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AutoZone（AZO）与Raymond James Financial（RJF）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Raymond James Financial的1.0倍（$4.3B vs $4.2B），Raymond James Financial净利率更高（13.5% vs 11.0%，领先2.5%），AutoZone同比增速更快（8.1% vs 3.5%），AutoZone自由现金流更多（$35.6M vs $-56.0M），过去两年Raymond James Financial的营收复合增速更高（7.1% 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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
AZO vs RJF — 直观对比
营收规模更大
AZO
是对方的1.0倍
$4.2B
营收增速更快
AZO
高出4.7%
3.5%
净利率更高
RJF
高出2.5%
11.0%
自由现金流更多
AZO
多$91.6M
$-56.0M
两年增速更快
RJF
近两年复合增速
0.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $4.2B |
| 净利润 | $468.9M | $563.0M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | — |
| 净利率 | 11.0% | 13.5% |
| 营收同比 | 8.1% | 3.5% |
| 净利润同比 | -3.9% | -6.2% |
| 每股收益（稀释后） | $27.63 | $2.79 |
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AZORJF
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $4.2B | ||
| Q3 25 | $6.2B | $4.2B | ||
| Q2 25 | $4.5B | $3.8B | ||
| Q1 25 | $4.0B | $3.8B | ||
| Q4 24 | $4.3B | $4.0B | ||
| Q3 24 | $6.2B | $4.0B | ||
| Q2 24 | $4.2B | $3.8B |
净利润AZORJF
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $563.0M | ||
| Q3 25 | $837.0M | $604.0M | ||
| Q2 25 | $608.4M | $436.0M | ||
| Q1 25 | $487.9M | $495.0M | ||
| Q4 24 | $564.9M | $600.0M | ||
| Q3 24 | $902.2M | $602.0M | ||
| Q2 24 | $651.7M | $492.0M |
毛利率AZORJF
| 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AZORJF
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | — | ||
| Q3 25 | 19.2% | — | ||
| Q2 25 | 19.4% | 14.7% | ||
| Q1 25 | 17.9% | 17.5% | ||
| Q4 24 | 19.7% | 18.6% | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 21.3% | 17.1% |
净利率AZORJF
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 13.5% | ||
| Q3 25 | 13.4% | 14.4% | ||
| Q2 25 | 13.6% | 11.3% | ||
| Q1 25 | 12.3% | 12.9% | ||
| Q4 24 | 13.2% | 14.9% | ||
| Q3 24 | 14.5% | 15.0% | ||
| Q2 24 | 15.4% | 13.1% |
每股收益（稀释后）AZORJF
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $2.79 | ||
| Q3 25 | $48.70 | $2.96 | ||
| Q2 25 | $35.36 | $2.12 | ||
| Q1 25 | $28.29 | $2.36 | ||
| Q4 24 | $32.52 | $2.86 | ||
| Q3 24 | $51.42 | $2.85 | ||
| Q2 24 | $36.69 | $2.31 |
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 | $9.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $12.6B |
| 总资产 | $20.4B | $88.8B |
| 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AZORJF
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $9.9B | ||
| Q3 25 | $271.8M | $11.4B | ||
| Q2 25 | $268.6M | $9.2B | ||
| Q1 25 | $300.9M | $9.7B | ||
| Q4 24 | $304.0M | $10.0B | ||
| Q3 24 | $298.2M | $11.0B | ||
| Q2 24 | $275.4M | $9.1B |
股东权益AZORJF
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $12.6B | ||
| Q3 25 | $-3.4B | $12.5B | ||
| Q2 25 | $-4.0B | $12.3B | ||
| Q1 25 | $-4.5B | $12.2B | ||
| Q4 24 | $-4.7B | $11.9B | ||
| Q3 24 | $-4.7B | $11.7B | ||
| Q2 24 | $-4.8B | $11.2B |
总资产AZORJF
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $88.8B | ||
| Q3 25 | $19.4B | $88.2B | ||
| Q2 25 | $18.6B | $84.8B | ||
| Q1 25 | $18.1B | $83.1B | ||
| Q4 24 | $17.5B | $82.3B | ||
| Q3 24 | $17.2B | $83.0B | ||
| Q2 24 | $17.1B | $80.6B |
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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-56.0M |
| 自由现金流率自由现金流/营收 | 0.8% | -1.3% |
| 资本支出强度资本支出/营收 | 7.9% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.80× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $1.4B |
8季度趋势，按日历期对齐
经营现金流AZORJF
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-10.0M | ||
| Q3 25 | $952.8M | $796.0M | ||
| Q2 25 | $769.0M | $691.0M | ||
| Q1 25 | $583.7M | $117.0M | ||
| Q4 24 | $811.8M | $830.0M | ||
| Q3 24 | $1.1B | $510.0M | ||
| Q2 24 | $669.5M | $711.0M |
自由现金流AZORJF
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-56.0M | ||
| Q3 25 | $511.1M | $752.0M | ||
| Q2 25 | $423.1M | $634.0M | ||
| Q1 25 | $291.0M | $71.0M | ||
| Q4 24 | $564.8M | $789.0M | ||
| Q3 24 | $723.5M | $460.0M | ||
| Q2 24 | $434.4M | $655.0M |
自由现金流率AZORJF
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -1.3% | ||
| Q3 25 | 8.2% | 17.9% | ||
| Q2 25 | 9.5% | 16.5% | ||
| Q1 25 | 7.4% | 1.8% | ||
| Q4 24 | 13.2% | 19.6% | ||
| Q3 24 | 11.7% | 11.5% | ||
| Q2 24 | 10.3% | 17.4% |
资本支出强度AZORJF
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 1.1% | ||
| Q3 25 | 7.1% | 1.1% | ||
| Q2 25 | 7.7% | 1.5% | ||
| Q1 25 | 7.4% | 1.2% | ||
| Q4 24 | 5.8% | 1.0% | ||
| Q3 24 | 5.6% | 1.2% | ||
| Q2 24 | 5.6% | 1.5% |
现金转化率AZORJF
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | -0.02× | ||
| Q3 25 | 1.14× | 1.32× | ||
| Q2 25 | 1.26× | 1.58× | ||
| Q1 25 | 1.20× | 0.24× | ||
| Q4 24 | 1.44× | 1.38× | ||
| Q3 24 | 1.19× | 0.85× | ||
| Q2 24 | 1.03× | 1.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
