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MONRO, INC.（MNRO）与National Storage Affiliates Trust（NSA）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National Storage Affiliates Trust的1.6倍（$293.4M vs $187.0M），National Storage Affiliates Trust净利率更高（12.2% vs 3.8%，领先8.4%），National Storage Affiliates Trust同比增速更快（-1.6% vs -4.0%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $9.1M），过去两年National Storage Affiliates Trust的营收复合增速更高（-2.4% vs -2.7%）
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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
MNRO vs NSA — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $187.0M |
| 净利润 | $11.1M | $22.9M |
| 毛利率 | 34.9% | 72.5% |
| 营业利润率 | 6.3% | 20.2% |
| 净利率 | 3.8% | 12.2% |
| 营收同比 | -4.0% | -1.6% |
| 净利润同比 | 143.1% | 36.8% |
| 每股收益（稀释后） | $0.35 | $0.23 |
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
| Q4 25 | $293.4M | $187.0M | ||
| Q3 25 | $288.9M | $188.7M | ||
| Q2 25 | $301.0M | $188.8M | ||
| Q1 25 | $295.0M | $188.4M | ||
| Q4 24 | $305.8M | $190.1M | ||
| Q3 24 | $301.4M | $193.6M | ||
| Q2 24 | $293.2M | $190.4M | ||
| Q1 24 | $310.1M | $196.1M |
| Q4 25 | $11.1M | $22.9M | ||
| Q3 25 | $5.7M | $18.4M | ||
| Q2 25 | $-8.1M | $19.5M | ||
| Q1 25 | $-21.3M | $13.0M | ||
| Q4 24 | $4.6M | $16.7M | ||
| Q3 24 | $5.6M | $18.7M | ||
| Q2 24 | $5.9M | $17.1M | ||
| Q1 24 | $3.7M | $59.0M |
| Q4 25 | 34.9% | 72.5% | ||
| Q3 25 | 35.7% | 70.7% | ||
| Q2 25 | 35.5% | 70.5% | ||
| Q1 25 | 33.0% | 70.7% | ||
| Q4 24 | 34.3% | 72.5% | ||
| Q3 24 | 35.3% | 72.8% | ||
| Q2 24 | 37.2% | 72.6% | ||
| Q1 24 | 35.5% | 72.1% |
| Q4 25 | 6.3% | 20.2% | ||
| Q3 25 | 4.4% | 15.8% | ||
| Q2 25 | -2.0% | 16.5% | ||
| Q1 25 | -8.1% | 11.0% | ||
| Q4 24 | 3.3% | 14.5% | ||
| Q3 24 | 4.4% | 15.8% | ||
| Q2 24 | 4.5% | 17.2% | ||
| Q1 24 | 3.3% | 48.9% |
| Q4 25 | 3.8% | 12.2% | ||
| Q3 25 | 2.0% | 9.8% | ||
| Q2 25 | -2.7% | 10.3% | ||
| Q1 25 | -7.2% | 6.9% | ||
| Q4 24 | 1.5% | 8.8% | ||
| Q3 24 | 1.9% | 9.7% | ||
| Q2 24 | 2.0% | 9.0% | ||
| Q1 24 | 1.2% | 30.1% |
| Q4 25 | $0.35 | $0.23 | ||
| Q3 25 | $0.18 | $0.17 | ||
| Q2 25 | $-0.28 | $0.19 | ||
| Q1 25 | $-0.74 | $0.10 | ||
| Q4 24 | $0.15 | $0.19 | ||
| Q3 24 | $0.18 | $0.18 | ||
| Q2 24 | $0.19 | $0.16 | ||
| Q1 24 | $0.12 | $0.65 |
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 | $23.3M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $946.0M |
| 总资产 | $1.6B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.07× | — |
8季度趋势，按日历期对齐
| Q4 25 | $4.9M | $23.3M | ||
| Q3 25 | $10.5M | $26.3M | ||
| Q2 25 | $7.8M | $26.1M | ||
| Q1 25 | $20.8M | $19.3M | ||
| Q4 24 | $10.2M | $50.4M | ||
| Q3 24 | $20.9M | $69.9M | ||
| Q2 24 | $18.7M | $59.0M | ||
| Q1 24 | $6.6M | $64.2M |
| 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 | — |
| Q4 25 | $604.9M | $946.0M | ||
| Q3 25 | $601.7M | $973.1M | ||
| Q2 25 | $604.9M | $1.0B | ||
| Q1 25 | $620.8M | $1.0B | ||
| Q4 24 | $648.9M | $1.1B | ||
| Q3 24 | $651.9M | $986.9M | ||
| Q2 24 | $654.4M | $1.2B | ||
| Q1 24 | $656.8M | $1.3B |
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $5.2B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.7B | $5.4B | ||
| Q3 24 | $1.7B | $5.4B | ||
| Q2 24 | $1.7B | $5.3B | ||
| Q1 24 | $1.7B | $5.4B |
| 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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $299.8M |
| 自由现金流率自由现金流/营收 | 3.1% | 160.3% |
| 资本支出强度资本支出/营收 | 3.0% | 20.7% |
| 现金转化率经营现金流/净利润 | 1.60× | 14.79× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $541.5M |
8季度趋势，按日历期对齐
| Q4 25 | $17.8M | $338.5M | ||
| Q3 25 | $32.3M | $100.2M | ||
| Q2 25 | $-1.9M | $79.9M | ||
| Q1 25 | $28.9M | $85.6M | ||
| Q4 24 | $14.8M | $363.1M | ||
| Q3 24 | $62.6M | $105.7M | ||
| Q2 24 | $25.6M | $83.2M | ||
| Q1 24 | $-5.3M | $94.0M |
| Q4 25 | $9.1M | $299.8M | ||
| Q3 25 | $26.6M | $88.0M | ||
| Q2 25 | $-9.3M | $73.8M | ||
| Q1 25 | $23.2M | $79.9M | ||
| Q4 24 | $7.9M | $344.4M | ||
| Q3 24 | $57.6M | $101.8M | ||
| Q2 24 | $16.8M | $79.5M | ||
| Q1 24 | $-11.9M | $88.6M |
| Q4 25 | 3.1% | 160.3% | ||
| Q3 25 | 9.2% | 46.6% | ||
| Q2 25 | -3.1% | 39.1% | ||
| Q1 25 | 7.9% | 42.4% | ||
| Q4 24 | 2.6% | 181.2% | ||
| Q3 24 | 19.1% | 52.6% | ||
| Q2 24 | 5.7% | 41.7% | ||
| Q1 24 | -3.8% | 45.2% |
| Q4 25 | 3.0% | 20.7% | ||
| Q3 25 | 2.0% | 6.5% | ||
| Q2 25 | 2.5% | 3.2% | ||
| Q1 25 | 1.9% | 3.0% | ||
| Q4 24 | 2.2% | 9.8% | ||
| Q3 24 | 1.6% | 2.0% | ||
| Q2 24 | 3.0% | 1.9% | ||
| Q1 24 | 2.1% | 2.7% |
| Q4 25 | 1.60× | 14.79× | ||
| Q3 25 | 5.71× | 5.44× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | 3.23× | 21.70× | ||
| Q3 24 | 11.08× | 5.65× | ||
| Q2 24 | 4.37× | 4.88× | ||
| Q1 24 | -1.42× | 1.59× |
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% |
NSA
暂无分部数据
