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AMERICAN WOODMARK CORP（AMWD）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是AMERICAN WOODMARK CORP的1.4倍（$566.0M vs $394.6M），AMERICAN WOODMARK CORP净利率更高（1.5% vs -33.1%，领先34.6%），WillScot Holdings Corp同比增速更快（-6.1% vs -12.8%），WillScot Holdings Corp自由现金流更多（$149.7M vs $638.0K），过去两年WillScot Holdings Corp的营收复合增速更高（-1.8% 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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
AMWD vs WSC — 直观对比
营收规模更大
WSC
是对方的1.4倍
$394.6M
营收增速更快
WSC
高出6.7%
-12.8%
净利率更高
AMWD
高出34.6%
-33.1%
自由现金流更多
WSC
多$149.1M
$638.0K
两年增速更快
WSC
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $394.6M | $566.0M |
| 净利润 | $6.1M | $-187.3M |
| 毛利率 | 15.2% | 50.4% |
| 营业利润率 | 3.1% | -32.5% |
| 净利率 | 1.5% | -33.1% |
| 营收同比 | -12.8% | -6.1% |
| 净利润同比 | -78.0% | -310.0% |
| 每股收益（稀释后） | $0.42 | $-1.02 |
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AMWDWSC
| Q4 25 | $394.6M | $566.0M | ||
| Q3 25 | $403.0M | $566.8M | ||
| Q2 25 | $400.4M | $589.1M | ||
| Q1 25 | $397.6M | $559.6M | ||
| Q4 24 | $452.5M | $602.5M | ||
| Q3 24 | $459.1M | $601.4M | ||
| Q2 24 | $453.3M | $604.6M | ||
| Q1 24 | $422.1M | $587.2M |
净利润AMWDWSC
| Q4 25 | $6.1M | $-187.3M | ||
| Q3 25 | $14.6M | $43.3M | ||
| Q2 25 | $25.6M | $47.9M | ||
| Q1 25 | $16.6M | $43.1M | ||
| Q4 24 | $27.7M | $89.2M | ||
| Q3 24 | $29.6M | $-70.5M | ||
| Q2 24 | $26.8M | $-46.9M | ||
| Q1 24 | $21.2M | $56.2M |
毛利率AMWDWSC
| Q4 25 | 15.2% | 50.4% | ||
| Q3 25 | 16.7% | 49.7% | ||
| Q2 25 | 17.0% | 50.3% | ||
| Q1 25 | 15.0% | 53.7% | ||
| Q4 24 | 18.9% | 55.8% | ||
| Q3 24 | 20.2% | 53.5% | ||
| Q2 24 | 18.6% | 54.1% | ||
| Q1 24 | 19.2% | 54.0% |
营业利润率AMWDWSC
| Q4 25 | 3.1% | -32.5% | ||
| Q3 25 | 5.0% | 21.0% | ||
| Q2 25 | 7.4% | 21.5% | ||
| Q1 25 | 5.3% | 21.3% | ||
| Q4 24 | 9.4% | 28.9% | ||
| Q3 24 | 10.2% | -5.9% | ||
| Q2 24 | 8.4% | -0.9% | ||
| Q1 24 | 6.6% | 22.1% |
净利率AMWDWSC
| Q4 25 | 1.5% | -33.1% | ||
| Q3 25 | 3.6% | 7.6% | ||
| Q2 25 | 6.4% | 8.1% | ||
| Q1 25 | 4.2% | 7.7% | ||
| Q4 24 | 6.1% | 14.8% | ||
| Q3 24 | 6.5% | -11.7% | ||
| Q2 24 | 5.9% | -7.7% | ||
| Q1 24 | 5.0% | 9.6% |
每股收益（稀释后）AMWDWSC
| Q4 25 | $0.42 | $-1.02 | ||
| Q3 25 | $1.00 | $0.24 | ||
| Q2 25 | $1.73 | $0.26 | ||
| Q1 25 | $1.09 | $0.23 | ||
| Q4 24 | $1.79 | $0.48 | ||
| Q3 24 | $1.89 | $-0.37 | ||
| Q2 24 | $1.70 | $-0.25 | ||
| Q1 24 | $1.32 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | $363.3M | $3.6B |
| 股东权益账面价值 | $928.2M | $856.3M |
| 总资产 | $1.6B | $5.8B |
| 负债/权益比越低杠杆越低 | 0.39× | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资AMWDWSC
| Q4 25 | $52.1M | $14.6M | ||
| Q3 25 | $54.9M | $14.8M | ||
| Q2 25 | $48.2M | $12.8M | ||
| Q1 25 | $43.5M | $10.7M | ||
| Q4 24 | $56.7M | $9.0M | ||
| Q3 24 | $89.3M | $11.0M | ||
| Q2 24 | $87.4M | $5.9M | ||
| Q1 24 | $97.8M | $13.1M |
总债务AMWDWSC
| Q4 25 | $363.3M | $3.6B | ||
| Q3 25 | $364.8M | $3.6B | ||
| Q2 25 | $365.8M | $3.7B | ||
| Q1 25 | $367.3M | $3.6B | ||
| Q4 24 | $368.0M | $3.7B | ||
| Q3 24 | $372.2M | $3.6B | ||
| Q2 24 | $371.8M | $3.5B | ||
| Q1 24 | $371.3M | $3.5B |
股东权益AMWDWSC
| Q4 25 | $928.2M | $856.3M | ||
| Q3 25 | $920.3M | $1.1B | ||
| Q2 25 | $916.0M | $1.0B | ||
| Q1 25 | $919.6M | $1.0B | ||
| Q4 24 | $915.1M | $1.0B | ||
| Q3 24 | $913.8M | $1.1B | ||
| Q2 24 | $910.4M | $1.2B | ||
| Q1 24 | $896.9M | $1.3B |
总资产AMWDWSC
| Q4 25 | $1.6B | $5.8B | ||
| Q3 25 | $1.6B | $6.1B | ||
| Q2 25 | $1.6B | $6.1B | ||
| Q1 25 | $1.6B | $6.0B | ||
| Q4 24 | $1.6B | $6.0B | ||
| Q3 24 | $1.6B | $6.0B | ||
| Q2 24 | $1.6B | $6.0B | ||
| Q1 24 | $1.6B | $6.2B |
负债/权益比AMWDWSC
| Q4 25 | 0.39× | 4.15× | ||
| Q3 25 | 0.40× | 3.39× | ||
| Q2 25 | 0.40× | 3.55× | ||
| Q1 25 | 0.40× | 3.56× | ||
| Q4 24 | 0.40× | 3.62× | ||
| Q3 24 | 0.41× | 3.42× | ||
| Q2 24 | 0.41× | 2.88× | ||
| Q1 24 | 0.41× | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $638.0K | $149.7M |
| 自由现金流率自由现金流/营收 | 0.2% | 26.5% |
| 资本支出强度资本支出/营收 | 2.7% | 1.6% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流AMWDWSC
| Q4 25 | $11.2M | $158.9M | ||
| Q3 25 | $33.1M | $191.2M | ||
| Q2 25 | $44.8M | $205.3M | ||
| Q1 25 | $11.0M | $206.6M | ||
| Q4 24 | $11.9M | $178.9M | ||
| Q3 24 | $40.8M | $-1.6M | ||
| Q2 24 | $43.3M | $175.6M | ||
| Q1 24 | $43.7M | $208.7M |
自由现金流AMWDWSC
| Q4 25 | $638.0K | $149.7M | ||
| Q3 25 | $25.3M | $186.9M | ||
| Q2 25 | $35.8M | $199.0M | ||
| Q1 25 | $2.3M | $202.0M | ||
| Q4 24 | $1.1M | $176.6M | ||
| Q3 24 | $29.5M | $-4.9M | ||
| Q2 24 | $7.2M | $169.4M | ||
| Q1 24 | $22.1M | $202.1M |
自由现金流率AMWDWSC
| Q4 25 | 0.2% | 26.5% | ||
| Q3 25 | 6.3% | 33.0% | ||
| Q2 25 | 8.9% | 33.8% | ||
| Q1 25 | 0.6% | 36.1% | ||
| Q4 24 | 0.2% | 29.3% | ||
| Q3 24 | 6.4% | -0.8% | ||
| Q2 24 | 1.6% | 28.0% | ||
| Q1 24 | 5.2% | 34.4% |
资本支出强度AMWDWSC
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 2.2% | 1.1% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 2.4% | 0.4% | ||
| Q3 24 | 2.5% | 0.6% | ||
| Q2 24 | 8.0% | 1.0% | ||
| Q1 24 | 5.1% | 1.1% |
现金转化率AMWDWSC
| Q4 25 | 1.83× | — | ||
| Q3 25 | 2.27× | 4.41× | ||
| Q2 25 | 1.75× | 4.28× | ||
| Q1 25 | 0.66× | 4.80× | ||
| Q4 24 | 0.43× | 2.01× | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.06× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
