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ASPEN AEROGELS INC（ASPN）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ASPEN AEROGELS INC的103.4倍（$4.3B vs $41.3M）。AutoZone净利率更高（11.0% vs -176.4%，领先187.3%）。AutoZone同比增速更快（8.1% vs -66.4%）。AutoZone自由现金流更多（$35.6M vs $13.7M）。过去两年AutoZone的营收复合增速更高（0.5% vs -33.9%）
Aspen Aerogels Inc是全球领先的气凝胶基高性能隔热及热管理材料生产商，产品广泛应用于可再生能源、油气基础设施、航空航天、商业建筑与工业制造领域，核心市场覆盖北美、欧洲及亚太地区，旗下材料以优异的耐热性、防火性能和轻量化特性广受客户认可。
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。
ASPN vs AZO — 直观对比
营收规模更大
AZO
是对方的103.4倍
$41.3M
营收增速更快
AZO
高出74.6%
-66.4%
净利率更高
AZO
高出187.3%
-176.4%
自由现金流更多
AZO
多$22.0M
$13.7M
两年增速更快
AZO
近两年复合增速
-33.9%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $41.3M | $4.3B |
| 净利润 | $-72.9M | $468.9M |
| 毛利率 | -55.5% | 52.5% |
| 营业利润率 | -170.3% | 16.3% |
| 净利率 | -176.4% | 11.0% |
| 营收同比 | -66.4% | 8.1% |
| 净利润同比 | -741.7% | -3.9% |
| 每股收益（稀释后） | $-0.87 | $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ASPNAZO
| Q1 26 | — | $4.3B | ||
| Q4 25 | $41.3M | $4.6B | ||
| Q3 25 | $73.0M | $6.2B | ||
| Q2 25 | $78.0M | $4.5B | ||
| Q1 25 | $78.7M | $4.0B | ||
| Q4 24 | $123.1M | $4.3B | ||
| Q3 24 | $117.3M | $6.2B | ||
| Q2 24 | $117.8M | $4.2B |
净利润ASPNAZO
| Q1 26 | — | $468.9M | ||
| Q4 25 | $-72.9M | $530.8M | ||
| Q3 25 | $-6.3M | $837.0M | ||
| Q2 25 | $-9.1M | $608.4M | ||
| Q1 25 | $-301.2M | $487.9M | ||
| Q4 24 | $11.4M | $564.9M | ||
| Q3 24 | $-13.0M | $902.2M | ||
| Q2 24 | $16.8M | $651.7M |
毛利率ASPNAZO
| Q1 26 | — | 52.5% | ||
| Q4 25 | -55.5% | 51.0% | ||
| Q3 25 | 28.5% | 51.5% | ||
| Q2 25 | 32.4% | 52.7% | ||
| Q1 25 | 29.0% | 53.9% | ||
| Q4 24 | 38.3% | 53.0% | ||
| Q3 24 | 41.8% | 52.5% | ||
| Q2 24 | 43.8% | 53.5% |
营业利润率ASPNAZO
| Q1 26 | — | 16.3% | ||
| Q4 25 | -170.3% | 16.9% | ||
| Q3 25 | -4.6% | 19.2% | ||
| Q2 25 | -6.6% | 19.4% | ||
| Q1 25 | -380.2% | 17.9% | ||
| Q4 24 | 12.0% | 19.7% | ||
| Q3 24 | 14.8% | 20.9% | ||
| Q2 24 | 17.0% | 21.3% |
净利率ASPNAZO
| Q1 26 | — | 11.0% | ||
| Q4 25 | -176.4% | 11.5% | ||
| Q3 25 | -8.7% | 13.4% | ||
| Q2 25 | -11.6% | 13.6% | ||
| Q1 25 | -382.7% | 12.3% | ||
| Q4 24 | 9.2% | 13.2% | ||
| Q3 24 | -11.1% | 14.5% | ||
| Q2 24 | 14.3% | 15.4% |
每股收益（稀释后）ASPNAZO
| Q1 26 | — | $27.63 | ||
| Q4 25 | $-0.87 | $31.04 | ||
| Q3 25 | $-0.08 | $48.70 | ||
| Q2 25 | $-0.11 | $35.36 | ||
| Q1 25 | $-3.67 | $28.29 | ||
| Q4 24 | $0.15 | $32.52 | ||
| Q3 24 | $-0.17 | $51.42 | ||
| Q2 24 | $0.21 | $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 | $156.9M | $285.5M |
| 总债务越低越好 | $65.5M | — |
| 股东权益账面价值 | $235.5M | $-2.9B |
| 总资产 | $406.7M | $20.4B |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资ASPNAZO
| Q1 26 | — | $285.5M | ||
| Q4 25 | $156.9M | $287.6M | ||
| Q3 25 | $150.7M | $271.8M | ||
| Q2 25 | $167.6M | $268.6M | ||
| Q1 25 | $192.0M | $300.9M | ||
| Q4 24 | $220.9M | $304.0M | ||
| Q3 24 | $113.5M | $298.2M | ||
| Q2 24 | $91.4M | $275.4M |
总债务ASPNAZO
| Q1 26 | — | — | ||
| Q4 25 | $65.5M | — | ||
| Q3 25 | $70.1M | — | ||
| Q2 25 | $77.3M | — | ||
| Q1 25 | $95.4M | — | ||
| Q4 24 | $95.0M | — | ||
| Q3 24 | $93.7M | — | ||
| Q2 24 | — | — |
股东权益ASPNAZO
| Q1 26 | — | $-2.9B | ||
| Q4 25 | $235.5M | $-3.2B | ||
| Q3 25 | $305.7M | $-3.4B | ||
| Q2 25 | $308.8M | $-4.0B | ||
| Q1 25 | $314.8M | $-4.5B | ||
| Q4 24 | $614.7M | $-4.7B | ||
| Q3 24 | $507.6M | $-4.7B | ||
| Q2 24 | $517.8M | $-4.8B |
总资产ASPNAZO
| Q1 26 | — | $20.4B | ||
| Q4 25 | $406.7M | $19.7B | ||
| Q3 25 | $491.4M | $19.4B | ||
| Q2 25 | $525.1M | $18.6B | ||
| Q1 25 | $555.0M | $18.1B | ||
| Q4 24 | $895.1M | $17.5B | ||
| Q3 24 | $782.6M | $17.2B | ||
| Q2 24 | $748.6M | $17.1B |
负债/权益比ASPNAZO
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.18× | — | ||
| 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 | $16.1M | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $13.7M | $35.6M |
| 自由现金流率自由现金流/营收 | 33.1% | 0.8% |
| 资本支出强度资本支出/营收 | 6.0% | 7.9% |
| 现金转化率经营现金流/净利润 | — | 0.80× |
| 过去12个月自由现金流最近4个季度 | $-4.6M | $1.6B |
8季度趋势，按日历期对齐
经营现金流ASPNAZO
| Q1 26 | — | $373.4M | ||
| Q4 25 | $16.1M | $944.2M | ||
| Q3 25 | $15.0M | $952.8M | ||
| Q2 25 | $-3.9M | $769.0M | ||
| Q1 25 | $5.6M | $583.7M | ||
| Q4 24 | $35.7M | $811.8M | ||
| Q3 24 | $20.8M | $1.1B | ||
| Q2 24 | $6.8M | $669.5M |
自由现金流ASPNAZO
| Q1 26 | — | $35.6M | ||
| Q4 25 | $13.7M | $630.0M | ||
| Q3 25 | $5.9M | $511.1M | ||
| Q2 25 | $-16.8M | $423.1M | ||
| Q1 25 | $-7.4M | $291.0M | ||
| Q4 24 | $20.9M | $564.8M | ||
| Q3 24 | $-50.0K | $723.5M | ||
| Q2 24 | $-18.0M | $434.4M |
自由现金流率ASPNAZO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 33.1% | 13.6% | ||
| Q3 25 | 8.1% | 8.2% | ||
| Q2 25 | -21.6% | 9.5% | ||
| Q1 25 | -9.4% | 7.4% | ||
| Q4 24 | 17.0% | 13.2% | ||
| Q3 24 | -0.0% | 11.7% | ||
| Q2 24 | -15.3% | 10.3% |
资本支出强度ASPNAZO
| Q1 26 | — | 7.9% | ||
| Q4 25 | 6.0% | 6.8% | ||
| Q3 25 | 12.5% | 7.1% | ||
| Q2 25 | 16.5% | 7.7% | ||
| Q1 25 | 16.5% | 7.4% | ||
| Q4 24 | 12.0% | 5.8% | ||
| Q3 24 | 17.7% | 5.6% | ||
| Q2 24 | 21.1% | 5.6% |
现金转化率ASPNAZO
| Q1 26 | — | 0.80× | ||
| Q4 25 | — | 1.78× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.26× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | 3.14× | 1.44× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | 0.41× | 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
ASPN
| Energy Industrial | $14.5M | 35% |
| Other | $13.9M | 34% |
| Thermal Barrier | $12.9M | 31% |
AZO
暂无分部数据
