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Mister Car Wash, Inc.(MCW)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Mister Car Wash, Inc.的1.1倍($293.4M vs $261.2M)。Mister Car Wash, Inc.净利率更高(7.7% vs 3.8%,领先3.9%)。Mister Car Wash, Inc.同比增速更快(4.0% vs -4.0%)。MONRO, INC.自由现金流更多($9.1M vs $-16.8M)。过去两年Mister Car Wash, Inc.的营收复合增速更高(4.5% vs -2.7%)
棕熊洗车是总部位于美国华盛顿州的连锁洗车品牌,1957年在西雅图成立,截至2021年拥有49家门店,是美国排名第12位的大型洗车连锁企业,在当地洗车服务市场拥有较高的市场认可度。
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。
MCW vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.1倍
$261.2M
营收增速更快
MCW
高出8.1%
-4.0%
净利率更高
MCW
高出3.9%
3.8%
自由现金流更多
MNRO
多$25.9M
$-16.8M
两年增速更快
MCW
近两年复合增速
-2.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $261.2M | $293.4M |
| 净利润 | $20.1M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 15.8% | 6.3% |
| 净利率 | 7.7% | 3.8% |
| 营收同比 | 4.0% | -4.0% |
| 净利润同比 | 118.9% | 143.1% |
| 每股收益(稀释后) | $0.06 | $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
MCW
MNRO
| Q4 25 | $261.2M | $293.4M | ||
| Q3 25 | $263.4M | $288.9M | ||
| Q2 25 | $265.4M | $301.0M | ||
| Q1 25 | $261.7M | $295.0M | ||
| Q4 24 | $251.2M | $305.8M | ||
| Q3 24 | $249.3M | $301.4M | ||
| Q2 24 | $255.0M | $293.2M | ||
| Q1 24 | $239.2M | $310.1M |
净利润
MCW
MNRO
| Q4 25 | $20.1M | $11.1M | ||
| Q3 25 | $27.4M | $5.7M | ||
| Q2 25 | $28.6M | $-8.1M | ||
| Q1 25 | $27.0M | $-21.3M | ||
| Q4 24 | $9.2M | $4.6M | ||
| Q3 24 | $22.3M | $5.6M | ||
| Q2 24 | $22.1M | $5.9M | ||
| Q1 24 | $16.6M | $3.7M |
毛利率
MCW
MNRO
| 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
MCW
MNRO
| Q4 25 | 15.8% | 6.3% | ||
| Q3 25 | 19.7% | 4.4% | ||
| Q2 25 | 20.4% | -2.0% | ||
| Q1 25 | 20.2% | -8.1% | ||
| Q4 24 | 12.7% | 3.3% | ||
| Q3 24 | 19.9% | 4.4% | ||
| Q2 24 | 21.6% | 4.5% | ||
| Q1 24 | 17.8% | 3.3% |
净利率
MCW
MNRO
| Q4 25 | 7.7% | 3.8% | ||
| Q3 25 | 10.4% | 2.0% | ||
| Q2 25 | 10.8% | -2.7% | ||
| Q1 25 | 10.3% | -7.2% | ||
| Q4 24 | 3.7% | 1.5% | ||
| Q3 24 | 9.0% | 1.9% | ||
| Q2 24 | 8.7% | 2.0% | ||
| Q1 24 | 7.0% | 1.2% |
每股收益(稀释后)
MCW
MNRO
| Q4 25 | $0.06 | $0.35 | ||
| Q3 25 | $0.08 | $0.18 | ||
| Q2 25 | $0.09 | $-0.28 | ||
| Q1 25 | $0.08 | $-0.74 | ||
| Q4 24 | $0.02 | $0.15 | ||
| Q3 24 | $0.07 | $0.18 | ||
| Q2 24 | $0.07 | $0.19 | ||
| Q1 24 | $0.05 | $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 | $28.4M | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $1.1B | $604.9M |
| 总资产 | $3.2B | $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
MCW
MNRO
| Q4 25 | $28.4M | $4.9M | ||
| Q3 25 | $35.7M | $10.5M | ||
| Q2 25 | $26.4M | $7.8M | ||
| Q1 25 | $39.1M | $20.8M | ||
| Q4 24 | $67.5M | $10.2M | ||
| Q3 24 | $16.5M | $20.9M | ||
| Q2 24 | $3.6M | $18.7M | ||
| Q1 24 | $10.7M | $6.6M |
总债务
MCW
MNRO
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $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
MCW
MNRO
| Q4 25 | $1.1B | $604.9M | ||
| Q3 25 | $1.1B | $601.7M | ||
| Q2 25 | $1.1B | $604.9M | ||
| Q1 25 | $1.0B | $620.8M | ||
| Q4 24 | $998.4M | $648.9M | ||
| Q3 24 | $979.4M | $651.9M | ||
| Q2 24 | $949.4M | $654.4M | ||
| Q1 24 | $928.7M | $656.8M |
总资产
MCW
MNRO
| Q4 25 | $3.2B | $1.6B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $3.1B | $1.6B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.1B | $1.7B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B | ||
| Q1 24 | $2.9B | $1.7B |
负债/权益比
MCW
MNRO
| 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 | $60.0M | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $-16.8M | $9.1M |
| 自由现金流率自由现金流/营收 | -6.4% | 3.1% |
| 资本支出强度资本支出/营收 | 29.4% | 3.0% |
| 现金转化率经营现金流/净利润 | 2.99× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $30.3M | $49.6M |
8季度趋势,按日历期对齐
经营现金流
MCW
MNRO
| Q4 25 | $60.0M | $17.8M | ||
| Q3 25 | $91.4M | $32.3M | ||
| Q2 25 | $46.8M | $-1.9M | ||
| Q1 25 | $87.5M | $28.9M | ||
| Q4 24 | $49.8M | $14.8M | ||
| Q3 24 | $80.0M | $62.6M | ||
| Q2 24 | $60.9M | $25.6M | ||
| Q1 24 | $58.0M | $-5.3M |
自由现金流
MCW
MNRO
| Q4 25 | $-16.8M | $9.1M | ||
| Q3 25 | $25.8M | $26.6M | ||
| Q2 25 | $-11.2M | $-9.3M | ||
| Q1 25 | $32.5M | $23.2M | ||
| Q4 24 | $-20.4M | $7.9M | ||
| Q3 24 | $-16.8M | $57.6M | ||
| Q2 24 | $-20.4M | $16.8M | ||
| Q1 24 | $-23.9M | $-11.9M |
自由现金流率
MCW
MNRO
| Q4 25 | -6.4% | 3.1% | ||
| Q3 25 | 9.8% | 9.2% | ||
| Q2 25 | -4.2% | -3.1% | ||
| Q1 25 | 12.4% | 7.9% | ||
| Q4 24 | -8.1% | 2.6% | ||
| Q3 24 | -6.8% | 19.1% | ||
| Q2 24 | -8.0% | 5.7% | ||
| Q1 24 | -10.0% | -3.8% |
资本支出强度
MCW
MNRO
| Q4 25 | 29.4% | 3.0% | ||
| Q3 25 | 24.9% | 2.0% | ||
| Q2 25 | 21.9% | 2.5% | ||
| Q1 25 | 21.1% | 1.9% | ||
| Q4 24 | 27.9% | 2.2% | ||
| Q3 24 | 38.8% | 1.6% | ||
| Q2 24 | 31.9% | 3.0% | ||
| Q1 24 | 34.2% | 2.1% |
现金转化率
MCW
MNRO
| Q4 25 | 2.99× | 1.60× | ||
| Q3 25 | 3.33× | 5.71× | ||
| Q2 25 | 1.64× | — | ||
| Q1 25 | 3.24× | — | ||
| Q4 24 | 5.43× | 3.23× | ||
| Q3 24 | 3.58× | 11.08× | ||
| Q2 24 | 2.76× | 4.37× | ||
| Q1 24 | 3.49× | -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
MCW
| Transferred Over Time | $205.7M | 79% |
| Transferred At Point In Time | $55.2M | 21% |
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% |