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AMERICAN WOODMARK CORP（AMWD）与Tilray Brands, Inc.（TLRY）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Tilray Brands, Inc.的1.8倍（$394.6M vs $217.5M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -20.7%，领先22.2%），Tilray Brands, Inc.同比增速更快（3.1% vs -12.8%），过去两年Tilray Brands, Inc.的营收复合增速更高（7.5% 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。
Tilray Brands, Inc.是一家美国企业，主营医药、大麻生活方式产品以及包装消费品业务，公司注册于美国，总部坐落于纽约。该公司在加拿大、澳大利亚、新西兰、拉美地区均开展业务，同时在德国和葡萄牙拥有大麻种植基地。
AMWD vs TLRY — 直观对比
营收规模更大
AMWD
是对方的1.8倍
$217.5M
营收增速更快
TLRY
高出15.9%
-12.8%
净利率更高
AMWD
高出22.2%
-20.7%
两年增速更快
TLRY
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $217.5M |
| 净利润 | $6.1M | $-44.9M |
| 毛利率 | 15.2% | 26.4% |
| 营业利润率 | 3.1% | -10.2% |
| 净利率 | 1.5% | -20.7% |
| 营收同比 | -12.8% | 3.1% |
| 净利润同比 | -78.0% | 47.4% |
| 每股收益（稀释后） | $0.42 | $-0.41 |
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AMWDTLRY
| Q4 25 | $394.6M | $217.5M | ||
| Q3 25 | $403.0M | $209.5M | ||
| Q2 25 | $400.4M | $224.5M | ||
| Q1 25 | $397.6M | $185.8M | ||
| Q4 24 | $452.5M | $210.9M | ||
| Q3 24 | $459.1M | $200.0M | ||
| Q2 24 | $453.3M | $229.9M | ||
| Q1 24 | $422.1M | $188.3M |
净利润AMWDTLRY
| Q4 25 | $6.1M | $-44.9M | ||
| Q3 25 | $14.6M | $-322.0K | ||
| Q2 25 | $25.6M | $-1.3B | ||
| Q1 25 | $16.6M | $-789.4M | ||
| Q4 24 | $27.7M | $-85.3M | ||
| Q3 24 | $29.6M | $-39.2M | ||
| Q2 24 | $26.8M | $-31.7M | ||
| Q1 24 | $21.2M | $-92.7M |
毛利率AMWDTLRY
| Q4 25 | 15.2% | 26.4% | ||
| Q3 25 | 16.7% | 27.4% | ||
| Q2 25 | 17.0% | 30.1% | ||
| Q1 25 | 15.0% | 28.0% | ||
| Q4 24 | 18.9% | 29.0% | ||
| Q3 24 | 20.2% | 29.8% | ||
| Q2 24 | 18.6% | 35.8% | ||
| Q1 24 | 19.2% | 26.2% |
营业利润率AMWDTLRY
| Q4 25 | 3.1% | -10.2% | ||
| Q3 25 | 5.0% | 1.0% | ||
| Q2 25 | 7.4% | -643.1% | ||
| Q1 25 | 5.3% | -409.0% | ||
| Q4 24 | 9.4% | -20.0% | ||
| Q3 24 | 10.2% | -18.3% | ||
| Q2 24 | 8.4% | -7.2% | ||
| Q1 24 | 6.6% | -43.6% |
净利率AMWDTLRY
| Q4 25 | 1.5% | -20.7% | ||
| Q3 25 | 3.6% | -0.2% | ||
| Q2 25 | 6.4% | -566.9% | ||
| Q1 25 | 4.2% | -424.9% | ||
| Q4 24 | 6.1% | -40.5% | ||
| Q3 24 | 6.5% | -19.6% | ||
| Q2 24 | 5.9% | -13.8% | ||
| Q1 24 | 5.0% | -49.2% |
每股收益（稀释后）AMWDTLRY
| Q4 25 | $0.42 | $-0.41 | ||
| Q3 25 | $1.00 | $0.00 | ||
| Q2 25 | $1.73 | $7.26 | ||
| Q1 25 | $1.09 | $-8.69 | ||
| Q4 24 | $1.79 | $-0.99 | ||
| Q3 24 | $1.89 | $-0.04 | ||
| Q2 24 | $1.70 | $-0.04 | ||
| Q1 24 | $1.32 | $-0.12 |
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 | $291.6M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.6B |
| 总资产 | $1.6B | $2.1B |
| 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AMWDTLRY
| Q4 25 | $52.1M | $291.6M | ||
| Q3 25 | $54.9M | $264.8M | ||
| Q2 25 | $48.2M | $256.4M | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | $252.2M | ||
| Q3 24 | $89.3M | $280.1M | ||
| Q2 24 | $87.4M | $260.5M | ||
| Q1 24 | $97.8M | $225.9M |
总债务AMWDTLRY
| 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AMWDTLRY
| Q4 25 | $928.2M | $1.6B | ||
| Q3 25 | $920.3M | $1.5B | ||
| Q2 25 | $916.0M | $1.5B | ||
| Q1 25 | $919.6M | $2.7B | ||
| Q4 24 | $915.1M | $3.5B | ||
| Q3 24 | $913.8M | $3.5B | ||
| Q2 24 | $910.4M | $3.4B | ||
| Q1 24 | $896.9M | $3.4B |
总资产AMWDTLRY
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $4.2B | ||
| Q3 24 | $1.6B | $4.3B | ||
| Q2 24 | $1.6B | $4.2B | ||
| Q1 24 | $1.6B | $4.2B |
负债/权益比AMWDTLRY
| 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 | $-8.5M |
| 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× | — |
| 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AMWDTLRY
| Q4 25 | $11.2M | $-8.5M | ||
| Q3 25 | $33.1M | $-1.3M | ||
| Q2 25 | $44.8M | $-12.8M | ||
| Q1 25 | $11.0M | $-5.8M | ||
| Q4 24 | $11.9M | $-40.7M | ||
| Q3 24 | $40.8M | $-35.3M | ||
| Q2 24 | $43.3M | $30.7M | ||
| Q1 24 | $43.7M | $-15.4M |
自由现金流AMWDTLRY
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | $-19.1M | ||
| Q1 25 | $2.3M | $-20.2M | ||
| Q4 24 | $1.1M | $-46.2M | ||
| Q3 24 | $29.5M | $-42.0M | ||
| Q2 24 | $7.2M | $21.0M | ||
| Q1 24 | $22.1M | $-24.9M |
自由现金流率AMWDTLRY
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | -8.5% | ||
| Q1 25 | 0.6% | -10.9% | ||
| Q4 24 | 0.2% | -21.9% | ||
| Q3 24 | 6.4% | -21.0% | ||
| Q2 24 | 1.6% | 9.1% | ||
| Q1 24 | 5.2% | -13.2% |
资本支出强度AMWDTLRY
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | 2.8% | ||
| Q1 25 | 2.2% | 7.8% | ||
| Q4 24 | 2.4% | 2.6% | ||
| Q3 24 | 2.5% | 3.4% | ||
| Q2 24 | 8.0% | 4.2% | ||
| Q1 24 | 5.1% | 5.1% |
现金转化率AMWDTLRY
| 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% |
TLRY
| Adultuse Cannabis Products | $62.4M | 29% |
| Other | $59.2M | 27% |
| Beverage Alcohol Business | $53.6M | 25% |
| International Cannabis Products | $20.2M | 9% |
| Wellness Business | $14.6M | 7% |
| Medical Cannabis Products | $6.2M | 3% |
| Wholesale Cannabis Products | $1.3M | 1% |
