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AutoZone（AZO）与Churchill Downs Inc（CHDN）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Churchill Downs Inc的6.4倍（$4.3B vs $663.0M）。Churchill Downs Inc净利率更高（12.5% vs 11.0%，领先1.5%）。AutoZone同比增速更快（8.1% vs 3.1%）。过去两年AutoZone的营收复合增速更高（0.5% vs -13.7%）
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。
丘吉尔唐斯股份有限公司是丘吉尔唐斯赛马场的母公司，起家于美国肯塔基州路易斯维尔的单一赛马场，现已发展为业务覆盖美国多州的上市企业，旗下拥有赛马场、赌场、线上投注平台等多元业务板块。
AZO vs CHDN — 直观对比
营收规模更大
AZO
是对方的6.4倍
$663.0M
营收增速更快
AZO
高出5.0%
3.1%
净利率更高
CHDN
高出1.5%
11.0%
两年增速更快
AZO
近两年复合增速
-13.7%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $663.0M |
| 净利润 | $468.9M | $83.0M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | 21.6% |
| 净利率 | 11.0% | 12.5% |
| 营收同比 | 8.1% | 3.1% |
| 净利润同比 | -3.9% | 7.8% |
| 每股收益（稀释后） | $27.63 | $1.16 |
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AZOCHDN
| Q1 26 | $4.3B | $663.0M | ||
| Q4 25 | $4.6B | $665.9M | ||
| Q3 25 | $6.2B | $683.0M | ||
| Q2 25 | $4.5B | $934.4M | ||
| Q1 25 | $4.0B | $642.6M | ||
| Q4 24 | $4.3B | $624.2M | ||
| Q3 24 | $6.2B | $628.5M | ||
| Q2 24 | $4.2B | $890.7M |
净利润AZOCHDN
| Q1 26 | $468.9M | $83.0M | ||
| Q4 25 | $530.8M | $51.3M | ||
| Q3 25 | $837.0M | $38.1M | ||
| Q2 25 | $608.4M | $216.9M | ||
| Q1 25 | $487.9M | $76.7M | ||
| Q4 24 | $564.9M | $71.7M | ||
| Q3 24 | $902.2M | $65.4M | ||
| Q2 24 | $651.7M | $209.3M |
毛利率AZOCHDN
| 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AZOCHDN
| Q1 26 | 16.3% | 21.6% | ||
| Q4 25 | 16.9% | 18.5% | ||
| Q3 25 | 19.2% | 14.3% | ||
| Q2 25 | 19.4% | 35.1% | ||
| Q1 25 | 17.9% | 20.9% | ||
| Q4 24 | 19.7% | 20.3% | ||
| Q3 24 | 20.9% | 20.0% | ||
| Q2 24 | 21.3% | 37.0% |
净利率AZOCHDN
| Q1 26 | 11.0% | 12.5% | ||
| Q4 25 | 11.5% | 7.7% | ||
| Q3 25 | 13.4% | 5.6% | ||
| Q2 25 | 13.6% | 23.2% | ||
| Q1 25 | 12.3% | 11.9% | ||
| Q4 24 | 13.2% | 11.5% | ||
| Q3 24 | 14.5% | 10.4% | ||
| Q2 24 | 15.4% | 23.5% |
每股收益（稀释后）AZOCHDN
| Q1 26 | $27.63 | $1.16 | ||
| 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 | $200.0M |
| 总债务越低越好 | — | $840.0M |
| 股东权益账面价值 | $-2.9B | — |
| 总资产 | $20.4B | $7.5B |
| 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AZOCHDN
| Q1 26 | $285.5M | $200.0M | ||
| Q4 25 | $287.6M | $200.6M | ||
| Q3 25 | $271.8M | $180.5M | ||
| Q2 25 | $268.6M | $182.4M | ||
| Q1 25 | $300.9M | $174.2M | ||
| Q4 24 | $304.0M | $175.5M | ||
| Q3 24 | $298.2M | $152.7M | ||
| Q2 24 | $275.4M | $140.3M |
总债务AZOCHDN
| Q1 26 | — | $840.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AZOCHDN
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $1.0B | ||
| Q3 25 | $-3.4B | $1.0B | ||
| Q2 25 | $-4.0B | $1.0B | ||
| Q1 25 | $-4.5B | $1.1B | ||
| Q4 24 | $-4.7B | $1.1B | ||
| Q3 24 | $-4.7B | $1.1B | ||
| Q2 24 | $-4.8B | $1.0B |
总资产AZOCHDN
| Q1 26 | $20.4B | $7.5B | ||
| Q4 25 | $19.7B | $7.5B | ||
| Q3 25 | $19.4B | $7.5B | ||
| Q2 25 | $18.6B | $7.4B | ||
| Q1 25 | $18.1B | $7.3B | ||
| Q4 24 | $17.5B | $7.3B | ||
| Q3 24 | $17.2B | $7.2B | ||
| Q2 24 | $17.1B | $7.2B |
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 | $295.0M |
| 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× | 3.55× |
| 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AZOCHDN
| Q1 26 | $373.4M | $295.0M | ||
| Q4 25 | $944.2M | — | ||
| Q3 25 | $952.8M | $187.7M | ||
| Q2 25 | $769.0M | — | ||
| Q1 25 | $583.7M | $246.5M | ||
| Q4 24 | $811.8M | — | ||
| Q3 24 | $1.1B | $169.4M | ||
| Q2 24 | $669.5M | — |
自由现金流AZOCHDN
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | $166.3M | ||
| Q2 25 | $423.1M | — | ||
| Q1 25 | $291.0M | $233.9M | ||
| Q4 24 | $564.8M | — | ||
| Q3 24 | $723.5M | $154.4M | ||
| Q2 24 | $434.4M | — |
自由现金流率AZOCHDN
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | 24.3% | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 7.4% | 36.4% | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 11.7% | 24.6% | ||
| Q2 24 | 10.3% | — |
资本支出强度AZOCHDN
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 2.6% | ||
| Q3 25 | 7.1% | 3.1% | ||
| Q2 25 | 7.7% | 2.0% | ||
| Q1 25 | 7.4% | 2.0% | ||
| Q4 24 | 5.8% | 5.4% | ||
| Q3 24 | 5.6% | 2.4% | ||
| Q2 24 | 5.6% | 2.5% |
现金转化率AZOCHDN
| Q1 26 | 0.80× | 3.55× | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 4.93× | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | 3.21× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | 2.59× | ||
| 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
业务分部营收拆解
AZO
暂无分部数据
CHDN
| Live and Historical Racing | $297.0M | 45% |
| Gaming | $257.0M | 39% |
| Wagering Services and Solutions | $109.0M | 16% |
