vs
AutoZone（AZO）与福陆（FLR）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是福陆的1.0倍（$4.3B vs $4.2B），AutoZone净利率更高（11.0% vs -37.7%，领先48.6%），AutoZone同比增速更快（8.1% vs -2.0%），AutoZone自由现金流更多（$35.6M vs $-378.0M），过去两年福陆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。
福陆是总部位于美国得克萨斯州欧文市的工程建设企业，通过旗下子公司提供油气、工业与基础设施、政府项目及电力三大核心领域的服务，是《财富》世界500强中排名最高的上市工程建设企业，总排名位列第265位。
AZO vs FLR — 直观对比
营收规模更大
AZO
是对方的1.0倍
$4.2B
营收增速更快
AZO
高出10.1%
-2.0%
净利率更高
AZO
高出48.6%
-37.7%
自由现金流更多
AZO
多$413.6M
$-378.0M
两年增速更快
FLR
近两年复合增速
0.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $4.2B |
| 净利润 | $468.9M | $-1.6B |
| 毛利率 | 52.5% | 3.2% |
| 营业利润率 | 16.3% | 1.3% |
| 净利率 | 11.0% | -37.7% |
| 营收同比 | 8.1% | -2.0% |
| 净利润同比 | -3.9% | -184.4% |
| 每股收益（稀释后） | $27.63 | $-9.40 |
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AZOFLR
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $4.2B | ||
| Q3 25 | $6.2B | $3.4B | ||
| Q2 25 | $4.5B | $4.0B | ||
| Q1 25 | $4.0B | $4.0B | ||
| Q4 24 | $4.3B | $4.3B | ||
| Q3 24 | $6.2B | $4.1B | ||
| Q2 24 | $4.2B | $4.2B |
净利润AZOFLR
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-1.6B | ||
| Q3 25 | $837.0M | $-697.0M | ||
| Q2 25 | $608.4M | $2.5B | ||
| Q1 25 | $487.9M | $-241.0M | ||
| Q4 24 | $564.9M | $1.9B | ||
| Q3 24 | $902.2M | $54.0M | ||
| Q2 24 | $651.7M | $169.0M |
毛利率AZOFLR
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 3.2% | ||
| Q3 25 | 51.5% | -13.3% | ||
| Q2 25 | 52.7% | 1.4% | ||
| Q1 25 | 53.9% | 3.5% | ||
| Q4 24 | 53.0% | 4.9% | ||
| Q3 24 | 52.5% | 2.1% | ||
| Q2 24 | 53.5% | 4.2% |
营业利润率AZOFLR
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 1.3% | ||
| Q3 25 | 19.2% | -14.7% | ||
| Q2 25 | 19.4% | -0.7% | ||
| Q1 25 | 17.9% | 2.3% | ||
| Q4 24 | 19.7% | 4.4% | ||
| Q3 24 | 20.9% | 1.2% | ||
| Q2 24 | 21.3% | 4.2% |
净利率AZOFLR
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -37.7% | ||
| Q3 25 | 13.4% | -20.7% | ||
| Q2 25 | 13.6% | 61.8% | ||
| Q1 25 | 12.3% | -6.1% | ||
| Q4 24 | 13.2% | 43.7% | ||
| Q3 24 | 14.5% | 1.3% | ||
| Q2 24 | 15.4% | 4.0% |
每股收益（稀释后）AZOFLR
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-9.40 | ||
| Q3 25 | $48.70 | $-4.30 | ||
| Q2 25 | $35.36 | $14.81 | ||
| Q1 25 | $28.29 | $-1.42 | ||
| Q4 24 | $32.52 | $10.68 | ||
| Q3 24 | $51.42 | $0.31 | ||
| Q2 24 | $36.69 | $0.97 |
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 | $2.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $3.2B |
| 总资产 | $20.4B | $8.2B |
| 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AZOFLR
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $2.2B | ||
| Q3 25 | $271.8M | $2.8B | ||
| Q2 25 | $268.6M | $2.3B | ||
| Q1 25 | $300.9M | $2.5B | ||
| Q4 24 | $304.0M | $3.0B | ||
| Q3 24 | $298.2M | $3.0B | ||
| Q2 24 | $275.4M | $2.7B |
股东权益AZOFLR
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $3.2B | ||
| Q3 25 | $-3.4B | $5.2B | ||
| Q2 25 | $-4.0B | $5.9B | ||
| Q1 25 | $-4.5B | $3.6B | ||
| Q4 24 | $-4.7B | $3.9B | ||
| Q3 24 | $-4.7B | $2.3B | ||
| Q2 24 | $-4.8B | $2.1B |
总资产AZOFLR
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $8.2B | ||
| Q3 25 | $19.4B | $11.5B | ||
| Q2 25 | $18.6B | $11.8B | ||
| Q1 25 | $18.1B | $8.4B | ||
| Q4 24 | $17.5B | $9.1B | ||
| Q3 24 | $17.2B | $7.1B | ||
| Q2 24 | $17.1B | $6.8B |
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 | $-366.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-378.0M |
| 自由现金流率自由现金流/营收 | 0.8% | -9.1% |
| 资本支出强度资本支出/营收 | 7.9% | 0.3% |
| 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 | $-437.0M |
8季度趋势，按日历期对齐
经营现金流AZOFLR
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-366.0M | ||
| Q3 25 | $952.8M | $286.0M | ||
| Q2 25 | $769.0M | $-21.0M | ||
| Q1 25 | $583.7M | $-286.0M | ||
| Q4 24 | $811.8M | $327.0M | ||
| Q3 24 | $1.1B | $330.0M | ||
| Q2 24 | $669.5M | $282.0M |
自由现金流AZOFLR
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-378.0M | ||
| Q3 25 | $511.1M | $273.0M | ||
| Q2 25 | $423.1M | $-35.0M | ||
| Q1 25 | $291.0M | $-297.0M | ||
| Q4 24 | $564.8M | $296.0M | ||
| Q3 24 | $723.5M | $279.0M | ||
| Q2 24 | $434.4M | $234.0M |
自由现金流率AZOFLR
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -9.1% | ||
| Q3 25 | 8.2% | 8.1% | ||
| Q2 25 | 9.5% | -0.9% | ||
| Q1 25 | 7.4% | -7.5% | ||
| Q4 24 | 13.2% | 6.9% | ||
| Q3 24 | 11.7% | 6.8% | ||
| Q2 24 | 10.3% | 5.5% |
资本支出强度AZOFLR
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.3% | ||
| Q3 25 | 7.1% | 0.4% | ||
| Q2 25 | 7.7% | 0.4% | ||
| Q1 25 | 7.4% | 0.3% | ||
| Q4 24 | 5.8% | 0.7% | ||
| Q3 24 | 5.6% | 1.2% | ||
| Q2 24 | 5.6% | 1.1% |
现金转化率AZOFLR
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.26× | -0.01× | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | 0.18× | ||
| Q3 24 | 1.19× | 6.11× | ||
| Q2 24 | 1.03× | 1.67× |
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
FLR
| Urban Solutions Segment | $2.6B | 63% |
| Energy Solutions Segment | $943.0M | 23% |
| Mission Solutions Segment | $600.0M | 14% |
