vs
AutoZone（AZO）与汉美驰（HBB）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是汉美驰的20.1倍（$4.3B vs $212.9M）。AutoZone净利率更高（11.0% vs 8.7%，领先2.3%）。AutoZone同比增速更快（8.1% vs -0.3%）。AutoZone自由现金流更多（$35.6M vs $27.9M）。过去两年汉美驰的营收复合增速更高（28.8% 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。
汉美驰品牌控股公司是美国家电与商用餐厨设备设计营销企业，核心业务覆盖美加墨地区，主要推出搅拌机、料理机、烤面包机、慢炖锅、电熨斗、空气净化器等家用及商用设备，在北美家电市场拥有较高知名度。
AZO vs HBB — 直观对比
营收规模更大
AZO
是对方的20.1倍
$212.9M
营收增速更快
AZO
高出8.4%
-0.3%
净利率更高
AZO
高出2.3%
8.7%
自由现金流更多
AZO
多$7.7M
$27.9M
两年增速更快
HBB
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $212.9M |
| 净利润 | $468.9M | $18.5M |
| 毛利率 | 52.5% | 28.3% |
| 营业利润率 | 16.3% | 11.9% |
| 净利率 | 11.0% | 8.7% |
| 营收同比 | 8.1% | -0.3% |
| 净利润同比 | -3.9% | -22.7% |
| 每股收益（稀释后） | $27.63 | $1.37 |
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AZOHBB
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $212.9M | ||
| Q3 25 | $6.2B | $132.8M | ||
| Q2 25 | $4.5B | $127.8M | ||
| Q1 25 | $4.0B | $133.4M | ||
| Q4 24 | $4.3B | $213.5M | ||
| Q3 24 | $6.2B | $156.7M | ||
| Q2 24 | $4.2B | $156.2M |
净利润AZOHBB
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $18.5M | ||
| Q3 25 | $837.0M | $1.7M | ||
| Q2 25 | $608.4M | $4.5M | ||
| Q1 25 | $487.9M | $1.8M | ||
| Q4 24 | $564.9M | $24.0M | ||
| Q3 24 | $902.2M | $1.9M | ||
| Q2 24 | $651.7M | $6.0M |
毛利率AZOHBB
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 28.3% | ||
| Q3 25 | 51.5% | 21.1% | ||
| Q2 25 | 52.7% | 27.5% | ||
| Q1 25 | 53.9% | 24.6% | ||
| Q4 24 | 53.0% | 26.1% | ||
| Q3 24 | 52.5% | 28.0% | ||
| Q2 24 | 53.5% | 25.9% |
营业利润率AZOHBB
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 11.9% | ||
| Q3 25 | 19.2% | 2.2% | ||
| Q2 25 | 19.4% | 4.7% | ||
| Q1 25 | 17.9% | 1.7% | ||
| Q4 24 | 19.7% | 11.0% | ||
| Q3 24 | 20.9% | 6.8% | ||
| Q2 24 | 21.3% | 6.4% |
净利率AZOHBB
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 8.7% | ||
| Q3 25 | 13.4% | 1.2% | ||
| Q2 25 | 13.6% | 3.5% | ||
| Q1 25 | 12.3% | 1.4% | ||
| Q4 24 | 13.2% | 11.2% | ||
| Q3 24 | 14.5% | 1.2% | ||
| Q2 24 | 15.4% | 3.8% |
每股收益（稀释后）AZOHBB
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $1.37 | ||
| Q3 25 | $48.70 | $0.12 | ||
| Q2 25 | $35.36 | $0.33 | ||
| Q1 25 | $28.29 | $0.13 | ||
| Q4 24 | $32.52 | $1.72 | ||
| Q3 24 | $51.42 | $0.14 | ||
| Q2 24 | $36.69 | $0.42 |
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 | $47.3M |
| 总债务越低越好 | — | $50.0M |
| 股东权益账面价值 | $-2.9B | $182.8M |
| 总资产 | $20.4B | $397.6M |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资AZOHBB
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $47.3M | ||
| Q3 25 | $271.8M | $17.2M | ||
| Q2 25 | $268.6M | $11.3M | ||
| Q1 25 | $300.9M | $48.3M | ||
| Q4 24 | $304.0M | $45.6M | ||
| Q3 24 | $298.2M | $22.6M | ||
| Q2 24 | $275.4M | $37.2M |
总债务AZOHBB
| Q1 26 | — | — | ||
| Q4 25 | — | $50.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AZOHBB
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $182.8M | ||
| Q3 25 | $-3.4B | $164.0M | ||
| Q2 25 | $-4.0B | $164.0M | ||
| Q1 25 | $-4.5B | $163.2M | ||
| Q4 24 | $-4.7B | $165.9M | ||
| Q3 24 | $-4.7B | $150.0M | ||
| Q2 24 | $-4.8B | $145.7M |
总资产AZOHBB
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $397.6M | ||
| Q3 25 | $19.4B | $392.4M | ||
| Q2 25 | $18.6B | $363.8M | ||
| Q1 25 | $18.1B | $418.0M | ||
| Q4 24 | $17.5B | $415.1M | ||
| Q3 24 | $17.2B | $408.7M | ||
| Q2 24 | $17.1B | $369.9M |
负债/权益比AZOHBB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $28.5M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $27.9M |
| 自由现金流率自由现金流/营收 | 0.8% | 13.1% |
| 资本支出强度资本支出/营收 | 7.9% | 0.3% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.53× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $11.0M |
8季度趋势，按日历期对齐
经营现金流AZOHBB
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $28.5M | ||
| Q3 25 | $952.8M | $9.1M | ||
| Q2 25 | $769.0M | $-30.4M | ||
| Q1 25 | $583.7M | $6.6M | ||
| Q4 24 | $811.8M | $30.2M | ||
| Q3 24 | $1.1B | $-1.9M | ||
| Q2 24 | $669.5M | $17.4M |
自由现金流AZOHBB
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $27.9M | ||
| Q3 25 | $511.1M | $8.4M | ||
| Q2 25 | $423.1M | $-31.3M | ||
| Q1 25 | $291.0M | $6.1M | ||
| Q4 24 | $564.8M | $29.4M | ||
| Q3 24 | $723.5M | $-2.7M | ||
| Q2 24 | $434.4M | $16.8M |
自由现金流率AZOHBB
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 13.1% | ||
| Q3 25 | 8.2% | 6.3% | ||
| Q2 25 | 9.5% | -24.5% | ||
| Q1 25 | 7.4% | 4.6% | ||
| Q4 24 | 13.2% | 13.8% | ||
| Q3 24 | 11.7% | -1.7% | ||
| Q2 24 | 10.3% | 10.7% |
资本支出强度AZOHBB
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.3% | ||
| Q3 25 | 7.1% | 0.6% | ||
| Q2 25 | 7.7% | 0.7% | ||
| Q1 25 | 7.4% | 0.4% | ||
| Q4 24 | 5.8% | 0.4% | ||
| Q3 24 | 5.6% | 0.5% | ||
| Q2 24 | 5.6% | 0.4% |
现金转化率AZOHBB
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 1.53× | ||
| Q3 25 | 1.14× | 5.52× | ||
| Q2 25 | 1.26× | -6.83× | ||
| Q1 25 | 1.20× | 3.67× | ||
| Q4 24 | 1.44× | 1.26× | ||
| Q3 24 | 1.19× | -0.98× | ||
| Q2 24 | 1.03× | 2.90× |
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
HBB
| Consumer Product | $191.6M | 90% |
| Commercial Product | $17.5M | 8% |
| Health Beacon | $2.3M | 1% |
