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AMERICAN WOODMARK CORP（AMWD）与VinFast Auto Ltd.（VFS）财务数据对比。点击上方公司名可切换其他公司
VinFast Auto Ltd.的季度营收约是AMERICAN WOODMARK CORP的1.8倍（$718.6M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -2.8%，领先4.3%）
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。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
AMWD vs VFS — 直观对比
营收规模更大
VFS
是对方的1.8倍
$394.6M
净利率更高
AMWD
高出4.3%
-2.8%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $718.6M |
| 净利润 | $6.1M | $-20.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | -96.1% |
| 净利率 | 1.5% | -2.8% |
| 营收同比 | -12.8% | — |
| 净利润同比 | -78.0% | — |
| 每股收益（稀释后） | $0.42 | — |
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AMWDVFS
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | $718.6M | ||
| Q2 25 | $400.4M | $663.0M | ||
| Q1 25 | $397.6M | $656.5M | ||
| Q4 24 | $452.5M | — | ||
| Q3 24 | $459.1M | $511.6M | ||
| Q2 24 | $453.3M | — | ||
| Q1 24 | $422.1M | $302.6M |
净利润AMWDVFS
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $-20.0M | ||
| Q2 25 | $25.6M | $-51.8M | ||
| Q1 25 | $16.6M | $-26.1M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $-10.4M | ||
| Q2 24 | $26.8M | — | ||
| Q1 24 | $21.2M | $-618.3M |
毛利率AMWDVFS
| 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AMWDVFS
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | -96.1% | ||
| Q2 25 | 7.4% | -79.0% | ||
| Q1 25 | 5.3% | -74.0% | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | -65.9% | ||
| Q2 24 | 8.4% | — | ||
| Q1 24 | 6.6% | -139.4% |
净利率AMWDVFS
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | -2.8% | ||
| Q2 25 | 6.4% | -7.8% | ||
| Q1 25 | 4.2% | -4.0% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | -2.0% | ||
| Q2 24 | 5.9% | — | ||
| Q1 24 | 5.0% | -204.3% |
每股收益（稀释后）AMWDVFS
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | — | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | — | ||
| Q2 24 | $1.70 | — | ||
| Q1 24 | $1.32 | — |
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 | $8.8M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | — |
| 总资产 | $1.6B | $183.2M |
| 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AMWDVFS
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $8.8M | ||
| Q2 25 | $48.2M | $650.0M | ||
| Q1 25 | $43.5M | $2.4M | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | $1.9M | ||
| Q2 24 | $87.4M | — | ||
| Q1 24 | $97.8M | $3.0M |
总债务AMWDVFS
| 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AMWDVFS
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | $-7.2B | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | — | ||
| Q2 24 | $910.4M | — | ||
| Q1 24 | $896.9M | — |
总资产AMWDVFS
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $183.2M | ||
| Q2 25 | $1.6B | $7.2B | ||
| Q1 25 | $1.6B | $158.2M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $151.8M | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.6B | $145.6M |
负债/权益比AMWDVFS
| 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 | — |
| 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AMWDVFS
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | — | ||
| Q2 25 | $44.8M | — | ||
| Q1 25 | $11.0M | — | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | — | ||
| Q2 24 | $43.3M | — | ||
| Q1 24 | $43.7M | — |
自由现金流AMWDVFS
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $7.2M | — | ||
| Q1 24 | $22.1M | — |
自由现金流率AMWDVFS
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 5.2% | — |
资本支出强度AMWDVFS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMWDVFS
| 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% |
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
