vs
IBEX Ltd（IBEX）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IBEX Ltd的1.8倍（$293.4M vs $164.2M），IBEX Ltd净利率更高（7.4% vs 3.8%，领先3.6%），IBEX Ltd同比增速更快（16.7% vs -4.0%），MONRO, INC.自由现金流更多（$9.1M vs $-5.1M），过去两年IBEX Ltd的营收复合增速更高（13.8% vs -2.7%）
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数，该指数始创于1992年，由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制，涵盖马德里证券交易所流动性最高的35只西班牙股票，每年进行两次成分股调整。
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。
IBEX vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.8倍
$164.2M
营收增速更快
IBEX
高出20.8%
-4.0%
净利率更高
IBEX
高出3.6%
3.8%
自由现金流更多
MNRO
多$14.2M
$-5.1M
两年增速更快
IBEX
近两年复合增速
-2.7%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $164.2M | $293.4M |
| 净利润 | $12.2M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 9.3% | 6.3% |
| 净利率 | 7.4% | 3.8% |
| 营收同比 | 16.7% | -4.0% |
| 净利润同比 | 31.8% | 143.1% |
| 每股收益（稀释后） | $0.83 | $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IBEXMNRO
| Q4 25 | $164.2M | $293.4M | ||
| Q3 25 | $151.2M | $288.9M | ||
| Q2 25 | $147.1M | $301.0M | ||
| Q1 25 | $140.7M | $295.0M | ||
| Q4 24 | $140.7M | $305.8M | ||
| Q3 24 | $129.7M | $301.4M | ||
| Q2 24 | $124.5M | $293.2M | ||
| Q1 24 | $126.8M | $310.1M |
净利润IBEXMNRO
| Q4 25 | $12.2M | $11.1M | ||
| Q3 25 | $12.0M | $5.7M | ||
| Q2 25 | $9.6M | $-8.1M | ||
| Q1 25 | $10.5M | $-21.3M | ||
| Q4 24 | $9.3M | $4.6M | ||
| Q3 24 | $7.5M | $5.6M | ||
| Q2 24 | $9.8M | $5.9M | ||
| Q1 24 | $10.3M | $3.7M |
毛利率IBEXMNRO
| 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% | ||
| Q1 24 | — | 35.5% |
营业利润率IBEXMNRO
| Q4 25 | 9.3% | 6.3% | ||
| Q3 25 | 9.1% | 4.4% | ||
| Q2 25 | 8.3% | -2.0% | ||
| Q1 25 | 9.5% | -8.1% | ||
| Q4 24 | 8.5% | 3.3% | ||
| Q3 24 | 7.0% | 4.4% | ||
| Q2 24 | 10.3% | 4.5% | ||
| Q1 24 | 8.9% | 3.3% |
净利率IBEXMNRO
| Q4 25 | 7.4% | 3.8% | ||
| Q3 25 | 8.0% | 2.0% | ||
| Q2 25 | 6.5% | -2.7% | ||
| Q1 25 | 7.4% | -7.2% | ||
| Q4 24 | 6.6% | 1.5% | ||
| Q3 24 | 5.8% | 1.9% | ||
| Q2 24 | 7.9% | 2.0% | ||
| Q1 24 | 8.1% | 1.2% |
每股收益（稀释后）IBEXMNRO
| Q4 25 | $0.83 | $0.35 | ||
| Q3 25 | $0.82 | $0.18 | ||
| Q2 25 | $0.63 | $-0.28 | ||
| Q1 25 | $0.73 | $-0.74 | ||
| Q4 24 | $0.57 | $0.15 | ||
| Q3 24 | $0.43 | $0.18 | ||
| Q2 24 | $0.55 | $0.19 | ||
| Q1 24 | $0.57 | $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 | $15.5M | $4.9M |
| 总债务越低越好 | $594.0K | $45.0M |
| 股东权益账面价值 | $154.5M | $604.9M |
| 总资产 | $295.8M | $1.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资IBEXMNRO
| Q4 25 | $15.5M | $4.9M | ||
| Q3 25 | $22.7M | $10.5M | ||
| Q2 25 | $15.3M | $7.8M | ||
| Q1 25 | $13.0M | $20.8M | ||
| Q4 24 | $20.2M | $10.2M | ||
| Q3 24 | $62.3M | $20.9M | ||
| Q2 24 | $62.7M | $18.7M | ||
| Q1 24 | $50.7M | $6.6M |
总债务IBEXMNRO
| Q4 25 | $594.0K | $45.0M | ||
| Q3 25 | $726.0K | $60.0M | ||
| Q2 25 | $796.0K | $71.5M | ||
| Q1 25 | $735.0K | $61.3M | ||
| Q4 24 | $695.0K | $59.3M | ||
| Q3 24 | $802.0K | $62.0M | ||
| Q2 24 | $867.0K | $112.0M | ||
| Q1 24 | $820.0K | $102.0M |
股东权益IBEXMNRO
| Q4 25 | $154.5M | $604.9M | ||
| Q3 25 | $143.6M | $601.7M | ||
| Q2 25 | $134.3M | $604.9M | ||
| Q1 25 | $124.2M | $620.8M | ||
| Q4 24 | $108.9M | $648.9M | ||
| Q3 24 | $171.1M | $651.9M | ||
| Q2 24 | $165.8M | $654.4M | ||
| Q1 24 | $159.3M | $656.8M |
总资产IBEXMNRO
| Q4 25 | $295.8M | $1.6B | ||
| Q3 25 | $283.9M | $1.6B | ||
| Q2 25 | $273.2M | $1.6B | ||
| Q1 25 | $274.7M | $1.6B | ||
| Q4 24 | $272.5M | $1.7B | ||
| Q3 24 | $306.3M | $1.7B | ||
| Q2 24 | $293.9M | $1.7B | ||
| Q1 24 | $289.6M | $1.7B |
负债/权益比IBEXMNRO
| Q4 25 | 0.00× | 0.07× | ||
| Q3 25 | 0.01× | 0.10× | ||
| Q2 25 | 0.01× | 0.12× | ||
| Q1 25 | 0.01× | 0.10× | ||
| Q4 24 | 0.01× | 0.09× | ||
| Q3 24 | 0.00× | 0.10× | ||
| Q2 24 | 0.01× | 0.17× | ||
| Q1 24 | 0.01× | 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 | $6.6M | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $-5.1M | $9.1M |
| 自由现金流率自由现金流/营收 | -3.1% | 3.1% |
| 资本支出强度资本支出/营收 | 7.1% | 3.0% |
| 现金转化率经营现金流/净利润 | 0.54× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $29.3M | $49.6M |
8季度趋势，按日历期对齐
经营现金流IBEXMNRO
| Q4 25 | $6.6M | $17.8M | ||
| Q3 25 | $15.7M | $32.3M | ||
| Q2 25 | $27.9M | $-1.9M | ||
| Q1 25 | $8.8M | $28.9M | ||
| Q4 24 | $1.1M | $14.8M | ||
| Q3 24 | $7.8M | $62.6M | ||
| Q2 24 | $17.4M | $25.6M | ||
| Q1 24 | $11.4M | $-5.3M |
自由现金流IBEXMNRO
| Q4 25 | $-5.1M | $9.1M | ||
| Q3 25 | $8.0M | $26.6M | ||
| Q2 25 | $22.8M | $-9.3M | ||
| Q1 25 | $3.6M | $23.2M | ||
| Q4 24 | $-3.2M | $7.9M | ||
| Q3 24 | $4.1M | $57.6M | ||
| Q2 24 | $15.2M | $16.8M | ||
| Q1 24 | $9.7M | $-11.9M |
自由现金流率IBEXMNRO
| Q4 25 | -3.1% | 3.1% | ||
| Q3 25 | 5.3% | 9.2% | ||
| Q2 25 | 15.5% | -3.1% | ||
| Q1 25 | 2.5% | 7.9% | ||
| Q4 24 | -2.3% | 2.6% | ||
| Q3 24 | 3.2% | 19.1% | ||
| Q2 24 | 12.2% | 5.7% | ||
| Q1 24 | 7.7% | -3.8% |
资本支出强度IBEXMNRO
| Q4 25 | 7.1% | 3.0% | ||
| Q3 25 | 5.1% | 2.0% | ||
| Q2 25 | 3.5% | 2.5% | ||
| Q1 25 | 3.7% | 1.9% | ||
| Q4 24 | 3.1% | 2.2% | ||
| Q3 24 | 2.8% | 1.6% | ||
| Q2 24 | 1.8% | 3.0% | ||
| Q1 24 | 1.3% | 2.1% |
现金转化率IBEXMNRO
| Q4 25 | 0.54× | 1.60× | ||
| Q3 25 | 1.30× | 5.71× | ||
| Q2 25 | 2.91× | — | ||
| Q1 25 | 0.84× | — | ||
| Q4 24 | 0.12× | 3.23× | ||
| Q3 24 | 1.03× | 11.08× | ||
| Q2 24 | 1.77× | 4.37× | ||
| Q1 24 | 1.11× | -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
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 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% |
