vs
AutoZone（AZO）与FIVE BELOW, INC（FIVE）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FIVE BELOW, INC的4.1倍（$4.3B vs $1.0B）。AutoZone净利率更高（11.0% vs 3.5%，领先7.5%）。FIVE BELOW, INC同比增速更快（23.1% vs 8.1%）。AutoZone自由现金流更多（$35.6M vs $-133.2M）。过去两年AutoZone的营收复合增速更高（0.5% vs -11.9%）
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。
Five Below是美国特色折扣礼品连锁品牌，2002年成立，总部位于宾夕法尼亚州费城，主要面向青少年消费群体，旗下绝大多数商品定价不超过5美元，另有少量精选商品最高定价40美元，目前在全美拥有超过1850家线下门店。
AZO vs FIVE — 直观对比
营收规模更大
AZO
是对方的4.1倍
$1.0B
营收增速更快
FIVE
高出14.9%
8.1%
净利率更高
AZO
高出7.5%
3.5%
自由现金流更多
AZO
多$168.8M
$-133.2M
两年增速更快
AZO
近两年复合增速
-11.9%
损益表 — Q2 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $1.0B |
| 净利润 | $468.9M | $36.5M |
| 毛利率 | 52.5% | 33.8% |
| 营业利润率 | 16.3% | 4.2% |
| 净利率 | 11.0% | 3.5% |
| 营收同比 | 8.1% | 23.1% |
| 净利润同比 | -3.9% | 2063.9% |
| 每股收益（稀释后） | $27.63 | $0.66 |
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AZOFIVE
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $1.0B | ||
| Q3 25 | $6.2B | $1.0B | ||
| Q2 25 | $4.5B | $970.5M | ||
| Q1 25 | $4.0B | $1.4B | ||
| Q4 24 | $4.3B | $843.7M | ||
| Q3 24 | $6.2B | $830.1M | ||
| Q2 24 | $4.2B | $811.9M |
净利润AZOFIVE
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $36.5M | ||
| Q3 25 | $837.0M | $42.8M | ||
| Q2 25 | $608.4M | $41.1M | ||
| Q1 25 | $487.9M | $187.5M | ||
| Q4 24 | $564.9M | $1.7M | ||
| Q3 24 | $902.2M | $33.0M | ||
| Q2 24 | $651.7M | $31.5M |
毛利率AZOFIVE
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 33.8% | ||
| Q3 25 | 51.5% | 33.3% | ||
| Q2 25 | 52.7% | 33.4% | ||
| Q1 25 | 53.9% | 40.2% | ||
| Q4 24 | 53.0% | 30.6% | ||
| Q3 24 | 52.5% | 32.7% | ||
| Q2 24 | 53.5% | 32.5% |
营业利润率AZOFIVE
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 4.2% | ||
| Q3 25 | 19.2% | 5.1% | ||
| Q2 25 | 19.4% | 5.2% | ||
| Q1 25 | 17.9% | 17.7% | ||
| Q4 24 | 19.7% | -0.1% | ||
| Q3 24 | 20.9% | 5.0% | ||
| Q2 24 | 21.3% | 4.5% |
净利率AZOFIVE
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 3.5% | ||
| Q3 25 | 13.4% | 4.2% | ||
| Q2 25 | 13.6% | 4.2% | ||
| Q1 25 | 12.3% | 13.5% | ||
| Q4 24 | 13.2% | 0.2% | ||
| Q3 24 | 14.5% | 4.0% | ||
| Q2 24 | 15.4% | 3.9% |
每股收益（稀释后）AZOFIVE
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.66 | ||
| Q3 25 | $48.70 | $0.77 | ||
| Q2 25 | $35.36 | $0.75 | ||
| Q1 25 | $28.29 | $3.40 | ||
| Q4 24 | $32.52 | $0.03 | ||
| Q3 24 | $51.42 | $0.60 | ||
| Q2 24 | $36.69 | $0.57 |
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 | $524.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $2.0B |
| 总资产 | $20.4B | $4.8B |
| 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AZOFIVE
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $524.5M | ||
| Q3 25 | $271.8M | $670.2M | ||
| Q2 25 | $268.6M | $624.0M | ||
| Q1 25 | $300.9M | $528.8M | ||
| Q4 24 | $304.0M | $216.6M | ||
| Q3 24 | $298.2M | $327.7M | ||
| Q2 24 | $275.4M | $369.6M |
股东权益AZOFIVE
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $2.0B | ||
| Q3 25 | $-3.4B | $1.9B | ||
| Q2 25 | $-4.0B | $1.9B | ||
| Q1 25 | $-4.5B | $1.8B | ||
| Q4 24 | $-4.7B | $1.6B | ||
| Q3 24 | $-4.7B | $1.6B | ||
| Q2 24 | $-4.8B | $1.6B |
总资产AZOFIVE
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $4.8B | ||
| Q3 25 | $19.4B | $4.6B | ||
| Q2 25 | $18.6B | $4.5B | ||
| Q1 25 | $18.1B | $4.3B | ||
| Q4 24 | $17.5B | $4.2B | ||
| Q3 24 | $17.2B | $4.0B | ||
| Q2 24 | $17.1B | $3.9B |
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 | $-80.1M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-133.2M |
| 自由现金流率自由现金流/营收 | 0.8% | -12.8% |
| 资本支出强度资本支出/营收 | 7.9% | 5.1% |
| 现金转化率经营现金流/净利润 | 0.80× | -2.19× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $323.0M |
8季度趋势，按日历期对齐
经营现金流AZOFIVE
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-80.1M | ||
| Q3 25 | $952.8M | $93.0M | ||
| Q2 25 | $769.0M | $132.7M | ||
| Q1 25 | $583.7M | $363.5M | ||
| Q4 24 | $811.8M | $-30.6M | ||
| Q3 24 | $1.1B | $71.3M | ||
| Q2 24 | $669.5M | $26.4M |
自由现金流AZOFIVE
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-133.2M | ||
| Q3 25 | $511.1M | $48.3M | ||
| Q2 25 | $423.1M | $96.5M | ||
| Q1 25 | $291.0M | $311.4M | ||
| Q4 24 | $564.8M | $-111.0M | ||
| Q3 24 | $723.5M | $-32.4M | ||
| Q2 24 | $434.4M | $-61.4M |
自由现金流率AZOFIVE
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -12.8% | ||
| Q3 25 | 8.2% | 4.7% | ||
| Q2 25 | 9.5% | 9.9% | ||
| Q1 25 | 7.4% | 22.4% | ||
| Q4 24 | 13.2% | -13.2% | ||
| Q3 24 | 11.7% | -3.9% | ||
| Q2 24 | 10.3% | -7.6% |
资本支出强度AZOFIVE
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 5.1% | ||
| Q3 25 | 7.1% | 4.4% | ||
| Q2 25 | 7.7% | 3.7% | ||
| Q1 25 | 7.4% | 3.7% | ||
| Q4 24 | 5.8% | 9.5% | ||
| Q3 24 | 5.6% | 12.5% | ||
| Q2 24 | 5.6% | 10.8% |
现金转化率AZOFIVE
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | -2.19× | ||
| Q3 25 | 1.14× | 2.17× | ||
| Q2 25 | 1.26× | 3.22× | ||
| Q1 25 | 1.20× | 1.94× | ||
| Q4 24 | 1.44× | -18.13× | ||
| Q3 24 | 1.19× | 2.16× | ||
| Q2 24 | 1.03× | 0.84× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
