vs
AutoZone（AZO）与化石集团（FOSL）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是化石集团的15.8倍（$4.3B vs $270.2M）。AutoZone净利率更高（11.0% vs -14.8%，领先25.8%）。AutoZone同比增速更快（8.1% vs -21.1%）。AutoZone自由现金流更多（$35.6M vs $-22.5M）。过去两年AutoZone的营收复合增速更高（0.5% vs -11.4%）
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。
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
AZO vs FOSL — 直观对比
营收规模更大
AZO
是对方的15.8倍
$270.2M
营收增速更快
AZO
高出29.2%
-21.1%
净利率更高
AZO
高出25.8%
-14.8%
自由现金流更多
AZO
多$58.1M
$-22.5M
两年增速更快
AZO
近两年复合增速
-11.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $270.2M |
| 净利润 | $468.9M | $-40.0M |
| 毛利率 | 52.5% | 49.0% |
| 营业利润率 | 16.3% | -8.0% |
| 净利率 | 11.0% | -14.8% |
| 营收同比 | 8.1% | -21.1% |
| 净利润同比 | -3.9% | -257.8% |
| 每股收益（稀释后） | $27.63 | $-0.76 |
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AZOFOSL
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $270.2M | ||
| Q3 25 | $6.2B | $220.4M | ||
| Q2 25 | $4.5B | $233.3M | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.3B | $342.3M | ||
| Q3 24 | $6.2B | $287.8M | ||
| Q2 24 | $4.2B | $260.0M |
净利润AZOFOSL
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-40.0M | ||
| Q3 25 | $837.0M | $-2.1M | ||
| Q2 25 | $608.4M | $-17.9M | ||
| Q1 25 | $487.9M | — | ||
| Q4 24 | $564.9M | $-11.2M | ||
| Q3 24 | $902.2M | $-31.9M | ||
| Q2 24 | $651.7M | $-38.8M |
毛利率AZOFOSL
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 49.0% | ||
| Q3 25 | 51.5% | 57.5% | ||
| Q2 25 | 52.7% | 61.3% | ||
| Q1 25 | 53.9% | — | ||
| Q4 24 | 53.0% | 53.9% | ||
| Q3 24 | 52.5% | 49.4% | ||
| Q2 24 | 53.5% | 52.6% |
营业利润率AZOFOSL
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -8.0% | ||
| Q3 25 | 19.2% | 3.9% | ||
| Q2 25 | 19.4% | -2.9% | ||
| Q1 25 | 17.9% | — | ||
| Q4 24 | 19.7% | -4.8% | ||
| Q3 24 | 20.9% | -8.5% | ||
| Q2 24 | 21.3% | -13.1% |
净利率AZOFOSL
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -14.8% | ||
| Q3 25 | 13.4% | -1.0% | ||
| Q2 25 | 13.6% | -7.7% | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 13.2% | -3.3% | ||
| Q3 24 | 14.5% | -11.1% | ||
| Q2 24 | 15.4% | -14.9% |
每股收益（稀释后）AZOFOSL
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.76 | ||
| Q3 25 | $48.70 | $-0.04 | ||
| Q2 25 | $35.36 | $-0.33 | ||
| Q1 25 | $28.29 | — | ||
| Q4 24 | $32.52 | $-0.15 | ||
| Q3 24 | $51.42 | $-0.60 | ||
| Q2 24 | $36.69 | $-0.73 |
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 | $79.2M |
| 总债务越低越好 | — | $169.1M |
| 股东权益账面价值 | $-2.9B | $112.6M |
| 总资产 | $20.4B | $701.0M |
| 负债/权益比越低杠杆越低 | — | 1.50× |
8季度趋势，按日历期对齐
现金及短期投资AZOFOSL
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $79.2M | ||
| Q3 25 | $271.8M | $109.9M | ||
| Q2 25 | $268.6M | $78.3M | ||
| Q1 25 | $300.9M | — | ||
| Q4 24 | $304.0M | $123.6M | ||
| Q3 24 | $298.2M | $106.3M | ||
| Q2 24 | $275.4M | $104.9M |
总债务AZOFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | $169.1M | ||
| Q3 25 | — | $165.6M | ||
| Q2 25 | — | $167.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $162.7M | ||
| Q3 24 | — | $173.4M | ||
| Q2 24 | — | $156.5M |
股东权益AZOFOSL
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $112.6M | ||
| Q3 25 | $-3.4B | $150.3M | ||
| Q2 25 | $-4.0B | $140.6M | ||
| Q1 25 | $-4.5B | — | ||
| Q4 24 | $-4.7B | $148.7M | ||
| Q3 24 | $-4.7B | $164.4M | ||
| Q2 24 | $-4.8B | $189.6M |
总资产AZOFOSL
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $701.0M | ||
| Q3 25 | $19.4B | $704.5M | ||
| Q2 25 | $18.6B | $686.0M | ||
| Q1 25 | $18.1B | — | ||
| Q4 24 | $17.5B | $763.6M | ||
| Q3 24 | $17.2B | $812.4M | ||
| Q2 24 | $17.1B | $785.7M |
负债/权益比AZOFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.50× | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 1.06× | ||
| Q2 24 | — | 0.83× |
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 | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-22.5M |
| 自由现金流率自由现金流/营收 | 0.8% | -8.3% |
| 资本支出强度资本支出/营收 | 7.9% | 0.1% |
| 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 | $-46.0M |
8季度趋势，按日历期对齐
经营现金流AZOFOSL
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-22.2M | ||
| Q3 25 | $952.8M | $9.4M | ||
| Q2 25 | $769.0M | $-60.4M | ||
| Q1 25 | $583.7M | — | ||
| Q4 24 | $811.8M | $30.5M | ||
| Q3 24 | $1.1B | $-22.8M | ||
| Q2 24 | $669.5M | $38.4M |
自由现金流AZOFOSL
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-22.5M | ||
| Q3 25 | $511.1M | $8.6M | ||
| Q2 25 | $423.1M | $-60.6M | ||
| Q1 25 | $291.0M | — | ||
| Q4 24 | $564.8M | $28.5M | ||
| Q3 24 | $723.5M | $-24.1M | ||
| Q2 24 | $434.4M | $36.6M |
自由现金流率AZOFOSL
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -8.3% | ||
| Q3 25 | 8.2% | 3.9% | ||
| Q2 25 | 9.5% | -26.0% | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 13.2% | 8.3% | ||
| Q3 24 | 11.7% | -8.4% | ||
| Q2 24 | 10.3% | 14.1% |
资本支出强度AZOFOSL
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.1% | ||
| Q3 25 | 7.1% | 0.4% | ||
| Q2 25 | 7.7% | 0.1% | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 5.8% | 0.6% | ||
| Q3 24 | 5.6% | 0.4% | ||
| Q2 24 | 5.6% | 0.7% |
现金转化率AZOFOSL
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| 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
业务分部营收拆解
AZO
暂无分部数据
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
