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亚马逊（AMZN）与Ferguson Enterprises Inc.（FERG）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Ferguson Enterprises Inc.的26.1倍（$213.4B vs $8.2B）。亚马逊净利率更高（9.9% vs 7.0%，领先3.0%）。亚马逊同比增速更快（13.6% vs 5.1%）。亚马逊自由现金流更多（$14.9B vs $312.0M）。过去两年亚马逊的营收复合增速更高（22.0% vs 5.7%）
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。
Ferguson Enterprises Inc.总部位于美国弗吉尼亚州纽波特纽斯，注册地为特拉华州，是美国规模最大的水暖、暖通空调、家电、照明、管材管件、给排水产品分销商。公司95%营收来自美国本土，5%来自加拿大，拥有3.6万家供应商，运营11个区域配送中心、4个主配送中心及近5900个营业网点。
AMZN vs FERG — 直观对比
营收规模更大
AMZN
是对方的26.1倍
$8.2B
营收增速更快
AMZN
高出8.5%
5.1%
净利率更高
AMZN
高出3.0%
7.0%
自由现金流更多
AMZN
多$14.6B
$312.0M
两年增速更快
AMZN
近两年复合增速
5.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $8.2B |
| 净利润 | $21.2B | $570.0M |
| 毛利率 | 48.5% | 30.7% |
| 营业利润率 | 11.7% | 9.4% |
| 净利率 | 9.9% | 7.0% |
| 营收同比 | 13.6% | 5.1% |
| 净利润同比 | 5.9% | 21.3% |
| 每股收益（稀释后） | $1.95 | $2.90 |
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AMZNFERG
| Q4 25 | $213.4B | $8.2B | ||
| Q3 25 | $180.2B | $8.5B | ||
| Q2 25 | $167.7B | $7.6B | ||
| Q1 25 | $155.7B | $6.9B | ||
| Q4 24 | $187.8B | $7.8B | ||
| Q3 24 | $158.9B | $7.9B | ||
| Q2 24 | $148.0B | $7.3B | ||
| Q1 24 | $143.3B | — |
净利润AMZNFERG
| Q4 25 | $21.2B | $570.0M | ||
| Q3 25 | $21.2B | $700.0M | ||
| Q2 25 | $18.2B | $410.0M | ||
| Q1 25 | $17.1B | $276.0M | ||
| Q4 24 | $20.0B | $470.0M | ||
| Q3 24 | $15.3B | $451.0M | ||
| Q2 24 | $13.5B | $443.0M | ||
| Q1 24 | $10.4B | — |
毛利率AMZNFERG
| Q4 25 | 48.5% | 30.7% | ||
| Q3 25 | 50.8% | 31.7% | ||
| Q2 25 | 51.8% | 31.0% | ||
| Q1 25 | 50.6% | 29.7% | ||
| Q4 24 | 47.3% | 30.1% | ||
| Q3 24 | 49.0% | 31.0% | ||
| Q2 24 | 50.1% | 30.5% | ||
| Q1 24 | 49.3% | — |
营业利润率AMZNFERG
| Q4 25 | 11.7% | 9.4% | ||
| Q3 25 | 9.7% | 10.9% | ||
| Q2 25 | 11.4% | 8.0% | ||
| Q1 25 | 11.8% | 6.0% | ||
| Q4 24 | 11.3% | 8.6% | ||
| Q3 24 | 11.0% | 10.2% | ||
| Q2 24 | 9.9% | 8.6% | ||
| Q1 24 | 10.7% | — |
净利率AMZNFERG
| Q4 25 | 9.9% | 7.0% | ||
| Q3 25 | 11.8% | 8.2% | ||
| Q2 25 | 10.8% | 5.4% | ||
| Q1 25 | 11.0% | 4.0% | ||
| Q4 24 | 10.7% | 6.0% | ||
| Q3 24 | 9.6% | 5.7% | ||
| Q2 24 | 9.1% | 6.1% | ||
| Q1 24 | 7.3% | — |
每股收益（稀释后）AMZNFERG
| Q4 25 | $1.95 | $2.90 | ||
| Q3 25 | $1.95 | $3.53 | ||
| Q2 25 | $1.68 | $2.07 | ||
| Q1 25 | $1.59 | $1.38 | ||
| Q4 24 | $1.86 | $2.34 | ||
| Q3 24 | $1.43 | $2.23 | ||
| Q2 24 | $1.26 | $2.18 | ||
| Q1 24 | $0.98 | — |
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 | $526.0M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $6.1B |
| 总资产 | $818.0B | $17.7B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AMZNFERG
| Q4 25 | $123.0B | $526.0M | ||
| Q3 25 | $94.2B | $674.0M | ||
| Q2 25 | $93.2B | $519.0M | ||
| Q1 25 | $94.6B | $764.0M | ||
| Q4 24 | $101.2B | $601.0M | ||
| Q3 24 | $88.1B | $571.0M | ||
| Q2 24 | $89.1B | — | ||
| Q1 24 | $85.1B | — |
总债务AMZNFERG
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | $4.2B | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | — | ||
| Q3 24 | $60.5B | $4.0B | ||
| Q2 24 | $62.7B | — | ||
| Q1 24 | $66.9B | — |
股东权益AMZNFERG
| Q4 25 | $411.1B | $6.1B | ||
| Q3 25 | $369.6B | $5.8B | ||
| Q2 25 | $333.8B | $5.5B | ||
| Q1 25 | $305.9B | $5.5B | ||
| Q4 24 | $286.0B | $5.7B | ||
| Q3 24 | $259.2B | $5.6B | ||
| Q2 24 | $236.4B | $5.5B | ||
| Q1 24 | $216.7B | — |
总资产AMZNFERG
| Q4 25 | $818.0B | $17.7B | ||
| Q3 25 | $727.9B | $17.7B | ||
| Q2 25 | $682.2B | $17.3B | ||
| Q1 25 | $643.3B | $16.5B | ||
| Q4 24 | $624.9B | $16.9B | ||
| Q3 24 | $584.6B | $16.6B | ||
| Q2 24 | $554.8B | — | ||
| Q1 24 | $531.0B | — |
负债/权益比AMZNFERG
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | 0.72× | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.23× | 0.70× | ||
| Q2 24 | 0.27× | — | ||
| Q1 24 | 0.31× | — |
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 | $430.0M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $312.0M |
| 自由现金流率自由现金流/营收 | 7.0% | 3.8% |
| 资本支出强度资本支出/营收 | 18.5% | 1.4% |
| 现金转化率经营现金流/净利润 | 2.57× | 0.75× |
| 过去12个月自由现金流最近4个季度 | $7.7B | — |
8季度趋势，按日历期对齐
经营现金流AMZNFERG
| Q4 25 | $54.5B | $430.0M | ||
| Q3 25 | $35.5B | $541.0M | ||
| Q2 25 | $32.5B | $682.0M | ||
| Q1 25 | $17.0B | $340.0M | ||
| Q4 24 | $45.6B | $345.0M | ||
| Q3 24 | $26.0B | — | ||
| Q2 24 | $25.3B | — | ||
| Q1 24 | $19.0B | — |
自由现金流AMZNFERG
| Q4 25 | $14.9B | $312.0M | ||
| Q3 25 | $430.0M | — | ||
| Q2 25 | $332.0M | $605.0M | ||
| Q1 25 | $-8.0B | $259.0M | ||
| Q4 24 | $17.8B | $268.0M | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $7.7B | — | ||
| Q1 24 | $4.1B | — |
自由现金流率AMZNFERG
| Q4 25 | 7.0% | 3.8% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.2% | 7.9% | ||
| Q1 25 | -5.1% | 3.8% | ||
| Q4 24 | 9.5% | 3.4% | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 2.8% | — |
资本支出强度AMZNFERG
| Q4 25 | 18.5% | 1.4% | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.2% | 1.0% | ||
| Q1 25 | 16.1% | 1.2% | ||
| Q4 24 | 14.8% | 1.0% | ||
| Q3 24 | 14.2% | — | ||
| Q2 24 | 11.9% | — | ||
| Q1 24 | 10.4% | — |
现金转化率AMZNFERG
| Q4 25 | 2.57× | 0.75× | ||
| Q3 25 | 1.68× | 0.77× | ||
| Q2 25 | 1.79× | 1.66× | ||
| Q1 25 | 0.99× | 1.23× | ||
| Q4 24 | 2.28× | 0.73× | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 1.82× | — |
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% |
FERG
暂无分部数据
