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AMERICAN WOODMARK CORP（AMWD）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是全食超市的1.2倍（$394.6M vs $340.2M），全食超市净利率更高（7.4% vs 1.5%，领先5.9%），全食超市同比增速更快（-0.3% vs -12.8%），全食超市自由现金流更多（$48.0M vs $638.0K），过去两年全食超市的营收复合增速更高（3.0% 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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
AMWD vs SMPL — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$340.2M
营收增速更快
SMPL
高出12.5%
-12.8%
净利率更高
SMPL
高出5.9%
1.5%
自由现金流更多
SMPL
多$47.4M
$638.0K
两年增速更快
SMPL
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $340.2M |
| 净利润 | $6.1M | $25.3M |
| 毛利率 | 15.2% | 32.3% |
| 营业利润率 | 3.1% | 11.0% |
| 净利率 | 1.5% | 7.4% |
| 营收同比 | -12.8% | -0.3% |
| 净利润同比 | -78.0% | -33.7% |
| 每股收益（稀释后） | $0.42 | $0.26 |
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AMWDSMPL
| Q4 25 | $394.6M | $340.2M | ||
| Q3 25 | $403.0M | — | ||
| Q2 25 | $400.4M | $381.0M | ||
| Q1 25 | $397.6M | — | ||
| Q4 24 | $452.5M | $341.3M | ||
| Q3 24 | $459.1M | $375.7M | ||
| Q2 24 | $453.3M | $334.8M | ||
| Q1 24 | $422.1M | $312.2M |
净利润AMWDSMPL
| Q4 25 | $6.1M | $25.3M | ||
| Q3 25 | $14.6M | — | ||
| Q2 25 | $25.6M | $41.1M | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $27.7M | $38.1M | ||
| Q3 24 | $29.6M | $29.3M | ||
| Q2 24 | $26.8M | $41.3M | ||
| Q1 24 | $21.2M | $33.1M |
毛利率AMWDSMPL
| Q4 25 | 15.2% | 32.3% | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | 36.4% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | 38.2% | ||
| Q3 24 | 20.2% | 38.8% | ||
| Q2 24 | 18.6% | 39.9% | ||
| Q1 24 | 19.2% | 37.4% |
营业利润率AMWDSMPL
| Q4 25 | 3.1% | 11.0% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 7.4% | 15.6% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | 16.0% | ||
| Q3 24 | 10.2% | 12.7% | ||
| Q2 24 | 8.4% | 17.6% | ||
| Q1 24 | 6.6% | 15.4% |
净利率AMWDSMPL
| Q4 25 | 1.5% | 7.4% | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 6.4% | 10.8% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 6.1% | 11.2% | ||
| Q3 24 | 6.5% | 7.8% | ||
| Q2 24 | 5.9% | 12.3% | ||
| Q1 24 | 5.0% | 10.6% |
每股收益（稀释后）AMWDSMPL
| Q4 25 | $0.42 | $0.26 | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | $0.40 | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | $0.38 | ||
| Q3 24 | $1.89 | $0.29 | ||
| Q2 24 | $1.70 | $0.41 | ||
| Q1 24 | $1.32 | $0.33 |
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 | $194.1M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.7B |
| 总资产 | $1.6B | $2.5B |
| 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AMWDSMPL
| Q4 25 | $52.1M | $194.1M | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | $98.0M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $121.8M | ||
| Q3 24 | $89.3M | $132.5M | ||
| Q2 24 | $87.4M | $208.7M | ||
| Q1 24 | $97.8M | $135.9M |
总债务AMWDSMPL
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | $397.5M | ||
| Q2 24 | $371.8M | $237.7M | ||
| Q1 24 | $371.3M | $237.7M |
股东权益AMWDSMPL
| Q4 25 | $928.2M | $1.7B | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | $1.8B | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | $1.8B | ||
| Q3 24 | $913.8M | $1.7B | ||
| Q2 24 | $910.4M | $1.7B | ||
| Q1 24 | $896.9M | $1.6B |
总资产AMWDSMPL
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | $2.4B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.6B | $2.2B | ||
| Q1 24 | $1.6B | $2.1B |
负债/权益比AMWDSMPL
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | 0.23× | ||
| Q2 24 | 0.41× | 0.14× | ||
| Q1 24 | 0.41× | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $48.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 14.1% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.83× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $223.6M |
8季度趋势，按日历期对齐
经营现金流AMWDSMPL
| Q4 25 | $11.2M | $50.1M | ||
| Q3 25 | $33.1M | — | ||
| Q2 25 | $44.8M | $101.1M | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | $32.0M | ||
| Q3 24 | $40.8M | $48.9M | ||
| Q2 24 | $43.3M | $72.8M | ||
| Q1 24 | $43.7M | $46.5M |
自由现金流AMWDSMPL
| Q4 25 | $638.0K | $48.0M | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | $98.9M | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | $31.7M | ||
| Q3 24 | $29.5M | $45.0M | ||
| Q2 24 | $7.2M | $72.0M | ||
| Q1 24 | $22.1M | $46.1M |
自由现金流率AMWDSMPL
| Q4 25 | 0.2% | 14.1% | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | 25.9% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | 9.3% | ||
| Q3 24 | 6.4% | 12.0% | ||
| Q2 24 | 1.6% | 21.5% | ||
| Q1 24 | 5.2% | 14.8% |
资本支出强度AMWDSMPL
| Q4 25 | 2.7% | 0.6% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | 0.6% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | 0.1% | ||
| Q3 24 | 2.5% | 1.0% | ||
| Q2 24 | 8.0% | 0.2% | ||
| Q1 24 | 5.1% | 0.1% |
现金转化率AMWDSMPL
| Q4 25 | 1.83× | 1.98× | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | 2.46× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 0.84× | ||
| Q3 24 | 1.38× | 1.67× | ||
| Q2 24 | 1.62× | 1.76× | ||
| Q1 24 | 2.06× | 1.40× |
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% |
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
