vs
艾睿电子（ARW）与AutoZone（AZO）财务数据对比。点击上方公司名可切换其他公司
艾睿电子的季度营收约是AutoZone的2.0倍（$8.7B vs $4.3B）。AutoZone净利率更高（11.0% vs 2.2%，领先8.7%）。艾睿电子同比增速更快（20.1% vs 8.1%）。艾睿电子自由现金流更多（$172.6M vs $35.6M）。过去两年艾睿电子的营收复合增速更高（12.4% vs 0.5%）
艾睿电子是总部位于美国科罗拉多州森特纳尼尔的企业，为全球客户提供电子元器件与企业计算产品，面向原始设备制造商、增值经销商、合同制造商等商业客户提供分销及增值服务，位列美国财富500强第154位。
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。
ARW vs AZO — 直观对比
营收规模更大
ARW
是对方的2.0倍
$4.3B
营收增速更快
ARW
高出11.9%
8.1%
净利率更高
AZO
高出8.7%
2.2%
自由现金流更多
ARW
多$136.9M
$35.6M
两年增速更快
ARW
近两年复合增速
0.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $8.7B | $4.3B |
| 净利润 | $194.6M | $468.9M |
| 毛利率 | 11.5% | 52.5% |
| 营业利润率 | 3.4% | 16.3% |
| 净利率 | 2.2% | 11.0% |
| 营收同比 | 20.1% | 8.1% |
| 净利润同比 | 96.2% | -3.9% |
| 每股收益（稀释后） | $3.74 | $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ARWAZO
| Q1 26 | — | $4.3B | ||
| Q4 25 | $8.7B | $4.6B | ||
| Q3 25 | $7.7B | $6.2B | ||
| Q2 25 | $7.6B | $4.5B | ||
| Q1 25 | $6.8B | $4.0B | ||
| Q4 24 | $7.3B | $4.3B | ||
| Q3 24 | $6.8B | $6.2B | ||
| Q2 24 | $6.9B | $4.2B |
净利润ARWAZO
| Q1 26 | — | $468.9M | ||
| Q4 25 | $194.6M | $530.8M | ||
| Q3 25 | $109.2M | $837.0M | ||
| Q2 25 | $187.7M | $608.4M | ||
| Q1 25 | $79.7M | $487.9M | ||
| Q4 24 | $99.2M | $564.9M | ||
| Q3 24 | $100.6M | $902.2M | ||
| Q2 24 | $108.7M | $651.7M |
毛利率ARWAZO
| Q1 26 | — | 52.5% | ||
| Q4 25 | 11.5% | 51.0% | ||
| Q3 25 | 10.8% | 51.5% | ||
| Q2 25 | 11.2% | 52.7% | ||
| Q1 25 | 11.4% | 53.9% | ||
| Q4 24 | 11.0% | 53.0% | ||
| Q3 24 | 11.5% | 52.5% | ||
| Q2 24 | 12.3% | 53.5% |
营业利润率ARWAZO
| Q1 26 | — | 16.3% | ||
| Q4 25 | 3.4% | 16.9% | ||
| Q3 25 | 2.3% | 19.2% | ||
| Q2 25 | 2.5% | 19.4% | ||
| Q1 25 | 2.3% | 17.9% | ||
| Q4 24 | 2.7% | 19.7% | ||
| Q3 24 | 2.6% | 20.9% | ||
| Q2 24 | 3.1% | 21.3% |
净利率ARWAZO
| Q1 26 | — | 11.0% | ||
| Q4 25 | 2.2% | 11.5% | ||
| Q3 25 | 1.4% | 13.4% | ||
| Q2 25 | 2.5% | 13.6% | ||
| Q1 25 | 1.2% | 12.3% | ||
| Q4 24 | 1.4% | 13.2% | ||
| Q3 24 | 1.5% | 14.5% | ||
| Q2 24 | 1.6% | 15.4% |
每股收益（稀释后）ARWAZO
| Q1 26 | — | $27.63 | ||
| Q4 25 | $3.74 | $31.04 | ||
| Q3 25 | $2.09 | $48.70 | ||
| Q2 25 | $3.59 | $35.36 | ||
| Q1 25 | $1.51 | $28.29 | ||
| Q4 24 | $1.87 | $32.52 | ||
| Q3 24 | $1.88 | $51.42 | ||
| Q2 24 | $2.01 | $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 | $306.5M | $285.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.6B | $-2.9B |
| 总资产 | $29.1B | $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ARWAZO
| Q1 26 | — | $285.5M | ||
| Q4 25 | $306.5M | $287.6M | ||
| Q3 25 | $213.6M | $271.8M | ||
| Q2 25 | $222.0M | $268.6M | ||
| Q1 25 | $231.9M | $300.9M | ||
| Q4 24 | $188.8M | $304.0M | ||
| Q3 24 | $248.0M | $298.2M | ||
| Q2 24 | $213.0M | $275.4M |
股东权益ARWAZO
| Q1 26 | — | $-2.9B | ||
| Q4 25 | $6.6B | $-3.2B | ||
| Q3 25 | $6.4B | $-3.4B | ||
| Q2 25 | $6.3B | $-4.0B | ||
| Q1 25 | $5.9B | $-4.5B | ||
| Q4 24 | $5.8B | $-4.7B | ||
| Q3 24 | $6.0B | $-4.7B | ||
| Q2 24 | $5.7B | $-4.8B |
总资产ARWAZO
| Q1 26 | — | $20.4B | ||
| Q4 25 | $29.1B | $19.7B | ||
| Q3 25 | $24.5B | $19.4B | ||
| Q2 25 | $24.3B | $18.6B | ||
| Q1 25 | $21.4B | $18.1B | ||
| Q4 24 | $21.8B | $17.5B | ||
| Q3 24 | $20.9B | $17.2B | ||
| Q2 24 | $20.1B | $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 | $199.9M | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $172.6M | $35.6M |
| 自由现金流率自由现金流/营收 | 2.0% | 0.8% |
| 资本支出强度资本支出/营收 | 0.3% | 7.9% |
| 现金转化率经营现金流/净利润 | 1.03× | 0.80× |
| 过去12个月自由现金流最近4个季度 | $-37.2M | $1.6B |
8季度趋势，按日历期对齐
经营现金流ARWAZO
| Q1 26 | — | $373.4M | ||
| Q4 25 | $199.9M | $944.2M | ||
| Q3 25 | $-281.7M | $952.8M | ||
| Q2 25 | $-205.9M | $769.0M | ||
| Q1 25 | $351.7M | $583.7M | ||
| Q4 24 | $326.5M | $811.8M | ||
| Q3 24 | $80.6M | $1.1B | ||
| Q2 24 | $320.2M | $669.5M |
自由现金流ARWAZO
| Q1 26 | — | $35.6M | ||
| Q4 25 | $172.6M | $630.0M | ||
| Q3 25 | $-312.0M | $511.1M | ||
| Q2 25 | $-224.5M | $423.1M | ||
| Q1 25 | $326.7M | $291.0M | ||
| Q4 24 | $303.9M | $564.8M | ||
| Q3 24 | $62.0M | $723.5M | ||
| Q2 24 | $298.1M | $434.4M |
自由现金流率ARWAZO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 2.0% | 13.6% | ||
| Q3 25 | -4.0% | 8.2% | ||
| Q2 25 | -3.0% | 9.5% | ||
| Q1 25 | 4.8% | 7.4% | ||
| Q4 24 | 4.2% | 13.2% | ||
| Q3 24 | 0.9% | 11.7% | ||
| Q2 24 | 4.3% | 10.3% |
资本支出强度ARWAZO
| Q1 26 | — | 7.9% | ||
| Q4 25 | 0.3% | 6.8% | ||
| Q3 25 | 0.4% | 7.1% | ||
| Q2 25 | 0.2% | 7.7% | ||
| Q1 25 | 0.4% | 7.4% | ||
| Q4 24 | 0.3% | 5.8% | ||
| Q3 24 | 0.3% | 5.6% | ||
| Q2 24 | 0.3% | 5.6% |
现金转化率ARWAZO
| Q1 26 | — | 0.80× | ||
| Q4 25 | 1.03× | 1.78× | ||
| Q3 25 | -2.58× | 1.14× | ||
| Q2 25 | -1.10× | 1.26× | ||
| Q1 25 | 4.41× | 1.20× | ||
| Q4 24 | 3.29× | 1.44× | ||
| Q3 24 | 0.80× | 1.19× | ||
| Q2 24 | 2.95× | 1.03× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
