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富兰克林电气(FELE)与MONRO, INC.(MNRO)财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是MONRO, INC.的1.7倍($500.4M vs $293.4M),富兰克林电气净利率更高(6.9% vs 3.8%,领先3.1%),富兰克林电气同比增速更快(9.9% vs -4.0%),过去两年MONRO, INC.的营收复合增速更高(-2.7% vs -4.0%)
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
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。
FELE vs MNRO — 直观对比
营收规模更大
FELE
是对方的1.7倍
$293.4M
营收增速更快
FELE
高出14.0%
-4.0%
净利率更高
FELE
高出3.1%
3.8%
两年增速更快
MNRO
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $500.4M | $293.4M |
| 净利润 | $34.7M | $11.1M |
| 毛利率 | 35.0% | 34.9% |
| 营业利润率 | 9.6% | 6.3% |
| 净利率 | 6.9% | 3.8% |
| 营收同比 | 9.9% | -4.0% |
| 净利润同比 | 10.6% | 143.1% |
| 每股收益(稀释后) | $0.77 | $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
FELE
MNRO
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $293.4M | ||
| Q3 25 | $581.7M | $288.9M | ||
| Q2 25 | $587.4M | $301.0M | ||
| Q1 25 | $455.2M | $295.0M | ||
| Q4 24 | $485.7M | $305.8M | ||
| Q3 24 | $531.4M | $301.4M | ||
| Q2 24 | $543.3M | $293.2M |
净利润
FELE
MNRO
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $11.1M | ||
| Q3 25 | $16.7M | $5.7M | ||
| Q2 25 | $60.1M | $-8.1M | ||
| Q1 25 | $31.0M | $-21.3M | ||
| Q4 24 | $33.7M | $4.6M | ||
| Q3 24 | $54.6M | $5.6M | ||
| Q2 24 | $59.1M | $5.9M |
毛利率
FELE
MNRO
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 34.9% | ||
| Q3 25 | 35.9% | 35.7% | ||
| Q2 25 | 36.1% | 35.5% | ||
| Q1 25 | 36.0% | 33.0% | ||
| Q4 24 | 33.8% | 34.3% | ||
| Q3 24 | 35.7% | 35.3% | ||
| Q2 24 | 36.8% | 37.2% |
营业利润率
FELE
MNRO
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 6.3% | ||
| Q3 25 | 14.6% | 4.4% | ||
| Q2 25 | 15.0% | -2.0% | ||
| Q1 25 | 9.7% | -8.1% | ||
| Q4 24 | 8.9% | 3.3% | ||
| Q3 24 | 13.8% | 4.4% | ||
| Q2 24 | 14.6% | 4.5% |
净利率
FELE
MNRO
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 3.8% | ||
| Q3 25 | 2.9% | 2.0% | ||
| Q2 25 | 10.2% | -2.7% | ||
| Q1 25 | 6.8% | -7.2% | ||
| Q4 24 | 6.9% | 1.5% | ||
| Q3 24 | 10.3% | 1.9% | ||
| Q2 24 | 10.9% | 2.0% |
每股收益(稀释后)
FELE
MNRO
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $0.35 | ||
| Q3 25 | $0.37 | $0.18 | ||
| Q2 25 | $1.31 | $-0.28 | ||
| Q1 25 | $0.67 | $-0.74 | ||
| Q4 24 | $0.73 | $0.15 | ||
| Q3 24 | $1.17 | $0.18 | ||
| Q2 24 | $1.26 | $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 | $80.4M | $4.9M |
| 总债务越低越好 | $134.4M | $45.0M |
| 股东权益账面价值 | $1.3B | $604.9M |
| 总资产 | $2.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.07× |
8季度趋势,按日历期对齐
现金及短期投资
FELE
MNRO
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $4.9M | ||
| Q3 25 | $102.9M | $10.5M | ||
| Q2 25 | $104.6M | $7.8M | ||
| Q1 25 | $84.0M | $20.8M | ||
| Q4 24 | $220.5M | $10.2M | ||
| Q3 24 | $106.3M | $20.9M | ||
| Q2 24 | $58.1M | $18.7M |
总债务
FELE
MNRO
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $45.0M | ||
| Q3 25 | $135.2M | $60.0M | ||
| Q2 25 | $14.5M | $71.5M | ||
| Q1 25 | $14.9M | $61.3M | ||
| Q4 24 | $11.6M | $59.3M | ||
| Q3 24 | $11.6M | $62.0M | ||
| Q2 24 | $87.2M | $112.0M |
股东权益
FELE
MNRO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $604.9M | ||
| Q3 25 | $1.3B | $601.7M | ||
| Q2 25 | $1.3B | $604.9M | ||
| Q1 25 | $1.3B | $620.8M | ||
| Q4 24 | $1.3B | $648.9M | ||
| Q3 24 | $1.3B | $651.9M | ||
| Q2 24 | $1.2B | $654.4M |
总资产
FELE
MNRO
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B |
负债/权益比
FELE
MNRO
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 0.07× | ||
| Q3 25 | 0.10× | 0.10× | ||
| Q2 25 | 0.01× | 0.12× | ||
| Q1 25 | 0.01× | 0.10× | ||
| Q4 24 | 0.01× | 0.09× | ||
| Q3 24 | 0.01× | 0.10× | ||
| Q2 24 | 0.07× | 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
FELE
MNRO
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $17.8M | ||
| Q3 25 | $102.7M | $32.3M | ||
| Q2 25 | $51.5M | $-1.9M | ||
| Q1 25 | $-19.5M | $28.9M | ||
| Q4 24 | $110.3M | $14.8M | ||
| Q3 24 | $116.1M | $62.6M | ||
| Q2 24 | $36.4M | $25.6M |
自由现金流
FELE
MNRO
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $9.1M | ||
| Q3 25 | $91.3M | $26.6M | ||
| Q2 25 | $39.9M | $-9.3M | ||
| Q1 25 | $-26.3M | $23.2M | ||
| Q4 24 | $97.5M | $7.9M | ||
| Q3 24 | $106.6M | $57.6M | ||
| Q2 24 | $26.1M | $16.8M |
自由现金流率
FELE
MNRO
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 3.1% | ||
| Q3 25 | 15.7% | 9.2% | ||
| Q2 25 | 6.8% | -3.1% | ||
| Q1 25 | -5.8% | 7.9% | ||
| Q4 24 | 20.1% | 2.6% | ||
| Q3 24 | 20.1% | 19.1% | ||
| Q2 24 | 4.8% | 5.7% |
资本支出强度
FELE
MNRO
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 3.0% | ||
| Q3 25 | 2.0% | 2.0% | ||
| Q2 25 | 2.0% | 2.5% | ||
| Q1 25 | 1.5% | 1.9% | ||
| Q4 24 | 2.6% | 2.2% | ||
| Q3 24 | 1.8% | 1.6% | ||
| Q2 24 | 1.9% | 3.0% |
现金转化率
FELE
MNRO
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 1.60× | ||
| Q3 25 | 6.14× | 5.71× | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | -0.63× | — | ||
| Q4 24 | 3.28× | 3.23× | ||
| Q3 24 | 2.13× | 11.08× | ||
| Q2 24 | 0.62× | 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
FELE
暂无分部数据
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% |