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AutoZone（AZO）与Vera Bradley, Inc.（VRA）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Vera Bradley, Inc.的68.7倍（$4.3B vs $62.3M）。AutoZone净利率更高（11.0% vs -19.9%，领先30.8%）。AutoZone同比增速更快（8.1% vs -22.7%）。AutoZone自由现金流更多（$35.6M vs $-4.5M）。过去两年Vera Bradley, Inc.的营收复合增速更高（16.1% 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。
维拉·布拉德利是源自美国的箱包设计品牌，1982年由两位设计师创立，总部位于印第安纳州韦恩堡。品牌最初主打高档棉质包袋，如今产品已拓展至时尚配饰、家居用品、文具与印花礼品，多数产品以辨识度极高的花卉、佩兹利或几何印花搭配配套里料，风格鲜明。
AZO vs VRA — 直观对比
营收规模更大
AZO
是对方的68.7倍
$62.3M
营收增速更快
AZO
高出30.9%
-22.7%
净利率更高
AZO
高出30.8%
-19.9%
自由现金流更多
AZO
多$40.1M
$-4.5M
两年增速更快
VRA
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $62.3M |
| 净利润 | $468.9M | $-12.4M |
| 毛利率 | 52.5% | 42.1% |
| 营业利润率 | 16.3% | -19.6% |
| 净利率 | 11.0% | -19.9% |
| 营收同比 | 8.1% | -22.7% |
| 净利润同比 | -3.9% | 3.4% |
| 每股收益（稀释后） | $27.63 | $-0.44 |
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AZOVRA
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $62.3M | ||
| Q3 25 | $6.2B | $70.9M | ||
| Q2 25 | $4.5B | $51.7M | ||
| Q1 25 | $4.0B | $100.0M | ||
| Q4 24 | $4.3B | $70.5M | ||
| Q3 24 | $6.2B | $94.0M | ||
| Q2 24 | $4.2B | $67.9M |
净利润AZOVRA
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $-12.4M | ||
| Q3 25 | $837.0M | $-4.7M | ||
| Q2 25 | $608.4M | $-33.5M | ||
| Q1 25 | $487.9M | $-47.0M | ||
| Q4 24 | $564.9M | $-12.8M | ||
| Q3 24 | $902.2M | $5.7M | ||
| Q2 24 | $651.7M | $-8.1M |
毛利率AZOVRA
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 42.1% | ||
| Q3 25 | 51.5% | 50.1% | ||
| Q2 25 | 52.7% | 44.1% | ||
| Q1 25 | 53.9% | 45.0% | ||
| Q4 24 | 53.0% | 54.5% | ||
| Q3 24 | 52.5% | 49.7% | ||
| Q2 24 | 53.5% | 50.1% |
营业利润率AZOVRA
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | -19.6% | ||
| Q3 25 | 19.2% | -6.5% | ||
| Q2 25 | 19.4% | -34.6% | ||
| Q1 25 | 17.9% | -23.3% | ||
| Q4 24 | 19.7% | -11.6% | ||
| Q3 24 | 20.9% | 2.5% | ||
| Q2 24 | 21.3% | -15.6% |
净利率AZOVRA
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | -19.9% | ||
| Q3 25 | 13.4% | -6.6% | ||
| Q2 25 | 13.6% | -64.8% | ||
| Q1 25 | 12.3% | -47.0% | ||
| Q4 24 | 13.2% | -18.2% | ||
| Q3 24 | 14.5% | 6.1% | ||
| Q2 24 | 15.4% | -12.0% |
每股收益（稀释后）AZOVRA
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $-0.44 | ||
| Q3 25 | $48.70 | $-0.17 | ||
| Q2 25 | $35.36 | $-1.20 | ||
| Q1 25 | $28.29 | $-1.62 | ||
| Q4 24 | $32.52 | $-0.46 | ||
| Q3 24 | $51.42 | $0.19 | ||
| Q2 24 | $36.69 | $-0.26 |
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 | $10.7M |
| 总债务越低越好 | — | $10.0M |
| 股东权益账面价值 | $-2.9B | $128.1M |
| 总资产 | $20.4B | $243.7M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资AZOVRA
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | $10.7M | ||
| Q3 25 | $271.8M | $15.2M | ||
| Q2 25 | $268.6M | $11.3M | ||
| Q1 25 | $300.9M | $30.4M | ||
| Q4 24 | $304.0M | $13.7M | ||
| Q3 24 | $298.2M | $44.1M | ||
| Q2 24 | $275.4M | $55.2M |
总债务AZOVRA
| Q1 26 | — | — | ||
| Q4 25 | — | $10.0M | ||
| Q3 25 | — | $10.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AZOVRA
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $128.1M | ||
| Q3 25 | $-3.4B | $140.5M | ||
| Q2 25 | $-4.0B | $146.0M | ||
| Q1 25 | $-4.5B | $179.0M | ||
| Q4 24 | $-4.7B | $225.2M | ||
| Q3 24 | $-4.7B | $242.5M | ||
| Q2 24 | $-4.8B | $245.9M |
总资产AZOVRA
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $243.7M | ||
| Q3 25 | $19.4B | $266.2M | ||
| Q2 25 | $18.6B | $267.9M | ||
| Q1 25 | $18.1B | $306.7M | ||
| Q4 24 | $17.5B | $359.0M | ||
| Q3 24 | $17.2B | $379.2M | ||
| Q2 24 | $17.1B | $368.7M |
负债/权益比AZOVRA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.00× | ||
| 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 | $-4.0M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $-4.5M |
| 自由现金流率自由现金流/营收 | 0.8% | -7.2% |
| 资本支出强度资本支出/营收 | 7.9% | 0.7% |
| 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 | $-13.0M |
8季度趋势，按日历期对齐
经营现金流AZOVRA
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $-4.0M | ||
| Q3 25 | $952.8M | $-5.4M | ||
| Q2 25 | $769.0M | $-17.9M | ||
| Q1 25 | $583.7M | $21.7M | ||
| Q4 24 | $811.8M | $-22.6M | ||
| Q3 24 | $1.1B | $1.4M | ||
| Q2 24 | $669.5M | $-14.5M |
自由现金流AZOVRA
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $-4.5M | ||
| Q3 25 | $511.1M | $-6.1M | ||
| Q2 25 | $423.1M | $-19.8M | ||
| Q1 25 | $291.0M | $17.3M | ||
| Q4 24 | $564.8M | $-25.0M | ||
| Q3 24 | $723.5M | $-1.4M | ||
| Q2 24 | $434.4M | $-15.4M |
自由现金流率AZOVRA
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | -7.2% | ||
| Q3 25 | 8.2% | -8.7% | ||
| Q2 25 | 9.5% | -38.3% | ||
| Q1 25 | 7.4% | 17.3% | ||
| Q4 24 | 13.2% | -35.5% | ||
| Q3 24 | 11.7% | -1.5% | ||
| Q2 24 | 10.3% | -22.7% |
资本支出强度AZOVRA
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.7% | ||
| Q3 25 | 7.1% | 1.0% | ||
| Q2 25 | 7.7% | 3.6% | ||
| Q1 25 | 7.4% | 4.3% | ||
| Q4 24 | 5.8% | 3.4% | ||
| Q3 24 | 5.6% | 3.0% | ||
| Q2 24 | 5.6% | 1.3% |
现金转化率AZOVRA
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | 0.25× | ||
| Q2 24 | 1.03× | — |
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
VRA
| Bags | $23.9M | 38% |
| Indirect | $12.6M | 20% |
| Transferred At Point In Time | $12.2M | 20% |
| Accessories | $7.2M | 12% |
| Home | $3.5M | 6% |
| Apparel Footwear | $1.8M | 3% |
| Other Products | $1.5M | 2% |
