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AutoZone（AZO）与DXP ENTERPRISES INC（DXPE）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DXP ENTERPRISES INC的8.1倍（$4.3B vs $527.4M）。AutoZone净利率更高（11.0% vs 4.3%，领先6.6%）。DXP ENTERPRISES INC同比增速更快（12.0% vs 8.1%）。AutoZone自由现金流更多（$35.6M vs $34.5M）。过去两年DXP ENTERPRISES INC的营收复合增速更高（13.1% 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。
DXP Enterprises Inc.是一家领先的工业分销企业，提供维护、维修、运营（MRO）用品、流体处理设备、泵系统及相关技术服务，主要服务制造业、能源、矿业、建筑等领域客户，核心市场覆盖北美地区。
AZO vs DXPE — 直观对比
营收规模更大
AZO
是对方的8.1倍
$527.4M
营收增速更快
DXPE
高出3.8%
8.1%
净利率更高
AZO
高出6.6%
4.3%
自由现金流更多
AZO
多$1.2M
$34.5M
两年增速更快
DXPE
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $527.4M |
| 净利润 | $468.9M | $22.8M |
| 毛利率 | 52.5% | 31.6% |
| 营业利润率 | 16.3% | 8.8% |
| 净利率 | 11.0% | 4.3% |
| 营收同比 | 8.1% | 12.0% |
| 净利润同比 | -3.9% | 6.9% |
| 每股收益（稀释后） | $27.63 | $1.38 |
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AZODXPE
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $527.4M | ||
| Q3 25 | $6.2B | $513.7M | ||
| Q2 25 | $4.5B | $498.7M | ||
| Q1 25 | $4.0B | $476.6M | ||
| Q4 24 | $4.3B | $470.9M | ||
| Q3 24 | $6.2B | $472.9M | ||
| Q2 24 | $4.2B | $445.6M |
净利润AZODXPE
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $22.8M | ||
| Q3 25 | $837.0M | $21.6M | ||
| Q2 25 | $608.4M | $23.6M | ||
| Q1 25 | $487.9M | $20.6M | ||
| Q4 24 | $564.9M | $21.4M | ||
| Q3 24 | $902.2M | $21.1M | ||
| Q2 24 | $651.7M | $16.7M |
毛利率AZODXPE
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 31.6% | ||
| Q3 25 | 51.5% | 31.4% | ||
| Q2 25 | 52.7% | 31.6% | ||
| Q1 25 | 53.9% | 31.5% | ||
| Q4 24 | 53.0% | 31.5% | ||
| Q3 24 | 52.5% | 30.9% | ||
| Q2 24 | 53.5% | 30.9% |
营业利润率AZODXPE
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 8.8% | ||
| Q3 25 | 19.2% | 8.5% | ||
| Q2 25 | 19.4% | 9.2% | ||
| Q1 25 | 17.9% | 8.5% | ||
| Q4 24 | 19.7% | 8.3% | ||
| Q3 24 | 20.9% | 8.4% | ||
| Q2 24 | 21.3% | 8.4% |
净利率AZODXPE
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 4.3% | ||
| Q3 25 | 13.4% | 4.2% | ||
| Q2 25 | 13.6% | 4.7% | ||
| Q1 25 | 12.3% | 4.3% | ||
| Q4 24 | 13.2% | 4.5% | ||
| Q3 24 | 14.5% | 4.5% | ||
| Q2 24 | 15.4% | 3.7% |
每股收益（稀释后）AZODXPE
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $1.38 | ||
| Q3 25 | $48.70 | $1.31 | ||
| Q2 25 | $35.36 | $1.43 | ||
| Q1 25 | $28.29 | $1.25 | ||
| Q4 24 | $32.52 | $1.28 | ||
| Q3 24 | $51.42 | $1.27 | ||
| Q2 24 | $36.69 | $1.00 |
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 | $303.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $498.4M |
| 总资产 | $20.4B | $1.7B |
| 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AZODXPE
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $303.8M | ||
| Q3 25 | $271.8M | $123.8M | ||
| Q2 25 | $268.6M | $112.9M | ||
| Q1 25 | $300.9M | $114.3M | ||
| Q4 24 | $304.0M | $148.3M | ||
| Q3 24 | $298.2M | $35.0M | ||
| Q2 24 | $275.4M | $49.9M |
股东权益AZODXPE
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $498.4M | ||
| Q3 25 | $-3.4B | $488.3M | ||
| Q2 25 | $-4.0B | $468.1M | ||
| Q1 25 | $-4.5B | $444.7M | ||
| Q4 24 | $-4.7B | $422.8M | ||
| Q3 24 | $-4.7B | $402.4M | ||
| Q2 24 | $-4.8B | $384.7M |
总资产AZODXPE
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $1.7B | ||
| Q3 25 | $19.4B | $1.4B | ||
| Q2 25 | $18.6B | $1.4B | ||
| Q1 25 | $18.1B | $1.4B | ||
| Q4 24 | $17.5B | $1.3B | ||
| Q3 24 | $17.2B | $1.2B | ||
| Q2 24 | $17.1B | $1.2B |
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 | $37.8M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $34.5M |
| 自由现金流率自由现金流/营收 | 0.8% | 6.5% |
| 资本支出强度资本支出/营收 | 7.9% | 0.6% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $54.0M |
8季度趋势，按日历期对齐
经营现金流AZODXPE
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $37.8M | ||
| Q3 25 | $952.8M | $34.9M | ||
| Q2 25 | $769.0M | $18.6M | ||
| Q1 25 | $583.7M | $3.0M | ||
| Q4 24 | $811.8M | $32.1M | ||
| Q3 24 | $1.1B | $28.3M | ||
| Q2 24 | $669.5M | $14.7M |
自由现金流AZODXPE
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $34.5M | ||
| Q3 25 | $511.1M | $28.1M | ||
| Q2 25 | $423.1M | $8.3M | ||
| Q1 25 | $291.0M | $-16.9M | ||
| Q4 24 | $564.8M | $22.7M | ||
| Q3 24 | $723.5M | $24.4M | ||
| Q2 24 | $434.4M | $5.9M |
自由现金流率AZODXPE
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 6.5% | ||
| Q3 25 | 8.2% | 5.5% | ||
| Q2 25 | 9.5% | 1.7% | ||
| Q1 25 | 7.4% | -3.6% | ||
| Q4 24 | 13.2% | 4.8% | ||
| Q3 24 | 11.7% | 5.2% | ||
| Q2 24 | 10.3% | 1.3% |
资本支出强度AZODXPE
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.6% | ||
| Q3 25 | 7.1% | 1.3% | ||
| Q2 25 | 7.7% | 2.1% | ||
| Q1 25 | 7.4% | 4.2% | ||
| Q4 24 | 5.8% | 2.0% | ||
| Q3 24 | 5.6% | 0.8% | ||
| Q2 24 | 5.6% | 2.0% |
现金转化率AZODXPE
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 1.65× | ||
| Q3 25 | 1.14× | 1.61× | ||
| Q2 25 | 1.26× | 0.79× | ||
| Q1 25 | 1.20× | 0.14× | ||
| Q4 24 | 1.44× | 1.50× | ||
| Q3 24 | 1.19× | 1.34× | ||
| Q2 24 | 1.03× | 0.88× |
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
DXPE
| Service Centers | $356.2M | 68% |
| Innovative Pumping Solutions | $110.0M | 21% |
| Supply Chain Services | $61.2M | 12% |
