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AutoZone（AZO）与Traeger, Inc.（COOK）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Traeger, Inc.的29.4倍（$4.3B vs $145.4M）。AutoZone净利率更高（11.0% vs -11.8%，领先22.8%）。AutoZone同比增速更快（8.1% vs -13.8%）。AutoZone自由现金流更多（$35.6M vs $14.2M）。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。
Traeger, Inc.是一家专注于户外烹饪设备研发生产的企业，主营高端木颗粒烤炉、配套配件及专用木颗粒燃料，主要面向北美、欧洲、澳洲市场，通过零售渠道和直营模式服务家庭及商用餐饮客户。
AZO vs COOK — 直观对比
营收规模更大
AZO
是对方的29.4倍
$145.4M
营收增速更快
AZO
高出22.0%
-13.8%
净利率更高
AZO
高出22.8%
-11.8%
自由现金流更多
AZO
多$21.4M
$14.2M
两年增速更快
AZO
近两年复合增速
0.2%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $145.4M |
| 净利润 | $468.9M | $-17.2M |
| 毛利率 | 52.5% | 37.4% |
| 营业利润率 | 16.3% | -8.0% |
| 净利率 | 11.0% | -11.8% |
| 营收同比 | 8.1% | -13.8% |
| 净利润同比 | -3.9% | -147.2% |
| 每股收益（稀释后） | $27.63 | $-0.13 |
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AZOCOOK
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $145.4M | ||
| Q3 25 | $6.2B | $125.4M | ||
| Q2 25 | $4.5B | $145.5M | ||
| Q1 25 | $4.0B | $143.3M | ||
| Q4 24 | $4.3B | $168.6M | ||
| Q3 24 | $6.2B | $122.0M | ||
| Q2 24 | $4.2B | $168.5M |
净利润AZOCOOK
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-17.2M | ||
| Q3 25 | $837.0M | $-89.8M | ||
| Q2 25 | $608.4M | $-7.4M | ||
| Q1 25 | $487.9M | $-778.0K | ||
| Q4 24 | $564.9M | $-7.0M | ||
| Q3 24 | $902.2M | $-19.8M | ||
| Q2 24 | $651.7M | $-2.6M |
毛利率AZOCOOK
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 37.4% | ||
| Q3 25 | 51.5% | 38.7% | ||
| Q2 25 | 52.7% | 39.2% | ||
| Q1 25 | 53.9% | 41.5% | ||
| Q4 24 | 53.0% | 40.9% | ||
| Q3 24 | 52.5% | 42.3% | ||
| Q2 24 | 53.5% | 42.9% |
营业利润率AZOCOOK
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -8.0% | ||
| Q3 25 | 19.2% | -66.5% | ||
| Q2 25 | 19.4% | -4.2% | ||
| Q1 25 | 17.9% | 2.4% | ||
| Q4 24 | 19.7% | -0.1% | ||
| Q3 24 | 20.9% | -6.1% | ||
| Q2 24 | 21.3% | 2.8% |
净利率AZOCOOK
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -11.8% | ||
| Q3 25 | 13.4% | -71.6% | ||
| Q2 25 | 13.6% | -5.1% | ||
| Q1 25 | 12.3% | -0.5% | ||
| Q4 24 | 13.2% | -4.1% | ||
| Q3 24 | 14.5% | -16.2% | ||
| Q2 24 | 15.4% | -1.5% |
每股收益（稀释后）AZOCOOK
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.13 | ||
| Q3 25 | $48.70 | $-0.67 | ||
| Q2 25 | $35.36 | $-0.06 | ||
| Q1 25 | $28.29 | $-0.01 | ||
| Q4 24 | $32.52 | $-0.06 | ||
| Q3 24 | $51.42 | $-0.15 | ||
| Q2 24 | $36.69 | $-0.02 |
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 | $19.6M |
| 总债务越低越好 | — | $403.3M |
| 股东权益账面价值 | $-2.9B | $170.8M |
| 总资产 | $20.4B | $676.0M |
| 负债/权益比越低杠杆越低 | — | 2.36× |
8季度趋势，按日历期对齐
现金及短期投资AZOCOOK
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $19.6M | ||
| Q3 25 | $271.8M | $5.9M | ||
| Q2 25 | $268.6M | $10.3M | ||
| Q1 25 | $300.9M | $12.0M | ||
| Q4 24 | $304.0M | $15.0M | ||
| Q3 24 | $298.2M | $16.9M | ||
| Q2 24 | $275.4M | $18.0M |
总债务AZOCOOK
| Q1 26 | — | — | ||
| Q4 25 | — | $403.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $403.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AZOCOOK
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $170.8M | ||
| Q3 25 | $-3.4B | $186.1M | ||
| Q2 25 | $-4.0B | $274.2M | ||
| Q1 25 | $-4.5B | $279.6M | ||
| Q4 24 | $-4.7B | $276.4M | ||
| Q3 24 | $-4.7B | $279.8M | ||
| Q2 24 | $-4.8B | $297.3M |
总资产AZOCOOK
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $676.0M | ||
| Q3 25 | $19.4B | $689.6M | ||
| Q2 25 | $18.6B | $780.6M | ||
| Q1 25 | $18.1B | $825.6M | ||
| Q4 24 | $17.5B | $830.7M | ||
| Q3 24 | $17.2B | $818.1M | ||
| Q2 24 | $17.1B | $842.4M |
负债/权益比AZOCOOK
| Q1 26 | — | — | ||
| Q4 25 | — | 2.36× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $14.2M |
| 自由现金流率自由现金流/营收 | 0.8% | 9.8% |
| 资本支出强度资本支出/营收 | 7.9% | 0.9% |
| 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 | $13.6M |
8季度趋势，按日历期对齐
经营现金流AZOCOOK
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $15.5M | ||
| Q3 25 | $952.8M | $7.6M | ||
| Q2 25 | $769.0M | $18.3M | ||
| Q1 25 | $583.7M | $-20.8M | ||
| Q4 24 | $811.8M | $7.5M | ||
| Q3 24 | $1.1B | $15.1M | ||
| Q2 24 | $669.5M | $13.9M |
自由现金流AZOCOOK
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $14.2M | ||
| Q3 25 | $511.1M | $6.4M | ||
| Q2 25 | $423.1M | $15.7M | ||
| Q1 25 | $291.0M | $-22.7M | ||
| Q4 24 | $564.8M | $5.5M | ||
| Q3 24 | $723.5M | $12.8M | ||
| Q2 24 | $434.4M | $11.8M |
自由现金流率AZOCOOK
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 9.8% | ||
| Q3 25 | 8.2% | 5.1% | ||
| Q2 25 | 9.5% | 10.8% | ||
| Q1 25 | 7.4% | -15.8% | ||
| Q4 24 | 13.2% | 3.3% | ||
| Q3 24 | 11.7% | 10.5% | ||
| Q2 24 | 10.3% | 7.0% |
资本支出强度AZOCOOK
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.9% | ||
| Q3 25 | 7.1% | 0.9% | ||
| Q2 25 | 7.7% | 1.8% | ||
| Q1 25 | 7.4% | 1.3% | ||
| Q4 24 | 5.8% | 1.2% | ||
| Q3 24 | 5.6% | 1.9% | ||
| Q2 24 | 5.6% | 1.2% |
现金转化率AZOCOOK
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| 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
业务分部营收拆解
AZO
暂无分部数据
COOK
| Grills | $60.6M | 42% |
| Accessories | $49.2M | 34% |
| Consumables | $35.5M | 24% |
