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慧与（EFSC）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.的季度营收约是慧与的1.6倍（$293.4M vs $185.2M），慧与净利率更高（26.6% vs 3.8%，领先22.9%），过去两年慧与的营收复合增速更高（9.0% vs -2.7%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
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。
EFSC vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.6倍
$185.2M
净利率更高
EFSC
高出22.9%
3.8%
两年增速更快
EFSC
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $293.4M |
| 净利润 | $49.4M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | — | 6.3% |
| 净利率 | 26.6% | 3.8% |
| 营收同比 | — | -4.0% |
| 净利润同比 | -1.2% | 143.1% |
| 每股收益（稀释后） | $1.30 | $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EFSCMNRO
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $293.4M | ||
| Q3 25 | $206.9M | $288.9M | ||
| Q2 25 | $173.4M | $301.0M | ||
| Q1 25 | $166.0M | $295.0M | ||
| Q4 24 | $167.0M | $305.8M | ||
| Q3 24 | $164.9M | $301.4M | ||
| Q2 24 | $156.0M | $293.2M |
净利润EFSCMNRO
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $11.1M | ||
| Q3 25 | $45.2M | $5.7M | ||
| Q2 25 | $51.4M | $-8.1M | ||
| Q1 25 | $50.0M | $-21.3M | ||
| Q4 24 | $48.8M | $4.6M | ||
| Q3 24 | $50.6M | $5.6M | ||
| Q2 24 | $45.4M | $5.9M |
毛利率EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% |
营业利润率EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 6.3% | ||
| Q3 25 | 42.9% | 4.4% | ||
| Q2 25 | 37.0% | -2.0% | ||
| Q1 25 | 36.8% | -8.1% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 38.1% | 4.4% | ||
| Q2 24 | 36.7% | 4.5% |
净利率EFSCMNRO
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | 3.8% | ||
| Q3 25 | 21.9% | 2.0% | ||
| Q2 25 | 29.6% | -2.7% | ||
| Q1 25 | 30.1% | -7.2% | ||
| Q4 24 | 29.2% | 1.5% | ||
| Q3 24 | 30.7% | 1.9% | ||
| Q2 24 | 29.1% | 2.0% |
每股收益（稀释后）EFSCMNRO
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $0.35 | ||
| Q3 25 | $1.19 | $0.18 | ||
| Q2 25 | $1.36 | $-0.28 | ||
| Q1 25 | $1.31 | $-0.74 | ||
| Q4 24 | $1.27 | $0.15 | ||
| Q3 24 | $1.32 | $0.18 | ||
| Q2 24 | $1.19 | $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 | — | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $2.1B | $604.9M |
| 总资产 | $17.3B | $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EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $4.9M | ||
| Q3 25 | — | $10.5M | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $20.8M | ||
| Q4 24 | — | $10.2M | ||
| Q3 24 | — | $20.9M | ||
| Q2 24 | — | $18.7M |
总债务EFSCMNRO
| 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EFSCMNRO
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $604.9M | ||
| Q3 25 | $2.0B | $601.7M | ||
| Q2 25 | $1.9B | $604.9M | ||
| Q1 25 | $1.9B | $620.8M | ||
| Q4 24 | $1.8B | $648.9M | ||
| Q3 24 | $1.8B | $651.9M | ||
| Q2 24 | $1.8B | $654.4M |
总资产EFSCMNRO
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $1.6B | ||
| Q3 25 | $16.4B | $1.6B | ||
| Q2 25 | $16.1B | $1.6B | ||
| Q1 25 | $15.7B | $1.6B | ||
| Q4 24 | $15.6B | $1.7B | ||
| Q3 24 | $15.0B | $1.7B | ||
| Q2 24 | $14.6B | $1.7B |
负债/权益比EFSCMNRO
| 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 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 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EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $17.8M | ||
| Q3 25 | $49.4M | $32.3M | ||
| Q2 25 | $61.3M | $-1.9M | ||
| Q1 25 | $40.0M | $28.9M | ||
| Q4 24 | $247.4M | $14.8M | ||
| Q3 24 | $89.0M | $62.6M | ||
| Q2 24 | $76.5M | $25.6M |
自由现金流EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $9.1M | ||
| Q3 25 | $47.1M | $26.6M | ||
| Q2 25 | $59.0M | $-9.3M | ||
| Q1 25 | $35.6M | $23.2M | ||
| Q4 24 | $239.9M | $7.9M | ||
| Q3 24 | $88.2M | $57.6M | ||
| Q2 24 | $74.7M | $16.8M |
自由现金流率EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 3.1% | ||
| Q3 25 | 22.8% | 9.2% | ||
| Q2 25 | 34.0% | -3.1% | ||
| Q1 25 | 21.5% | 7.9% | ||
| Q4 24 | 143.7% | 2.6% | ||
| Q3 24 | 53.5% | 19.1% | ||
| Q2 24 | 47.9% | 5.7% |
资本支出强度EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 3.0% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 1.3% | 2.5% | ||
| Q1 25 | 2.7% | 1.9% | ||
| Q4 24 | 4.5% | 2.2% | ||
| Q3 24 | 0.5% | 1.6% | ||
| Q2 24 | 1.1% | 3.0% |
现金转化率EFSCMNRO
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | 1.60× | ||
| Q3 25 | 1.09× | 5.71× | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | 3.23× | ||
| Q3 24 | 1.76× | 11.08× | ||
| Q2 24 | 1.68× | 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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
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% |
