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AUTONATION, INC.（AN）与邦吉（BG）财务数据对比。点击上方公司名可切换其他公司
AUTONATION, INC.的季度营收约是邦吉的1.4倍（$6.9B vs $4.9B），AUTONATION, INC.净利率更高（2.5% vs 1.9%，领先0.5%），邦吉同比增速更快（22.2% vs -3.9%），邦吉自由现金流更多（$809.0M vs $64.2M），过去两年邦吉的营收复合增速更高（11.3% vs 3.4%）
AutoNation是总部位于美国佛罗里达州劳德代尔堡的汽车零售企业，1996年由韦恩·休伊森创立，最初仅拥有12家门店，目前在全美运营超300个零售网点，提供新车、二手车销售及相关配套服务。
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
AN vs BG — 直观对比
营收规模更大
AN
是对方的1.4倍
$4.9B
营收增速更快
BG
高出26.1%
-3.9%
净利率更高
AN
高出0.5%
1.9%
自由现金流更多
BG
多$744.8M
$64.2M
两年增速更快
BG
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $6.9B | $4.9B |
| 净利润 | $172.1M | $95.0M |
| 毛利率 | 17.5% | 20.7% |
| 营业利润率 | 4.5% | 1.8% |
| 净利率 | 2.5% | 1.9% |
| 营收同比 | -3.9% | 22.2% |
| 净利润同比 | -7.5% | -84.2% |
| 每股收益（稀释后） | $4.68 | $-0.02 |
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ANBG
| Q4 25 | $6.9B | $4.9B | ||
| Q3 25 | $7.0B | $4.4B | ||
| Q2 25 | $7.0B | $4.0B | ||
| Q1 25 | $6.7B | $3.7B | ||
| Q4 24 | $7.2B | $4.0B | ||
| Q3 24 | $6.6B | $3.9B | ||
| Q2 24 | $6.5B | $3.7B | ||
| Q1 24 | $6.5B | $3.9B |
净利润ANBG
| Q4 25 | $172.1M | $95.0M | ||
| Q3 25 | $215.1M | $166.0M | ||
| Q2 25 | $86.4M | $354.0M | ||
| Q1 25 | $175.5M | $201.0M | ||
| Q4 24 | $186.1M | $602.0M | ||
| Q3 24 | $185.8M | $221.0M | ||
| Q2 24 | $130.2M | $70.0M | ||
| Q1 24 | $190.1M | $244.0M |
毛利率ANBG
| Q4 25 | 17.5% | 20.7% | ||
| Q3 25 | 17.6% | 24.3% | ||
| Q2 25 | 18.3% | 18.4% | ||
| Q1 25 | 18.2% | 16.3% | ||
| Q4 24 | 17.2% | 27.0% | ||
| Q3 24 | 18.0% | 19.9% | ||
| Q2 24 | 17.9% | 17.8% | ||
| Q1 24 | 18.5% | 22.2% |
营业利润率ANBG
| Q4 25 | 4.5% | 1.8% | ||
| Q3 25 | 5.3% | 6.2% | ||
| Q2 25 | 3.1% | 12.3% | ||
| Q1 25 | 5.0% | 7.8% | ||
| Q4 24 | 4.7% | 18.3% | ||
| Q3 24 | 5.3% | 8.3% | ||
| Q2 24 | 4.2% | 2.8% | ||
| Q1 24 | 5.2% | 9.4% |
净利率ANBG
| Q4 25 | 2.5% | 1.9% | ||
| Q3 25 | 3.1% | 3.8% | ||
| Q2 25 | 1.2% | 8.8% | ||
| Q1 25 | 2.6% | 5.5% | ||
| Q4 24 | 2.6% | 15.0% | ||
| Q3 24 | 2.8% | 5.7% | ||
| Q2 24 | 2.0% | 1.9% | ||
| Q1 24 | 2.9% | 6.2% |
每股收益（稀释后）ANBG
| Q4 25 | $4.68 | $-0.02 | ||
| Q3 25 | $5.65 | $0.84 | ||
| Q2 25 | $2.26 | $2.61 | ||
| Q1 25 | $4.45 | $1.48 | ||
| Q4 24 | $4.62 | $4.27 | ||
| Q3 24 | $4.61 | $1.56 | ||
| Q2 24 | $3.20 | $0.48 | ||
| Q1 24 | $4.49 | $1.68 |
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 | $58.6M | $2.0B |
| 总债务越低越好 | $3.7B | $10.2B |
| 股东权益账面价值 | $2.3B | $15.9B |
| 总资产 | $14.4B | $44.5B |
| 负债/权益比越低杠杆越低 | 1.58× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资ANBG
| Q4 25 | $58.6M | $2.0B | ||
| Q3 25 | $97.6M | $3.2B | ||
| Q2 25 | $62.9M | $7.1B | ||
| Q1 25 | $70.5M | $3.9B | ||
| Q4 24 | $59.8M | $3.8B | ||
| Q3 24 | $60.2M | $3.0B | ||
| Q2 24 | $85.9M | $1.3B | ||
| Q1 24 | $60.3M | $3.1B |
总债务ANBG
| Q4 25 | $3.7B | $10.2B | ||
| Q3 25 | — | $11.1B | ||
| Q2 25 | — | $7.7B | ||
| Q1 25 | $3.1B | $5.4B | ||
| Q4 24 | $2.6B | $5.4B | ||
| Q3 24 | $3.1B | $5.4B | ||
| Q2 24 | $3.1B | $4.1B | ||
| Q1 24 | $3.1B | $4.1B |
股东权益ANBG
| Q4 25 | $2.3B | $15.9B | ||
| Q3 25 | $2.5B | $15.8B | ||
| Q2 25 | $2.5B | $10.9B | ||
| Q1 25 | $2.4B | $10.6B | ||
| Q4 24 | $2.5B | $9.9B | ||
| Q3 24 | $2.4B | $10.1B | ||
| Q2 24 | $2.2B | $10.0B | ||
| Q1 24 | $2.4B | $10.6B |
总资产ANBG
| Q4 25 | $14.4B | $44.5B | ||
| Q3 25 | $14.2B | $46.3B | ||
| Q2 25 | $13.6B | $31.2B | ||
| Q1 25 | $13.3B | $26.7B | ||
| Q4 24 | $13.0B | $24.9B | ||
| Q3 24 | $12.9B | $25.3B | ||
| Q2 24 | $12.8B | $24.4B | ||
| Q1 24 | $12.0B | $25.8B |
负债/权益比ANBG
| Q4 25 | 1.58× | 0.64× | ||
| Q3 25 | — | 0.71× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | 1.29× | 0.51× | ||
| Q4 24 | 1.06× | 0.54× | ||
| Q3 24 | 1.32× | 0.54× | ||
| Q2 24 | 1.43× | 0.41× | ||
| Q1 24 | 1.32× | 0.39× |
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 | $150.5M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $64.2M | $809.0M |
| 自由现金流率自由现金流/营收 | 0.9% | 16.6% |
| 资本支出强度资本支出/营收 | 1.2% | 11.0% |
| 现金转化率经营现金流/净利润 | 0.87× | 14.18× |
| 过去12个月自由现金流最近4个季度 | $-197.5M | $-879.0M |
8季度趋势，按日历期对齐
经营现金流ANBG
| Q4 25 | $150.5M | $1.3B | ||
| Q3 25 | $191.7M | $854.0M | ||
| Q2 25 | $-177.8M | $-1.1B | ||
| Q1 25 | $-52.5M | $-285.0M | ||
| Q4 24 | $149.8M | $1.1B | ||
| Q3 24 | $-70.0M | $1.3B | ||
| Q2 24 | $-59.6M | $-1.5B | ||
| Q1 24 | $294.5M | $994.0M |
自由现金流ANBG
| Q4 25 | $64.2M | $809.0M | ||
| Q3 25 | $122.8M | $385.0M | ||
| Q2 25 | $-256.8M | $-1.5B | ||
| Q1 25 | $-127.7M | $-595.0M | ||
| Q4 24 | $83.5M | $564.0M | ||
| Q3 24 | $-151.0M | $973.0M | ||
| Q2 24 | $-147.1M | $-1.8B | ||
| Q1 24 | $200.8M | $758.0M |
自由现金流率ANBG
| Q4 25 | 0.9% | 16.6% | ||
| Q3 25 | 1.7% | 8.8% | ||
| Q2 25 | -3.7% | -36.8% | ||
| Q1 25 | -1.9% | -16.2% | ||
| Q4 24 | 1.2% | 14.1% | ||
| Q3 24 | -2.3% | 25.1% | ||
| Q2 24 | -2.3% | -47.4% | ||
| Q1 24 | 3.1% | 19.2% |
资本支出强度ANBG
| Q4 25 | 1.2% | 11.0% | ||
| Q3 25 | 1.0% | 10.7% | ||
| Q2 25 | 1.1% | 10.1% | ||
| Q1 25 | 1.1% | 8.5% | ||
| Q4 24 | 0.9% | 12.2% | ||
| Q3 24 | 1.2% | 9.1% | ||
| Q2 24 | 1.4% | 8.0% | ||
| Q1 24 | 1.4% | 6.0% |
现金转化率ANBG
| Q4 25 | 0.87× | 14.18× | ||
| Q3 25 | 0.89× | 5.14× | ||
| Q2 25 | -2.06× | -3.03× | ||
| Q1 25 | -0.30× | -1.42× | ||
| Q4 24 | 0.80× | 1.75× | ||
| Q3 24 | -0.38× | 6.00× | ||
| Q2 24 | -0.46× | -21.06× | ||
| Q1 24 | 1.55× | 4.07× |
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
AN
| New Vehicle | $3.4B | 50% |
| Transferred At Point In Time | $1.7B | 24% |
| Parts And Service | $1.2B | 18% |
| Finance And Insurance Net | $369.4M | 5% |
| Transferred Over Time | $221.4M | 3% |
| Other | $3.5M | 0% |
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
