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亚马逊（AMZN）与SiteOne Landscape Supply, Inc.（SITE）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SiteOne Landscape Supply, Inc.的204.1倍（$213.4B vs $1.0B）。亚马逊净利率更高（9.9% vs -0.9%，领先10.8%）。亚马逊同比增速更快（13.6% vs 3.2%）。亚马逊自由现金流更多（$14.9B vs $150.3M）。过去两年亚马逊的营收复合增速更高（22.0% vs 7.5%）
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。
SiteOne Landscape Supply是北美领先的园林景观用品批发分销商，主营灌溉配件、户外照明、硬质景观材料、苗木、园艺工具及相关配件，主要服务专业景观设计师、承包商、高尔夫球场运营方及市政维护团队，在美加拥有广泛的线下门店网络。
AMZN vs SITE — 直观对比
营收规模更大
AMZN
是对方的204.1倍
$1.0B
营收增速更快
AMZN
高出10.4%
3.2%
净利率更高
AMZN
高出10.8%
-0.9%
自由现金流更多
AMZN
多$14.8B
$150.3M
两年增速更快
AMZN
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $1.0B |
| 净利润 | $21.2B | $-9.0M |
| 毛利率 | 48.5% | 34.1% |
| 营业利润率 | 11.7% | -0.5% |
| 净利率 | 9.9% | -0.9% |
| 营收同比 | 13.6% | 3.2% |
| 净利润同比 | 5.9% | 58.5% |
| 每股收益（稀释后） | $1.95 | $-0.19 |
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AMZNSITE
| Q4 25 | $213.4B | $1.0B | ||
| Q3 25 | $180.2B | $1.3B | ||
| Q2 25 | $167.7B | $1.5B | ||
| Q1 25 | $155.7B | $939.4M | ||
| Q4 24 | $187.8B | $1.0B | ||
| Q3 24 | $158.9B | $1.2B | ||
| Q2 24 | $148.0B | $1.4B | ||
| Q1 24 | $143.3B | $904.8M |
净利润AMZNSITE
| Q4 25 | $21.2B | $-9.0M | ||
| Q3 25 | $21.2B | $59.1M | ||
| Q2 25 | $18.2B | $129.0M | ||
| Q1 25 | $17.1B | $-27.3M | ||
| Q4 24 | $20.0B | $-21.7M | ||
| Q3 24 | $15.3B | $44.4M | ||
| Q2 24 | $13.5B | $120.2M | ||
| Q1 24 | $10.4B | $-19.3M |
毛利率AMZNSITE
| Q4 25 | 48.5% | 34.1% | ||
| Q3 25 | 50.8% | 34.7% | ||
| Q2 25 | 51.8% | 36.4% | ||
| Q1 25 | 50.6% | 33.0% | ||
| Q4 24 | 47.3% | 33.3% | ||
| Q3 24 | 49.0% | 34.0% | ||
| Q2 24 | 50.1% | 36.1% | ||
| Q1 24 | 49.3% | 33.3% |
营业利润率AMZNSITE
| Q4 25 | 11.7% | -0.5% | ||
| Q3 25 | 9.7% | 6.8% | ||
| Q2 25 | 11.4% | 12.8% | ||
| Q1 25 | 11.8% | -3.1% | ||
| Q4 24 | 11.3% | -2.5% | ||
| Q3 24 | 11.0% | 5.8% | ||
| Q2 24 | 9.9% | 12.0% | ||
| Q1 24 | 10.7% | -2.5% |
净利率AMZNSITE
| Q4 25 | 9.9% | -0.9% | ||
| Q3 25 | 11.8% | 4.7% | ||
| Q2 25 | 10.8% | 8.8% | ||
| Q1 25 | 11.0% | -2.9% | ||
| Q4 24 | 10.7% | -2.1% | ||
| Q3 24 | 9.6% | 3.7% | ||
| Q2 24 | 9.1% | 8.5% | ||
| Q1 24 | 7.3% | -2.1% |
每股收益（稀释后）AMZNSITE
| Q4 25 | $1.95 | $-0.19 | ||
| Q3 25 | $1.95 | $1.31 | ||
| Q2 25 | $1.68 | $2.86 | ||
| Q1 25 | $1.59 | $-0.61 | ||
| Q4 24 | $1.86 | $-0.46 | ||
| Q3 24 | $1.43 | $0.97 | ||
| Q2 24 | $1.26 | $2.63 | ||
| Q1 24 | $0.98 | $-0.43 |
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 | $190.6M |
| 总债务越低越好 | $68.8B | $385.4M |
| 股东权益账面价值 | $411.1B | $1.7B |
| 总资产 | $818.0B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.23× |
8季度趋势，按日历期对齐
现金及短期投资AMZNSITE
| Q4 25 | $123.0B | $190.6M | ||
| Q3 25 | $94.2B | $106.9M | ||
| Q2 25 | $93.2B | $78.6M | ||
| Q1 25 | $94.6B | $56.6M | ||
| Q4 24 | $101.2B | $107.1M | ||
| Q3 24 | $88.1B | $85.5M | ||
| Q2 24 | $89.1B | $71.9M | ||
| Q1 24 | $85.1B | $41.5M |
总债务AMZNSITE
| Q4 25 | $68.8B | $385.4M | ||
| Q3 25 | $55.1B | $388.4M | ||
| Q2 25 | $56.1B | $469.9M | ||
| Q1 25 | $58.8B | $503.0M | ||
| Q4 24 | $58.0B | $388.2M | ||
| Q3 24 | $60.5B | $410.6M | ||
| Q2 24 | $62.7B | $480.2M | ||
| Q1 24 | $66.9B | $448.0M |
股东权益AMZNSITE
| Q4 25 | $411.1B | $1.7B | ||
| Q3 25 | $369.6B | $1.7B | ||
| Q2 25 | $333.8B | $1.6B | ||
| Q1 25 | $305.9B | $1.6B | ||
| Q4 24 | $286.0B | $1.6B | ||
| Q3 24 | $259.2B | $1.6B | ||
| Q2 24 | $236.4B | $1.6B | ||
| Q1 24 | $216.7B | $1.5B |
总资产AMZNSITE
| Q4 25 | $818.0B | $3.2B | ||
| Q3 25 | $727.9B | $3.3B | ||
| Q2 25 | $682.2B | $3.3B | ||
| Q1 25 | $643.3B | $3.3B | ||
| Q4 24 | $624.9B | $3.1B | ||
| Q3 24 | $584.6B | $3.1B | ||
| Q2 24 | $554.8B | $3.2B | ||
| Q1 24 | $531.0B | $3.0B |
负债/权益比AMZNSITE
| Q4 25 | 0.17× | 0.23× | ||
| Q3 25 | 0.15× | 0.23× | ||
| Q2 25 | 0.17× | 0.29× | ||
| Q1 25 | 0.19× | 0.32× | ||
| Q4 24 | 0.20× | 0.25× | ||
| Q3 24 | 0.23× | 0.25× | ||
| Q2 24 | 0.27× | 0.30× | ||
| Q1 24 | 0.31× | 0.30× |
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 | $164.8M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $150.3M |
| 自由现金流率自由现金流/营收 | 7.0% | 14.4% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $7.7B | $246.8M |
8季度趋势，按日历期对齐
经营现金流AMZNSITE
| Q4 25 | $54.5B | $164.8M | ||
| Q3 25 | $35.5B | $128.6M | ||
| Q2 25 | $32.5B | $136.7M | ||
| Q1 25 | $17.0B | $-129.6M | ||
| Q4 24 | $45.6B | $119.4M | ||
| Q3 24 | $26.0B | $115.9M | ||
| Q2 24 | $25.3B | $147.4M | ||
| Q1 24 | $19.0B | $-99.3M |
自由现金流AMZNSITE
| Q4 25 | $14.9B | $150.3M | ||
| Q3 25 | $430.0M | $118.5M | ||
| Q2 25 | $332.0M | $122.4M | ||
| Q1 25 | $-8.0B | $-144.4M | ||
| Q4 24 | $17.8B | $109.9M | ||
| Q3 24 | $3.4B | $105.9M | ||
| Q2 24 | $7.7B | $135.3M | ||
| Q1 24 | $4.1B | $-108.2M |
自由现金流率AMZNSITE
| Q4 25 | 7.0% | 14.4% | ||
| Q3 25 | 0.2% | 9.4% | ||
| Q2 25 | 0.2% | 8.4% | ||
| Q1 25 | -5.1% | -15.4% | ||
| Q4 24 | 9.5% | 10.8% | ||
| Q3 24 | 2.1% | 8.8% | ||
| Q2 24 | 5.2% | 9.6% | ||
| Q1 24 | 2.8% | -12.0% |
资本支出强度AMZNSITE
| Q4 25 | 18.5% | 1.4% | ||
| Q3 25 | 19.5% | 0.8% | ||
| Q2 25 | 19.2% | 1.0% | ||
| Q1 25 | 16.1% | 1.6% | ||
| Q4 24 | 14.8% | 0.9% | ||
| Q3 24 | 14.2% | 0.8% | ||
| Q2 24 | 11.9% | 0.9% | ||
| Q1 24 | 10.4% | 1.0% |
现金转化率AMZNSITE
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | 2.18× | ||
| Q2 25 | 1.79× | 1.06× | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | 2.61× | ||
| Q2 24 | 1.87× | 1.23× | ||
| 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% |
SITE
| Landscaping Products | $798.4M | 76% |
| Agronomic | $247.2M | 24% |
