vs
Andersons, Inc.（ANDE）与AutoZone（AZO）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是Andersons, Inc.的13.0倍（$4.3B vs $329.5M）。Andersons, Inc.净利率更高（20.5% vs 11.0%，领先9.5%）。AutoZone同比增速更快（8.1% vs -2.4%）。AutoZone自由现金流更多（$35.6M vs $-77.1M）。过去两年AutoZone的营收复合增速更高（0.5% vs -1.8%）
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
AutoZone是美国规模最大的汽车售后零部件及配件零售商，1979年正式成立，总部位于田纳西州孟菲斯。目前企业在全美、墨西哥、波多黎各、巴西及美属维尔京群岛共开设7140家门店，为车主及汽修从业人员提供多元齐全的汽车相关配件产品。
ANDE vs AZO — 直观对比
营收规模更大
AZO
是对方的13.0倍
$329.5M
营收增速更快
AZO
高出10.5%
-2.4%
净利率更高
ANDE
高出9.5%
11.0%
自由现金流更多
AZO
多$112.7M
$-77.1M
两年增速更快
AZO
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $329.5M | $4.3B |
| 净利润 | $67.4M | $468.9M |
| 毛利率 | 70.3% | 52.5% |
| 营业利润率 | 26.6% | 16.3% |
| 净利率 | 20.5% | 11.0% |
| 营收同比 | -2.4% | 8.1% |
| 净利润同比 | 49.6% | -3.9% |
| 每股收益（稀释后） | — | $27.63 |
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ANDEAZO
| Q1 26 | — | $4.3B | ||
| Q4 25 | $329.5M | $4.6B | ||
| Q3 25 | $295.8M | $6.2B | ||
| Q2 25 | $535.0M | $4.5B | ||
| Q1 25 | $370.8M | $4.0B | ||
| Q4 24 | $337.5M | $4.3B | ||
| Q3 24 | $231.9M | $6.2B | ||
| Q2 24 | $492.5M | $4.2B |
净利润ANDEAZO
| Q1 26 | — | $468.9M | ||
| Q4 25 | $67.4M | $530.8M | ||
| Q3 25 | $20.1M | $837.0M | ||
| Q2 25 | $7.9M | $608.4M | ||
| Q1 25 | $284.0K | $487.9M | ||
| Q4 24 | $45.1M | $564.9M | ||
| Q3 24 | $27.4M | $902.2M | ||
| Q2 24 | $36.0M | $651.7M |
毛利率ANDEAZO
| Q1 26 | — | 52.5% | ||
| Q4 25 | 70.3% | 51.0% | ||
| Q3 25 | 57.8% | 51.5% | ||
| Q2 25 | 29.6% | 52.7% | ||
| Q1 25 | 41.2% | 53.9% | ||
| Q4 24 | 63.1% | 53.0% | ||
| Q3 24 | 76.4% | 52.5% | ||
| Q2 24 | 35.6% | 53.5% |
营业利润率ANDEAZO
| Q1 26 | — | 16.3% | ||
| Q4 25 | 26.6% | 16.9% | ||
| Q3 25 | 8.7% | 19.2% | ||
| Q2 25 | 4.6% | 19.4% | ||
| Q1 25 | 0.9% | 17.9% | ||
| Q4 24 | 19.9% | 19.7% | ||
| Q3 24 | 26.8% | 20.9% | ||
| Q2 24 | 11.6% | 21.3% |
净利率ANDEAZO
| Q1 26 | — | 11.0% | ||
| Q4 25 | 20.5% | 11.5% | ||
| Q3 25 | 6.8% | 13.4% | ||
| Q2 25 | 1.5% | 13.6% | ||
| Q1 25 | 0.1% | 12.3% | ||
| Q4 24 | 13.4% | 13.2% | ||
| Q3 24 | 11.8% | 14.5% | ||
| Q2 24 | 7.3% | 15.4% |
每股收益（稀释后）ANDEAZO
| Q1 26 | — | $27.63 | ||
| Q4 25 | — | $31.04 | ||
| Q3 25 | $0.59 | $48.70 | ||
| Q2 25 | $0.23 | $35.36 | ||
| Q1 25 | $0.01 | $28.29 | ||
| Q4 24 | $1.31 | $32.52 | ||
| Q3 24 | $0.80 | $51.42 | ||
| Q2 24 | $1.05 | $36.69 |
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 | $98.3M | $285.5M |
| 总债务越低越好 | $560.0M | — |
| 股东权益账面价值 | $1.2B | $-2.9B |
| 总资产 | $3.7B | $20.4B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资ANDEAZO
| Q1 26 | — | $285.5M | ||
| Q4 25 | $98.3M | $287.6M | ||
| Q3 25 | — | $271.8M | ||
| Q2 25 | — | $268.6M | ||
| Q1 25 | — | $300.9M | ||
| Q4 24 | $561.8M | $304.0M | ||
| Q3 24 | — | $298.2M | ||
| Q2 24 | — | $275.4M |
总债务ANDEAZO
| Q1 26 | — | — | ||
| Q4 25 | $560.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $608.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ANDEAZO
| Q1 26 | — | $-2.9B | ||
| Q4 25 | $1.2B | $-3.2B | ||
| Q3 25 | $1.2B | $-3.4B | ||
| Q2 25 | $1.4B | $-4.0B | ||
| Q1 25 | $1.4B | $-4.5B | ||
| Q4 24 | $1.4B | $-4.7B | ||
| Q3 24 | $1.3B | $-4.7B | ||
| Q2 24 | $1.3B | $-4.8B |
总资产ANDEAZO
| Q1 26 | — | $20.4B | ||
| Q4 25 | $3.7B | $19.7B | ||
| Q3 25 | $3.3B | $19.4B | ||
| Q2 25 | $3.4B | $18.6B | ||
| Q1 25 | $3.8B | $18.1B | ||
| Q4 24 | $4.1B | $17.5B | ||
| Q3 24 | $3.4B | $17.2B | ||
| Q2 24 | $3.3B | $17.1B |
负债/权益比ANDEAZO
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-6.2M | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $-77.1M | $35.6M |
| 自由现金流率自由现金流/营收 | -23.4% | 0.8% |
| 资本支出强度资本支出/营收 | 21.5% | 7.9% |
| 现金转化率经营现金流/净利润 | -0.09× | 0.80× |
| 过去12个月自由现金流最近4个季度 | $-56.1M | $1.6B |
8季度趋势，按日历期对齐
经营现金流ANDEAZO
| Q1 26 | — | $373.4M | ||
| Q4 25 | $-6.2M | $944.2M | ||
| Q3 25 | $233.9M | $952.8M | ||
| Q2 25 | $299.3M | $769.0M | ||
| Q1 25 | $-350.0M | $583.7M | ||
| Q4 24 | $268.8M | $811.8M | ||
| Q3 24 | $-2.1M | $1.1B | ||
| Q2 24 | $304.4M | $669.5M |
自由现金流ANDEAZO
| Q1 26 | — | $35.6M | ||
| Q4 25 | $-77.1M | $630.0M | ||
| Q3 25 | $167.0M | $511.1M | ||
| Q2 25 | $250.5M | $423.1M | ||
| Q1 25 | $-396.6M | $291.0M | ||
| Q4 24 | $212.9M | $564.8M | ||
| Q3 24 | $-40.0M | $723.5M | ||
| Q2 24 | $275.8M | $434.4M |
自由现金流率ANDEAZO
| Q1 26 | — | 0.8% | ||
| Q4 25 | -23.4% | 13.6% | ||
| Q3 25 | 56.5% | 8.2% | ||
| Q2 25 | 46.8% | 9.5% | ||
| Q1 25 | -106.9% | 7.4% | ||
| Q4 24 | 63.1% | 13.2% | ||
| Q3 24 | -17.2% | 11.7% | ||
| Q2 24 | 56.0% | 10.3% |
资本支出强度ANDEAZO
| Q1 26 | — | 7.9% | ||
| Q4 25 | 21.5% | 6.8% | ||
| Q3 25 | 22.6% | 7.1% | ||
| Q2 25 | 9.1% | 7.7% | ||
| Q1 25 | 12.6% | 7.4% | ||
| Q4 24 | 16.6% | 5.8% | ||
| Q3 24 | 16.3% | 5.6% | ||
| Q2 24 | 5.8% | 5.6% |
现金转化率ANDEAZO
| Q1 26 | — | 0.80× | ||
| Q4 25 | -0.09× | 1.78× | ||
| Q3 25 | 11.61× | 1.14× | ||
| Q2 25 | 38.10× | 1.26× | ||
| Q1 25 | -1232.46× | 1.20× | ||
| Q4 24 | 5.96× | 1.44× | ||
| Q3 24 | -0.08× | 1.19× | ||
| Q2 24 | 8.46× | 1.03× |
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
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
AZO
暂无分部数据
