vs
AMERICAN WOODMARK CORP(AMWD)与Walker & Dunlop, Inc.(WD)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Walker & Dunlop, Inc.的1.2倍($394.6M vs $340.0M),AMERICAN WOODMARK CORP净利率更高(1.5% vs -12.9%,领先14.5%),Walker & Dunlop, Inc.同比增速更快(-0.4% vs -12.8%),AMERICAN WOODMARK CORP自由现金流更多($638.0K vs $-680.1M),过去两年Walker & Dunlop, Inc.的营收复合增速更高(22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构,为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务,业务辐射全球多个市场,在行业内拥有深厚的资源积累与广泛的市场认可度。
AMWD vs WD — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$340.0M
营收增速更快
WD
高出12.4%
-12.8%
净利率更高
AMWD
高出14.5%
-12.9%
自由现金流更多
AMWD
多$680.7M
$-680.1M
两年增速更快
WD
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $394.6M | $340.0M |
| 净利润 | $6.1M | $-13.9M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | -17.2% |
| 净利率 | 1.5% | -12.9% |
| 营收同比 | -12.8% | -0.4% |
| 净利润同比 | -78.0% | -131.0% |
| 每股收益(稀释后) | $0.42 | $-0.41 |
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
WD
| Q4 25 | $394.6M | $340.0M | ||
| Q3 25 | $403.0M | $337.7M | ||
| Q2 25 | $400.4M | $319.2M | ||
| Q1 25 | $397.6M | $237.4M | ||
| Q4 24 | $452.5M | $341.5M | ||
| Q3 24 | $459.1M | $292.3M | ||
| Q2 24 | $453.3M | $270.7M | ||
| Q1 24 | $422.1M | $228.1M |
净利润
AMWD
WD
| Q4 25 | $6.1M | $-13.9M | ||
| Q3 25 | $14.6M | $33.5M | ||
| Q2 25 | $25.6M | $34.0M | ||
| Q1 25 | $16.6M | $2.8M | ||
| Q4 24 | $27.7M | $44.8M | ||
| Q3 24 | $29.6M | $28.8M | ||
| Q2 24 | $26.8M | $22.7M | ||
| Q1 24 | $21.2M | $11.9M |
毛利率
AMWD
WD
| 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
AMWD
WD
| Q4 25 | 3.1% | -17.2% | ||
| Q3 25 | 5.0% | 13.6% | ||
| Q2 25 | 7.4% | 14.5% | ||
| Q1 25 | 5.3% | 2.2% | ||
| Q4 24 | 9.4% | 15.3% | ||
| Q3 24 | 10.2% | 12.8% | ||
| Q2 24 | 8.4% | 10.4% | ||
| Q1 24 | 6.6% | 6.0% |
净利率
AMWD
WD
| Q4 25 | 1.5% | -12.9% | ||
| Q3 25 | 3.6% | 9.9% | ||
| Q2 25 | 6.4% | 10.6% | ||
| Q1 25 | 4.2% | 1.2% | ||
| Q4 24 | 6.1% | 13.1% | ||
| Q3 24 | 6.5% | 9.9% | ||
| Q2 24 | 5.9% | 8.4% | ||
| Q1 24 | 5.0% | 5.2% |
每股收益(稀释后)
AMWD
WD
| Q4 25 | $0.42 | $-0.41 | ||
| Q3 25 | $1.00 | $0.98 | ||
| Q2 25 | $1.73 | $0.99 | ||
| Q1 25 | $1.09 | $0.08 | ||
| Q4 24 | $1.79 | $1.32 | ||
| Q3 24 | $1.89 | $0.85 | ||
| Q2 24 | $1.70 | $0.67 | ||
| Q1 24 | $1.32 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $1.7B |
| 总资产 | $1.6B | $5.1B |
| 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
WD
| Q4 25 | $52.1M | $299.3M | ||
| Q3 25 | $54.9M | $274.8M | ||
| Q2 25 | $48.2M | $233.7M | ||
| Q1 25 | $43.5M | $181.0M | ||
| Q4 24 | $56.7M | $279.3M | ||
| Q3 24 | $89.3M | $179.8M | ||
| Q2 24 | $87.4M | $208.1M | ||
| Q1 24 | $97.8M | $216.5M |
总债务
AMWD
WD
| 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
AMWD
WD
| Q4 25 | $928.2M | $1.7B | ||
| Q3 25 | $920.3M | $1.8B | ||
| Q2 25 | $916.0M | $1.8B | ||
| Q1 25 | $919.6M | $1.7B | ||
| Q4 24 | $915.1M | $1.7B | ||
| Q3 24 | $913.8M | $1.7B | ||
| Q2 24 | $910.4M | $1.7B | ||
| Q1 24 | $896.9M | $1.7B |
总资产
AMWD
WD
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.8B | ||
| Q2 25 | $1.6B | $4.7B | ||
| Q1 25 | $1.6B | $4.5B | ||
| Q4 24 | $1.6B | $4.4B | ||
| Q3 24 | $1.6B | $4.6B | ||
| Q2 24 | $1.6B | $4.2B | ||
| Q1 24 | $1.6B | $3.8B |
负债/权益比
AMWD
WD
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $-680.1M |
| 自由现金流率自由现金流/营收 | 0.2% | -200.0% |
| 资本支出强度资本支出/营收 | 2.7% | 4.6% |
| 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 | $-2.2B |
8季度趋势,按日历期对齐
经营现金流
AMWD
WD
| Q4 25 | $11.2M | $-664.3M | ||
| Q3 25 | $33.1M | $-948.1M | ||
| Q2 25 | $44.8M | $-238.5M | ||
| Q1 25 | $11.0M | $-281.1M | ||
| Q4 24 | $11.9M | $129.4M | ||
| Q3 24 | $40.8M | $-202.0M | ||
| Q2 24 | $43.3M | $-237.8M | ||
| Q1 24 | $43.7M | $38.4M |
自由现金流
AMWD
WD
| Q4 25 | $638.0K | $-680.1M | ||
| Q3 25 | $25.3M | $-950.4M | ||
| Q2 25 | $35.8M | $-241.0M | ||
| Q1 25 | $2.3M | $-284.7M | ||
| Q4 24 | $1.1M | $116.4M | ||
| Q3 24 | $29.5M | $-204.0M | ||
| Q2 24 | $7.2M | $-241.7M | ||
| Q1 24 | $22.1M | $35.2M |
自由现金流率
AMWD
WD
| Q4 25 | 0.2% | -200.0% | ||
| Q3 25 | 6.3% | -281.5% | ||
| Q2 25 | 8.9% | -75.5% | ||
| Q1 25 | 0.6% | -120.0% | ||
| Q4 24 | 0.2% | 34.1% | ||
| Q3 24 | 6.4% | -69.8% | ||
| Q2 24 | 1.6% | -89.3% | ||
| Q1 24 | 5.2% | 15.4% |
资本支出强度
AMWD
WD
| Q4 25 | 2.7% | 4.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 2.2% | 0.8% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 2.4% | 3.8% | ||
| Q3 24 | 2.5% | 0.7% | ||
| Q2 24 | 8.0% | 1.4% | ||
| Q1 24 | 5.1% | 1.4% |
现金转化率
AMWD
WD
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | -28.34× | ||
| Q2 25 | 1.75× | -7.02× | ||
| Q1 25 | 0.66× | -102.07× | ||
| Q4 24 | 0.43× | 2.89× | ||
| Q3 24 | 1.38× | -7.01× | ||
| Q2 24 | 1.62× | -10.49× | ||
| Q1 24 | 2.06× | 3.24× |
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% |
WD
暂无分部数据