vs
AutoZone（AZO）与JAKKS PACIFIC INC（JAKK）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JAKKS PACIFIC INC的33.6倍（$4.3B vs $127.1M）。AutoZone净利率更高（11.0% vs -4.2%，领先15.2%）。AutoZone同比增速更快（8.1% vs -2.8%）。AutoZone自由现金流更多（$35.6M vs $31.5M）。过去两年JAKKS PACIFIC INC的营收复合增速更高（18.8% 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。
杰克太平洋（JAKKS PACIFIC INC）是1995年1月成立的美国玩具制造商，最为人熟知的业务是生产品牌授权的可动人偶、玩具套装、玩偶、毛绒玩具和换装套装，另外该企业在2000年代推出的即插即用电视游戏机系列也广受消费者欢迎。
AZO vs JAKK — 直观对比
营收规模更大
AZO
是对方的33.6倍
$127.1M
营收增速更快
AZO
高出10.9%
-2.8%
净利率更高
AZO
高出15.2%
-4.2%
自由现金流更多
AZO
多$4.1M
$31.5M
两年增速更快
JAKK
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $127.1M |
| 净利润 | $468.9M | $-5.3M |
| 毛利率 | 52.5% | 31.0% |
| 营业利润率 | 16.3% | -6.8% |
| 净利率 | 11.0% | -4.2% |
| 营收同比 | 8.1% | -2.8% |
| 净利润同比 | -3.9% | 41.6% |
| 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AZOJAKK
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $127.1M | ||
| Q3 25 | $6.2B | $211.2M | ||
| Q2 25 | $4.5B | $119.1M | ||
| Q1 25 | $4.0B | $113.3M | ||
| Q4 24 | $4.3B | $130.7M | ||
| Q3 24 | $6.2B | $321.6M | ||
| Q2 24 | $4.2B | $148.6M |
净利润AZOJAKK
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-5.3M | ||
| Q3 25 | $837.0M | $19.9M | ||
| Q2 25 | $608.4M | $-2.3M | ||
| Q1 25 | $487.9M | $-2.4M | ||
| Q4 24 | $564.9M | $-9.1M | ||
| Q3 24 | $902.2M | $52.3M | ||
| Q2 24 | $651.7M | $5.3M |
毛利率AZOJAKK
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 31.0% | ||
| Q3 25 | 51.5% | 32.0% | ||
| Q2 25 | 52.7% | 32.8% | ||
| Q1 25 | 53.9% | 34.4% | ||
| Q4 24 | 53.0% | 27.2% | ||
| Q3 24 | 52.5% | 33.8% | ||
| Q2 24 | 53.5% | 32.0% |
营业利润率AZOJAKK
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -6.8% | ||
| Q3 25 | 19.2% | 13.9% | ||
| Q2 25 | 19.4% | -2.3% | ||
| Q1 25 | 17.9% | -3.3% | ||
| Q4 24 | 19.7% | -11.3% | ||
| Q3 24 | 20.9% | 21.2% | ||
| Q2 24 | 21.3% | 5.1% |
净利率AZOJAKK
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -4.2% | ||
| Q3 25 | 13.4% | 9.4% | ||
| Q2 25 | 13.6% | -1.9% | ||
| Q1 25 | 12.3% | -2.1% | ||
| Q4 24 | 13.2% | -7.0% | ||
| Q3 24 | 14.5% | 16.3% | ||
| Q2 24 | 15.4% | 3.5% |
每股收益（稀释后）AZOJAKK
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.46 | ||
| Q3 25 | $48.70 | $1.74 | ||
| Q2 25 | $35.36 | $-0.21 | ||
| Q1 25 | $28.29 | $-0.21 | ||
| Q4 24 | $32.52 | $-0.70 | ||
| Q3 24 | $51.42 | $4.64 | ||
| Q2 24 | $36.69 | $0.47 |
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 | $52.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $249.1M |
| 总资产 | $20.4B | $442.2M |
| 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AZOJAKK
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $52.2M | ||
| Q3 25 | $271.8M | $25.9M | ||
| Q2 25 | $268.6M | $38.2M | ||
| Q1 25 | $300.9M | $59.2M | ||
| Q4 24 | $304.0M | $69.9M | ||
| Q3 24 | $298.2M | $22.1M | ||
| Q2 24 | $275.4M | $17.7M |
股东权益AZOJAKK
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $249.1M | ||
| Q3 25 | $-3.4B | $255.9M | ||
| Q2 25 | $-4.0B | $236.2M | ||
| Q1 25 | $-4.5B | $234.5M | ||
| Q4 24 | $-4.7B | $240.3M | ||
| Q3 24 | $-4.7B | $249.6M | ||
| Q2 24 | $-4.8B | $195.4M |
总资产AZOJAKK
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $442.2M | ||
| Q3 25 | $19.4B | $485.3M | ||
| Q2 25 | $18.6B | $438.7M | ||
| Q1 25 | $18.1B | $405.9M | ||
| Q4 24 | $17.5B | $444.9M | ||
| Q3 24 | $17.2B | $523.9M | ||
| Q2 24 | $17.1B | $378.3M |
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 | $33.2M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $31.5M |
| 自由现金流率自由现金流/营收 | 0.8% | 24.8% |
| 资本支出强度资本支出/营收 | 7.9% | 1.3% |
| 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 | $-1.1M |
8季度趋势，按日历期对齐
经营现金流AZOJAKK
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $33.2M | ||
| Q3 25 | $952.8M | $-8.8M | ||
| Q2 25 | $769.0M | $-14.2M | ||
| Q1 25 | $583.7M | $-1.7M | ||
| Q4 24 | $811.8M | $54.1M | ||
| Q3 24 | $1.1B | $12.5M | ||
| Q2 24 | $669.5M | $-14.8M |
自由现金流AZOJAKK
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $31.5M | ||
| Q3 25 | $511.1M | $-12.2M | ||
| Q2 25 | $423.1M | $-16.6M | ||
| Q1 25 | $291.0M | $-3.8M | ||
| Q4 24 | $564.8M | $50.2M | ||
| Q3 24 | $723.5M | $9.8M | ||
| Q2 24 | $434.4M | $-17.2M |
自由现金流率AZOJAKK
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 24.8% | ||
| Q3 25 | 8.2% | -5.8% | ||
| Q2 25 | 9.5% | -14.0% | ||
| Q1 25 | 7.4% | -3.3% | ||
| Q4 24 | 13.2% | 38.4% | ||
| Q3 24 | 11.7% | 3.0% | ||
| Q2 24 | 10.3% | -11.6% |
资本支出强度AZOJAKK
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 1.3% | ||
| Q3 25 | 7.1% | 1.6% | ||
| Q2 25 | 7.7% | 2.0% | ||
| Q1 25 | 7.4% | 1.8% | ||
| Q4 24 | 5.8% | 3.0% | ||
| Q3 24 | 5.6% | 0.8% | ||
| Q2 24 | 5.6% | 1.6% |
现金转化率AZOJAKK
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | -0.44× | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | 0.24× | ||
| Q2 24 | 1.03× | -2.81× |
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
JAKK
| Toys Consumer Products | $118.0M | 93% |
| Costumes | $9.1M | 7% |
