vs
ASBURY AUTOMOTIVE GROUP INC（ABG）与Arista Networks（ANET）财务数据对比。点击上方公司名可切换其他公司
ASBURY AUTOMOTIVE GROUP INC的季度营收约是Arista Networks的1.7倍（$4.1B vs $2.5B），Arista Networks净利率更高（38.4% vs 4.6%，领先33.9%），Arista Networks同比增速更快（28.9% vs -0.9%），过去两年Arista Networks的营收复合增速更高（25.8% vs -1.6%）
阿斯伯里汽车集团是一家总部位于亚特兰大地区的美国企业，1995年成立，业务覆盖美国多地的汽车经销领域，在2025年《财富》世界500强榜单中位列第242位，是美国汽车经销行业颇具规模的代表性企业。
Arista Networks是总部位于美国加利福尼亚州圣克拉拉的计算机网络企业，专注于设计销售多层网络交换机，为大型数据中心、云计算、高性能计算、高频交易等场景提供软件定义网络（SDN）解决方案，旗下拥有10G至800G系列低延迟直通以太网交换机，搭载自研基于Linux的可扩展操作系统EOS。
ABG vs ANET — 直观对比
营收规模更大
ABG
是对方的1.7倍
$2.5B
营收增速更快
ANET
高出29.7%
-0.9%
净利率更高
ANET
高出33.9%
4.6%
两年增速更快
ANET
近两年复合增速
-1.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.1B | $2.5B |
| 净利润 | $187.8M | $955.8M |
| 毛利率 | 17.7% | 62.9% |
| 营业利润率 | 4.7% | 41.5% |
| 净利率 | 4.6% | 38.4% |
| 营收同比 | -0.9% | 28.9% |
| 净利润同比 | 42.2% | 19.3% |
| 每股收益（稀释后） | $9.87 | $0.74 |
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ABGANET
| Q1 26 | $4.1B | — | ||
| Q4 25 | $4.7B | $2.5B | ||
| Q3 25 | $4.8B | $2.3B | ||
| Q2 25 | $4.4B | $2.2B | ||
| Q1 25 | $4.1B | $2.0B | ||
| Q4 24 | $4.5B | $1.9B | ||
| Q3 24 | $4.2B | $1.8B | ||
| Q2 24 | $4.2B | $1.7B |
净利润ABGANET
| Q1 26 | $187.8M | — | ||
| Q4 25 | $60.0M | $955.8M | ||
| Q3 25 | $147.1M | $853.0M | ||
| Q2 25 | $152.8M | $888.8M | ||
| Q1 25 | $132.1M | $813.8M | ||
| Q4 24 | $128.8M | $801.0M | ||
| Q3 24 | $126.3M | $747.9M | ||
| Q2 24 | $28.1M | $665.4M |
毛利率ABGANET
| Q1 26 | 17.7% | — | ||
| Q4 25 | 17.0% | 62.9% | ||
| Q3 25 | 16.7% | 64.6% | ||
| Q2 25 | 17.2% | 65.2% | ||
| Q1 25 | 17.5% | 63.7% | ||
| Q4 24 | 16.6% | 63.8% | ||
| Q3 24 | 16.9% | 64.2% | ||
| Q2 24 | 17.2% | 64.9% |
营业利润率ABGANET
| Q1 26 | 4.7% | — | ||
| Q4 25 | 2.7% | 41.5% | ||
| Q3 25 | 5.1% | 42.4% | ||
| Q2 25 | 5.9% | 44.7% | ||
| Q1 25 | 5.6% | 42.8% | ||
| Q4 24 | 5.3% | 41.4% | ||
| Q3 24 | 5.5% | 43.4% | ||
| Q2 24 | 2.4% | 41.4% |
净利率ABGANET
| Q1 26 | 4.6% | — | ||
| Q4 25 | 1.3% | 38.4% | ||
| Q3 25 | 3.1% | 37.0% | ||
| Q2 25 | 3.5% | 40.3% | ||
| Q1 25 | 3.2% | 40.6% | ||
| Q4 24 | 2.9% | 41.5% | ||
| Q3 24 | 3.0% | 41.3% | ||
| Q2 24 | 0.7% | 39.4% |
每股收益（稀释后）ABGANET
| Q1 26 | $9.87 | — | ||
| Q4 25 | $3.14 | $0.74 | ||
| Q3 25 | $7.52 | $0.67 | ||
| Q2 25 | $7.76 | $0.70 | ||
| Q1 25 | $6.71 | $0.64 | ||
| Q4 24 | $6.53 | $-4.17 | ||
| Q3 24 | $6.37 | $2.33 | ||
| Q2 24 | $1.39 | $2.08 |
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 | $25.3M | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.9B | $12.4B |
| 总资产 | — | $19.4B |
| 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ABGANET
| Q1 26 | $25.3M | — | ||
| Q4 25 | $500.0K | $2.0B | ||
| Q3 25 | $900.0K | $2.3B | ||
| Q2 25 | $2.8M | $2.2B | ||
| Q1 25 | $6.6M | $1.8B | ||
| Q4 24 | $14.4M | $2.8B | ||
| Q3 24 | $9.0M | $3.2B | ||
| Q2 24 | $10.5M | $2.4B |
总债务ABGANET
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.5B | — |
股东权益ABGANET
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.9B | $12.4B | ||
| Q3 25 | $3.9B | $11.9B | ||
| Q2 25 | $3.8B | $10.9B | ||
| Q1 25 | $3.6B | $10.1B | ||
| Q4 24 | $3.5B | $10.0B | ||
| Q3 24 | $3.4B | $9.2B | ||
| Q2 24 | $3.3B | $8.4B |
总资产ABGANET
| Q1 26 | — | — | ||
| Q4 25 | $11.6B | $19.4B | ||
| Q3 25 | $11.8B | $18.0B | ||
| Q2 25 | $10.1B | $16.5B | ||
| Q1 25 | $10.2B | $14.5B | ||
| Q4 24 | $10.3B | $14.0B | ||
| Q3 24 | $10.2B | $12.8B | ||
| Q2 24 | $10.3B | $11.6B |
负债/权益比ABGANET
| Q1 26 | — | — | ||
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.86× | — | ||
| Q3 24 | 0.98× | — | ||
| Q2 24 | 1.05× | — |
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 | — | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ABGANET
| Q1 26 | — | — | ||
| Q4 25 | $151.9M | $1.3B | ||
| Q3 25 | $306.9M | $1.3B | ||
| Q2 25 | $91.4M | $1.2B | ||
| Q1 25 | $225.0M | $641.7M | ||
| Q4 24 | $244.2M | $1.0B | ||
| Q3 24 | $404.3M | $1.2B | ||
| Q2 24 | $-154.4M | $989.0M |
自由现金流ABGANET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $613.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $985.9M |
自由现金流率ABGANET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 53.3% | ||
| Q1 25 | — | 30.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 64.5% | ||
| Q2 24 | — | 58.3% |
资本支出强度ABGANET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.2% |
现金转化率ABGANET
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.32× | ||
| Q3 25 | 2.09× | 1.49× | ||
| Q2 25 | 0.60× | 1.35× | ||
| Q1 25 | 1.70× | 0.79× | ||
| Q4 24 | 1.90× | 1.29× | ||
| Q3 24 | 3.20× | 1.57× | ||
| Q2 24 | -5.49× | 1.49× |
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
ABG
| New vehicle | $2.1B | 51% |
| Retail | $1.1B | 26% |
| Parts and service | $626.8M | 15% |
| Finance and insurance, net | $179.0M | 4% |
| Wholesale | $146.8M | 4% |
ANET
| Products | $2.1B | 84% |
| Services | $392.1M | 16% |
