vs
Copart（CPRT）与NetApp（NTAP）财务数据对比。点击上方公司名可切换其他公司
NetApp的季度营收约是Copart的1.5倍（$1.7B vs $1.2B），Copart净利率更高（35.0% vs 17.9%，领先17.1%），NetApp同比增速更快（2.8% vs 0.7%），Copart自由现金流更多（$427.2M vs $78.0M），过去两年Copart的营收复合增速更高（6.4% vs 3.0%）
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
CPRT vs NTAP — 直观对比
营收规模更大
NTAP
是对方的1.5倍
$1.2B
营收增速更快
NTAP
高出2.1%
0.7%
净利率更高
CPRT
高出17.1%
17.9%
自由现金流更多
CPRT
多$349.2M
$78.0M
两年增速更快
CPRT
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.7B |
| 净利润 | $403.7M | $305.0M |
| 毛利率 | — | 72.0% |
| 营业利润率 | 37.3% | 23.4% |
| 净利率 | 35.0% | 17.9% |
| 营收同比 | 0.7% | 2.8% |
| 净利润同比 | 11.5% | 2.0% |
| 每股收益（稀释后） | $0.41 | $1.51 |
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CPRTNTAP
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.0B | $1.6B |
净利润CPRTNTAP
| Q4 25 | $403.7M | $305.0M | ||
| Q3 25 | $396.4M | $233.0M | ||
| Q2 25 | $406.6M | $340.0M | ||
| Q1 25 | $387.4M | $299.0M | ||
| Q4 24 | $362.1M | $299.0M | ||
| Q3 24 | $322.6M | $248.0M | ||
| Q2 24 | $382.3M | $291.0M | ||
| Q1 24 | $325.6M | $313.0M |
毛利率CPRTNTAP
| Q4 25 | — | 72.0% | ||
| Q3 25 | — | 70.4% | ||
| Q2 25 | — | 68.9% | ||
| Q1 25 | — | 69.8% | ||
| Q4 24 | — | 71.0% | ||
| Q3 24 | — | 71.3% | ||
| Q2 24 | — | 70.5% | ||
| Q1 24 | — | 71.7% |
营业利润率CPRTNTAP
| Q4 25 | 37.3% | 23.4% | ||
| Q3 25 | 36.7% | 19.8% | ||
| Q2 25 | 37.3% | 20.1% | ||
| Q1 25 | 36.6% | 22.1% | ||
| Q4 24 | 35.4% | 20.8% | ||
| Q3 24 | 33.6% | 18.3% | ||
| Q2 24 | 38.8% | 21.9% | ||
| Q1 24 | 37.2% | 22.8% |
净利率CPRTNTAP
| Q4 25 | 35.0% | 17.9% | ||
| Q3 25 | 35.2% | 14.9% | ||
| Q2 25 | 33.6% | 19.6% | ||
| Q1 25 | 33.3% | 18.2% | ||
| Q4 24 | 31.6% | 18.0% | ||
| Q3 24 | 30.2% | 16.1% | ||
| Q2 24 | 33.9% | 17.4% | ||
| Q1 24 | 31.9% | 19.5% |
每股收益（稀释后）CPRTNTAP
| Q4 25 | $0.41 | $1.51 | ||
| Q3 25 | $0.40 | $1.15 | ||
| Q2 25 | $0.42 | $1.64 | ||
| Q1 25 | $0.40 | $1.44 | ||
| Q4 24 | $0.37 | $1.42 | ||
| Q3 24 | $0.34 | $1.17 | ||
| Q2 24 | $0.39 | $1.36 | ||
| Q1 24 | $0.33 | $1.48 |
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 | — | $3.0B |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $9.6B | $986.0M |
| 总资产 | $10.6B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.52× |
8季度趋势，按日历期对齐
现金及短期投资CPRTNTAP
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $3.3B | ||
| Q1 24 | — | $2.9B |
总债务CPRTNTAP
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $0 | $2.4B | ||
| Q2 24 | $427.0K | $2.4B | ||
| Q1 24 | $453.0K | $2.4B |
股东权益CPRTNTAP
| Q4 25 | $9.6B | $986.0M | ||
| Q3 25 | $9.2B | $975.0M | ||
| Q2 25 | $8.8B | $1.0B | ||
| Q1 25 | $8.3B | $995.0M | ||
| Q4 24 | $7.9B | $892.0M | ||
| Q3 24 | $7.5B | $929.0M | ||
| Q2 24 | $7.2B | $1.1B | ||
| Q1 24 | $6.8B | $994.0M |
总资产CPRTNTAP
| Q4 25 | $10.6B | $9.6B | ||
| Q3 25 | $10.1B | $9.7B | ||
| Q2 25 | $9.7B | $10.8B | ||
| Q1 25 | $9.2B | $9.0B | ||
| Q4 24 | $8.9B | $9.0B | ||
| Q3 24 | $8.4B | $9.3B | ||
| Q2 24 | $8.0B | $9.9B | ||
| Q1 24 | $7.6B | $9.4B |
负债/权益比CPRTNTAP
| Q4 25 | — | 2.52× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 2.00× | ||
| Q4 24 | — | 2.23× | ||
| Q3 24 | 0.00× | 2.58× | ||
| Q2 24 | 0.00× | 2.09× | ||
| Q1 24 | 0.00× | 2.41× |
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 | $535.3M | $127.0M |
| 自由现金流经营现金流 - 资本支出 | $427.2M | $78.0M |
| 自由现金流率自由现金流/营收 | 37.0% | 4.6% |
| 资本支出强度资本支出/营收 | 9.4% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.33× | 0.42× |
| 过去12个月自由现金流最近4个季度 | $1.4B | — |
8季度趋势，按日历期对齐
经营现金流CPRTNTAP
| Q4 25 | $535.3M | $127.0M | ||
| Q3 25 | $438.5M | $673.0M | ||
| Q2 25 | $700.9M | — | ||
| Q1 25 | $178.1M | $385.0M | ||
| Q4 24 | $482.3M | — | ||
| Q3 24 | $439.2M | $341.0M | ||
| Q2 24 | $496.3M | $613.0M | ||
| Q1 24 | $161.8M | $484.0M |
自由现金流CPRTNTAP
| Q4 25 | $427.2M | $78.0M | ||
| Q3 25 | $350.8M | $620.0M | ||
| Q2 25 | $572.9M | — | ||
| Q1 25 | $61.5M | $338.0M | ||
| Q4 24 | $245.5M | — | ||
| Q3 24 | $301.3M | $300.0M | ||
| Q2 24 | $408.5M | $567.0M | ||
| Q1 24 | $38.8M | $448.0M |
自由现金流率CPRTNTAP
| Q4 25 | 37.0% | 4.6% | ||
| Q3 25 | 31.2% | 39.8% | ||
| Q2 25 | 47.3% | — | ||
| Q1 25 | 5.3% | 20.6% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 28.2% | 19.5% | ||
| Q2 24 | 36.2% | 34.0% | ||
| Q1 24 | 3.8% | 27.9% |
资本支出强度CPRTNTAP
| Q4 25 | 9.4% | 2.9% | ||
| Q3 25 | 7.8% | 3.4% | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 10.0% | 2.9% | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 12.9% | 2.7% | ||
| Q2 24 | 7.8% | 2.8% | ||
| Q1 24 | 12.1% | 2.2% |
现金转化率CPRTNTAP
| Q4 25 | 1.33× | 0.42× | ||
| Q3 25 | 1.11× | 2.89× | ||
| Q2 25 | 1.72× | — | ||
| Q1 25 | 0.46× | 1.29× | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.36× | 1.38× | ||
| Q2 24 | 1.30× | 2.11× | ||
| Q1 24 | 0.50× | 1.55× |
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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
