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AutoZone（AZO）与MONRO, INC.（MNRO）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MONRO, INC.的14.6倍（$4.3B vs $293.4M）。AutoZone净利率更高（11.0% vs 3.8%，领先7.2%）。AutoZone同比增速更快（8.1% vs -4.0%）。AutoZone自由现金流更多（$35.6M vs $9.1M）。过去两年AutoZone的营收复合增速更高（0.5% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
AZO vs MNRO — 直观对比
营收规模更大
AZO
是对方的14.6倍
$293.4M
营收增速更快
AZO
高出12.2%
-4.0%
净利率更高
AZO
高出7.2%
3.8%
自由现金流更多
AZO
多$26.5M
$9.1M
两年增速更快
AZO
近两年复合增速
-2.7%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $293.4M |
| 净利润 | $468.9M | $11.1M |
| 毛利率 | 52.5% | 34.9% |
| 营业利润率 | 16.3% | 6.3% |
| 净利率 | 11.0% | 3.8% |
| 营收同比 | 8.1% | -4.0% |
| 净利润同比 | -3.9% | 143.1% |
| 每股收益（稀释后） | $27.63 | $0.35 |
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AZOMNRO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $293.4M | ||
| Q3 25 | $6.2B | $288.9M | ||
| Q2 25 | $4.5B | $301.0M | ||
| Q1 25 | $4.0B | $295.0M | ||
| Q4 24 | $4.3B | $305.8M | ||
| Q3 24 | $6.2B | $301.4M | ||
| Q2 24 | $4.2B | $293.2M |
净利润AZOMNRO
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $11.1M | ||
| Q3 25 | $837.0M | $5.7M | ||
| Q2 25 | $608.4M | $-8.1M | ||
| Q1 25 | $487.9M | $-21.3M | ||
| Q4 24 | $564.9M | $4.6M | ||
| Q3 24 | $902.2M | $5.6M | ||
| Q2 24 | $651.7M | $5.9M |
毛利率AZOMNRO
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 34.9% | ||
| Q3 25 | 51.5% | 35.7% | ||
| Q2 25 | 52.7% | 35.5% | ||
| Q1 25 | 53.9% | 33.0% | ||
| Q4 24 | 53.0% | 34.3% | ||
| Q3 24 | 52.5% | 35.3% | ||
| Q2 24 | 53.5% | 37.2% |
营业利润率AZOMNRO
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 6.3% | ||
| Q3 25 | 19.2% | 4.4% | ||
| Q2 25 | 19.4% | -2.0% | ||
| Q1 25 | 17.9% | -8.1% | ||
| Q4 24 | 19.7% | 3.3% | ||
| Q3 24 | 20.9% | 4.4% | ||
| Q2 24 | 21.3% | 4.5% |
净利率AZOMNRO
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 3.8% | ||
| Q3 25 | 13.4% | 2.0% | ||
| Q2 25 | 13.6% | -2.7% | ||
| Q1 25 | 12.3% | -7.2% | ||
| Q4 24 | 13.2% | 1.5% | ||
| Q3 24 | 14.5% | 1.9% | ||
| Q2 24 | 15.4% | 2.0% |
每股收益（稀释后）AZOMNRO
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.35 | ||
| Q3 25 | $48.70 | $0.18 | ||
| Q2 25 | $35.36 | $-0.28 | ||
| Q1 25 | $28.29 | $-0.74 | ||
| Q4 24 | $32.52 | $0.15 | ||
| Q3 24 | $51.42 | $0.18 | ||
| Q2 24 | $36.69 | $0.19 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $-2.9B | $604.9M |
| 总资产 | $20.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资AZOMNRO
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $4.9M | ||
| Q3 25 | $271.8M | $10.5M | ||
| Q2 25 | $268.6M | $7.8M | ||
| Q1 25 | $300.9M | $20.8M | ||
| Q4 24 | $304.0M | $10.2M | ||
| Q3 24 | $298.2M | $20.9M | ||
| Q2 24 | $275.4M | $18.7M |
总债务AZOMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M |
股东权益AZOMNRO
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $604.9M | ||
| Q3 25 | $-3.4B | $601.7M | ||
| Q2 25 | $-4.0B | $604.9M | ||
| Q1 25 | $-4.5B | $620.8M | ||
| Q4 24 | $-4.7B | $648.9M | ||
| Q3 24 | $-4.7B | $651.9M | ||
| Q2 24 | $-4.8B | $654.4M |
总资产AZOMNRO
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $1.6B | ||
| Q3 25 | $19.4B | $1.6B | ||
| Q2 25 | $18.6B | $1.6B | ||
| Q1 25 | $18.1B | $1.6B | ||
| Q4 24 | $17.5B | $1.7B | ||
| Q3 24 | $17.2B | $1.7B | ||
| Q2 24 | $17.1B | $1.7B |
负债/权益比AZOMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $9.1M |
| 自由现金流率自由现金流/营收 | 0.8% | 3.1% |
| 资本支出强度资本支出/营收 | 7.9% | 3.0% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $49.6M |
8季度趋势，按日历期对齐
经营现金流AZOMNRO
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $17.8M | ||
| Q3 25 | $952.8M | $32.3M | ||
| Q2 25 | $769.0M | $-1.9M | ||
| Q1 25 | $583.7M | $28.9M | ||
| Q4 24 | $811.8M | $14.8M | ||
| Q3 24 | $1.1B | $62.6M | ||
| Q2 24 | $669.5M | $25.6M |
自由现金流AZOMNRO
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $9.1M | ||
| Q3 25 | $511.1M | $26.6M | ||
| Q2 25 | $423.1M | $-9.3M | ||
| Q1 25 | $291.0M | $23.2M | ||
| Q4 24 | $564.8M | $7.9M | ||
| Q3 24 | $723.5M | $57.6M | ||
| Q2 24 | $434.4M | $16.8M |
自由现金流率AZOMNRO
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 3.1% | ||
| Q3 25 | 8.2% | 9.2% | ||
| Q2 25 | 9.5% | -3.1% | ||
| Q1 25 | 7.4% | 7.9% | ||
| Q4 24 | 13.2% | 2.6% | ||
| Q3 24 | 11.7% | 19.1% | ||
| Q2 24 | 10.3% | 5.7% |
资本支出强度AZOMNRO
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 3.0% | ||
| Q3 25 | 7.1% | 2.0% | ||
| Q2 25 | 7.7% | 2.5% | ||
| Q1 25 | 7.4% | 1.9% | ||
| Q4 24 | 5.8% | 2.2% | ||
| Q3 24 | 5.6% | 1.6% | ||
| Q2 24 | 5.6% | 3.0% |
现金转化率AZOMNRO
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 1.60× | ||
| Q3 25 | 1.14× | 5.71× | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | 3.23× | ||
| Q3 24 | 1.19× | 11.08× | ||
| Q2 24 | 1.03× | 4.37× |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
