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AutoZone（AZO）与摩凡陀集团（MOV）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是摩凡陀集团的23.0倍（$4.3B vs $186.1M）。AutoZone净利率更高（11.0% vs 5.1%，领先5.8%）。AutoZone同比增速更快（8.1% vs 1.9%）。AutoZone自由现金流更多（$35.6M vs $11.6M）。过去两年摩凡陀集团的营收复合增速更高（2.9% 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。
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
AZO vs MOV — 直观对比
营收规模更大
AZO
是对方的23.0倍
$186.1M
营收增速更快
AZO
高出6.3%
1.9%
净利率更高
AZO
高出5.8%
5.1%
自由现金流更多
AZO
多$24.0M
$11.6M
两年增速更快
MOV
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $186.1M |
| 净利润 | $468.9M | $9.6M |
| 毛利率 | 52.5% | 54.3% |
| 营业利润率 | 16.3% | 6.3% |
| 净利率 | 11.0% | 5.1% |
| 营收同比 | 8.1% | 1.9% |
| 净利润同比 | -3.9% | 89.8% |
| 每股收益（稀释后） | $27.63 | $0.42 |
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AZOMOV
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $186.1M | ||
| Q3 25 | $6.2B | $161.8M | ||
| Q2 25 | $4.5B | $131.8M | ||
| Q1 25 | $4.0B | $181.5M | ||
| Q4 24 | $4.3B | $180.5M | ||
| Q3 24 | $6.2B | $157.0M | ||
| Q2 24 | $4.2B | $134.4M |
净利润AZOMOV
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $9.6M | ||
| Q3 25 | $837.0M | $3.0M | ||
| Q2 25 | $608.4M | $1.4M | ||
| Q1 25 | $487.9M | $8.1M | ||
| Q4 24 | $564.9M | $4.8M | ||
| Q3 24 | $902.2M | $3.5M | ||
| Q2 24 | $651.7M | $2.0M |
毛利率AZOMOV
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 54.3% | ||
| Q3 25 | 51.5% | 54.1% | ||
| Q2 25 | 52.7% | 54.1% | ||
| Q1 25 | 53.9% | 54.2% | ||
| Q4 24 | 53.0% | 53.5% | ||
| Q3 24 | 52.5% | 54.3% | ||
| Q2 24 | 53.5% | 54.3% |
营业利润率AZOMOV
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 6.3% | ||
| Q3 25 | 19.2% | 2.5% | ||
| Q2 25 | 19.4% | 0.2% | ||
| Q1 25 | 17.9% | 5.1% | ||
| Q4 24 | 19.7% | 3.3% | ||
| Q3 24 | 20.9% | 1.7% | ||
| Q2 24 | 21.3% | 1.6% |
净利率AZOMOV
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 5.1% | ||
| Q3 25 | 13.4% | 1.8% | ||
| Q2 25 | 13.6% | 1.1% | ||
| Q1 25 | 12.3% | 4.4% | ||
| Q4 24 | 13.2% | 2.7% | ||
| Q3 24 | 14.5% | 2.2% | ||
| Q2 24 | 15.4% | 1.5% |
每股收益（稀释后）AZOMOV
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.42 | ||
| Q3 25 | $48.70 | $0.13 | ||
| Q2 25 | $35.36 | $0.06 | ||
| Q1 25 | $28.29 | $0.36 | ||
| Q4 24 | $32.52 | $0.21 | ||
| Q3 24 | $51.42 | $0.15 | ||
| Q2 24 | $36.69 | $0.09 |
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 | $183.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $497.5M |
| 总资产 | $20.4B | $751.9M |
| 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AZOMOV
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $183.9M | ||
| Q3 25 | $271.8M | $180.5M | ||
| Q2 25 | $268.6M | $203.1M | ||
| Q1 25 | $300.9M | $208.5M | ||
| Q4 24 | $304.0M | $181.5M | ||
| Q3 24 | $298.2M | $198.3M | ||
| Q2 24 | $275.4M | $225.4M |
股东权益AZOMOV
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $497.5M | ||
| Q3 25 | $-3.4B | $489.9M | ||
| Q2 25 | $-4.0B | $493.2M | ||
| Q1 25 | $-4.5B | $481.3M | ||
| Q4 24 | $-4.7B | $491.3M | ||
| Q3 24 | $-4.7B | $492.0M | ||
| Q2 24 | $-4.8B | $489.6M |
总资产AZOMOV
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $751.9M | ||
| Q3 25 | $19.4B | $748.7M | ||
| Q2 25 | $18.6B | $747.2M | ||
| Q1 25 | $18.1B | $729.2M | ||
| Q4 24 | $17.5B | $747.2M | ||
| Q3 24 | $17.2B | $742.5M | ||
| Q2 24 | $17.1B | $736.0M |
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 | $12.3M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $11.6M |
| 自由现金流率自由现金流/营收 | 0.8% | 6.2% |
| 资本支出强度资本支出/营收 | 7.9% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $35.3M |
8季度趋势，按日历期对齐
经营现金流AZOMOV
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $12.3M | ||
| Q3 25 | $952.8M | $-3.8M | ||
| Q2 25 | $769.0M | $-7.2M | ||
| Q1 25 | $583.7M | $39.1M | ||
| Q4 24 | $811.8M | $-4.7M | ||
| Q3 24 | $1.1B | $-17.8M | ||
| Q2 24 | $669.5M | $-18.1M |
自由现金流AZOMOV
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $11.6M | ||
| Q3 25 | $511.1M | $-5.1M | ||
| Q2 25 | $423.1M | $-8.7M | ||
| Q1 25 | $291.0M | $37.5M | ||
| Q4 24 | $564.8M | $-7.2M | ||
| Q3 24 | $723.5M | $-20.1M | ||
| Q2 24 | $434.4M | $-19.7M |
自由现金流率AZOMOV
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 6.2% | ||
| Q3 25 | 8.2% | -3.1% | ||
| Q2 25 | 9.5% | -6.6% | ||
| Q1 25 | 7.4% | 20.7% | ||
| Q4 24 | 13.2% | -4.0% | ||
| Q3 24 | 11.7% | -12.8% | ||
| Q2 24 | 10.3% | -14.7% |
资本支出强度AZOMOV
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.4% | ||
| Q3 25 | 7.1% | 0.8% | ||
| Q2 25 | 7.7% | 1.2% | ||
| Q1 25 | 7.4% | 0.9% | ||
| Q4 24 | 5.8% | 1.4% | ||
| Q3 24 | 5.6% | 1.5% | ||
| Q2 24 | 5.6% | 1.2% |
现金转化率AZOMOV
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 1.28× | ||
| Q3 25 | 1.14× | -1.27× | ||
| Q2 25 | 1.26× | -5.08× | ||
| Q1 25 | 1.20× | 4.86× | ||
| Q4 24 | 1.44× | -0.98× | ||
| Q3 24 | 1.19× | -5.14× | ||
| Q2 24 | 1.03× | -8.97× |
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
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
