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ASBURY AUTOMOTIVE GROUP INC（ABG）与Camping World Holdings, Inc.（CWH）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Camping World Holdings, Inc.的4.0倍（$4.7B vs $1.2B）。ASBURY AUTOMOTIVE GROUP INC净利率更高（1.3% vs -9.3%，领先10.6%）。ASBURY AUTOMOTIVE GROUP INC同比增速更快（3.8% vs -2.6%）。过去两年ASBURY AUTOMOTIVE GROUP INC的营收复合增速更高（5.5% vs -7.2%）
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。
露营世界控股公司是美国知名露营房车行业企业，总部位于伊利诺伊州林肯郡，主营休闲房车销售、房车配件供应及售后维保服务，同时也售卖各类露营装备。目前公司在全美共设有202家线下门店，除线下门店经营外，还通过电话等渠道开展零售业务，2016年10月完成首次公开募股上市，募资2.51亿美元。
ABG vs CWH — 直观对比
营收规模更大
ABG
是对方的4.0倍
$1.2B
营收增速更快
ABG
高出6.4%
-2.6%
净利率更高
ABG
高出10.6%
-9.3%
两年增速更快
ABG
近两年复合增速
-7.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.7B | $1.2B |
| 净利润 | $60.0M | $-109.1M |
| 毛利率 | 17.0% | 28.8% |
| 营业利润率 | 2.7% | -4.3% |
| 净利率 | 1.3% | -9.3% |
| 营收同比 | 3.8% | -2.6% |
| 净利润同比 | -53.4% | -83.3% |
| 每股收益（稀释后） | $3.14 | — |
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ABGCWH
| Q4 25 | $4.7B | $1.2B | ||
| Q3 25 | $4.8B | $1.8B | ||
| Q2 25 | $4.4B | $2.0B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $4.2B | $1.7B | ||
| Q2 24 | $4.2B | $1.8B | ||
| Q1 24 | $4.2B | $1.4B |
净利润ABGCWH
| Q4 25 | $60.0M | $-109.1M | ||
| Q3 25 | $147.1M | $-40.4M | ||
| Q2 25 | $152.8M | $30.2M | ||
| Q1 25 | $132.1M | $-12.3M | ||
| Q4 24 | $128.8M | $-59.5M | ||
| Q3 24 | $126.3M | $5.5M | ||
| Q2 24 | $28.1M | $9.8M | ||
| Q1 24 | $147.1M | $-22.3M |
毛利率ABGCWH
| Q4 25 | 17.0% | 28.8% | ||
| Q3 25 | 16.7% | 28.6% | ||
| Q2 25 | 17.2% | 30.0% | ||
| Q1 25 | 17.5% | 30.4% | ||
| Q4 24 | 16.6% | 31.3% | ||
| Q3 24 | 16.9% | 28.9% | ||
| Q2 24 | 17.2% | 30.3% | ||
| Q1 24 | 17.9% | 29.5% |
营业利润率ABGCWH
| Q4 25 | 2.7% | -4.3% | ||
| Q3 25 | 5.1% | 4.4% | ||
| Q2 25 | 5.9% | 6.6% | ||
| Q1 25 | 5.6% | 1.5% | ||
| Q4 24 | 5.3% | -1.3% | ||
| Q3 24 | 5.5% | 3.7% | ||
| Q2 24 | 2.4% | 5.3% | ||
| Q1 24 | 6.3% | 0.3% |
净利率ABGCWH
| Q4 25 | 1.3% | -9.3% | ||
| Q3 25 | 3.1% | -2.2% | ||
| Q2 25 | 3.5% | 1.5% | ||
| Q1 25 | 3.2% | -0.9% | ||
| Q4 24 | 2.9% | -4.9% | ||
| Q3 24 | 3.0% | 0.3% | ||
| Q2 24 | 0.7% | 0.5% | ||
| Q1 24 | 3.5% | -1.6% |
每股收益（稀释后）ABGCWH
| Q4 25 | $3.14 | — | ||
| Q3 25 | $7.52 | — | ||
| Q2 25 | $7.76 | — | ||
| Q1 25 | $6.71 | — | ||
| Q4 24 | $6.53 | — | ||
| Q3 24 | $6.37 | — | ||
| Q2 24 | $1.39 | — | ||
| Q1 24 | $7.21 | — |
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 | $500.0K | $215.0M |
| 总债务越低越好 | $3.1B | $1.5B |
| 股东权益账面价值 | $3.9B | $228.6M |
| 总资产 | $11.6B | $5.0B |
| 负债/权益比越低杠杆越低 | 0.79× | 6.44× |
8季度趋势，按日历期对齐
现金及短期投资ABGCWH
| Q4 25 | $500.0K | $215.0M | ||
| Q3 25 | $900.0K | $230.5M | ||
| Q2 25 | $2.8M | $118.1M | ||
| Q1 25 | $6.6M | $20.9M | ||
| Q4 24 | $14.4M | $208.4M | ||
| Q3 24 | $9.0M | $28.4M | ||
| Q2 24 | $10.5M | $23.7M | ||
| Q1 24 | $6.9M | $29.7M |
总债务ABGCWH
| Q4 25 | $3.1B | $1.5B | ||
| Q3 25 | $3.5B | $1.5B | ||
| Q2 25 | $3.0B | $1.5B | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $3.0B | $1.5B | ||
| Q3 24 | $3.3B | $1.5B | ||
| Q2 24 | $3.5B | $1.5B | ||
| Q1 24 | $3.1B | $1.6B |
股东权益ABGCWH
| Q4 25 | $3.9B | $228.6M | ||
| Q3 25 | $3.9B | $296.2M | ||
| Q2 25 | $3.8B | $340.5M | ||
| Q1 25 | $3.6B | $310.5M | ||
| Q4 24 | $3.5B | $326.6M | ||
| Q3 24 | $3.4B | $151.6M | ||
| Q2 24 | $3.3B | $149.7M | ||
| Q1 24 | $3.3B | $142.8M |
总资产ABGCWH
| Q4 25 | $11.6B | $5.0B | ||
| Q3 25 | $11.8B | $5.0B | ||
| Q2 25 | $10.1B | $5.2B | ||
| Q1 25 | $10.2B | $5.1B | ||
| Q4 24 | $10.3B | $4.9B | ||
| Q3 24 | $10.2B | $4.7B | ||
| Q2 24 | $10.3B | $5.0B | ||
| Q1 24 | $10.1B | $5.1B |
负债/权益比ABGCWH
| Q4 25 | 0.79× | 6.44× | ||
| Q3 25 | 0.90× | 5.00× | ||
| Q2 25 | 0.78× | 4.42× | ||
| Q1 25 | 0.83× | 4.87× | ||
| Q4 24 | 0.86× | 4.64× | ||
| Q3 24 | 0.98× | 10.09× | ||
| Q2 24 | 1.05× | 10.28× | ||
| Q1 24 | 0.93× | 11.00× |
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 | $151.9M | $-227.2M |
| 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 | 2.53× | — |
| 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ABGCWH
| Q4 25 | $151.9M | $-227.2M | ||
| Q3 25 | $306.9M | $139.8M | ||
| Q2 25 | $91.4M | $187.9M | ||
| Q1 25 | $225.0M | $-232.5M | ||
| Q4 24 | $244.2M | $-163.4M | ||
| Q3 24 | $404.3M | $324.2M | ||
| Q2 24 | $-154.4M | $152.3M | ||
| Q1 24 | $177.1M | $-68.0M |
现金转化率ABGCWH
| Q4 25 | 2.53× | — | ||
| Q3 25 | 2.09× | — | ||
| Q2 25 | 0.60× | 6.22× | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.90× | — | ||
| Q3 24 | 3.20× | 58.93× | ||
| Q2 24 | -5.49× | 15.59× | ||
| Q1 24 | 1.20× | — |
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
| Dealerships | $4.6B | 98% |
| TCA | $81.4M | 2% |
| New Vehicles | $33.5M | 1% |
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
