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GROUP 1 AUTOMOTIVE INC(GPI)与摩根士丹利(MS)财务数据对比。点击上方公司名可切换其他公司
摩根士丹利的季度营收约是GROUP 1 AUTOMOTIVE INC的2.0倍($10.7B vs $5.4B),摩根士丹利净利率更高(52.6% vs 2.4%,领先50.2%),摩根士丹利同比增速更快(16.0% vs -1.8%),过去两年GROUP 1 AUTOMOTIVE INC的营收复合增速更高(7.3% vs -15.8%)
Group 1 Automotive Inc是《财富》300强跨国汽车零售商,在美国及英国设有汽车经销门店与碰撞维修中心,业务涵盖新旧乘用车、轻型卡车销售,配套金融服务办理、车辆维保及汽车零配件销售,截至2024年全球员工规模超2万人。
摩根士丹利是总部位于美国纽约曼哈顿中城百老汇1585号的跨国投资银行及金融服务提供商,在全球42个国家设有办事处,员工超8万名,服务客户涵盖企业、政府、机构及个人。2023年该公司位列美国财富500强第61位,同年位居福布斯全球2000强第30位。
GPI vs MS — 直观对比
营收规模更大
MS
是对方的2.0倍
$5.4B
营收增速更快
MS
高出17.8%
-1.8%
净利率更高
MS
高出50.2%
2.4%
两年增速更快
GPI
近两年复合增速
-15.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $10.7B |
| 净利润 | $130.2M | $5.6B |
| 毛利率 | 16.2% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 2.4% | 52.6% |
| 营收同比 | -1.8% | 16.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $10.82 | — |
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
GPI
MS
| Q1 26 | $5.4B | $10.7B | ||
| Q4 25 | $5.6B | $17.9B | ||
| Q3 25 | $5.8B | $18.2B | ||
| Q2 25 | $5.7B | $16.8B | ||
| Q1 25 | $5.5B | $17.7B | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.2B | $15.4B | ||
| Q2 24 | $4.7B | $15.0B |
净利润
GPI
MS
| Q1 26 | $130.2M | $5.6B | ||
| Q4 25 | $43.6M | $4.4B | ||
| Q3 25 | $13.0M | $4.6B | ||
| Q2 25 | $140.5M | $3.5B | ||
| Q1 25 | $128.1M | $4.3B | ||
| Q4 24 | $94.7M | — | ||
| Q3 24 | $117.3M | $3.2B | ||
| Q2 24 | $138.2M | $3.1B |
毛利率
GPI
MS
| Q1 26 | 16.2% | — | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 16.4% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 16.3% | — |
营业利润率
GPI
MS
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 32.2% | ||
| Q3 25 | 1.9% | 33.1% | ||
| Q2 25 | 4.4% | 27.5% | ||
| Q1 25 | 4.2% | 31.3% | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 4.4% | 27.4% | ||
| Q2 24 | 5.1% | 27.1% |
净利率
GPI
MS
| Q1 26 | 2.4% | 52.6% | ||
| Q4 25 | 0.8% | 24.6% | ||
| Q3 25 | 0.2% | 25.3% | ||
| Q2 25 | 2.5% | 21.1% | ||
| Q1 25 | 2.3% | 24.3% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 2.2% | 20.7% | ||
| Q2 24 | 2.9% | 20.5% |
每股收益(稀释后)
GPI
MS
| Q1 26 | $10.82 | — | ||
| Q4 25 | $3.75 | $2.68 | ||
| Q3 25 | $1.00 | $2.80 | ||
| Q2 25 | $10.82 | $2.13 | ||
| Q1 25 | $9.67 | $2.60 | ||
| Q4 24 | $7.15 | — | ||
| Q3 24 | $8.69 | $1.88 | ||
| Q2 24 | $10.17 | $1.82 |
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 | $41.7M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $5.1M |
| 总资产 | — | $1581.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
GPI
MS
| Q1 26 | $41.7M | — | ||
| Q4 25 | $32.5M | $111.7B | ||
| Q3 25 | $30.8M | $103.7B | ||
| Q2 25 | $52.7M | $109.1B | ||
| Q1 25 | $70.5M | $90.7B | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $58.7M | $91.1B | ||
| Q2 24 | $64.4M | $90.2B |
总债务
GPI
MS
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $341.7B | ||
| Q3 25 | $3.3B | $324.1B | ||
| Q2 25 | $3.1B | $320.1B | ||
| Q1 25 | $2.7B | $297.0B | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.7B | $291.2B | ||
| Q2 24 | $2.3B | $269.9B |
股东权益
GPI
MS
| Q1 26 | $2.8B | $5.1M | ||
| Q4 25 | $2.8B | $111.6B | ||
| Q3 25 | $3.1B | $110.0B | ||
| Q2 25 | $3.1B | $108.2B | ||
| Q1 25 | $3.0B | $106.8B | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.0B | $103.6B | ||
| Q2 24 | $2.9B | $100.7B |
总资产
GPI
MS
| Q1 26 | — | $1581.4B | ||
| Q4 25 | $10.3B | $1420.3B | ||
| Q3 25 | $10.4B | $1364.8B | ||
| Q2 25 | $10.2B | $1353.9B | ||
| Q1 25 | $9.9B | $1300.3B | ||
| Q4 24 | $9.8B | — | ||
| Q3 24 | $10.0B | $1258.0B | ||
| Q2 24 | $8.9B | $1212.4B |
负债/权益比
GPI
MS
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | 3.06× | ||
| Q3 25 | 1.06× | 2.95× | ||
| Q2 25 | 0.97× | 2.96× | ||
| Q1 25 | 0.89× | 2.78× | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 0.91× | 2.81× | ||
| Q2 24 | 0.80× | 2.68× |
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
GPI
| New vehicle retail sales | $2.6B | 47% |
| Used vehicle retail sales | $1.8B | 33% |
| Parts and service sales | $704.4M | 13% |
| Finance, insurance and other, net | $215.9M | 4% |
| Used vehicle wholesale sales | $149.5M | 3% |
MS
暂无分部数据