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AutoZone（AZO）与BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）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BRIGHT HORIZONS FAMILY SOLUTIONS INC.的5.8倍（$4.3B vs $733.7M）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.同比增速更快（8.8% vs 8.1%）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.自由现金流更多（$258.5M vs $35.6M）。过去两年BRIGHT HORIZONS FAMILY SOLUTIONS INC.的营收复合增速更高（8.5% vs 0.5%）
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。
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
AZO vs BFAM — 直观对比
营收规模更大
AZO
是对方的5.8倍
$733.7M
营收增速更快
BFAM
高出0.7%
8.1%
自由现金流更多
BFAM
多$222.9M
$35.6M
两年增速更快
BFAM
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $733.7M |
| 净利润 | $468.9M | — |
| 毛利率 | 52.5% | 19.3% |
| 营业利润率 | 16.3% | 6.2% |
| 净利率 | 11.0% | — |
| 营收同比 | 8.1% | 8.8% |
| 净利润同比 | -3.9% | — |
| 每股收益（稀释后） | $27.63 | $0.38 |
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AZOBFAM
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $733.7M | ||
| Q3 25 | $6.2B | $802.8M | ||
| Q2 25 | $4.5B | $731.6M | ||
| Q1 25 | $4.0B | $665.5M | ||
| Q4 24 | $4.3B | $674.1M | ||
| Q3 24 | $6.2B | $719.1M | ||
| Q2 24 | $4.2B | $670.1M |
净利润AZOBFAM
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | — | ||
| Q3 25 | $837.0M | $78.6M | ||
| Q2 25 | $608.4M | $54.8M | ||
| Q1 25 | $487.9M | $38.0M | ||
| Q4 24 | $564.9M | — | ||
| Q3 24 | $902.2M | $54.9M | ||
| Q2 24 | $651.7M | $39.2M |
毛利率AZOBFAM
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 19.3% | ||
| Q3 25 | 51.5% | 27.0% | ||
| Q2 25 | 52.7% | 25.0% | ||
| Q1 25 | 53.9% | 23.4% | ||
| Q4 24 | 53.0% | 20.8% | ||
| Q3 24 | 52.5% | 25.2% | ||
| Q2 24 | 53.5% | 24.2% |
营业利润率AZOBFAM
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 6.2% | ||
| Q3 25 | 19.2% | 15.1% | ||
| Q2 25 | 19.4% | 11.8% | ||
| Q1 25 | 17.9% | 9.4% | ||
| Q4 24 | 19.7% | 7.2% | ||
| Q3 24 | 20.9% | 12.4% | ||
| Q2 24 | 21.3% | 10.3% |
净利率AZOBFAM
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 13.4% | 9.8% | ||
| Q2 25 | 13.6% | 7.5% | ||
| Q1 25 | 12.3% | 5.7% | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 14.5% | 7.6% | ||
| Q2 24 | 15.4% | 5.8% |
每股收益（稀释后）AZOBFAM
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.38 | ||
| Q3 25 | $48.70 | $1.37 | ||
| Q2 25 | $35.36 | $0.95 | ||
| Q1 25 | $28.29 | $0.66 | ||
| Q4 24 | $32.52 | $0.50 | ||
| Q3 24 | $51.42 | $0.94 | ||
| Q2 24 | $36.69 | $0.67 |
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 | $140.1M |
| 总债务越低越好 | — | $747.6M |
| 股东权益账面价值 | $-2.9B | $1.3B |
| 总资产 | $20.4B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资AZOBFAM
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $140.1M | ||
| Q3 25 | $271.8M | $116.6M | ||
| Q2 25 | $268.6M | $179.2M | ||
| Q1 25 | $300.9M | $112.0M | ||
| Q4 24 | $304.0M | $110.3M | ||
| Q3 24 | $298.2M | $109.9M | ||
| Q2 24 | $275.4M | $140.2M |
总债务AZOBFAM
| Q1 26 | — | — | ||
| Q4 25 | — | $747.6M | ||
| Q3 25 | — | $747.5M | ||
| Q2 25 | — | $797.0M | ||
| Q1 25 | — | $872.7M | ||
| Q4 24 | — | $918.4M | ||
| Q3 24 | — | $925.7M | ||
| Q2 24 | — | $931.9M |
股东权益AZOBFAM
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $1.3B | ||
| Q3 25 | $-3.4B | $1.4B | ||
| Q2 25 | $-4.0B | $1.4B | ||
| Q1 25 | $-4.5B | $1.3B | ||
| Q4 24 | $-4.7B | $1.3B | ||
| Q3 24 | $-4.7B | $1.4B | ||
| Q2 24 | $-4.8B | $1.3B |
总资产AZOBFAM
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $3.9B | ||
| Q3 25 | $19.4B | $3.9B | ||
| Q2 25 | $18.6B | $3.9B | ||
| Q1 25 | $18.1B | $3.8B | ||
| Q4 24 | $17.5B | $3.9B | ||
| Q3 24 | $17.2B | $3.9B | ||
| Q2 24 | $17.1B | $3.8B |
负债/权益比AZOBFAM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.73× |
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 | $350.7M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $258.5M |
| 自由现金流率自由现金流/营收 | 0.8% | 35.2% |
| 资本支出强度资本支出/营收 | 7.9% | 12.6% |
| 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 | $402.4M |
8季度趋势，按日历期对齐
经营现金流AZOBFAM
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $350.7M | ||
| Q3 25 | $952.8M | $-17.6M | ||
| Q2 25 | $769.0M | $134.2M | ||
| Q1 25 | $583.7M | $86.2M | ||
| Q4 24 | $811.8M | $337.5M | ||
| Q3 24 | $1.1B | $-8.9M | ||
| Q2 24 | $669.5M | $109.4M |
自由现金流AZOBFAM
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $258.5M | ||
| Q3 25 | $511.1M | $-42.4M | ||
| Q2 25 | $423.1M | $115.4M | ||
| Q1 25 | $291.0M | $70.9M | ||
| Q4 24 | $564.8M | $240.2M | ||
| Q3 24 | $723.5M | $-32.2M | ||
| Q2 24 | $434.4M | $86.8M |
自由现金流率AZOBFAM
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 35.2% | ||
| Q3 25 | 8.2% | -5.3% | ||
| Q2 25 | 9.5% | 15.8% | ||
| Q1 25 | 7.4% | 10.7% | ||
| Q4 24 | 13.2% | 35.6% | ||
| Q3 24 | 11.7% | -4.5% | ||
| Q2 24 | 10.3% | 13.0% |
资本支出强度AZOBFAM
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 12.6% | ||
| Q3 25 | 7.1% | 3.1% | ||
| Q2 25 | 7.7% | 2.6% | ||
| Q1 25 | 7.4% | 2.3% | ||
| Q4 24 | 5.8% | 14.4% | ||
| Q3 24 | 5.6% | 3.2% | ||
| Q2 24 | 5.6% | 3.4% |
现金转化率AZOBFAM
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | -0.22× | ||
| Q2 25 | 1.26× | 2.45× | ||
| Q1 25 | 1.20× | 2.26× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | -0.16× | ||
| Q2 24 | 1.03× | 2.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
