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AutoZone(AZO)与GrowGeneration Corp.(GRWG)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GrowGeneration Corp.的113.0倍($4.3B vs $37.8M)。AutoZone净利率更高(11.0% vs -19.6%,领先30.6%)。AutoZone同比增速更快(8.1% vs 1.0%)。过去两年AutoZone的营收复合增速更高(0.5% vs -11.1%)
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。
GrowGeneration Corp是美国领先的水培及有机园艺用品专业零售商,主营种植灯、营养液、环境控制系统、栽培工具等全系列产品,通过覆盖全国的实体门店和电商渠道,为商业室内种植从业者(包括合法大麻种植商)及家庭园艺爱好者提供服务。
AZO vs GRWG — 直观对比
营收规模更大
AZO
是对方的113.0倍
$37.8M
营收增速更快
AZO
高出7.1%
1.0%
净利率更高
AZO
高出30.6%
-19.6%
两年增速更快
AZO
近两年复合增速
-11.1%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $4.3B | $37.8M |
| 净利润 | $468.9M | $-7.4M |
| 毛利率 | 52.5% | 24.1% |
| 营业利润率 | 16.3% | -20.1% |
| 净利率 | 11.0% | -19.6% |
| 营收同比 | 8.1% | 1.0% |
| 净利润同比 | -3.9% | 68.2% |
| 每股收益(稀释后) | $27.63 | $-0.12 |
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
AZO
GRWG
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $37.8M | ||
| Q3 25 | $6.2B | $47.3M | ||
| Q2 25 | $4.5B | $41.0M | ||
| Q1 25 | $4.0B | $35.7M | ||
| Q4 24 | $4.3B | $37.4M | ||
| Q3 24 | $6.2B | $50.0M | ||
| Q2 24 | $4.2B | $53.5M |
净利润
AZO
GRWG
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-7.4M | ||
| Q3 25 | $837.0M | $-2.4M | ||
| Q2 25 | $608.4M | $-4.8M | ||
| Q1 25 | $487.9M | $-9.4M | ||
| Q4 24 | $564.9M | $-23.3M | ||
| Q3 24 | $902.2M | $-11.4M | ||
| Q2 24 | $651.7M | $-5.9M |
毛利率
AZO
GRWG
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 24.1% | ||
| Q3 25 | 51.5% | 27.2% | ||
| Q2 25 | 52.7% | 28.3% | ||
| Q1 25 | 53.9% | 27.2% | ||
| Q4 24 | 53.0% | 16.4% | ||
| Q3 24 | 52.5% | 21.6% | ||
| Q2 24 | 53.5% | 26.9% |
营业利润率
AZO
GRWG
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -20.1% | ||
| Q3 25 | 19.2% | -6.0% | ||
| Q2 25 | 19.4% | -12.9% | ||
| Q1 25 | 17.9% | -27.7% | ||
| Q4 24 | 19.7% | -63.9% | ||
| Q3 24 | 20.9% | -24.2% | ||
| Q2 24 | 21.3% | -12.2% |
净利率
AZO
GRWG
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -19.6% | ||
| Q3 25 | 13.4% | -5.2% | ||
| Q2 25 | 13.6% | -11.7% | ||
| Q1 25 | 12.3% | -26.3% | ||
| Q4 24 | 13.2% | -62.4% | ||
| Q3 24 | 14.5% | -22.9% | ||
| Q2 24 | 15.4% | -11.0% |
每股收益(稀释后)
AZO
GRWG
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.12 | ||
| Q3 25 | $48.70 | $-0.04 | ||
| Q2 25 | $35.36 | $-0.08 | ||
| Q1 25 | $28.29 | $-0.16 | ||
| Q4 24 | $32.52 | $-0.39 | ||
| Q3 24 | $51.42 | $-0.19 | ||
| 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 | $46.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $97.5M |
| 总资产 | $20.4B | $147.0M |
| 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
AZO
GRWG
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $46.1M | ||
| Q3 25 | $271.8M | $48.3M | ||
| Q2 25 | $268.6M | $48.7M | ||
| Q1 25 | $300.9M | $52.6M | ||
| Q4 24 | $304.0M | $56.5M | ||
| Q3 24 | $298.2M | $55.2M | ||
| Q2 24 | $275.4M | $56.0M |
股东权益
AZO
GRWG
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $97.5M | ||
| Q3 25 | $-3.4B | $104.7M | ||
| Q2 25 | $-4.0B | $106.7M | ||
| Q1 25 | $-4.5B | $111.2M | ||
| Q4 24 | $-4.7B | $120.1M | ||
| Q3 24 | $-4.7B | $143.2M | ||
| Q2 24 | $-4.8B | $155.8M |
总资产
AZO
GRWG
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $147.0M | ||
| Q3 25 | $19.4B | $159.6M | ||
| Q2 25 | $18.6B | $160.6M | ||
| Q1 25 | $18.1B | $164.2M | ||
| Q4 24 | $17.5B | $174.4M | ||
| Q3 24 | $17.2B | $199.6M | ||
| Q2 24 | $17.1B | $219.2M |
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 | $-2.2M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 7.9% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
AZO
GRWG
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-2.2M | ||
| Q3 25 | $952.8M | $-499.0K | ||
| Q2 25 | $769.0M | $-2.9M | ||
| Q1 25 | $583.7M | $-3.8M | ||
| Q4 24 | $811.8M | $1.1M | ||
| Q3 24 | $1.1B | $1.2M | ||
| Q2 24 | $669.5M | $-398.0K |
自由现金流
AZO
GRWG
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | — | ||
| Q2 25 | $423.1M | — | ||
| Q1 25 | $291.0M | — | ||
| Q4 24 | $564.8M | — | ||
| Q3 24 | $723.5M | — | ||
| Q2 24 | $434.4M | — |
自由现金流率
AZO
GRWG
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 10.3% | — |
资本支出强度
AZO
GRWG
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.6% | — |
现金转化率
AZO
GRWG
| 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
GRWG
| Consumables | $22.3M | 59% |
| Durables | $9.8M | 26% |
| Commercial Fixture Sales | $5.7M | 15% |