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AMERICAN WOODMARK CORP（AMWD）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）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VIRTUS INVESTMENT PARTNERS, INC.的1.9倍（$394.6M vs $208.0M），VIRTUS INVESTMENT PARTNERS, INC.净利率更高（16.3% vs 1.5%，领先14.7%），VIRTUS INVESTMENT PARTNERS, INC.同比增速更快（-10.9% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-74.1M），过去两年VIRTUS INVESTMENT PARTNERS, INC.的营收复合增速更高（-3.2% 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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
AMWD vs VRTS — 直观对比
营收规模更大
AMWD
是对方的1.9倍
$208.0M
营收增速更快
VRTS
高出1.9%
-12.8%
净利率更高
VRTS
高出14.7%
1.5%
自由现金流更多
AMWD
多$74.7M
$-74.1M
两年增速更快
VRTS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $208.0M |
| 净利润 | $6.1M | $33.9M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 19.1% |
| 净利率 | 1.5% | 16.3% |
| 营收同比 | -12.8% | -10.9% |
| 净利润同比 | -78.0% | -14.2% |
| 每股收益（稀释后） | $0.42 | $5.15 |
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AMWDVRTS
| Q4 25 | $394.6M | $208.0M | ||
| Q3 25 | $403.0M | $216.4M | ||
| Q2 25 | $400.4M | $210.5M | ||
| Q1 25 | $397.6M | $217.9M | ||
| Q4 24 | $452.5M | $233.5M | ||
| Q3 24 | $459.1M | $227.0M | ||
| Q2 24 | $453.3M | $224.4M | ||
| Q1 24 | $422.1M | $222.0M |
净利润AMWDVRTS
| Q4 25 | $6.1M | $33.9M | ||
| Q3 25 | $14.6M | $31.3M | ||
| Q2 25 | $25.6M | $42.7M | ||
| Q1 25 | $16.6M | $28.1M | ||
| Q4 24 | $27.7M | $39.5M | ||
| Q3 24 | $29.6M | $49.1M | ||
| Q2 24 | $26.8M | $26.0M | ||
| Q1 24 | $21.2M | $37.9M |
毛利率AMWDVRTS
| 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AMWDVRTS
| Q4 25 | 3.1% | 19.1% | ||
| Q3 25 | 5.0% | 21.7% | ||
| Q2 25 | 7.4% | 21.5% | ||
| Q1 25 | 5.3% | 16.8% | ||
| Q4 24 | 9.4% | 21.7% | ||
| Q3 24 | 10.2% | 24.3% | ||
| Q2 24 | 8.4% | 19.7% | ||
| Q1 24 | 6.6% | 14.5% |
净利率AMWDVRTS
| Q4 25 | 1.5% | 16.3% | ||
| Q3 25 | 3.6% | 14.5% | ||
| Q2 25 | 6.4% | 20.3% | ||
| Q1 25 | 4.2% | 12.9% | ||
| Q4 24 | 6.1% | 16.9% | ||
| Q3 24 | 6.5% | 21.6% | ||
| Q2 24 | 5.9% | 11.6% | ||
| Q1 24 | 5.0% | 17.1% |
每股收益（稀释后）AMWDVRTS
| Q4 25 | $0.42 | $5.15 | ||
| Q3 25 | $1.00 | $4.65 | ||
| Q2 25 | $1.73 | $6.12 | ||
| Q1 25 | $1.09 | $4.05 | ||
| Q4 24 | $1.79 | $4.65 | ||
| Q3 24 | $1.89 | $5.71 | ||
| Q2 24 | $1.70 | $2.43 | ||
| Q1 24 | $1.32 | $4.10 |
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 | — |
| 总债务越低越好 | $363.3M | $390.0M |
| 股东权益账面价值 | $928.2M | $934.0M |
| 总资产 | $1.6B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资AMWDVRTS
| Q4 25 | $52.1M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | — | ||
| Q1 25 | $43.5M | — | ||
| Q4 24 | $56.7M | — | ||
| Q3 24 | $89.3M | — | ||
| Q2 24 | $87.4M | — | ||
| Q1 24 | $97.8M | — |
总债务AMWDVRTS
| Q4 25 | $363.3M | $390.0M | ||
| Q3 25 | $364.8M | $390.6M | ||
| Q2 25 | $365.8M | $231.3M | ||
| Q1 25 | $367.3M | $231.7M | ||
| Q4 24 | $368.0M | $232.1M | ||
| Q3 24 | $372.2M | $237.5M | ||
| Q2 24 | $371.8M | $247.6M | ||
| Q1 24 | $371.3M | $253.0M |
股东权益AMWDVRTS
| Q4 25 | $928.2M | $934.0M | ||
| Q3 25 | $920.3M | $918.7M | ||
| Q2 25 | $916.0M | $896.4M | ||
| Q1 25 | $919.6M | $893.7M | ||
| Q4 24 | $915.1M | $897.5M | ||
| Q3 24 | $913.8M | $889.0M | ||
| Q2 24 | $910.4M | $868.7M | ||
| Q1 24 | $896.9M | $871.7M |
总资产AMWDVRTS
| Q4 25 | $1.6B | $4.3B | ||
| Q3 25 | $1.6B | $3.9B | ||
| Q2 25 | $1.6B | $3.7B | ||
| Q1 25 | $1.6B | $3.7B | ||
| Q4 24 | $1.6B | $4.0B | ||
| Q3 24 | $1.6B | $3.6B | ||
| Q2 24 | $1.6B | $3.6B | ||
| Q1 24 | $1.6B | $3.5B |
负债/权益比AMWDVRTS
| Q4 25 | 0.39× | 0.42× | ||
| Q3 25 | 0.40× | 0.43× | ||
| Q2 25 | 0.40× | 0.26× | ||
| Q1 25 | 0.40× | 0.26× | ||
| Q4 24 | 0.40× | 0.26× | ||
| Q3 24 | 0.41× | 0.27× | ||
| Q2 24 | 0.41× | 0.29× | ||
| Q1 24 | 0.41× | 0.29× |
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 | $-67.2M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-74.1M |
| 自由现金流率自由现金流/营收 | 0.2% | -35.6% |
| 资本支出强度资本支出/营收 | 2.7% | 3.3% |
| 现金转化率经营现金流/净利润 | 1.83× | -1.99× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $100.2M |
8季度趋势，按日历期对齐
经营现金流AMWDVRTS
| Q4 25 | $11.2M | $-67.2M | ||
| Q3 25 | $33.1M | $108.3M | ||
| Q2 25 | $44.8M | $75.8M | ||
| Q1 25 | $11.0M | $-3.8M | ||
| Q4 24 | $11.9M | $1.8M | ||
| Q3 24 | $40.8M | $69.1M | ||
| Q2 24 | $43.3M | $70.0M | ||
| Q1 24 | $43.7M | $-34.5M |
自由现金流AMWDVRTS
| Q4 25 | $638.0K | $-74.1M | ||
| Q3 25 | $25.3M | $106.9M | ||
| Q2 25 | $35.8M | $74.2M | ||
| Q1 25 | $2.3M | $-6.8M | ||
| Q4 24 | $1.1M | $-3.8M | ||
| Q3 24 | $29.5M | $68.7M | ||
| Q2 24 | $7.2M | $68.6M | ||
| Q1 24 | $22.1M | $-36.5M |
自由现金流率AMWDVRTS
| Q4 25 | 0.2% | -35.6% | ||
| Q3 25 | 6.3% | 49.4% | ||
| Q2 25 | 8.9% | 35.2% | ||
| Q1 25 | 0.6% | -3.1% | ||
| Q4 24 | 0.2% | -1.6% | ||
| Q3 24 | 6.4% | 30.3% | ||
| Q2 24 | 1.6% | 30.6% | ||
| Q1 24 | 5.2% | -16.4% |
资本支出强度AMWDVRTS
| Q4 25 | 2.7% | 3.3% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.2% | 1.4% | ||
| Q4 24 | 2.4% | 2.4% | ||
| Q3 24 | 2.5% | 0.2% | ||
| Q2 24 | 8.0% | 0.6% | ||
| Q1 24 | 5.1% | 0.9% |
现金转化率AMWDVRTS
| Q4 25 | 1.83× | -1.99× | ||
| Q3 25 | 2.27× | 3.45× | ||
| Q2 25 | 1.75× | 1.77× | ||
| Q1 25 | 0.66× | -0.13× | ||
| Q4 24 | 0.43× | 0.04× | ||
| Q3 24 | 1.38× | 1.41× | ||
| Q2 24 | 1.62× | 2.69× | ||
| Q1 24 | 2.06× | -0.91× |
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% |
VRTS
| Open End Funds | $68.9M | 33% |
| Retail Separate Accounts | $51.3M | 25% |
| Institutional Accounts | $39.6M | 19% |
| Administration And Shareholder Service Fees | $18.4M | 9% |
| Closed End Funds | $15.9M | 8% |
| Distribution And Service Fees | $12.3M | 6% |
