vs
AMERICAN WOODMARK CORP（AMWD）与猫途鹰（TRIP）财务数据对比。点击上方公司名可切换其他公司
猫途鹰的季度营收约是AMERICAN WOODMARK CORP的1.0倍（$411.0M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -9.2%，领先10.8%），猫途鹰同比增速更快（0.0% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-122.0M），过去两年猫途鹰的营收复合增速更高（2.0% 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。
TripAdvisor是美国知名在线旅游服务企业，旗下运营在线旅行社平台、旅游产品比价网站及移动应用，平台拥有大量用户生成的真实旅行内容，为全球消费者提供出行规划、预订等多元服务。
AMWD vs TRIP — 直观对比
营收规模更大
TRIP
是对方的1.0倍
$394.6M
营收增速更快
TRIP
高出12.8%
-12.8%
净利率更高
AMWD
高出10.8%
-9.2%
自由现金流更多
AMWD
多$122.6M
$-122.0M
两年增速更快
TRIP
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $411.0M |
| 净利润 | $6.1M | $-38.0M |
| 毛利率 | 15.2% | 91.5% |
| 营业利润率 | 3.1% | -8.3% |
| 净利率 | 1.5% | -9.2% |
| 营收同比 | -12.8% | 0.0% |
| 净利润同比 | -78.0% | -3900.0% |
| 每股收益（稀释后） | $0.42 | $-0.32 |
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AMWDTRIP
| Q4 25 | $394.6M | $411.0M | ||
| Q3 25 | $403.0M | $553.0M | ||
| Q2 25 | $400.4M | $529.0M | ||
| Q1 25 | $397.6M | $398.0M | ||
| Q4 24 | $452.5M | $411.0M | ||
| Q3 24 | $459.1M | $532.0M | ||
| Q2 24 | $453.3M | $497.0M | ||
| Q1 24 | $422.1M | $395.0M |
净利润AMWDTRIP
| Q4 25 | $6.1M | $-38.0M | ||
| Q3 25 | $14.6M | $53.0M | ||
| Q2 25 | $25.6M | $36.0M | ||
| Q1 25 | $16.6M | $-11.0M | ||
| Q4 24 | $27.7M | $1.0M | ||
| Q3 24 | $29.6M | $39.0M | ||
| Q2 24 | $26.8M | $24.0M | ||
| Q1 24 | $21.2M | $-59.0M |
毛利率AMWDTRIP
| Q4 25 | 15.2% | 91.5% | ||
| Q3 25 | 16.7% | 92.6% | ||
| Q2 25 | 17.0% | 92.1% | ||
| Q1 25 | 15.0% | 93.2% | ||
| Q4 24 | 18.9% | 93.4% | ||
| Q3 24 | 20.2% | 92.5% | ||
| Q2 24 | 18.6% | 92.8% | ||
| Q1 24 | 19.2% | 93.7% |
营业利润率AMWDTRIP
| Q4 25 | 3.1% | -8.3% | ||
| Q3 25 | 5.0% | 12.7% | ||
| Q2 25 | 7.4% | 11.2% | ||
| Q1 25 | 5.3% | -3.8% | ||
| Q4 24 | 9.4% | 0.2% | ||
| Q3 24 | 10.2% | 13.2% | ||
| Q2 24 | 8.4% | 7.2% | ||
| Q1 24 | 6.6% | -3.8% |
净利率AMWDTRIP
| Q4 25 | 1.5% | -9.2% | ||
| Q3 25 | 3.6% | 9.6% | ||
| Q2 25 | 6.4% | 6.8% | ||
| Q1 25 | 4.2% | -2.8% | ||
| Q4 24 | 6.1% | 0.2% | ||
| Q3 24 | 6.5% | 7.3% | ||
| Q2 24 | 5.9% | 4.8% | ||
| Q1 24 | 5.0% | -14.9% |
每股收益（稀释后）AMWDTRIP
| Q4 25 | $0.42 | $-0.32 | ||
| Q3 25 | $1.00 | $0.43 | ||
| Q2 25 | $1.73 | $0.28 | ||
| Q1 25 | $1.09 | $-0.08 | ||
| Q4 24 | $1.79 | $0.03 | ||
| Q3 24 | $1.89 | $0.27 | ||
| Q2 24 | $1.70 | $0.17 | ||
| Q1 24 | $1.32 | $-0.43 |
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 | $1.0B |
| 总债务越低越好 | $363.3M | $819.0M |
| 股东权益账面价值 | $928.2M | $645.0M |
| 总资产 | $1.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.39× | 1.27× |
8季度趋势，按日历期对齐
现金及短期投资AMWDTRIP
| Q4 25 | $52.1M | $1.0B | ||
| Q3 25 | $54.9M | $1.2B | ||
| Q2 25 | $48.2M | $1.2B | ||
| Q1 25 | $43.5M | $1.2B | ||
| Q4 24 | $56.7M | $1.1B | ||
| Q3 24 | $89.3M | $1.1B | ||
| Q2 24 | $87.4M | $1.2B | ||
| Q1 24 | $97.8M | $1.2B |
总债务AMWDTRIP
| Q4 25 | $363.3M | $819.0M | ||
| Q3 25 | $364.8M | $821.0M | ||
| Q2 25 | $365.8M | $822.0M | ||
| Q1 25 | $367.3M | $1.2B | ||
| Q4 24 | $368.0M | $831.0M | ||
| Q3 24 | $372.2M | $832.0M | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益AMWDTRIP
| Q4 25 | $928.2M | $645.0M | ||
| Q3 25 | $920.3M | $707.0M | ||
| Q2 25 | $916.0M | $627.0M | ||
| Q1 25 | $919.6M | $643.0M | ||
| Q4 24 | $915.1M | $943.0M | ||
| Q3 24 | $913.8M | $944.0M | ||
| Q2 24 | $910.4M | $857.0M | ||
| Q1 24 | $896.9M | $825.0M |
总资产AMWDTRIP
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.8B | ||
| Q2 25 | $1.6B | $2.9B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | $1.6B | $2.6B | ||
| Q3 24 | $1.6B | $2.7B | ||
| Q2 24 | $1.6B | $2.8B | ||
| Q1 24 | $1.6B | $2.7B |
负债/权益比AMWDTRIP
| Q4 25 | 0.39× | 1.27× | ||
| Q3 25 | 0.40× | 1.16× | ||
| Q2 25 | 0.40× | 1.31× | ||
| Q1 25 | 0.40× | 1.81× | ||
| Q4 24 | 0.40× | 0.88× | ||
| Q3 24 | 0.41× | 0.88× | ||
| 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 | $-103.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-122.0M |
| 自由现金流率自由现金流/营收 | 0.2% | -29.7% |
| 资本支出强度资本支出/营收 | 2.7% | 4.6% |
| 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 | $163.0M |
8季度趋势，按日历期对齐
经营现金流AMWDTRIP
| Q4 25 | $11.2M | $-103.0M | ||
| Q3 25 | $33.1M | $44.0M | ||
| Q2 25 | $44.8M | $202.0M | ||
| Q1 25 | $11.0M | $102.0M | ||
| Q4 24 | $11.9M | $-3.0M | ||
| Q3 24 | $40.8M | $-43.0M | ||
| Q2 24 | $43.3M | $51.0M | ||
| Q1 24 | $43.7M | $139.0M |
自由现金流AMWDTRIP
| Q4 25 | $638.0K | $-122.0M | ||
| Q3 25 | $25.3M | $25.0M | ||
| Q2 25 | $35.8M | $177.0M | ||
| Q1 25 | $2.3M | $83.0M | ||
| Q4 24 | $1.1M | $-26.0M | ||
| Q3 24 | $29.5M | $-63.0M | ||
| Q2 24 | $7.2M | $36.0M | ||
| Q1 24 | $22.1M | $123.0M |
自由现金流率AMWDTRIP
| Q4 25 | 0.2% | -29.7% | ||
| Q3 25 | 6.3% | 4.5% | ||
| Q2 25 | 8.9% | 33.5% | ||
| Q1 25 | 0.6% | 20.9% | ||
| Q4 24 | 0.2% | -6.3% | ||
| Q3 24 | 6.4% | -11.8% | ||
| Q2 24 | 1.6% | 7.2% | ||
| Q1 24 | 5.2% | 31.1% |
资本支出强度AMWDTRIP
| Q4 25 | 2.7% | 4.6% | ||
| Q3 25 | 1.9% | 3.4% | ||
| Q2 25 | 2.2% | 4.7% | ||
| Q1 25 | 2.2% | 4.8% | ||
| Q4 24 | 2.4% | 5.6% | ||
| Q3 24 | 2.5% | 3.8% | ||
| Q2 24 | 8.0% | 3.0% | ||
| Q1 24 | 5.1% | 4.1% |
现金转化率AMWDTRIP
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 0.83× | ||
| Q2 25 | 1.75× | 5.61× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | -3.00× | ||
| Q3 24 | 1.38× | -1.10× | ||
| Q2 24 | 1.62× | 2.13× | ||
| 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% |
TRIP
| Third Party | $327.0M | 80% |
| The Fork | $58.0M | 14% |
| Other | $26.0M | 6% |
