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亚马逊（AMZN）与MONRO, INC.（MNRO）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MONRO, INC.的727.3倍（$213.4B vs $293.4M）。亚马逊净利率更高（9.9% vs 3.8%，领先6.1%）。亚马逊同比增速更快（13.6% vs -4.0%）。亚马逊自由现金流更多（$14.9B vs $9.1M）。过去两年亚马逊的营收复合增速更高（22.0% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
AMZN vs MNRO — 直观对比
营收规模更大
AMZN
是对方的727.3倍
$293.4M
营收增速更快
AMZN
高出17.7%
-4.0%
净利率更高
AMZN
高出6.1%
3.8%
自由现金流更多
AMZN
多$14.9B
$9.1M
两年增速更快
AMZN
近两年复合增速
-2.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $293.4M |
| 净利润 | $21.2B | $11.1M |
| 毛利率 | 48.5% | 34.9% |
| 营业利润率 | 11.7% | 6.3% |
| 净利率 | 9.9% | 3.8% |
| 营收同比 | 13.6% | -4.0% |
| 净利润同比 | 5.9% | 143.1% |
| 每股收益（稀释后） | $1.95 | $0.35 |
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AMZNMNRO
| Q4 25 | $213.4B | $293.4M | ||
| Q3 25 | $180.2B | $288.9M | ||
| Q2 25 | $167.7B | $301.0M | ||
| Q1 25 | $155.7B | $295.0M | ||
| Q4 24 | $187.8B | $305.8M | ||
| Q3 24 | $158.9B | $301.4M | ||
| Q2 24 | $148.0B | $293.2M | ||
| Q1 24 | $143.3B | $310.1M |
净利润AMZNMNRO
| Q4 25 | $21.2B | $11.1M | ||
| Q3 25 | $21.2B | $5.7M | ||
| Q2 25 | $18.2B | $-8.1M | ||
| Q1 25 | $17.1B | $-21.3M | ||
| Q4 24 | $20.0B | $4.6M | ||
| Q3 24 | $15.3B | $5.6M | ||
| Q2 24 | $13.5B | $5.9M | ||
| Q1 24 | $10.4B | $3.7M |
毛利率AMZNMNRO
| Q4 25 | 48.5% | 34.9% | ||
| Q3 25 | 50.8% | 35.7% | ||
| Q2 25 | 51.8% | 35.5% | ||
| Q1 25 | 50.6% | 33.0% | ||
| Q4 24 | 47.3% | 34.3% | ||
| Q3 24 | 49.0% | 35.3% | ||
| Q2 24 | 50.1% | 37.2% | ||
| Q1 24 | 49.3% | 35.5% |
营业利润率AMZNMNRO
| Q4 25 | 11.7% | 6.3% | ||
| Q3 25 | 9.7% | 4.4% | ||
| Q2 25 | 11.4% | -2.0% | ||
| Q1 25 | 11.8% | -8.1% | ||
| Q4 24 | 11.3% | 3.3% | ||
| Q3 24 | 11.0% | 4.4% | ||
| Q2 24 | 9.9% | 4.5% | ||
| Q1 24 | 10.7% | 3.3% |
净利率AMZNMNRO
| Q4 25 | 9.9% | 3.8% | ||
| Q3 25 | 11.8% | 2.0% | ||
| Q2 25 | 10.8% | -2.7% | ||
| Q1 25 | 11.0% | -7.2% | ||
| Q4 24 | 10.7% | 1.5% | ||
| Q3 24 | 9.6% | 1.9% | ||
| Q2 24 | 9.1% | 2.0% | ||
| Q1 24 | 7.3% | 1.2% |
每股收益（稀释后）AMZNMNRO
| Q4 25 | $1.95 | $0.35 | ||
| Q3 25 | $1.95 | $0.18 | ||
| Q2 25 | $1.68 | $-0.28 | ||
| Q1 25 | $1.59 | $-0.74 | ||
| Q4 24 | $1.86 | $0.15 | ||
| Q3 24 | $1.43 | $0.18 | ||
| Q2 24 | $1.26 | $0.19 | ||
| Q1 24 | $0.98 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | $68.8B | $45.0M |
| 股东权益账面价值 | $411.1B | $604.9M |
| 总资产 | $818.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资AMZNMNRO
| Q4 25 | $123.0B | $4.9M | ||
| Q3 25 | $94.2B | $10.5M | ||
| Q2 25 | $93.2B | $7.8M | ||
| Q1 25 | $94.6B | $20.8M | ||
| Q4 24 | $101.2B | $10.2M | ||
| Q3 24 | $88.1B | $20.9M | ||
| Q2 24 | $89.1B | $18.7M | ||
| Q1 24 | $85.1B | $6.6M |
总债务AMZNMNRO
| Q4 25 | $68.8B | $45.0M | ||
| Q3 25 | $55.1B | $60.0M | ||
| Q2 25 | $56.1B | $71.5M | ||
| Q1 25 | $58.8B | $61.3M | ||
| Q4 24 | $58.0B | $59.3M | ||
| Q3 24 | $60.5B | $62.0M | ||
| Q2 24 | $62.7B | $112.0M | ||
| Q1 24 | $66.9B | $102.0M |
股东权益AMZNMNRO
| Q4 25 | $411.1B | $604.9M | ||
| Q3 25 | $369.6B | $601.7M | ||
| Q2 25 | $333.8B | $604.9M | ||
| Q1 25 | $305.9B | $620.8M | ||
| Q4 24 | $286.0B | $648.9M | ||
| Q3 24 | $259.2B | $651.9M | ||
| Q2 24 | $236.4B | $654.4M | ||
| Q1 24 | $216.7B | $656.8M |
总资产AMZNMNRO
| Q4 25 | $818.0B | $1.6B | ||
| Q3 25 | $727.9B | $1.6B | ||
| Q2 25 | $682.2B | $1.6B | ||
| Q1 25 | $643.3B | $1.6B | ||
| Q4 24 | $624.9B | $1.7B | ||
| Q3 24 | $584.6B | $1.7B | ||
| Q2 24 | $554.8B | $1.7B | ||
| Q1 24 | $531.0B | $1.7B |
负债/权益比AMZNMNRO
| Q4 25 | 0.17× | 0.07× | ||
| Q3 25 | 0.15× | 0.10× | ||
| Q2 25 | 0.17× | 0.12× | ||
| Q1 25 | 0.19× | 0.10× | ||
| Q4 24 | 0.20× | 0.09× | ||
| Q3 24 | 0.23× | 0.10× | ||
| Q2 24 | 0.27× | 0.17× | ||
| Q1 24 | 0.31× | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $9.1M |
| 自由现金流率自由现金流/营收 | 7.0% | 3.1% |
| 资本支出强度资本支出/营收 | 18.5% | 3.0% |
| 现金转化率经营现金流/净利润 | 2.57× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $49.6M |
8季度趋势，按日历期对齐
经营现金流AMZNMNRO
| Q4 25 | $54.5B | $17.8M | ||
| Q3 25 | $35.5B | $32.3M | ||
| Q2 25 | $32.5B | $-1.9M | ||
| Q1 25 | $17.0B | $28.9M | ||
| Q4 24 | $45.6B | $14.8M | ||
| Q3 24 | $26.0B | $62.6M | ||
| Q2 24 | $25.3B | $25.6M | ||
| Q1 24 | $19.0B | $-5.3M |
自由现金流AMZNMNRO
| Q4 25 | $14.9B | $9.1M | ||
| Q3 25 | $430.0M | $26.6M | ||
| Q2 25 | $332.0M | $-9.3M | ||
| Q1 25 | $-8.0B | $23.2M | ||
| Q4 24 | $17.8B | $7.9M | ||
| Q3 24 | $3.4B | $57.6M | ||
| Q2 24 | $7.7B | $16.8M | ||
| Q1 24 | $4.1B | $-11.9M |
自由现金流率AMZNMNRO
| Q4 25 | 7.0% | 3.1% | ||
| Q3 25 | 0.2% | 9.2% | ||
| Q2 25 | 0.2% | -3.1% | ||
| Q1 25 | -5.1% | 7.9% | ||
| Q4 24 | 9.5% | 2.6% | ||
| Q3 24 | 2.1% | 19.1% | ||
| Q2 24 | 5.2% | 5.7% | ||
| Q1 24 | 2.8% | -3.8% |
资本支出强度AMZNMNRO
| Q4 25 | 18.5% | 3.0% | ||
| Q3 25 | 19.5% | 2.0% | ||
| Q2 25 | 19.2% | 2.5% | ||
| Q1 25 | 16.1% | 1.9% | ||
| Q4 24 | 14.8% | 2.2% | ||
| Q3 24 | 14.2% | 1.6% | ||
| Q2 24 | 11.9% | 3.0% | ||
| Q1 24 | 10.4% | 2.1% |
现金转化率AMZNMNRO
| Q4 25 | 2.57× | 1.60× | ||
| Q3 25 | 1.68× | 5.71× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | 3.23× | ||
| Q3 24 | 1.69× | 11.08× | ||
| Q2 24 | 1.87× | 4.37× | ||
| Q1 24 | 1.82× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
