vs
AutoZone（AZO）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是恩智浦的1.3倍（$4.3B vs $3.2B），恩智浦净利率更高（35.3% vs 11.0%，领先24.3%），AutoZone同比增速更快（8.1% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $35.6M），过去两年恩智浦的营收复合增速更高（0.9% 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。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
AZO vs NXPI — 直观对比
营收规模更大
AZO
是对方的1.3倍
$3.2B
营收增速更快
AZO
高出13.1%
-5.0%
净利率更高
NXPI
高出24.3%
11.0%
自由现金流更多
NXPI
多$678.4M
$35.6M
两年增速更快
NXPI
近两年复合增速
0.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $3.2B |
| 净利润 | $468.9M | $1.1B |
| 毛利率 | 52.5% | 59.5% |
| 营业利润率 | 16.3% | — |
| 净利率 | 11.0% | 35.3% |
| 营收同比 | 8.1% | -5.0% |
| 净利润同比 | -3.9% | 147.0% |
| 每股收益（稀释后） | $27.63 | $4.43 |
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AZONXPI
| Q1 26 | $4.3B | $3.2B | ||
| Q4 25 | $4.6B | $3.3B | ||
| Q3 25 | $6.2B | $3.2B | ||
| Q2 25 | $4.5B | $2.9B | ||
| Q1 25 | $4.0B | $2.8B | ||
| Q4 24 | $4.3B | $3.1B | ||
| Q3 24 | $6.2B | $3.3B | ||
| Q2 24 | $4.2B | $3.1B |
净利润AZONXPI
| Q1 26 | $468.9M | $1.1B | ||
| Q4 25 | $530.8M | $455.0M | ||
| Q3 25 | $837.0M | $631.0M | ||
| Q2 25 | $608.4M | $445.0M | ||
| Q1 25 | $487.9M | $490.0M | ||
| Q4 24 | $564.9M | $495.0M | ||
| Q3 24 | $902.2M | $718.0M | ||
| Q2 24 | $651.7M | $658.0M |
毛利率AZONXPI
| Q1 26 | 52.5% | 59.5% | ||
| Q4 25 | 51.0% | 54.2% | ||
| Q3 25 | 51.5% | 56.3% | ||
| Q2 25 | 52.7% | 53.4% | ||
| Q1 25 | 53.9% | 55.0% | ||
| Q4 24 | 53.0% | 53.9% | ||
| Q3 24 | 52.5% | 57.4% | ||
| Q2 24 | 53.5% | 57.3% |
营业利润率AZONXPI
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 22.3% | ||
| Q3 25 | 19.2% | 28.1% | ||
| Q2 25 | 19.4% | 23.5% | ||
| Q1 25 | 17.9% | 25.5% | ||
| Q4 24 | 19.7% | 21.7% | ||
| Q3 24 | 20.9% | 30.5% | ||
| Q2 24 | 21.3% | 28.7% |
净利率AZONXPI
| Q1 26 | 11.0% | 35.3% | ||
| Q4 25 | 11.5% | 13.6% | ||
| Q3 25 | 13.4% | 19.9% | ||
| Q2 25 | 13.6% | 15.2% | ||
| Q1 25 | 12.3% | 17.3% | ||
| Q4 24 | 13.2% | 15.9% | ||
| Q3 24 | 14.5% | 22.1% | ||
| Q2 24 | 15.4% | 21.0% |
每股收益（稀释后）AZONXPI
| Q1 26 | $27.63 | $4.43 | ||
| Q4 25 | $31.04 | $1.80 | ||
| Q3 25 | $48.70 | $2.48 | ||
| Q2 25 | $35.36 | $1.75 | ||
| Q1 25 | $28.29 | $1.92 | ||
| Q4 24 | $32.52 | $1.93 | ||
| Q3 24 | $51.42 | $2.79 | ||
| Q2 24 | $36.69 | $2.54 |
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 | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $-2.9B | $10.9B |
| 总资产 | $20.4B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资AZONXPI
| Q1 26 | $285.5M | $3.7B | ||
| Q4 25 | $287.6M | $3.3B | ||
| Q3 25 | $271.8M | $3.5B | ||
| Q2 25 | $268.6M | $3.2B | ||
| Q1 25 | $300.9M | $4.0B | ||
| Q4 24 | $304.0M | $3.3B | ||
| Q3 24 | $298.2M | $2.7B | ||
| Q2 24 | $275.4M | $2.9B |
总债务AZONXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | — | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益AZONXPI
| Q1 26 | $-2.9B | $10.9B | ||
| Q4 25 | $-3.2B | $10.1B | ||
| Q3 25 | $-3.4B | $10.0B | ||
| Q2 25 | $-4.0B | $9.6B | ||
| Q1 25 | $-4.5B | $9.3B | ||
| Q4 24 | $-4.7B | $9.2B | ||
| Q3 24 | $-4.7B | $9.4B | ||
| Q2 24 | $-4.8B | $9.0B |
总资产AZONXPI
| Q1 26 | $20.4B | $27.1B | ||
| Q4 25 | $19.7B | $26.6B | ||
| Q3 25 | $19.4B | $26.4B | ||
| Q2 25 | $18.6B | $25.3B | ||
| Q1 25 | $18.1B | $25.2B | ||
| Q4 24 | $17.5B | $24.4B | ||
| Q3 24 | $17.2B | $23.7B | ||
| Q2 24 | $17.1B | $23.2B |
负债/权益比AZONXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.07× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $714.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 22.4% |
| 资本支出强度资本支出/营收 | 7.9% | 2.5% |
| 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 | $2.7B |
8季度趋势，按日历期对齐
经营现金流AZONXPI
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $891.0M | ||
| Q3 25 | $952.8M | $585.0M | ||
| Q2 25 | $769.0M | $779.0M | ||
| Q1 25 | $583.7M | $565.0M | ||
| Q4 24 | $811.8M | $391.0M | ||
| Q3 24 | $1.1B | $779.0M | ||
| Q2 24 | $669.5M | $761.0M |
自由现金流AZONXPI
| Q1 26 | $35.6M | $714.0M | ||
| Q4 25 | $630.0M | $793.0M | ||
| Q3 25 | $511.1M | $508.0M | ||
| Q2 25 | $423.1M | $696.0M | ||
| Q1 25 | $291.0M | $426.0M | ||
| Q4 24 | $564.8M | $261.0M | ||
| Q3 24 | $723.5M | $593.0M | ||
| Q2 24 | $434.4M | $576.0M |
自由现金流率AZONXPI
| Q1 26 | 0.8% | 22.4% | ||
| Q4 25 | 13.6% | 23.8% | ||
| Q3 25 | 8.2% | 16.0% | ||
| Q2 25 | 9.5% | 23.8% | ||
| Q1 25 | 7.4% | 15.0% | ||
| Q4 24 | 13.2% | 8.4% | ||
| Q3 24 | 11.7% | 18.2% | ||
| Q2 24 | 10.3% | 18.4% |
资本支出强度AZONXPI
| Q1 26 | 7.9% | 2.5% | ||
| Q4 25 | 6.8% | 2.9% | ||
| Q3 25 | 7.1% | 2.4% | ||
| Q2 25 | 7.7% | 2.8% | ||
| Q1 25 | 7.4% | 4.9% | ||
| Q4 24 | 5.8% | 4.2% | ||
| Q3 24 | 5.6% | 5.7% | ||
| Q2 24 | 5.6% | 5.9% |
现金转化率AZONXPI
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 1.96× | ||
| Q3 25 | 1.14× | 0.93× | ||
| Q2 25 | 1.26× | 1.75× | ||
| Q1 25 | 1.20× | 1.15× | ||
| Q4 24 | 1.44× | 0.79× | ||
| Q3 24 | 1.19× | 1.08× | ||
| Q2 24 | 1.03× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
