vs
AutoZone（AZO）与GLOBAL INDUSTRIAL Co（GIC）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GLOBAL INDUSTRIAL Co的12.4倍（$4.3B vs $345.6M）。AutoZone净利率更高（11.0% vs 4.2%，领先6.7%）。GLOBAL INDUSTRIAL Co同比增速更快（14.3% vs 8.1%）。AutoZone自由现金流更多（$35.6M vs $19.2M）。过去两年GLOBAL INDUSTRIAL Co的营收复合增速更高（3.4% 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。
Global Industrial公司总部位于纽约州华盛顿港，核心业务是在北美地区通过品牌电商网站及关系营销渠道，向客户供应工业用品及维护、维修与运营（MRO）用品，主品牌为Global Industrial。
AZO vs GIC — 直观对比
营收规模更大
AZO
是对方的12.4倍
$345.6M
营收增速更快
GIC
高出6.2%
8.1%
净利率更高
AZO
高出6.7%
4.2%
自由现金流更多
AZO
多$16.4M
$19.2M
两年增速更快
GIC
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $345.6M |
| 净利润 | $468.9M | $14.6M |
| 毛利率 | 52.5% | 34.5% |
| 营业利润率 | 16.3% | 5.7% |
| 净利率 | 11.0% | 4.2% |
| 营收同比 | 8.1% | 14.3% |
| 净利润同比 | -3.9% | 36.4% |
| 每股收益（稀释后） | $27.63 | $0.37 |
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AZOGIC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $345.6M | ||
| Q3 25 | $6.2B | $353.6M | ||
| Q2 25 | $4.5B | $358.9M | ||
| Q1 25 | $4.0B | $321.0M | ||
| Q4 24 | $4.3B | $302.3M | ||
| Q3 24 | $6.2B | $342.4M | ||
| Q2 24 | $4.2B | $347.8M |
净利润AZOGIC
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $14.6M | ||
| Q3 25 | $837.0M | $18.8M | ||
| Q2 25 | $608.4M | $25.1M | ||
| Q1 25 | $487.9M | $13.6M | ||
| Q4 24 | $564.9M | $10.7M | ||
| Q3 24 | $902.2M | $16.8M | ||
| Q2 24 | $651.7M | $20.3M |
毛利率AZOGIC
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 34.5% | ||
| Q3 25 | 51.5% | 35.6% | ||
| Q2 25 | 52.7% | 37.1% | ||
| Q1 25 | 53.9% | 34.9% | ||
| Q4 24 | 53.0% | 33.8% | ||
| Q3 24 | 52.5% | 34.0% | ||
| Q2 24 | 53.5% | 35.2% |
营业利润率AZOGIC
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 5.7% | ||
| Q3 25 | 19.2% | 7.4% | ||
| Q2 25 | 19.4% | 9.3% | ||
| Q1 25 | 17.9% | 5.7% | ||
| Q4 24 | 19.7% | 4.8% | ||
| Q3 24 | 20.9% | 6.5% | ||
| Q2 24 | 21.3% | 7.6% |
净利率AZOGIC
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 4.2% | ||
| Q3 25 | 13.4% | 5.3% | ||
| Q2 25 | 13.6% | 7.0% | ||
| Q1 25 | 12.3% | 4.2% | ||
| Q4 24 | 13.2% | 3.5% | ||
| Q3 24 | 14.5% | 4.9% | ||
| Q2 24 | 15.4% | 5.8% |
每股收益（稀释后）AZOGIC
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.37 | ||
| Q3 25 | $48.70 | $0.48 | ||
| Q2 25 | $35.36 | $0.65 | ||
| Q1 25 | $28.29 | $0.35 | ||
| Q4 24 | $32.52 | $0.28 | ||
| Q3 24 | $51.42 | $0.44 | ||
| Q2 24 | $36.69 | $0.52 |
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 | $67.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $313.2M |
| 总资产 | $20.4B | $580.8M |
| 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AZOGIC
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $67.5M | ||
| Q3 25 | $271.8M | $67.2M | ||
| Q2 25 | $268.6M | $55.1M | ||
| Q1 25 | $300.9M | $39.0M | ||
| Q4 24 | $304.0M | $44.6M | ||
| Q3 24 | $298.2M | $38.9M | ||
| Q2 24 | $275.4M | $38.8M |
股东权益AZOGIC
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $313.2M | ||
| Q3 25 | $-3.4B | $316.0M | ||
| Q2 25 | $-4.0B | $305.2M | ||
| Q1 25 | $-4.5B | $287.9M | ||
| Q4 24 | $-4.7B | $281.1M | ||
| Q3 24 | $-4.7B | $279.2M | ||
| Q2 24 | $-4.8B | $270.4M |
总资产AZOGIC
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $580.8M | ||
| Q3 25 | $19.4B | $602.5M | ||
| Q2 25 | $18.6B | $586.5M | ||
| Q1 25 | $18.1B | $536.7M | ||
| Q4 24 | $17.5B | $520.7M | ||
| Q3 24 | $17.2B | $531.6M | ||
| Q2 24 | $17.1B | $542.5M |
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 | $20.0M |
| 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% | 5.6% |
| 资本支出强度资本支出/营收 | 7.9% | 0.2% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.37× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $74.7M |
8季度趋势，按日历期对齐
经营现金流AZOGIC
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $20.0M | ||
| Q3 25 | $952.8M | $22.7M | ||
| Q2 25 | $769.0M | $31.7M | ||
| Q1 25 | $583.7M | $3.4M | ||
| Q4 24 | $811.8M | $15.9M | ||
| Q3 24 | $1.1B | $9.6M | ||
| Q2 24 | $669.5M | $18.8M |
自由现金流AZOGIC
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $19.2M | ||
| Q3 25 | $511.1M | $22.0M | ||
| Q2 25 | $423.1M | $30.3M | ||
| Q1 25 | $291.0M | $3.2M | ||
| Q4 24 | $564.8M | $15.2M | ||
| Q3 24 | $723.5M | $8.7M | ||
| Q2 24 | $434.4M | $17.9M |
自由现金流率AZOGIC
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 5.6% | ||
| Q3 25 | 8.2% | 6.2% | ||
| Q2 25 | 9.5% | 8.4% | ||
| Q1 25 | 7.4% | 1.0% | ||
| Q4 24 | 13.2% | 5.0% | ||
| Q3 24 | 11.7% | 2.5% | ||
| Q2 24 | 10.3% | 5.1% |
资本支出强度AZOGIC
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.2% | ||
| Q3 25 | 7.1% | 0.2% | ||
| Q2 25 | 7.7% | 0.4% | ||
| Q1 25 | 7.4% | 0.1% | ||
| Q4 24 | 5.8% | 0.2% | ||
| Q3 24 | 5.6% | 0.3% | ||
| Q2 24 | 5.6% | 0.3% |
现金转化率AZOGIC
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 1.37× | ||
| Q3 25 | 1.14× | 1.21× | ||
| Q2 25 | 1.26× | 1.26× | ||
| Q1 25 | 1.20× | 0.25× | ||
| Q4 24 | 1.44× | 1.49× | ||
| Q3 24 | 1.19× | 0.57× | ||
| Q2 24 | 1.03× | 0.93× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
