vs
AutoZone（AZO）与赫兹（HTZ）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是赫兹的2.1倍（$4.3B vs $2.0B）。AutoZone净利率更高（11.0% vs -9.6%，领先20.5%）。AutoZone同比增速更快（8.1% vs -0.6%）。过去两年AutoZone的营收复合增速更高（0.5% vs -1.3%）
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。
赫兹全球控股是美国知名汽车租赁企业，总部位于佛罗里达州埃斯特罗。公司运营赫兹同名核心品牌，同时拥有Dollar、Firefly、Thrifty等多个汽车租赁子品牌，业务覆盖全球广泛市场，为客户提供多元出行租赁解决方案。
AZO vs HTZ — 直观对比
营收规模更大
AZO
是对方的2.1倍
$2.0B
营收增速更快
AZO
高出8.7%
-0.6%
净利率更高
AZO
高出20.5%
-9.6%
两年增速更快
AZO
近两年复合增速
-1.3%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $2.0B |
| 净利润 | $468.9M | $-194.0M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | -11.0% |
| 净利率 | 11.0% | -9.6% |
| 营收同比 | 8.1% | -0.6% |
| 净利润同比 | -3.9% | 59.5% |
| 每股收益（稀释后） | $27.63 | $-0.46 |
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AZOHTZ
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $2.0B | ||
| Q3 25 | $6.2B | $2.5B | ||
| Q2 25 | $4.5B | $2.2B | ||
| Q1 25 | $4.0B | $1.8B | ||
| Q4 24 | $4.3B | $2.0B | ||
| Q3 24 | $6.2B | $2.6B | ||
| Q2 24 | $4.2B | $2.4B |
净利润AZOHTZ
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-194.0M | ||
| Q3 25 | $837.0M | $184.0M | ||
| Q2 25 | $608.4M | $-294.0M | ||
| Q1 25 | $487.9M | $-443.0M | ||
| Q4 24 | $564.9M | $-479.0M | ||
| Q3 24 | $902.2M | $-1.3B | ||
| Q2 24 | $651.7M | $-865.0M |
毛利率AZOHTZ
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 53.9% | — | ||
| Q4 24 | 53.0% | — | ||
| Q3 24 | 52.5% | — | ||
| Q2 24 | 53.5% | — |
营业利润率AZOHTZ
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -11.0% | ||
| Q3 25 | 19.2% | 9.4% | ||
| Q2 25 | 19.4% | -14.5% | ||
| Q1 25 | 17.9% | -29.0% | ||
| Q4 24 | 19.7% | -27.6% | ||
| Q3 24 | 20.9% | -62.9% | ||
| Q2 24 | 21.3% | -20.1% |
净利率AZOHTZ
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -9.6% | ||
| Q3 25 | 13.4% | 7.4% | ||
| Q2 25 | 13.6% | -13.5% | ||
| Q1 25 | 12.3% | -24.4% | ||
| Q4 24 | 13.2% | -23.5% | ||
| Q3 24 | 14.5% | -51.7% | ||
| Q2 24 | 15.4% | -36.8% |
每股收益（稀释后）AZOHTZ
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.46 | ||
| Q3 25 | $48.70 | $0.42 | ||
| Q2 25 | $35.36 | $-0.95 | ||
| Q1 25 | $28.29 | $-1.44 | ||
| Q4 24 | $32.52 | $-1.57 | ||
| Q3 24 | $51.42 | $-4.34 | ||
| Q2 24 | $36.69 | $-2.82 |
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 | $565.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $-459.0M |
| 总资产 | $20.4B | $22.3B |
| 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AZOHTZ
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $565.0M | ||
| Q3 25 | $271.8M | $1.1B | ||
| Q2 25 | $268.6M | $503.0M | ||
| Q1 25 | $300.9M | $626.0M | ||
| Q4 24 | $304.0M | $592.0M | ||
| Q3 24 | $298.2M | $501.0M | ||
| Q2 24 | $275.4M | $568.0M |
股东权益AZOHTZ
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $-459.0M | ||
| Q3 25 | $-3.4B | $-317.0M | ||
| Q2 25 | $-4.0B | $-504.0M | ||
| Q1 25 | $-4.5B | $-262.0M | ||
| Q4 24 | $-4.7B | $153.0M | ||
| Q3 24 | $-4.7B | $681.0M | ||
| Q2 24 | $-4.8B | $2.0B |
总资产AZOHTZ
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $22.3B | ||
| Q3 25 | $19.4B | $23.0B | ||
| Q2 25 | $18.6B | $23.1B | ||
| Q1 25 | $18.1B | $22.0B | ||
| Q4 24 | $17.5B | $21.8B | ||
| Q3 24 | $17.2B | $23.0B | ||
| Q2 24 | $17.1B | $25.2B |
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 | $193.0M |
| 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AZOHTZ
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $193.0M | ||
| Q3 25 | $952.8M | $835.0M | ||
| Q2 25 | $769.0M | $346.0M | ||
| Q1 25 | $583.7M | $251.0M | ||
| Q4 24 | $811.8M | $414.0M | ||
| Q3 24 | $1.1B | $894.0M | ||
| Q2 24 | $669.5M | $546.0M |
自由现金流AZOHTZ
| 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AZOHTZ
| 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AZOHTZ
| 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AZOHTZ
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 4.54× | ||
| 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
