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AMERICAN WOODMARK CORP（AMWD）与Waystar Holding Corp.（WAY）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Waystar Holding Corp.的1.3倍（$394.6M vs $313.9M），Waystar Holding Corp.净利率更高（13.8% vs 1.5%，领先12.2%），Waystar Holding Corp.同比增速更快（22.4% vs -12.8%），Waystar Holding Corp.自由现金流更多（$90.3M vs $638.0K），过去两年Waystar Holding Corp.的营收复合增速更高（15.7% 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。
Waystar Holding Corp是一家领先的医疗健康支付与营收周期管理解决方案提供商，服务覆盖美国各地的医疗机构、医疗系统和支付方，旗下工具可简化账单处理、理赔申请、患者缴费流程，帮助医疗机构降低行政负担、优化营收表现。
AMWD vs WAY — 直观对比
营收规模更大
AMWD
是对方的1.3倍
$313.9M
营收增速更快
WAY
高出35.2%
-12.8%
净利率更高
WAY
高出12.2%
1.5%
自由现金流更多
WAY
多$89.6M
$638.0K
两年增速更快
WAY
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $313.9M |
| 净利润 | $6.1M | $43.3M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | 25.6% |
| 净利率 | 1.5% | 13.8% |
| 营收同比 | -12.8% | 22.4% |
| 净利润同比 | -78.0% | 47.9% |
| 每股收益（稀释后） | $0.42 | $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AMWDWAY
| Q1 26 | — | $313.9M | ||
| Q4 25 | $394.6M | $303.5M | ||
| Q3 25 | $403.0M | $268.7M | ||
| Q2 25 | $400.4M | $270.7M | ||
| Q1 25 | $397.6M | $256.4M | ||
| Q4 24 | $452.5M | $244.1M | ||
| Q3 24 | $459.1M | $240.1M | ||
| Q2 24 | $453.3M | $234.5M |
净利润AMWDWAY
| Q1 26 | — | $43.3M | ||
| Q4 25 | $6.1M | $20.0M | ||
| Q3 25 | $14.6M | $30.6M | ||
| Q2 25 | $25.6M | $32.2M | ||
| Q1 25 | $16.6M | $29.3M | ||
| Q4 24 | $27.7M | $19.1M | ||
| Q3 24 | $29.6M | $5.4M | ||
| Q2 24 | $26.8M | $-27.7M |
毛利率AMWDWAY
| 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AMWDWAY
| Q1 26 | — | 25.6% | ||
| Q4 25 | 3.1% | 19.4% | ||
| Q3 25 | 5.0% | 22.4% | ||
| Q2 25 | 7.4% | 24.0% | ||
| Q1 25 | 5.3% | 25.4% | ||
| Q4 24 | 9.4% | 21.8% | ||
| Q3 24 | 10.2% | 11.3% | ||
| Q2 24 | 8.4% | 3.5% |
净利率AMWDWAY
| Q1 26 | — | 13.8% | ||
| Q4 25 | 1.5% | 6.6% | ||
| Q3 25 | 3.6% | 11.4% | ||
| Q2 25 | 6.4% | 11.9% | ||
| Q1 25 | 4.2% | 11.4% | ||
| Q4 24 | 6.1% | 7.8% | ||
| Q3 24 | 6.5% | 2.3% | ||
| Q2 24 | 5.9% | -11.8% |
每股收益（稀释后）AMWDWAY
| Q1 26 | — | $0.42 | ||
| Q4 25 | $0.42 | $0.10 | ||
| Q3 25 | $1.00 | $0.17 | ||
| Q2 25 | $1.73 | $0.18 | ||
| Q1 25 | $1.09 | $0.16 | ||
| Q4 24 | $1.79 | $0.18 | ||
| Q3 24 | $1.89 | $0.03 | ||
| Q2 24 | $1.70 | $-0.21 |
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 | $34.3M |
| 总债务越低越好 | $363.3M | $13.5M |
| 股东权益账面价值 | $928.2M | $3.9B |
| 总资产 | $1.6B | $5.8B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMWDWAY
| Q1 26 | — | $34.3M | ||
| Q4 25 | $52.1M | $61.4M | ||
| Q3 25 | $54.9M | $421.1M | ||
| Q2 25 | $48.2M | $290.3M | ||
| Q1 25 | $43.5M | $224.0M | ||
| Q4 24 | $56.7M | $182.1M | ||
| Q3 24 | $89.3M | $127.1M | ||
| Q2 24 | $87.4M | $68.4M |
总债务AMWDWAY
| Q1 26 | — | $13.5M | ||
| Q4 25 | $363.3M | $1.5B | ||
| Q3 25 | $364.8M | — | ||
| Q2 25 | $365.8M | — | ||
| Q1 25 | $367.3M | — | ||
| Q4 24 | $368.0M | $1.2B | ||
| Q3 24 | $372.2M | — | ||
| Q2 24 | $371.8M | — |
股东权益AMWDWAY
| Q1 26 | — | $3.9B | ||
| Q4 25 | $928.2M | $3.9B | ||
| Q3 25 | $920.3M | $3.2B | ||
| Q2 25 | $916.0M | $3.2B | ||
| Q1 25 | $919.6M | $3.1B | ||
| Q4 24 | $915.1M | $3.1B | ||
| Q3 24 | $913.8M | $3.1B | ||
| Q2 24 | $910.4M | $2.9B |
总资产AMWDWAY
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.6B | $5.8B | ||
| Q3 25 | $1.6B | $4.7B | ||
| Q2 25 | $1.6B | $4.7B | ||
| Q1 25 | $1.6B | $4.6B | ||
| Q4 24 | $1.6B | $4.6B | ||
| Q3 24 | $1.6B | $4.5B | ||
| Q2 24 | $1.6B | $4.6B |
负债/权益比AMWDWAY
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.39× | 0.38× | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | 0.40× | ||
| Q3 24 | 0.41× | — | ||
| 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 | $84.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $90.3M |
| 自由现金流率自由现金流/营收 | 0.2% | 28.8% |
| 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× | 1.96× |
| 过去12个月自由现金流最近4个季度 | $64.0M | $314.6M |
8季度趋势，按日历期对齐
经营现金流AMWDWAY
| Q1 26 | — | $84.9M | ||
| Q4 25 | $11.2M | $66.6M | ||
| Q3 25 | $33.1M | $82.0M | ||
| Q2 25 | $44.8M | $96.8M | ||
| Q1 25 | $11.0M | $64.2M | ||
| Q4 24 | $11.9M | — | ||
| Q3 24 | $40.8M | $78.8M | ||
| Q2 24 | $43.3M | $15.4M |
自由现金流AMWDWAY
| Q1 26 | — | $90.3M | ||
| Q4 25 | $638.0K | $57.2M | ||
| Q3 25 | $25.3M | $76.2M | ||
| Q2 25 | $35.8M | $91.0M | ||
| Q1 25 | $2.3M | $58.8M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $29.5M | $70.2M | ||
| Q2 24 | $7.2M | $8.6M |
自由现金流率AMWDWAY
| Q1 26 | — | 28.8% | ||
| Q4 25 | 0.2% | 18.9% | ||
| Q3 25 | 6.3% | 28.3% | ||
| Q2 25 | 8.9% | 33.6% | ||
| Q1 25 | 0.6% | 22.9% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 6.4% | 29.2% | ||
| Q2 24 | 1.6% | 3.7% |
资本支出强度AMWDWAY
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 3.1% | ||
| Q3 25 | 1.9% | 2.2% | ||
| Q2 25 | 2.2% | 2.1% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.5% | 3.6% | ||
| Q2 24 | 8.0% | 2.9% |
现金转化率AMWDWAY
| Q1 26 | — | 1.96× | ||
| Q4 25 | 1.83× | 3.33× | ||
| Q3 25 | 2.27× | 2.68× | ||
| Q2 25 | 1.75× | 3.01× | ||
| Q1 25 | 0.66× | 2.20× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.38× | 14.56× | ||
| Q2 24 | 1.62× | — |
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% |
WAY
| Subscription | $172.2M | 55% |
| Volume-based | $139.5M | 44% |
