vs
AutoZone（AZO）与Funko, Inc.（FNKO）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Funko, Inc.的15.7倍（$4.3B vs $273.1M）。AutoZone净利率更高（11.0% vs -0.1%，领先11.0%）。AutoZone同比增速更快（8.1% vs -7.0%）。AutoZone自由现金流更多（$35.6M vs $19.2M）。过去两年Funko, Inc.的营收复合增速更高（12.5% 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。
Funko是一家美国知名流行文化周边收藏品牌，主打获得IP授权的限量收藏商品，以 vinyl 搪胶收藏人偶和摇头公仔闻名，同时也生产授权毛绒玩具、可动玩偶、服饰、配件及周边桌游。该品牌由迈克·贝克尔与克劳迪娅·贝克尔于1998年创立，最初只是主打复古怀旧风的小型手工玩具项目。
AZO vs FNKO — 直观对比
营收规模更大
AZO
是对方的15.7倍
$273.1M
营收增速更快
AZO
高出15.2%
-7.0%
净利率更高
AZO
高出11.0%
-0.1%
自由现金流更多
AZO
多$16.4M
$19.2M
两年增速更快
FNKO
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $273.1M |
| 净利润 | $468.9M | $-183.0K |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | 2.2% |
| 净利率 | 11.0% | -0.1% |
| 营收同比 | 8.1% | -7.0% |
| 净利润同比 | -3.9% | 87.8% |
| 每股收益（稀释后） | $27.63 | $0.00 |
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AZOFNKO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $273.1M | ||
| Q3 25 | $6.2B | $250.9M | ||
| Q2 25 | $4.5B | $193.5M | ||
| Q1 25 | $4.0B | $190.7M | ||
| Q4 24 | $4.3B | $293.7M | ||
| Q3 24 | $6.2B | $292.8M | ||
| Q2 24 | $4.2B | $247.7M |
净利润AZOFNKO
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-183.0K | ||
| Q3 25 | $837.0M | $901.0K | ||
| Q2 25 | $608.4M | $-40.5M | ||
| Q1 25 | $487.9M | $-27.6M | ||
| Q4 24 | $564.9M | $-1.5M | ||
| Q3 24 | $902.2M | $4.3M | ||
| Q2 24 | $651.7M | $5.1M |
毛利率AZOFNKO
| 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% | 40.9% | ||
| Q2 24 | 53.5% | 42.0% |
营业利润率AZOFNKO
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 2.2% | ||
| Q3 25 | 19.2% | 2.6% | ||
| Q2 25 | 19.4% | -18.0% | ||
| Q1 25 | 17.9% | -12.2% | ||
| Q4 24 | 19.7% | 1.8% | ||
| Q3 24 | 20.9% | 4.0% | ||
| Q2 24 | 21.3% | 4.3% |
净利率AZOFNKO
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -0.1% | ||
| Q3 25 | 13.4% | 0.4% | ||
| Q2 25 | 13.6% | -20.9% | ||
| Q1 25 | 12.3% | -14.5% | ||
| Q4 24 | 13.2% | -0.5% | ||
| Q3 24 | 14.5% | 1.5% | ||
| Q2 24 | 15.4% | 2.1% |
每股收益（稀释后）AZOFNKO
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.00 | ||
| Q3 25 | $48.70 | $0.02 | ||
| Q2 25 | $35.36 | $-0.74 | ||
| Q1 25 | $28.29 | $-0.52 | ||
| Q4 24 | $32.52 | $-0.01 | ||
| Q3 24 | $51.42 | $0.08 | ||
| Q2 24 | $36.69 | $0.10 |
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 | $42.1M |
| 总债务越低越好 | — | $100.3M |
| 股东权益账面价值 | $-2.9B | $185.8M |
| 总资产 | $20.4B | $685.2M |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资AZOFNKO
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $42.1M | ||
| Q3 25 | $271.8M | $39.2M | ||
| Q2 25 | $268.6M | $49.2M | ||
| Q1 25 | $300.9M | $25.9M | ||
| Q4 24 | $304.0M | $34.7M | ||
| Q3 24 | $298.2M | $28.5M | ||
| Q2 24 | $275.4M | $41.6M |
总债务AZOFNKO
| Q1 26 | — | — | ||
| Q4 25 | — | $100.3M | ||
| Q3 25 | — | $106.0M | ||
| Q2 25 | — | $111.6M | ||
| Q1 25 | — | $117.2M | ||
| Q4 24 | — | $122.8M | ||
| Q3 24 | — | $128.4M | ||
| Q2 24 | — | $133.9M |
股东权益AZOFNKO
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $185.8M | ||
| Q3 25 | $-3.4B | $182.7M | ||
| Q2 25 | $-4.0B | $181.2M | ||
| Q1 25 | $-4.5B | $212.8M | ||
| Q4 24 | $-4.7B | $233.0M | ||
| Q3 24 | $-4.7B | $236.5M | ||
| Q2 24 | $-4.8B | $223.5M |
总资产AZOFNKO
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $685.2M | ||
| Q3 25 | $19.4B | $699.3M | ||
| Q2 25 | $18.6B | $694.9M | ||
| Q1 25 | $18.1B | $648.4M | ||
| Q4 24 | $17.5B | $707.3M | ||
| Q3 24 | $17.2B | $783.6M | ||
| Q2 24 | $17.1B | $737.8M |
负债/权益比AZOFNKO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.58× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.60× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $19.2M |
| 自由现金流率自由现金流/营收 | 0.8% | 7.0% |
| 资本支出强度资本支出/营收 | 7.9% | 3.3% |
| 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 | $-38.1M |
8季度趋势，按日历期对齐
经营现金流AZOFNKO
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $28.1M | ||
| Q3 25 | $952.8M | $11.2M | ||
| Q2 25 | $769.0M | $-22.2M | ||
| Q1 25 | $583.7M | $-22.3M | ||
| Q4 24 | $811.8M | $59.8M | ||
| Q3 24 | $1.1B | $3.3M | ||
| Q2 24 | $669.5M | $45.9M |
自由现金流AZOFNKO
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $19.2M | ||
| Q3 25 | $511.1M | $3.4M | ||
| Q2 25 | $423.1M | $-31.8M | ||
| Q1 25 | $291.0M | $-28.8M | ||
| Q4 24 | $564.8M | $47.8M | ||
| Q3 24 | $723.5M | $-4.2M | ||
| Q2 24 | $434.4M | $36.8M |
自由现金流率AZOFNKO
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 7.0% | ||
| Q3 25 | 8.2% | 1.3% | ||
| Q2 25 | 9.5% | -16.5% | ||
| Q1 25 | 7.4% | -15.1% | ||
| Q4 24 | 13.2% | 16.3% | ||
| Q3 24 | 11.7% | -1.4% | ||
| Q2 24 | 10.3% | 14.9% |
资本支出强度AZOFNKO
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 3.3% | ||
| Q3 25 | 7.1% | 3.1% | ||
| Q2 25 | 7.7% | 5.0% | ||
| Q1 25 | 7.4% | 3.4% | ||
| Q4 24 | 5.8% | 4.1% | ||
| Q3 24 | 5.6% | 2.6% | ||
| Q2 24 | 5.6% | 3.7% |
现金转化率AZOFNKO
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 12.47× | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | 0.77× | ||
| Q2 24 | 1.03× | 8.97× |
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
FNKO
| Core Collectibles | $221.0M | 81% |
| Loungefly LLC | $43.1M | 16% |
| Other Products Excluding Core Collectibles And Loungefly Brands | $9.0M | 3% |
