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AutoZone（AZO）与SEABOARD CORP（SEB）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SEABOARD CORP的1.8倍（$4.3B vs $2.4B）。AutoZone净利率更高（11.0% vs 10.6%，领先0.4%）。AutoZone同比增速更快（8.1% vs -2.9%）。SEABOARD CORP自由现金流更多（$53.0M vs $35.6M）。过去两年SEABOARD CORP的营收复合增速更高（4.9% 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。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
AZO vs SEB — 直观对比
营收规模更大
AZO
是对方的1.8倍
$2.4B
营收增速更快
AZO
高出11.1%
-2.9%
净利率更高
AZO
高出0.4%
10.6%
自由现金流更多
SEB
多$17.4M
$35.6M
两年增速更快
SEB
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $2.4B |
| 净利润 | $468.9M | $255.0M |
| 毛利率 | 52.5% | 7.9% |
| 营业利润率 | 16.3% | 2.7% |
| 净利率 | 11.0% | 10.6% |
| 营收同比 | 8.1% | -2.9% |
| 净利润同比 | -3.9% | 63.5% |
| 每股收益（稀释后） | $27.63 | $262.58 |
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AZOSEB
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $2.4B | ||
| Q3 25 | $6.2B | $2.5B | ||
| Q2 25 | $4.5B | $2.5B | ||
| Q1 25 | $4.0B | $2.3B | ||
| Q4 24 | $4.3B | $2.5B | ||
| Q3 24 | $6.2B | $2.2B | ||
| Q2 24 | $4.2B | $2.2B |
净利润AZOSEB
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $255.0M | ||
| Q3 25 | $837.0M | $110.0M | ||
| Q2 25 | $608.4M | $104.0M | ||
| Q1 25 | $487.9M | $32.0M | ||
| Q4 24 | $564.9M | $156.0M | ||
| Q3 24 | $902.2M | $-149.0M | ||
| Q2 24 | $651.7M | $61.0M |
毛利率AZOSEB
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 7.9% | ||
| Q3 25 | 51.5% | 7.8% | ||
| Q2 25 | 52.7% | 6.5% | ||
| Q1 25 | 53.9% | 6.1% | ||
| Q4 24 | 53.0% | 9.0% | ||
| Q3 24 | 52.5% | 6.2% | ||
| Q2 24 | 53.5% | 5.8% |
营业利润率AZOSEB
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 2.7% | ||
| Q3 25 | 19.2% | 3.3% | ||
| Q2 25 | 19.4% | 2.1% | ||
| Q1 25 | 17.9% | 1.6% | ||
| Q4 24 | 19.7% | 4.6% | ||
| Q3 24 | 20.9% | 1.4% | ||
| Q2 24 | 21.3% | 1.4% |
净利率AZOSEB
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 10.6% | ||
| Q3 25 | 13.4% | 4.3% | ||
| Q2 25 | 13.6% | 4.2% | ||
| Q1 25 | 12.3% | 1.4% | ||
| Q4 24 | 13.2% | 6.3% | ||
| Q3 24 | 14.5% | -6.7% | ||
| Q2 24 | 15.4% | 2.8% |
每股收益（稀释后）AZOSEB
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $262.58 | ||
| Q3 25 | $48.70 | $113.71 | ||
| Q2 25 | $35.36 | $105.22 | ||
| Q1 25 | $28.29 | $32.95 | ||
| Q4 24 | $32.52 | $158.58 | ||
| Q3 24 | $51.42 | $-153.44 | ||
| Q2 24 | $36.69 | $62.82 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $5.2B |
| 总资产 | $20.4B | $8.2B |
| 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AZOSEB
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $1.2B | ||
| Q3 25 | $271.8M | $1.2B | ||
| Q2 25 | $268.6M | $1.1B | ||
| Q1 25 | $300.9M | $1.1B | ||
| Q4 24 | $304.0M | $1.2B | ||
| Q3 24 | $298.2M | $1.2B | ||
| Q2 24 | $275.4M | $1.2B |
股东权益AZOSEB
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $5.2B | ||
| Q3 25 | $-3.4B | $5.0B | ||
| Q2 25 | $-4.0B | $4.8B | ||
| Q1 25 | $-4.5B | $4.7B | ||
| Q4 24 | $-4.7B | $4.7B | ||
| Q3 24 | $-4.7B | $4.5B | ||
| Q2 24 | $-4.8B | $4.7B |
总资产AZOSEB
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $8.2B | ||
| Q3 25 | $19.4B | $8.0B | ||
| Q2 25 | $18.6B | $7.9B | ||
| Q1 25 | $18.1B | $7.6B | ||
| Q4 24 | $17.5B | $7.7B | ||
| Q3 24 | $17.2B | $7.5B | ||
| Q2 24 | $17.1B | $7.7B |
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 | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $53.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 2.2% |
| 资本支出强度资本支出/营收 | 7.9% | 5.6% |
| 现金转化率经营现金流/净利润 | 0.80× | 0.74× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $6.0M |
8季度趋势，按日历期对齐
经营现金流AZOSEB
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $188.0M | ||
| Q3 25 | $952.8M | $319.0M | ||
| Q2 25 | $769.0M | $81.0M | ||
| Q1 25 | $583.7M | $-20.0M | ||
| Q4 24 | $811.8M | $300.0M | ||
| Q3 24 | $1.1B | $194.0M | ||
| Q2 24 | $669.5M | $6.0M |
自由现金流AZOSEB
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $53.0M | ||
| Q3 25 | $511.1M | $152.0M | ||
| Q2 25 | $423.1M | $-70.0M | ||
| Q1 25 | $291.0M | $-129.0M | ||
| Q4 24 | $564.8M | $162.0M | ||
| Q3 24 | $723.5M | $58.0M | ||
| Q2 24 | $434.4M | $-127.0M |
自由现金流率AZOSEB
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 2.2% | ||
| Q3 25 | 8.2% | 6.0% | ||
| Q2 25 | 9.5% | -2.8% | ||
| Q1 25 | 7.4% | -5.6% | ||
| Q4 24 | 13.2% | 6.5% | ||
| Q3 24 | 11.7% | 2.6% | ||
| Q2 24 | 10.3% | -5.7% |
资本支出强度AZOSEB
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 5.6% | ||
| Q3 25 | 7.1% | 6.6% | ||
| Q2 25 | 7.7% | 6.1% | ||
| Q1 25 | 7.4% | 4.7% | ||
| Q4 24 | 5.8% | 5.6% | ||
| Q3 24 | 5.6% | 6.1% | ||
| Q2 24 | 5.6% | 6.0% |
现金转化率AZOSEB
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 0.74× | ||
| Q3 25 | 1.14× | 2.90× | ||
| Q2 25 | 1.26× | 0.78× | ||
| Q1 25 | 1.20× | -0.63× | ||
| Q4 24 | 1.44× | 1.92× | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.03× | 0.10× |
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
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
