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AutoZone（AZO）与GENESCO INC（GCO）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GENESCO INC的6.9倍（$4.3B vs $616.2M）。AutoZone净利率更高（11.0% vs 0.9%，领先10.1%）。AutoZone同比增速更快（8.1% vs 3.3%）。AutoZone自由现金流更多（$35.6M vs $-31.5M）。过去两年AutoZone的营收复合增速更高（0.5% vs -8.7%）
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。
Genesco Inc是总部位于美国田纳西州纳什维尔的上市企业，核心业务为品牌鞋履及配饰零售，同时开展品牌与授权鞋履的批发业务。该公司起源于1924年成立的贾曼鞋业公司，最初为鞋履制造商，1933年更名为通用鞋业，1939年完成上市，目前名称为原企业名的首字母缩写。
AZO vs GCO — 直观对比
营收规模更大
AZO
是对方的6.9倍
$616.2M
营收增速更快
AZO
高出4.8%
3.3%
净利率更高
AZO
高出10.1%
0.9%
自由现金流更多
AZO
多$67.1M
$-31.5M
两年增速更快
AZO
近两年复合增速
-8.7%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $616.2M |
| 净利润 | $468.9M | $5.4M |
| 毛利率 | 52.5% | 46.8% |
| 营业利润率 | 16.3% | 1.4% |
| 净利率 | 11.0% | 0.9% |
| 营收同比 | 8.1% | 3.3% |
| 净利润同比 | -3.9% | 128.3% |
| 每股收益（稀释后） | $27.63 | $0.50 |
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AZOGCO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $616.2M | ||
| Q3 25 | $6.2B | $546.0M | ||
| Q2 25 | $4.5B | $474.0M | ||
| Q1 25 | $4.0B | $745.9M | ||
| Q4 24 | $4.3B | $596.3M | ||
| Q3 24 | $6.2B | $525.2M | ||
| Q2 24 | $4.2B | $457.6M |
净利润AZOGCO
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $5.4M | ||
| Q3 25 | $837.0M | $-18.5M | ||
| Q2 25 | $608.4M | $-21.2M | ||
| Q1 25 | $487.9M | $34.4M | ||
| Q4 24 | $564.9M | $-18.9M | ||
| Q3 24 | $902.2M | $-10.0M | ||
| Q2 24 | $651.7M | $-24.3M |
毛利率AZOGCO
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 46.8% | ||
| Q3 25 | 51.5% | 45.8% | ||
| Q2 25 | 52.7% | 46.7% | ||
| Q1 25 | 53.9% | 46.9% | ||
| Q4 24 | 53.0% | 47.8% | ||
| Q3 24 | 52.5% | 46.8% | ||
| Q2 24 | 53.5% | 47.3% |
营业利润率AZOGCO
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 1.4% | ||
| Q3 25 | 19.2% | -2.6% | ||
| Q2 25 | 19.4% | -5.9% | ||
| Q1 25 | 17.9% | 6.2% | ||
| Q4 24 | 19.7% | 1.7% | ||
| Q3 24 | 20.9% | -2.0% | ||
| Q2 24 | 21.3% | -7.0% |
净利率AZOGCO
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 0.9% | ||
| Q3 25 | 13.4% | -3.4% | ||
| Q2 25 | 13.6% | -4.5% | ||
| Q1 25 | 12.3% | 4.6% | ||
| Q4 24 | 13.2% | -3.2% | ||
| Q3 24 | 14.5% | -1.9% | ||
| Q2 24 | 15.4% | -5.3% |
每股收益（稀释后）AZOGCO
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.50 | ||
| Q3 25 | $48.70 | $-1.79 | ||
| Q2 25 | $35.36 | $-2.02 | ||
| Q1 25 | $28.29 | $3.16 | ||
| Q4 24 | $32.52 | $-1.76 | ||
| Q3 24 | $51.42 | $-0.91 | ||
| Q2 24 | $36.69 | $-2.23 |
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 | $27.0M |
| 总债务越低越好 | — | $89.5M |
| 股东权益账面价值 | $-2.9B | $513.8M |
| 总资产 | $20.4B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AZOGCO
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $27.0M | ||
| Q3 25 | $271.8M | $41.0M | ||
| Q2 25 | $268.6M | $21.7M | ||
| Q1 25 | $300.9M | $34.0M | ||
| Q4 24 | $304.0M | $33.6M | ||
| Q3 24 | $298.2M | $45.9M | ||
| Q2 24 | $275.4M | $19.2M |
总债务AZOGCO
| Q1 26 | — | — | ||
| Q4 25 | — | $89.5M | ||
| Q3 25 | — | $71.0M | ||
| Q2 25 | — | $121.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $100.1M | ||
| Q3 24 | — | $77.8M | ||
| Q2 24 | — | $59.4M |
股东权益AZOGCO
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $513.8M | ||
| Q3 25 | $-3.4B | $506.4M | ||
| Q2 25 | $-4.0B | $522.2M | ||
| Q1 25 | $-4.5B | $547.0M | ||
| Q4 24 | $-4.7B | $516.9M | ||
| Q3 24 | $-4.7B | $532.6M | ||
| Q2 24 | $-4.8B | $548.5M |
总资产AZOGCO
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $1.5B | ||
| Q3 25 | $19.4B | $1.4B | ||
| Q2 25 | $18.6B | $1.4B | ||
| Q1 25 | $18.1B | $1.3B | ||
| Q4 24 | $17.5B | $1.4B | ||
| Q3 24 | $17.2B | $1.4B | ||
| Q2 24 | $17.1B | $1.3B |
负债/权益比AZOGCO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.14× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.11× |
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 | $-12.9M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-31.5M |
| 自由现金流率自由现金流/营收 | 0.8% | -5.1% |
| 资本支出强度资本支出/营收 | 7.9% | 3.0% |
| 现金转化率经营现金流/净利润 | 0.80× | -2.41× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $23.5M |
8季度趋势，按日历期对齐
经营现金流AZOGCO
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-12.9M | ||
| Q3 25 | $952.8M | $86.3M | ||
| Q2 25 | $769.0M | $-101.0M | ||
| Q1 25 | $583.7M | $117.0M | ||
| Q4 24 | $811.8M | $-23.1M | ||
| Q3 24 | $1.1B | $27.7M | ||
| Q2 24 | $669.5M | $-33.7M |
自由现金流AZOGCO
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-31.5M | ||
| Q3 25 | $511.1M | $71.7M | ||
| Q2 25 | $423.1M | $-119.9M | ||
| Q1 25 | $291.0M | $103.3M | ||
| Q4 24 | $564.8M | $-36.2M | ||
| Q3 24 | $723.5M | $19.8M | ||
| Q2 24 | $434.4M | $-40.1M |
自由现金流率AZOGCO
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -5.1% | ||
| Q3 25 | 8.2% | 13.1% | ||
| Q2 25 | 9.5% | -25.3% | ||
| Q1 25 | 7.4% | 13.8% | ||
| Q4 24 | 13.2% | -6.1% | ||
| Q3 24 | 11.7% | 3.8% | ||
| Q2 24 | 10.3% | -8.8% |
资本支出强度AZOGCO
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 3.0% | ||
| Q3 25 | 7.1% | 2.7% | ||
| Q2 25 | 7.7% | 4.0% | ||
| Q1 25 | 7.4% | 1.8% | ||
| Q4 24 | 5.8% | 2.2% | ||
| Q3 24 | 5.6% | 1.5% | ||
| Q2 24 | 5.6% | 1.4% |
现金转化率AZOGCO
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | -2.41× | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | 3.40× | ||
| 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
GCO
| Journeys Group Segment | $376.7M | 61% |
| Schuh Group Segment | $123.8M | 20% |
| Johnston And Murphy Group Segment | $81.2M | 13% |
| Genesco Brands Segment | $34.6M | 6% |
| Store Restructuring | $3.9M | 1% |
