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AutoZone（AZO）与MARINEMAX INC（HZO）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MARINEMAX INC的8.5倍（$4.3B vs $505.2M）。AutoZone净利率更高（11.0% vs -1.6%，领先12.5%）。AutoZone同比增速更快（8.1% vs 7.8%）。AutoZone自由现金流更多（$35.6M vs $8.3M）。过去两年AutoZone的营收复合增速更高（0.5% vs -6.9%）
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。
MarineMax Inc.是美国头部休闲船舶及游艇零售商，主营全新及二手休闲船艇销售，同时提供船舶维保、金融服务、保险、游艇租赁及航海主题活动等配套服务，覆盖北美市场的私人航海爱好者群体。
AZO vs HZO — 直观对比
营收规模更大
AZO
是对方的8.5倍
$505.2M
营收增速更快
AZO
高出0.3%
7.8%
净利率更高
AZO
高出12.5%
-1.6%
自由现金流更多
AZO
多$27.3M
$8.3M
两年增速更快
AZO
近两年复合增速
-6.9%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $505.2M |
| 净利润 | $468.9M | $-7.9M |
| 毛利率 | 52.5% | 31.8% |
| 营业利润率 | 16.3% | 1.0% |
| 净利率 | 11.0% | -1.6% |
| 营收同比 | 8.1% | 7.8% |
| 净利润同比 | -3.9% | -143.9% |
| 每股收益（稀释后） | $27.63 | $-0.36 |
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AZOHZO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $505.2M | ||
| Q3 25 | $6.2B | $552.2M | ||
| Q2 25 | $4.5B | $657.2M | ||
| Q1 25 | $4.0B | $631.5M | ||
| Q4 24 | $4.3B | $468.5M | ||
| Q3 24 | $6.2B | $563.1M | ||
| Q2 24 | $4.2B | $757.7M |
净利润AZOHZO
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-7.9M | ||
| Q3 25 | $837.0M | $-851.0K | ||
| Q2 25 | $608.4M | $-52.1M | ||
| Q1 25 | $487.9M | $3.3M | ||
| Q4 24 | $564.9M | $18.1M | ||
| Q3 24 | $902.2M | $4.0M | ||
| Q2 24 | $651.7M | $31.6M |
毛利率AZOHZO
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 31.8% | ||
| Q3 25 | 51.5% | 34.7% | ||
| Q2 25 | 52.7% | 30.4% | ||
| Q1 25 | 53.9% | 30.0% | ||
| Q4 24 | 53.0% | 36.2% | ||
| Q3 24 | 52.5% | 34.3% | ||
| Q2 24 | 53.5% | 32.0% |
营业利润率AZOHZO
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 1.0% | ||
| Q3 25 | 19.2% | 2.5% | ||
| Q2 25 | 19.4% | -6.3% | ||
| Q1 25 | 17.9% | 3.6% | ||
| Q4 24 | 19.7% | 8.3% | ||
| Q3 24 | 20.9% | 4.8% | ||
| Q2 24 | 21.3% | 8.1% |
净利率AZOHZO
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -1.6% | ||
| Q3 25 | 13.4% | -0.2% | ||
| Q2 25 | 13.6% | -7.9% | ||
| Q1 25 | 12.3% | 0.5% | ||
| Q4 24 | 13.2% | 3.9% | ||
| Q3 24 | 14.5% | 0.7% | ||
| Q2 24 | 15.4% | 4.2% |
每股收益（稀释后）AZOHZO
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.36 | ||
| Q3 25 | $48.70 | $0.08 | ||
| Q2 25 | $35.36 | $-2.42 | ||
| Q1 25 | $28.29 | $0.14 | ||
| Q4 24 | $32.52 | $0.77 | ||
| Q3 24 | $51.42 | $0.17 | ||
| Q2 24 | $36.69 | $1.37 |
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 | $164.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $932.8M |
| 总资产 | $20.4B | $2.4B |
| 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AZOHZO
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $164.6M | ||
| Q3 25 | $271.8M | $170.4M | ||
| Q2 25 | $268.6M | $151.0M | ||
| Q1 25 | $300.9M | $203.5M | ||
| Q4 24 | $304.0M | $145.0M | ||
| Q3 24 | $298.2M | $224.3M | ||
| Q2 24 | $275.4M | $242.4M |
总债务AZOHZO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $393.2M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $391.2M | ||
| Q2 24 | — | — |
股东权益AZOHZO
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $932.8M | ||
| Q3 25 | $-3.4B | $937.2M | ||
| Q2 25 | $-4.0B | $940.5M | ||
| Q1 25 | $-4.5B | $993.4M | ||
| Q4 24 | $-4.7B | $993.5M | ||
| Q3 24 | $-4.7B | $975.8M | ||
| Q2 24 | $-4.8B | $967.6M |
总资产AZOHZO
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $2.4B | ||
| Q3 25 | $19.4B | $2.5B | ||
| Q2 25 | $18.6B | $2.5B | ||
| Q1 25 | $18.1B | $2.7B | ||
| Q4 24 | $17.5B | $2.6B | ||
| Q3 24 | $17.2B | $2.6B | ||
| Q2 24 | $17.1B | $2.6B |
负债/权益比AZOHZO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.40× | ||
| 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 | $16.9M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $8.3M |
| 自由现金流率自由现金流/营收 | 0.8% | 1.7% |
| 资本支出强度资本支出/营收 | 7.9% | 1.7% |
| 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 | $184.7M |
8季度趋势，按日历期对齐
经营现金流AZOHZO
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $16.9M | ||
| Q3 25 | $952.8M | $61.5M | ||
| Q2 25 | $769.0M | $84.9M | ||
| Q1 25 | $583.7M | $72.5M | ||
| Q4 24 | $811.8M | $-146.1M | ||
| Q3 24 | $1.1B | $-782.0K | ||
| Q2 24 | $669.5M | $86.3M |
自由现金流AZOHZO
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $8.3M | ||
| Q3 25 | $511.1M | $48.0M | ||
| Q2 25 | $423.1M | $68.5M | ||
| Q1 25 | $291.0M | $59.8M | ||
| Q4 24 | $564.8M | $-164.4M | ||
| Q3 24 | $723.5M | $-17.5M | ||
| Q2 24 | $434.4M | $71.1M |
自由现金流率AZOHZO
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 1.7% | ||
| Q3 25 | 8.2% | 8.7% | ||
| Q2 25 | 9.5% | 10.4% | ||
| Q1 25 | 7.4% | 9.5% | ||
| Q4 24 | 13.2% | -35.1% | ||
| Q3 24 | 11.7% | -3.1% | ||
| Q2 24 | 10.3% | 9.4% |
资本支出强度AZOHZO
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 1.7% | ||
| Q3 25 | 7.1% | 2.4% | ||
| Q2 25 | 7.7% | 2.5% | ||
| Q1 25 | 7.4% | 2.0% | ||
| Q4 24 | 5.8% | 3.9% | ||
| Q3 24 | 5.6% | 3.0% | ||
| Q2 24 | 5.6% | 2.0% |
现金转化率AZOHZO
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | 21.97× | ||
| Q4 24 | 1.44× | -8.09× | ||
| Q3 24 | 1.19× | -0.20× | ||
| Q2 24 | 1.03× | 2.74× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
