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AutoZone（AZO）与PVH CORP.（PVH）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PVH CORP.的1.9倍（$4.3B vs $2.3B）。AutoZone净利率更高（11.0% vs 0.2%，领先10.8%）。AutoZone同比增速更快（8.1% vs 1.7%）。AutoZone自由现金流更多（$35.6M vs $-85.1M）
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。
PVH集团是源自美国的知名服饰企业，前身为Phillips-Van Heusen公司，旗下拥有Tommy Hilfiger、Calvin Klein等标志性时尚品牌，同时还获得Kenneth Cole New York、Michael Kors等品牌的授权经营许可，在全球服饰消费市场拥有广泛影响力。
AZO vs PVH — 直观对比
营收规模更大
AZO
是对方的1.9倍
$2.3B
营收增速更快
AZO
高出6.4%
1.7%
净利率更高
AZO
高出10.8%
0.2%
自由现金流更多
AZO
多$120.7M
$-85.1M
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $2.3B |
| 净利润 | $468.9M | $4.2M |
| 毛利率 | 52.5% | 56.3% |
| 营业利润率 | 16.3% | 7.9% |
| 净利率 | 11.0% | 0.2% |
| 营收同比 | 8.1% | 1.7% |
| 净利润同比 | -3.9% | -96.8% |
| 每股收益（稀释后） | $27.63 | $0.09 |
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AZOPVH
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $2.3B | ||
| Q3 25 | $6.2B | $2.2B | ||
| Q2 25 | $4.5B | $2.0B | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $6.2B | — | ||
| Q2 24 | $4.2B | — |
净利润AZOPVH
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $4.2M | ||
| Q3 25 | $837.0M | $224.2M | ||
| Q2 25 | $608.4M | $-44.8M | ||
| Q1 25 | $487.9M | — | ||
| Q4 24 | $564.9M | — | ||
| Q3 24 | $902.2M | — | ||
| Q2 24 | $651.7M | — |
毛利率AZOPVH
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 56.3% | ||
| Q3 25 | 51.5% | 57.7% | ||
| Q2 25 | 52.7% | 58.6% | ||
| Q1 25 | 53.9% | — | ||
| Q4 24 | 53.0% | — | ||
| Q3 24 | 52.5% | — | ||
| Q2 24 | 53.5% | — |
营业利润率AZOPVH
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 7.9% | ||
| Q3 25 | 19.2% | 6.1% | ||
| Q2 25 | 19.4% | -16.7% | ||
| Q1 25 | 17.9% | — | ||
| Q4 24 | 19.7% | — | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 21.3% | — |
净利率AZOPVH
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 0.2% | ||
| Q3 25 | 13.4% | 10.3% | ||
| Q2 25 | 13.6% | -2.3% | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 14.5% | — | ||
| Q2 24 | 15.4% | — |
每股收益（稀释后）AZOPVH
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.09 | ||
| Q3 25 | $48.70 | $4.63 | ||
| Q2 25 | $35.36 | $-0.88 | ||
| Q1 25 | $28.29 | — | ||
| Q4 24 | $32.52 | — | ||
| Q3 24 | $51.42 | — | ||
| Q2 24 | $36.69 | — |
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 | $158.2M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $-2.9B | $4.9B |
| 总资产 | $20.4B | $11.4B |
| 负债/权益比越低杠杆越低 | — | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资AZOPVH
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $158.2M | ||
| Q3 25 | $271.8M | $248.8M | ||
| Q2 25 | $268.6M | $191.0M | ||
| Q1 25 | $300.9M | — | ||
| Q4 24 | $304.0M | — | ||
| Q3 24 | $298.2M | — | ||
| Q2 24 | $275.4M | — |
总债务AZOPVH
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AZOPVH
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $4.9B | ||
| Q3 25 | $-3.4B | $4.9B | ||
| Q2 25 | $-4.0B | $4.6B | ||
| Q1 25 | $-4.5B | — | ||
| Q4 24 | $-4.7B | — | ||
| Q3 24 | $-4.7B | — | ||
| Q2 24 | $-4.8B | — |
总资产AZOPVH
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $11.4B | ||
| Q3 25 | $19.4B | $11.6B | ||
| Q2 25 | $18.6B | $10.7B | ||
| Q1 25 | $18.1B | — | ||
| Q4 24 | $17.5B | — | ||
| Q3 24 | $17.2B | — | ||
| Q2 24 | $17.1B | — |
负债/权益比AZOPVH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-44.5M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-85.1M |
| 自由现金流率自由现金流/营收 | 0.8% | -3.7% |
| 资本支出强度资本支出/营收 | 7.9% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.80× | -10.60× |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流AZOPVH
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-44.5M | ||
| Q3 25 | $952.8M | $213.1M | ||
| Q2 25 | $769.0M | $-71.4M | ||
| Q1 25 | $583.7M | — | ||
| Q4 24 | $811.8M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $669.5M | — |
自由现金流AZOPVH
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-85.1M | ||
| Q3 25 | $511.1M | $181.9M | ||
| Q2 25 | $423.1M | $-98.1M | ||
| Q1 25 | $291.0M | — | ||
| Q4 24 | $564.8M | — | ||
| Q3 24 | $723.5M | — | ||
| Q2 24 | $434.4M | — |
自由现金流率AZOPVH
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -3.7% | ||
| Q3 25 | 8.2% | 8.4% | ||
| Q2 25 | 9.5% | -4.9% | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 10.3% | — |
资本支出强度AZOPVH
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 1.8% | ||
| Q3 25 | 7.1% | 1.4% | ||
| Q2 25 | 7.7% | 1.3% | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.6% | — |
现金转化率AZOPVH
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | -10.60× | ||
| Q3 25 | 1.14× | 0.95× | ||
| 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
业务分部营收拆解
AZO
暂无分部数据
PVH
| Sales Channel Salesto Wholesale Customers | $1.0B | 44% |
| Sales Channel Sales To Owned And Operated Retail Customers | $868.0M | 38% |
| Sales Channel Sales To Owned And Operated Digital Retail Customers | $186.6M | 8% |
| Licensing | $99.5M | 4% |
| Other | $75.8M | 3% |
| Heritage Brands | $51.3M | 2% |
