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AMERICAN WOODMARK CORP(AMWD)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是世纪互联的1.1倍($394.6M vs $362.7M),AMERICAN WOODMARK CORP净利率更高(1.5% vs -10.7%,领先12.2%),AMERICAN WOODMARK CORP自由现金流更多($638.0K vs $-193.1M),过去两年世纪互联的营收复合增速更高(17.4% 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。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
AMWD vs VNET — 直观对比
营收规模更大
AMWD
是对方的1.1倍
$362.7M
净利率更高
AMWD
高出12.2%
-10.7%
自由现金流更多
AMWD
多$193.7M
$-193.1M
两年增速更快
VNET
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $394.6M | $362.7M |
| 净利润 | $6.1M | $-38.7M |
| 毛利率 | 15.2% | 20.9% |
| 营业利润率 | 3.1% | 0.5% |
| 净利率 | 1.5% | -10.7% |
| 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
AMWD
VNET
| Q4 25 | $394.6M | — | ||
| Q3 25 | $403.0M | $362.7M | ||
| Q2 25 | $400.4M | — | ||
| Q1 25 | $397.6M | $309.5M | ||
| Q4 24 | $452.5M | — | ||
| Q3 24 | $459.1M | $302.2M | ||
| Q2 24 | $453.3M | $274.4M | ||
| Q1 24 | $422.1M | $262.9M |
净利润
AMWD
VNET
| Q4 25 | $6.1M | — | ||
| Q3 25 | $14.6M | $-38.7M | ||
| Q2 25 | $25.6M | — | ||
| Q1 25 | $16.6M | $-2.4M | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $29.6M | $-2.1M | ||
| Q2 24 | $26.8M | $-1.1M | ||
| Q1 24 | $21.2M | $-22.0M |
毛利率
AMWD
VNET
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | 20.9% | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | 25.2% | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | 23.2% | ||
| Q2 24 | 18.6% | 21.3% | ||
| Q1 24 | 19.2% | 21.6% |
营业利润率
AMWD
VNET
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.0% | 0.5% | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 5.3% | 0.1% | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 10.2% | 24.5% | ||
| Q2 24 | 8.4% | 0.2% | ||
| Q1 24 | 6.6% | 0.2% |
净利率
AMWD
VNET
| Q4 25 | 1.5% | — | ||
| Q3 25 | 3.6% | -10.7% | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 4.2% | -0.8% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 6.5% | -0.7% | ||
| Q2 24 | 5.9% | -0.4% | ||
| Q1 24 | 5.0% | -8.4% |
每股收益(稀释后)
AMWD
VNET
| 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 | $492.1M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $890.8M |
| 总资产 | $1.6B | $6.1B |
| 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
AMWD
VNET
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | $492.1M | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | $544.3M | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | $219.5M | ||
| Q2 24 | $87.4M | $247.2M | ||
| Q1 24 | $97.8M | $246.9M |
总债务
AMWD
VNET
| Q4 25 | $363.3M | — | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | — | ||
| Q3 24 | $372.2M | $1.2B | ||
| Q2 24 | $371.8M | — | ||
| Q1 24 | $371.3M | — |
股东权益
AMWD
VNET
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | $890.8M | ||
| Q2 25 | $916.0M | — | ||
| Q1 25 | $919.6M | $927.8M | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | $902.9M | ||
| Q2 24 | $910.4M | $900.6M | ||
| Q1 24 | $896.9M | $895.1M |
总资产
AMWD
VNET
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $6.1B | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | $5.4B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $4.3B | ||
| Q2 24 | $1.6B | $4.0B | ||
| Q1 24 | $1.6B | $3.9B |
负债/权益比
AMWD
VNET
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-193.1M |
| 自由现金流率自由现金流/营收 | 0.2% | -53.2% |
| 资本支出强度资本支出/营收 | 2.7% | 84.6% |
| 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 | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
AMWD
VNET
| Q4 25 | $11.2M | — | ||
| Q3 25 | $33.1M | $113.8M | ||
| Q2 25 | $44.8M | — | ||
| Q1 25 | $11.0M | $27.0M | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | $108.3M | ||
| Q2 24 | $43.3M | $55.8M | ||
| Q1 24 | $43.7M | $37.1M |
自由现金流
AMWD
VNET
| Q4 25 | $638.0K | — | ||
| Q3 25 | $25.3M | $-193.1M | ||
| Q2 25 | $35.8M | — | ||
| Q1 25 | $2.3M | $-220.0M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | $-95.0M | ||
| Q2 24 | $7.2M | $-81.6M | ||
| Q1 24 | $22.1M | $-102.2M |
自由现金流率
AMWD
VNET
| Q4 25 | 0.2% | — | ||
| Q3 25 | 6.3% | -53.2% | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 0.6% | -71.1% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | -31.4% | ||
| Q2 24 | 1.6% | -29.8% | ||
| Q1 24 | 5.2% | -38.9% |
资本支出强度
AMWD
VNET
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.9% | 84.6% | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.2% | 79.8% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | 67.3% | ||
| Q2 24 | 8.0% | 50.1% | ||
| Q1 24 | 5.1% | 53.0% |
现金转化率
AMWD
VNET
| 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% |
VNET
暂无分部数据