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BOX INC（BOX）与MONRO, INC.（MNRO）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是MONRO, INC.的1.0倍（$301.1M vs $293.4M），BOX INC净利率更高（4.0% vs 3.8%，领先0.2%），BOX INC同比增速更快（9.1% vs -4.0%），BOX INC自由现金流更多（$71.3M vs $9.1M），过去两年BOX INC的营收复合增速更高（7.0% vs -2.7%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs MNRO — 直观对比
营收规模更大
BOX
是对方的1.0倍
$293.4M
营收增速更快
BOX
高出13.2%
-4.0%
净利率更高
BOX
高出0.2%
3.8%
自由现金流更多
BOX
多$62.2M
$9.1M
两年增速更快
BOX
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $293.4M |
| 净利润 | $12.1M | $11.1M |
| 毛利率 | 79.6% | 34.9% |
| 营业利润率 | 8.3% | 6.3% |
| 净利率 | 4.0% | 3.8% |
| 营收同比 | 9.1% | -4.0% |
| 净利润同比 | -6.4% | 143.1% |
| 每股收益（稀释后） | $0.05 | $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BOXMNRO
| Q4 25 | $301.1M | $293.4M | ||
| Q3 25 | $294.0M | $288.9M | ||
| Q2 25 | $276.3M | $301.0M | ||
| Q1 25 | $279.5M | $295.0M | ||
| Q4 24 | $275.9M | $305.8M | ||
| Q3 24 | $270.0M | $301.4M | ||
| Q2 24 | $264.7M | $293.2M | ||
| Q1 24 | $262.9M | $310.1M |
净利润BOXMNRO
| Q4 25 | $12.1M | $11.1M | ||
| Q3 25 | $13.4M | $5.7M | ||
| Q2 25 | $8.2M | $-8.1M | ||
| Q1 25 | $194.0M | $-21.3M | ||
| Q4 24 | $12.9M | $4.6M | ||
| Q3 24 | $20.5M | $5.6M | ||
| Q2 24 | $17.2M | $5.9M | ||
| Q1 24 | $99.2M | $3.7M |
毛利率BOXMNRO
| Q4 25 | 79.6% | 34.9% | ||
| Q3 25 | 79.1% | 35.7% | ||
| Q2 25 | 78.0% | 35.5% | ||
| Q1 25 | 79.0% | 33.0% | ||
| Q4 24 | 79.9% | 34.3% | ||
| Q3 24 | 79.4% | 35.3% | ||
| Q2 24 | 78.0% | 37.2% | ||
| Q1 24 | 76.1% | 35.5% |
营业利润率BOXMNRO
| Q4 25 | 8.3% | 6.3% | ||
| Q3 25 | 7.0% | 4.4% | ||
| Q2 25 | 2.3% | -2.0% | ||
| Q1 25 | 6.4% | -8.1% | ||
| Q4 24 | 8.5% | 3.3% | ||
| Q3 24 | 7.5% | 4.4% | ||
| Q2 24 | 6.8% | 4.5% | ||
| Q1 24 | 8.1% | 3.3% |
净利率BOXMNRO
| Q4 25 | 4.0% | 3.8% | ||
| Q3 25 | 4.6% | 2.0% | ||
| Q2 25 | 3.0% | -2.7% | ||
| Q1 25 | 69.4% | -7.2% | ||
| Q4 24 | 4.7% | 1.5% | ||
| Q3 24 | 7.6% | 1.9% | ||
| Q2 24 | 6.5% | 2.0% | ||
| Q1 24 | 37.7% | 1.2% |
每股收益（稀释后）BOXMNRO
| Q4 25 | $0.05 | $0.35 | ||
| Q3 25 | $0.05 | $0.18 | ||
| Q2 25 | $0.02 | $-0.28 | ||
| Q1 25 | $1.13 | $-0.74 | ||
| Q4 24 | $0.05 | $0.15 | ||
| Q3 24 | $0.10 | $0.18 | ||
| Q2 24 | $0.08 | $0.19 | ||
| Q1 24 | $0.57 | $0.12 |
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 | $729.6M | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $-286.6M | $604.9M |
| 总资产 | $1.6B | $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BOXMNRO
| Q4 25 | $729.6M | $4.9M | ||
| Q3 25 | $757.9M | $10.5M | ||
| Q2 25 | $790.4M | $7.8M | ||
| Q1 25 | $722.8M | $20.8M | ||
| Q4 24 | $697.9M | $10.2M | ||
| Q3 24 | $482.2M | $20.9M | ||
| Q2 24 | $566.1M | $18.7M | ||
| Q1 24 | $480.7M | $6.6M |
总债务BOXMNRO
| 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 | ||
| Q1 24 | — | $102.0M |
股东权益BOXMNRO
| Q4 25 | $-286.6M | $604.9M | ||
| Q3 25 | $-269.4M | $601.7M | ||
| Q2 25 | $-280.1M | $604.9M | ||
| Q1 25 | $-297.0M | $620.8M | ||
| Q4 24 | $-479.9M | $648.9M | ||
| Q3 24 | $-439.4M | $651.9M | ||
| Q2 24 | $-397.9M | $654.4M | ||
| Q1 24 | $-431.1M | $656.8M |
总资产BOXMNRO
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.7B | $1.6B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.2B | $1.7B | ||
| Q1 24 | $1.2B | $1.7B |
负债/权益比BOXMNRO
| 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× | ||
| Q1 24 | — | 0.16× |
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 | $73.0M | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $9.1M |
| 自由现金流率自由现金流/营收 | 23.7% | 3.1% |
| 资本支出强度资本支出/营收 | 0.6% | 3.0% |
| 现金转化率经营现金流/净利润 | 6.05× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $49.6M |
8季度趋势，按日历期对齐
经营现金流BOXMNRO
| Q4 25 | $73.0M | $17.8M | ||
| Q3 25 | $46.0M | $32.3M | ||
| Q2 25 | $127.1M | $-1.9M | ||
| Q1 25 | $102.2M | $28.9M | ||
| Q4 24 | $62.6M | $14.8M | ||
| Q3 24 | $36.3M | $62.6M | ||
| Q2 24 | $131.2M | $25.6M | ||
| Q1 24 | $89.3M | $-5.3M |
自由现金流BOXMNRO
| Q4 25 | $71.3M | $9.1M | ||
| Q3 25 | $43.9M | $26.6M | ||
| Q2 25 | $126.7M | $-9.3M | ||
| Q1 25 | $101.5M | $23.2M | ||
| Q4 24 | $62.3M | $7.9M | ||
| Q3 24 | $35.9M | $57.6M | ||
| Q2 24 | $129.9M | $16.8M | ||
| Q1 24 | $89.1M | $-11.9M |
自由现金流率BOXMNRO
| Q4 25 | 23.7% | 3.1% | ||
| Q3 25 | 14.9% | 9.2% | ||
| Q2 25 | 45.9% | -3.1% | ||
| Q1 25 | 36.3% | 7.9% | ||
| Q4 24 | 22.6% | 2.6% | ||
| Q3 24 | 13.3% | 19.1% | ||
| Q2 24 | 49.1% | 5.7% | ||
| Q1 24 | 33.9% | -3.8% |
资本支出强度BOXMNRO
| Q4 25 | 0.6% | 3.0% | ||
| Q3 25 | 0.7% | 2.0% | ||
| Q2 25 | 0.1% | 2.5% | ||
| Q1 25 | 0.2% | 1.9% | ||
| Q4 24 | 0.1% | 2.2% | ||
| Q3 24 | 0.1% | 1.6% | ||
| Q2 24 | 0.5% | 3.0% | ||
| Q1 24 | 0.1% | 2.1% |
现金转化率BOXMNRO
| Q4 25 | 6.05× | 1.60× | ||
| Q3 25 | 3.42× | 5.71× | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | 3.23× | ||
| Q3 24 | 1.77× | 11.08× | ||
| Q2 24 | 7.62× | 4.37× | ||
| Q1 24 | 0.90× | -1.42× |
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
BOX
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% |
