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AutoZone（AZO）与Kontoor Brands, Inc.（KTB）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Kontoor Brands, Inc.的5.0倍（$4.3B vs $853.2M）。AutoZone净利率更高（11.0% vs 4.3%，领先6.6%）。Kontoor Brands, Inc.同比增速更快（27.3% vs 8.1%）。Kontoor Brands, Inc.自由现金流更多（$55.8M vs $35.6M）。过去两年Kontoor Brands, Inc.的营收复合增速更高（14.2% 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。
Kontoor Brands是美国知名服装企业，2019年5月从威富集团分拆独立运营，旗下拥有Lee、Wrangler、Helly Hansen等国际知名服饰品牌，面向全球市场销售各类服饰产品，在休闲服饰及户外功能服饰领域拥有广泛的消费者基础。
AZO vs KTB — 直观对比
营收规模更大
AZO
是对方的5.0倍
$853.2M
营收增速更快
KTB
高出19.2%
8.1%
净利率更高
AZO
高出6.6%
4.3%
自由现金流更多
KTB
多$20.1M
$35.6M
两年增速更快
KTB
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $853.2M |
| 净利润 | $468.9M | $36.9M |
| 毛利率 | 52.5% | 41.3% |
| 营业利润率 | 16.3% | 7.5% |
| 净利率 | 11.0% | 4.3% |
| 营收同比 | 8.1% | 27.3% |
| 净利润同比 | -3.9% | -47.6% |
| 每股收益（稀释后） | $27.63 | $0.66 |
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AZOKTB
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $6.2B | $853.2M | ||
| Q2 25 | $4.5B | $658.3M | ||
| Q1 25 | $4.0B | $622.9M | ||
| Q4 24 | $4.3B | $699.3M | ||
| Q3 24 | $6.2B | $670.2M | ||
| Q2 24 | $4.2B | $606.9M |
净利润AZOKTB
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | — | ||
| Q3 25 | $837.0M | $36.9M | ||
| Q2 25 | $608.4M | $73.9M | ||
| Q1 25 | $487.9M | $42.9M | ||
| Q4 24 | $564.9M | $64.0M | ||
| Q3 24 | $902.2M | $70.5M | ||
| Q2 24 | $651.7M | $51.8M |
毛利率AZOKTB
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | 41.3% | ||
| Q2 25 | 52.7% | 46.3% | ||
| Q1 25 | 53.9% | 47.5% | ||
| Q4 24 | 53.0% | 43.7% | ||
| Q3 24 | 52.5% | 44.7% | ||
| Q2 24 | 53.5% | 44.7% |
营业利润率AZOKTB
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | — | ||
| Q3 25 | 19.2% | 7.5% | ||
| Q2 25 | 19.4% | 11.9% | ||
| Q1 25 | 17.9% | 11.8% | ||
| Q4 24 | 19.7% | 12.1% | ||
| Q3 24 | 20.9% | 14.7% | ||
| Q2 24 | 21.3% | 12.4% |
净利率AZOKTB
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 13.4% | 4.3% | ||
| Q2 25 | 13.6% | 11.2% | ||
| Q1 25 | 12.3% | 6.9% | ||
| Q4 24 | 13.2% | 9.1% | ||
| Q3 24 | 14.5% | 10.5% | ||
| Q2 24 | 15.4% | 8.5% |
每股收益（稀释后）AZOKTB
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | — | ||
| Q3 25 | $48.70 | $0.66 | ||
| Q2 25 | $35.36 | $1.32 | ||
| Q1 25 | $28.29 | $0.76 | ||
| Q4 24 | $32.52 | $1.13 | ||
| Q3 24 | $51.42 | $1.26 | ||
| Q2 24 | $36.69 | $0.92 |
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 | $82.4M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $-2.9B | $529.6M |
| 总资产 | $20.4B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资AZOKTB
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | — | ||
| Q3 25 | $271.8M | $82.4M | ||
| Q2 25 | $268.6M | $107.5M | ||
| Q1 25 | $300.9M | $356.7M | ||
| Q4 24 | $304.0M | $334.1M | ||
| Q3 24 | $298.2M | $269.4M | ||
| Q2 24 | $275.4M | $224.3M |
总债务AZOKTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $735.6M | ||
| Q4 24 | — | $740.3M | ||
| Q3 24 | — | $745.0M | ||
| Q2 24 | — | $749.7M |
股东权益AZOKTB
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | — | ||
| Q3 25 | $-3.4B | $529.6M | ||
| Q2 25 | $-4.0B | $498.3M | ||
| Q1 25 | $-4.5B | $426.7M | ||
| Q4 24 | $-4.7B | $400.1M | ||
| Q3 24 | $-4.7B | $356.9M | ||
| Q2 24 | $-4.8B | $367.2M |
总资产AZOKTB
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | — | ||
| Q3 25 | $19.4B | $2.9B | ||
| Q2 25 | $18.6B | $2.7B | ||
| Q1 25 | $18.1B | $1.7B | ||
| Q4 24 | $17.5B | $1.7B | ||
| Q3 24 | $17.2B | $1.7B | ||
| Q2 24 | $17.1B | $1.6B |
负债/权益比AZOKTB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.53× | ||
| Q2 25 | — | 2.74× | ||
| Q1 25 | — | 1.72× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | — | 2.09× | ||
| Q2 24 | — | 2.04× |
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 | $64.1M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $55.8M |
| 自由现金流率自由现金流/营收 | 0.8% | 6.5% |
| 资本支出强度资本支出/营收 | 7.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $228.0M |
8季度趋势，按日历期对齐
经营现金流AZOKTB
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | — | ||
| Q3 25 | $952.8M | $64.1M | ||
| Q2 25 | $769.0M | $25.7M | ||
| Q1 25 | $583.7M | $77.6M | ||
| Q4 24 | $811.8M | $82.0M | ||
| Q3 24 | $1.1B | $133.6M | ||
| Q2 24 | $669.5M | $96.2M |
自由现金流AZOKTB
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | $55.8M | ||
| Q2 25 | $423.1M | $22.4M | ||
| Q1 25 | $291.0M | $74.9M | ||
| Q4 24 | $564.8M | $75.0M | ||
| Q3 24 | $723.5M | $129.9M | ||
| Q2 24 | $434.4M | $92.6M |
自由现金流率AZOKTB
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | 6.5% | ||
| Q2 25 | 9.5% | 3.4% | ||
| Q1 25 | 7.4% | 12.0% | ||
| Q4 24 | 13.2% | 10.7% | ||
| Q3 24 | 11.7% | 19.4% | ||
| Q2 24 | 10.3% | 15.3% |
资本支出强度AZOKTB
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.1% | 1.0% | ||
| Q2 25 | 7.7% | 0.5% | ||
| Q1 25 | 7.4% | 0.4% | ||
| Q4 24 | 5.8% | 1.0% | ||
| Q3 24 | 5.6% | 0.6% | ||
| Q2 24 | 5.6% | 0.6% |
现金转化率AZOKTB
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 1.74× | ||
| Q2 25 | 1.26× | 0.35× | ||
| Q1 25 | 1.20× | 1.81× | ||
| Q4 24 | 1.44× | 1.28× | ||
| Q3 24 | 1.19× | 1.89× | ||
| Q2 24 | 1.03× | 1.86× |
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
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
