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AeroVironment Inc（AVAV）与MONRO, INC.（MNRO）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是MONRO, INC.的1.6倍（$472.5M vs $293.4M），MONRO, INC.净利率更高（3.8% vs -3.6%，领先7.4%），AeroVironment Inc同比增速更快（181.9% vs -4.0%），MONRO, INC.自由现金流更多（$9.1M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -2.7%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
AVAV vs MNRO — 直观对比
营收规模更大
AVAV
是对方的1.6倍
$293.4M
营收增速更快
AVAV
高出185.9%
-4.0%
净利率更高
MNRO
高出7.4%
-3.6%
自由现金流更多
MNRO
多$65.0M
$-55.9M
两年增速更快
AVAV
近两年复合增速
-2.7%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $293.4M |
| 净利润 | $-17.1M | $11.1M |
| 毛利率 | 22.0% | 34.9% |
| 营业利润率 | -6.4% | 6.3% |
| 净利率 | -3.6% | 3.8% |
| 营收同比 | 181.9% | -4.0% |
| 净利润同比 | -875.1% | 143.1% |
| 每股收益（稀释后） | $-0.34 | $0.35 |
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AVAVMNRO
| Q4 25 | $472.5M | $293.4M | ||
| Q3 25 | $454.7M | $288.9M | ||
| Q2 25 | $275.1M | $301.0M | ||
| Q1 25 | $167.6M | $295.0M | ||
| Q4 24 | $188.5M | $305.8M | ||
| Q3 24 | $189.5M | $301.4M | ||
| Q2 24 | $197.0M | $293.2M | ||
| Q1 24 | $186.6M | $310.1M |
净利润AVAVMNRO
| Q4 25 | $-17.1M | $11.1M | ||
| Q3 25 | $-67.4M | $5.7M | ||
| Q2 25 | $16.7M | $-8.1M | ||
| Q1 25 | $-1.8M | $-21.3M | ||
| Q4 24 | $7.5M | $4.6M | ||
| Q3 24 | $21.2M | $5.6M | ||
| Q2 24 | $6.0M | $5.9M | ||
| Q1 24 | $13.9M | $3.7M |
毛利率AVAVMNRO
| Q4 25 | 22.0% | 34.9% | ||
| Q3 25 | 20.9% | 35.7% | ||
| Q2 25 | 36.5% | 35.5% | ||
| Q1 25 | 37.7% | 33.0% | ||
| Q4 24 | 39.1% | 34.3% | ||
| Q3 24 | 43.0% | 35.3% | ||
| Q2 24 | 38.4% | 37.2% | ||
| Q1 24 | 36.1% | 35.5% |
营业利润率AVAVMNRO
| Q4 25 | -6.4% | 6.3% | ||
| Q3 25 | -15.2% | 4.4% | ||
| Q2 25 | 5.0% | -2.0% | ||
| Q1 25 | -1.8% | -8.1% | ||
| Q4 24 | 3.7% | 3.3% | ||
| Q3 24 | 12.2% | 4.4% | ||
| Q2 24 | 3.0% | 4.5% | ||
| Q1 24 | 7.7% | 3.3% |
净利率AVAVMNRO
| Q4 25 | -3.6% | 3.8% | ||
| Q3 25 | -14.8% | 2.0% | ||
| Q2 25 | 6.1% | -2.7% | ||
| Q1 25 | -1.0% | -7.2% | ||
| Q4 24 | 4.0% | 1.5% | ||
| Q3 24 | 11.2% | 1.9% | ||
| Q2 24 | 3.1% | 2.0% | ||
| Q1 24 | 7.4% | 1.2% |
每股收益（稀释后）AVAVMNRO
| Q4 25 | $-0.34 | $0.35 | ||
| Q3 25 | $-1.44 | $0.18 | ||
| Q2 25 | $0.59 | $-0.28 | ||
| Q1 25 | $-0.06 | $-0.74 | ||
| Q4 24 | $0.27 | $0.15 | ||
| Q3 24 | $0.75 | $0.18 | ||
| Q2 24 | $0.18 | $0.19 | ||
| Q1 24 | $0.50 | $0.12 |
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 | $588.5M | $4.9M |
| 总债务越低越好 | $747.5M | $45.0M |
| 股东权益账面价值 | $4.4B | $604.9M |
| 总资产 | $5.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资AVAVMNRO
| Q4 25 | $588.5M | $4.9M | ||
| Q3 25 | $685.8M | $10.5M | ||
| Q2 25 | $40.9M | $7.8M | ||
| Q1 25 | $47.0M | $20.8M | ||
| Q4 24 | $69.0M | $10.2M | ||
| Q3 24 | $81.2M | $20.9M | ||
| Q2 24 | $73.3M | $18.7M | ||
| Q1 24 | $107.7M | $6.6M |
总债务AVAVMNRO
| Q4 25 | $747.5M | $45.0M | ||
| Q3 25 | $747.5M | $60.0M | ||
| Q2 25 | $30.0M | $71.5M | ||
| Q1 25 | $25.0M | $61.3M | ||
| Q4 24 | $15.0M | $59.3M | ||
| Q3 24 | $17.5M | $62.0M | ||
| Q2 24 | $28.0M | $112.0M | ||
| Q1 24 | $40.0M | $102.0M |
股东权益AVAVMNRO
| Q4 25 | $4.4B | $604.9M | ||
| Q3 25 | $4.4B | $601.7M | ||
| Q2 25 | $886.5M | $604.9M | ||
| Q1 25 | $861.1M | $620.8M | ||
| Q4 24 | $858.4M | $648.9M | ||
| Q3 24 | $845.5M | $651.9M | ||
| Q2 24 | $822.7M | $654.4M | ||
| Q1 24 | $813.0M | $656.8M |
总资产AVAVMNRO
| Q4 25 | $5.6B | $1.6B | ||
| Q3 25 | $5.6B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $999.2M | $1.7B | ||
| Q2 24 | $1.0B | $1.7B | ||
| Q1 24 | $980.3M | $1.7B |
负债/权益比AVAVMNRO
| Q4 25 | 0.17× | 0.07× | ||
| Q3 25 | 0.17× | 0.10× | ||
| Q2 25 | 0.03× | 0.12× | ||
| Q1 25 | 0.03× | 0.10× | ||
| Q4 24 | 0.02× | 0.09× | ||
| Q3 24 | 0.02× | 0.10× | ||
| Q2 24 | 0.03× | 0.17× | ||
| Q1 24 | 0.05× | 0.16× |
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 | $-45.1M | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $9.1M |
| 自由现金流率自由现金流/营收 | -11.8% | 3.1% |
| 资本支出强度资本支出/营收 | 2.3% | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $49.6M |
8季度趋势，按日历期对齐
经营现金流AVAVMNRO
| Q4 25 | $-45.1M | $17.8M | ||
| Q3 25 | $-123.7M | $32.3M | ||
| Q2 25 | $-264.0K | $-1.9M | ||
| Q1 25 | $-25.8M | $28.9M | ||
| Q4 24 | $-3.6M | $14.8M | ||
| Q3 24 | $28.4M | $62.6M | ||
| Q2 24 | $-11.7M | $25.6M | ||
| Q1 24 | $52.6M | $-5.3M |
自由现金流AVAVMNRO
| Q4 25 | $-55.9M | $9.1M | ||
| Q3 25 | $-146.5M | $26.6M | ||
| Q2 25 | $-8.8M | $-9.3M | ||
| Q1 25 | $-29.6M | $23.2M | ||
| Q4 24 | $-8.7M | $7.9M | ||
| Q3 24 | $22.9M | $57.6M | ||
| Q2 24 | $-20.8M | $16.8M | ||
| Q1 24 | $48.8M | $-11.9M |
自由现金流率AVAVMNRO
| Q4 25 | -11.8% | 3.1% | ||
| Q3 25 | -32.2% | 9.2% | ||
| Q2 25 | -3.2% | -3.1% | ||
| Q1 25 | -17.7% | 7.9% | ||
| Q4 24 | -4.6% | 2.6% | ||
| Q3 24 | 12.1% | 19.1% | ||
| Q2 24 | -10.5% | 5.7% | ||
| Q1 24 | 26.1% | -3.8% |
资本支出强度AVAVMNRO
| Q4 25 | 2.3% | 3.0% | ||
| Q3 25 | 5.0% | 2.0% | ||
| Q2 25 | 3.1% | 2.5% | ||
| Q1 25 | 2.3% | 1.9% | ||
| Q4 24 | 2.7% | 2.2% | ||
| Q3 24 | 2.9% | 1.6% | ||
| Q2 24 | 4.6% | 3.0% | ||
| Q1 24 | 2.0% | 2.1% |
现金转化率AVAVMNRO
| Q4 25 | — | 1.60× | ||
| Q3 25 | — | 5.71× | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | 3.23× | ||
| Q3 24 | 1.34× | 11.08× | ||
| Q2 24 | -1.93× | 4.37× | ||
| Q1 24 | 3.79× | -1.42× |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
