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AMERICAN WOODMARK CORP（AMWD）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是医疗房产信托的1.3倍（$394.6M vs $296.5M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -0.3%，领先1.8%），AMERICAN WOODMARK CORP同比增速更快（-12.8% vs -17.0%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-95.2M），过去两年AMERICAN WOODMARK CORP的营收复合增速更高（-3.3% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
AMWD vs SVC — 直观对比
营收规模更大
AMWD
是对方的1.3倍
$296.5M
营收增速更快
AMWD
高出4.2%
-17.0%
净利率更高
AMWD
高出1.8%
-0.3%
自由现金流更多
AMWD
多$95.8M
$-95.2M
两年增速更快
AMWD
近两年复合增速
-6.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $296.5M |
| 净利润 | $6.1M | $-782.0K |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | -3.9% |
| 净利率 | 1.5% | -0.3% |
| 营收同比 | -12.8% | -17.0% |
| 净利润同比 | -78.0% | 99.0% |
| 每股收益（稀释后） | $0.42 | $-0.01 |
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AMWDSVC
| Q4 25 | $394.6M | $296.5M | ||
| Q3 25 | $403.0M | $377.6M | ||
| Q2 25 | $400.4M | $404.4M | ||
| Q1 25 | $397.6M | $335.0M | ||
| Q4 24 | $452.5M | $357.0M | ||
| Q3 24 | $459.1M | $390.9M | ||
| Q2 24 | $453.3M | $412.5M | ||
| Q1 24 | $422.1M | $336.2M |
净利润AMWDSVC
| Q4 25 | $6.1M | $-782.0K | ||
| Q3 25 | $14.6M | $-46.9M | ||
| Q2 25 | $25.6M | $-38.2M | ||
| Q1 25 | $16.6M | $-116.4M | ||
| Q4 24 | $27.7M | $-76.4M | ||
| Q3 24 | $29.6M | $-46.9M | ||
| Q2 24 | $26.8M | $-73.8M | ||
| Q1 24 | $21.2M | $-78.4M |
毛利率AMWDSVC
| 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AMWDSVC
| Q4 25 | 3.1% | -3.9% | ||
| Q3 25 | 5.0% | -12.8% | ||
| Q2 25 | 7.4% | -9.2% | ||
| Q1 25 | 5.3% | -33.3% | ||
| Q4 24 | 9.4% | -19.4% | ||
| Q3 24 | 10.2% | -12.8% | ||
| Q2 24 | 8.4% | -17.1% | ||
| Q1 24 | 6.6% | -21.4% |
净利率AMWDSVC
| Q4 25 | 1.5% | -0.3% | ||
| Q3 25 | 3.6% | -12.4% | ||
| Q2 25 | 6.4% | -9.4% | ||
| Q1 25 | 4.2% | -34.8% | ||
| Q4 24 | 6.1% | -21.4% | ||
| Q3 24 | 6.5% | -12.0% | ||
| Q2 24 | 5.9% | -17.9% | ||
| Q1 24 | 5.0% | -23.3% |
每股收益（稀释后）AMWDSVC
| Q4 25 | $0.42 | $-0.01 | ||
| Q3 25 | $1.00 | $-0.28 | ||
| Q2 25 | $1.73 | $-0.23 | ||
| Q1 25 | $1.09 | $-0.70 | ||
| Q4 24 | $1.79 | $-0.46 | ||
| Q3 24 | $1.89 | $-0.28 | ||
| Q2 24 | $1.70 | $-0.45 | ||
| 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 | $346.8M |
| 总债务越低越好 | $363.3M | $5.5B |
| 股东权益账面价值 | $928.2M | $646.1M |
| 总资产 | $1.6B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.39× | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资AMWDSVC
| Q4 25 | $52.1M | $346.8M | ||
| Q3 25 | $54.9M | $417.4M | ||
| Q2 25 | $48.2M | $63.2M | ||
| Q1 25 | $43.5M | $80.1M | ||
| Q4 24 | $56.7M | $143.5M | ||
| Q3 24 | $89.3M | $48.6M | ||
| Q2 24 | $87.4M | $14.6M | ||
| Q1 24 | $97.8M | $71.3M |
总债务AMWDSVC
| Q4 25 | $363.3M | $5.5B | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $5.8B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDSVC
| Q4 25 | $928.2M | $646.1M | ||
| Q3 25 | $920.3M | $647.9M | ||
| Q2 25 | $916.0M | $695.9M | ||
| Q1 25 | $919.6M | $734.6M | ||
| Q4 24 | $915.1M | $851.9M | ||
| Q3 24 | $913.8M | $929.0M | ||
| Q2 24 | $910.4M | $1.0B | ||
| Q1 24 | $896.9M | $1.1B |
总资产AMWDSVC
| Q4 25 | $1.6B | $6.5B | ||
| Q3 25 | $1.6B | $7.0B | ||
| Q2 25 | $1.6B | $6.9B | ||
| Q1 25 | $1.6B | $7.0B | ||
| Q4 24 | $1.6B | $7.1B | ||
| Q3 24 | $1.6B | $7.1B | ||
| Q2 24 | $1.6B | $7.1B | ||
| Q1 24 | $1.6B | $7.2B |
负债/权益比AMWDSVC
| Q4 25 | 0.39× | 8.52× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-95.2M |
| 自由现金流率自由现金流/营收 | 0.2% | -32.1% |
| 资本支出强度资本支出/营收 | 2.7% | 25.9% |
| 现金转化率经营现金流/净利润 | 1.83× | — |
| 过去12个月自由现金流最近4个季度 | $64.0M | $-107.0M |
8季度趋势，按日历期对齐
经营现金流AMWDSVC
| Q4 25 | $11.2M | $-18.5M | ||
| Q3 25 | $33.1M | $98.1M | ||
| Q2 25 | $44.8M | $-7.0K | ||
| Q1 25 | $11.0M | $38.2M | ||
| Q4 24 | $11.9M | $-9.7M | ||
| Q3 24 | $40.8M | $106.2M | ||
| Q2 24 | $43.3M | $43.8M | ||
| Q1 24 | $43.7M | $-926.0K |
自由现金流AMWDSVC
| Q4 25 | $638.0K | $-95.2M | ||
| Q3 25 | $25.3M | $57.9M | ||
| Q2 25 | $35.8M | $-46.6M | ||
| Q1 25 | $2.3M | $-23.2M | ||
| Q4 24 | $1.1M | $-88.9M | ||
| Q3 24 | $29.5M | $24.1M | ||
| Q2 24 | $7.2M | $-22.3M | ||
| Q1 24 | $22.1M | $-77.2M |
自由现金流率AMWDSVC
| Q4 25 | 0.2% | -32.1% | ||
| Q3 25 | 6.3% | 15.3% | ||
| Q2 25 | 8.9% | -11.5% | ||
| Q1 25 | 0.6% | -6.9% | ||
| Q4 24 | 0.2% | -24.9% | ||
| Q3 24 | 6.4% | 6.2% | ||
| Q2 24 | 1.6% | -5.4% | ||
| Q1 24 | 5.2% | -23.0% |
资本支出强度AMWDSVC
| Q4 25 | 2.7% | 25.9% | ||
| Q3 25 | 1.9% | 10.6% | ||
| Q2 25 | 2.2% | 11.5% | ||
| Q1 25 | 2.2% | 18.3% | ||
| Q4 24 | 2.4% | 22.2% | ||
| Q3 24 | 2.5% | 21.0% | ||
| Q2 24 | 8.0% | 16.0% | ||
| Q1 24 | 5.1% | 22.7% |
现金转化率AMWDSVC
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| 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% |
SVC
暂无分部数据
