vs
Copart（CPRT）与优步（UBER）财务数据对比。点击上方公司名可切换其他公司
优步的季度营收约是Copart的12.4倍（$14.4B vs $1.2B），Copart净利率更高（35.0% vs 2.1%，领先32.9%），优步同比增速更快（20.1% vs 0.7%），优步自由现金流更多（$2.8B vs $427.2M），过去两年优步的营收复合增速更高（19.1% vs 6.4%）
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。
优步是总部位于美国加利福尼亚州旧金山的跨国出行科技企业，核心业务涵盖网约车、快递、食品配送及货运服务，业务覆盖全球约70个国家和15000座城市，是全球规模最大的共享出行平台，月活用户超1.8亿，活跃司机及配送员超600万。
CPRT vs UBER — 直观对比
营收规模更大
UBER
是对方的12.4倍
$1.2B
营收增速更快
UBER
高出19.4%
0.7%
净利率更高
CPRT
高出32.9%
2.1%
自由现金流更多
UBER
多$2.4B
$427.2M
两年增速更快
UBER
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $14.4B |
| 净利润 | $403.7M | $296.0M |
| 毛利率 | — | — |
| 营业利润率 | 37.3% | 12.3% |
| 净利率 | 35.0% | 2.1% |
| 营收同比 | 0.7% | 20.1% |
| 净利润同比 | 11.5% | -95.7% |
| 每股收益（稀释后） | $0.41 | $0.16 |
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CPRTUBER
| Q4 25 | $1.2B | $14.4B | ||
| Q3 25 | $1.1B | $13.5B | ||
| Q2 25 | $1.2B | $12.7B | ||
| Q1 25 | $1.2B | $11.5B | ||
| Q4 24 | $1.1B | $12.0B | ||
| Q3 24 | $1.1B | $11.2B | ||
| Q2 24 | $1.1B | $10.7B | ||
| Q1 24 | $1.0B | $10.1B |
净利润CPRTUBER
| Q4 25 | $403.7M | $296.0M | ||
| Q3 25 | $396.4M | $6.6B | ||
| Q2 25 | $406.6M | $1.4B | ||
| Q1 25 | $387.4M | $1.8B | ||
| Q4 24 | $362.1M | $6.9B | ||
| Q3 24 | $322.6M | $2.6B | ||
| Q2 24 | $382.3M | $1.0B | ||
| Q1 24 | $325.6M | $-654.0M |
营业利润率CPRTUBER
| Q4 25 | 37.3% | 12.3% | ||
| Q3 25 | 36.7% | 8.3% | ||
| Q2 25 | 37.3% | 11.5% | ||
| Q1 25 | 36.6% | 10.6% | ||
| Q4 24 | 35.4% | 6.4% | ||
| Q3 24 | 33.6% | 9.5% | ||
| Q2 24 | 38.8% | 7.4% | ||
| Q1 24 | 37.2% | 1.7% |
净利率CPRTUBER
| Q4 25 | 35.0% | 2.1% | ||
| Q3 25 | 35.2% | 49.2% | ||
| Q2 25 | 33.6% | 10.7% | ||
| Q1 25 | 33.3% | 15.4% | ||
| Q4 24 | 31.6% | 57.6% | ||
| Q3 24 | 30.2% | 23.3% | ||
| Q2 24 | 33.9% | 9.5% | ||
| Q1 24 | 31.9% | -6.5% |
每股收益（稀释后）CPRTUBER
| Q4 25 | $0.41 | $0.16 | ||
| Q3 25 | $0.40 | $3.11 | ||
| Q2 25 | $0.42 | $0.63 | ||
| Q1 25 | $0.40 | $0.83 | ||
| Q4 24 | $0.37 | $3.21 | ||
| Q3 24 | $0.34 | $1.20 | ||
| Q2 24 | $0.39 | $0.47 | ||
| Q1 24 | $0.33 | $-0.32 |
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 | — | $7.6B |
| 总债务越低越好 | — | $10.6B |
| 股东权益账面价值 | $9.6B | $27.0B |
| 总资产 | $10.6B | $61.8B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资CPRTUBER
| Q4 25 | — | $7.6B | ||
| Q3 25 | — | $9.1B | ||
| Q2 25 | — | $7.4B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | $9.1B | ||
| Q2 24 | — | $6.3B | ||
| Q1 24 | — | $5.8B |
总债务CPRTUBER
| Q4 25 | — | $10.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $9.6B | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $427.0K | — | ||
| Q1 24 | $453.0K | — |
股东权益CPRTUBER
| Q4 25 | $9.6B | $27.0B | ||
| Q3 25 | $9.2B | $28.1B | ||
| Q2 25 | $8.8B | $22.6B | ||
| Q1 25 | $8.3B | $22.0B | ||
| Q4 24 | $7.9B | $21.6B | ||
| Q3 24 | $7.5B | $14.8B | ||
| Q2 24 | $7.2B | $12.3B | ||
| Q1 24 | $6.8B | $11.1B |
总资产CPRTUBER
| Q4 25 | $10.6B | $61.8B | ||
| Q3 25 | $10.1B | $63.3B | ||
| Q2 25 | $9.7B | $56.0B | ||
| Q1 25 | $9.2B | $52.8B | ||
| Q4 24 | $8.9B | $51.2B | ||
| Q3 24 | $8.4B | $47.1B | ||
| Q2 24 | $8.0B | $41.5B | ||
| Q1 24 | $7.6B | $39.6B |
负债/权益比CPRTUBER
| Q4 25 | — | 0.39× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.44× | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $2.9B |
| 自由现金流经营现金流 - 资本支出 | $427.2M | $2.8B |
| 自由现金流率自由现金流/营收 | 37.0% | 19.5% |
| 资本支出强度资本支出/营收 | 9.4% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.33× | 9.74× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $9.8B |
8季度趋势，按日历期对齐
经营现金流CPRTUBER
| Q4 25 | $535.3M | $2.9B | ||
| Q3 25 | $438.5M | $2.3B | ||
| Q2 25 | $700.9M | $2.6B | ||
| Q1 25 | $178.1M | $2.3B | ||
| Q4 24 | $482.3M | $1.8B | ||
| Q3 24 | $439.2M | $2.2B | ||
| Q2 24 | $496.3M | $1.8B | ||
| Q1 24 | $161.8M | $1.4B |
自由现金流CPRTUBER
| Q4 25 | $427.2M | $2.8B | ||
| Q3 25 | $350.8M | $2.2B | ||
| Q2 25 | $572.9M | $2.5B | ||
| Q1 25 | $61.5M | $2.3B | ||
| Q4 24 | $245.5M | $1.7B | ||
| Q3 24 | $301.3M | $2.1B | ||
| Q2 24 | $408.5M | $1.7B | ||
| Q1 24 | $38.8M | $1.4B |
自由现金流率CPRTUBER
| Q4 25 | 37.0% | 19.5% | ||
| Q3 25 | 31.2% | 16.6% | ||
| Q2 25 | 47.3% | 19.6% | ||
| Q1 25 | 5.3% | 19.5% | ||
| Q4 24 | 21.4% | 14.3% | ||
| Q3 24 | 28.2% | 18.9% | ||
| Q2 24 | 36.2% | 16.1% | ||
| Q1 24 | 3.8% | 13.4% |
资本支出强度CPRTUBER
| Q4 25 | 9.4% | 0.5% | ||
| Q3 25 | 7.8% | 0.7% | ||
| Q2 25 | 10.6% | 0.7% | ||
| Q1 25 | 10.0% | 0.6% | ||
| Q4 24 | 20.6% | 0.4% | ||
| Q3 24 | 12.9% | 0.4% | ||
| Q2 24 | 7.8% | 0.9% | ||
| Q1 24 | 12.1% | 0.6% |
现金转化率CPRTUBER
| Q4 25 | 1.33× | 9.74× | ||
| Q3 25 | 1.11× | 0.35× | ||
| Q2 25 | 1.72× | 1.89× | ||
| Q1 25 | 0.46× | 1.31× | ||
| Q4 24 | 1.33× | 0.25× | ||
| Q3 24 | 1.36× | 0.82× | ||
| Q2 24 | 1.30× | 1.79× | ||
| Q1 24 | 0.50× | — |
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% |
UBER
| Mobility | $8.2B | 57% |
| Delivery | $4.9B | 34% |
| Freight | $1.3B | 9% |
