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安富利（AVT）与AutoZone（AZO）财务数据对比。点击上方公司名可切换其他公司
安富利的季度营收约是AutoZone的1.5倍（$6.3B vs $4.3B）。AutoZone净利率更高（11.0% vs 1.0%，领先10.0%）。安富利同比增速更快（11.6% vs 8.1%）。安富利自由现金流更多（$192.9M vs $35.6M）。过去两年安富利的营收复合增速更高（5.7% vs 0.5%）
安富利是全球知名的电子元器件分销商，总部位于美国亚利桑那州凤凰城，由查尔斯·安富利于1921年创立，最初起步于曼哈顿无线电街。1955年公司正式注册成立，1961年在纽约证券交易所上市，2018年5月8日转至纳斯达克挂牌交易，股票代码仍为AVT。
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。
AVT vs AZO — 直观对比
营收规模更大
AVT
是对方的1.5倍
$4.3B
营收增速更快
AVT
高出3.4%
8.1%
净利率更高
AZO
高出10.0%
1.0%
自由现金流更多
AVT
多$157.3M
$35.6M
两年增速更快
AVT
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $4.3B |
| 净利润 | $61.7M | $468.9M |
| 毛利率 | 10.5% | 52.5% |
| 营业利润率 | 2.3% | 16.3% |
| 净利率 | 1.0% | 11.0% |
| 营收同比 | 11.6% | 8.1% |
| 净利润同比 | -29.2% | -3.9% |
| 每股收益（稀释后） | $0.75 | $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AVTAZO
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.3B | $4.6B | ||
| Q3 25 | $5.9B | $6.2B | ||
| Q2 25 | $5.6B | $4.5B | ||
| Q1 25 | $5.3B | $4.0B | ||
| Q4 24 | $5.7B | $4.3B | ||
| Q3 24 | $5.6B | $6.2B | ||
| Q2 24 | $5.6B | $4.2B |
净利润AVTAZO
| Q1 26 | — | $468.9M | ||
| Q4 25 | $61.7M | $530.8M | ||
| Q3 25 | $51.7M | $837.0M | ||
| Q2 25 | $6.1M | $608.4M | ||
| Q1 25 | $87.9M | $487.9M | ||
| Q4 24 | $87.3M | $564.9M | ||
| Q3 24 | $59.0M | $902.2M | ||
| Q2 24 | $82.7M | $651.7M |
毛利率AVTAZO
| Q1 26 | — | 52.5% | ||
| Q4 25 | 10.5% | 51.0% | ||
| Q3 25 | 10.4% | 51.5% | ||
| Q2 25 | 10.6% | 52.7% | ||
| Q1 25 | 11.1% | 53.9% | ||
| Q4 24 | 10.5% | 53.0% | ||
| Q3 24 | 10.8% | 52.5% | ||
| Q2 24 | 11.6% | 53.5% |
营业利润率AVTAZO
| Q1 26 | — | 16.3% | ||
| Q4 25 | 2.3% | 16.9% | ||
| Q3 25 | 2.4% | 19.2% | ||
| Q2 25 | 1.3% | 19.4% | ||
| Q1 25 | 2.7% | 17.9% | ||
| Q4 24 | 2.7% | 19.7% | ||
| Q3 24 | 2.5% | 20.9% | ||
| Q2 24 | 3.0% | 21.3% |
净利率AVTAZO
| Q1 26 | — | 11.0% | ||
| Q4 25 | 1.0% | 11.5% | ||
| Q3 25 | 0.9% | 13.4% | ||
| Q2 25 | 0.1% | 13.6% | ||
| Q1 25 | 1.7% | 12.3% | ||
| Q4 24 | 1.5% | 13.2% | ||
| Q3 24 | 1.1% | 14.5% | ||
| Q2 24 | 1.5% | 15.4% |
每股收益（稀释后）AVTAZO
| Q1 26 | — | $27.63 | ||
| Q4 25 | $0.75 | $31.04 | ||
| Q3 25 | $0.61 | $48.70 | ||
| Q2 25 | $0.09 | $35.36 | ||
| Q1 25 | $1.01 | $28.29 | ||
| Q4 24 | $0.99 | $32.52 | ||
| Q3 24 | $0.66 | $51.42 | ||
| Q2 24 | $0.93 | $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 | $286.5M | $285.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.9B | $-2.9B |
| 总资产 | $13.2B | $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AVTAZO
| Q1 26 | — | $285.5M | ||
| Q4 25 | $286.5M | $287.6M | ||
| Q3 25 | $175.5M | $271.8M | ||
| Q2 25 | $192.4M | $268.6M | ||
| Q1 25 | $188.9M | $300.9M | ||
| Q4 24 | $172.1M | $304.0M | ||
| Q3 24 | $267.5M | $298.2M | ||
| Q2 24 | $310.9M | $275.4M |
股东权益AVTAZO
| Q1 26 | — | $-2.9B | ||
| Q4 25 | $4.9B | $-3.2B | ||
| Q3 25 | $4.8B | $-3.4B | ||
| Q2 25 | $5.0B | $-4.0B | ||
| Q1 25 | $4.9B | $-4.5B | ||
| Q4 24 | $4.8B | $-4.7B | ||
| Q3 24 | $5.0B | $-4.7B | ||
| Q2 24 | $4.9B | $-4.8B |
总资产AVTAZO
| Q1 26 | — | $20.4B | ||
| Q4 25 | $13.2B | $19.7B | ||
| Q3 25 | $12.4B | $19.4B | ||
| Q2 25 | $12.1B | $18.6B | ||
| Q1 25 | $11.7B | $18.1B | ||
| Q4 24 | $11.9B | $17.5B | ||
| Q3 24 | $12.6B | $17.2B | ||
| Q2 24 | $12.2B | $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 | $208.2M | $373.4M |
| 自由现金流经营现金流 - 资本支出 | $192.9M | $35.6M |
| 自由现金流率自由现金流/营收 | 3.1% | 0.8% |
| 资本支出强度资本支出/营收 | 0.2% | 7.9% |
| 现金转化率经营现金流/净利润 | 3.37× | 0.80× |
| 过去12个月自由现金流最近4个季度 | $217.7M | $1.6B |
8季度趋势，按日历期对齐
经营现金流AVTAZO
| Q1 26 | — | $373.4M | ||
| Q4 25 | $208.2M | $944.2M | ||
| Q3 25 | $-144.6M | $952.8M | ||
| Q2 25 | $139.5M | $769.0M | ||
| Q1 25 | $140.9M | $583.7M | ||
| Q4 24 | $337.8M | $811.8M | ||
| Q3 24 | $106.3M | $1.1B | ||
| Q2 24 | $274.3M | $669.5M |
自由现金流AVTAZO
| Q1 26 | — | $35.6M | ||
| Q4 25 | $192.9M | $630.0M | ||
| Q3 25 | $-169.2M | $511.1M | ||
| Q2 25 | $79.9M | $423.1M | ||
| Q1 25 | $114.1M | $291.0M | ||
| Q4 24 | $308.5M | $564.8M | ||
| Q3 24 | $74.5M | $723.5M | ||
| Q2 24 | $248.0M | $434.4M |
自由现金流率AVTAZO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 3.1% | 13.6% | ||
| Q3 25 | -2.9% | 8.2% | ||
| Q2 25 | 1.4% | 9.5% | ||
| Q1 25 | 2.1% | 7.4% | ||
| Q4 24 | 5.4% | 13.2% | ||
| Q3 24 | 1.3% | 11.7% | ||
| Q2 24 | 4.5% | 10.3% |
资本支出强度AVTAZO
| Q1 26 | — | 7.9% | ||
| Q4 25 | 0.2% | 6.8% | ||
| Q3 25 | 0.4% | 7.1% | ||
| Q2 25 | 1.1% | 7.7% | ||
| Q1 25 | 0.5% | 7.4% | ||
| Q4 24 | 0.5% | 5.8% | ||
| Q3 24 | 0.6% | 5.6% | ||
| Q2 24 | 0.5% | 5.6% |
现金转化率AVTAZO
| Q1 26 | — | 0.80× | ||
| Q4 25 | 3.37× | 1.78× | ||
| Q3 25 | -2.79× | 1.14× | ||
| Q2 25 | 22.91× | 1.26× | ||
| Q1 25 | 1.60× | 1.20× | ||
| Q4 24 | 3.87× | 1.44× | ||
| Q3 24 | 1.80× | 1.19× | ||
| Q2 24 | 3.32× | 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
AVT
| Electronic Components | $5.9B | 93% |
| Premier Farnell | $427.1M | 7% |
AZO
暂无分部数据
