vs
AutoZone（AZO）与普尔斯马特（PSMT）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是普尔斯马特的3.1倍（$4.3B vs $1.4B）。AutoZone净利率更高（11.0% vs 2.9%，领先8.1%）。普尔斯马特同比增速更快（9.9% vs 8.1%）。AutoZone自由现金流更多（$35.6M vs $32.6M）。过去两年普尔斯马特的营收复合增速更高（3.5% 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。
PriceSmart（普尔斯马特）是一家美资会员制仓储商超运营商，业务覆盖中美洲、加勒比地区及南美洲。公司由Price Club的创立者索尔·普莱斯与罗伯特·普莱斯共同创办，罗伯特·普莱斯现任董事会主席。
AZO vs PSMT — 直观对比
营收规模更大
AZO
是对方的3.1倍
$1.4B
营收增速更快
PSMT
高出1.8%
8.1%
净利率更高
AZO
高出8.1%
2.9%
自由现金流更多
AZO
多$3.0M
$32.6M
两年增速更快
PSMT
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $1.4B |
| 净利润 | $468.9M | $40.2M |
| 毛利率 | 52.5% | 17.7% |
| 营业利润率 | 16.3% | 4.6% |
| 净利率 | 11.0% | 2.9% |
| 营收同比 | 8.1% | 9.9% |
| 净利润同比 | -3.9% | 7.3% |
| 每股收益（稀释后） | $27.63 | $1.29 |
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AZOPSMT
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $1.4B | ||
| Q3 25 | $6.2B | $1.3B | ||
| Q2 25 | $4.5B | $1.3B | ||
| Q1 25 | $4.0B | $1.4B | ||
| Q4 24 | $4.3B | $1.3B | ||
| Q3 24 | $6.2B | $1.2B | ||
| Q2 24 | $4.2B | $1.2B |
净利润AZOPSMT
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $40.2M | ||
| Q3 25 | $837.0M | $31.5M | ||
| Q2 25 | $608.4M | $35.2M | ||
| Q1 25 | $487.9M | $43.8M | ||
| Q4 24 | $564.9M | $37.4M | ||
| Q3 24 | $902.2M | $29.1M | ||
| Q2 24 | $651.7M | $32.5M |
毛利率AZOPSMT
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 17.7% | ||
| Q3 25 | 51.5% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 53.9% | 17.1% | ||
| Q4 24 | 53.0% | 17.4% | ||
| Q3 24 | 52.5% | — | ||
| Q2 24 | 53.5% | — |
营业利润率AZOPSMT
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 4.6% | ||
| Q3 25 | 19.2% | 4.0% | ||
| Q2 25 | 19.4% | 4.3% | ||
| Q1 25 | 17.9% | 4.8% | ||
| Q4 24 | 19.7% | 4.6% | ||
| Q3 24 | 20.9% | 4.0% | ||
| Q2 24 | 21.3% | 4.1% |
净利率AZOPSMT
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 2.9% | ||
| Q3 25 | 13.4% | 2.4% | ||
| Q2 25 | 13.6% | 2.7% | ||
| Q1 25 | 12.3% | 3.2% | ||
| Q4 24 | 13.2% | 3.0% | ||
| Q3 24 | 14.5% | 2.4% | ||
| Q2 24 | 15.4% | 2.6% |
每股收益（稀释后）AZOPSMT
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $1.29 | ||
| Q3 25 | $48.70 | $1.02 | ||
| Q2 25 | $35.36 | $1.14 | ||
| Q1 25 | $28.29 | $1.45 | ||
| Q4 24 | $32.52 | $1.21 | ||
| Q3 24 | $51.42 | $0.94 | ||
| Q2 24 | $36.69 | $1.08 |
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 | $320.6M |
| 总债务越低越好 | — | $180.3M |
| 股东权益账面价值 | $-2.9B | $1.3B |
| 总资产 | $20.4B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资AZOPSMT
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $320.6M | ||
| Q3 25 | $271.8M | $314.2M | ||
| Q2 25 | $268.6M | $262.4M | ||
| Q1 25 | $300.9M | $247.3M | ||
| Q4 24 | $304.0M | $222.2M | ||
| Q3 24 | $298.2M | $225.5M | ||
| Q2 24 | $275.4M | $228.2M |
总债务AZOPSMT
| Q1 26 | — | — | ||
| Q4 25 | — | $180.3M | ||
| Q3 25 | — | $186.6M | ||
| Q2 25 | — | $103.1M | ||
| Q1 25 | — | $107.1M | ||
| Q4 24 | — | $115.6M | ||
| Q3 24 | — | $130.4M | ||
| Q2 24 | — | $135.1M |
股东权益AZOPSMT
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $1.3B | ||
| Q3 25 | $-3.4B | $1.2B | ||
| Q2 25 | $-4.0B | $1.2B | ||
| Q1 25 | $-4.5B | $1.2B | ||
| Q4 24 | $-4.7B | $1.2B | ||
| Q3 24 | $-4.7B | $1.1B | ||
| Q2 24 | $-4.8B | $1.1B |
总资产AZOPSMT
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $2.4B | ||
| Q3 25 | $19.4B | $2.3B | ||
| Q2 25 | $18.6B | $2.1B | ||
| Q1 25 | $18.1B | $2.1B | ||
| Q4 24 | $17.5B | $2.1B | ||
| Q3 24 | $17.2B | $2.0B | ||
| Q2 24 | $17.1B | $2.0B |
负债/权益比AZOPSMT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.09× | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | 0.12× |
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 | $71.2M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $32.6M |
| 自由现金流率自由现金流/营收 | 0.8% | 2.4% |
| 资本支出强度资本支出/营收 | 7.9% | 2.8% |
| 现金转化率经营现金流/净利润 | 0.80× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $125.5M |
8季度趋势，按日历期对齐
经营现金流AZOPSMT
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $71.2M | ||
| Q3 25 | $952.8M | $82.1M | ||
| Q2 25 | $769.0M | $52.8M | ||
| Q1 25 | $583.7M | $87.9M | ||
| Q4 24 | $811.8M | $38.5M | ||
| Q3 24 | $1.1B | $41.8M | ||
| Q2 24 | $669.5M | $38.1M |
自由现金流AZOPSMT
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $32.6M | ||
| Q3 25 | $511.1M | $25.6M | ||
| Q2 25 | $423.1M | $14.0M | ||
| Q1 25 | $291.0M | $53.2M | ||
| Q4 24 | $564.8M | $10.3M | ||
| Q3 24 | $723.5M | $15.2M | ||
| Q2 24 | $434.4M | $-308.0K |
自由现金流率AZOPSMT
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 2.4% | ||
| Q3 25 | 8.2% | 1.9% | ||
| Q2 25 | 9.5% | 1.1% | ||
| Q1 25 | 7.4% | 3.9% | ||
| Q4 24 | 13.2% | 0.8% | ||
| Q3 24 | 11.7% | 1.2% | ||
| Q2 24 | 10.3% | -0.0% |
资本支出强度AZOPSMT
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 2.8% | ||
| Q3 25 | 7.1% | 4.2% | ||
| Q2 25 | 7.7% | 2.9% | ||
| Q1 25 | 7.4% | 2.5% | ||
| Q4 24 | 5.8% | 2.2% | ||
| Q3 24 | 5.6% | 2.2% | ||
| Q2 24 | 5.6% | 3.1% |
现金转化率AZOPSMT
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 1.77× | ||
| Q3 25 | 1.14× | 2.60× | ||
| Q2 25 | 1.26× | 1.50× | ||
| Q1 25 | 1.20× | 2.01× | ||
| Q4 24 | 1.44× | 1.03× | ||
| Q3 24 | 1.19× | 1.44× | ||
| Q2 24 | 1.03× | 1.17× |
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
PSMT
| Fresh Foods | $454.9M | 33% |
| Caribbean Operations Segment | $396.5M | 29% |
| Colombia Operations Segment | $204.1M | 15% |
| Hardlines | $162.6M | 12% |
| Softlines | $99.8M | 7% |
| ship Income Member | $24.5M | 2% |
| Health Services | $14.5M | 1% |
| Other Revenue And Income | $4.2M | 0% |
| United States Operations Segment | $510.0K | 0% |
| Export Sales | $359.0K | 0% |
