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Arhaus, Inc.（ARHS）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Arhaus, Inc.的11.7倍（$4.3B vs $364.8M）。AutoZone净利率更高（11.0% vs 4.1%，领先6.8%）。AutoZone同比增速更快（8.1% vs 5.1%）。AutoZone自由现金流更多（$35.6M vs $-8.8M）。过去两年Arhaus, Inc.的营收复合增速更高（11.2% vs 0.5%）
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
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。
ARHS vs AZO — 直观对比
营收规模更大
AZO
是对方的11.7倍
$364.8M
营收增速更快
AZO
高出3.0%
5.1%
净利率更高
AZO
高出6.8%
4.1%
自由现金流更多
AZO
多$44.4M
$-8.8M
两年增速更快
ARHS
近两年复合增速
0.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $364.8M | $4.3B |
| 净利润 | $15.1M | $468.9M |
| 毛利率 | 38.1% | 52.5% |
| 营业利润率 | 5.6% | 16.3% |
| 净利率 | 4.1% | 11.0% |
| 营收同比 | 5.1% | 8.1% |
| 净利润同比 | -29.1% | -3.9% |
| 每股收益（稀释后） | $0.11 | $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ARHSAZO
| Q1 26 | — | $4.3B | ||
| Q4 25 | $364.8M | $4.6B | ||
| Q3 25 | $344.6M | $6.2B | ||
| Q2 25 | $358.4M | $4.5B | ||
| Q1 25 | $311.4M | $4.0B | ||
| Q4 24 | $347.0M | $4.3B | ||
| Q3 24 | $319.1M | $6.2B | ||
| Q2 24 | $309.8M | $4.2B |
净利润ARHSAZO
| Q1 26 | — | $468.9M | ||
| Q4 25 | $15.1M | $530.8M | ||
| Q3 25 | $12.2M | $837.0M | ||
| Q2 25 | $35.1M | $608.4M | ||
| Q1 25 | $4.9M | $487.9M | ||
| Q4 24 | $21.3M | $564.9M | ||
| Q3 24 | $9.9M | $902.2M | ||
| Q2 24 | $22.2M | $651.7M |
毛利率ARHSAZO
| Q1 26 | — | 52.5% | ||
| Q4 25 | 38.1% | 51.0% | ||
| Q3 25 | 38.7% | 51.5% | ||
| Q2 25 | 41.4% | 52.7% | ||
| Q1 25 | 37.1% | 53.9% | ||
| Q4 24 | 40.0% | 53.0% | ||
| Q3 24 | 38.6% | 52.5% | ||
| Q2 24 | 40.1% | 53.5% |
营业利润率ARHSAZO
| Q1 26 | — | 16.3% | ||
| Q4 25 | 5.6% | 16.9% | ||
| Q3 25 | 4.8% | 19.2% | ||
| Q2 25 | 13.0% | 19.4% | ||
| Q1 25 | 1.7% | 17.9% | ||
| Q4 24 | 8.2% | 19.7% | ||
| Q3 24 | 3.3% | 20.9% | ||
| Q2 24 | 9.5% | 21.3% |
净利率ARHSAZO
| Q1 26 | — | 11.0% | ||
| Q4 25 | 4.1% | 11.5% | ||
| Q3 25 | 3.5% | 13.4% | ||
| Q2 25 | 9.8% | 13.6% | ||
| Q1 25 | 1.6% | 12.3% | ||
| Q4 24 | 6.1% | 13.2% | ||
| Q3 24 | 3.1% | 14.5% | ||
| Q2 24 | 7.2% | 15.4% |
每股收益（稀释后）ARHSAZO
| Q1 26 | — | $27.63 | ||
| Q4 25 | $0.11 | $31.04 | ||
| Q3 25 | $0.09 | $48.70 | ||
| Q2 25 | $0.25 | $35.36 | ||
| Q1 25 | $0.03 | $28.29 | ||
| Q4 24 | $0.15 | $32.52 | ||
| Q3 24 | $0.07 | $51.42 | ||
| Q2 24 | $0.16 | $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 | $253.4M | $285.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $418.2M | $-2.9B |
| 总资产 | $1.4B | $20.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ARHSAZO
| Q1 26 | — | $285.5M | ||
| Q4 25 | $253.4M | $287.6M | ||
| Q3 25 | $262.2M | $271.8M | ||
| Q2 25 | $234.8M | $268.6M | ||
| Q1 25 | $214.4M | $300.9M | ||
| Q4 24 | $197.5M | $304.0M | ||
| Q3 24 | $177.7M | $298.2M | ||
| Q2 24 | $174.2M | $275.4M |
股东权益ARHSAZO
| Q1 26 | — | $-2.9B | ||
| Q4 25 | $418.2M | $-3.2B | ||
| Q3 25 | $400.4M | $-3.4B | ||
| Q2 25 | $385.6M | $-4.0B | ||
| Q1 25 | $348.8M | $-4.5B | ||
| Q4 24 | $343.7M | $-4.7B | ||
| Q3 24 | $320.6M | $-4.7B | ||
| Q2 24 | $309.3M | $-4.8B |
总资产ARHSAZO
| Q1 26 | — | $20.4B | ||
| Q4 25 | $1.4B | $19.7B | ||
| Q3 25 | $1.4B | $19.4B | ||
| Q2 25 | $1.3B | $18.6B | ||
| Q1 25 | $1.3B | $18.1B | ||
| Q4 24 | $1.2B | $17.5B | ||
| Q3 24 | $1.2B | $17.2B | ||
| Q2 24 | $1.2B | $17.1B |
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 | $9.3M | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.8M | $35.6M |
| 自由现金流率自由现金流/营收 | -2.4% | 0.8% |
| 资本支出强度资本支出/营收 | 5.0% | 7.9% |
| 现金转化率经营现金流/净利润 | 0.62× | 0.80× |
| 过去12个月自由现金流最近4个季度 | $59.0M | $1.6B |
8季度趋势，按日历期对齐
经营现金流ARHSAZO
| Q1 26 | — | $373.4M | ||
| Q4 25 | $9.3M | $944.2M | ||
| Q3 25 | $46.1M | $952.8M | ||
| Q2 25 | $34.9M | $769.0M | ||
| Q1 25 | $46.5M | $583.7M | ||
| Q4 24 | $31.7M | $811.8M | ||
| Q3 24 | $31.1M | $1.1B | ||
| Q2 24 | $47.5M | $669.5M |
自由现金流ARHSAZO
| Q1 26 | — | $35.6M | ||
| Q4 25 | $-8.8M | $630.0M | ||
| Q3 25 | $28.0M | $511.1M | ||
| Q2 25 | $20.9M | $423.1M | ||
| Q1 25 | $18.9M | $291.0M | ||
| Q4 24 | $13.0M | $564.8M | ||
| Q3 24 | $4.6M | $723.5M | ||
| Q2 24 | $11.3M | $434.4M |
自由现金流率ARHSAZO
| Q1 26 | — | 0.8% | ||
| Q4 25 | -2.4% | 13.6% | ||
| Q3 25 | 8.1% | 8.2% | ||
| Q2 25 | 5.8% | 9.5% | ||
| Q1 25 | 6.1% | 7.4% | ||
| Q4 24 | 3.7% | 13.2% | ||
| Q3 24 | 1.4% | 11.7% | ||
| Q2 24 | 3.6% | 10.3% |
资本支出强度ARHSAZO
| Q1 26 | — | 7.9% | ||
| Q4 25 | 5.0% | 6.8% | ||
| Q3 25 | 5.3% | 7.1% | ||
| Q2 25 | 3.9% | 7.7% | ||
| Q1 25 | 8.9% | 7.4% | ||
| Q4 24 | 5.4% | 5.8% | ||
| Q3 24 | 8.3% | 5.6% | ||
| Q2 24 | 11.7% | 5.6% |
现金转化率ARHSAZO
| Q1 26 | — | 0.80× | ||
| Q4 25 | 0.62× | 1.78× | ||
| Q3 25 | 3.77× | 1.14× | ||
| Q2 25 | 1.00× | 1.26× | ||
| Q1 25 | 9.53× | 1.20× | ||
| Q4 24 | 1.49× | 1.44× | ||
| Q3 24 | 3.14× | 1.19× | ||
| Q2 24 | 2.14× | 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
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
AZO
暂无分部数据
