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AMERICAN WOODMARK CORP（AMWD）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是AMERICAN WOODMARK CORP的1.6倍（$613.5M vs $394.6M），Tyler Technologies净利率更高（13.2% vs 1.5%，领先11.7%），Tyler Technologies同比增速更快（8.6% vs -12.8%），Tyler Technologies自由现金流更多（$2.0M vs $638.0K），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
AMWD vs TYL — 直观对比
营收规模更大
TYL
是对方的1.6倍
$394.6M
营收增速更快
TYL
高出21.3%
-12.8%
净利率更高
TYL
高出11.7%
1.5%
自由现金流更多
TYL
多$1.4M
$638.0K
两年增速更快
TYL
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $613.5M |
| 净利润 | $6.1M | $81.2M |
| 毛利率 | 15.2% | 48.3% |
| 营业利润率 | 3.1% | 16.3% |
| 净利率 | 1.5% | 13.2% |
| 营收同比 | -12.8% | 8.6% |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | $1.88 |
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AMWDTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $394.6M | $575.2M | ||
| Q3 25 | $403.0M | $595.9M | ||
| Q2 25 | $400.4M | $596.1M | ||
| Q1 25 | $397.6M | $565.2M | ||
| Q4 24 | $452.5M | $541.1M | ||
| Q3 24 | $459.1M | $543.3M | ||
| Q2 24 | $453.3M | $541.0M |
净利润AMWDTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $6.1M | $65.5M | ||
| Q3 25 | $14.6M | $84.4M | ||
| Q2 25 | $25.6M | $84.6M | ||
| Q1 25 | $16.6M | $81.1M | ||
| Q4 24 | $27.7M | $65.2M | ||
| Q3 24 | $29.6M | $75.9M | ||
| Q2 24 | $26.8M | $67.7M |
毛利率AMWDTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 15.2% | 45.5% | ||
| Q3 25 | 16.7% | 47.2% | ||
| Q2 25 | 17.0% | 45.8% | ||
| Q1 25 | 15.0% | 47.3% | ||
| Q4 24 | 18.9% | 43.8% | ||
| Q3 24 | 20.2% | 43.7% | ||
| Q2 24 | 18.6% | 44.0% |
营业利润率AMWDTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 3.1% | 13.0% | ||
| Q3 25 | 5.0% | 16.4% | ||
| Q2 25 | 7.4% | 16.0% | ||
| Q1 25 | 5.3% | 15.8% | ||
| Q4 24 | 9.4% | 13.2% | ||
| Q3 24 | 10.2% | 15.2% | ||
| Q2 24 | 8.4% | 14.4% |
净利率AMWDTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 1.5% | 11.4% | ||
| Q3 25 | 3.6% | 14.2% | ||
| Q2 25 | 6.4% | 14.2% | ||
| Q1 25 | 4.2% | 14.3% | ||
| Q4 24 | 6.1% | 12.1% | ||
| Q3 24 | 6.5% | 14.0% | ||
| Q2 24 | 5.9% | 12.5% |
每股收益（稀释后）AMWDTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $0.42 | $1.50 | ||
| Q3 25 | $1.00 | $1.93 | ||
| Q2 25 | $1.73 | $1.93 | ||
| Q1 25 | $1.09 | $1.84 | ||
| Q4 24 | $1.79 | $1.48 | ||
| Q3 24 | $1.89 | $1.74 | ||
| Q2 24 | $1.70 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $3.6B |
| 总资产 | $1.6B | $4.8B |
| 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AMWDTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $52.1M | $1.1B | ||
| Q3 25 | $54.9M | $950.8M | ||
| Q2 25 | $48.2M | $892.3M | ||
| Q1 25 | $43.5M | $807.4M | ||
| Q4 24 | $56.7M | $768.0M | ||
| Q3 24 | $89.3M | $544.3M | ||
| Q2 24 | $87.4M | $258.0M |
总债务AMWDTYL
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | $599.7M | ||
| Q3 25 | $364.8M | $599.2M | ||
| Q2 25 | $365.8M | $598.8M | ||
| Q1 25 | $367.3M | $598.4M | ||
| Q4 24 | $368.0M | $597.9M | ||
| Q3 24 | $372.2M | $597.5M | ||
| Q2 24 | $371.8M | $597.1M |
股东权益AMWDTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $928.2M | $3.7B | ||
| Q3 25 | $920.3M | $3.6B | ||
| Q2 25 | $916.0M | $3.6B | ||
| Q1 25 | $919.6M | $3.5B | ||
| Q4 24 | $915.1M | $3.4B | ||
| Q3 24 | $913.8M | $3.3B | ||
| Q2 24 | $910.4M | $3.1B |
总资产AMWDTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $1.6B | $5.6B | ||
| Q3 25 | $1.6B | $5.5B | ||
| Q2 25 | $1.6B | $5.4B | ||
| Q1 25 | $1.6B | $5.2B | ||
| Q4 24 | $1.6B | $5.2B | ||
| Q3 24 | $1.6B | $5.0B | ||
| Q2 24 | $1.6B | $4.8B |
负债/权益比AMWDTYL
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 0.16× | ||
| Q3 25 | 0.40× | 0.17× | ||
| Q2 25 | 0.40× | 0.16× | ||
| Q1 25 | 0.40× | 0.17× | ||
| Q4 24 | 0.40× | 0.18× | ||
| Q3 24 | 0.41× | 0.18× | ||
| Q2 24 | 0.41× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $2.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $585.7M |
8季度趋势，按日历期对齐
经营现金流AMWDTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $11.2M | $243.9M | ||
| Q3 25 | $33.1M | $255.2M | ||
| Q2 25 | $44.8M | $98.3M | ||
| Q1 25 | $11.0M | $56.2M | ||
| Q4 24 | $11.9M | $224.8M | ||
| Q3 24 | $40.8M | $263.7M | ||
| Q2 24 | $43.3M | $64.3M |
自由现金流AMWDTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $638.0K | $239.6M | ||
| Q3 25 | $25.3M | $251.3M | ||
| Q2 25 | $35.8M | $92.8M | ||
| Q1 25 | $2.3M | $53.8M | ||
| Q4 24 | $1.1M | $221.0M | ||
| Q3 24 | $29.5M | $260.8M | ||
| Q2 24 | $7.2M | $57.7M |
自由现金流率AMWDTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 0.2% | 41.7% | ||
| Q3 25 | 6.3% | 42.2% | ||
| Q2 25 | 8.9% | 15.6% | ||
| Q1 25 | 0.6% | 9.5% | ||
| Q4 24 | 0.2% | 40.8% | ||
| Q3 24 | 6.4% | 48.0% | ||
| Q2 24 | 1.6% | 10.7% |
资本支出强度AMWDTYL
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.8% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 2.2% | 0.9% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | 2.4% | 0.7% | ||
| Q3 24 | 2.5% | 0.5% | ||
| Q2 24 | 8.0% | 1.2% |
现金转化率AMWDTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 1.83× | 3.72× | ||
| Q3 25 | 2.27× | 3.02× | ||
| Q2 25 | 1.75× | 1.16× | ||
| Q1 25 | 0.66× | 0.69× | ||
| Q4 24 | 0.43× | 3.45× | ||
| Q3 24 | 1.38× | 3.47× | ||
| Q2 24 | 1.62× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
