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MONRO, INC.（MNRO）与丰田北美（MPAA）财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是丰田北美的1.7倍（$293.4M vs $167.7M），MONRO, INC.净利率更高（3.8% vs 1.1%，领先2.7%），MONRO, INC.同比增速更快（-4.0% vs -9.9%），MONRO, INC.自由现金流更多（$9.1M vs $-8.6M），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -5.9%）
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。
丰田北美（TMNA）是丰田汽车旗下负责加拿大、墨西哥及美国全境业务的运营子公司，业务范围覆盖研发、生产制造、销售营销、售后及企业管理等板块，相关核心业务由TMNA统筹，部分板块由其他子公司及控股企业负责执行，公司总部位于得克萨斯州普莱诺，在肯塔基州乔治敦等多地设有分支机构。
MNRO vs MPAA — 直观对比
营收规模更大
MNRO
是对方的1.7倍
$167.7M
营收增速更快
MNRO
高出5.9%
-9.9%
净利率更高
MNRO
高出2.7%
1.1%
自由现金流更多
MNRO
多$17.8M
$-8.6M
两年增速更快
MNRO
近两年复合增速
-5.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $167.7M |
| 净利润 | $11.1M | $1.8M |
| 毛利率 | 34.9% | 19.6% |
| 营业利润率 | 6.3% | 5.0% |
| 净利率 | 3.8% | 1.1% |
| 营收同比 | -4.0% | -9.9% |
| 净利润同比 | 143.1% | -22.4% |
| 每股收益（稀释后） | $0.35 | $0.09 |
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MNROMPAA
| Q4 25 | $293.4M | $167.7M | ||
| Q3 25 | $288.9M | $221.5M | ||
| Q2 25 | $301.0M | $188.4M | ||
| Q1 25 | $295.0M | $193.1M | ||
| Q4 24 | $305.8M | $186.2M | ||
| Q3 24 | $301.4M | $208.2M | ||
| Q2 24 | $293.2M | $169.9M | ||
| Q1 24 | $310.1M | $189.5M |
净利润MNROMPAA
| Q4 25 | $11.1M | $1.8M | ||
| Q3 25 | $5.7M | $-2.1M | ||
| Q2 25 | $-8.1M | $3.0M | ||
| Q1 25 | $-21.3M | $-722.0K | ||
| Q4 24 | $4.6M | $2.3M | ||
| Q3 24 | $5.6M | $-3.0M | ||
| Q2 24 | $5.9M | $-18.1M | ||
| Q1 24 | $3.7M | $1.3M |
毛利率MNROMPAA
| Q4 25 | 34.9% | 19.6% | ||
| Q3 25 | 35.7% | 19.3% | ||
| Q2 25 | 35.5% | 18.0% | ||
| Q1 25 | 33.0% | 19.9% | ||
| Q4 24 | 34.3% | 24.1% | ||
| Q3 24 | 35.3% | 19.8% | ||
| Q2 24 | 37.2% | 17.2% | ||
| Q1 24 | 35.5% | 18.4% |
营业利润率MNROMPAA
| Q4 25 | 6.3% | 5.0% | ||
| Q3 25 | 4.4% | 7.4% | ||
| Q2 25 | -2.0% | 10.7% | ||
| Q1 25 | -8.1% | 8.4% | ||
| Q4 24 | 3.3% | 9.4% | ||
| Q3 24 | 4.4% | 6.0% | ||
| Q2 24 | 4.5% | -3.8% | ||
| Q1 24 | 3.3% | 6.4% |
净利率MNROMPAA
| Q4 25 | 3.8% | 1.1% | ||
| Q3 25 | 2.0% | -1.0% | ||
| Q2 25 | -2.7% | 1.6% | ||
| Q1 25 | -7.2% | -0.4% | ||
| Q4 24 | 1.5% | 1.2% | ||
| Q3 24 | 1.9% | -1.4% | ||
| Q2 24 | 2.0% | -10.6% | ||
| Q1 24 | 1.2% | 0.7% |
每股收益（稀释后）MNROMPAA
| Q4 25 | $0.35 | $0.09 | ||
| Q3 25 | $0.18 | $-0.11 | ||
| Q2 25 | $-0.28 | $0.15 | ||
| Q1 25 | $-0.74 | $-0.03 | ||
| Q4 24 | $0.15 | $0.11 | ||
| Q3 24 | $0.18 | $-0.15 | ||
| Q2 24 | $0.19 | $-0.92 | ||
| Q1 24 | $0.12 | $0.06 |
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 | $4.9M | $19.6M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $258.5M |
| 总资产 | $1.6B | $991.3M |
| 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MNROMPAA
| Q4 25 | $4.9M | $19.6M | ||
| Q3 25 | $10.5M | $17.7M | ||
| Q2 25 | $7.8M | $14.5M | ||
| Q1 25 | $20.8M | $11.3M | ||
| Q4 24 | $10.2M | $12.7M | ||
| Q3 24 | $20.9M | $12.3M | ||
| Q2 24 | $18.7M | $9.4M | ||
| Q1 24 | $6.6M | $15.8M |
总债务MNROMPAA
| 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MNROMPAA
| Q4 25 | $604.9M | $258.5M | ||
| Q3 25 | $601.7M | $258.5M | ||
| Q2 25 | $604.9M | $260.1M | ||
| Q1 25 | $620.8M | $257.7M | ||
| Q4 24 | $648.9M | $262.7M | ||
| Q3 24 | $651.9M | $264.0M | ||
| Q2 24 | $654.4M | $267.2M | ||
| Q1 24 | $656.8M | $285.1M |
总资产MNROMPAA
| Q4 25 | $1.6B | $991.3M | ||
| Q3 25 | $1.6B | $990.0M | ||
| Q2 25 | $1.6B | $973.4M | ||
| Q1 25 | $1.6B | $957.6M | ||
| Q4 24 | $1.7B | $949.5M | ||
| Q3 24 | $1.7B | $986.2M | ||
| Q2 24 | $1.7B | $978.0M | ||
| Q1 24 | $1.7B | $1.0B |
负债/权益比MNROMPAA
| 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 | $17.8M | $-8.2M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $-8.6M |
| 自由现金流率自由现金流/营收 | 3.1% | -5.2% |
| 资本支出强度资本支出/营收 | 3.0% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.60× | -4.63× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $27.7M |
8季度趋势，按日历期对齐
经营现金流MNROMPAA
| Q4 25 | $17.8M | $-8.2M | ||
| Q3 25 | $32.3M | $21.9M | ||
| Q2 25 | $-1.9M | $10.0M | ||
| Q1 25 | $28.9M | $9.1M | ||
| Q4 24 | $14.8M | $34.4M | ||
| Q3 24 | $62.6M | $22.9M | ||
| Q2 24 | $25.6M | $-20.8M | ||
| Q1 24 | $-5.3M | $-9.3M |
自由现金流MNROMPAA
| Q4 25 | $9.1M | $-8.6M | ||
| Q3 25 | $26.6M | $20.8M | ||
| Q2 25 | $-9.3M | $9.2M | ||
| Q1 25 | $23.2M | $6.2M | ||
| Q4 24 | $7.9M | $33.7M | ||
| Q3 24 | $57.6M | $22.3M | ||
| Q2 24 | $16.8M | $-21.3M | ||
| Q1 24 | $-11.9M | $-9.8M |
自由现金流率MNROMPAA
| Q4 25 | 3.1% | -5.2% | ||
| Q3 25 | 9.2% | 9.4% | ||
| Q2 25 | -3.1% | 4.9% | ||
| Q1 25 | 7.9% | 3.2% | ||
| Q4 24 | 2.6% | 18.1% | ||
| Q3 24 | 19.1% | 10.7% | ||
| Q2 24 | 5.7% | -12.6% | ||
| Q1 24 | -3.8% | -5.2% |
资本支出强度MNROMPAA
| Q4 25 | 3.0% | 0.2% | ||
| Q3 25 | 2.0% | 0.5% | ||
| Q2 25 | 2.5% | 0.4% | ||
| Q1 25 | 1.9% | 1.5% | ||
| Q4 24 | 2.2% | 0.4% | ||
| Q3 24 | 1.6% | 0.3% | ||
| Q2 24 | 3.0% | 0.3% | ||
| Q1 24 | 2.1% | 0.3% |
现金转化率MNROMPAA
| Q4 25 | 1.60× | -4.63× | ||
| Q3 25 | 5.71× | — | ||
| Q2 25 | — | 3.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | 15.00× | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | — | ||
| Q1 24 | -1.42× | -6.93× |
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
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% |
MPAA
| Reportable Segment Aggregation Before Other Operating Segment | $156.3M | 93% |
| Other | $11.4M | 7% |
