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8X8 INC(EGHT)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8X8 INC的1.6倍($293.4M vs $185.1M),MONRO, INC.净利率更高(3.8% vs 2.8%,领先1.0%),8X8 INC同比增速更快(3.4% vs -4.0%),8X8 INC自由现金流更多($19.1M vs $9.1M),过去两年8X8 INC的营收复合增速更高(1.6% vs -2.7%)
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商,依托云架构为企业提供统一通信、呼叫中心及通信平台即服务(CPaaS)等产品方案,公司总部位于加利福尼亚州坎贝尔,其股票在纳斯达克交易所挂牌交易。
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。
EGHT vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.6倍
$185.1M
营收增速更快
EGHT
高出7.5%
-4.0%
净利率更高
MNRO
高出1.0%
2.8%
自由现金流更多
EGHT
多$10.0M
$9.1M
两年增速更快
EGHT
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $293.4M |
| 净利润 | $5.1M | $11.1M |
| 毛利率 | 63.9% | 34.9% |
| 营业利润率 | 5.2% | 6.3% |
| 净利率 | 2.8% | 3.8% |
| 营收同比 | 3.4% | -4.0% |
| 净利润同比 | 68.4% | 143.1% |
| 每股收益(稀释后) | $0.04 | $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
EGHT
MNRO
| Q4 25 | $185.1M | $293.4M | ||
| Q3 25 | $184.1M | $288.9M | ||
| Q2 25 | $181.4M | $301.0M | ||
| Q1 25 | $177.0M | $295.0M | ||
| Q4 24 | $178.9M | $305.8M | ||
| Q3 24 | $181.0M | $301.4M | ||
| Q2 24 | $178.1M | $293.2M | ||
| Q1 24 | $179.4M | $310.1M |
净利润
EGHT
MNRO
| Q4 25 | $5.1M | $11.1M | ||
| Q3 25 | $767.0K | $5.7M | ||
| Q2 25 | $-4.3M | $-8.1M | ||
| Q1 25 | $-5.4M | $-21.3M | ||
| Q4 24 | $3.0M | $4.6M | ||
| Q3 24 | $-14.5M | $5.6M | ||
| Q2 24 | $-10.3M | $5.9M | ||
| Q1 24 | $-23.6M | $3.7M |
毛利率
EGHT
MNRO
| Q4 25 | 63.9% | 34.9% | ||
| Q3 25 | 64.8% | 35.7% | ||
| Q2 25 | 66.4% | 35.5% | ||
| Q1 25 | 67.8% | 33.0% | ||
| Q4 24 | 67.7% | 34.3% | ||
| Q3 24 | 68.1% | 35.3% | ||
| Q2 24 | 67.9% | 37.2% | ||
| Q1 24 | 68.2% | 35.5% |
营业利润率
EGHT
MNRO
| Q4 25 | 5.2% | 6.3% | ||
| Q3 25 | 2.9% | 4.4% | ||
| Q2 25 | 0.3% | -2.0% | ||
| Q1 25 | 0.2% | -8.1% | ||
| Q4 24 | 5.0% | 3.3% | ||
| Q3 24 | 4.0% | 4.4% | ||
| Q2 24 | -0.8% | 4.5% | ||
| Q1 24 | -7.9% | 3.3% |
净利率
EGHT
MNRO
| Q4 25 | 2.8% | 3.8% | ||
| Q3 25 | 0.4% | 2.0% | ||
| Q2 25 | -2.4% | -2.7% | ||
| Q1 25 | -3.1% | -7.2% | ||
| Q4 24 | 1.7% | 1.5% | ||
| Q3 24 | -8.0% | 1.9% | ||
| Q2 24 | -5.8% | 2.0% | ||
| Q1 24 | -13.1% | 1.2% |
每股收益(稀释后)
EGHT
MNRO
| Q4 25 | $0.04 | $0.35 | ||
| Q3 25 | $0.01 | $0.18 | ||
| Q2 25 | $-0.03 | $-0.28 | ||
| Q1 25 | $-0.04 | $-0.74 | ||
| Q4 24 | $0.02 | $0.15 | ||
| Q3 24 | $-0.11 | $0.18 | ||
| Q2 24 | $-0.08 | $0.19 | ||
| Q1 24 | $-0.20 | $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 | $86.9M | $4.9M |
| 总债务越低越好 | $321.2M | $45.0M |
| 股东权益账面价值 | $142.9M | $604.9M |
| 总资产 | $661.5M | $1.6B |
| 负债/权益比越低杠杆越低 | 2.25× | 0.07× |
8季度趋势,按日历期对齐
现金及短期投资
EGHT
MNRO
| Q4 25 | $86.9M | $4.9M | ||
| Q3 25 | $75.9M | $10.5M | ||
| Q2 25 | $81.3M | $7.8M | ||
| Q1 25 | $88.0M | $20.8M | ||
| Q4 24 | $104.2M | $10.2M | ||
| Q3 24 | $117.4M | $20.9M | ||
| Q2 24 | $130.8M | $18.7M | ||
| Q1 24 | $117.3M | $6.6M |
总债务
EGHT
MNRO
| Q4 25 | $321.2M | $45.0M | ||
| Q3 25 | $325.8M | $60.0M | ||
| Q2 25 | $335.4M | $71.5M | ||
| Q1 25 | $350.0M | $61.3M | ||
| Q4 24 | $364.5M | $59.3M | ||
| Q3 24 | $396.9M | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | $409.7M | $102.0M |
股东权益
EGHT
MNRO
| Q4 25 | $142.9M | $604.9M | ||
| Q3 25 | $133.2M | $601.7M | ||
| Q2 25 | $128.2M | $604.9M | ||
| Q1 25 | $122.2M | $620.8M | ||
| Q4 24 | $113.0M | $648.9M | ||
| Q3 24 | $109.8M | $651.9M | ||
| Q2 24 | $104.6M | $654.4M | ||
| Q1 24 | $102.0M | $656.8M |
总资产
EGHT
MNRO
| Q4 25 | $661.5M | $1.6B | ||
| Q3 25 | $670.8M | $1.6B | ||
| Q2 25 | $684.3M | $1.6B | ||
| Q1 25 | $683.2M | $1.6B | ||
| Q4 24 | $698.2M | $1.7B | ||
| Q3 24 | $740.1M | $1.7B | ||
| Q2 24 | $755.7M | $1.7B | ||
| Q1 24 | $756.0M | $1.7B |
负债/权益比
EGHT
MNRO
| Q4 25 | 2.25× | 0.07× | ||
| Q3 25 | 2.45× | 0.10× | ||
| Q2 25 | 2.62× | 0.12× | ||
| Q1 25 | 2.86× | 0.10× | ||
| Q4 24 | 3.23× | 0.09× | ||
| Q3 24 | 3.61× | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | 4.02× | 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 | $20.7M | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $9.1M |
| 自由现金流率自由现金流/营收 | 10.3% | 3.1% |
| 资本支出强度资本支出/营收 | 0.9% | 3.0% |
| 现金转化率经营现金流/净利润 | 4.07× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $43.8M | $49.6M |
8季度趋势,按日历期对齐
经营现金流
EGHT
MNRO
| Q4 25 | $20.7M | $17.8M | ||
| Q3 25 | $8.8M | $32.3M | ||
| Q2 25 | $11.9M | $-1.9M | ||
| Q1 25 | $5.9M | $28.9M | ||
| Q4 24 | $27.2M | $14.8M | ||
| Q3 24 | $12.3M | $62.6M | ||
| Q2 24 | $18.1M | $25.6M | ||
| Q1 24 | $12.7M | $-5.3M |
自由现金流
EGHT
MNRO
| Q4 25 | $19.1M | $9.1M | ||
| Q3 25 | $7.7M | $26.6M | ||
| Q2 25 | $11.5M | $-9.3M | ||
| Q1 25 | $5.5M | $23.2M | ||
| Q4 24 | $26.8M | $7.9M | ||
| Q3 24 | $11.1M | $57.6M | ||
| Q2 24 | $17.8M | $16.8M | ||
| Q1 24 | $12.3M | $-11.9M |
自由现金流率
EGHT
MNRO
| Q4 25 | 10.3% | 3.1% | ||
| Q3 25 | 4.2% | 9.2% | ||
| Q2 25 | 6.3% | -3.1% | ||
| Q1 25 | 3.1% | 7.9% | ||
| Q4 24 | 15.0% | 2.6% | ||
| Q3 24 | 6.1% | 19.1% | ||
| Q2 24 | 10.0% | 5.7% | ||
| Q1 24 | 6.9% | -3.8% |
资本支出强度
EGHT
MNRO
| Q4 25 | 0.9% | 3.0% | ||
| Q3 25 | 0.6% | 2.0% | ||
| Q2 25 | 0.2% | 2.5% | ||
| Q1 25 | 0.2% | 1.9% | ||
| Q4 24 | 0.3% | 2.2% | ||
| Q3 24 | 0.7% | 1.6% | ||
| Q2 24 | 0.2% | 3.0% | ||
| Q1 24 | 0.2% | 2.1% |
现金转化率
EGHT
MNRO
| Q4 25 | 4.07× | 1.60× | ||
| Q3 25 | 11.52× | 5.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | 3.23× | ||
| Q3 24 | — | 11.08× | ||
| Q2 24 | — | 4.37× | ||
| Q1 24 | — | -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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
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% |