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MONRO, INC.（MNRO）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.3倍（$293.4M vs $219.9M），MONRO, INC.净利率更高（3.8% vs -1.0%，领先4.8%），Orthofix Medical Inc.同比增速更快（2.0% vs -4.0%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $9.1M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
MNRO vs OFIX — 直观对比
营收规模更大
MNRO
是对方的1.3倍
$219.9M
营收增速更快
OFIX
高出6.0%
-4.0%
净利率更高
MNRO
高出4.8%
-1.0%
自由现金流更多
OFIX
多$7.7M
$9.1M
两年增速更快
OFIX
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $219.9M |
| 净利润 | $11.1M | $-2.2M |
| 毛利率 | 34.9% | 71.1% |
| 营业利润率 | 6.3% | 0.2% |
| 净利率 | 3.8% | -1.0% |
| 营收同比 | -4.0% | 2.0% |
| 净利润同比 | 143.1% | 92.4% |
| 每股收益（稀释后） | $0.35 | $-0.05 |
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MNROOFIX
| Q4 25 | $293.4M | $219.9M | ||
| Q3 25 | $288.9M | $205.6M | ||
| Q2 25 | $301.0M | $203.1M | ||
| Q1 25 | $295.0M | $193.6M | ||
| Q4 24 | $305.8M | $215.7M | ||
| Q3 24 | $301.4M | $196.6M | ||
| Q2 24 | $293.2M | $198.6M | ||
| Q1 24 | $310.1M | $188.6M |
净利润MNROOFIX
| Q4 25 | $11.1M | $-2.2M | ||
| Q3 25 | $5.7M | $-22.8M | ||
| Q2 25 | $-8.1M | $-14.1M | ||
| Q1 25 | $-21.3M | $-53.1M | ||
| Q4 24 | $4.6M | $-29.1M | ||
| Q3 24 | $5.6M | $-27.4M | ||
| Q2 24 | $5.9M | $-33.4M | ||
| Q1 24 | $3.7M | $-36.0M |
毛利率MNROOFIX
| Q4 25 | 34.9% | 71.1% | ||
| Q3 25 | 35.7% | 72.2% | ||
| Q2 25 | 35.5% | 68.7% | ||
| Q1 25 | 33.0% | 62.8% | ||
| Q4 24 | 34.3% | 69.0% | ||
| Q3 24 | 35.3% | 68.7% | ||
| Q2 24 | 37.2% | 67.8% | ||
| Q1 24 | 35.5% | 67.5% |
营业利润率MNROOFIX
| Q4 25 | 6.3% | 0.2% | ||
| Q3 25 | 4.4% | -8.3% | ||
| Q2 25 | -2.0% | -7.9% | ||
| Q1 25 | -8.1% | -25.2% | ||
| Q4 24 | 3.3% | -5.3% | ||
| Q3 24 | 4.4% | -9.6% | ||
| Q2 24 | 4.5% | -12.5% | ||
| Q1 24 | 3.3% | -15.6% |
净利率MNROOFIX
| Q4 25 | 3.8% | -1.0% | ||
| Q3 25 | 2.0% | -11.1% | ||
| Q2 25 | -2.7% | -6.9% | ||
| Q1 25 | -7.2% | -27.4% | ||
| Q4 24 | 1.5% | -13.5% | ||
| Q3 24 | 1.9% | -13.9% | ||
| Q2 24 | 2.0% | -16.8% | ||
| Q1 24 | 1.2% | -19.1% |
每股收益（稀释后）MNROOFIX
| Q4 25 | $0.35 | $-0.05 | ||
| Q3 25 | $0.18 | $-0.57 | ||
| Q2 25 | $-0.28 | $-0.36 | ||
| Q1 25 | $-0.74 | $-1.35 | ||
| Q4 24 | $0.15 | $-0.76 | ||
| Q3 24 | $0.18 | $-0.71 | ||
| Q2 24 | $0.19 | $-0.88 | ||
| Q1 24 | $0.12 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $450.0M |
| 总资产 | $1.6B | $850.6M |
| 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MNROOFIX
| Q4 25 | $4.9M | $82.0M | ||
| Q3 25 | $10.5M | $62.9M | ||
| Q2 25 | $7.8M | $65.6M | ||
| Q1 25 | $20.8M | $58.0M | ||
| Q4 24 | $10.2M | $83.2M | ||
| Q3 24 | $20.9M | $30.1M | ||
| Q2 24 | $18.7M | $26.4M | ||
| Q1 24 | $6.6M | $27.0M |
总债务MNROOFIX
| Q4 25 | $45.0M | — | ||
| Q3 25 | $60.0M | $157.2M | ||
| Q2 25 | $71.5M | $157.0M | ||
| Q1 25 | $61.3M | $156.9M | ||
| Q4 24 | $59.3M | $157.0M | ||
| Q3 24 | $62.0M | $118.5M | ||
| Q2 24 | $112.0M | $118.0M | ||
| Q1 24 | $102.0M | $118.2M |
股东权益MNROOFIX
| Q4 25 | $604.9M | $450.0M | ||
| Q3 25 | $601.7M | $442.5M | ||
| Q2 25 | $604.9M | $458.3M | ||
| Q1 25 | $620.8M | $458.3M | ||
| Q4 24 | $648.9M | $503.1M | ||
| Q3 24 | $651.9M | $525.9M | ||
| Q2 24 | $654.4M | $546.0M | ||
| Q1 24 | $656.8M | $570.3M |
总资产MNROOFIX
| Q4 25 | $1.6B | $850.6M | ||
| Q3 25 | $1.6B | $832.6M | ||
| Q2 25 | $1.6B | $837.2M | ||
| Q1 25 | $1.6B | $823.1M | ||
| Q4 24 | $1.7B | $893.3M | ||
| Q3 24 | $1.7B | $867.9M | ||
| Q2 24 | $1.7B | $882.0M | ||
| Q1 24 | $1.7B | $906.0M |
负债/权益比MNROOFIX
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.10× | 0.36× | ||
| Q2 25 | 0.12× | 0.34× | ||
| Q1 25 | 0.10× | 0.34× | ||
| Q4 24 | 0.09× | 0.31× | ||
| Q3 24 | 0.10× | 0.23× | ||
| Q2 24 | 0.17× | 0.22× | ||
| Q1 24 | 0.16× | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $16.8M |
| 自由现金流率自由现金流/营收 | 3.1% | 7.6% |
| 资本支出强度资本支出/营收 | 3.0% | 4.9% |
| 现金转化率经营现金流/净利润 | 1.60× | — |
| 过去12个月自由现金流最近4个季度 | $49.6M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流MNROOFIX
| Q4 25 | $17.8M | $27.7M | ||
| Q3 25 | $32.3M | $12.4M | ||
| Q2 25 | $-1.9M | $11.6M | ||
| Q1 25 | $28.9M | $-18.4M | ||
| Q4 24 | $14.8M | $23.7M | ||
| Q3 24 | $62.6M | $11.7M | ||
| Q2 24 | $25.6M | $9.0M | ||
| Q1 24 | $-5.3M | $-18.6M |
自由现金流MNROOFIX
| Q4 25 | $9.1M | $16.8M | ||
| Q3 25 | $26.6M | $2.5M | ||
| Q2 25 | $-9.3M | $4.5M | ||
| Q1 25 | $23.2M | $-25.1M | ||
| Q4 24 | $7.9M | $15.2M | ||
| Q3 24 | $57.6M | $6.3M | ||
| Q2 24 | $16.8M | $-360.0K | ||
| Q1 24 | $-11.9M | $-29.1M |
自由现金流率MNROOFIX
| Q4 25 | 3.1% | 7.6% | ||
| Q3 25 | 9.2% | 1.2% | ||
| Q2 25 | -3.1% | 2.2% | ||
| Q1 25 | 7.9% | -13.0% | ||
| Q4 24 | 2.6% | 7.0% | ||
| Q3 24 | 19.1% | 3.2% | ||
| Q2 24 | 5.7% | -0.2% | ||
| Q1 24 | -3.8% | -15.4% |
资本支出强度MNROOFIX
| Q4 25 | 3.0% | 4.9% | ||
| Q3 25 | 2.0% | 4.8% | ||
| Q2 25 | 2.5% | 3.5% | ||
| Q1 25 | 1.9% | 3.5% | ||
| Q4 24 | 2.2% | 4.0% | ||
| Q3 24 | 1.6% | 2.7% | ||
| Q2 24 | 3.0% | 4.7% | ||
| Q1 24 | 2.1% | 5.6% |
现金转化率MNROOFIX
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | — | ||
| Q1 24 | -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
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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
