vs
AutoZone（AZO）与CarParts.com, Inc.（PRTS）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CarParts.com, Inc.的33.5倍（$4.3B vs $127.8M）。AutoZone净利率更高（11.0% vs -8.5%，领先19.5%）。AutoZone同比增速更快（8.1% vs -11.7%）。AutoZone自由现金流更多（$35.6M vs $-8.3M）。过去两年AutoZone的营收复合增速更高（0.5% vs -9.6%）
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。
GPC是一家总部位于美国佐治亚州亚特兰大的汽车与工业零部件分销商，1928年由弗雷泽兄弟创立，目前拥有约六万名员工。除美国本土市场外，公司业务还覆盖澳大拉西亚、比利时、加拿大、法国、德国、墨西哥、荷兰、波兰及英国，旗下拥有知名汽车零部件零售商NAPA Auto Parts和工业零部件分销商Motion。
AZO vs PRTS — 直观对比
营收规模更大
AZO
是对方的33.5倍
$127.8M
营收增速更快
AZO
高出19.9%
-11.7%
净利率更高
AZO
高出19.5%
-8.5%
自由现金流更多
AZO
多$43.9M
$-8.3M
两年增速更快
AZO
近两年复合增速
-9.6%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $127.8M |
| 净利润 | $468.9M | $-10.9M |
| 毛利率 | 52.5% | 33.1% |
| 营业利润率 | 16.3% | -7.9% |
| 净利率 | 11.0% | -8.5% |
| 营收同比 | 8.1% | -11.7% |
| 净利润同比 | -3.9% | -8.7% |
| 每股收益（稀释后） | $27.63 | $-0.19 |
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AZOPRTS
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $6.2B | $127.8M | ||
| Q2 25 | $4.5B | $151.9M | ||
| Q1 25 | $4.0B | $147.4M | ||
| Q4 24 | $4.3B | $133.5M | ||
| Q3 24 | $6.2B | $144.8M | ||
| Q2 24 | $4.2B | $144.3M |
净利润AZOPRTS
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | — | ||
| Q3 25 | $837.0M | $-10.9M | ||
| Q2 25 | $608.4M | $-12.7M | ||
| Q1 25 | $487.9M | $-15.3M | ||
| Q4 24 | $564.9M | $-15.4M | ||
| Q3 24 | $902.2M | $-10.0M | ||
| Q2 24 | $651.7M | $-8.7M |
毛利率AZOPRTS
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | 33.1% | ||
| Q2 25 | 52.7% | 32.8% | ||
| Q1 25 | 53.9% | 32.1% | ||
| Q4 24 | 53.0% | 32.5% | ||
| Q3 24 | 52.5% | 35.2% | ||
| Q2 24 | 53.5% | 33.5% |
营业利润率AZOPRTS
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | — | ||
| Q3 25 | 19.2% | -7.9% | ||
| Q2 25 | 19.4% | -8.2% | ||
| Q1 25 | 17.9% | -10.3% | ||
| Q4 24 | 19.7% | -11.6% | ||
| Q3 24 | 20.9% | -6.9% | ||
| Q2 24 | 21.3% | -6.0% |
净利率AZOPRTS
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 13.4% | -8.5% | ||
| Q2 25 | 13.6% | -8.4% | ||
| Q1 25 | 12.3% | -10.4% | ||
| Q4 24 | 13.2% | -11.5% | ||
| Q3 24 | 14.5% | -6.9% | ||
| Q2 24 | 15.4% | -6.0% |
每股收益（稀释后）AZOPRTS
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | — | ||
| Q3 25 | $48.70 | $-0.19 | ||
| Q2 25 | $35.36 | $-0.23 | ||
| Q1 25 | $28.29 | $-0.27 | ||
| Q4 24 | $32.52 | $-0.28 | ||
| Q3 24 | $51.42 | $-0.17 | ||
| Q2 24 | $36.69 | $-0.15 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $64.2M |
| 总资产 | $20.4B | $200.3M |
| 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AZOPRTS
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | — | ||
| Q3 25 | $271.8M | — | ||
| Q2 25 | $268.6M | — | ||
| Q1 25 | $300.9M | — | ||
| Q4 24 | $304.0M | — | ||
| Q3 24 | $298.2M | — | ||
| Q2 24 | $275.4M | — |
股东权益AZOPRTS
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | — | ||
| Q3 25 | $-3.4B | $64.2M | ||
| Q2 25 | $-4.0B | $62.4M | ||
| Q1 25 | $-4.5B | $72.8M | ||
| Q4 24 | $-4.7B | $85.2M | ||
| Q3 24 | $-4.7B | $97.2M | ||
| Q2 24 | $-4.8B | $103.9M |
总资产AZOPRTS
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | — | ||
| Q3 25 | $19.4B | $200.3M | ||
| Q2 25 | $18.6B | $189.6M | ||
| Q1 25 | $18.1B | $216.5M | ||
| Q4 24 | $17.5B | $210.6M | ||
| Q3 24 | $17.2B | $227.6M | ||
| Q2 24 | $17.1B | $238.0M |
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 | $-6.4M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-8.3M |
| 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% | 1.5% |
| 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 | $-33.4M |
8季度趋势，按日历期对齐
经营现金流AZOPRTS
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | — | ||
| Q3 25 | $952.8M | $-6.4M | ||
| Q2 25 | $769.0M | $-25.6M | ||
| Q1 25 | $583.7M | $5.5M | ||
| Q4 24 | $811.8M | $1.8M | ||
| Q3 24 | $1.1B | $8.5M | ||
| Q2 24 | $669.5M | $-3.6M |
自由现金流AZOPRTS
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | $-8.3M | ||
| Q2 25 | $423.1M | $-27.9M | ||
| Q1 25 | $291.0M | $3.4M | ||
| Q4 24 | $564.8M | $-631.0K | ||
| Q3 24 | $723.5M | $4.9M | ||
| Q2 24 | $434.4M | $-10.8M |
自由现金流率AZOPRTS
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | -6.5% | ||
| Q2 25 | 9.5% | -18.3% | ||
| Q1 25 | 7.4% | 2.3% | ||
| Q4 24 | 13.2% | -0.5% | ||
| Q3 24 | 11.7% | 3.4% | ||
| Q2 24 | 10.3% | -7.5% |
资本支出强度AZOPRTS
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.1% | 1.5% | ||
| Q2 25 | 7.7% | 1.5% | ||
| Q1 25 | 7.4% | 1.4% | ||
| Q4 24 | 5.8% | 1.8% | ||
| Q3 24 | 5.6% | 2.5% | ||
| Q2 24 | 5.6% | 4.9% |
现金转化率AZOPRTS
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.03× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
