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AMERICAN WOODMARK CORP（AMWD）与Talen Energy Corp（TLN）财务数据对比。点击上方公司名可切换其他公司
Talen Energy Corp的季度营收约是AMERICAN WOODMARK CORP的1.9倍（$758.0M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -47.9%，领先49.4%），Talen Energy Corp同比增速更快（114.7% vs -12.8%），Talen Energy Corp自由现金流更多（$254.0M vs $638.0K），过去两年Talen Energy Corp的营收复合增速更高（35.0% 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。
PPL公司是总部位于美国宾夕法尼亚州东部利哈伊谷阿伦敦的能源企业，于纽约证券交易所上市（股票代码：PPL），属标普500指数成分股。截至2022年，公司营收79亿美元，总资产超370亿美元，拥有6500名员工，服务360万客户。
AMWD vs TLN — 直观对比
营收规模更大
TLN
是对方的1.9倍
$394.6M
营收增速更快
TLN
高出127.5%
-12.8%
净利率更高
AMWD
高出49.4%
-47.9%
自由现金流更多
TLN
多$253.4M
$638.0K
两年增速更快
TLN
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $758.0M |
| 净利润 | $6.1M | $-363.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | -41.3% |
| 净利率 | 1.5% | -47.9% |
| 营收同比 | -12.8% | 114.7% |
| 净利润同比 | -78.0% | -542.7% |
| 每股收益（稀释后） | $0.42 | $-7.60 |
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AMWDTLN
| Q4 25 | $394.6M | $758.0M | ||
| Q3 25 | $403.0M | $697.0M | ||
| Q2 25 | $400.4M | $409.0M | ||
| Q1 25 | $397.6M | $654.0M | ||
| Q4 24 | $452.5M | $353.0M | ||
| Q3 24 | $459.1M | $459.0M | ||
| Q2 24 | $453.3M | $346.0M | ||
| Q1 24 | $422.1M | $416.0M |
净利润AMWDTLN
| Q4 25 | $6.1M | $-363.0M | ||
| Q3 25 | $14.6M | $207.0M | ||
| Q2 25 | $25.6M | $72.0M | ||
| Q1 25 | $16.6M | $-135.0M | ||
| Q4 24 | $27.7M | $82.0M | ||
| Q3 24 | $29.6M | $168.0M | ||
| Q2 24 | $26.8M | $454.0M | ||
| Q1 24 | $21.2M | $294.0M |
毛利率AMWDTLN
| 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AMWDTLN
| Q4 25 | 3.1% | -41.3% | ||
| Q3 25 | 5.0% | 37.7% | ||
| Q2 25 | 7.4% | 16.1% | ||
| Q1 25 | 5.3% | -16.2% | ||
| Q4 24 | 9.4% | 4.5% | ||
| Q3 24 | 10.2% | 34.4% | ||
| Q2 24 | 8.4% | 7.8% | ||
| Q1 24 | 6.6% | 6.0% |
净利率AMWDTLN
| Q4 25 | 1.5% | -47.9% | ||
| Q3 25 | 3.6% | 29.7% | ||
| Q2 25 | 6.4% | 17.6% | ||
| Q1 25 | 4.2% | -20.6% | ||
| Q4 24 | 6.1% | 23.2% | ||
| Q3 24 | 6.5% | 36.6% | ||
| Q2 24 | 5.9% | 131.2% | ||
| Q1 24 | 5.0% | 70.7% |
每股收益（稀释后）AMWDTLN
| Q4 25 | $0.42 | $-7.60 | ||
| Q3 25 | $1.00 | $4.25 | ||
| Q2 25 | $1.73 | $1.50 | ||
| Q1 25 | $1.09 | $-2.94 | ||
| Q4 24 | $1.79 | $2.07 | ||
| Q3 24 | $1.89 | $3.16 | ||
| Q2 24 | $1.70 | $7.60 | ||
| Q1 24 | $1.32 | $4.84 |
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 | $689.0M |
| 总债务越低越好 | $363.3M | $6.8B |
| 股东权益账面价值 | $928.2M | $1.1B |
| 总资产 | $1.6B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.39× | 6.23× |
8季度趋势，按日历期对齐
现金及短期投资AMWDTLN
| Q4 25 | $52.1M | $689.0M | ||
| Q3 25 | $54.9M | $497.0M | ||
| Q2 25 | $48.2M | $122.0M | ||
| Q1 25 | $43.5M | $295.0M | ||
| Q4 24 | $56.7M | $328.0M | ||
| Q3 24 | $89.3M | $648.0M | ||
| Q2 24 | $87.4M | $632.0M | ||
| Q1 24 | $97.8M | — |
总债务AMWDTLN
| Q4 25 | $363.3M | $6.8B | ||
| Q3 25 | $364.8M | $3.0B | ||
| Q2 25 | $365.8M | $3.0B | ||
| Q1 25 | $367.3M | $3.0B | ||
| Q4 24 | $368.0M | $3.0B | ||
| Q3 24 | $372.2M | $2.6B | ||
| Q2 24 | $371.8M | $2.6B | ||
| Q1 24 | $371.3M | — |
股东权益AMWDTLN
| Q4 25 | $928.2M | $1.1B | ||
| Q3 25 | $920.3M | $1.5B | ||
| Q2 25 | $916.0M | $1.2B | ||
| Q1 25 | $919.6M | $1.2B | ||
| Q4 24 | $915.1M | $1.4B | ||
| Q3 24 | $913.8M | $2.4B | ||
| Q2 24 | $910.4M | $2.5B | ||
| Q1 24 | $896.9M | $2.8B |
总资产AMWDTLN
| Q4 25 | $1.6B | $10.9B | ||
| Q3 25 | $1.6B | $6.1B | ||
| Q2 25 | $1.6B | $5.8B | ||
| Q1 25 | $1.6B | $5.9B | ||
| Q4 24 | $1.6B | $6.1B | ||
| Q3 24 | $1.6B | $6.8B | ||
| Q2 24 | $1.6B | $7.1B | ||
| Q1 24 | $1.6B | — |
负债/权益比AMWDTLN
| Q4 25 | 0.39× | 6.23× | ||
| Q3 25 | 0.40× | 2.03× | ||
| Q2 25 | 0.40× | 2.40× | ||
| Q1 25 | 0.40× | 2.54× | ||
| Q4 24 | 0.40× | 2.17× | ||
| Q3 24 | 0.41× | 1.10× | ||
| Q2 24 | 0.41× | 1.05× | ||
| 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 | $280.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $254.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 33.5% |
| 资本支出强度资本支出/营收 | 2.7% | 3.4% |
| 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 | $606.0M |
8季度趋势，按日历期对齐
经营现金流AMWDTLN
| Q4 25 | $11.2M | $280.0M | ||
| Q3 25 | $33.1M | $489.0M | ||
| Q2 25 | $44.8M | $-184.0M | ||
| Q1 25 | $11.0M | $119.0M | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | $96.0M | ||
| Q2 24 | $43.3M | $-23.0M | ||
| Q1 24 | $43.7M | $173.0M |
自由现金流AMWDTLN
| Q4 25 | $638.0K | $254.0M | ||
| Q3 25 | $25.3M | $468.0M | ||
| Q2 25 | $35.8M | $-217.0M | ||
| Q1 25 | $2.3M | $101.0M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | $83.0M | ||
| Q2 24 | $7.2M | $-43.0M | ||
| Q1 24 | $22.1M | $148.0M |
自由现金流率AMWDTLN
| Q4 25 | 0.2% | 33.5% | ||
| Q3 25 | 6.3% | 67.1% | ||
| Q2 25 | 8.9% | -53.1% | ||
| Q1 25 | 0.6% | 15.4% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | 18.1% | ||
| Q2 24 | 1.6% | -12.4% | ||
| Q1 24 | 5.2% | 35.6% |
资本支出强度AMWDTLN
| Q4 25 | 2.7% | 3.4% | ||
| Q3 25 | 1.9% | 3.0% | ||
| Q2 25 | 2.2% | 8.1% | ||
| Q1 25 | 2.2% | 2.8% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | 2.8% | ||
| Q2 24 | 8.0% | 5.8% | ||
| Q1 24 | 5.1% | 6.0% |
现金转化率AMWDTLN
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 2.36× | ||
| Q2 25 | 1.75× | -2.56× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 0.57× | ||
| Q2 24 | 1.62× | -0.05× | ||
| Q1 24 | 2.06× | 0.59× |
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% |
TLN
| Electricity Sales And Ancillary Services | $555.0M | 73% |
| Operating Revenue Capacity | $182.0M | 24% |
| Physical Electricity Sales Bilateral Contracts Other | $21.0M | 3% |
