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ADVANCE AUTO PARTS INC（AAP）与AutoZone（AZO）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是ADVANCE AUTO PARTS INC的2.2倍（$4.3B vs $2.0B）。AutoZone净利率更高（11.0% vs 0.3%，领先10.7%）。ADVANCE AUTO PARTS INC同比增速更快（130.1% vs 8.1%）。AutoZone自由现金流更多（$35.6M vs $-21.0M）。过去两年AutoZone的营收复合增速更高（0.5% 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。
AutoZone是美国规模最大的汽车售后零部件及配件零售商，1979年正式成立，总部位于田纳西州孟菲斯。目前企业在全美、墨西哥、波多黎各、巴西及美属维尔京群岛共开设7140家门店，为车主及汽修从业人员提供多元齐全的汽车相关配件产品。
AAP vs AZO — 直观对比
营收规模更大
AZO
是对方的2.2倍
$2.0B
营收增速更快
AAP
高出121.9%
8.1%
净利率更高
AZO
高出10.7%
0.3%
自由现金流更多
AZO
多$56.6M
$-21.0M
两年增速更快
AZO
近两年复合增速
-15.7%
损益表 — Q4 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $4.3B |
| 净利润 | $6.0M | $468.9M |
| 毛利率 | 44.1% | 52.5% |
| 营业利润率 | 2.2% | 16.3% |
| 净利率 | 0.3% | 11.0% |
| 营收同比 | 130.1% | 8.1% |
| 净利润同比 | 101.4% | -3.9% |
| 每股收益（稀释后） | $0.10 | $27.63 |
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AAPAZO
| Q1 26 | $2.0B | $4.3B | ||
| Q4 25 | $2.0B | $4.6B | ||
| Q3 25 | $2.0B | $6.2B | ||
| Q2 25 | $2.6B | $4.5B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | $2.1B | $4.3B | ||
| Q3 24 | $2.2B | $6.2B | ||
| Q2 24 | $2.8B | $4.2B |
净利润AAPAZO
| Q1 26 | $6.0M | $468.9M | ||
| Q4 25 | $-1.0M | $530.8M | ||
| Q3 25 | $15.0M | $837.0M | ||
| Q2 25 | $24.0M | $608.4M | ||
| Q1 25 | — | $487.9M | ||
| Q4 24 | $-6.0M | $564.9M | ||
| Q3 24 | $45.0M | $902.2M | ||
| Q2 24 | $40.0M | $651.7M |
毛利率AAPAZO
| Q1 26 | 44.1% | 52.5% | ||
| Q4 25 | 43.3% | 51.0% | ||
| Q3 25 | 43.5% | 51.5% | ||
| Q2 25 | 42.9% | 52.7% | ||
| Q1 25 | — | 53.9% | ||
| Q4 24 | 42.3% | 53.0% | ||
| Q3 24 | 43.6% | 52.5% | ||
| Q2 24 | 43.4% | 53.5% |
营业利润率AAPAZO
| Q1 26 | 2.2% | 16.3% | ||
| Q4 25 | 1.1% | 16.9% | ||
| Q3 25 | 1.1% | 19.2% | ||
| Q2 25 | -5.1% | 19.4% | ||
| Q1 25 | — | 17.9% | ||
| Q4 24 | — | 19.7% | ||
| Q3 24 | 2.5% | 20.9% | ||
| Q2 24 | 1.9% | 21.3% |
净利率AAPAZO
| Q1 26 | 0.3% | 11.0% | ||
| Q4 25 | -0.0% | 11.5% | ||
| Q3 25 | 0.7% | 13.4% | ||
| Q2 25 | 0.9% | 13.6% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | -0.3% | 13.2% | ||
| Q3 24 | 2.1% | 14.5% | ||
| Q2 24 | 1.4% | 15.4% |
每股收益（稀释后）AAPAZO
| Q1 26 | $0.10 | $27.63 | ||
| Q4 25 | $-0.02 | $31.04 | ||
| Q3 25 | $0.25 | $48.70 | ||
| Q2 25 | $0.40 | $35.36 | ||
| Q1 25 | — | $28.29 | ||
| Q4 24 | $-0.10 | $32.52 | ||
| Q3 24 | $0.75 | $51.42 | ||
| Q2 24 | $0.67 | $36.69 |
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 | $285.5M |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $2.2B | $-2.9B |
| 总资产 | $11.8B | $20.4B |
| 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AAPAZO
| Q1 26 | $3.1B | $285.5M | ||
| Q4 25 | $3.2B | $287.6M | ||
| Q3 25 | $1.7B | $271.8M | ||
| Q2 25 | $1.7B | $268.6M | ||
| Q1 25 | — | $300.9M | ||
| Q4 24 | $464.5M | $304.0M | ||
| Q3 24 | $479.4M | $298.2M | ||
| Q2 24 | $451.0M | $275.4M |
总债务AAPAZO
| 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AAPAZO
| Q1 26 | $2.2B | $-2.9B | ||
| Q4 25 | $2.2B | $-3.2B | ||
| Q3 25 | $2.2B | $-3.4B | ||
| Q2 25 | $2.2B | $-4.0B | ||
| Q1 25 | — | $-4.5B | ||
| Q4 24 | $2.6B | $-4.7B | ||
| Q3 24 | $2.6B | $-4.7B | ||
| Q2 24 | $2.6B | $-4.8B |
总资产AAPAZO
| Q1 26 | $11.8B | $20.4B | ||
| Q4 25 | $12.1B | $19.7B | ||
| Q3 25 | $10.5B | $19.4B | ||
| Q2 25 | $10.6B | $18.6B | ||
| Q1 25 | — | $18.1B | ||
| Q4 24 | $12.5B | $17.5B | ||
| Q3 24 | $12.3B | $17.2B | ||
| Q2 24 | $12.2B | $17.1B |
负债/权益比AAPAZO
| 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 | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $35.6M |
| 自由现金流率自由现金流/营收 | -1.1% | 0.8% |
| 资本支出强度资本支出/营收 | 4.7% | 7.9% |
| 现金转化率经营现金流/净利润 | 12.00× | 0.80× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $1.6B |
8季度趋势，按日历期对齐
经营现金流AAPAZO
| Q1 26 | $72.0M | $373.4M | ||
| Q4 25 | $-12.0M | $944.2M | ||
| Q3 25 | $50.0M | $952.8M | ||
| Q2 25 | $-156.0M | $769.0M | ||
| Q1 25 | — | $583.7M | ||
| Q4 24 | $70.0M | $811.8M | ||
| Q3 24 | $85.0M | $1.1B | ||
| Q2 24 | $3.0M | $669.5M |
自由现金流AAPAZO
| Q1 26 | $-21.0M | $35.6M | ||
| Q4 25 | $-76.0M | $630.0M | ||
| Q3 25 | $-3.0M | $511.1M | ||
| Q2 25 | $-198.0M | $423.1M | ||
| Q1 25 | — | $291.0M | ||
| Q4 24 | $27.0M | $564.8M | ||
| Q3 24 | $44.0M | $723.5M | ||
| Q2 24 | $-43.0M | $434.4M |
自由现金流率AAPAZO
| Q1 26 | -1.1% | 0.8% | ||
| Q4 25 | -3.7% | 13.6% | ||
| Q3 25 | -0.1% | 8.2% | ||
| Q2 25 | -7.7% | 9.5% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | 1.3% | 13.2% | ||
| Q3 24 | 2.0% | 11.7% | ||
| Q2 24 | -1.6% | 10.3% |
资本支出强度AAPAZO
| Q1 26 | 4.7% | 7.9% | ||
| Q4 25 | 3.1% | 6.8% | ||
| Q3 25 | 2.6% | 7.1% | ||
| Q2 25 | 1.6% | 7.7% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | 2.0% | 5.8% | ||
| Q3 24 | 1.9% | 5.6% | ||
| Q2 24 | 1.7% | 5.6% |
现金转化率AAPAZO
| Q1 26 | 12.00× | 0.80× | ||
| Q4 25 | — | 1.78× | ||
| Q3 25 | 3.33× | 1.14× | ||
| Q2 25 | -6.50× | 1.26× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | 1.89× | 1.19× | ||
| Q2 24 | 0.07× | 1.03× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
