vs
AutoZone（AZO）与勃肯（BIRK）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是勃肯的8.1倍（$4.3B vs $526.3M）。勃肯净利率更高（19.3% vs 11.0%，领先8.3%）。过去两年勃肯的营收复合增速更高（26.8% 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。
勃肯是源自德国的知名鞋履制造商，1774年成立，总部位于莱茵兰-普法尔茨州维德河畔诺伊施塔特。品牌标志性产品采用麂皮、黄麻层叠打造的弧形软木鞋垫，可贴合穿着者脚型，尤以舒适凉鞋品类闻名，创立初衷是为替代当时普遍的平底鞋，推出兼具支撑性与贴合度的鞋款。
AZO vs BIRK — 直观对比
营收规模更大
AZO
是对方的8.1倍
$526.3M
净利率更高
BIRK
高出8.3%
11.0%
两年增速更快
BIRK
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $526.3M |
| 净利润 | $468.9M | $101.4M |
| 毛利率 | 52.5% | 62.8% |
| 营业利润率 | 16.3% | 23.0% |
| 净利率 | 11.0% | 19.3% |
| 营收同比 | 8.1% | — |
| 净利润同比 | -3.9% | — |
| 每股收益（稀释后） | $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AZOBIRK
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $6.2B | $526.3M | ||
| Q2 25 | $4.5B | $685.8M | ||
| Q1 25 | $4.0B | $620.3M | ||
| Q4 24 | $4.3B | $390.7M | ||
| Q3 24 | $6.2B | $455.8M | ||
| Q2 24 | $4.2B | $609.9M |
净利润AZOBIRK
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | — | ||
| Q3 25 | $837.0M | $101.4M | ||
| Q2 25 | $608.4M | $139.6M | ||
| Q1 25 | $487.9M | $113.5M | ||
| Q4 24 | $564.9M | $21.7M | ||
| Q3 24 | $902.2M | — | ||
| Q2 24 | $651.7M | $80.6M |
毛利率AZOBIRK
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | 62.8% | ||
| Q2 25 | 52.7% | 60.5% | ||
| Q1 25 | 53.9% | 57.7% | ||
| Q4 24 | 53.0% | 60.3% | ||
| Q3 24 | 52.5% | — | ||
| Q2 24 | 53.5% | 59.5% |
营业利润率AZOBIRK
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | — | ||
| Q3 25 | 19.2% | 23.0% | ||
| Q2 25 | 19.4% | 31.2% | ||
| Q1 25 | 17.9% | 30.5% | ||
| Q4 24 | 19.7% | 17.7% | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 21.3% | 27.5% |
净利率AZOBIRK
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 13.4% | 19.3% | ||
| Q2 25 | 13.6% | 20.3% | ||
| Q1 25 | 12.3% | 18.3% | ||
| Q4 24 | 13.2% | 5.6% | ||
| Q3 24 | 14.5% | — | ||
| Q2 24 | 15.4% | 13.2% |
每股收益（稀释后）AZOBIRK
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | — | ||
| Q3 25 | $48.70 | — | ||
| Q2 25 | $35.36 | — | ||
| Q1 25 | $28.29 | — | ||
| Q4 24 | $32.52 | — | ||
| Q3 24 | $51.42 | — | ||
| Q2 24 | $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 | $285.5M | $355.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $2.9B |
| 总资产 | $20.4B | $5.3B |
| 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AZOBIRK
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | — | ||
| Q3 25 | $271.8M | $355.4M | ||
| Q2 25 | $268.6M | $282.8M | ||
| Q1 25 | $300.9M | $254.2M | ||
| Q4 24 | $304.0M | $322.5M | ||
| Q3 24 | $298.2M | $384.3M | ||
| Q2 24 | $275.4M | $436.7M |
股东权益AZOBIRK
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | — | ||
| Q3 25 | $-3.4B | $2.9B | ||
| Q2 25 | $-4.0B | $2.8B | ||
| Q1 25 | $-4.5B | $3.0B | ||
| Q4 24 | $-4.7B | $3.0B | ||
| Q3 24 | $-4.7B | $2.8B | ||
| Q2 24 | $-4.8B | $2.8B |
总资产AZOBIRK
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | — | ||
| Q3 25 | $19.4B | $5.3B | ||
| Q2 25 | $18.6B | $5.3B | ||
| Q1 25 | $18.1B | $5.4B | ||
| Q4 24 | $17.5B | $5.4B | ||
| Q3 24 | $17.2B | $5.3B | ||
| Q2 24 | $17.1B | $5.4B |
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 | $415.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 7.9% | — |
| 现金转化率经营现金流/净利润 | 0.80× | 4.09× |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流AZOBIRK
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | — | ||
| Q3 25 | $952.8M | $415.0M | ||
| Q2 25 | $769.0M | — | ||
| Q1 25 | $583.7M | — | ||
| Q4 24 | $811.8M | $-12.6M | ||
| Q3 24 | $1.1B | $463.0M | ||
| Q2 24 | $669.5M | — |
自由现金流AZOBIRK
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | — | ||
| Q2 25 | $423.1M | — | ||
| Q1 25 | $291.0M | — | ||
| Q4 24 | $564.8M | — | ||
| Q3 24 | $723.5M | — | ||
| Q2 24 | $434.4M | — |
自由现金流率AZOBIRK
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 10.3% | — |
资本支出强度AZOBIRK
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.6% | — |
现金转化率AZOBIRK
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 4.09× | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | -0.58× | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.03× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
