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阿姆斯壮世界工业(AWI)与NEWELL BRANDS INC.(NWL)财务数据对比。点击上方公司名可切换其他公司
NEWELL BRANDS INC.的季度营收约是阿姆斯壮世界工业的4.9倍($1.9B vs $388.3M)。阿姆斯壮世界工业净利率更高(16.9% vs -16.6%,领先33.5%)。阿姆斯壮世界工业同比增速更快(5.6% vs -2.7%)。NEWELL BRANDS INC.自由现金流更多($91.0M vs $62.2M)。过去两年阿姆斯壮世界工业的营收复合增速更高(9.1% vs 7.1%)
阿姆斯壮世界工业是一家国际知名的墙面及吊顶建筑材料设计与生产商,总部位于美国宾夕法尼亚州兰开斯特市。截至2014年,公司共有3100名员工,在全球布局17个生产基地,较2012年的26个有所减少,其中9家工厂隶属于其WAVE合资项目。
纽威品牌公司(Newell Brands)是美国知名消费品与商用产品集团,旗下拥有多个广受欢迎的品牌,涵盖乐柏美(Rubbermaid)收纳及废弃物处理容器、家居收纳与可重复使用容器,Contigo、Bubba运动水杯,Coleman户外用品,文具胶水、儿童用品、炊具、小家电以及香氛产品等多元品类,覆盖日常生活多场景需求。
AWI vs NWL — 直观对比
营收规模更大
NWL
是对方的4.9倍
$388.3M
营收增速更快
AWI
高出8.3%
-2.7%
净利率更高
AWI
高出33.5%
-16.6%
自由现金流更多
NWL
多$28.8M
$62.2M
两年增速更快
AWI
近两年复合增速
7.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $388.3M | $1.9B |
| 净利润 | $65.5M | $-315.0M |
| 毛利率 | 39.8% | 33.1% |
| 营业利润率 | 23.7% | -14.3% |
| 净利率 | 16.9% | -16.6% |
| 营收同比 | 5.6% | -2.7% |
| 净利润同比 | 5.3% | -483.3% |
| 每股收益(稀释后) | $1.51 | $-0.75 |
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
AWI
NWL
| Q4 25 | $388.3M | $1.9B | ||
| Q3 25 | $425.2M | $1.8B | ||
| Q2 25 | $424.6M | $1.9B | ||
| Q1 25 | $382.7M | $1.6B | ||
| Q4 24 | $367.7M | $1.9B | ||
| Q3 24 | $386.6M | $1.9B | ||
| Q2 24 | $365.1M | $2.0B | ||
| Q1 24 | $326.3M | $1.7B |
净利润
AWI
NWL
| Q4 25 | $65.5M | $-315.0M | ||
| Q3 25 | $86.3M | $21.0M | ||
| Q2 25 | $87.8M | $46.0M | ||
| Q1 25 | $69.1M | $-37.0M | ||
| Q4 24 | $62.2M | $-54.0M | ||
| Q3 24 | $76.9M | $-198.0M | ||
| Q2 24 | $65.9M | $45.0M | ||
| Q1 24 | $59.9M | $-9.0M |
毛利率
AWI
NWL
| Q4 25 | 39.8% | 33.1% | ||
| Q3 25 | 42.0% | 34.1% | ||
| Q2 25 | 41.4% | 35.4% | ||
| Q1 25 | 39.2% | 32.1% | ||
| Q4 24 | 39.1% | 34.2% | ||
| Q3 24 | 42.4% | 34.9% | ||
| Q2 24 | 40.9% | 34.4% | ||
| Q1 24 | 38.1% | 30.5% |
营业利润率
AWI
NWL
| Q4 25 | 23.7% | -14.3% | ||
| Q3 25 | 27.6% | 6.6% | ||
| Q2 25 | 29.0% | 8.8% | ||
| Q1 25 | 25.7% | 1.3% | ||
| Q4 24 | 22.3% | 0.5% | ||
| Q3 24 | 28.8% | -6.2% | ||
| Q2 24 | 26.0% | 8.0% | ||
| Q1 24 | 26.4% | 1.0% |
净利率
AWI
NWL
| Q4 25 | 16.9% | -16.6% | ||
| Q3 25 | 20.3% | 1.2% | ||
| Q2 25 | 20.7% | 2.4% | ||
| Q1 25 | 18.1% | -2.4% | ||
| Q4 24 | 16.9% | -2.8% | ||
| Q3 24 | 19.9% | -10.2% | ||
| Q2 24 | 18.0% | 2.2% | ||
| Q1 24 | 18.4% | -0.5% |
每股收益(稀释后)
AWI
NWL
| Q4 25 | $1.51 | $-0.75 | ||
| Q3 25 | $1.98 | $0.05 | ||
| Q2 25 | $2.01 | $0.11 | ||
| Q1 25 | $1.58 | $-0.09 | ||
| Q4 24 | $1.41 | $-0.13 | ||
| Q3 24 | $1.75 | $-0.48 | ||
| Q2 24 | $1.50 | $0.11 | ||
| Q1 24 | $1.36 | $-0.02 |
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 | $112.7M | $203.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $900.7M | $2.4B |
| 总资产 | $1.9B | $10.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
AWI
NWL
| Q4 25 | $112.7M | $203.0M | ||
| Q3 25 | $90.1M | $229.0M | ||
| Q2 25 | $81.1M | $219.0M | ||
| Q1 25 | $82.8M | $233.0M | ||
| Q4 24 | $79.3M | $198.0M | ||
| Q3 24 | $73.7M | $494.0M | ||
| Q2 24 | $73.6M | $382.0M | ||
| Q1 24 | $69.6M | $372.0M |
股东权益
AWI
NWL
| Q4 25 | $900.7M | $2.4B | ||
| Q3 25 | $889.2M | $2.7B | ||
| Q2 25 | $837.8M | $2.7B | ||
| Q1 25 | $793.4M | $2.7B | ||
| Q4 24 | $757.1M | $2.8B | ||
| Q3 24 | $717.0M | $2.9B | ||
| Q2 24 | $669.0M | $3.1B | ||
| Q1 24 | $626.8M | $3.1B |
总资产
AWI
NWL
| Q4 25 | $1.9B | $10.7B | ||
| Q3 25 | $1.9B | $11.3B | ||
| Q2 25 | $1.9B | $11.5B | ||
| Q1 25 | $1.9B | $11.3B | ||
| Q4 24 | $1.8B | $11.0B | ||
| Q3 24 | $1.8B | $11.8B | ||
| Q2 24 | $1.8B | $12.0B | ||
| Q1 24 | $1.7B | $12.1B |
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 | $110.0M | $161.0M |
| 自由现金流经营现金流 - 资本支出 | $62.2M | $91.0M |
| 自由现金流率自由现金流/营收 | 16.0% | 4.8% |
| 资本支出强度资本支出/营收 | 12.3% | 3.7% |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $246.1M | $17.0M |
8季度趋势,按日历期对齐
经营现金流
AWI
NWL
| Q4 25 | $110.0M | $161.0M | ||
| Q3 25 | $122.9M | $374.0M | ||
| Q2 25 | $81.6M | $-58.0M | ||
| Q1 25 | $41.0M | $-213.0M | ||
| Q4 24 | $86.6M | $150.0M | ||
| Q3 24 | $96.5M | $282.0M | ||
| Q2 24 | $57.3M | $32.0M | ||
| Q1 24 | $26.4M | $32.0M |
自由现金流
AWI
NWL
| Q4 25 | $62.2M | $91.0M | ||
| Q3 25 | $100.3M | $315.0M | ||
| Q2 25 | $61.7M | $-117.0M | ||
| Q1 25 | $21.9M | $-272.0M | ||
| Q4 24 | $57.8M | $54.0M | ||
| Q3 24 | $77.1M | $231.0M | ||
| Q2 24 | $37.4M | $-21.0M | ||
| Q1 24 | $11.7M | $-27.0M |
自由现金流率
AWI
NWL
| Q4 25 | 16.0% | 4.8% | ||
| Q3 25 | 23.6% | 17.4% | ||
| Q2 25 | 14.5% | -6.0% | ||
| Q1 25 | 5.7% | -17.4% | ||
| Q4 24 | 15.7% | 2.8% | ||
| Q3 24 | 19.9% | 11.9% | ||
| Q2 24 | 10.2% | -1.0% | ||
| Q1 24 | 3.6% | -1.6% |
资本支出强度
AWI
NWL
| Q4 25 | 12.3% | 3.7% | ||
| Q3 25 | 5.3% | 3.3% | ||
| Q2 25 | 4.7% | 3.0% | ||
| Q1 25 | 5.0% | 3.8% | ||
| Q4 24 | 7.8% | 4.9% | ||
| Q3 24 | 5.0% | 2.6% | ||
| Q2 24 | 5.5% | 2.6% | ||
| Q1 24 | 4.5% | 3.6% |
现金转化率
AWI
NWL
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.42× | 17.81× | ||
| Q2 25 | 0.93× | -1.26× | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 1.39× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 0.87× | 0.71× | ||
| Q1 24 | 0.44× | — |
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
AWI
| Distributors | $183.0M | 47% |
| Architectural Specialties | $143.7M | 37% |
| Home Centers | $27.2M | 7% |
| Retailers And Other | $21.7M | 6% |
| Direct Customers | $12.7M | 3% |
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |