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AMERICAN WOODMARK CORP（AMWD）与Vestis Corp（VSTS）财务数据对比。点击上方公司名可切换其他公司
Vestis Corp的季度营收约是AMERICAN WOODMARK CORP的1.7倍（$663.4M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -1.0%，领先2.5%），Vestis Corp同比增速更快（-3.0% vs -12.8%），Vestis Corp自由现金流更多（$28.3M vs $638.0K），过去两年Vestis Corp的营收复合增速更高（-3.0% 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。
Vestis Corp是北美领先的工作制服、安全防护服饰及配套设施服务供应商，服务覆盖医疗、制造、零售、餐饮住宿、公共服务等多个领域，为企业客户提供定制化的制服租赁、清洁与日常维护解决方案。
AMWD vs VSTS — 直观对比
营收规模更大
VSTS
是对方的1.7倍
$394.6M
营收增速更快
VSTS
高出9.8%
-12.8%
净利率更高
AMWD
高出2.5%
-1.0%
自由现金流更多
VSTS
多$27.7M
$638.0K
两年增速更快
VSTS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $663.4M |
| 净利润 | $6.1M | $-6.4M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 2.5% |
| 净利率 | 1.5% | -1.0% |
| 营收同比 | -12.8% | -3.0% |
| 净利润同比 | -78.0% | -868.1% |
| 每股收益（稀释后） | $0.42 | $-0.05 |
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AMWDVSTS
| Q1 26 | — | $663.4M | ||
| Q4 25 | $394.6M | $712.0M | ||
| Q3 25 | $403.0M | — | ||
| Q2 25 | $400.4M | $673.8M | ||
| Q1 25 | $397.6M | $665.2M | ||
| Q4 24 | $452.5M | $683.8M | ||
| Q3 24 | $459.1M | $684.3M | ||
| Q2 24 | $453.3M | $698.2M |
净利润AMWDVSTS
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $6.1M | $-12.5M | ||
| Q3 25 | $14.6M | — | ||
| Q2 25 | $25.6M | $-676.0K | ||
| Q1 25 | $16.6M | $-27.8M | ||
| Q4 24 | $27.7M | $832.0K | ||
| Q3 24 | $29.6M | $-2.3M | ||
| Q2 24 | $26.8M | $5.0M |
毛利率AMWDVSTS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AMWDVSTS
| Q1 26 | — | 2.5% | ||
| Q4 25 | 3.1% | 2.5% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 7.4% | 3.7% | ||
| Q1 25 | 5.3% | -1.3% | ||
| Q4 24 | 9.4% | 4.4% | ||
| Q3 24 | 10.2% | 4.4% | ||
| Q2 24 | 8.4% | 5.4% |
净利率AMWDVSTS
| Q1 26 | — | -1.0% | ||
| Q4 25 | 1.5% | -1.8% | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 6.4% | -0.1% | ||
| Q1 25 | 4.2% | -4.2% | ||
| Q4 24 | 6.1% | 0.1% | ||
| Q3 24 | 6.5% | -0.3% | ||
| Q2 24 | 5.9% | 0.7% |
每股收益（稀释后）AMWDVSTS
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $0.42 | $-0.10 | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | $-0.01 | ||
| Q1 25 | $1.09 | $-0.21 | ||
| Q4 24 | $1.79 | $0.01 | ||
| Q3 24 | $1.89 | $-0.02 | ||
| Q2 24 | $1.70 | $0.04 |
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 | $41.5M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $864.4M |
| 总资产 | $1.6B | $2.9B |
| 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AMWDVSTS
| Q1 26 | — | $41.5M | ||
| Q4 25 | $52.1M | $29.7M | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | $23.7M | ||
| Q1 25 | $43.5M | $28.8M | ||
| Q4 24 | $56.7M | $18.6M | ||
| Q3 24 | $89.3M | $31.0M | ||
| Q2 24 | $87.4M | $29.1M |
总债务AMWDVSTS
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | $1.2B | ||
| 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 | — |
股东权益AMWDVSTS
| Q1 26 | — | $864.4M | ||
| Q4 25 | $928.2M | $865.6M | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | $882.2M | ||
| Q1 25 | $919.6M | $876.3M | ||
| Q4 24 | $915.1M | $899.6M | ||
| Q3 24 | $913.8M | $903.1M | ||
| Q2 24 | $910.4M | $901.2M |
总资产AMWDVSTS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.6B | $2.9B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | $2.9B | ||
| Q1 25 | $1.6B | $2.9B | ||
| Q4 24 | $1.6B | $2.9B | ||
| Q3 24 | $1.6B | $2.9B | ||
| Q2 24 | $1.6B | $3.1B |
负债/权益比AMWDVSTS
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 1.35× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | 1.29× | ||
| Q2 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 | $37.7M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $28.3M |
| 自由现金流率自由现金流/营收 | 0.2% | 4.3% |
| 资本支出强度资本支出/营收 | 2.7% | 1.4% |
| 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 | $45.0M |
8季度趋势，按日历期对齐
经营现金流AMWDVSTS
| Q1 26 | — | $37.7M | ||
| Q4 25 | $11.2M | $30.9M | ||
| Q3 25 | $33.1M | — | ||
| Q2 25 | $44.8M | $22.9M | ||
| Q1 25 | $11.0M | $6.7M | ||
| Q4 24 | $11.9M | $3.8M | ||
| Q3 24 | $40.8M | $295.6M | ||
| Q2 24 | $43.3M | $48.7M |
自由现金流AMWDVSTS
| Q1 26 | — | $28.3M | ||
| Q4 25 | $638.0K | $15.6M | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $35.8M | $8.0M | ||
| Q1 25 | $2.3M | $-6.9M | ||
| Q4 24 | $1.1M | $-11.0M | ||
| Q3 24 | $29.5M | $267.5M | ||
| Q2 24 | $7.2M | $27.7M |
自由现金流率AMWDVSTS
| Q1 26 | — | 4.3% | ||
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 8.9% | 1.2% | ||
| Q1 25 | 0.6% | -1.0% | ||
| Q4 24 | 0.2% | -1.6% | ||
| Q3 24 | 6.4% | 39.1% | ||
| Q2 24 | 1.6% | 4.0% |
资本支出强度AMWDVSTS
| Q1 26 | — | 1.4% | ||
| Q4 25 | 2.7% | 2.2% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | 2.2% | ||
| Q1 25 | 2.2% | 2.0% | ||
| Q4 24 | 2.4% | 2.2% | ||
| Q3 24 | 2.5% | 4.1% | ||
| Q2 24 | 8.0% | 3.0% |
现金转化率AMWDVSTS
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.43× | 4.54× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | 9.66× |
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% |
VSTS
| Workplace Supplies | $375.2M | 57% |
| Uniforms | $227.7M | 34% |
| Other | $60.5M | 9% |
