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AMERICAN WOODMARK CORP（AMWD）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是AMERICAN WOODMARK CORP的1.8倍（$697.2M vs $394.6M），SUN COMMUNITIES INC净利率更高（1.7% vs 1.5%，领先0.2%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% 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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
AMWD vs SUI — 直观对比
营收规模更大
SUI
是对方的1.8倍
$394.6M
营收增速更快
AMWD
高出13.0%
-25.8%
净利率更高
SUI
高出0.2%
1.5%
两年增速更快
SUI
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $697.2M |
| 净利润 | $6.1M | $12.1M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | — |
| 净利率 | 1.5% | 1.7% |
| 营收同比 | -12.8% | -25.8% |
| 净利润同比 | -78.0% | -96.0% |
| 每股收益（稀释后） | $0.42 | $0.07 |
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AMWDSUI
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | $697.2M | ||
| Q2 25 | $400.4M | $623.5M | ||
| Q1 25 | $397.6M | $470.2M | ||
| Q4 24 | $452.5M | $745.9M | ||
| Q3 24 | $459.1M | $939.9M | ||
| Q2 24 | $453.3M | $864.0M | ||
| Q1 24 | $422.1M | $671.3M |
净利润AMWDSUI
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $12.1M | ||
| Q2 25 | $25.6M | $1.3B | ||
| Q1 25 | $16.6M | $-41.2M | ||
| Q4 24 | $27.7M | $-228.4M | ||
| Q3 24 | $29.6M | $300.5M | ||
| Q2 24 | $26.8M | $56.7M | ||
| Q1 24 | $21.2M | $-25.2M |
毛利率AMWDSUI
| 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AMWDSUI
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 8.4% | — | ||
| Q1 24 | 6.6% | — |
净利率AMWDSUI
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | 1.7% | ||
| Q2 25 | 6.4% | 210.8% | ||
| Q1 25 | 4.2% | -8.8% | ||
| Q4 24 | 6.1% | -30.6% | ||
| Q3 24 | 6.5% | 32.0% | ||
| Q2 24 | 5.9% | 6.6% | ||
| Q1 24 | 5.0% | -3.8% |
每股收益（稀释后）AMWDSUI
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | $0.07 | ||
| Q2 25 | $1.73 | $10.02 | ||
| Q1 25 | $1.09 | $-0.34 | ||
| Q4 24 | $1.79 | $-1.80 | ||
| Q3 24 | $1.89 | $2.31 | ||
| Q2 24 | $1.70 | $0.42 | ||
| Q1 24 | $1.32 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $7.0B |
| 总资产 | $1.6B | $12.8B |
| 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AMWDSUI
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $542.7M | ||
| Q2 25 | $48.2M | $889.7M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $47.4M | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — | ||
| Q1 24 | $97.8M | — |
总债务AMWDSUI
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $7.4B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDSUI
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | $7.0B | ||
| Q2 25 | $916.0M | $7.4B | ||
| Q1 25 | $919.6M | $6.9B | ||
| Q4 24 | $915.1M | $7.1B | ||
| Q3 24 | $913.8M | $7.5B | ||
| Q2 24 | $910.4M | $6.9B | ||
| Q1 24 | $896.9M | $6.9B |
总资产AMWDSUI
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $12.8B | ||
| Q2 25 | $1.6B | $13.4B | ||
| Q1 25 | $1.6B | $16.5B | ||
| Q4 24 | $1.6B | $16.5B | ||
| Q3 24 | $1.6B | $17.1B | ||
| Q2 24 | $1.6B | $17.0B | ||
| Q1 24 | $1.6B | $17.1B |
负债/权益比AMWDSUI
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 1.04× | ||
| 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 | $197.8M |
| 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× | 16.35× |
| 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AMWDSUI
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | $197.8M | ||
| Q2 25 | $44.8M | $256.0M | ||
| Q1 25 | $11.0M | $243.9M | ||
| Q4 24 | $11.9M | $118.0M | ||
| Q3 24 | $40.8M | $189.2M | ||
| Q2 24 | $43.3M | $311.3M | ||
| Q1 24 | $43.7M | $242.5M |
自由现金流AMWDSUI
| 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AMWDSUI
| 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AMWDSUI
| 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AMWDSUI
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 16.35× | ||
| Q2 25 | 1.75× | 0.19× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 0.63× | ||
| Q2 24 | 1.62× | 5.49× | ||
| 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% |
SUI
暂无分部数据
