vs
Aterian, Inc.（ATER）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Aterian, Inc.的282.5倍（$4.3B vs $15.1M）。AutoZone净利率更高（11.0% vs -52.5%，领先63.5%）。AutoZone同比增速更快（8.1% vs -38.5%）。AutoZone自由现金流更多（$35.6M vs $-1.0M）。过去两年AutoZone的营收复合增速更高（0.5% vs -13.5%）
Aterian, Inc.是一家技术驱动的消费品企业，依托人工智能与数据分析挖掘市场需求，开发、采购并销售家居、个护、健康、户外、宠物用品等多品类高性价比商品，主要通过全球主流电商平台销往北美、欧洲等核心市场。
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。
ATER vs AZO — 直观对比
营收规模更大
AZO
是对方的282.5倍
$15.1M
营收增速更快
AZO
高出46.7%
-38.5%
净利率更高
AZO
高出63.5%
-52.5%
自由现金流更多
AZO
多$36.7M
$-1.0M
两年增速更快
AZO
近两年复合增速
-13.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $15.1M | $4.3B |
| 净利润 | $-7.9M | $468.9M |
| 毛利率 | 56.1% | 52.5% |
| 营业利润率 | -51.1% | 16.3% |
| 净利率 | -52.5% | 11.0% |
| 营收同比 | -38.5% | 8.1% |
| 净利润同比 | -512.2% | -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ATERAZO
| Q1 26 | — | $4.3B | ||
| Q4 25 | $15.1M | $4.6B | ||
| Q3 25 | $19.0M | $6.2B | ||
| Q2 25 | $19.5M | $4.5B | ||
| Q1 25 | $15.4M | $4.0B | ||
| Q4 24 | $24.6M | $4.3B | ||
| Q3 24 | $26.2M | $6.2B | ||
| Q2 24 | $28.0M | $4.2B |
净利润ATERAZO
| Q1 26 | — | $468.9M | ||
| Q4 25 | $-7.9M | $530.8M | ||
| Q3 25 | $-2.3M | $837.0M | ||
| Q2 25 | $-4.9M | $608.4M | ||
| Q1 25 | $-3.9M | $487.9M | ||
| Q4 24 | $-1.3M | $564.9M | ||
| Q3 24 | $-1.8M | $902.2M | ||
| Q2 24 | $-3.6M | $651.7M |
毛利率ATERAZO
| Q1 26 | — | 52.5% | ||
| Q4 25 | 56.1% | 51.0% | ||
| Q3 25 | 56.1% | 51.5% | ||
| Q2 25 | 54.3% | 52.7% | ||
| Q1 25 | 61.4% | 53.9% | ||
| Q4 24 | 63.4% | 53.0% | ||
| Q3 24 | 60.3% | 52.5% | ||
| Q2 24 | 60.4% | 53.5% |
营业利润率ATERAZO
| Q1 26 | — | 16.3% | ||
| Q4 25 | -51.1% | 16.9% | ||
| Q3 25 | -10.7% | 19.2% | ||
| Q2 25 | -23.1% | 19.4% | ||
| Q1 25 | -24.1% | 17.9% | ||
| Q4 24 | -6.5% | 19.7% | ||
| Q3 24 | -6.6% | 20.9% | ||
| Q2 24 | -11.5% | 21.3% |
净利率ATERAZO
| Q1 26 | — | 11.0% | ||
| Q4 25 | -52.5% | 11.5% | ||
| Q3 25 | -12.0% | 13.4% | ||
| Q2 25 | -25.0% | 13.6% | ||
| Q1 25 | -25.4% | 12.3% | ||
| Q4 24 | -5.3% | 13.2% | ||
| Q3 24 | -6.8% | 14.5% | ||
| Q2 24 | -13.0% | 15.4% |
每股收益（稀释后）ATERAZO
| Q1 26 | — | $27.63 | ||
| Q4 25 | — | $31.04 | ||
| Q3 25 | — | $48.70 | ||
| Q2 25 | — | $35.36 | ||
| Q1 25 | — | $28.29 | ||
| Q4 24 | — | $32.52 | ||
| Q3 24 | — | $51.42 | ||
| Q2 24 | — | $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 | $4.9M | $285.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $15.2M | $-2.9B |
| 总资产 | $29.6M | $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ATERAZO
| Q1 26 | — | $285.5M | ||
| Q4 25 | $4.9M | $287.6M | ||
| Q3 25 | $7.6M | $271.8M | ||
| Q2 25 | $10.5M | $268.6M | ||
| Q1 25 | $14.3M | $300.9M | ||
| Q4 24 | $18.0M | $304.0M | ||
| Q3 24 | $16.1M | $298.2M | ||
| Q2 24 | $20.3M | $275.4M |
股东权益ATERAZO
| Q1 26 | — | $-2.9B | ||
| Q4 25 | $15.2M | $-3.2B | ||
| Q3 25 | $22.6M | $-3.4B | ||
| Q2 25 | $24.3M | $-4.0B | ||
| Q1 25 | $27.0M | $-4.5B | ||
| Q4 24 | $30.0M | $-4.7B | ||
| Q3 24 | $30.6M | $-4.7B | ||
| Q2 24 | $30.9M | $-4.8B |
总资产ATERAZO
| Q1 26 | — | $20.4B | ||
| Q4 25 | $29.6M | $19.7B | ||
| Q3 25 | $40.1M | $19.4B | ||
| Q2 25 | $45.4M | $18.6B | ||
| Q1 25 | $49.8M | $18.1B | ||
| Q4 24 | $49.5M | $17.5B | ||
| Q3 24 | $52.1M | $17.2B | ||
| Q2 24 | $59.9M | $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 | $-1.0M | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $35.6M |
| 自由现金流率自由现金流/营收 | -6.9% | 0.8% |
| 资本支出强度资本支出/营收 | 0.0% | 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 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流ATERAZO
| Q1 26 | — | $373.4M | ||
| Q4 25 | $-1.0M | $944.2M | ||
| Q3 25 | $-1.6M | $952.8M | ||
| Q2 25 | $-4.4M | $769.0M | ||
| Q1 25 | $-3.9M | $583.7M | ||
| Q4 24 | $-9.0K | $811.8M | ||
| Q3 24 | $-722.0K | $1.1B | ||
| Q2 24 | $2.9M | $669.5M |
自由现金流ATERAZO
| Q1 26 | — | $35.6M | ||
| Q4 25 | $-1.0M | $630.0M | ||
| Q3 25 | $-1.6M | $511.1M | ||
| Q2 25 | $-4.4M | $423.1M | ||
| Q1 25 | — | $291.0M | ||
| Q4 24 | — | $564.8M | ||
| Q3 24 | — | $723.5M | ||
| Q2 24 | $2.9M | $434.4M |
自由现金流率ATERAZO
| Q1 26 | — | 0.8% | ||
| Q4 25 | -6.9% | 13.6% | ||
| Q3 25 | -8.4% | 8.2% | ||
| Q2 25 | -22.7% | 9.5% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | 10.3% | 10.3% |
资本支出强度ATERAZO
| Q1 26 | — | 7.9% | ||
| Q4 25 | 0.0% | 6.8% | ||
| Q3 25 | 0.2% | 7.1% | ||
| Q2 25 | 0.0% | 7.7% | ||
| Q1 25 | 0.0% | 7.4% | ||
| Q4 24 | 0.0% | 5.8% | ||
| Q3 24 | 0.0% | 5.6% | ||
| Q2 24 | 0.0% | 5.6% |
现金转化率ATERAZO
| Q1 26 | — | 0.80× | ||
| Q4 25 | — | 1.78× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.26× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 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
ATER
| Sales Channel Directly To Consumer | $13.1M | 87% |
| Heating Cooling And Air Quality | $2.1M | 14% |
AZO
暂无分部数据
