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Bandwidth Inc.（BAND）与MONRO, INC.（MNRO）财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是Bandwidth Inc.的1.4倍（$293.4M vs $208.8M），MONRO, INC.净利率更高（3.8% vs 1.9%，领先1.9%），Bandwidth Inc.同比增速更快（20.1% vs -4.0%），MONRO, INC.自由现金流更多（$9.1M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -2.7%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
BAND vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.4倍
$208.8M
营收增速更快
BAND
高出24.2%
-4.0%
净利率更高
MNRO
高出1.9%
1.9%
自由现金流更多
MNRO
多$10.1M
$-1.0M
两年增速更快
BAND
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $293.4M |
| 净利润 | $4.0M | $11.1M |
| 毛利率 | 37.3% | 34.9% |
| 营业利润率 | 60.5% | 6.3% |
| 净利率 | 1.9% | 3.8% |
| 营收同比 | 20.1% | -4.0% |
| 净利润同比 | 200.0% | 143.1% |
| 每股收益（稀释后） | $-0.08 | $0.35 |
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BANDMNRO
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $293.4M | ||
| Q3 25 | $191.9M | $288.9M | ||
| Q2 25 | $180.0M | $301.0M | ||
| Q1 25 | $174.2M | $295.0M | ||
| Q4 24 | $210.0M | $305.8M | ||
| Q3 24 | $193.9M | $301.4M | ||
| Q2 24 | $173.6M | $293.2M |
净利润BANDMNRO
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $11.1M | ||
| Q3 25 | $-1.2M | $5.7M | ||
| Q2 25 | $-4.9M | $-8.1M | ||
| Q1 25 | $-3.7M | $-21.3M | ||
| Q4 24 | — | $4.6M | ||
| Q3 24 | $413.0K | $5.6M | ||
| Q2 24 | $4.1M | $5.9M |
毛利率BANDMNRO
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 34.9% | ||
| Q3 25 | 38.5% | 35.7% | ||
| Q2 25 | 39.8% | 35.5% | ||
| Q1 25 | 41.0% | 33.0% | ||
| Q4 24 | 36.4% | 34.3% | ||
| Q3 24 | 37.7% | 35.3% | ||
| Q2 24 | 37.3% | 37.2% |
营业利润率BANDMNRO
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 6.3% | ||
| Q3 25 | -1.0% | 4.4% | ||
| Q2 25 | -2.1% | -2.0% | ||
| Q1 25 | -2.7% | -8.1% | ||
| Q4 24 | -1.3% | 3.3% | ||
| Q3 24 | -0.5% | 4.4% | ||
| Q2 24 | -3.5% | 4.5% |
净利率BANDMNRO
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | -0.6% | 2.0% | ||
| Q2 25 | -2.7% | -2.7% | ||
| Q1 25 | -2.1% | -7.2% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | 0.2% | 1.9% | ||
| Q2 24 | 2.3% | 2.0% |
每股收益（稀释后）BANDMNRO
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.35 | ||
| Q3 25 | $-0.04 | $0.18 | ||
| Q2 25 | $-0.16 | $-0.28 | ||
| Q1 25 | $-0.13 | $-0.74 | ||
| Q4 24 | $0.27 | $0.15 | ||
| Q3 24 | $0.01 | $0.18 | ||
| Q2 24 | $-0.17 | $0.19 |
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 | $47.3M | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $405.7M | $604.9M |
| 总资产 | $984.2M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资BANDMNRO
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $4.9M | ||
| Q3 25 | $80.4M | $10.5M | ||
| Q2 25 | $68.1M | $7.8M | ||
| Q1 25 | $41.7M | $20.8M | ||
| Q4 24 | $83.8M | $10.2M | ||
| Q3 24 | $79.9M | $20.9M | ||
| Q2 24 | $76.4M | $18.7M |
总债务BANDMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M |
股东权益BANDMNRO
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $604.9M | ||
| Q3 25 | $392.7M | $601.7M | ||
| Q2 25 | $384.5M | $604.9M | ||
| Q1 25 | $345.4M | $620.8M | ||
| Q4 24 | $312.5M | $648.9M | ||
| Q3 24 | $336.6M | $651.9M | ||
| Q2 24 | $307.4M | $654.4M |
总资产BANDMNRO
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $964.4M | $1.6B | ||
| Q4 24 | $989.2M | $1.7B | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $1.0B | $1.7B |
负债/权益比BANDMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× |
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 | — | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $9.1M |
| 自由现金流率自由现金流/营收 | -0.5% | 3.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $49.6M |
8季度趋势，按日历期对齐
经营现金流BANDMNRO
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $17.8M | ||
| Q3 25 | $22.2M | $32.3M | ||
| Q2 25 | $31.7M | $-1.9M | ||
| Q1 25 | $-3.1M | $28.9M | ||
| Q4 24 | $36.5M | $14.8M | ||
| Q3 24 | $20.5M | $62.6M | ||
| Q2 24 | $24.4M | $25.6M |
自由现金流BANDMNRO
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | — | $-9.3M | ||
| Q1 25 | — | $23.2M | ||
| Q4 24 | — | $7.9M | ||
| Q3 24 | — | $57.6M | ||
| Q2 24 | — | $16.8M |
自由现金流率BANDMNRO
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 5.7% |
资本支出强度BANDMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 3.0% |
现金转化率BANDMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.60× | ||
| Q3 25 | — | 5.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | 49.55× | 11.08× | ||
| Q2 24 | 6.03× | 4.37× |
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
BAND
暂无分部数据
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
