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AMERICAN WOODMARK CORP（AMWD）与STERLING INFRASTRUCTURE, INC.（STRL）财务数据对比。点击上方公司名可切换其他公司
STERLING INFRASTRUCTURE, INC.的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$755.6M vs $394.6M），STERLING INFRASTRUCTURE, INC.净利率更高（11.6% vs 1.5%，领先10.0%），STERLING INFRASTRUCTURE, INC.同比增速更快（51.5% vs -12.8%），STERLING INFRASTRUCTURE, INC.自由现金流更多（$159.7M vs $638.0K），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（31.0% 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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
AMWD vs STRL — 直观对比
营收规模更大
STRL
是对方的1.9倍
$394.6M
营收增速更快
STRL
高出64.3%
-12.8%
净利率更高
STRL
高出10.0%
1.5%
自由现金流更多
STRL
多$159.0M
$638.0K
两年增速更快
STRL
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $755.6M |
| 净利润 | $6.1M | $87.6M |
| 毛利率 | 15.2% | 21.7% |
| 营业利润率 | 3.1% | 15.9% |
| 净利率 | 1.5% | 11.6% |
| 营收同比 | -12.8% | 51.5% |
| 净利润同比 | -78.0% | -22.6% |
| 每股收益（稀释后） | $0.42 | $2.82 |
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AMWDSTRL
| Q4 25 | $394.6M | $755.6M | ||
| Q3 25 | $403.0M | $689.0M | ||
| Q2 25 | $400.4M | $614.5M | ||
| Q1 25 | $397.6M | $430.9M | ||
| Q4 24 | $452.5M | $498.8M | ||
| Q3 24 | $459.1M | $593.7M | ||
| Q2 24 | $453.3M | $582.8M | ||
| Q1 24 | $422.1M | $440.4M |
净利润AMWDSTRL
| Q4 25 | $6.1M | $87.6M | ||
| Q3 25 | $14.6M | $92.1M | ||
| Q2 25 | $25.6M | $71.0M | ||
| Q1 25 | $16.6M | $39.5M | ||
| Q4 24 | $27.7M | $113.2M | ||
| Q3 24 | $29.6M | $61.3M | ||
| Q2 24 | $26.8M | $51.9M | ||
| Q1 24 | $21.2M | $31.0M |
毛利率AMWDSTRL
| Q4 25 | 15.2% | 21.7% | ||
| Q3 25 | 16.7% | 24.7% | ||
| Q2 25 | 17.0% | 23.3% | ||
| Q1 25 | 15.0% | 22.0% | ||
| Q4 24 | 18.9% | 21.4% | ||
| Q3 24 | 20.2% | 21.9% | ||
| Q2 24 | 18.6% | 19.3% | ||
| Q1 24 | 19.2% | 17.5% |
营业利润率AMWDSTRL
| Q4 25 | 3.1% | 15.9% | ||
| Q3 25 | 5.0% | 18.2% | ||
| Q2 25 | 7.4% | 17.0% | ||
| Q1 25 | 5.3% | 13.0% | ||
| Q4 24 | 9.4% | 12.5% | ||
| Q3 24 | 10.2% | 14.7% | ||
| Q2 24 | 8.4% | 12.5% | ||
| Q1 24 | 6.6% | 9.6% |
净利率AMWDSTRL
| Q4 25 | 1.5% | 11.6% | ||
| Q3 25 | 3.6% | 13.4% | ||
| Q2 25 | 6.4% | 11.6% | ||
| Q1 25 | 4.2% | 9.2% | ||
| Q4 24 | 6.1% | 22.7% | ||
| Q3 24 | 6.5% | 10.3% | ||
| Q2 24 | 5.9% | 8.9% | ||
| Q1 24 | 5.0% | 7.1% |
每股收益（稀释后）AMWDSTRL
| Q4 25 | $0.42 | $2.82 | ||
| Q3 25 | $1.00 | $2.97 | ||
| Q2 25 | $1.73 | $2.31 | ||
| Q1 25 | $1.09 | $1.28 | ||
| Q4 24 | $1.79 | $3.63 | ||
| Q3 24 | $1.89 | $1.97 | ||
| Q2 24 | $1.70 | $1.67 | ||
| Q1 24 | $1.32 | $1.00 |
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 | $390.7M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.1B |
| 总资产 | $1.6B | $2.6B |
| 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AMWDSTRL
| Q4 25 | $52.1M | $390.7M | ||
| Q3 25 | $54.9M | $306.4M | ||
| Q2 25 | $48.2M | $699.4M | ||
| Q1 25 | $43.5M | $638.6M | ||
| Q4 24 | $56.7M | $664.2M | ||
| Q3 24 | $89.3M | $648.1M | ||
| Q2 24 | $87.4M | $540.0M | ||
| Q1 24 | $97.8M | $480.4M |
总债务AMWDSTRL
| 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AMWDSTRL
| Q4 25 | $928.2M | $1.1B | ||
| Q3 25 | $920.3M | $1.1B | ||
| Q2 25 | $916.0M | $881.7M | ||
| Q1 25 | $919.6M | $805.4M | ||
| Q4 24 | $915.1M | $808.1M | ||
| Q3 24 | $913.8M | $716.5M | ||
| Q2 24 | $910.4M | $670.7M | ||
| Q1 24 | $896.9M | $644.6M |
总资产AMWDSTRL
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.6B | ||
| Q2 25 | $1.6B | $2.2B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $1.8B |
负债/权益比AMWDSTRL
| 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 | $186.1M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $159.7M |
| 自由现金流率自由现金流/营收 | 0.2% | 21.1% |
| 资本支出强度资本支出/营收 | 2.7% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.12× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $362.7M |
8季度趋势，按日历期对齐
经营现金流AMWDSTRL
| Q4 25 | $11.2M | $186.1M | ||
| Q3 25 | $33.1M | $83.6M | ||
| Q2 25 | $44.8M | $85.4M | ||
| Q1 25 | $11.0M | $84.9M | ||
| Q4 24 | $11.9M | $174.3M | ||
| Q3 24 | $40.8M | $152.3M | ||
| Q2 24 | $43.3M | $121.0M | ||
| Q1 24 | $43.7M | $49.6M |
自由现金流AMWDSTRL
| Q4 25 | $638.0K | $159.7M | ||
| Q3 25 | $25.3M | $64.0M | ||
| Q2 25 | $35.8M | $72.1M | ||
| Q1 25 | $2.3M | $67.0M | ||
| Q4 24 | $1.1M | $158.6M | ||
| Q3 24 | $29.5M | $138.3M | ||
| Q2 24 | $7.2M | $92.1M | ||
| Q1 24 | $22.1M | $27.2M |
自由现金流率AMWDSTRL
| Q4 25 | 0.2% | 21.1% | ||
| Q3 25 | 6.3% | 9.3% | ||
| Q2 25 | 8.9% | 11.7% | ||
| Q1 25 | 0.6% | 15.5% | ||
| Q4 24 | 0.2% | 31.8% | ||
| Q3 24 | 6.4% | 23.3% | ||
| Q2 24 | 1.6% | 15.8% | ||
| Q1 24 | 5.2% | 6.2% |
资本支出强度AMWDSTRL
| Q4 25 | 2.7% | 3.5% | ||
| Q3 25 | 1.9% | 2.9% | ||
| Q2 25 | 2.2% | 2.2% | ||
| Q1 25 | 2.2% | 4.2% | ||
| Q4 24 | 2.4% | 3.1% | ||
| Q3 24 | 2.5% | 2.4% | ||
| Q2 24 | 8.0% | 5.0% | ||
| Q1 24 | 5.1% | 5.1% |
现金转化率AMWDSTRL
| Q4 25 | 1.83× | 2.12× | ||
| Q3 25 | 2.27× | 0.91× | ||
| Q2 25 | 1.75× | 1.20× | ||
| Q1 25 | 0.66× | 2.15× | ||
| Q4 24 | 0.43× | 1.54× | ||
| Q3 24 | 1.38× | 2.48× | ||
| Q2 24 | 1.62× | 2.33× | ||
| Q1 24 | 2.06× | 1.60× |
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% |
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
