vs
AMERICAN WOODMARK CORP（AMWD）与STEPAN CO（SCL）财务数据对比。点击上方公司名可切换其他公司
STEPAN CO的季度营收约是AMERICAN WOODMARK CORP的1.5倍（$604.5M vs $394.6M），STEPAN CO净利率更高（3.3% vs 1.5%，领先1.7%），STEPAN CO同比增速更快（1.9% vs -12.8%），过去两年STEPAN CO的营收复合增速更高（4.2% 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。
斯特潘公司是一家美国特种化学品制造商，总部位于伊利诺伊州诺斯布鲁克，1932年由小阿尔弗雷德·C·斯特潘创立，现有约2000名员工，目前由创始人的孙子小F·奎因·斯特潘执掌。该公司是全球最大的阴离子表面活性剂商品生产商，产品用于提升洗涤剂、洗发水、牙膏及化妆品的起泡与清洁能力。
AMWD vs SCL — 直观对比
营收规模更大
SCL
是对方的1.5倍
$394.6M
营收增速更快
SCL
高出14.7%
-12.8%
净利率更高
SCL
高出1.7%
1.5%
两年增速更快
SCL
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $604.5M |
| 净利润 | $6.1M | $19.7M |
| 毛利率 | 15.2% | 10.7% |
| 营业利润率 | 3.1% | 4.7% |
| 净利率 | 1.5% | 3.3% |
| 营收同比 | -12.8% | 1.9% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | $0.86 |
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AMWDSCL
| Q1 26 | — | $604.5M | ||
| Q4 25 | $394.6M | $553.9M | ||
| Q3 25 | $403.0M | $590.3M | ||
| Q2 25 | $400.4M | $594.7M | ||
| Q1 25 | $397.6M | $593.3M | ||
| Q4 24 | $452.5M | $525.6M | ||
| Q3 24 | $459.1M | $546.8M | ||
| Q2 24 | $453.3M | $556.4M |
净利润AMWDSCL
| Q1 26 | — | $19.7M | ||
| Q4 25 | $6.1M | $5.0M | ||
| Q3 25 | $14.6M | $10.8M | ||
| Q2 25 | $25.6M | $11.3M | ||
| Q1 25 | $16.6M | $19.7M | ||
| Q4 24 | $27.7M | $3.4M | ||
| Q3 24 | $29.6M | $23.6M | ||
| Q2 24 | $26.8M | $9.5M |
毛利率AMWDSCL
| Q1 26 | — | 10.7% | ||
| Q4 25 | 15.2% | 9.3% | ||
| Q3 25 | 16.7% | 12.0% | ||
| Q2 25 | 17.0% | 12.1% | ||
| Q1 25 | 15.0% | 12.7% | ||
| Q4 24 | 18.9% | 10.8% | ||
| Q3 24 | 20.2% | 13.8% | ||
| Q2 24 | 18.6% | 12.5% |
营业利润率AMWDSCL
| Q1 26 | — | 4.7% | ||
| Q4 25 | 3.1% | 1.9% | ||
| Q3 25 | 5.0% | 3.7% | ||
| Q2 25 | 7.4% | 3.0% | ||
| Q1 25 | 5.3% | 4.8% | ||
| Q4 24 | 9.4% | 1.5% | ||
| Q3 24 | 10.2% | 4.4% | ||
| Q2 24 | 8.4% | 3.4% |
净利率AMWDSCL
| Q1 26 | — | 3.3% | ||
| Q4 25 | 1.5% | 0.9% | ||
| Q3 25 | 3.6% | 1.8% | ||
| Q2 25 | 6.4% | 1.9% | ||
| Q1 25 | 4.2% | 3.3% | ||
| Q4 24 | 6.1% | 0.6% | ||
| Q3 24 | 6.5% | 4.3% | ||
| Q2 24 | 5.9% | 1.7% |
每股收益（稀释后）AMWDSCL
| Q1 26 | — | $0.86 | ||
| Q4 25 | $0.42 | $0.22 | ||
| Q3 25 | $1.00 | $0.47 | ||
| Q2 25 | $1.73 | $0.50 | ||
| Q1 25 | $1.09 | $0.86 | ||
| Q4 24 | $1.79 | $0.14 | ||
| Q3 24 | $1.89 | $1.03 | ||
| Q2 24 | $1.70 | $0.42 |
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 | — |
| 总债务越低越好 | $363.3M | $328.4M |
| 股东权益账面价值 | $928.2M | $1.2B |
| 总资产 | $1.6B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资AMWDSCL
| Q1 26 | — | — | ||
| Q4 25 | $52.1M | $132.7M | ||
| Q3 25 | $54.9M | $118.5M | ||
| Q2 25 | $48.2M | $88.9M | ||
| Q1 25 | $43.5M | $107.5M | ||
| Q4 24 | $56.7M | $99.7M | ||
| Q3 24 | $89.3M | $147.3M | ||
| Q2 24 | $87.4M | $124.7M |
总债务AMWDSCL
| Q1 26 | — | $328.4M | ||
| Q4 25 | $363.3M | $626.7M | ||
| Q3 25 | $364.8M | $655.5M | ||
| Q2 25 | $365.8M | $658.0M | ||
| Q1 25 | $367.3M | $659.3M | ||
| Q4 24 | $368.0M | $625.4M | ||
| Q3 24 | $372.2M | $688.5M | ||
| Q2 24 | $371.8M | $657.1M |
股东权益AMWDSCL
| Q1 26 | — | $1.2B | ||
| Q4 25 | $928.2M | $1.2B | ||
| Q3 25 | $920.3M | $1.2B | ||
| Q2 25 | $916.0M | $1.2B | ||
| Q1 25 | $919.6M | $1.2B | ||
| Q4 24 | $915.1M | $1.2B | ||
| Q3 24 | $913.8M | $1.2B | ||
| Q2 24 | $910.4M | $1.2B |
总资产AMWDSCL
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.4B | ||
| Q2 25 | $1.6B | $2.4B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.6B | $2.3B |
负债/权益比AMWDSCL
| Q1 26 | — | 0.28× | ||
| Q4 25 | 0.39× | 0.50× | ||
| Q3 25 | 0.40× | 0.53× | ||
| Q2 25 | 0.40× | 0.53× | ||
| Q1 25 | 0.40× | 0.55× | ||
| Q4 24 | 0.40× | 0.53× | ||
| Q3 24 | 0.41× | 0.56× | ||
| Q2 24 | 0.41× | 0.55× |
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AMWDSCL
| Q1 26 | — | — | ||
| Q4 25 | $11.2M | $60.0M | ||
| Q3 25 | $33.1M | $69.8M | ||
| Q2 25 | $44.8M | $11.2M | ||
| Q1 25 | $11.0M | $6.9M | ||
| Q4 24 | $11.9M | $68.3M | ||
| Q3 24 | $40.8M | $22.7M | ||
| Q2 24 | $43.3M | $29.5M |
自由现金流AMWDSCL
| Q1 26 | — | — | ||
| Q4 25 | $638.0K | $25.4M | ||
| Q3 25 | $25.3M | $40.2M | ||
| Q2 25 | $35.8M | $-14.4M | ||
| Q1 25 | $2.3M | $-25.8M | ||
| Q4 24 | $1.1M | $32.1M | ||
| Q3 24 | $29.5M | $-4.0M | ||
| Q2 24 | $7.2M | $-208.0K |
自由现金流率AMWDSCL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 4.6% | ||
| Q3 25 | 6.3% | 6.8% | ||
| Q2 25 | 8.9% | -2.4% | ||
| Q1 25 | 0.6% | -4.3% | ||
| Q4 24 | 0.2% | 6.1% | ||
| Q3 24 | 6.4% | -0.7% | ||
| Q2 24 | 1.6% | -0.0% |
资本支出强度AMWDSCL
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 6.3% | ||
| Q3 25 | 1.9% | 5.0% | ||
| Q2 25 | 2.2% | 4.3% | ||
| Q1 25 | 2.2% | 5.5% | ||
| Q4 24 | 2.4% | 6.9% | ||
| Q3 24 | 2.5% | 4.9% | ||
| Q2 24 | 8.0% | 5.3% |
现金转化率AMWDSCL
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 11.99× | ||
| Q3 25 | 2.27× | 6.44× | ||
| Q2 25 | 1.75× | 0.99× | ||
| Q1 25 | 0.66× | 0.35× | ||
| Q4 24 | 0.43× | 20.38× | ||
| Q3 24 | 1.38× | 0.96× | ||
| Q2 24 | 1.62× | 3.10× |
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% |
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 3% |
