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ADVANCE AUTO PARTS INC（AAP）与亚马逊（AMZN）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是ADVANCE AUTO PARTS INC的108.2倍（$213.4B vs $2.0B）。亚马逊净利率更高（9.9% vs 0.3%，领先9.6%）。ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 13.6%）。亚马逊自由现金流更多（$14.9B vs $-21.0M）。过去两年亚马逊的营收复合增速更高（22.0% vs -15.7%）
Advance Auto Parts是美国知名汽车售后零部件供应商，总部位于北卡罗来纳州罗利市，业务覆盖专业维修安装服务商与汽车 DIY 爱好者两大客群，可为不同需求的用户提供适配的汽车零配件产品及相关服务。
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
AAP vs AMZN — 直观对比
营收规模更大
AMZN
是对方的108.2倍
$2.0B
营收增速更快
AAP
高出116.5%
13.6%
净利率更高
AMZN
高出9.6%
0.3%
自由现金流更多
AMZN
多$15.0B
$-21.0M
两年增速更快
AMZN
近两年复合增速
-15.7%
损益表 — Q4 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $213.4B |
| 净利润 | $6.0M | $21.2B |
| 毛利率 | 44.1% | 48.5% |
| 营业利润率 | 2.2% | 11.7% |
| 净利率 | 0.3% | 9.9% |
| 营收同比 | 130.1% | 13.6% |
| 净利润同比 | 101.4% | 5.9% |
| 每股收益（稀释后） | $0.10 | $1.95 |
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AAPAMZN
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $213.4B | ||
| Q3 25 | $2.0B | $180.2B | ||
| Q2 25 | $2.6B | $167.7B | ||
| Q1 25 | — | $155.7B | ||
| Q4 24 | $2.1B | $187.8B | ||
| Q3 24 | $2.2B | $158.9B | ||
| Q2 24 | $2.8B | $148.0B |
净利润AAPAMZN
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $21.2B | ||
| Q3 25 | $15.0M | $21.2B | ||
| Q2 25 | $24.0M | $18.2B | ||
| Q1 25 | — | $17.1B | ||
| Q4 24 | $-6.0M | $20.0B | ||
| Q3 24 | $45.0M | $15.3B | ||
| Q2 24 | $40.0M | $13.5B |
毛利率AAPAMZN
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 48.5% | ||
| Q3 25 | 43.5% | 50.8% | ||
| Q2 25 | 42.9% | 51.8% | ||
| Q1 25 | — | 50.6% | ||
| Q4 24 | 42.3% | 47.3% | ||
| Q3 24 | 43.6% | 49.0% | ||
| Q2 24 | 43.4% | 50.1% |
营业利润率AAPAMZN
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 11.7% | ||
| Q3 25 | 1.1% | 9.7% | ||
| Q2 25 | -5.1% | 11.4% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | 2.5% | 11.0% | ||
| Q2 24 | 1.9% | 9.9% |
净利率AAPAMZN
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 9.9% | ||
| Q3 25 | 0.7% | 11.8% | ||
| Q2 25 | 0.9% | 10.8% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | -0.3% | 10.7% | ||
| Q3 24 | 2.1% | 9.6% | ||
| Q2 24 | 1.4% | 9.1% |
每股收益（稀释后）AAPAMZN
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $1.95 | ||
| Q3 25 | $0.25 | $1.95 | ||
| Q2 25 | $0.40 | $1.68 | ||
| Q1 25 | — | $1.59 | ||
| Q4 24 | $-0.10 | $1.86 | ||
| Q3 24 | $0.75 | $1.43 | ||
| Q2 24 | $0.67 | $1.26 |
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 | $3.1B | $123.0B |
| 总债务越低越好 | $3.4B | $68.8B |
| 股东权益账面价值 | $2.2B | $411.1B |
| 总资产 | $11.8B | $818.0B |
| 负债/权益比越低杠杆越低 | 1.55× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AAPAMZN
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $123.0B | ||
| Q3 25 | $1.7B | $94.2B | ||
| Q2 25 | $1.7B | $93.2B | ||
| Q1 25 | — | $94.6B | ||
| Q4 24 | $464.5M | $101.2B | ||
| Q3 24 | $479.4M | $88.1B | ||
| Q2 24 | $451.0M | $89.1B |
总债务AAPAMZN
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $68.8B | ||
| Q3 25 | $1.8B | $55.1B | ||
| Q2 25 | $1.8B | $56.1B | ||
| Q1 25 | — | $58.8B | ||
| Q4 24 | $1.8B | $58.0B | ||
| Q3 24 | $1.8B | $60.5B | ||
| Q2 24 | $1.8B | $62.7B |
股东权益AAPAMZN
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $411.1B | ||
| Q3 25 | $2.2B | $369.6B | ||
| Q2 25 | $2.2B | $333.8B | ||
| Q1 25 | — | $305.9B | ||
| Q4 24 | $2.6B | $286.0B | ||
| Q3 24 | $2.6B | $259.2B | ||
| Q2 24 | $2.6B | $236.4B |
总资产AAPAMZN
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $818.0B | ||
| Q3 25 | $10.5B | $727.9B | ||
| Q2 25 | $10.6B | $682.2B | ||
| Q1 25 | — | $643.3B | ||
| Q4 24 | $12.5B | $624.9B | ||
| Q3 24 | $12.3B | $584.6B | ||
| Q2 24 | $12.2B | $554.8B |
负债/权益比AAPAMZN
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 0.17× | ||
| Q3 25 | 0.81× | 0.15× | ||
| Q2 25 | 0.81× | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | 0.69× | 0.20× | ||
| Q3 24 | 0.69× | 0.23× | ||
| Q2 24 | 0.70× | 0.27× |
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 | $72.0M | $54.5B |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $14.9B |
| 自由现金流率自由现金流/营收 | -1.1% | 7.0% |
| 资本支出强度资本支出/营收 | 4.7% | 18.5% |
| 现金转化率经营现金流/净利润 | 12.00× | 2.57× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $7.7B |
8季度趋势，按日历期对齐
经营现金流AAPAMZN
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $54.5B | ||
| Q3 25 | $50.0M | $35.5B | ||
| Q2 25 | $-156.0M | $32.5B | ||
| Q1 25 | — | $17.0B | ||
| Q4 24 | $70.0M | $45.6B | ||
| Q3 24 | $85.0M | $26.0B | ||
| Q2 24 | $3.0M | $25.3B |
自由现金流AAPAMZN
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $14.9B | ||
| Q3 25 | $-3.0M | $430.0M | ||
| Q2 25 | $-198.0M | $332.0M | ||
| Q1 25 | — | $-8.0B | ||
| Q4 24 | $27.0M | $17.8B | ||
| Q3 24 | $44.0M | $3.4B | ||
| Q2 24 | $-43.0M | $7.7B |
自由现金流率AAPAMZN
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 7.0% | ||
| Q3 25 | -0.1% | 0.2% | ||
| Q2 25 | -7.7% | 0.2% | ||
| Q1 25 | — | -5.1% | ||
| Q4 24 | 1.3% | 9.5% | ||
| Q3 24 | 2.0% | 2.1% | ||
| Q2 24 | -1.6% | 5.2% |
资本支出强度AAPAMZN
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 18.5% | ||
| Q3 25 | 2.6% | 19.5% | ||
| Q2 25 | 1.6% | 19.2% | ||
| Q1 25 | — | 16.1% | ||
| Q4 24 | 2.0% | 14.8% | ||
| Q3 24 | 1.9% | 14.2% | ||
| Q2 24 | 1.7% | 11.9% |
现金转化率AAPAMZN
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 2.57× | ||
| Q3 25 | 3.33× | 1.68× | ||
| Q2 25 | -6.50× | 1.79× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 1.89× | 1.69× | ||
| Q2 24 | 0.07× | 1.87× |
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
AAP
暂无分部数据
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
