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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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APPLIED INDUSTRIAL TECHNOLOGIES INC的3.7倍（$4.3B vs $1.2B）。AutoZone净利率更高（11.0% vs 8.2%，领先2.8%）。APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 8.1%）。APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $35.6M）。过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs 0.5%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs AZO — 直观对比
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $4.3B |
| 净利润 | $95.3M | $468.9M |
| 毛利率 | 30.4% | 52.5% |
| 营业利润率 | 10.6% | 16.3% |
| 净利率 | 8.2% | 11.0% |
| 营收同比 | 8.4% | 8.1% |
| 净利润同比 | 2.2% | -3.9% |
| 每股收益（稀释后） | $2.51 | $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
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.2B | $4.6B | ||
| Q3 25 | $1.2B | $6.2B | ||
| Q2 25 | $1.2B | $4.5B | ||
| Q1 25 | $1.2B | $4.0B | ||
| Q4 24 | $1.1B | $4.3B | ||
| Q3 24 | $1.1B | $6.2B | ||
| Q2 24 | $1.2B | $4.2B |
| Q1 26 | — | $468.9M | ||
| Q4 25 | $95.3M | $530.8M | ||
| Q3 25 | $100.8M | $837.0M | ||
| Q2 25 | $107.8M | $608.4M | ||
| Q1 25 | $99.8M | $487.9M | ||
| Q4 24 | $93.3M | $564.9M | ||
| Q3 24 | $92.1M | $902.2M | ||
| Q2 24 | $103.5M | $651.7M |
| Q1 26 | — | 52.5% | ||
| Q4 25 | 30.4% | 51.0% | ||
| Q3 25 | 30.1% | 51.5% | ||
| Q2 25 | 30.6% | 52.7% | ||
| Q1 25 | 30.5% | 53.9% | ||
| Q4 24 | 30.6% | 53.0% | ||
| Q3 24 | 29.6% | 52.5% | ||
| Q2 24 | 30.7% | 53.5% |
| Q1 26 | — | 16.3% | ||
| Q4 25 | 10.6% | 16.9% | ||
| Q3 25 | 10.8% | 19.2% | ||
| Q2 25 | 11.0% | 19.4% | ||
| Q1 25 | 11.1% | 17.9% | ||
| Q4 24 | 11.3% | 19.7% | ||
| Q3 24 | 10.3% | 20.9% | ||
| Q2 24 | 12.0% | 21.3% |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 8.2% | 11.5% | ||
| Q3 25 | 8.4% | 13.4% | ||
| Q2 25 | 8.8% | 13.6% | ||
| Q1 25 | 8.6% | 12.3% | ||
| Q4 24 | 8.7% | 13.2% | ||
| Q3 24 | 8.4% | 14.5% | ||
| Q2 24 | 8.9% | 15.4% |
| Q1 26 | — | $27.63 | ||
| Q4 25 | $2.51 | $31.04 | ||
| Q3 25 | $2.63 | $48.70 | ||
| Q2 25 | $2.80 | $35.36 | ||
| Q1 25 | $2.57 | $28.29 | ||
| Q4 24 | $2.39 | $32.52 | ||
| Q3 24 | $2.36 | $51.42 | ||
| Q2 24 | $2.64 | $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 | $406.0M | $285.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $-2.9B |
| 总资产 | $3.2B | $20.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $285.5M | ||
| Q4 25 | $406.0M | $287.6M | ||
| Q3 25 | $418.7M | $271.8M | ||
| Q2 25 | $388.4M | $268.6M | ||
| Q1 25 | $352.8M | $300.9M | ||
| Q4 24 | $303.4M | $304.0M | ||
| Q3 24 | $538.5M | $298.2M | ||
| Q2 24 | $460.6M | $275.4M |
| Q1 26 | — | $-2.9B | ||
| Q4 25 | $1.9B | $-3.2B | ||
| Q3 25 | $1.9B | $-3.4B | ||
| Q2 25 | $1.8B | $-4.0B | ||
| Q1 25 | $1.8B | $-4.5B | ||
| Q4 24 | $1.8B | $-4.7B | ||
| Q3 24 | $1.8B | $-4.7B | ||
| Q2 24 | $1.7B | $-4.8B |
| Q1 26 | — | $20.4B | ||
| Q4 25 | $3.2B | $19.7B | ||
| Q3 25 | $3.2B | $19.4B | ||
| Q2 25 | $3.2B | $18.6B | ||
| Q1 25 | $3.1B | $18.1B | ||
| Q4 24 | $3.0B | $17.5B | ||
| Q3 24 | $3.0B | $17.2B | ||
| Q2 24 | $3.0B | $17.1B |
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 | $99.7M | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $35.6M |
| 自由现金流率自由现金流/营收 | 8.0% | 0.8% |
| 资本支出强度资本支出/营收 | 0.5% | 7.9% |
| 现金转化率经营现金流/净利润 | 1.05× | 0.80× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $1.6B |
8季度趋势，按日历期对齐
| Q1 26 | — | $373.4M | ||
| Q4 25 | $99.7M | $944.2M | ||
| Q3 25 | $119.3M | $952.8M | ||
| Q2 25 | $147.0M | $769.0M | ||
| Q1 25 | $122.5M | $583.7M | ||
| Q4 24 | $95.1M | $811.8M | ||
| Q3 24 | $127.7M | $1.1B | ||
| Q2 24 | $119.2M | $669.5M |
| Q1 26 | — | $35.6M | ||
| Q4 25 | $93.4M | $630.0M | ||
| Q3 25 | $112.0M | $511.1M | ||
| Q2 25 | $138.2M | $423.1M | ||
| Q1 25 | $114.9M | $291.0M | ||
| Q4 24 | $89.9M | $564.8M | ||
| Q3 24 | $122.2M | $723.5M | ||
| Q2 24 | $111.7M | $434.4M |
| Q1 26 | — | 0.8% | ||
| Q4 25 | 8.0% | 13.6% | ||
| Q3 25 | 9.3% | 8.2% | ||
| Q2 25 | 11.3% | 9.5% | ||
| Q1 25 | 9.8% | 7.4% | ||
| Q4 24 | 8.4% | 13.2% | ||
| Q3 24 | 11.1% | 11.7% | ||
| Q2 24 | 9.6% | 10.3% |
| Q1 26 | — | 7.9% | ||
| Q4 25 | 0.5% | 6.8% | ||
| Q3 25 | 0.6% | 7.1% | ||
| Q2 25 | 0.7% | 7.7% | ||
| Q1 25 | 0.6% | 7.4% | ||
| Q4 24 | 0.5% | 5.8% | ||
| Q3 24 | 0.5% | 5.6% | ||
| Q2 24 | 0.6% | 5.6% |
| Q1 26 | — | 0.80× | ||
| Q4 25 | 1.05× | 1.78× | ||
| Q3 25 | 1.18× | 1.14× | ||
| Q2 25 | 1.36× | 1.26× | ||
| Q1 25 | 1.23× | 1.20× | ||
| Q4 24 | 1.02× | 1.44× | ||
| Q3 24 | 1.39× | 1.19× | ||
| Q2 24 | 1.15× | 1.03× |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
AZO
暂无分部数据
