vs
AutoZone（AZO）与渤健（BIIB）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是渤健的1.9倍（$4.3B vs $2.3B），AutoZone净利率更高（11.0% vs -2.1%，领先13.1%），AutoZone同比增速更快（8.1% vs -7.1%），渤健自由现金流更多（$468.0M vs $35.6M），过去两年AutoZone的营收复合增速更高（0.5% vs -0.2%）
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。
渤健是总部位于美国马萨诸塞州剑桥市的跨国生物技术企业，专注于神经系统疾病治疗领域。公司核心产品包括用于多发性硬化症的特菲达、万立能等多款药物，以及治疗脊髓性肌萎缩症的诺西那生钠、治疗弗里德赖希共济失调的Skyclarys，致力于为神经疾病和罕见病患者提供创新疗法。
AZO vs BIIB — 直观对比
营收规模更大
AZO
是对方的1.9倍
$2.3B
营收增速更快
AZO
高出15.3%
-7.1%
净利率更高
AZO
高出13.1%
-2.1%
自由现金流更多
BIIB
多$432.4M
$35.6M
两年增速更快
AZO
近两年复合增速
-0.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $2.3B |
| 净利润 | $468.9M | $-48.9M |
| 毛利率 | 52.5% | 78.3% |
| 营业利润率 | 16.3% | -2.5% |
| 净利率 | 11.0% | -2.1% |
| 营收同比 | 8.1% | -7.1% |
| 净利润同比 | -3.9% | -118.3% |
| 每股收益（稀释后） | $27.63 | $-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AZOBIIB
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $2.3B | ||
| Q3 25 | $6.2B | $2.5B | ||
| Q2 25 | $4.5B | $2.6B | ||
| Q1 25 | $4.0B | $2.4B | ||
| Q4 24 | $4.3B | $2.5B | ||
| Q3 24 | $6.2B | $2.5B | ||
| Q2 24 | $4.2B | $2.5B |
净利润AZOBIIB
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-48.9M | ||
| Q3 25 | $837.0M | $466.5M | ||
| Q2 25 | $608.4M | $634.8M | ||
| Q1 25 | $487.9M | $240.5M | ||
| Q4 24 | $564.9M | $266.7M | ||
| Q3 24 | $902.2M | $388.5M | ||
| Q2 24 | $651.7M | $583.6M |
毛利率AZOBIIB
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 78.3% | ||
| Q3 25 | 51.5% | 73.4% | ||
| Q2 25 | 52.7% | 77.1% | ||
| Q1 25 | 53.9% | 74.1% | ||
| Q4 24 | 53.0% | 76.2% | ||
| Q3 24 | 52.5% | 74.1% | ||
| Q2 24 | 53.5% | 77.8% |
营业利润率AZOBIIB
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -2.5% | ||
| Q3 25 | 19.2% | 22.0% | ||
| Q2 25 | 19.4% | 28.1% | ||
| Q1 25 | 17.9% | 12.8% | ||
| Q4 24 | 19.7% | 11.9% | ||
| Q3 24 | 20.9% | 18.3% | ||
| Q2 24 | 21.3% | 28.3% |
净利率AZOBIIB
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -2.1% | ||
| Q3 25 | 13.4% | 18.4% | ||
| Q2 25 | 13.6% | 24.0% | ||
| Q1 25 | 12.3% | 9.9% | ||
| Q4 24 | 13.2% | 10.9% | ||
| Q3 24 | 14.5% | 15.8% | ||
| Q2 24 | 15.4% | 23.7% |
每股收益（稀释后）AZOBIIB
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.35 | ||
| Q3 25 | $48.70 | $3.17 | ||
| Q2 25 | $35.36 | $4.33 | ||
| Q1 25 | $28.29 | $1.64 | ||
| Q4 24 | $32.52 | $1.82 | ||
| Q3 24 | $51.42 | $2.66 | ||
| Q2 24 | $36.69 | $4.00 |
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 | — |
| 总债务越低越好 | — | $6.3B |
| 股东权益账面价值 | $-2.9B | $18.3B |
| 总资产 | $20.4B | $29.4B |
| 负债/权益比越低杠杆越低 | — | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资AZOBIIB
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | — | ||
| Q3 25 | $271.8M | — | ||
| Q2 25 | $268.6M | — | ||
| Q1 25 | $300.9M | — | ||
| Q4 24 | $304.0M | — | ||
| Q3 24 | $298.2M | — | ||
| Q2 24 | $275.4M | — |
总债务AZOBIIB
| Q1 26 | — | — | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $6.3B |
股东权益AZOBIIB
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $18.3B | ||
| Q3 25 | $-3.4B | $18.2B | ||
| Q2 25 | $-4.0B | $17.6B | ||
| Q1 25 | $-4.5B | $17.0B | ||
| Q4 24 | $-4.7B | $16.7B | ||
| Q3 24 | $-4.7B | $16.4B | ||
| Q2 24 | $-4.8B | $15.9B |
总资产AZOBIIB
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $29.4B | ||
| Q3 25 | $19.4B | $29.2B | ||
| Q2 25 | $18.6B | $28.3B | ||
| Q1 25 | $18.1B | $28.0B | ||
| Q4 24 | $17.5B | $28.0B | ||
| Q3 24 | $17.2B | $28.3B | ||
| Q2 24 | $17.1B | $26.8B |
负债/权益比AZOBIIB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.34× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.36× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.28× | ||
| Q2 24 | — | 0.40× |
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 | $511.9M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $468.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 20.5% |
| 资本支出强度资本支出/营收 | 7.9% | 1.9% |
| 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 | $2.1B |
8季度趋势，按日历期对齐
经营现金流AZOBIIB
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $511.9M | ||
| Q3 25 | $952.8M | $1.3B | ||
| Q2 25 | $769.0M | $160.9M | ||
| Q1 25 | $583.7M | $259.3M | ||
| Q4 24 | $811.8M | $760.9M | ||
| Q3 24 | $1.1B | $935.6M | ||
| Q2 24 | $669.5M | $625.8M |
自由现金流AZOBIIB
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $468.0M | ||
| Q3 25 | $511.1M | $1.2B | ||
| Q2 25 | $423.1M | $134.3M | ||
| Q1 25 | $291.0M | $222.2M | ||
| Q4 24 | $564.8M | $721.6M | ||
| Q3 24 | $723.5M | $900.6M | ||
| Q2 24 | $434.4M | $592.3M |
自由现金流率AZOBIIB
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 20.5% | ||
| Q3 25 | 8.2% | 48.4% | ||
| Q2 25 | 9.5% | 5.1% | ||
| Q1 25 | 7.4% | 9.1% | ||
| Q4 24 | 13.2% | 29.4% | ||
| Q3 24 | 11.7% | 36.5% | ||
| Q2 24 | 10.3% | 24.0% |
资本支出强度AZOBIIB
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 1.9% | ||
| Q3 25 | 7.1% | 1.8% | ||
| Q2 25 | 7.7% | 1.0% | ||
| Q1 25 | 7.4% | 1.5% | ||
| Q4 24 | 5.8% | 1.6% | ||
| Q3 24 | 5.6% | 1.4% | ||
| Q2 24 | 5.6% | 1.4% |
现金转化率AZOBIIB
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 2.73× | ||
| Q2 25 | 1.26× | 0.25× | ||
| Q1 25 | 1.20× | 1.08× | ||
| Q4 24 | 1.44× | 2.85× | ||
| Q3 24 | 1.19× | 2.41× | ||
| Q2 24 | 1.03× | 1.07× |
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
BIIB
| Products | $1.7B | 73% |
| Tysabri Product | $244.5M | 11% |
| AVONEX | $119.2M | 5% |
| SKYCLARYS | $88.9M | 4% |
| Alzheimers Collaboration | $47.1M | 2% |
| IMRALDI | $43.5M | 2% |
| TECFIDERA | $36.9M | 2% |
| PLEGRIDY | $24.7M | 1% |
| QALSODY | $7.8M | 0% |
| BYOOVIZ | $4.3M | 0% |
