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亚马逊（AMZN）与BlueLinx Holdings Inc.（BXC）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是BlueLinx Holdings Inc.的284.9倍（$213.4B vs $748.9M），亚马逊净利率更高（9.9% vs 0.2%，领先9.7%），亚马逊同比增速更快（13.6% vs 0.2%），亚马逊自由现金流更多（$14.9B vs $52.7M），过去两年亚马逊的营收复合增速更高（22.0% vs 2.5%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
BlueLinx Holdings Inc.是美国经营建材与工业产品的批发分销商，总部位于佐治亚州亚特兰大，目前由Shyam Reddy担任公司总裁兼首席执行官，在美国本土相关分销领域开展业务
AMZN vs BXC — 直观对比
营收规模更大
AMZN
是对方的284.9倍
$748.9M
营收增速更快
AMZN
高出13.4%
0.2%
净利率更高
AMZN
高出9.7%
0.2%
自由现金流更多
AMZN
多$14.9B
$52.7M
两年增速更快
AMZN
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $748.9M |
| 净利润 | $21.2B | $1.7M |
| 毛利率 | 48.5% | 14.4% |
| 营业利润率 | 11.7% | 1.3% |
| 净利率 | 9.9% | 0.2% |
| 营收同比 | 13.6% | 0.2% |
| 净利润同比 | 5.9% | -89.7% |
| 每股收益（稀释后） | $1.95 | $0.20 |
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AMZNBXC
| Q4 25 | $213.4B | — | ||
| Q3 25 | $180.2B | $748.9M | ||
| Q2 25 | $167.7B | $780.1M | ||
| Q1 25 | $155.7B | $709.2M | ||
| Q4 24 | $187.8B | $710.6M | ||
| Q3 24 | $158.9B | $747.3M | ||
| Q2 24 | $148.0B | $768.4M | ||
| Q1 24 | $143.3B | $726.2M |
净利润AMZNBXC
| Q4 25 | $21.2B | — | ||
| Q3 25 | $21.2B | $1.7M | ||
| Q2 25 | $18.2B | $4.3M | ||
| Q1 25 | $17.1B | $2.8M | ||
| Q4 24 | $20.0B | — | ||
| Q3 24 | $15.3B | $16.0M | ||
| Q2 24 | $13.5B | $14.3M | ||
| Q1 24 | $10.4B | $17.5M |
毛利率AMZNBXC
| Q4 25 | 48.5% | — | ||
| Q3 25 | 50.8% | 14.4% | ||
| Q2 25 | 51.8% | 15.3% | ||
| Q1 25 | 50.6% | 15.7% | ||
| Q4 24 | 47.3% | 15.9% | ||
| Q3 24 | 49.0% | 16.8% | ||
| Q2 24 | 50.1% | 15.9% | ||
| Q1 24 | 49.3% | 17.6% |
营业利润率AMZNBXC
| Q4 25 | 11.7% | — | ||
| Q3 25 | 9.7% | 1.3% | ||
| Q2 25 | 11.4% | 1.9% | ||
| Q1 25 | 11.8% | 1.5% | ||
| Q4 24 | 11.3% | 1.7% | ||
| Q3 24 | 11.0% | 3.2% | ||
| Q2 24 | 9.9% | 3.1% | ||
| Q1 24 | 10.7% | 3.8% |
净利率AMZNBXC
| Q4 25 | 9.9% | — | ||
| Q3 25 | 11.8% | 0.2% | ||
| Q2 25 | 10.8% | 0.6% | ||
| Q1 25 | 11.0% | 0.4% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 9.6% | 2.1% | ||
| Q2 24 | 9.1% | 1.9% | ||
| Q1 24 | 7.3% | 2.4% |
每股收益（稀释后）AMZNBXC
| Q4 25 | $1.95 | — | ||
| Q3 25 | $1.95 | $0.20 | ||
| Q2 25 | $1.68 | $0.54 | ||
| Q1 25 | $1.59 | $0.33 | ||
| Q4 24 | $1.86 | $0.67 | ||
| Q3 24 | $1.43 | $1.87 | ||
| Q2 24 | $1.26 | $1.65 | ||
| Q1 24 | $0.98 | $2.00 |
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 | $123.0B | $429.4M |
| 总债务越低越好 | $68.8B | $598.5M |
| 股东权益账面价值 | $411.1B | $623.0M |
| 总资产 | $818.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资AMZNBXC
| Q4 25 | $123.0B | — | ||
| Q3 25 | $94.2B | $429.4M | ||
| Q2 25 | $93.2B | $386.8M | ||
| Q1 25 | $94.6B | $449.0M | ||
| Q4 24 | $101.2B | $505.6M | ||
| Q3 24 | $88.1B | $526.3M | ||
| Q2 24 | $89.1B | $491.4M | ||
| Q1 24 | $85.1B | $481.3M |
总债务AMZNBXC
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | $598.5M | ||
| Q2 25 | $56.1B | $596.4M | ||
| Q1 25 | $58.8B | $596.6M | ||
| Q4 24 | $58.0B | $575.1M | ||
| Q3 24 | $60.5B | $576.0M | ||
| Q2 24 | $62.7B | $574.6M | ||
| Q1 24 | $66.9B | $574.0M |
股东权益AMZNBXC
| Q4 25 | $411.1B | — | ||
| Q3 25 | $369.6B | $623.0M | ||
| Q2 25 | $333.8B | $621.3M | ||
| Q1 25 | $305.9B | $636.1M | ||
| Q4 24 | $286.0B | $646.4M | ||
| Q3 24 | $259.2B | $655.6M | ||
| Q2 24 | $236.4B | $652.3M | ||
| Q1 24 | $216.7B | $653.2M |
总资产AMZNBXC
| Q4 25 | $818.0B | — | ||
| Q3 25 | $727.9B | $1.6B | ||
| Q2 25 | $682.2B | $1.6B | ||
| Q1 25 | $643.3B | $1.6B | ||
| Q4 24 | $624.9B | $1.6B | ||
| Q3 24 | $584.6B | $1.6B | ||
| Q2 24 | $554.8B | $1.6B | ||
| Q1 24 | $531.0B | $1.6B |
负债/权益比AMZNBXC
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | 0.96× | ||
| Q2 25 | 0.17× | 0.96× | ||
| Q1 25 | 0.19× | 0.94× | ||
| Q4 24 | 0.20× | 0.89× | ||
| Q3 24 | 0.23× | 0.88× | ||
| Q2 24 | 0.27× | 0.88× | ||
| Q1 24 | 0.31× | 0.88× |
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 | $54.5B | $58.6M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $52.7M |
| 自由现金流率自由现金流/营收 | 7.0% | 7.0% |
| 资本支出强度资本支出/营收 | 18.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.57× | 35.42× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $-25.1M |
8季度趋势，按日历期对齐
经营现金流AMZNBXC
| Q4 25 | $54.5B | — | ||
| Q3 25 | $35.5B | $58.6M | ||
| Q2 25 | $32.5B | $-26.8M | ||
| Q1 25 | $17.0B | $-33.9M | ||
| Q4 24 | $45.6B | $18.7M | ||
| Q3 24 | $26.0B | $61.8M | ||
| Q2 24 | $25.3B | $35.8M | ||
| Q1 24 | $19.0B | $-31.1M |
自由现金流AMZNBXC
| Q4 25 | $14.9B | — | ||
| Q3 25 | $430.0M | $52.7M | ||
| Q2 25 | $332.0M | $-36.4M | ||
| Q1 25 | $-8.0B | $-39.8M | ||
| Q4 24 | $17.8B | $-1.5M | ||
| Q3 24 | $3.4B | $53.8M | ||
| Q2 24 | $7.7B | $29.3M | ||
| Q1 24 | $4.1B | $-36.6M |
自由现金流率AMZNBXC
| Q4 25 | 7.0% | — | ||
| Q3 25 | 0.2% | 7.0% | ||
| Q2 25 | 0.2% | -4.7% | ||
| Q1 25 | -5.1% | -5.6% | ||
| Q4 24 | 9.5% | -0.2% | ||
| Q3 24 | 2.1% | 7.2% | ||
| Q2 24 | 5.2% | 3.8% | ||
| Q1 24 | 2.8% | -5.0% |
资本支出强度AMZNBXC
| Q4 25 | 18.5% | — | ||
| Q3 25 | 19.5% | 0.8% | ||
| Q2 25 | 19.2% | 1.2% | ||
| Q1 25 | 16.1% | 0.8% | ||
| Q4 24 | 14.8% | 2.9% | ||
| Q3 24 | 14.2% | 1.1% | ||
| Q2 24 | 11.9% | 0.8% | ||
| Q1 24 | 10.4% | 0.8% |
现金转化率AMZNBXC
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | 35.42× | ||
| Q2 25 | 1.79× | -6.21× | ||
| Q1 25 | 0.99× | -12.09× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | 3.86× | ||
| Q2 24 | 1.87× | 2.50× | ||
| Q1 24 | 1.82× | -1.78× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
