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易贝（EBAY）与LKQ Corporation（LKQ）财务数据对比。点击上方公司名可切换其他公司
LKQ Corporation的季度营收约是易贝的1.0倍（$3.0B vs $3.0B），易贝净利率更高（17.8% vs 2.2%，领先15.6%），易贝同比增速更快（15.0% vs -9.2%），易贝自由现金流更多（$478.0M vs $274.0M），过去两年易贝的营收复合增速更高（7.7% vs -9.3%）
eBay是总部位于美国加利福尼亚州圣何塞的跨国电商企业，1995年9月由皮埃尔·奥米迪亚创立。其业务覆盖全球190个市场，旗下线上平台支持拍卖及“立即购买”两种销售模式，消费者可便捷选购各类商品，平台会在卖家完成交易后收取相应佣金。
LKQ Corporation是来自美国的汽车及其他车辆替代性、特种零配件供应商，主营业务为各类车辆维修、改装所需的替换系统、组件、设备及零配件销售，服务覆盖乘用车、卡车、休闲车、性能车等多种车型，业务网络遍及北美、欧洲及中国台湾地区。
EBAY vs LKQ — 直观对比
营收规模更大
LKQ
是对方的1.0倍
$3.0B
营收增速更快
EBAY
高出24.2%
-9.2%
净利率更高
EBAY
高出15.6%
2.2%
自由现金流更多
EBAY
多$204.0M
$274.0M
两年增速更快
EBAY
近两年复合增速
-9.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.0B |
| 净利润 | $528.0M | $66.0M |
| 毛利率 | 71.4% | 37.2% |
| 营业利润率 | 20.3% | 3.9% |
| 净利率 | 17.8% | 2.2% |
| 营收同比 | 15.0% | -9.2% |
| 净利润同比 | -22.2% | -58.0% |
| 每股收益（稀释后） | $1.14 | $0.25 |
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EBAYLKQ
| Q4 25 | $3.0B | $3.0B | ||
| Q3 25 | $2.8B | $3.5B | ||
| Q2 25 | $2.7B | $3.6B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.6B | $3.4B | ||
| Q3 24 | $2.6B | $3.6B | ||
| Q2 24 | $2.6B | $3.7B | ||
| Q1 24 | $2.6B | $3.7B |
净利润EBAYLKQ
| Q4 25 | $528.0M | $66.0M | ||
| Q3 25 | $632.0M | $180.0M | ||
| Q2 25 | $368.0M | $193.0M | ||
| Q1 25 | $503.0M | $169.0M | ||
| Q4 24 | $679.0M | $157.0M | ||
| Q3 24 | $634.0M | $192.0M | ||
| Q2 24 | $224.0M | $186.0M | ||
| Q1 24 | $438.0M | $158.0M |
毛利率EBAYLKQ
| Q4 25 | 71.4% | 37.2% | ||
| Q3 25 | 70.9% | 38.3% | ||
| Q2 25 | 71.6% | 38.8% | ||
| Q1 25 | 72.0% | 39.8% | ||
| Q4 24 | 72.2% | 39.5% | ||
| Q3 24 | 71.8% | 38.9% | ||
| Q2 24 | 71.4% | 38.8% | ||
| Q1 24 | 72.6% | 39.2% |
营业利润率EBAYLKQ
| Q4 25 | 20.3% | 3.9% | ||
| Q3 25 | 20.4% | 7.8% | ||
| Q2 25 | 17.7% | 8.6% | ||
| Q1 25 | 23.8% | 8.3% | ||
| Q4 24 | 21.1% | 8.1% | ||
| Q3 24 | 23.1% | 8.6% | ||
| Q2 24 | 21.3% | 8.9% | ||
| Q1 24 | 24.7% | 7.8% |
净利率EBAYLKQ
| Q4 25 | 17.8% | 2.2% | ||
| Q3 25 | 22.4% | 5.1% | ||
| Q2 25 | 13.5% | 5.3% | ||
| Q1 25 | 19.5% | 4.9% | ||
| Q4 24 | 26.3% | 4.7% | ||
| Q3 24 | 24.6% | 5.4% | ||
| Q2 24 | 8.7% | 5.0% | ||
| Q1 24 | 17.1% | 4.3% |
每股收益（稀释后）EBAYLKQ
| Q4 25 | $1.14 | $0.25 | ||
| Q3 25 | $1.35 | $0.70 | ||
| Q2 25 | $0.79 | $0.75 | ||
| Q1 25 | $1.06 | $0.65 | ||
| Q4 24 | $1.35 | $0.60 | ||
| Q3 24 | $1.29 | $0.73 | ||
| Q2 24 | $0.45 | $0.70 | ||
| Q1 24 | $0.85 | $0.59 |
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 | $1.9B | $319.0M |
| 总债务越低越好 | $6.0B | — |
| 股东权益账面价值 | $4.6B | $6.5B |
| 总资产 | $17.6B | $15.1B |
| 负债/权益比越低杠杆越低 | 1.30× | — |
8季度趋势，按日历期对齐
现金及短期投资EBAYLKQ
| Q4 25 | $1.9B | $319.0M | ||
| Q3 25 | $2.4B | $289.0M | ||
| Q2 25 | $2.1B | $289.0M | ||
| Q1 25 | $3.1B | $227.0M | ||
| Q4 24 | $2.4B | $234.0M | ||
| Q3 24 | $1.6B | $353.0M | ||
| Q2 24 | $2.0B | $276.0M | ||
| Q1 24 | $2.1B | $344.0M |
总债务EBAYLKQ
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $5.8B | — | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $6.2B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.2B | — |
股东权益EBAYLKQ
| Q4 25 | $4.6B | $6.5B | ||
| Q3 25 | $4.7B | $6.6B | ||
| Q2 25 | $4.7B | $6.5B | ||
| Q1 25 | $5.0B | $6.2B | ||
| Q4 24 | $5.2B | $6.0B | ||
| Q3 24 | $5.4B | $6.2B | ||
| Q2 24 | $5.5B | $6.1B | ||
| Q1 24 | $6.3B | $6.2B |
总资产EBAYLKQ
| Q4 25 | $17.6B | $15.1B | ||
| Q3 25 | $17.8B | $15.6B | ||
| Q2 25 | $18.0B | $15.9B | ||
| Q1 25 | $19.0B | $15.5B | ||
| Q4 24 | $19.4B | $15.0B | ||
| Q3 24 | $19.9B | $15.5B | ||
| Q2 24 | $20.4B | $15.2B | ||
| Q1 24 | $21.4B | $15.3B |
负债/权益比EBAYLKQ
| Q4 25 | 1.30× | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.12× | — | ||
| Q1 24 | 0.98× | — |
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 | $595.0M | $330.0M |
| 自由现金流经营现金流 - 资本支出 | $478.0M | $274.0M |
| 自由现金流率自由现金流/营收 | 16.1% | 9.0% |
| 资本支出强度资本支出/营收 | 3.9% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.13× | 5.00× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $847.0M |
8季度趋势，按日历期对齐
经营现金流EBAYLKQ
| Q4 25 | $595.0M | $330.0M | ||
| Q3 25 | $934.0M | $440.0M | ||
| Q2 25 | $-307.0M | $296.0M | ||
| Q1 25 | $787.0M | $-3.0M | ||
| Q4 24 | $677.0M | $235.0M | ||
| Q3 24 | $755.0M | $420.0M | ||
| Q2 24 | $367.0M | $213.0M | ||
| Q1 24 | $615.0M | $253.0M |
自由现金流EBAYLKQ
| Q4 25 | $478.0M | $274.0M | ||
| Q3 25 | $803.0M | $387.0M | ||
| Q2 25 | $-441.0M | $243.0M | ||
| Q1 25 | $644.0M | $-57.0M | ||
| Q4 24 | $560.0M | $149.0M | ||
| Q3 24 | $646.0M | $341.0M | ||
| Q2 24 | $278.0M | $133.0M | ||
| Q1 24 | $472.0M | $187.0M |
自由现金流率EBAYLKQ
| Q4 25 | 16.1% | 9.0% | ||
| Q3 25 | 28.5% | 11.1% | ||
| Q2 25 | -16.2% | 6.7% | ||
| Q1 25 | 24.9% | -1.6% | ||
| Q4 24 | 21.7% | 4.4% | ||
| Q3 24 | 25.1% | 9.5% | ||
| Q2 24 | 10.8% | 3.6% | ||
| Q1 24 | 18.5% | 5.0% |
资本支出强度EBAYLKQ
| Q4 25 | 3.9% | 1.8% | ||
| Q3 25 | 4.6% | 1.5% | ||
| Q2 25 | 4.9% | 1.5% | ||
| Q1 25 | 5.5% | 1.6% | ||
| Q4 24 | 4.5% | 2.6% | ||
| Q3 24 | 4.2% | 2.2% | ||
| Q2 24 | 3.5% | 2.2% | ||
| Q1 24 | 5.6% | 1.8% |
现金转化率EBAYLKQ
| Q4 25 | 1.13× | 5.00× | ||
| Q3 25 | 1.48× | 2.44× | ||
| Q2 25 | -0.83× | 1.53× | ||
| Q1 25 | 1.56× | -0.02× | ||
| Q4 24 | 1.00× | 1.50× | ||
| Q3 24 | 1.19× | 2.19× | ||
| Q2 24 | 1.64× | 1.15× | ||
| Q1 24 | 1.40× | 1.60× |
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
EBAY
| Marketplace Revenues | $2.4B | 82% |
| Advertising Revenues | $544.0M | 18% |
LKQ
| Partsand Services Domain | $1.3B | 42% |
| Other | $1.2B | 40% |
| DE | $463.0M | 15% |
| Other Revenue | $85.0M | 3% |
