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AMERICAN WOODMARK CORP（AMWD）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$492.9M vs $394.6M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 1.5%，领先18.1%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs -12.8%），过去两年STARWOOD PROPERTY TRUST, INC.的营收复合增速更高（-2.9% 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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
AMWD vs STWD — 直观对比
营收规模更大
STWD
是对方的1.2倍
$394.6M
营收增速更快
STWD
高出21.3%
-12.8%
净利率更高
STWD
高出18.1%
1.5%
两年增速更快
STWD
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $492.9M |
| 净利润 | $6.1M | $96.9M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 26.6% |
| 净利率 | 1.5% | 19.7% |
| 营收同比 | -12.8% | 8.5% |
| 净利润同比 | -78.0% | 87.7% |
| 每股收益（稀释后） | $0.42 | $0.25 |
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AMWDSTWD
| Q4 25 | $394.6M | $492.9M | ||
| Q3 25 | $403.0M | $488.9M | ||
| Q2 25 | $400.4M | $444.3M | ||
| Q1 25 | $397.6M | $418.2M | ||
| Q4 24 | $452.5M | $454.4M | ||
| Q3 24 | $459.1M | $479.5M | ||
| Q2 24 | $453.3M | $489.8M | ||
| Q1 24 | $422.1M | $523.1M |
净利润AMWDSTWD
| Q4 25 | $6.1M | $96.9M | ||
| Q3 25 | $14.6M | $72.6M | ||
| Q2 25 | $25.6M | $129.8M | ||
| Q1 25 | $16.6M | $112.3M | ||
| Q4 24 | $27.7M | $51.6M | ||
| Q3 24 | $29.6M | $76.1M | ||
| Q2 24 | $26.8M | $77.9M | ||
| Q1 24 | $21.2M | $154.3M |
毛利率AMWDSTWD
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 19.2% | — |
营业利润率AMWDSTWD
| Q4 25 | 3.1% | 26.6% | ||
| Q3 25 | 5.0% | 19.1% | ||
| Q2 25 | 7.4% | 30.5% | ||
| Q1 25 | 5.3% | 28.7% | ||
| Q4 24 | 9.4% | 15.1% | ||
| Q3 24 | 10.2% | 17.2% | ||
| Q2 24 | 8.4% | 19.1% | ||
| Q1 24 | 6.6% | 30.8% |
净利率AMWDSTWD
| Q4 25 | 1.5% | 19.7% | ||
| Q3 25 | 3.6% | 14.8% | ||
| Q2 25 | 6.4% | 29.2% | ||
| Q1 25 | 4.2% | 26.8% | ||
| Q4 24 | 6.1% | 11.4% | ||
| Q3 24 | 6.5% | 15.9% | ||
| Q2 24 | 5.9% | 15.9% | ||
| Q1 24 | 5.0% | 29.5% |
每股收益（稀释后）AMWDSTWD
| Q4 25 | $0.42 | $0.25 | ||
| Q3 25 | $1.00 | $0.19 | ||
| Q2 25 | $1.73 | $0.38 | ||
| Q1 25 | $1.09 | $0.33 | ||
| Q4 24 | $1.79 | $0.15 | ||
| Q3 24 | $1.89 | $0.23 | ||
| Q2 24 | $1.70 | $0.24 | ||
| Q1 24 | $1.32 | $0.48 |
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 | $499.5M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $6.8B |
| 总资产 | $1.6B | $63.2B |
| 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AMWDSTWD
| Q4 25 | $52.1M | $499.5M | ||
| Q3 25 | $54.9M | $301.1M | ||
| Q2 25 | $48.2M | $259.9M | ||
| Q1 25 | $43.5M | $440.6M | ||
| Q4 24 | $56.7M | $377.8M | ||
| Q3 24 | $89.3M | $357.9M | ||
| Q2 24 | $87.4M | $259.3M | ||
| Q1 24 | $97.8M | $327.4M |
总债务AMWDSTWD
| 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AMWDSTWD
| Q4 25 | $928.2M | $6.8B | ||
| Q3 25 | $920.3M | $6.9B | ||
| Q2 25 | $916.0M | $6.4B | ||
| Q1 25 | $919.6M | $6.4B | ||
| Q4 24 | $915.1M | $6.4B | ||
| Q3 24 | $913.8M | $6.5B | ||
| Q2 24 | $910.4M | $6.2B | ||
| Q1 24 | $896.9M | $6.3B |
总资产AMWDSTWD
| Q4 25 | $1.6B | $63.2B | ||
| Q3 25 | $1.6B | $62.4B | ||
| Q2 25 | $1.6B | $62.4B | ||
| Q1 25 | $1.6B | $62.2B | ||
| Q4 24 | $1.6B | $62.6B | ||
| Q3 24 | $1.6B | $64.2B | ||
| Q2 24 | $1.6B | $64.1B | ||
| Q1 24 | $1.6B | $66.2B |
负债/权益比AMWDSTWD
| 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 | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 1.83× | 5.04× |
| 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AMWDSTWD
| Q4 25 | $11.2M | $488.8M | ||
| Q3 25 | $33.1M | $337.6M | ||
| Q2 25 | $44.8M | $-87.4M | ||
| Q1 25 | $11.0M | $238.9M | ||
| Q4 24 | $11.9M | $295.6M | ||
| Q3 24 | $40.8M | $241.8M | ||
| Q2 24 | $43.3M | $53.3M | ||
| Q1 24 | $43.7M | $55.9M |
自由现金流AMWDSTWD
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDSTWD
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDSTWD
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDSTWD
| Q4 25 | 1.83× | 5.04× | ||
| Q3 25 | 2.27× | 4.65× | ||
| Q2 25 | 1.75× | -0.67× | ||
| Q1 25 | 0.66× | 2.13× | ||
| Q4 24 | 0.43× | 5.72× | ||
| Q3 24 | 1.38× | 3.18× | ||
| Q2 24 | 1.62× | 0.68× | ||
| Q1 24 | 2.06× | 0.36× |
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
