vs
AutoZone(AZO)与渥弗林(WWW)财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是渥弗林的8.3倍($4.3B vs $517.5M)。AutoZone净利率更高(11.0% vs 6.1%,领先4.8%)。渥弗林同比增速更快(25.5% vs 8.1%)。渥弗林自由现金流更多($145.6M vs $35.6M)。过去两年渥弗林的营收复合增速更高(14.5% 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。
渥弗林是一家国际知名的鞋履、服饰及配饰设计、生产与销售企业,旗下拥有迈乐、斯佩里、索康尼、暇步士等多个知名品牌,覆盖户外休闲、日常穿搭、工装、运动等消费领域,产品通过线上线下渠道及批发网络销往全球。
AZO vs WWW — 直观对比
营收规模更大
AZO
是对方的8.3倍
$517.5M
营收增速更快
WWW
高出17.4%
8.1%
净利率更高
AZO
高出4.8%
6.1%
自由现金流更多
WWW
多$110.0M
$35.6M
两年增速更快
WWW
近两年复合增速
0.5%
损益表 — Q2 2026 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $4.3B | $517.5M |
| 净利润 | $468.9M | $31.8M |
| 毛利率 | 52.5% | 47.3% |
| 营业利润率 | 16.3% | 9.7% |
| 净利率 | 11.0% | 6.1% |
| 营收同比 | 8.1% | 25.5% |
| 净利润同比 | -3.9% | 162.8% |
| 每股收益(稀释后) | $27.63 | $0.37 |
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
AZO
WWW
| Q1 26 | $4.3B | $517.5M | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $6.2B | $470.3M | ||
| Q2 25 | $4.5B | $474.2M | ||
| Q1 25 | $4.0B | $412.3M | ||
| Q4 24 | $4.3B | $494.7M | ||
| Q3 24 | $6.2B | $440.2M | ||
| Q2 24 | $4.2B | $425.2M |
净利润
AZO
WWW
| Q1 26 | $468.9M | $31.8M | ||
| Q4 25 | $530.8M | — | ||
| Q3 25 | $837.0M | $25.1M | ||
| Q2 25 | $608.4M | $26.8M | ||
| Q1 25 | $487.9M | $12.1M | ||
| Q4 24 | $564.9M | $23.1M | ||
| Q3 24 | $902.2M | $23.2M | ||
| Q2 24 | $651.7M | $13.8M |
毛利率
AZO
WWW
| Q1 26 | 52.5% | 47.3% | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | 47.5% | ||
| Q2 25 | 52.7% | 47.2% | ||
| Q1 25 | 53.9% | 47.2% | ||
| Q4 24 | 53.0% | 43.4% | ||
| Q3 24 | 52.5% | 45.1% | ||
| Q2 24 | 53.5% | 43.1% |
营业利润率
AZO
WWW
| Q1 26 | 16.3% | 9.7% | ||
| Q4 25 | 16.9% | — | ||
| Q3 25 | 19.2% | 8.4% | ||
| Q2 25 | 19.4% | 8.6% | ||
| Q1 25 | 17.9% | 4.8% | ||
| Q4 24 | 19.7% | 7.4% | ||
| Q3 24 | 20.9% | 7.9% | ||
| Q2 24 | 21.3% | 6.8% |
净利率
AZO
WWW
| Q1 26 | 11.0% | 6.1% | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 13.4% | 5.3% | ||
| Q2 25 | 13.6% | 5.7% | ||
| Q1 25 | 12.3% | 2.9% | ||
| Q4 24 | 13.2% | 4.7% | ||
| Q3 24 | 14.5% | 5.3% | ||
| Q2 24 | 15.4% | 3.2% |
每股收益(稀释后)
AZO
WWW
| Q1 26 | $27.63 | $0.37 | ||
| Q4 25 | $31.04 | — | ||
| Q3 25 | $48.70 | $0.30 | ||
| Q2 25 | $35.36 | $0.32 | ||
| Q1 25 | $28.29 | $0.15 | ||
| Q4 24 | $32.52 | $0.29 | ||
| Q3 24 | $51.42 | $0.28 | ||
| Q2 24 | $36.69 | $0.17 |
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 | — |
| 总债务越低越好 | — | $621.7M |
| 股东权益账面价值 | $-2.9B | $408.0M |
| 总资产 | $20.4B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 1.52× |
8季度趋势,按日历期对齐
现金及短期投资
AZO
WWW
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | — | ||
| Q3 25 | $271.8M | — | ||
| Q2 25 | $268.6M | — | ||
| Q1 25 | $300.9M | — | ||
| Q4 24 | $304.0M | — | ||
| Q3 24 | $298.2M | — | ||
| Q2 24 | $275.4M | — |
总债务
AZO
WWW
| Q1 26 | — | $621.7M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $676.4M | ||
| Q2 25 | — | $708.5M | ||
| Q1 25 | — | $710.8M | ||
| Q4 24 | — | $648.0M | ||
| Q3 24 | — | $702.8M | ||
| Q2 24 | — | $814.7M |
股东权益
AZO
WWW
| Q1 26 | $-2.9B | $408.0M | ||
| Q4 25 | $-3.2B | — | ||
| Q3 25 | $-3.4B | $376.7M | ||
| Q2 25 | $-4.0B | $344.0M | ||
| Q1 25 | $-4.5B | $310.6M | ||
| Q4 24 | $-4.7B | $312.9M | ||
| Q3 24 | $-4.7B | $295.2M | ||
| Q2 24 | $-4.8B | $262.1M |
总资产
AZO
WWW
| Q1 26 | $20.4B | $1.7B | ||
| Q4 25 | $19.7B | — | ||
| Q3 25 | $19.4B | $1.7B | ||
| Q2 25 | $18.6B | $1.8B | ||
| Q1 25 | $18.1B | $1.7B | ||
| Q4 24 | $17.5B | $1.7B | ||
| Q3 24 | $17.2B | $1.8B | ||
| Q2 24 | $17.1B | $1.8B |
负债/权益比
AZO
WWW
| Q1 26 | — | 1.52× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.29× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | — | 2.38× | ||
| Q2 24 | — | 3.11× |
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 | $146.2M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $145.6M |
| 自由现金流率自由现金流/营收 | 0.8% | 28.1% |
| 资本支出强度资本支出/营收 | 7.9% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.80× | 4.60× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $125.5M |
8季度趋势,按日历期对齐
经营现金流
AZO
WWW
| Q1 26 | $373.4M | $146.2M | ||
| Q4 25 | $944.2M | — | ||
| Q3 25 | $952.8M | $33.0M | ||
| Q2 25 | $769.0M | $44.6M | ||
| Q1 25 | $583.7M | $-83.8M | ||
| Q4 24 | $811.8M | $82.4M | ||
| Q3 24 | $1.1B | $108.2M | ||
| Q2 24 | $669.5M | $26.7M |
自由现金流
AZO
WWW
| Q1 26 | $35.6M | $145.6M | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | $30.1M | ||
| Q2 25 | $423.1M | $41.2M | ||
| Q1 25 | $291.0M | $-91.4M | ||
| Q4 24 | $564.8M | $74.4M | ||
| Q3 24 | $723.5M | $104.1M | ||
| Q2 24 | $434.4M | $23.7M |
自由现金流率
AZO
WWW
| Q1 26 | 0.8% | 28.1% | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | 6.4% | ||
| Q2 25 | 9.5% | 8.7% | ||
| Q1 25 | 7.4% | -22.2% | ||
| Q4 24 | 13.2% | 15.0% | ||
| Q3 24 | 11.7% | 23.6% | ||
| Q2 24 | 10.3% | 5.6% |
资本支出强度
AZO
WWW
| Q1 26 | 7.9% | 0.1% | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.1% | 0.6% | ||
| Q2 25 | 7.7% | 0.7% | ||
| Q1 25 | 7.4% | 1.8% | ||
| Q4 24 | 5.8% | 1.6% | ||
| Q3 24 | 5.6% | 0.9% | ||
| Q2 24 | 5.6% | 0.7% |
现金转化率
AZO
WWW
| Q1 26 | 0.80× | 4.60× | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 1.31× | ||
| Q2 25 | 1.26× | 1.66× | ||
| Q1 25 | 1.20× | -6.93× | ||
| Q4 24 | 1.44× | 3.57× | ||
| Q3 24 | 1.19× | 4.66× | ||
| Q2 24 | 1.03× | 1.93× |
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
WWW
| Sales Channel Through Intermediary | $230.2M | 44% |
| Sales Channel Directly To Consumer | $142.6M | 28% |
| Work Group | $134.0M | 26% |
| Other | $10.7M | 2% |