vs
AutoZone（AZO）与AMCON DISTRIBUTING CO（DIT）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AMCON DISTRIBUTING CO的5.9倍（$4.3B vs $730.1M）。AutoZone净利率更高（11.0% vs 0.1%，领先10.9%）。AutoZone同比增速更快（8.1% vs 2.6%）。AutoZone自由现金流更多（$35.6M vs $-12.4M）。过去两年AMCON DISTRIBUTING CO的营收复合增速更高（10.1% 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。
AMCON Distributing Co是一家总部位于美国的消费品分销企业，主营食品、饮料、美妆个护、烟草及日用百货的分销业务，主要服务美国本土的独立便利店、食品零售商、药店及其他小型零售网点。
AZO vs DIT — 直观对比
营收规模更大
AZO
是对方的5.9倍
$730.1M
营收增速更快
AZO
高出5.5%
2.6%
净利率更高
AZO
高出10.9%
0.1%
自由现金流更多
AZO
多$48.0M
$-12.4M
两年增速更快
DIT
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $730.1M |
| 净利润 | $468.9M | $793.0K |
| 毛利率 | 52.5% | 6.6% |
| 营业利润率 | 16.3% | 0.5% |
| 净利率 | 11.0% | 0.1% |
| 营收同比 | 8.1% | 2.6% |
| 净利润同比 | -3.9% | 127.6% |
| 每股收益（稀释后） | $27.63 | $1.28 |
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AZODIT
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $730.1M | ||
| Q3 25 | $6.2B | $746.3M | ||
| Q2 25 | $4.5B | $739.6M | ||
| Q1 25 | $4.0B | $619.5M | ||
| Q4 24 | $4.3B | $711.3M | ||
| Q3 24 | $6.2B | $746.3M | ||
| Q2 24 | $4.2B | $717.9M |
净利润AZODIT
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $793.0K | ||
| Q3 25 | $837.0M | $491.7K | ||
| Q2 25 | $608.4M | $1.3M | ||
| Q1 25 | $487.9M | $-1.6M | ||
| Q4 24 | $564.9M | $348.4K | ||
| Q3 24 | $902.2M | $1.2M | ||
| Q2 24 | $651.7M | $1.5M |
毛利率AZODIT
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 6.6% | ||
| Q3 25 | 51.5% | 6.5% | ||
| Q2 25 | 52.7% | 6.7% | ||
| Q1 25 | 53.9% | 6.9% | ||
| Q4 24 | 53.0% | 6.6% | ||
| Q3 24 | 52.5% | 6.5% | ||
| Q2 24 | 53.5% | 6.7% |
营业利润率AZODIT
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 0.5% | ||
| Q3 25 | 19.2% | 0.5% | ||
| Q2 25 | 19.4% | 0.7% | ||
| Q1 25 | 17.9% | 0.1% | ||
| Q4 24 | 19.7% | 0.5% | ||
| Q3 24 | 20.9% | 0.7% | ||
| Q2 24 | 21.3% | 0.8% |
净利率AZODIT
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 0.1% | ||
| Q3 25 | 13.4% | 0.1% | ||
| Q2 25 | 13.6% | 0.2% | ||
| Q1 25 | 12.3% | -0.3% | ||
| Q4 24 | 13.2% | 0.0% | ||
| Q3 24 | 14.5% | 0.2% | ||
| Q2 24 | 15.4% | 0.2% |
每股收益（稀释后）AZODIT
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $1.28 | ||
| Q3 25 | $48.70 | $0.80 | ||
| Q2 25 | $35.36 | $2.13 | ||
| Q1 25 | $28.29 | $-2.58 | ||
| Q4 24 | $32.52 | $0.57 | ||
| Q3 24 | $51.42 | $2.02 | ||
| Q2 24 | $36.69 | $2.46 |
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 | — | — |
| 股东权益账面价值 | $-2.9B | $114.1M |
| 总资产 | $20.4B | $378.7M |
| 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AZODIT
| 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AZODIT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $16.5M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $21.8M | ||
| Q2 24 | — | $23.3M |
股东权益AZODIT
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $114.1M | ||
| Q3 25 | $-3.4B | $113.1M | ||
| Q2 25 | $-4.0B | $113.2M | ||
| Q1 25 | $-4.5B | $111.4M | ||
| Q4 24 | $-4.7B | $112.4M | ||
| Q3 24 | $-4.7B | $111.7M | ||
| Q2 24 | $-4.8B | $110.0M |
总资产AZODIT
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $378.7M | ||
| Q3 25 | $19.4B | $391.1M | ||
| Q2 25 | $18.6B | $393.9M | ||
| Q1 25 | $18.1B | $392.0M | ||
| Q4 24 | $17.5B | $404.7M | ||
| Q3 24 | $17.2B | $374.1M | ||
| Q2 24 | $17.1B | $400.6M |
负债/权益比AZODIT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.21× |
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 | $-11.7M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-12.4M |
| 自由现金流率自由现金流/营收 | 0.8% | -1.7% |
| 资本支出强度资本支出/营收 | 7.9% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.80× | -14.75× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $40.6M |
8季度趋势，按日历期对齐
经营现金流AZODIT
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-11.7M | ||
| Q3 25 | $952.8M | $31.1M | ||
| Q2 25 | $769.0M | $-7.0M | ||
| Q1 25 | $583.7M | $34.4M | ||
| Q4 24 | $811.8M | $-39.9M | ||
| Q3 24 | $1.1B | $41.0M | ||
| Q2 24 | $669.5M | $-26.9M |
自由现金流AZODIT
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-12.4M | ||
| Q3 25 | $511.1M | $30.4M | ||
| Q2 25 | $423.1M | $-8.8M | ||
| Q1 25 | $291.0M | $31.4M | ||
| Q4 24 | $564.8M | $-43.3M | ||
| Q3 24 | $723.5M | $37.4M | ||
| Q2 24 | $434.4M | $-32.6M |
自由现金流率AZODIT
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -1.7% | ||
| Q3 25 | 8.2% | 4.1% | ||
| Q2 25 | 9.5% | -1.2% | ||
| Q1 25 | 7.4% | 5.1% | ||
| Q4 24 | 13.2% | -6.1% | ||
| Q3 24 | 11.7% | 5.0% | ||
| Q2 24 | 10.3% | -4.5% |
资本支出强度AZODIT
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.1% | ||
| Q3 25 | 7.1% | 0.1% | ||
| Q2 25 | 7.7% | 0.2% | ||
| Q1 25 | 7.4% | 0.5% | ||
| Q4 24 | 5.8% | 0.5% | ||
| Q3 24 | 5.6% | 0.5% | ||
| Q2 24 | 5.6% | 0.8% |
现金转化率AZODIT
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | -14.75× | ||
| Q3 25 | 1.14× | 63.32× | ||
| Q2 25 | 1.26× | -5.33× | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | -114.43× | ||
| Q3 24 | 1.19× | 33.16× | ||
| Q2 24 | 1.03× | -18.05× |
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
DIT
| Cigarettes | $446.5M | 61% |
| Tobacco | $143.7M | 20% |
| Tobacco Food Service And Other | $82.3M | 11% |
| Confectionery | $46.7M | 6% |
| Retail Segment | $10.8M | 1% |
