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AMERICAN WOODMARK CORP（AMWD）与STANDARD MOTOR PRODUCTS, INC.（SMP）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STANDARD MOTOR PRODUCTS, INC.的1.0倍（$394.6M vs $385.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs 1.5%，领先0.5%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
AMWD vs SMP — 直观对比
营收规模更大
AMWD
是对方的1.0倍
$385.1M
营收增速更快
SMP
高出24.9%
-12.8%
净利率更高
SMP
高出0.5%
1.5%
自由现金流更多
AMWD
多$38.3M
$-37.6M
两年增速更快
SMP
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $385.1M |
| 净利润 | $6.1M | $7.9M |
| 毛利率 | 15.2% | 31.7% |
| 营业利润率 | 3.1% | 5.6% |
| 净利率 | 1.5% | 2.0% |
| 营收同比 | -12.8% | 12.2% |
| 净利润同比 | -78.0% | 457.9% |
| 每股收益（稀释后） | $0.42 | $0.34 |
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AMWDSMP
| Q4 25 | $394.6M | $385.1M | ||
| Q3 25 | $403.0M | $498.8M | ||
| Q2 25 | $400.4M | $493.9M | ||
| Q1 25 | $397.6M | $413.4M | ||
| Q4 24 | $452.5M | $343.4M | ||
| Q3 24 | $459.1M | $399.3M | ||
| Q2 24 | $453.3M | $389.8M | ||
| Q1 24 | $422.1M | $331.4M |
净利润AMWDSMP
| Q4 25 | $6.1M | $7.9M | ||
| Q3 25 | $14.6M | $-4.3M | ||
| Q2 25 | $25.6M | $25.2M | ||
| Q1 25 | $16.6M | $12.6M | ||
| Q4 24 | $27.7M | $-2.2M | ||
| Q3 24 | $29.6M | $3.8M | ||
| Q2 24 | $26.8M | $17.1M | ||
| Q1 24 | $21.2M | $8.8M |
毛利率AMWDSMP
| Q4 25 | 15.2% | 31.7% | ||
| Q3 25 | 16.7% | 32.4% | ||
| Q2 25 | 17.0% | 30.6% | ||
| Q1 25 | 15.0% | 30.2% | ||
| Q4 24 | 18.9% | 29.4% | ||
| Q3 24 | 20.2% | 30.4% | ||
| Q2 24 | 18.6% | 28.6% | ||
| Q1 24 | 19.2% | 27.0% |
营业利润率AMWDSMP
| Q4 25 | 3.1% | 5.6% | ||
| Q3 25 | 5.0% | 9.5% | ||
| Q2 25 | 7.4% | 8.7% | ||
| Q1 25 | 5.3% | 5.9% | ||
| Q4 24 | 9.4% | 1.1% | ||
| Q3 24 | 10.2% | 9.3% | ||
| Q2 24 | 8.4% | 6.4% | ||
| Q1 24 | 6.6% | 4.4% |
净利率AMWDSMP
| Q4 25 | 1.5% | 2.0% | ||
| Q3 25 | 3.6% | -0.9% | ||
| Q2 25 | 6.4% | 5.1% | ||
| Q1 25 | 4.2% | 3.0% | ||
| Q4 24 | 6.1% | -0.6% | ||
| Q3 24 | 6.5% | 1.0% | ||
| Q2 24 | 5.9% | 4.4% | ||
| Q1 24 | 5.0% | 2.7% |
每股收益（稀释后）AMWDSMP
| Q4 25 | $0.42 | $0.34 | ||
| Q3 25 | $1.00 | $-0.19 | ||
| Q2 25 | $1.73 | $1.13 | ||
| Q1 25 | $1.09 | $0.56 | ||
| Q4 24 | $1.79 | $-0.09 | ||
| Q3 24 | $1.89 | $0.17 | ||
| Q2 24 | $1.70 | $0.77 | ||
| Q1 24 | $1.32 | $0.39 |
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 | — |
| 总债务越低越好 | $363.3M | $618.7M |
| 股东权益账面价值 | $928.2M | $683.7M |
| 总资产 | $1.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资AMWDSMP
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $87.2M | ||
| Q2 25 | $48.2M | $58.8M | ||
| Q1 25 | $43.5M | $50.3M | ||
| Q4 24 | $56.7M | $44.4M | ||
| Q3 24 | $89.3M | $26.3M | ||
| Q2 24 | $87.4M | $26.2M | ||
| Q1 24 | $97.8M | $27.1M |
总债务AMWDSMP
| Q4 25 | $363.3M | $618.7M | ||
| Q3 25 | $364.8M | $589.5M | ||
| Q2 25 | $365.8M | $636.6M | ||
| Q1 25 | $367.3M | $650.6M | ||
| Q4 24 | $368.0M | $562.3M | ||
| Q3 24 | $372.2M | $142.8M | ||
| Q2 24 | $371.8M | $208.2M | ||
| Q1 24 | $371.3M | $214.9M |
股东权益AMWDSMP
| Q4 25 | $928.2M | $683.7M | ||
| Q3 25 | $920.3M | $677.4M | ||
| Q2 25 | $916.0M | $688.6M | ||
| Q1 25 | $919.6M | $638.0M | ||
| Q4 24 | $915.1M | $615.7M | ||
| Q3 24 | $913.8M | $638.8M | ||
| Q2 24 | $910.4M | $640.0M | ||
| Q1 24 | $896.9M | $639.1M |
总资产AMWDSMP
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B | ||
| Q1 24 | $1.6B | $1.4B |
负债/权益比AMWDSMP
| Q4 25 | 0.39× | 0.90× | ||
| Q3 25 | 0.40× | 0.87× | ||
| Q2 25 | 0.40× | 0.92× | ||
| Q1 25 | 0.40× | 1.02× | ||
| Q4 24 | 0.40× | 0.91× | ||
| Q3 24 | 0.41× | 0.22× | ||
| Q2 24 | 0.41× | 0.33× | ||
| Q1 24 | 0.41× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-37.6M |
| 自由现金流率自由现金流/营收 | 0.2% | -9.8% |
| 资本支出强度资本支出/营收 | 2.7% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.83× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $18.7M |
8季度趋势，按日历期对齐
经营现金流AMWDSMP
| Q4 25 | $11.2M | $-28.2M | ||
| Q3 25 | $33.1M | $91.6M | ||
| Q2 25 | $44.8M | $54.3M | ||
| Q1 25 | $11.0M | $-60.2M | ||
| Q4 24 | $11.9M | $-1.5M | ||
| Q3 24 | $40.8M | $88.3M | ||
| Q2 24 | $43.3M | $35.6M | ||
| Q1 24 | $43.7M | $-45.7M |
自由现金流AMWDSMP
| Q4 25 | $638.0K | $-37.6M | ||
| Q3 25 | $25.3M | $81.5M | ||
| Q2 25 | $35.8M | $44.2M | ||
| Q1 25 | $2.3M | $-69.4M | ||
| Q4 24 | $1.1M | $-11.4M | ||
| Q3 24 | $29.5M | $77.1M | ||
| Q2 24 | $7.2M | $22.7M | ||
| Q1 24 | $22.1M | $-55.8M |
自由现金流率AMWDSMP
| Q4 25 | 0.2% | -9.8% | ||
| Q3 25 | 6.3% | 16.3% | ||
| Q2 25 | 8.9% | 8.9% | ||
| Q1 25 | 0.6% | -16.8% | ||
| Q4 24 | 0.2% | -3.3% | ||
| Q3 24 | 6.4% | 19.3% | ||
| Q2 24 | 1.6% | 5.8% | ||
| Q1 24 | 5.2% | -16.8% |
资本支出强度AMWDSMP
| Q4 25 | 2.7% | 2.4% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 2.2% | 2.1% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.4% | 2.9% | ||
| Q3 24 | 2.5% | 2.8% | ||
| Q2 24 | 8.0% | 3.3% | ||
| Q1 24 | 5.1% | 3.0% |
现金转化率AMWDSMP
| Q4 25 | 1.83× | -3.59× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 2.15× | ||
| Q1 25 | 0.66× | -4.79× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 23.19× | ||
| Q2 24 | 1.62× | 2.09× | ||
| Q1 24 | 2.06× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
