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AutoZone（AZO）与BOISE CASCADE Co（BCC）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BOISE CASCADE Co的2.9倍（$4.3B vs $1.5B）。AutoZone净利率更高（11.0% vs 0.6%，领先10.4%）。AutoZone同比增速更快（8.1% vs -6.8%）。BOISE CASCADE Co自由现金流更多（$77.0M vs $35.6M）。过去两年AutoZone的营收复合增速更高（0.5% vs -5.8%）
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。
博伊西卡斯卡德公司是总部位于美国爱达荷州博伊西的企业，主营木制品制造与建筑材料批发分销业务，产品覆盖各类建筑用木材及相关建材，为建筑行业客户提供稳定的供应链支持。
AZO vs BCC — 直观对比
营收规模更大
AZO
是对方的2.9倍
$1.5B
营收增速更快
AZO
高出15.0%
-6.8%
净利率更高
AZO
高出10.4%
0.6%
自由现金流更多
BCC
多$41.4M
$35.6M
两年增速更快
AZO
近两年复合增速
-5.8%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $1.5B |
| 净利润 | $468.9M | $8.7M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | 1.1% |
| 净利率 | 11.0% | 0.6% |
| 营收同比 | 8.1% | -6.8% |
| 净利润同比 | -3.9% | -87.3% |
| 每股收益（稀释后） | $27.63 | $0.25 |
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AZOBCC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $6.2B | $1.7B | ||
| Q2 25 | $4.5B | $1.7B | ||
| Q1 25 | $4.0B | $1.5B | ||
| Q4 24 | $4.3B | $1.6B | ||
| Q3 24 | $6.2B | $1.7B | ||
| Q2 24 | $4.2B | $1.8B |
净利润AZOBCC
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $8.7M | ||
| Q3 25 | $837.0M | $21.8M | ||
| Q2 25 | $608.4M | $62.0M | ||
| Q1 25 | $487.9M | $40.3M | ||
| Q4 24 | $564.9M | $68.9M | ||
| Q3 24 | $902.2M | $91.0M | ||
| Q2 24 | $651.7M | $112.3M |
毛利率AZOBCC
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 53.9% | — | ||
| Q4 24 | 53.0% | — | ||
| Q3 24 | 52.5% | — | ||
| Q2 24 | 53.5% | — |
营业利润率AZOBCC
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 1.1% | ||
| Q3 25 | 19.2% | 1.9% | ||
| Q2 25 | 19.4% | 4.6% | ||
| Q1 25 | 17.9% | 3.5% | ||
| Q4 24 | 19.7% | 5.9% | ||
| Q3 24 | 20.9% | 6.8% | ||
| Q2 24 | 21.3% | 8.2% |
净利率AZOBCC
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 0.6% | ||
| Q3 25 | 13.4% | 1.3% | ||
| Q2 25 | 13.6% | 3.6% | ||
| Q1 25 | 12.3% | 2.6% | ||
| Q4 24 | 13.2% | 4.4% | ||
| Q3 24 | 14.5% | 5.3% | ||
| Q2 24 | 15.4% | 6.2% |
每股收益（稀释后）AZOBCC
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.25 | ||
| Q3 25 | $48.70 | $0.58 | ||
| Q2 25 | $35.36 | $1.64 | ||
| Q1 25 | $28.29 | $1.06 | ||
| Q4 24 | $32.52 | $1.79 | ||
| Q3 24 | $51.42 | $2.33 | ||
| Q2 24 | $36.69 | $2.84 |
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 | $285.5M | $477.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $2.1B |
| 总资产 | $20.4B | $3.2B |
| 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AZOBCC
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $477.2M | ||
| Q3 25 | $271.8M | $511.8M | ||
| Q2 25 | $268.6M | $481.0M | ||
| Q1 25 | $300.9M | $561.8M | ||
| Q4 24 | $304.0M | $713.3M | ||
| Q3 24 | $298.2M | $761.6M | ||
| Q2 24 | $275.4M | $922.1M |
股东权益AZOBCC
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $2.1B | ||
| Q3 25 | $-3.4B | $2.1B | ||
| Q2 25 | $-4.0B | $2.2B | ||
| Q1 25 | $-4.5B | $2.1B | ||
| Q4 24 | $-4.7B | $2.2B | ||
| Q3 24 | $-4.7B | $2.1B | ||
| Q2 24 | $-4.8B | $2.3B |
总资产AZOBCC
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $3.2B | ||
| Q3 25 | $19.4B | $3.4B | ||
| Q2 25 | $18.6B | $3.4B | ||
| Q1 25 | $18.1B | $3.5B | ||
| Q4 24 | $17.5B | $3.4B | ||
| Q3 24 | $17.2B | $3.4B | ||
| Q2 24 | $17.1B | $3.7B |
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 | $373.4M | $131.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $77.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 5.3% |
| 资本支出强度资本支出/营收 | 7.9% | 3.7% |
| 现金转化率经营现金流/净利润 | 0.80× | 15.00× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $12.7M |
8季度趋势，按日历期对齐
经营现金流AZOBCC
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $131.0M | ||
| Q3 25 | $952.8M | $118.4M | ||
| Q2 25 | $769.0M | $33.2M | ||
| Q1 25 | $583.7M | $-28.5M | ||
| Q4 24 | $811.8M | $94.6M | ||
| Q3 24 | $1.1B | $174.6M | ||
| Q2 24 | $669.5M | $141.7M |
自由现金流AZOBCC
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $77.0M | ||
| Q3 25 | $511.1M | $63.2M | ||
| Q2 25 | $423.1M | $-45.9M | ||
| Q1 25 | $291.0M | $-81.7M | ||
| Q4 24 | $564.8M | $759.0K | ||
| Q3 24 | $723.5M | $112.9M | ||
| Q2 24 | $434.4M | $101.9M |
自由现金流率AZOBCC
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 5.3% | ||
| Q3 25 | 8.2% | 3.8% | ||
| Q2 25 | 9.5% | -2.6% | ||
| Q1 25 | 7.4% | -5.3% | ||
| Q4 24 | 13.2% | 0.0% | ||
| Q3 24 | 11.7% | 6.6% | ||
| Q2 24 | 10.3% | 5.7% |
资本支出强度AZOBCC
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 3.7% | ||
| Q3 25 | 7.1% | 3.3% | ||
| Q2 25 | 7.7% | 4.5% | ||
| Q1 25 | 7.4% | 3.5% | ||
| Q4 24 | 5.8% | 6.0% | ||
| Q3 24 | 5.6% | 3.6% | ||
| Q2 24 | 5.6% | 2.2% |
现金转化率AZOBCC
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 15.00× | ||
| Q3 25 | 1.14× | 5.44× | ||
| Q2 25 | 1.26× | 0.54× | ||
| Q1 25 | 1.20× | -0.71× | ||
| Q4 24 | 1.44× | 1.37× | ||
| Q3 24 | 1.19× | 1.92× | ||
| Q2 24 | 1.03× | 1.26× |
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
AZO
暂无分部数据
BCC
| General Line | $626.6M | 43% |
| Commodity Product Line | $479.9M | 33% |
| Engineered Wood Products | $256.6M | 18% |
| Plywood And Veneer | $53.3M | 4% |
| Lumber | $10.1M | 1% |
| Laminated Veneer Lumber | $8.9M | 1% |
| Other Wood Products | $4.7M | 0% |
| Other Engineered Wood Products | $3.5M | 0% |
| Ijoists | $3.3M | 0% |
