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AutoZone（AZO）与Boot Barn Holdings, Inc.（BOOT）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Boot Barn Holdings, Inc.的6.1倍（$4.3B vs $705.6M）。Boot Barn Holdings, Inc.净利率更高（12.2% vs 11.0%，领先1.2%）。Boot Barn Holdings, Inc.同比增速更快（16.0% vs 8.1%）。Boot Barn Holdings, Inc.自由现金流更多（$148.0M vs $35.6M）。过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% 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。
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业，1919年于伦敦证券交易所上市，是英国首家上市的住宅建造商。两次世界大战期间，该公司住宅建造量位居全英首位，目前仍是英国颇具规模的建筑与物业管理服务商。
AZO vs BOOT — 直观对比
营收规模更大
AZO
是对方的6.1倍
$705.6M
营收增速更快
BOOT
高出7.9%
8.1%
净利率更高
BOOT
高出1.2%
11.0%
自由现金流更多
BOOT
多$112.3M
$35.6M
两年增速更快
BOOT
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $705.6M |
| 净利润 | $468.9M | $85.8M |
| 毛利率 | 52.5% | 39.9% |
| 营业利润率 | 16.3% | 16.3% |
| 净利率 | 11.0% | 12.2% |
| 营收同比 | 8.1% | 16.0% |
| 净利润同比 | -3.9% | 14.3% |
| 每股收益（稀释后） | $27.63 | $2.79 |
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AZOBOOT
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $705.6M | ||
| Q3 25 | $6.2B | $505.4M | ||
| Q2 25 | $4.5B | $504.1M | ||
| Q1 25 | $4.0B | $453.7M | ||
| Q4 24 | $4.3B | $608.2M | ||
| Q3 24 | $6.2B | $425.8M | ||
| Q2 24 | $4.2B | $423.4M |
净利润AZOBOOT
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $85.8M | ||
| Q3 25 | $837.0M | $42.2M | ||
| Q2 25 | $608.4M | $53.4M | ||
| Q1 25 | $487.9M | $37.5M | ||
| Q4 24 | $564.9M | $75.1M | ||
| Q3 24 | $902.2M | $29.4M | ||
| Q2 24 | $651.7M | $38.9M |
毛利率AZOBOOT
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 39.9% | ||
| Q3 25 | 51.5% | 36.4% | ||
| Q2 25 | 52.7% | 39.1% | ||
| Q1 25 | 53.9% | 37.1% | ||
| Q4 24 | 53.0% | 39.3% | ||
| Q3 24 | 52.5% | 35.9% | ||
| Q2 24 | 53.5% | 37.0% |
营业利润率AZOBOOT
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 16.3% | ||
| Q3 25 | 19.2% | 11.2% | ||
| Q2 25 | 19.4% | 14.0% | ||
| Q1 25 | 17.9% | 11.0% | ||
| Q4 24 | 19.7% | 16.4% | ||
| Q3 24 | 20.9% | 9.4% | ||
| Q2 24 | 21.3% | 11.9% |
净利率AZOBOOT
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 12.2% | ||
| Q3 25 | 13.4% | 8.4% | ||
| Q2 25 | 13.6% | 10.6% | ||
| Q1 25 | 12.3% | 8.3% | ||
| Q4 24 | 13.2% | 12.3% | ||
| Q3 24 | 14.5% | 6.9% | ||
| Q2 24 | 15.4% | 9.2% |
每股收益（稀释后）AZOBOOT
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $2.79 | ||
| Q3 25 | $48.70 | $1.37 | ||
| Q2 25 | $35.36 | $1.74 | ||
| Q1 25 | $28.29 | $1.24 | ||
| Q4 24 | $32.52 | $2.43 | ||
| Q3 24 | $51.42 | $0.95 | ||
| Q2 24 | $36.69 | $1.26 |
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 | $200.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $1.3B |
| 总资产 | $20.4B | $2.4B |
| 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AZOBOOT
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $200.1M | ||
| Q3 25 | $271.8M | $64.7M | ||
| Q2 25 | $268.6M | $95.3M | ||
| Q1 25 | $300.9M | $69.8M | ||
| Q4 24 | $304.0M | $152.9M | ||
| Q3 24 | $298.2M | $37.4M | ||
| Q2 24 | $275.4M | $83.4M |
股东权益AZOBOOT
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $1.3B | ||
| Q3 25 | $-3.4B | $1.2B | ||
| Q2 25 | $-4.0B | $1.2B | ||
| Q1 25 | $-4.5B | $1.1B | ||
| Q4 24 | $-4.7B | $1.1B | ||
| Q3 24 | $-4.7B | $1.0B | ||
| Q2 24 | $-4.8B | $981.8M |
总资产AZOBOOT
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $2.4B | ||
| Q3 25 | $19.4B | $2.3B | ||
| Q2 25 | $18.6B | $2.1B | ||
| Q1 25 | $18.1B | $2.0B | ||
| Q4 24 | $17.5B | $2.0B | ||
| Q3 24 | $17.2B | $1.9B | ||
| Q2 24 | $17.1B | $1.8B |
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 | $209.7M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $148.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 21.0% |
| 资本支出强度资本支出/营收 | 7.9% | 8.7% |
| 现金转化率经营现金流/净利润 | 0.80× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $89.8M |
8季度趋势，按日历期对齐
经营现金流AZOBOOT
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $209.7M | ||
| Q3 25 | $952.8M | $25.7M | ||
| Q2 25 | $769.0M | $73.8M | ||
| Q1 25 | $583.7M | $-43.1M | ||
| Q4 24 | $811.8M | $157.1M | ||
| Q3 24 | $1.1B | $-7.8M | ||
| Q2 24 | $669.5M | $41.3M |
自由现金流AZOBOOT
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $148.0M | ||
| Q3 25 | $511.1M | $-17.5M | ||
| Q2 25 | $423.1M | $42.4M | ||
| Q1 25 | $291.0M | $-83.1M | ||
| Q4 24 | $564.8M | $114.2M | ||
| Q3 24 | $723.5M | $-46.1M | ||
| Q2 24 | $434.4M | $14.2M |
自由现金流率AZOBOOT
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 21.0% | ||
| Q3 25 | 8.2% | -3.5% | ||
| Q2 25 | 9.5% | 8.4% | ||
| Q1 25 | 7.4% | -18.3% | ||
| Q4 24 | 13.2% | 18.8% | ||
| Q3 24 | 11.7% | -10.8% | ||
| Q2 24 | 10.3% | 3.4% |
资本支出强度AZOBOOT
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 8.7% | ||
| Q3 25 | 7.1% | 8.6% | ||
| Q2 25 | 7.7% | 6.2% | ||
| Q1 25 | 7.4% | 8.8% | ||
| Q4 24 | 5.8% | 7.1% | ||
| Q3 24 | 5.6% | 9.0% | ||
| Q2 24 | 5.6% | 6.4% |
现金转化率AZOBOOT
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 2.44× | ||
| Q3 25 | 1.14× | 0.61× | ||
| Q2 25 | 1.26× | 1.38× | ||
| Q1 25 | 1.20× | -1.15× | ||
| Q4 24 | 1.44× | 2.09× | ||
| Q3 24 | 1.19× | -0.26× | ||
| Q2 24 | 1.03× | 1.06× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
