vs
MONRO, INC.（MNRO）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是MONRO, INC.的1.7倍（$513.3M vs $293.4M），OUTFRONT Media Inc.净利率更高（18.9% vs 3.8%，领先15.1%），OUTFRONT Media Inc.同比增速更快（4.1% vs -4.0%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $9.1M），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% 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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
MNRO vs OUT — 直观对比
营收规模更大
OUT
是对方的1.7倍
$293.4M
营收增速更快
OUT
高出8.1%
-4.0%
净利率更高
OUT
高出15.1%
3.8%
自由现金流更多
OUT
多$84.2M
$9.1M
两年增速更快
OUT
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $513.3M |
| 净利润 | $11.1M | $96.8M |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | 26.0% |
| 净利率 | 3.8% | 18.9% |
| 营收同比 | -4.0% | 4.1% |
| 净利润同比 | 143.1% | 30.8% |
| 每股收益（稀释后） | $0.35 | $0.57 |
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MNROOUT
| Q4 25 | $293.4M | $513.3M | ||
| Q3 25 | $288.9M | $467.5M | ||
| Q2 25 | $301.0M | $460.2M | ||
| Q1 25 | $295.0M | $390.7M | ||
| Q4 24 | $305.8M | $493.2M | ||
| Q3 24 | $301.4M | $451.9M | ||
| Q2 24 | $293.2M | $477.3M | ||
| Q1 24 | $310.1M | $408.5M |
净利润MNROOUT
| Q4 25 | $11.1M | $96.8M | ||
| Q3 25 | $5.7M | $51.3M | ||
| Q2 25 | $-8.1M | $19.5M | ||
| Q1 25 | $-21.3M | $-20.6M | ||
| Q4 24 | $4.6M | $74.0M | ||
| Q3 24 | $5.6M | $34.6M | ||
| Q2 24 | $5.9M | $176.8M | ||
| Q1 24 | $3.7M | $-27.2M |
毛利率MNROOUT
| 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MNROOUT
| Q4 25 | 6.3% | 26.0% | ||
| Q3 25 | 4.4% | 19.2% | ||
| Q2 25 | -2.0% | 12.2% | ||
| Q1 25 | -8.1% | 3.6% | ||
| Q4 24 | 3.3% | 22.5% | ||
| Q3 24 | 4.4% | 15.8% | ||
| Q2 24 | 4.5% | 48.0% | ||
| Q1 24 | 3.3% | 3.4% |
净利率MNROOUT
| Q4 25 | 3.8% | 18.9% | ||
| Q3 25 | 2.0% | 11.0% | ||
| Q2 25 | -2.7% | 4.2% | ||
| Q1 25 | -7.2% | -5.3% | ||
| Q4 24 | 1.5% | 15.0% | ||
| Q3 24 | 1.9% | 7.7% | ||
| Q2 24 | 2.0% | 37.0% | ||
| Q1 24 | 1.2% | -6.7% |
每股收益（稀释后）MNROOUT
| Q4 25 | $0.35 | $0.57 | ||
| Q3 25 | $0.18 | $0.29 | ||
| Q2 25 | $-0.28 | $0.10 | ||
| Q1 25 | $-0.74 | $-0.14 | ||
| Q4 24 | $0.15 | $0.49 | ||
| Q3 24 | $0.18 | $0.19 | ||
| Q2 24 | $0.19 | $1.01 | ||
| Q1 24 | $0.12 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $710.4M |
| 总资产 | $1.6B | $5.3B |
| 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MNROOUT
| Q4 25 | $4.9M | $99.9M | ||
| Q3 25 | $10.5M | $63.0M | ||
| Q2 25 | $7.8M | $28.5M | ||
| Q1 25 | $20.8M | $30.5M | ||
| Q4 24 | $10.2M | $46.9M | ||
| Q3 24 | $20.9M | $28.0M | ||
| Q2 24 | $18.7M | $49.6M | ||
| Q1 24 | $6.6M | $42.4M |
总债务MNROOUT
| 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MNROOUT
| Q4 25 | $604.9M | $710.4M | ||
| Q3 25 | $601.7M | $542.6M | ||
| Q2 25 | $604.9M | $539.1M | ||
| Q1 25 | $620.8M | $566.9M | ||
| Q4 24 | $648.9M | $649.0M | ||
| Q3 24 | $651.9M | $618.2M | ||
| Q2 24 | $654.4M | $664.9M | ||
| Q1 24 | $656.8M | $524.2M |
总资产MNROOUT
| Q4 25 | $1.6B | $5.3B | ||
| Q3 25 | $1.6B | $5.2B | ||
| Q2 25 | $1.6B | $5.1B | ||
| Q1 25 | $1.6B | $5.1B | ||
| Q4 24 | $1.7B | $5.2B | ||
| Q3 24 | $1.7B | $5.2B | ||
| Q2 24 | $1.7B | $5.3B | ||
| Q1 24 | $1.7B | $5.5B |
负债/权益比MNROOUT
| 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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $93.3M |
| 自由现金流率自由现金流/营收 | 3.1% | 18.2% |
| 资本支出强度资本支出/营收 | 3.0% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.60× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $218.8M |
8季度趋势，按日历期对齐
经营现金流MNROOUT
| Q4 25 | $17.8M | $118.1M | ||
| Q3 25 | $32.3M | $88.8M | ||
| Q2 25 | $-1.9M | $67.1M | ||
| Q1 25 | $28.9M | $33.6M | ||
| Q4 24 | $14.8M | $124.5M | ||
| Q3 24 | $62.6M | $73.1M | ||
| Q2 24 | $25.6M | $71.0M | ||
| Q1 24 | $-5.3M | $30.6M |
自由现金流MNROOUT
| Q4 25 | $9.1M | $93.3M | ||
| Q3 25 | $26.6M | $67.7M | ||
| Q2 25 | $-9.3M | $41.4M | ||
| Q1 25 | $23.2M | $16.4M | ||
| Q4 24 | $7.9M | $106.3M | ||
| Q3 24 | $57.6M | $55.5M | ||
| Q2 24 | $16.8M | $47.1M | ||
| Q1 24 | $-11.9M | $12.2M |
自由现金流率MNROOUT
| Q4 25 | 3.1% | 18.2% | ||
| Q3 25 | 9.2% | 14.5% | ||
| Q2 25 | -3.1% | 9.0% | ||
| Q1 25 | 7.9% | 4.2% | ||
| Q4 24 | 2.6% | 21.6% | ||
| Q3 24 | 19.1% | 12.3% | ||
| Q2 24 | 5.7% | 9.9% | ||
| Q1 24 | -3.8% | 3.0% |
资本支出强度MNROOUT
| Q4 25 | 3.0% | 4.8% | ||
| Q3 25 | 2.0% | 4.5% | ||
| Q2 25 | 2.5% | 5.6% | ||
| Q1 25 | 1.9% | 4.4% | ||
| Q4 24 | 2.2% | 3.7% | ||
| Q3 24 | 1.6% | 3.9% | ||
| Q2 24 | 3.0% | 5.0% | ||
| Q1 24 | 2.1% | 4.5% |
现金转化率MNROOUT
| Q4 25 | 1.60× | 1.22× | ||
| Q3 25 | 5.71× | 1.73× | ||
| Q2 25 | — | 3.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | 1.68× | ||
| Q3 24 | 11.08× | 2.11× | ||
| Q2 24 | 4.37× | 0.40× | ||
| 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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
