vs
AutoZone（AZO）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.9倍（$4.3B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 11.0%，领先12.5%），AutoZone同比增速更快（8.1% vs -36.8%），过去两年AutoZone的营收复合增速更高（0.5% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
AZO vs RNR — 直观对比
营收规模更大
AZO
是对方的1.9倍
$2.2B
营收增速更快
AZO
高出44.9%
-36.8%
净利率更高
RNR
高出12.5%
11.0%
两年增速更快
AZO
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $2.2B |
| 净利润 | $468.9M | $515.8M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | — |
| 净利率 | 11.0% | 23.5% |
| 营收同比 | 8.1% | -36.8% |
| 净利润同比 | -3.9% | 72.6% |
| 每股收益（稀释后） | $27.63 | $6.57 |
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AZORNR
| Q1 26 | $4.3B | $2.2B | ||
| Q4 25 | $4.6B | $3.0B | ||
| Q3 25 | $6.2B | $3.2B | ||
| Q2 25 | $4.5B | $3.2B | ||
| Q1 25 | $4.0B | $3.5B | ||
| Q4 24 | $4.3B | $2.3B | ||
| Q3 24 | $6.2B | $4.0B | ||
| Q2 24 | $4.2B | $2.8B |
净利润AZORNR
| Q1 26 | $468.9M | $515.8M | ||
| Q4 25 | $530.8M | $760.5M | ||
| Q3 25 | $837.0M | $916.5M | ||
| Q2 25 | $608.4M | $835.4M | ||
| Q1 25 | $487.9M | $170.0M | ||
| Q4 24 | $564.9M | $-189.7M | ||
| Q3 24 | $902.2M | $1.2B | ||
| Q2 24 | $651.7M | $503.9M |
毛利率AZORNR
| 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AZORNR
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 42.5% | ||
| Q3 25 | 19.2% | 46.3% | ||
| Q2 25 | 19.4% | 41.8% | ||
| Q1 25 | 17.9% | -2.0% | ||
| Q4 24 | 19.7% | -3.6% | ||
| Q3 24 | 20.9% | 43.7% | ||
| Q2 24 | 21.3% | 25.0% |
净利率AZORNR
| Q1 26 | 11.0% | 23.5% | ||
| Q4 25 | 11.5% | 25.6% | ||
| Q3 25 | 13.4% | 28.7% | ||
| Q2 25 | 13.6% | 26.1% | ||
| Q1 25 | 12.3% | 4.9% | ||
| Q4 24 | 13.2% | -8.3% | ||
| Q3 24 | 14.5% | 29.8% | ||
| Q2 24 | 15.4% | 17.8% |
每股收益（稀释后）AZORNR
| Q1 26 | $27.63 | $6.57 | ||
| Q4 25 | $31.04 | $16.16 | ||
| Q3 25 | $48.70 | $19.40 | ||
| Q2 25 | $35.36 | $17.20 | ||
| Q1 25 | $28.29 | $3.27 | ||
| Q4 24 | $32.52 | $-3.76 | ||
| Q3 24 | $51.42 | $22.62 | ||
| Q2 24 | $36.69 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $4.3B |
| 总资产 | $20.4B | $53.7B |
| 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AZORNR
| Q1 26 | $285.5M | $1.6B | ||
| Q4 25 | $287.6M | $1.7B | ||
| Q3 25 | $271.8M | $1.7B | ||
| Q2 25 | $268.6M | $1.4B | ||
| Q1 25 | $300.9M | $1.6B | ||
| Q4 24 | $304.0M | $1.7B | ||
| Q3 24 | $298.2M | $1.6B | ||
| Q2 24 | $275.4M | $1.6B |
总债务AZORNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益AZORNR
| Q1 26 | $-2.9B | $4.3B | ||
| Q4 25 | $-3.2B | $11.6B | ||
| Q3 25 | $-3.4B | $11.5B | ||
| Q2 25 | $-4.0B | $10.8B | ||
| Q1 25 | $-4.5B | $10.3B | ||
| Q4 24 | $-4.7B | $10.6B | ||
| Q3 24 | $-4.7B | $11.2B | ||
| Q2 24 | $-4.8B | $10.2B |
总资产AZORNR
| Q1 26 | $20.4B | $53.7B | ||
| Q4 25 | $19.7B | $53.8B | ||
| Q3 25 | $19.4B | $54.5B | ||
| Q2 25 | $18.6B | $54.7B | ||
| Q1 25 | $18.1B | $53.6B | ||
| Q4 24 | $17.5B | $50.7B | ||
| Q3 24 | $17.2B | $52.8B | ||
| Q2 24 | $17.1B | $51.6B |
负债/权益比AZORNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $35.6M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 7.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AZORNR
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $483.0M | ||
| Q3 25 | $952.8M | $1.6B | ||
| Q2 25 | $769.0M | $1.5B | ||
| Q1 25 | $583.7M | $157.8M | ||
| Q4 24 | $811.8M | $778.9M | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $669.5M | $1.2B |
自由现金流AZORNR
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | — | ||
| Q2 25 | $423.1M | — | ||
| Q1 25 | $291.0M | — | ||
| Q4 24 | $564.8M | — | ||
| Q3 24 | $723.5M | — | ||
| Q2 24 | $434.4M | — |
自由现金流率AZORNR
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 10.3% | — |
资本支出强度AZORNR
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.6% | — |
现金转化率AZORNR
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 0.64× | ||
| Q3 25 | 1.14× | 1.73× | ||
| Q2 25 | 1.26× | 1.76× | ||
| Q1 25 | 1.20× | 0.93× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | 1.26× | ||
| Q2 24 | 1.03× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
