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AutoZone（AZO）与Ferguson Enterprises Inc.（FERG）财务数据对比。点击上方公司名可切换其他公司
Ferguson Enterprises Inc.的季度营收约是AutoZone的1.9倍（$8.2B vs $4.3B）。AutoZone净利率更高（11.0% vs 7.0%，领先4.0%）。AutoZone同比增速更快（8.1% vs 5.1%）。Ferguson Enterprises Inc.自由现金流更多（$312.0M vs $35.6M）。过去两年Ferguson Enterprises Inc.的营收复合增速更高（5.7% 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。
Ferguson Enterprises Inc.总部位于美国弗吉尼亚州纽波特纽斯，注册地为特拉华州，是美国规模最大的水暖、暖通空调、家电、照明、管材管件、给排水产品分销商。公司95%营收来自美国本土，5%来自加拿大，拥有3.6万家供应商，运营11个区域配送中心、4个主配送中心及近5900个营业网点。
AZO vs FERG — 直观对比
营收规模更大
FERG
是对方的1.9倍
$4.3B
营收增速更快
AZO
高出3.0%
5.1%
净利率更高
AZO
高出4.0%
7.0%
自由现金流更多
FERG
多$276.4M
$35.6M
两年增速更快
FERG
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $8.2B |
| 净利润 | $468.9M | $570.0M |
| 毛利率 | 52.5% | 30.7% |
| 营业利润率 | 16.3% | 9.4% |
| 净利率 | 11.0% | 7.0% |
| 营收同比 | 8.1% | 5.1% |
| 净利润同比 | -3.9% | 21.3% |
| 每股收益（稀释后） | $27.63 | $2.90 |
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AZOFERG
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $8.2B | ||
| Q3 25 | $6.2B | $8.5B | ||
| Q2 25 | $4.5B | $7.6B | ||
| Q1 25 | $4.0B | $6.9B | ||
| Q4 24 | $4.3B | $7.8B | ||
| Q3 24 | $6.2B | $7.9B | ||
| Q2 24 | $4.2B | $7.3B |
净利润AZOFERG
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $570.0M | ||
| Q3 25 | $837.0M | $700.0M | ||
| Q2 25 | $608.4M | $410.0M | ||
| Q1 25 | $487.9M | $276.0M | ||
| Q4 24 | $564.9M | $470.0M | ||
| Q3 24 | $902.2M | $451.0M | ||
| Q2 24 | $651.7M | $443.0M |
毛利率AZOFERG
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 30.7% | ||
| Q3 25 | 51.5% | 31.7% | ||
| Q2 25 | 52.7% | 31.0% | ||
| Q1 25 | 53.9% | 29.7% | ||
| Q4 24 | 53.0% | 30.1% | ||
| Q3 24 | 52.5% | 31.0% | ||
| Q2 24 | 53.5% | 30.5% |
营业利润率AZOFERG
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 9.4% | ||
| Q3 25 | 19.2% | 10.9% | ||
| Q2 25 | 19.4% | 8.0% | ||
| Q1 25 | 17.9% | 6.0% | ||
| Q4 24 | 19.7% | 8.6% | ||
| Q3 24 | 20.9% | 10.2% | ||
| Q2 24 | 21.3% | 8.6% |
净利率AZOFERG
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 7.0% | ||
| Q3 25 | 13.4% | 8.2% | ||
| Q2 25 | 13.6% | 5.4% | ||
| Q1 25 | 12.3% | 4.0% | ||
| Q4 24 | 13.2% | 6.0% | ||
| Q3 24 | 14.5% | 5.7% | ||
| Q2 24 | 15.4% | 6.1% |
每股收益（稀释后）AZOFERG
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $2.90 | ||
| Q3 25 | $48.70 | $3.53 | ||
| Q2 25 | $35.36 | $2.07 | ||
| Q1 25 | $28.29 | $1.38 | ||
| Q4 24 | $32.52 | $2.34 | ||
| Q3 24 | $51.42 | $2.23 | ||
| Q2 24 | $36.69 | $2.18 |
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 | $526.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $6.1B |
| 总资产 | $20.4B | $17.7B |
| 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AZOFERG
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $526.0M | ||
| Q3 25 | $271.8M | $674.0M | ||
| Q2 25 | $268.6M | $519.0M | ||
| Q1 25 | $300.9M | $764.0M | ||
| Q4 24 | $304.0M | $601.0M | ||
| Q3 24 | $298.2M | $571.0M | ||
| Q2 24 | $275.4M | — |
总债务AZOFERG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | — |
股东权益AZOFERG
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $6.1B | ||
| Q3 25 | $-3.4B | $5.8B | ||
| Q2 25 | $-4.0B | $5.5B | ||
| Q1 25 | $-4.5B | $5.5B | ||
| Q4 24 | $-4.7B | $5.7B | ||
| Q3 24 | $-4.7B | $5.6B | ||
| Q2 24 | $-4.8B | $5.5B |
总资产AZOFERG
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $17.7B | ||
| Q3 25 | $19.4B | $17.7B | ||
| Q2 25 | $18.6B | $17.3B | ||
| Q1 25 | $18.1B | $16.5B | ||
| Q4 24 | $17.5B | $16.9B | ||
| Q3 24 | $17.2B | $16.6B | ||
| Q2 24 | $17.1B | — |
负债/权益比AZOFERG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.70× | ||
| 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 | $430.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $312.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 3.8% |
| 资本支出强度资本支出/营收 | 7.9% | 1.4% |
| 现金转化率经营现金流/净利润 | 0.80× | 0.75× |
| 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AZOFERG
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $430.0M | ||
| Q3 25 | $952.8M | $541.0M | ||
| Q2 25 | $769.0M | $682.0M | ||
| Q1 25 | $583.7M | $340.0M | ||
| Q4 24 | $811.8M | $345.0M | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $669.5M | — |
自由现金流AZOFERG
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $312.0M | ||
| Q3 25 | $511.1M | — | ||
| Q2 25 | $423.1M | $605.0M | ||
| Q1 25 | $291.0M | $259.0M | ||
| Q4 24 | $564.8M | $268.0M | ||
| Q3 24 | $723.5M | — | ||
| Q2 24 | $434.4M | — |
自由现金流率AZOFERG
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 3.8% | ||
| Q3 25 | 8.2% | — | ||
| Q2 25 | 9.5% | 7.9% | ||
| Q1 25 | 7.4% | 3.8% | ||
| Q4 24 | 13.2% | 3.4% | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 10.3% | — |
资本支出强度AZOFERG
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 1.4% | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 7.7% | 1.0% | ||
| Q1 25 | 7.4% | 1.2% | ||
| Q4 24 | 5.8% | 1.0% | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.6% | — |
现金转化率AZOFERG
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 0.75× | ||
| Q3 25 | 1.14× | 0.77× | ||
| Q2 25 | 1.26× | 1.66× | ||
| Q1 25 | 1.20× | 1.23× | ||
| Q4 24 | 1.44× | 0.73× | ||
| 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
