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AMERICAN WOODMARK CORP（AMWD）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.2倍（$394.6M vs $342.1M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -1.9%，领先3.4%），Stitch Fix, Inc.同比增速更快（7.3% vs -12.8%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $638.0K），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% 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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
AMWD vs SFIX — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$342.1M
营收增速更快
SFIX
高出20.1%
-12.8%
净利率更高
AMWD
高出3.4%
-1.9%
自由现金流更多
SFIX
多$4.9M
$638.0K
两年增速更快
SFIX
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $342.1M |
| 净利润 | $6.1M | $-6.4M |
| 毛利率 | 15.2% | 43.6% |
| 营业利润率 | 3.1% | -2.5% |
| 净利率 | 1.5% | -1.9% |
| 营收同比 | -12.8% | 7.3% |
| 净利润同比 | -78.0% | -1.7% |
| 每股收益（稀释后） | $0.42 | $-0.05 |
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AMWDSFIX
| Q4 25 | $394.6M | $342.1M | ||
| Q3 25 | $403.0M | $311.2M | ||
| Q2 25 | $400.4M | $325.0M | ||
| Q1 25 | $397.6M | $312.1M | ||
| Q4 24 | $452.5M | $318.8M | ||
| Q3 24 | $459.1M | $319.6M | ||
| Q2 24 | $453.3M | $322.7M | ||
| Q1 24 | $422.1M | $330.4M |
净利润AMWDSFIX
| Q4 25 | $6.1M | $-6.4M | ||
| Q3 25 | $14.6M | $-8.6M | ||
| Q2 25 | $25.6M | $-7.4M | ||
| Q1 25 | $16.6M | $-6.5M | ||
| Q4 24 | $27.7M | $-6.3M | ||
| Q3 24 | $29.6M | $-36.5M | ||
| Q2 24 | $26.8M | $-21.3M | ||
| Q1 24 | $21.2M | $-35.5M |
毛利率AMWDSFIX
| Q4 25 | 15.2% | 43.6% | ||
| Q3 25 | 16.7% | 43.6% | ||
| Q2 25 | 17.0% | 44.2% | ||
| Q1 25 | 15.0% | 44.5% | ||
| Q4 24 | 18.9% | 45.4% | ||
| Q3 24 | 20.2% | 44.6% | ||
| Q2 24 | 18.6% | 45.5% | ||
| Q1 24 | 19.2% | 43.4% |
营业利润率AMWDSFIX
| Q4 25 | 3.1% | -2.5% | ||
| Q3 25 | 5.0% | -3.6% | ||
| Q2 25 | 7.4% | -3.0% | ||
| Q1 25 | 5.3% | -2.9% | ||
| Q4 24 | 9.4% | -2.8% | ||
| Q3 24 | 10.2% | -13.1% | ||
| Q2 24 | 8.4% | -7.7% | ||
| Q1 24 | 6.6% | -11.5% |
净利率AMWDSFIX
| Q4 25 | 1.5% | -1.9% | ||
| Q3 25 | 3.6% | -2.8% | ||
| Q2 25 | 6.4% | -2.3% | ||
| Q1 25 | 4.2% | -2.1% | ||
| Q4 24 | 6.1% | -2.0% | ||
| Q3 24 | 6.5% | -11.4% | ||
| Q2 24 | 5.9% | -6.6% | ||
| Q1 24 | 5.0% | -10.8% |
每股收益（稀释后）AMWDSFIX
| Q4 25 | $0.42 | $-0.05 | ||
| Q3 25 | $1.00 | $-0.06 | ||
| Q2 25 | $1.73 | $-0.06 | ||
| Q1 25 | $1.09 | $-0.05 | ||
| Q4 24 | $1.79 | $-0.05 | ||
| Q3 24 | $1.89 | $-0.29 | ||
| Q2 24 | $1.70 | $-0.18 | ||
| Q1 24 | $1.32 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $204.1M |
| 总资产 | $1.6B | $530.7M |
| 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AMWDSFIX
| Q4 25 | $52.1M | $244.2M | ||
| Q3 25 | $54.9M | $234.9M | ||
| Q2 25 | $48.2M | $234.2M | ||
| Q1 25 | $43.5M | $219.1M | ||
| Q4 24 | $56.7M | $253.3M | ||
| Q3 24 | $89.3M | $247.0M | ||
| Q2 24 | $87.4M | $244.5M | ||
| Q1 24 | $97.8M | $229.8M |
总债务AMWDSFIX
| 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AMWDSFIX
| Q4 25 | $928.2M | $204.1M | ||
| Q3 25 | $920.3M | $203.0M | ||
| Q2 25 | $916.0M | $200.4M | ||
| Q1 25 | $919.6M | $197.8M | ||
| Q4 24 | $915.1M | $190.5M | ||
| Q3 24 | $913.8M | $187.0M | ||
| Q2 24 | $910.4M | $208.9M | ||
| Q1 24 | $896.9M | $213.3M |
总资产AMWDSFIX
| Q4 25 | $1.6B | $530.7M | ||
| Q3 25 | $1.6B | $480.6M | ||
| Q2 25 | $1.6B | $484.7M | ||
| Q1 25 | $1.6B | $472.6M | ||
| Q4 24 | $1.6B | $507.1M | ||
| Q3 24 | $1.6B | $486.9M | ||
| Q2 24 | $1.6B | $537.0M | ||
| Q1 24 | $1.6B | $538.3M |
负债/权益比AMWDSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $5.6M |
| 自由现金流率自由现金流/营收 | 0.2% | 1.6% |
| 资本支出强度资本支出/营收 | 2.7% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流AMWDSFIX
| Q4 25 | $11.2M | $10.9M | ||
| Q3 25 | $33.1M | $7.0M | ||
| Q2 25 | $44.8M | $20.5M | ||
| Q1 25 | $11.0M | $-16.2M | ||
| Q4 24 | $11.9M | $14.3M | ||
| Q3 24 | $40.8M | $8.2M | ||
| Q2 24 | $43.3M | $21.7M | ||
| Q1 24 | $43.7M | $-22.3M |
自由现金流AMWDSFIX
| Q4 25 | $638.0K | $5.6M | ||
| Q3 25 | $25.3M | $2.8M | ||
| Q2 25 | $35.8M | $16.0M | ||
| Q1 25 | $2.3M | $-19.4M | ||
| Q4 24 | $1.1M | $9.9M | ||
| Q3 24 | $29.5M | $4.5M | ||
| Q2 24 | $7.2M | $18.9M | ||
| Q1 24 | $22.1M | $-26.1M |
自由现金流率AMWDSFIX
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | 6.3% | 0.9% | ||
| Q2 25 | 8.9% | 4.9% | ||
| Q1 25 | 0.6% | -6.2% | ||
| Q4 24 | 0.2% | 3.1% | ||
| Q3 24 | 6.4% | 1.4% | ||
| Q2 24 | 1.6% | 5.9% | ||
| Q1 24 | 5.2% | -7.9% |
资本支出强度AMWDSFIX
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 2.2% | 1.4% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 2.4% | 1.4% | ||
| Q3 24 | 2.5% | 1.2% | ||
| Q2 24 | 8.0% | 0.9% | ||
| Q1 24 | 5.1% | 1.1% |
现金转化率AMWDSFIX
| 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× | — | ||
| 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% |
SFIX
暂无分部数据
