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ADVANCE AUTO PARTS INC（AAP）与Arhaus, Inc.（ARHS）财务数据对比。点击上方公司名可切换其他公司
ADVANCE AUTO PARTS INC的季度营收约是Arhaus, Inc.的5.4倍（$2.0B vs $364.8M）。Arhaus, Inc.净利率更高（4.1% vs 0.3%，领先3.8%）。ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 5.1%）。Arhaus, Inc.自由现金流更多（$-8.8M vs $-21.0M）。过去两年Arhaus, Inc.的营收复合增速更高（11.2% 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。
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
AAP vs ARHS — 直观对比
营收规模更大
AAP
是对方的5.4倍
$364.8M
营收增速更快
AAP
高出125.0%
5.1%
净利率更高
ARHS
高出3.8%
0.3%
自由现金流更多
ARHS
多$12.2M
$-21.0M
两年增速更快
ARHS
近两年复合增速
-15.7%
损益表 — Q4 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $364.8M |
| 净利润 | $6.0M | $15.1M |
| 毛利率 | 44.1% | 38.1% |
| 营业利润率 | 2.2% | 5.6% |
| 净利率 | 0.3% | 4.1% |
| 营收同比 | 130.1% | 5.1% |
| 净利润同比 | 101.4% | -29.1% |
| 每股收益（稀释后） | $0.10 | $0.11 |
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AAPARHS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $364.8M | ||
| Q3 25 | $2.0B | $344.6M | ||
| Q2 25 | $2.6B | $358.4M | ||
| Q1 25 | — | $311.4M | ||
| Q4 24 | $2.1B | $347.0M | ||
| Q3 24 | $2.2B | $319.1M | ||
| Q2 24 | $2.8B | $309.8M |
净利润AAPARHS
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $15.1M | ||
| Q3 25 | $15.0M | $12.2M | ||
| Q2 25 | $24.0M | $35.1M | ||
| Q1 25 | — | $4.9M | ||
| Q4 24 | $-6.0M | $21.3M | ||
| Q3 24 | $45.0M | $9.9M | ||
| Q2 24 | $40.0M | $22.2M |
毛利率AAPARHS
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | 38.1% | ||
| Q3 25 | 43.5% | 38.7% | ||
| Q2 25 | 42.9% | 41.4% | ||
| Q1 25 | — | 37.1% | ||
| Q4 24 | 42.3% | 40.0% | ||
| Q3 24 | 43.6% | 38.6% | ||
| Q2 24 | 43.4% | 40.1% |
营业利润率AAPARHS
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 5.6% | ||
| Q3 25 | 1.1% | 4.8% | ||
| Q2 25 | -5.1% | 13.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | 2.5% | 3.3% | ||
| Q2 24 | 1.9% | 9.5% |
净利率AAPARHS
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 4.1% | ||
| Q3 25 | 0.7% | 3.5% | ||
| Q2 25 | 0.9% | 9.8% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | -0.3% | 6.1% | ||
| Q3 24 | 2.1% | 3.1% | ||
| Q2 24 | 1.4% | 7.2% |
每股收益（稀释后）AAPARHS
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $0.11 | ||
| Q3 25 | $0.25 | $0.09 | ||
| Q2 25 | $0.40 | $0.25 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | $-0.10 | $0.15 | ||
| Q3 24 | $0.75 | $0.07 | ||
| Q2 24 | $0.67 | $0.16 |
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 | $253.4M |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $2.2B | $418.2M |
| 总资产 | $11.8B | $1.4B |
| 负债/权益比越低杠杆越低 | 1.55× | — |
8季度趋势，按日历期对齐
现金及短期投资AAPARHS
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $253.4M | ||
| Q3 25 | $1.7B | $262.2M | ||
| Q2 25 | $1.7B | $234.8M | ||
| Q1 25 | — | $214.4M | ||
| Q4 24 | $464.5M | $197.5M | ||
| Q3 24 | $479.4M | $177.7M | ||
| Q2 24 | $451.0M | $174.2M |
总债务AAPARHS
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
股东权益AAPARHS
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $418.2M | ||
| Q3 25 | $2.2B | $400.4M | ||
| Q2 25 | $2.2B | $385.6M | ||
| Q1 25 | — | $348.8M | ||
| Q4 24 | $2.6B | $343.7M | ||
| Q3 24 | $2.6B | $320.6M | ||
| Q2 24 | $2.6B | $309.3M |
总资产AAPARHS
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $1.4B | ||
| Q3 25 | $10.5B | $1.4B | ||
| Q2 25 | $10.6B | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $12.5B | $1.2B | ||
| Q3 24 | $12.3B | $1.2B | ||
| Q2 24 | $12.2B | $1.2B |
负债/权益比AAPARHS
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | — | ||
| Q3 25 | 0.81× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.70× | — |
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 | $9.3M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $-8.8M |
| 自由现金流率自由现金流/营收 | -1.1% | -2.4% |
| 资本支出强度资本支出/营收 | 4.7% | 5.0% |
| 现金转化率经营现金流/净利润 | 12.00× | 0.62× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $59.0M |
8季度趋势，按日历期对齐
经营现金流AAPARHS
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $9.3M | ||
| Q3 25 | $50.0M | $46.1M | ||
| Q2 25 | $-156.0M | $34.9M | ||
| Q1 25 | — | $46.5M | ||
| Q4 24 | $70.0M | $31.7M | ||
| Q3 24 | $85.0M | $31.1M | ||
| Q2 24 | $3.0M | $47.5M |
自由现金流AAPARHS
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $-8.8M | ||
| Q3 25 | $-3.0M | $28.0M | ||
| Q2 25 | $-198.0M | $20.9M | ||
| Q1 25 | — | $18.9M | ||
| Q4 24 | $27.0M | $13.0M | ||
| Q3 24 | $44.0M | $4.6M | ||
| Q2 24 | $-43.0M | $11.3M |
自由现金流率AAPARHS
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | -2.4% | ||
| Q3 25 | -0.1% | 8.1% | ||
| Q2 25 | -7.7% | 5.8% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | 1.3% | 3.7% | ||
| Q3 24 | 2.0% | 1.4% | ||
| Q2 24 | -1.6% | 3.6% |
资本支出强度AAPARHS
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 5.0% | ||
| Q3 25 | 2.6% | 5.3% | ||
| Q2 25 | 1.6% | 3.9% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | 2.0% | 5.4% | ||
| Q3 24 | 1.9% | 8.3% | ||
| Q2 24 | 1.7% | 11.7% |
现金转化率AAPARHS
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 0.62× | ||
| Q3 25 | 3.33× | 3.77× | ||
| Q2 25 | -6.50× | 1.00× | ||
| Q1 25 | — | 9.53× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | 1.89× | 3.14× | ||
| Q2 24 | 0.07× | 2.14× |
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
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
