vs
AutoZone(AZO)与RICHARDSON ELECTRONICS, LTD.(RELL)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RICHARDSON ELECTRONICS, LTD.的81.7倍($4.3B vs $52.3M)。AutoZone净利率更高(11.0% vs -0.2%,领先11.2%)。AutoZone同比增速更快(8.1% vs 5.7%)。AutoZone自由现金流更多($35.6M vs $-1.7M)。过去两年RICHARDSON ELECTRONICS, LTD.的营收复合增速更高(8.9% 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。
詹姆斯·理查森集团(又名JR集团)是澳大利亚私有综合企业,业务涵盖家具、酒店、房地产及零售领域,总部位于墨尔本阿伯茨福德区,全球雇员约2300人。该企业最为消费者熟知的是其分布在澳大拉西亚和中东地区机场、边境口岸的免税零售门店,在以色列是家喻户晓的企业。
AZO vs RELL — 直观对比
营收规模更大
AZO
是对方的81.7倍
$52.3M
营收增速更快
AZO
高出2.5%
5.7%
净利率更高
AZO
高出11.2%
-0.2%
自由现金流更多
AZO
多$37.3M
$-1.7M
两年增速更快
RELL
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $4.3B | $52.3M |
| 净利润 | $468.9M | $-121.0K |
| 毛利率 | 52.5% | 30.7% |
| 营业利润率 | 16.3% | 0.3% |
| 净利率 | 11.0% | -0.2% |
| 营收同比 | 8.1% | 5.7% |
| 净利润同比 | -3.9% | 83.9% |
| 每股收益(稀释后) | $27.63 | — |
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
AZO
RELL
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $52.3M | ||
| Q3 25 | $6.2B | $54.6M | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.0B | $53.8M | ||
| Q4 24 | $4.3B | $49.5M | ||
| Q3 24 | $6.2B | $53.7M | ||
| Q2 24 | $4.2B | — |
净利润
AZO
RELL
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-121.0K | ||
| Q3 25 | $837.0M | $1.9M | ||
| Q2 25 | $608.4M | — | ||
| Q1 25 | $487.9M | $-2.1M | ||
| Q4 24 | $564.9M | $-751.0K | ||
| Q3 24 | $902.2M | $590.0K | ||
| Q2 24 | $651.7M | — |
毛利率
AZO
RELL
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 30.7% | ||
| Q3 25 | 51.5% | 31.0% | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 53.9% | 31.0% | ||
| Q4 24 | 53.0% | 31.0% | ||
| Q3 24 | 52.5% | 30.6% | ||
| Q2 24 | 53.5% | — |
营业利润率
AZO
RELL
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 0.3% | ||
| Q3 25 | 19.2% | 1.8% | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 17.9% | -5.1% | ||
| Q4 24 | 19.7% | -1.3% | ||
| Q3 24 | 20.9% | 0.6% | ||
| Q2 24 | 21.3% | — |
净利率
AZO
RELL
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -0.2% | ||
| Q3 25 | 13.4% | 3.5% | ||
| Q2 25 | 13.6% | — | ||
| Q1 25 | 12.3% | -3.8% | ||
| Q4 24 | 13.2% | -1.5% | ||
| Q3 24 | 14.5% | 1.1% | ||
| Q2 24 | 15.4% | — |
每股收益(稀释后)
AZO
RELL
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | — | ||
| Q3 25 | $48.70 | — | ||
| Q2 25 | $35.36 | — | ||
| 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 | $33.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $158.5M |
| 总资产 | $20.4B | $201.8M |
| 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
AZO
RELL
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $33.1M | ||
| Q3 25 | $271.8M | $35.7M | ||
| Q2 25 | $268.6M | — | ||
| Q1 25 | $300.9M | $36.7M | ||
| Q4 24 | $304.0M | $26.6M | ||
| Q3 24 | $298.2M | $23.0M | ||
| Q2 24 | $275.4M | — |
股东权益
AZO
RELL
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $158.5M | ||
| Q3 25 | $-3.4B | $159.4M | ||
| Q2 25 | $-4.0B | — | ||
| Q1 25 | $-4.5B | $152.9M | ||
| Q4 24 | $-4.7B | $156.2M | ||
| Q3 24 | $-4.7B | $159.1M | ||
| Q2 24 | $-4.8B | — |
总资产
AZO
RELL
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $201.8M | ||
| Q3 25 | $19.4B | $200.1M | ||
| Q2 25 | $18.6B | — | ||
| Q1 25 | $18.1B | $189.8M | ||
| Q4 24 | $17.5B | $195.2M | ||
| Q3 24 | $17.2B | $197.9M | ||
| Q2 24 | $17.1B | — |
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 | $-99.0K |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-1.7M |
| 自由现金流率自由现金流/营收 | 0.8% | -3.3% |
| 资本支出强度资本支出/营收 | 7.9% | 3.1% |
| 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 | $3.0M |
8季度趋势,按日历期对齐
经营现金流
AZO
RELL
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-99.0K | ||
| Q3 25 | $952.8M | $1.4M | ||
| Q2 25 | $769.0M | — | ||
| Q1 25 | $583.7M | $4.6M | ||
| Q4 24 | $811.8M | $5.5M | ||
| Q3 24 | $1.1B | $412.0K | ||
| Q2 24 | $669.5M | — |
自由现金流
AZO
RELL
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-1.7M | ||
| Q3 25 | $511.1M | $342.0K | ||
| Q2 25 | $423.1M | — | ||
| Q1 25 | $291.0M | $4.1M | ||
| Q4 24 | $564.8M | $4.9M | ||
| Q3 24 | $723.5M | $-514.0K | ||
| Q2 24 | $434.4M | — |
自由现金流率
AZO
RELL
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -3.3% | ||
| Q3 25 | 8.2% | 0.6% | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 7.4% | 7.5% | ||
| Q4 24 | 13.2% | 10.0% | ||
| Q3 24 | 11.7% | -1.0% | ||
| Q2 24 | 10.3% | — |
资本支出强度
AZO
RELL
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 3.1% | ||
| Q3 25 | 7.1% | 1.9% | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 7.4% | 1.0% | ||
| Q4 24 | 5.8% | 1.0% | ||
| Q3 24 | 5.6% | 1.7% | ||
| Q2 24 | 5.6% | — |
现金转化率
AZO
RELL
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 0.72× | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | 0.70× | ||
| 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
RELL
| Power And Microwave Technologies Group | $35.2M | 67% |
| Canvys | $8.8M | 17% |
| Global Energy Solutions | $8.3M | 16% |