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AutoZone（AZO）与RYDER SYSTEM INC（R）财务数据对比。点击上方公司名可切换其他公司
RYDER SYSTEM INC的季度营收约是AutoZone的3.1倍（$13.1B vs $4.3B）。AutoZone净利率更高（11.0% vs 0.7%，领先10.3%）。AutoZone同比增速更快（8.1% vs 1.0%）。RYDER SYSTEM INC自由现金流更多（$273.0M vs $35.6M）。过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% 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。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
AZO vs R — 直观对比
营收规模更大
R
是对方的3.1倍
$4.3B
营收增速更快
AZO
高出7.1%
1.0%
净利率更高
AZO
高出10.3%
0.7%
自由现金流更多
R
多$237.4M
$35.6M
两年增速更快
R
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $13.1B |
| 净利润 | $468.9M | $93.0M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | — |
| 净利率 | 11.0% | 0.7% |
| 营收同比 | 8.1% | 1.0% |
| 净利润同比 | -3.9% | -5.1% |
| 每股收益（稀释后） | $27.63 | $2.34 |
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AZOR
| Q1 26 | $4.3B | $13.1B | ||
| Q4 25 | $4.6B | $3.2B | ||
| Q3 25 | $6.2B | $3.2B | ||
| Q2 25 | $4.5B | $3.2B | ||
| Q1 25 | $4.0B | $3.1B | ||
| Q4 24 | $4.3B | $3.2B | ||
| Q3 24 | $6.2B | $3.2B | ||
| Q2 24 | $4.2B | $3.2B |
净利润AZOR
| Q1 26 | $468.9M | $93.0M | ||
| Q4 25 | $530.8M | $132.0M | ||
| Q3 25 | $837.0M | $138.0M | ||
| Q2 25 | $608.4M | $131.0M | ||
| Q1 25 | $487.9M | $98.0M | ||
| Q4 24 | $564.9M | $135.0M | ||
| Q3 24 | $902.2M | $142.0M | ||
| Q2 24 | $651.7M | $127.0M |
毛利率AZOR
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 53.9% | — | ||
| Q4 24 | 53.0% | — | ||
| Q3 24 | 52.5% | — | ||
| Q2 24 | 53.5% | — |
营业利润率AZOR
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 5.6% | ||
| Q3 25 | 19.2% | 6.0% | ||
| Q2 25 | 19.4% | 5.8% | ||
| Q1 25 | 17.9% | 4.3% | ||
| Q4 24 | 19.7% | 5.7% | ||
| Q3 24 | 20.9% | 5.9% | ||
| Q2 24 | 21.3% | 5.6% |
净利率AZOR
| Q1 26 | 11.0% | 0.7% | ||
| Q4 25 | 11.5% | 4.2% | ||
| Q3 25 | 13.4% | 4.4% | ||
| Q2 25 | 13.6% | 4.1% | ||
| Q1 25 | 12.3% | 3.1% | ||
| Q4 24 | 13.2% | 4.2% | ||
| Q3 24 | 14.5% | 4.5% | ||
| Q2 24 | 15.4% | 4.0% |
每股收益（稀释后）AZOR
| Q1 26 | $27.63 | $2.34 | ||
| Q4 25 | $31.04 | $3.22 | ||
| Q3 25 | $48.70 | $3.32 | ||
| Q2 25 | $35.36 | $3.13 | ||
| Q1 25 | $28.29 | $2.27 | ||
| Q4 24 | $32.52 | $3.09 | ||
| Q3 24 | $51.42 | $3.24 | ||
| Q2 24 | $36.69 | $2.84 |
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 | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $2.9B |
| 总资产 | $20.4B | — |
| 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AZOR
| Q1 26 | $285.5M | $182.0M | ||
| Q4 25 | $287.6M | $198.0M | ||
| Q3 25 | $271.8M | $189.0M | ||
| Q2 25 | $268.6M | $180.0M | ||
| Q1 25 | $300.9M | $151.0M | ||
| Q4 24 | $304.0M | $154.0M | ||
| Q3 24 | $298.2M | $162.0M | ||
| Q2 24 | $275.4M | $164.0M |
总债务AZOR
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
股东权益AZOR
| Q1 26 | $-2.9B | $2.9B | ||
| Q4 25 | $-3.2B | $3.1B | ||
| Q3 25 | $-3.4B | $3.1B | ||
| Q2 25 | $-4.0B | $3.1B | ||
| Q1 25 | $-4.5B | $3.0B | ||
| Q4 24 | $-4.7B | $3.1B | ||
| Q3 24 | $-4.7B | $3.1B | ||
| Q2 24 | $-4.8B | $3.1B |
总资产AZOR
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $16.4B | ||
| Q3 25 | $19.4B | $16.5B | ||
| Q2 25 | $18.6B | $16.5B | ||
| Q1 25 | $18.1B | $16.4B | ||
| Q4 24 | $17.5B | $16.7B | ||
| Q3 24 | $17.2B | $16.5B | ||
| Q2 24 | $17.1B | $16.4B |
负债/权益比AZOR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | — | 2.17× | ||
| Q2 24 | — | 2.09× |
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 | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $273.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 2.1% |
| 资本支出强度资本支出/营收 | 7.9% | 3.3% |
| 现金转化率经营现金流/净利润 | 0.80× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $595.0M |
8季度趋势，按日历期对齐
经营现金流AZOR
| Q1 26 | $373.4M | $583.0M | ||
| Q4 25 | $944.2M | $749.0M | ||
| Q3 25 | $952.8M | $442.0M | ||
| Q2 25 | $769.0M | $752.0M | ||
| Q1 25 | $583.7M | $651.0M | ||
| Q4 24 | $811.8M | $558.0M | ||
| Q3 24 | $1.1B | $629.0M | ||
| Q2 24 | $669.5M | $552.0M |
自由现金流AZOR
| Q1 26 | $35.6M | $273.0M | ||
| Q4 25 | $630.0M | $344.0M | ||
| Q3 25 | $511.1M | $-85.0M | ||
| Q2 25 | $423.1M | $63.0M | ||
| Q1 25 | $291.0M | $137.0M | ||
| Q4 24 | $564.8M | $-201.0M | ||
| Q3 24 | $723.5M | $30.0M | ||
| Q2 24 | $434.4M | $-87.0M |
自由现金流率AZOR
| Q1 26 | 0.8% | 2.1% | ||
| Q4 25 | 13.6% | 10.8% | ||
| Q3 25 | 8.2% | -2.7% | ||
| Q2 25 | 9.5% | 2.0% | ||
| Q1 25 | 7.4% | 4.4% | ||
| Q4 24 | 13.2% | -6.3% | ||
| Q3 24 | 11.7% | 0.9% | ||
| Q2 24 | 10.3% | -2.7% |
资本支出强度AZOR
| Q1 26 | 7.9% | 3.3% | ||
| Q4 25 | 6.8% | 12.8% | ||
| Q3 25 | 7.1% | 16.6% | ||
| Q2 25 | 7.7% | 21.6% | ||
| Q1 25 | 7.4% | 16.4% | ||
| Q4 24 | 5.8% | 23.8% | ||
| Q3 24 | 5.6% | 18.9% | ||
| Q2 24 | 5.6% | 20.1% |
现金转化率AZOR
| Q1 26 | 0.80× | 6.27× | ||
| Q4 25 | 1.78× | 5.67× | ||
| Q3 25 | 1.14× | 3.20× | ||
| Q2 25 | 1.26× | 5.74× | ||
| Q1 25 | 1.20× | 6.64× | ||
| Q4 24 | 1.44× | 4.13× | ||
| Q3 24 | 1.19× | 4.43× | ||
| Q2 24 | 1.03× | 4.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
