vs
AutoZone（AZO）与RELIANCE, INC.（RS）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RELIANCE, INC.的1.2倍（$4.3B vs $3.5B）。AutoZone净利率更高（11.0% vs 3.3%，领先7.6%）。RELIANCE, INC.同比增速更快（11.9% vs 8.1%）。RELIANCE, INC.自由现金流更多（$202.9M vs $35.6M）。过去两年AutoZone的营收复合增速更高（0.5% vs -2.0%）
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。
Reliance, Inc.总部位于美国亚利桑那州斯科茨代尔，是北美规模最大的金属服务中心运营商。公司为12.5万家制造商、加工厂等客户提供金属加工服务，经销铝、黄铜、合金、铜、碳钢、不锈钢、钛等约10万种金属及特种金属产品。
AZO vs RS — 直观对比
营收规模更大
AZO
是对方的1.2倍
$3.5B
营收增速更快
RS
高出3.7%
8.1%
净利率更高
AZO
高出7.6%
3.3%
自由现金流更多
RS
多$167.3M
$35.6M
两年增速更快
AZO
近两年复合增速
-2.0%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $3.5B |
| 净利润 | $468.9M | $116.9M |
| 毛利率 | 52.5% | — |
| 营业利润率 | 16.3% | 4.8% |
| 净利率 | 11.0% | 3.3% |
| 营收同比 | 8.1% | 11.9% |
| 净利润同比 | -3.9% | 10.3% |
| 每股收益（稀释后） | $27.63 | $2.23 |
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AZORS
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $3.5B | ||
| Q3 25 | $6.2B | $3.7B | ||
| Q2 25 | $4.5B | $3.7B | ||
| Q1 25 | $4.0B | $3.5B | ||
| Q4 24 | $4.3B | $3.1B | ||
| Q3 24 | $6.2B | $3.4B | ||
| Q2 24 | $4.2B | $3.6B |
净利润AZORS
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $116.9M | ||
| Q3 25 | $837.0M | $189.5M | ||
| Q2 25 | $608.4M | $234.2M | ||
| Q1 25 | $487.9M | $200.5M | ||
| Q4 24 | $564.9M | $106.0M | ||
| Q3 24 | $902.2M | $199.2M | ||
| Q2 24 | $651.7M | $268.3M |
毛利率AZORS
| 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AZORS
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 4.8% | ||
| Q3 25 | 19.2% | 7.1% | ||
| Q2 25 | 19.4% | 8.5% | ||
| Q1 25 | 17.9% | 7.9% | ||
| Q4 24 | 19.7% | 4.5% | ||
| Q3 24 | 20.9% | 8.0% | ||
| Q2 24 | 21.3% | 9.7% |
净利率AZORS
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 3.3% | ||
| Q3 25 | 13.4% | 5.2% | ||
| Q2 25 | 13.6% | 6.4% | ||
| Q1 25 | 12.3% | 5.8% | ||
| Q4 24 | 13.2% | 3.4% | ||
| Q3 24 | 14.5% | 5.8% | ||
| Q2 24 | 15.4% | 7.4% |
每股收益（稀释后）AZORS
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $2.23 | ||
| Q3 25 | $48.70 | $3.59 | ||
| Q2 25 | $35.36 | $4.42 | ||
| Q1 25 | $28.29 | $3.74 | ||
| Q4 24 | $32.52 | $2.05 | ||
| Q3 24 | $51.42 | $3.61 | ||
| Q2 24 | $36.69 | $4.67 |
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 | $216.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $7.2B |
| 总资产 | $20.4B | $10.4B |
| 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AZORS
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $216.6M | ||
| Q3 25 | $271.8M | $261.2M | ||
| Q2 25 | $268.6M | $239.5M | ||
| Q1 25 | $300.9M | $277.8M | ||
| Q4 24 | $304.0M | $318.1M | ||
| Q3 24 | $298.2M | $314.6M | ||
| Q2 24 | $275.4M | $350.8M |
股东权益AZORS
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $7.2B | ||
| Q3 25 | $-3.4B | $7.3B | ||
| Q2 25 | $-4.0B | $7.2B | ||
| Q1 25 | $-4.5B | $7.1B | ||
| Q4 24 | $-4.7B | $7.2B | ||
| Q3 24 | $-4.7B | $7.4B | ||
| Q2 24 | $-4.8B | $7.6B |
总资产AZORS
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $10.4B | ||
| Q3 25 | $19.4B | $10.5B | ||
| Q2 25 | $18.6B | $10.5B | ||
| Q1 25 | $18.1B | $10.4B | ||
| Q4 24 | $17.5B | $10.0B | ||
| Q3 24 | $17.2B | $10.3B | ||
| Q2 24 | $17.1B | $10.4B |
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 | $276.1M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $202.9M |
| 自由现金流率自由现金流/营收 | 0.8% | 5.8% |
| 资本支出强度资本支出/营收 | 7.9% | 2.1% |
| 现金转化率经营现金流/净利润 | 0.80× | 2.36× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $502.5M |
8季度趋势，按日历期对齐
经营现金流AZORS
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $276.1M | ||
| Q3 25 | $952.8M | $261.8M | ||
| Q2 25 | $769.0M | $229.0M | ||
| Q1 25 | $583.7M | $64.5M | ||
| Q4 24 | $811.8M | $473.3M | ||
| Q3 24 | $1.1B | $463.9M | ||
| Q2 24 | $669.5M | $366.3M |
自由现金流AZORS
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $202.9M | ||
| Q3 25 | $511.1M | $180.6M | ||
| Q2 25 | $423.1M | $141.4M | ||
| Q1 25 | $291.0M | $-22.4M | ||
| Q4 24 | $564.8M | $362.4M | ||
| Q3 24 | $723.5M | $351.1M | ||
| Q2 24 | $434.4M | $268.1M |
自由现金流率AZORS
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 5.8% | ||
| Q3 25 | 8.2% | 4.9% | ||
| Q2 25 | 9.5% | 3.9% | ||
| Q1 25 | 7.4% | -0.6% | ||
| Q4 24 | 13.2% | 11.6% | ||
| Q3 24 | 11.7% | 10.3% | ||
| Q2 24 | 10.3% | 7.4% |
资本支出强度AZORS
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 2.1% | ||
| Q3 25 | 7.1% | 2.2% | ||
| Q2 25 | 7.7% | 2.4% | ||
| Q1 25 | 7.4% | 2.5% | ||
| Q4 24 | 5.8% | 3.5% | ||
| Q3 24 | 5.6% | 3.3% | ||
| Q2 24 | 5.6% | 2.7% |
现金转化率AZORS
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 2.36× | ||
| Q3 25 | 1.14× | 1.38× | ||
| Q2 25 | 1.26× | 0.98× | ||
| Q1 25 | 1.20× | 0.32× | ||
| Q4 24 | 1.44× | 4.47× | ||
| Q3 24 | 1.19× | 2.33× | ||
| Q2 24 | 1.03× | 1.37× |
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
RS
| Carbon Steel | $1.9B | 55% |
| Aluminum | $624.5M | 18% |
| Stainless Steel | $467.1M | 13% |
| Alloy Steel | $155.5M | 4% |
| Toll Processing | $155.3M | 4% |
| Copper And Brass | $93.5M | 3% |
| Other Products Or Services | $80.4M | 2% |
