vs
AutoZone（AZO）与U-Haul Holding Co（UHAL）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U-Haul Holding Co的3.0倍（$4.3B vs $1.4B）。AutoZone净利率更高（11.0% vs 2.6%，领先8.4%）。AutoZone同比增速更快（8.1% vs 1.9%）。AutoZone自由现金流更多（$35.6M vs $-447.6M）
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。
U-Haul控股公司是总部位于美国亚利桑那州凤凰城的移动货车、拖车及自助仓储租赁企业，1945年由伦纳德·肖恩与安娜·玛丽·卡蒂在华盛顿州里奇菲尔德创立，最初起步于卡蒂家族的车库，后通过加油站加盟模式扩张，业务覆盖美国全部50个州及加拿大10个省份。
AZO vs UHAL — 直观对比
营收规模更大
AZO
是对方的3.0倍
$1.4B
营收增速更快
AZO
高出6.2%
1.9%
净利率更高
AZO
高出8.4%
2.6%
自由现金流更多
AZO
多$483.2M
$-447.6M
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $1.4B |
| 净利润 | $468.9M | $37.0M |
| 毛利率 | 52.5% | 96.4% |
| 营业利润率 | 16.3% | 2.4% |
| 净利率 | 11.0% | 2.6% |
| 营收同比 | 8.1% | 1.9% |
| 净利润同比 | -3.9% | -45.0% |
| 每股收益（稀释后） | $27.63 | — |
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AZOUHAL
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $1.4B | ||
| Q3 25 | $6.2B | $1.7B | ||
| Q2 25 | $4.5B | $232.1M | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $6.2B | — | ||
| Q2 24 | $4.2B | $213.9M |
净利润AZOUHAL
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $37.0M | ||
| Q3 25 | $837.0M | $105.5M | ||
| Q2 25 | $608.4M | $142.3M | ||
| Q1 25 | $487.9M | — | ||
| Q4 24 | $564.9M | — | ||
| Q3 24 | $902.2M | — | ||
| Q2 24 | $651.7M | $195.4M |
毛利率AZOUHAL
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 96.4% | ||
| Q3 25 | 51.5% | 96.1% | ||
| Q2 25 | 52.7% | 68.9% | ||
| Q1 25 | 53.9% | — | ||
| Q4 24 | 53.0% | — | ||
| Q3 24 | 52.5% | — | ||
| Q2 24 | 53.5% | 69.1% |
营业利润率AZOUHAL
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 2.4% | ||
| Q3 25 | 19.2% | 12.7% | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 17.9% | — | ||
| Q4 24 | 19.7% | — | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 21.3% | — |
净利率AZOUHAL
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 2.6% | ||
| Q3 25 | 13.4% | 6.1% | ||
| Q2 25 | 13.6% | 61.3% | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 14.5% | — | ||
| Q2 24 | 15.4% | 91.4% |
每股收益（稀释后）AZOUHAL
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | — | ||
| Q3 25 | $48.70 | — | ||
| Q2 25 | $35.36 | — | ||
| Q1 25 | $28.29 | — | ||
| Q4 24 | $32.52 | — | ||
| Q3 24 | $51.42 | — | ||
| Q2 24 | $36.69 | — |
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 | $1.0B |
| 总债务越低越好 | — | $8.1B |
| 股东权益账面价值 | $-2.9B | $7.7B |
| 总资产 | $20.4B | $21.6B |
| 负债/权益比越低杠杆越低 | — | 1.04× |
8季度趋势，按日历期对齐
现金及短期投资AZOUHAL
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $1.0B | ||
| Q3 25 | $271.8M | $1.1B | ||
| Q2 25 | $268.6M | $877.2M | ||
| Q1 25 | $300.9M | — | ||
| Q4 24 | $304.0M | — | ||
| Q3 24 | $298.2M | — | ||
| Q2 24 | $275.4M | $1.2B |
总债务AZOUHAL
| Q1 26 | — | — | ||
| Q4 25 | — | $8.1B | ||
| Q3 25 | — | $7.7B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AZOUHAL
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $7.7B | ||
| Q3 25 | $-3.4B | $7.8B | ||
| Q2 25 | $-4.0B | $7.7B | ||
| Q1 25 | $-4.5B | — | ||
| Q4 24 | $-4.7B | — | ||
| Q3 24 | $-4.7B | — | ||
| Q2 24 | $-4.8B | $7.4B |
总资产AZOUHAL
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $21.6B | ||
| Q3 25 | $19.4B | $21.4B | ||
| Q2 25 | $18.6B | $20.8B | ||
| Q1 25 | $18.1B | — | ||
| Q4 24 | $17.5B | — | ||
| Q3 24 | $17.2B | — | ||
| Q2 24 | $17.1B | $19.3B |
负债/权益比AZOUHAL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $240.6M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-447.6M |
| 自由现金流率自由现金流/营收 | 0.8% | -31.6% |
| 资本支出强度资本支出/营收 | 7.9% | 48.6% |
| 现金转化率经营现金流/净利润 | 0.80× | 6.51× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $-1.7B |
8季度趋势，按日历期对齐
经营现金流AZOUHAL
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $240.6M | ||
| Q3 25 | $952.8M | $551.6M | ||
| Q2 25 | $769.0M | $598.4M | ||
| Q1 25 | $583.7M | — | ||
| Q4 24 | $811.8M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $669.5M | $453.9M |
自由现金流AZOUHAL
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-447.6M | ||
| Q3 25 | $511.1M | $-446.3M | ||
| Q2 25 | $423.1M | $-318.2M | ||
| Q1 25 | $291.0M | — | ||
| Q4 24 | $564.8M | — | ||
| Q3 24 | $723.5M | — | ||
| Q2 24 | $434.4M | $-509.3M |
自由现金流率AZOUHAL
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -31.6% | ||
| Q3 25 | 8.2% | -25.9% | ||
| Q2 25 | 9.5% | -137.1% | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 10.3% | -238.1% |
资本支出强度AZOUHAL
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 48.6% | ||
| Q3 25 | 7.1% | 58.0% | ||
| Q2 25 | 7.7% | 395.0% | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.6% | 450.3% |
现金转化率AZOUHAL
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 6.51× | ||
| Q3 25 | 1.14× | 5.23× | ||
| Q2 25 | 1.26× | 4.20× | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.03× | 2.32× |
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
UHAL
| Long Term Contract With Customer | $1.2B | 82% |
| CA | $74.0M | 5% |
| Life Insurance | $56.2M | 4% |
| Accident And Health Insurance Segment | $49.8M | 4% |
| Investments Segment | $47.3M | 3% |
| Property And Casualty Insurance | $42.5M | 3% |
| Mercury | $1.6M | 0% |
