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AMERICAN WOODMARK CORP（AMWD）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$766.5M vs $394.6M），SCANSOURCE, INC.净利率更高（2.2% vs 1.5%，领先0.6%），SCANSOURCE, INC.同比增速更快（2.5% vs -12.8%），SCANSOURCE, INC.自由现金流更多（$28.9M vs $638.0K），过去两年SCANSOURCE, INC.的营收复合增速更高（0.9% 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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
AMWD vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.9倍
$394.6M
营收增速更快
SCSC
高出15.3%
-12.8%
净利率更高
SCSC
高出0.6%
1.5%
自由现金流更多
SCSC
多$28.2M
$638.0K
两年增速更快
SCSC
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $766.5M |
| 净利润 | $6.1M | $16.5M |
| 毛利率 | 15.2% | 13.4% |
| 营业利润率 | 3.1% | 2.3% |
| 净利率 | 1.5% | 2.2% |
| 营收同比 | -12.8% | 2.5% |
| 净利润同比 | -78.0% | -3.3% |
| 每股收益（稀释后） | $0.42 | $0.75 |
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AMWDSCSC
| Q4 25 | $394.6M | $766.5M | ||
| Q3 25 | $403.0M | $739.6M | ||
| Q2 25 | $400.4M | $812.9M | ||
| Q1 25 | $397.6M | $704.8M | ||
| Q4 24 | $452.5M | $747.5M | ||
| Q3 24 | $459.1M | $775.6M | ||
| Q2 24 | $453.3M | $746.1M | ||
| Q1 24 | $422.1M | $752.6M |
净利润AMWDSCSC
| Q4 25 | $6.1M | $16.5M | ||
| Q3 25 | $14.6M | $19.9M | ||
| Q2 25 | $25.6M | $20.1M | ||
| Q1 25 | $16.6M | $17.4M | ||
| Q4 24 | $27.7M | $17.1M | ||
| Q3 24 | $29.6M | $17.0M | ||
| Q2 24 | $26.8M | $16.1M | ||
| Q1 24 | $21.2M | $12.8M |
毛利率AMWDSCSC
| Q4 25 | 15.2% | 13.4% | ||
| Q3 25 | 16.7% | 14.5% | ||
| Q2 25 | 17.0% | 12.9% | ||
| Q1 25 | 15.0% | 14.2% | ||
| Q4 24 | 18.9% | 13.6% | ||
| Q3 24 | 20.2% | 13.1% | ||
| Q2 24 | 18.6% | 13.0% | ||
| Q1 24 | 19.2% | 12.6% |
营业利润率AMWDSCSC
| Q4 25 | 3.1% | 2.3% | ||
| Q3 25 | 5.0% | 3.5% | ||
| Q2 25 | 7.4% | 3.3% | ||
| Q1 25 | 5.3% | 3.2% | ||
| Q4 24 | 9.4% | 2.5% | ||
| Q3 24 | 10.2% | 2.3% | ||
| Q2 24 | 8.4% | 2.9% | ||
| Q1 24 | 6.6% | 2.3% |
净利率AMWDSCSC
| Q4 25 | 1.5% | 2.2% | ||
| Q3 25 | 3.6% | 2.7% | ||
| Q2 25 | 6.4% | 2.5% | ||
| Q1 25 | 4.2% | 2.5% | ||
| Q4 24 | 6.1% | 2.3% | ||
| Q3 24 | 6.5% | 2.2% | ||
| Q2 24 | 5.9% | 2.2% | ||
| Q1 24 | 5.0% | 1.7% |
每股收益（稀释后）AMWDSCSC
| Q4 25 | $0.42 | $0.75 | ||
| Q3 25 | $1.00 | $0.89 | ||
| Q2 25 | $1.73 | $0.87 | ||
| Q1 25 | $1.09 | $0.74 | ||
| Q4 24 | $1.79 | $0.70 | ||
| Q3 24 | $1.89 | $0.69 | ||
| Q2 24 | $1.70 | $0.66 | ||
| Q1 24 | $1.32 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $910.9M |
| 总资产 | $1.6B | $1.7B |
| 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AMWDSCSC
| Q4 25 | $52.1M | $83.5M | ||
| Q3 25 | $54.9M | $124.9M | ||
| Q2 25 | $48.2M | $126.2M | ||
| Q1 25 | $43.5M | $146.3M | ||
| Q4 24 | $56.7M | $110.5M | ||
| Q3 24 | $89.3M | $145.0M | ||
| Q2 24 | $87.4M | $185.5M | ||
| Q1 24 | $97.8M | $159.1M |
总债务AMWDSCSC
| 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AMWDSCSC
| Q4 25 | $928.2M | $910.9M | ||
| Q3 25 | $920.3M | $914.0M | ||
| Q2 25 | $916.0M | $906.4M | ||
| Q1 25 | $919.6M | $901.7M | ||
| Q4 24 | $915.1M | $900.7M | ||
| Q3 24 | $913.8M | $920.9M | ||
| Q2 24 | $910.4M | $924.3M | ||
| Q1 24 | $896.9M | $944.1M |
总资产AMWDSCSC
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.8B | ||
| Q1 24 | $1.6B | $1.8B |
负债/权益比AMWDSCSC
| 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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $28.9M |
| 自由现金流率自由现金流/营收 | 0.2% | 3.8% |
| 资本支出强度资本支出/营收 | 2.7% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.87× |
| 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AMWDSCSC
| Q4 25 | $11.2M | $30.8M | ||
| Q3 25 | $33.1M | $23.2M | ||
| Q2 25 | $44.8M | — | ||
| Q1 25 | $11.0M | $66.1M | ||
| Q4 24 | $11.9M | $-6.2M | ||
| Q3 24 | $40.8M | $44.8M | ||
| Q2 24 | $43.3M | — | ||
| Q1 24 | $43.7M | $160.2M |
自由现金流AMWDSCSC
| Q4 25 | $638.0K | $28.9M | ||
| Q3 25 | $25.3M | $20.8M | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | $64.6M | ||
| Q4 24 | $1.1M | $-8.2M | ||
| Q3 24 | $29.5M | $42.5M | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | $157.7M |
自由现金流率AMWDSCSC
| Q4 25 | 0.2% | 3.8% | ||
| Q3 25 | 6.3% | 2.8% | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | 9.2% | ||
| Q4 24 | 0.2% | -1.1% | ||
| Q3 24 | 6.4% | 5.5% | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | 21.0% |
资本支出强度AMWDSCSC
| Q4 25 | 2.7% | 0.3% | ||
| Q3 25 | 1.9% | 0.3% | ||
| Q2 25 | 2.2% | 0.3% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.4% | 0.3% | ||
| Q3 24 | 2.5% | 0.3% | ||
| Q2 24 | 8.0% | 0.2% | ||
| Q1 24 | 5.1% | 0.3% |
现金转化率AMWDSCSC
| Q4 25 | 1.83× | 1.87× | ||
| Q3 25 | 2.27× | 1.17× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | 3.79× | ||
| Q4 24 | 0.43× | -0.36× | ||
| Q3 24 | 1.38× | 2.64× | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
