD
SAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $928.2M | $846.3M | ||
| Q3 25 | $920.3M | $911.0M | ||
| Q2 25 | $916.0M | $912.3M | ||
| Q1 25 | $919.6M | $897.0M | ||
| Q4 24 | $915.1M | $916.2M | ||
| Q3 24 | $913.8M | $1.0B | ||
| Q2 24 | $910.4M | $1.0B |
总资产
AMWD
SAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
负债/权益比
AMWD
SAM
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| 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
AMWD
SAM
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $39.9M | ||
| Q3 25 | $33.1M | $101.8M | ||
| Q2 25 | $44.8M | $126.5M | ||
| Q1 25 | $11.0M | $1.9M | ||
| Q4 24 | $11.9M | $41.9M | ||
| Q3 24 | $40.8M | $115.9M | ||
| Q2 24 | $43.3M | $96.0M |
自由现金流
AMWD
SAM
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $22.1M | ||
| Q3 25 | $25.3M | $89.2M | ||
| Q2 25 | $35.8M | $112.2M | ||
| Q1 25 | $2.3M | $-8.0M | ||
| Q4 24 | $1.1M | $18.4M | ||
| Q3 24 | $29.5M | $99.2M | ||
| Q2 24 | $7.2M | $75.6M |
自由现金流率
AMWD
SAM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 5.7% | ||
| Q3 25 | 6.3% | 16.6% | ||
| Q2 25 | 8.9% | 19.1% | ||
| Q1 25 | 0.6% | -1.8% | ||
| Q4 24 | 0.2% | 4.6% | ||
| Q3 24 | 6.4% | 16.4% | ||
| Q2 24 | 1.6% | 13.1% |
资本支出强度
AMWD
SAM
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 4.6% | ||
| Q3 25 | 1.9% | 2.3% | ||
| Q2 25 | 2.2% | 2.4% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.4% | 5.8% | ||
| Q3 24 | 2.5% | 2.8% | ||
| Q2 24 | 8.0% | 3.5% |
现金转化率
AMWD
SAM
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 2.21× | ||
| Q2 25 | 1.75× | 2.09× | ||
| Q1 25 | 0.66× | 0.08× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 3.46× | ||
| Q2 24 | 1.62× | 1.83× |
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% |
SAM
暂无分部数据