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EVgo Inc.（EVGO）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EVgo Inc.的2.5倍（$293.4M vs $118.5M）。MONRO, INC.净利率更高（3.8% vs -4.1%，领先7.9%）。EVgo Inc.同比增速更快（75.5% vs -4.0%）。MONRO, INC.自由现金流更多（$9.1M vs $-38.1M）。过去两年EVgo Inc.的营收复合增速更高（46.6% vs -2.7%）
EVgo Inc.是美国知名的电动汽车快充网络运营商，截至2023年8月，公司已布局超过950个充电站点，覆盖美国35个州，旗下充电桩兼容全球各大主流车企的电动汽车。
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。
EVGO vs MNRO — 直观对比
营收规模更大
MNRO
是对方的2.5倍
$118.5M
营收增速更快
EVGO
高出79.5%
-4.0%
净利率更高
MNRO
高出7.9%
-4.1%
自由现金流更多
MNRO
多$47.2M
$-38.1M
两年增速更快
EVGO
近两年复合增速
-2.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $118.5M | $293.4M |
| 净利润 | $-4.8M | $11.1M |
| 毛利率 | 38.0% | 34.9% |
| 营业利润率 | -10.4% | 6.3% |
| 净利率 | -4.1% | 3.8% |
| 营收同比 | 75.5% | -4.0% |
| 净利润同比 | 61.1% | 143.1% |
| 每股收益（稀释后） | $-0.03 | $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EVGOMNRO
| Q4 25 | $118.5M | $293.4M | ||
| Q3 25 | $92.3M | $288.9M | ||
| Q2 25 | $98.0M | $301.0M | ||
| Q1 25 | $75.3M | $295.0M | ||
| Q4 24 | $67.5M | $305.8M | ||
| Q3 24 | $67.5M | $301.4M | ||
| Q2 24 | $66.6M | $293.2M | ||
| Q1 24 | $55.2M | $310.1M |
净利润EVGOMNRO
| Q4 25 | $-4.8M | $11.1M | ||
| Q3 25 | $-12.4M | $5.7M | ||
| Q2 25 | $-13.0M | $-8.1M | ||
| Q1 25 | $-11.4M | $-21.3M | ||
| Q4 24 | $-12.4M | $4.6M | ||
| Q3 24 | $-11.7M | $5.6M | ||
| Q2 24 | $-10.4M | $5.9M | ||
| Q1 24 | $-9.8M | $3.7M |
毛利率EVGOMNRO
| Q4 25 | 38.0% | 34.9% | ||
| Q3 25 | 13.6% | 35.7% | ||
| Q2 25 | 14.2% | 35.5% | ||
| Q1 25 | 12.4% | 33.0% | ||
| Q4 24 | 14.5% | 34.3% | ||
| Q3 24 | 9.4% | 35.3% | ||
| Q2 24 | 9.6% | 37.2% | ||
| Q1 24 | 12.4% | 35.5% |
营业利润率EVGOMNRO
| Q4 25 | -10.4% | 6.3% | ||
| Q3 25 | -36.9% | 4.4% | ||
| Q2 25 | -31.4% | -2.0% | ||
| Q1 25 | -44.4% | -8.1% | ||
| Q4 24 | -51.9% | 3.3% | ||
| Q3 24 | -47.1% | 4.4% | ||
| Q2 24 | -48.6% | 4.5% | ||
| Q1 24 | -58.7% | 3.3% |
净利率EVGOMNRO
| Q4 25 | -4.1% | 3.8% | ||
| Q3 25 | -13.4% | 2.0% | ||
| Q2 25 | -13.3% | -2.7% | ||
| Q1 25 | -15.1% | -7.2% | ||
| Q4 24 | -18.4% | 1.5% | ||
| Q3 24 | -17.3% | 1.9% | ||
| Q2 24 | -15.6% | 2.0% | ||
| Q1 24 | -17.8% | 1.2% |
每股收益（稀释后）EVGOMNRO
| Q4 25 | $-0.03 | $0.35 | ||
| Q3 25 | $-0.09 | $0.18 | ||
| Q2 25 | $-0.10 | $-0.28 | ||
| Q1 25 | $-0.09 | $-0.74 | ||
| Q4 24 | $-0.11 | $0.15 | ||
| Q3 24 | $-0.11 | $0.18 | ||
| Q2 24 | $-0.10 | $0.19 | ||
| Q1 24 | $-0.09 | $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 | $151.0M | $4.9M |
| 总债务越低越好 | $206.5M | $45.0M |
| 股东权益账面价值 | $-116.9M | $604.9M |
| 总资产 | $964.8M | $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EVGOMNRO
| Q4 25 | $151.0M | $4.9M | ||
| Q3 25 | $181.3M | $10.5M | ||
| Q2 25 | $154.5M | $7.8M | ||
| Q1 25 | $150.0M | $20.8M | ||
| Q4 24 | $117.3M | $10.2M | ||
| Q3 24 | $141.9M | $20.9M | ||
| Q2 24 | $162.3M | $18.7M | ||
| Q1 24 | $175.1M | $6.6M |
总债务EVGOMNRO
| Q4 25 | $206.5M | $45.0M | ||
| Q3 25 | $157.3M | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
股东权益EVGOMNRO
| Q4 25 | $-116.9M | $604.9M | ||
| Q3 25 | $-428.1M | $601.7M | ||
| Q2 25 | $-230.1M | $604.9M | ||
| Q1 25 | $-36.8M | $620.8M | ||
| Q4 24 | $-256.1M | $648.9M | ||
| Q3 24 | $-344.8M | $651.9M | ||
| Q2 24 | $13.6M | $654.4M | ||
| Q1 24 | $25.7M | $656.8M |
总资产EVGOMNRO
| Q4 25 | $964.8M | $1.6B | ||
| Q3 25 | $931.8M | $1.6B | ||
| Q2 25 | $864.7M | $1.6B | ||
| Q1 25 | $856.0M | $1.6B | ||
| Q4 24 | $803.8M | $1.7B | ||
| Q3 24 | $791.7M | $1.7B | ||
| Q2 24 | $785.3M | $1.7B | ||
| Q1 24 | $787.5M | $1.7B |
负债/权益比EVGOMNRO
| 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× | ||
| Q1 24 | — | 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 | $11.3M | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | $9.1M |
| 自由现金流率自由现金流/营收 | -32.2% | 3.1% |
| 资本支出强度资本支出/营收 | 41.7% | 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 | $-124.4M | $49.6M |
8季度趋势，按日历期对齐
经营现金流EVGOMNRO
| Q4 25 | $11.3M | $17.8M | ||
| Q3 25 | $-22.8M | $32.3M | ||
| Q2 25 | $14.1M | $-1.9M | ||
| Q1 25 | $-10.2M | $28.9M | ||
| Q4 24 | $-12.8M | $14.8M | ||
| Q3 24 | $12.1M | $62.6M | ||
| Q2 24 | $7.6M | $25.6M | ||
| Q1 24 | $-14.1M | $-5.3M |
自由现金流EVGOMNRO
| Q4 25 | $-38.1M | $9.1M | ||
| Q3 25 | $-49.0M | $26.6M | ||
| Q2 25 | $-12.1M | $-9.3M | ||
| Q1 25 | $-25.2M | $23.2M | ||
| Q4 24 | $-36.5M | $7.9M | ||
| Q3 24 | $-13.7M | $57.6M | ||
| Q2 24 | $-16.6M | $16.8M | ||
| Q1 24 | $-35.2M | $-11.9M |
自由现金流率EVGOMNRO
| Q4 25 | -32.2% | 3.1% | ||
| Q3 25 | -53.1% | 9.2% | ||
| Q2 25 | -12.4% | -3.1% | ||
| Q1 25 | -33.5% | 7.9% | ||
| Q4 24 | -54.1% | 2.6% | ||
| Q3 24 | -20.3% | 19.1% | ||
| Q2 24 | -25.0% | 5.7% | ||
| Q1 24 | -63.7% | -3.8% |
资本支出强度EVGOMNRO
| Q4 25 | 41.7% | 3.0% | ||
| Q3 25 | 28.3% | 2.0% | ||
| Q2 25 | 26.7% | 2.5% | ||
| Q1 25 | 19.9% | 1.9% | ||
| Q4 24 | 35.1% | 2.2% | ||
| Q3 24 | 38.3% | 1.6% | ||
| Q2 24 | 36.3% | 3.0% | ||
| Q1 24 | 38.2% | 2.1% |
现金转化率EVGOMNRO
| Q4 25 | — | 1.60× | ||
| Q3 25 | — | 5.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
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% |
