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AutoZone（AZO）与STEVEN MADDEN, LTD.（SHOO）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STEVEN MADDEN, LTD.的5.7倍（$4.3B vs $749.8M）。AutoZone净利率更高（11.0% vs 3.3%，领先7.7%）。STEVEN MADDEN, LTD.同比增速更快（29.5% vs 8.1%）。STEVEN MADDEN, LTD.自由现金流更多（$80.8M vs $35.6M）。过去两年STEVEN MADDEN, LTD.的营收复合增速更高（16.7% 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。
Steven Madden, Ltd.是一家上市时尚企业，专注于鞋履及潮流配饰的设计与营销，总部位于纽约长岛市。旗下拥有Dolce Vita、Betsey Johnson、Blondo、BB Dakota、Mad Love等品牌，同时获得Anne Klein、Superga等品牌的授权开展相关业务。
AZO vs SHOO — 直观对比
营收规模更大
AZO
是对方的5.7倍
$749.8M
营收增速更快
SHOO
高出21.4%
8.1%
净利率更高
AZO
高出7.7%
3.3%
自由现金流更多
SHOO
多$45.2M
$35.6M
两年增速更快
SHOO
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $749.8M |
| 净利润 | $468.9M | $24.7M |
| 毛利率 | 52.5% | 42.6% |
| 营业利润率 | 16.3% | 4.8% |
| 净利率 | 11.0% | 3.3% |
| 营收同比 | 8.1% | 29.5% |
| 净利润同比 | -3.9% | -34.8% |
| 每股收益（稀释后） | $27.63 | $0.33 |
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AZOSHOO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $749.8M | ||
| Q3 25 | $6.2B | $664.2M | ||
| Q2 25 | $4.5B | $556.1M | ||
| Q1 25 | $4.0B | $551.4M | ||
| Q4 24 | $4.3B | $578.8M | ||
| Q3 24 | $6.2B | $621.2M | ||
| Q2 24 | $4.2B | $521.7M |
净利润AZOSHOO
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $24.7M | ||
| Q3 25 | $837.0M | $20.5M | ||
| Q2 25 | $608.4M | $-38.7M | ||
| Q1 25 | $487.9M | $41.3M | ||
| Q4 24 | $564.9M | $37.8M | ||
| Q3 24 | $902.2M | $55.3M | ||
| Q2 24 | $651.7M | $36.9M |
毛利率AZOSHOO
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 42.6% | ||
| Q3 25 | 51.5% | 41.8% | ||
| Q2 25 | 52.7% | 40.6% | ||
| Q1 25 | 53.9% | 41.0% | ||
| Q4 24 | 53.0% | 40.7% | ||
| Q3 24 | 52.5% | 41.8% | ||
| Q2 24 | 53.5% | 41.6% |
营业利润率AZOSHOO
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 4.8% | ||
| Q3 25 | 19.2% | 4.7% | ||
| Q2 25 | 19.4% | -7.2% | ||
| Q1 25 | 17.9% | 9.7% | ||
| Q4 24 | 19.7% | 8.1% | ||
| Q3 24 | 20.9% | 12.0% | ||
| Q2 24 | 21.3% | 9.0% |
净利率AZOSHOO
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 3.3% | ||
| Q3 25 | 13.4% | 3.1% | ||
| Q2 25 | 13.6% | -7.0% | ||
| Q1 25 | 12.3% | 7.5% | ||
| Q4 24 | 13.2% | 6.5% | ||
| Q3 24 | 14.5% | 8.9% | ||
| Q2 24 | 15.4% | 7.1% |
每股收益（稀释后）AZOSHOO
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.33 | ||
| Q3 25 | $48.70 | $0.29 | ||
| Q2 25 | $35.36 | $-0.56 | ||
| Q1 25 | $28.29 | $0.57 | ||
| Q4 24 | $32.52 | $0.49 | ||
| Q3 24 | $51.42 | $0.77 | ||
| Q2 24 | $36.69 | $0.49 |
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 | $112.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-2.9B | $866.4M |
| 总资产 | $20.4B | $1.9B |
| 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AZOSHOO
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $112.4M | ||
| Q3 25 | $271.8M | $140.0K | ||
| Q2 25 | $268.6M | $111.9M | ||
| Q1 25 | $300.9M | $147.2M | ||
| Q4 24 | $304.0M | $203.4M | ||
| Q3 24 | $298.2M | $11.1M | ||
| Q2 24 | $275.4M | $192.2M |
股东权益AZOSHOO
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $866.4M | ||
| Q3 25 | $-3.4B | $850.8M | ||
| Q2 25 | $-4.0B | $833.2M | ||
| Q1 25 | $-4.5B | $875.3M | ||
| Q4 24 | $-4.7B | $847.7M | ||
| Q3 24 | $-4.7B | $833.9M | ||
| Q2 24 | $-4.8B | $808.3M |
总资产AZOSHOO
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $1.9B | ||
| Q3 25 | $19.4B | $2.0B | ||
| Q2 25 | $18.6B | $1.9B | ||
| Q1 25 | $18.1B | $1.4B | ||
| Q4 24 | $17.5B | $1.4B | ||
| Q3 24 | $17.2B | $1.5B | ||
| Q2 24 | $17.1B | $1.4B |
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 | $91.1M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $80.8M |
| 自由现金流率自由现金流/营收 | 0.8% | 10.8% |
| 资本支出强度资本支出/营收 | 7.9% | 1.4% |
| 现金转化率经营现金流/净利润 | 0.80× | 3.70× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $119.5M |
8季度趋势，按日历期对齐
经营现金流AZOSHOO
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $91.1M | ||
| Q3 25 | $952.8M | $23.4M | ||
| Q2 25 | $769.0M | $66.5M | ||
| Q1 25 | $583.7M | $-18.8M | ||
| Q4 24 | $811.8M | $103.9M | ||
| Q3 24 | $1.1B | $444.0K | ||
| Q2 24 | $669.5M | $109.5M |
自由现金流AZOSHOO
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $80.8M | ||
| Q3 25 | $511.1M | $8.6M | ||
| Q2 25 | $423.1M | $58.8M | ||
| Q1 25 | $291.0M | $-28.7M | ||
| Q4 24 | $564.8M | $94.6M | ||
| Q3 24 | $723.5M | $-6.9M | ||
| Q2 24 | $434.4M | $104.2M |
自由现金流率AZOSHOO
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 10.8% | ||
| Q3 25 | 8.2% | 1.3% | ||
| Q2 25 | 9.5% | 10.6% | ||
| Q1 25 | 7.4% | -5.2% | ||
| Q4 24 | 13.2% | 16.3% | ||
| Q3 24 | 11.7% | -1.1% | ||
| Q2 24 | 10.3% | 20.0% |
资本支出强度AZOSHOO
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 1.4% | ||
| Q3 25 | 7.1% | 2.2% | ||
| Q2 25 | 7.7% | 1.4% | ||
| Q1 25 | 7.4% | 1.8% | ||
| Q4 24 | 5.8% | 1.6% | ||
| Q3 24 | 5.6% | 1.2% | ||
| Q2 24 | 5.6% | 1.0% |
现金转化率AZOSHOO
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 3.70× | ||
| Q3 25 | 1.14× | 1.14× | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | -0.46× | ||
| Q4 24 | 1.44× | 2.75× | ||
| Q3 24 | 1.19× | 0.01× | ||
| Q2 24 | 1.03× | 2.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
