vs
AutoZone（AZO）与FirstEnergy（FE）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FirstEnergy的1.1倍（$4.3B vs $3.8B），AutoZone净利率更高（11.0% vs -1.3%，领先12.3%），FirstEnergy同比增速更快（19.6% vs 8.1%），AutoZone自由现金流更多（$35.6M vs $-30.0M），过去两年FirstEnergy的营收复合增速更高（7.5% 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。
FirstEnergy Corp是总部位于美国俄亥俄州阿克伦市的电力公用事业企业，主营电力供应、电网运营相关业务，于1997年由俄亥俄爱迪生公司与森特里奥尔能源公司合并组建，是美国中西部地区颇具影响力的公共事业服务商。
AZO vs FE — 直观对比
营收规模更大
AZO
是对方的1.1倍
$3.8B
营收增速更快
FE
高出11.4%
8.1%
净利率更高
AZO
高出12.3%
-1.3%
自由现金流更多
AZO
多$65.6M
$-30.0M
两年增速更快
FE
近两年复合增速
0.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $3.8B |
| 净利润 | $468.9M | $-49.0M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | -0.6% |
| 净利率 | 11.0% | -1.3% |
| 营收同比 | 8.1% | 19.6% |
| 净利润同比 | -3.9% | -118.8% |
| 每股收益（稀释后） | $27.63 | $-0.08 |
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AZOFE
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $3.8B | ||
| Q3 25 | $6.2B | $4.1B | ||
| Q2 25 | $4.5B | $3.4B | ||
| Q1 25 | $4.0B | $3.8B | ||
| Q4 24 | $4.3B | $3.2B | ||
| Q3 24 | $6.2B | $3.7B | ||
| Q2 24 | $4.2B | $3.3B |
净利润AZOFE
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-49.0M | ||
| Q3 25 | $837.0M | $441.0M | ||
| Q2 25 | $608.4M | $268.0M | ||
| Q1 25 | $487.9M | $360.0M | ||
| Q4 24 | $564.9M | $261.0M | ||
| Q3 24 | $902.2M | $419.0M | ||
| Q2 24 | $651.7M | $45.0M |
毛利率AZOFE
| 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AZOFE
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -0.6% | ||
| Q3 25 | 19.2% | 20.0% | ||
| Q2 25 | 19.4% | 19.1% | ||
| Q1 25 | 17.9% | 20.0% | ||
| Q4 24 | 19.7% | 19.3% | ||
| Q3 24 | 20.9% | 19.5% | ||
| Q2 24 | 21.3% | 12.9% |
净利率AZOFE
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -1.3% | ||
| Q3 25 | 13.4% | 10.6% | ||
| Q2 25 | 13.6% | 7.9% | ||
| Q1 25 | 12.3% | 9.6% | ||
| Q4 24 | 13.2% | 8.2% | ||
| Q3 24 | 14.5% | 11.2% | ||
| Q2 24 | 15.4% | 1.4% |
每股收益（稀释后）AZOFE
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.08 | ||
| Q3 25 | $48.70 | $0.76 | ||
| Q2 25 | $35.36 | $0.46 | ||
| Q1 25 | $28.29 | $0.62 | ||
| Q4 24 | $32.52 | $0.45 | ||
| Q3 24 | $51.42 | $0.73 | ||
| Q2 24 | $36.69 | $0.08 |
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 | $57.0M |
| 总债务越低越好 | — | $25.5B |
| 股东权益账面价值 | $-2.9B | $12.5B |
| 总资产 | $20.4B | $55.9B |
| 负债/权益比越低杠杆越低 | — | 2.04× |
8季度趋势，按日历期对齐
现金及短期投资AZOFE
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $57.0M | ||
| Q3 25 | $271.8M | $1.4B | ||
| Q2 25 | $268.6M | $569.0M | ||
| Q1 25 | $300.9M | $132.0M | ||
| Q4 24 | $304.0M | $111.0M | ||
| Q3 24 | $298.2M | $439.0M | ||
| Q2 24 | $275.4M | $60.0M |
总债务AZOFE
| Q1 26 | — | — | ||
| Q4 25 | — | $25.5B | ||
| Q3 25 | — | $25.5B | ||
| Q2 25 | — | $23.7B | ||
| Q1 25 | — | $21.2B | ||
| Q4 24 | — | $22.5B | ||
| Q3 24 | — | $21.6B | ||
| Q2 24 | — | $20.8B |
股东权益AZOFE
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $12.5B | ||
| Q3 25 | $-3.4B | $12.8B | ||
| Q2 25 | $-4.0B | $12.9B | ||
| Q1 25 | $-4.5B | $12.6B | ||
| Q4 24 | $-4.7B | $12.5B | ||
| Q3 24 | $-4.7B | $12.4B | ||
| Q2 24 | $-4.8B | $12.5B |
总资产AZOFE
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $55.9B | ||
| Q3 25 | $19.4B | $55.9B | ||
| Q2 25 | $18.6B | $54.2B | ||
| Q1 25 | $18.1B | $52.8B | ||
| Q4 24 | $17.5B | $52.0B | ||
| Q3 24 | $17.2B | $50.8B | ||
| Q2 24 | $17.1B | $51.0B |
负债/权益比AZOFE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.04× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.67× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-30.0M |
| 自由现金流率自由现金流/营收 | 0.8% | -0.8% |
| 资本支出强度资本支出/营收 | 7.9% | 30.7% |
| 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 | $-1.0B |
8季度趋势，按日历期对齐
经营现金流AZOFE
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $1.1B | ||
| Q3 25 | $952.8M | $845.0M | ||
| Q2 25 | $769.0M | $1.1B | ||
| Q1 25 | $583.7M | $637.0M | ||
| Q4 24 | $811.8M | $1.0B | ||
| Q3 24 | $1.1B | $775.0M | ||
| Q2 24 | $669.5M | $1.1B |
自由现金流AZOFE
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-30.0M | ||
| Q3 25 | $511.1M | $-471.0M | ||
| Q2 25 | $423.1M | $-136.0M | ||
| Q1 25 | $291.0M | $-368.0M | ||
| Q4 24 | $564.8M | $-250.0M | ||
| Q3 24 | $723.5M | $-229.0M | ||
| Q2 24 | $434.4M | $170.0M |
自由现金流率AZOFE
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -0.8% | ||
| Q3 25 | 8.2% | -11.4% | ||
| Q2 25 | 9.5% | -4.0% | ||
| Q1 25 | 7.4% | -9.8% | ||
| Q4 24 | 13.2% | -7.9% | ||
| Q3 24 | 11.7% | -6.1% | ||
| Q2 24 | 10.3% | 5.2% |
资本支出强度AZOFE
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 30.7% | ||
| Q3 25 | 7.1% | 31.7% | ||
| Q2 25 | 7.7% | 36.0% | ||
| Q1 25 | 7.4% | 26.7% | ||
| Q4 24 | 5.8% | 40.7% | ||
| Q3 24 | 5.6% | 26.9% | ||
| Q2 24 | 5.6% | 28.7% |
现金转化率AZOFE
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 1.92× | ||
| Q2 25 | 1.26× | 4.04× | ||
| Q1 25 | 1.20× | 1.77× | ||
| Q4 24 | 1.44× | 4.00× | ||
| Q3 24 | 1.19× | 1.85× | ||
| Q2 24 | 1.03× | 24.71× |
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
FE
| Integrated Segment | $1.4B | 37% |
| Other | $1.4B | 36% |
| Stand Alone Transmission Segment | $466.0M | 12% |
| Industrial Customers | $167.0M | 4% |
| Mid Atlantic Interstate Transmission LLC | $118.0M | 3% |
| Transmission | $105.0M | 3% |
| Transmission Segment | $68.0M | 2% |
| Tr AIL | $63.0M | 2% |
| Internal Customers | $10.0M | 0% |
| Wholesale Sales | $6.0M | 0% |
