vs
AMERICAN WOODMARK CORP(AMWD)与温德姆酒店及度假村集团(WH)财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是温德姆酒店及度假村集团的1.2倍($394.6M vs $334.0M),AMERICAN WOODMARK CORP净利率更高(1.5% vs -18.0%,领先19.5%),AMERICAN WOODMARK CORP同比增速更快(-12.8% vs -76.3%),温德姆酒店及度假村集团自由现金流更多($168.0M vs $638.0K),过去两年AMERICAN WOODMARK CORP的营收复合增速更高(-3.3% vs -4.6%)
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。
温德姆酒店及度假村集团是总部位于美国新泽西州帕西帕尼的酒店企业,自称是全球规模最大的酒店特许经营商,在全球范围内共设有9100家门店,旗下拥有多个酒店及度假住宿品牌,服务全球各地的出行旅客。
AMWD vs WH — 直观对比
营收规模更大
AMWD
是对方的1.2倍
$334.0M
营收增速更快
AMWD
高出63.5%
-76.3%
净利率更高
AMWD
高出19.5%
-18.0%
自由现金流更多
WH
多$167.4M
$638.0K
两年增速更快
AMWD
近两年复合增速
-4.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $394.6M | $334.0M |
| 净利润 | $6.1M | $-60.0M |
| 毛利率 | 15.2% | — |
| 营业利润率 | 3.1% | — |
| 净利率 | 1.5% | -18.0% |
| 营收同比 | -12.8% | -76.3% |
| 净利润同比 | -78.0% | -170.6% |
| 每股收益(稀释后) | $0.42 | $-0.80 |
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
WH
| Q1 26 | — | $334.0M | ||
| Q4 25 | $394.6M | $334.0M | ||
| Q3 25 | $403.0M | $382.0M | ||
| Q2 25 | $400.4M | $397.0M | ||
| Q1 25 | $397.6M | $316.0M | ||
| Q4 24 | $452.5M | $336.0M | ||
| Q3 24 | $459.1M | $396.0M | ||
| Q2 24 | $453.3M | $367.0M |
净利润
AMWD
WH
| Q1 26 | — | $-60.0M | ||
| Q4 25 | $6.1M | $-60.0M | ||
| Q3 25 | $14.6M | $105.0M | ||
| Q2 25 | $25.6M | $87.0M | ||
| Q1 25 | $16.6M | $61.0M | ||
| Q4 24 | $27.7M | $85.0M | ||
| Q3 24 | $29.6M | $102.0M | ||
| Q2 24 | $26.8M | $86.0M |
毛利率
AMWD
WH
| 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
AMWD
WH
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | -11.4% | ||
| Q3 25 | 5.0% | 46.6% | ||
| Q2 25 | 7.4% | 37.8% | ||
| Q1 25 | 5.3% | 35.4% | ||
| Q4 24 | 9.4% | 38.4% | ||
| Q3 24 | 10.2% | 43.2% | ||
| Q2 24 | 8.4% | 39.5% |
净利率
AMWD
WH
| Q1 26 | — | -18.0% | ||
| Q4 25 | 1.5% | -18.0% | ||
| Q3 25 | 3.6% | 27.5% | ||
| Q2 25 | 6.4% | 21.9% | ||
| Q1 25 | 4.2% | 19.3% | ||
| Q4 24 | 6.1% | 25.3% | ||
| Q3 24 | 6.5% | 25.8% | ||
| Q2 24 | 5.9% | 23.4% |
每股收益(稀释后)
AMWD
WH
| Q1 26 | — | $-0.80 | ||
| Q4 25 | $0.42 | $-0.77 | ||
| Q3 25 | $1.00 | $1.36 | ||
| Q2 25 | $1.73 | $1.13 | ||
| Q1 25 | $1.09 | $0.78 | ||
| Q4 24 | $1.79 | $1.06 | ||
| Q3 24 | $1.89 | $1.29 | ||
| Q2 24 | $1.70 | $1.07 |
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 | $64.0M |
| 总债务越低越好 | $363.3M | — |
| 股东权益账面价值 | $928.2M | $468.0M |
| 总资产 | $1.6B | $4.2B |
| 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
WH
| Q1 26 | — | $64.0M | ||
| Q4 25 | $52.1M | $64.0M | ||
| Q3 25 | $54.9M | $70.0M | ||
| Q2 25 | $48.2M | $50.0M | ||
| Q1 25 | $43.5M | $48.0M | ||
| Q4 24 | $56.7M | $103.0M | ||
| Q3 24 | $89.3M | $72.0M | ||
| Q2 24 | $87.4M | $70.0M |
总债务
AMWD
WH
| Q1 26 | — | — | ||
| Q4 25 | $363.3M | $2.5B | ||
| Q3 25 | $364.8M | $2.6B | ||
| Q2 25 | $365.8M | $2.5B | ||
| Q1 25 | $367.3M | $2.5B | ||
| Q4 24 | $368.0M | $2.4B | ||
| Q3 24 | $372.2M | $2.4B | ||
| Q2 24 | $371.8M | $2.4B |
股东权益
AMWD
WH
| Q1 26 | — | $468.0M | ||
| Q4 25 | $928.2M | $468.0M | ||
| Q3 25 | $920.3M | $583.0M | ||
| Q2 25 | $916.0M | $570.0M | ||
| Q1 25 | $919.6M | $579.0M | ||
| Q4 24 | $915.1M | $650.0M | ||
| Q3 24 | $913.8M | $583.0M | ||
| Q2 24 | $910.4M | $623.0M |
总资产
AMWD
WH
| Q1 26 | — | $4.2B | ||
| Q4 25 | $1.6B | $4.2B | ||
| Q3 25 | $1.6B | $4.3B | ||
| Q2 25 | $1.6B | $4.3B | ||
| Q1 25 | $1.6B | $4.2B | ||
| Q4 24 | $1.6B | $4.2B | ||
| Q3 24 | $1.6B | $4.2B | ||
| Q2 24 | $1.6B | $4.2B |
负债/权益比
AMWD
WH
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 5.37× | ||
| Q3 25 | 0.40× | 4.43× | ||
| Q2 25 | 0.40× | 4.44× | ||
| Q1 25 | 0.40× | 4.29× | ||
| Q4 24 | 0.40× | 3.72× | ||
| Q3 24 | 0.41× | 4.19× | ||
| Q2 24 | 0.41× | 3.83× |
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 | $367.0M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $168.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 50.3% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $64.0M | $437.0M |
8季度趋势,按日历期对齐
经营现金流
AMWD
WH
| Q1 26 | — | $367.0M | ||
| Q4 25 | $11.2M | $152.0M | ||
| Q3 25 | $33.1M | $86.0M | ||
| Q2 25 | $44.8M | $70.0M | ||
| Q1 25 | $11.0M | $59.0M | ||
| Q4 24 | $11.9M | $134.0M | ||
| Q3 24 | $40.8M | $79.0M | ||
| Q2 24 | $43.3M | $1.0M |
自由现金流
AMWD
WH
| Q1 26 | — | $168.0M | ||
| Q4 25 | $638.0K | $136.0M | ||
| Q3 25 | $25.3M | $75.0M | ||
| Q2 25 | $35.8M | $58.0M | ||
| Q1 25 | $2.3M | $52.0M | ||
| Q4 24 | $1.1M | $109.0M | ||
| Q3 24 | $29.5M | $71.0M | ||
| Q2 24 | $7.2M | $-6.0M |
自由现金流率
AMWD
WH
| Q1 26 | — | 50.3% | ||
| Q4 25 | 0.2% | 40.7% | ||
| Q3 25 | 6.3% | 19.6% | ||
| Q2 25 | 8.9% | 14.6% | ||
| Q1 25 | 0.6% | 16.5% | ||
| Q4 24 | 0.2% | 32.4% | ||
| Q3 24 | 6.4% | 17.9% | ||
| Q2 24 | 1.6% | -1.6% |
资本支出强度
AMWD
WH
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 4.8% | ||
| Q3 25 | 1.9% | 2.9% | ||
| Q2 25 | 2.2% | 3.0% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.4% | 7.4% | ||
| Q3 24 | 2.5% | 2.0% | ||
| Q2 24 | 8.0% | 1.9% |
现金转化率
AMWD
WH
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 0.82× | ||
| Q2 25 | 1.75× | 0.80× | ||
| Q1 25 | 0.66× | 0.97× | ||
| Q4 24 | 0.43× | 1.58× | ||
| Q3 24 | 1.38× | 0.77× | ||
| Q2 24 | 1.62× | 0.01× |
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% |
WH
| Fee-related and other revenues | $334.0M | 100% |
| Management and other fees | $2.0M | 1% |