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MONRO, INC.（MNRO）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是福尼克斯的1.4倍（$293.4M vs $210.4M），福尼克斯净利率更高（10.9% vs 3.8%，领先7.1%），MONRO, INC.同比增速更快（-4.0% vs -5.5%），福尼克斯自由现金流更多（$25.2M vs $9.1M），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
MNRO vs PLAB — 直观对比
营收规模更大
MNRO
是对方的1.4倍
$210.4M
营收增速更快
MNRO
高出1.4%
-5.5%
净利率更高
PLAB
高出7.1%
3.8%
自由现金流更多
PLAB
多$16.1M
$9.1M
两年增速更快
MNRO
近两年复合增速
-3.8%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $210.4M |
| 净利润 | $11.1M | $22.9M |
| 毛利率 | 34.9% | 33.7% |
| 营业利润率 | 6.3% | 22.9% |
| 净利率 | 3.8% | 10.9% |
| 营收同比 | -4.0% | -5.5% |
| 净利润同比 | 143.1% | -32.4% |
| 每股收益（稀释后） | $0.35 | $0.39 |
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MNROPLAB
| Q4 25 | $293.4M | — | ||
| Q3 25 | $288.9M | $210.4M | ||
| Q2 25 | $301.0M | $211.0M | ||
| Q1 25 | $295.0M | $212.1M | ||
| Q4 24 | $305.8M | $222.6M | ||
| Q3 24 | $301.4M | $211.0M | ||
| Q2 24 | $293.2M | $217.0M | ||
| Q1 24 | $310.1M | $216.3M |
净利润MNROPLAB
| Q4 25 | $11.1M | — | ||
| Q3 25 | $5.7M | $22.9M | ||
| Q2 25 | $-8.1M | $8.9M | ||
| Q1 25 | $-21.3M | $42.9M | ||
| Q4 24 | $4.6M | $33.9M | ||
| Q3 24 | $5.6M | $34.4M | ||
| Q2 24 | $5.9M | $36.3M | ||
| Q1 24 | $3.7M | $26.2M |
毛利率MNROPLAB
| Q4 25 | 34.9% | — | ||
| Q3 25 | 35.7% | 33.7% | ||
| Q2 25 | 35.5% | 36.9% | ||
| Q1 25 | 33.0% | 35.6% | ||
| Q4 24 | 34.3% | 37.0% | ||
| Q3 24 | 35.3% | 35.6% | ||
| Q2 24 | 37.2% | 36.5% | ||
| Q1 24 | 35.5% | 36.6% |
营业利润率MNROPLAB
| Q4 25 | 6.3% | — | ||
| Q3 25 | 4.4% | 22.9% | ||
| Q2 25 | -2.0% | 26.4% | ||
| Q1 25 | -8.1% | 24.6% | ||
| Q4 24 | 3.3% | 25.1% | ||
| Q3 24 | 4.4% | 24.7% | ||
| Q2 24 | 4.5% | 25.8% | ||
| Q1 24 | 3.3% | 26.6% |
净利率MNROPLAB
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.0% | 10.9% | ||
| Q2 25 | -2.7% | 4.2% | ||
| Q1 25 | -7.2% | 20.2% | ||
| Q4 24 | 1.5% | 15.2% | ||
| Q3 24 | 1.9% | 16.3% | ||
| Q2 24 | 2.0% | 16.7% | ||
| Q1 24 | 1.2% | 12.1% |
每股收益（稀释后）MNROPLAB
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.18 | $0.39 | ||
| Q2 25 | $-0.28 | $0.15 | ||
| Q1 25 | $-0.74 | $0.68 | ||
| Q4 24 | $0.15 | $0.54 | ||
| Q3 24 | $0.18 | $0.55 | ||
| Q2 24 | $0.19 | $0.58 | ||
| Q1 24 | $0.12 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | $45.0M | $16.0K |
| 股东权益账面价值 | $604.9M | $1.1B |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.07× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资MNROPLAB
| Q4 25 | $4.9M | — | ||
| Q3 25 | $10.5M | $575.8M | ||
| Q2 25 | $7.8M | $558.4M | ||
| Q1 25 | $20.8M | $642.2M | ||
| Q4 24 | $10.2M | $640.7M | ||
| Q3 24 | $20.9M | $606.4M | ||
| Q2 24 | $18.7M | $559.9M | ||
| Q1 24 | $6.6M | $521.5M |
总债务MNROPLAB
| Q4 25 | $45.0M | — | ||
| Q3 25 | $60.0M | $16.0K | ||
| Q2 25 | $71.5M | $19.0K | ||
| Q1 25 | $61.3M | $21.0K | ||
| Q4 24 | $59.3M | $25.0K | ||
| Q3 24 | $62.0M | $28.0K | ||
| Q2 24 | $112.0M | $2.5M | ||
| Q1 24 | $102.0M | $2.7M |
股东权益MNROPLAB
| Q4 25 | $604.9M | — | ||
| Q3 25 | $601.7M | $1.1B | ||
| Q2 25 | $604.9M | $1.1B | ||
| Q1 25 | $620.8M | $1.1B | ||
| Q4 24 | $648.9M | $1.1B | ||
| Q3 24 | $651.9M | $1.1B | ||
| Q2 24 | $654.4M | $1.0B | ||
| Q1 24 | $656.8M | $1.0B |
总资产MNROPLAB
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.7B | $1.6B |
负债/权益比MNROPLAB
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.10× | 0.00× | ||
| Q2 25 | 0.12× | 0.00× | ||
| Q1 25 | 0.10× | 0.00× | ||
| Q4 24 | 0.09× | 0.00× | ||
| Q3 24 | 0.10× | 0.00× | ||
| Q2 24 | 0.17× | 0.00× | ||
| Q1 24 | 0.16× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $25.2M |
| 自由现金流率自由现金流/营收 | 3.1% | 12.0% |
| 资本支出强度资本支出/营收 | 3.0% | 11.8% |
| 现金转化率经营现金流/净利润 | 1.60× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $64.5M |
8季度趋势，按日历期对齐
经营现金流MNROPLAB
| Q4 25 | $17.8M | — | ||
| Q3 25 | $32.3M | $50.1M | ||
| Q2 25 | $-1.9M | $31.5M | ||
| Q1 25 | $28.9M | $78.5M | ||
| Q4 24 | $14.8M | $68.4M | ||
| Q3 24 | $62.6M | $75.1M | ||
| Q2 24 | $25.6M | $76.5M | ||
| Q1 24 | $-5.3M | $41.5M |
自由现金流MNROPLAB
| Q4 25 | $9.1M | — | ||
| Q3 25 | $26.6M | $25.2M | ||
| Q2 25 | $-9.3M | $-29.1M | ||
| Q1 25 | $23.2M | $43.3M | ||
| Q4 24 | $7.9M | $25.2M | ||
| Q3 24 | $57.6M | $50.7M | ||
| Q2 24 | $16.8M | $56.5M | ||
| Q1 24 | $-11.9M | $-1.8M |
自由现金流率MNROPLAB
| Q4 25 | 3.1% | — | ||
| Q3 25 | 9.2% | 12.0% | ||
| Q2 25 | -3.1% | -13.8% | ||
| Q1 25 | 7.9% | 20.4% | ||
| Q4 24 | 2.6% | 11.3% | ||
| Q3 24 | 19.1% | 24.0% | ||
| Q2 24 | 5.7% | 26.0% | ||
| Q1 24 | -3.8% | -0.8% |
资本支出强度MNROPLAB
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.0% | 11.8% | ||
| Q2 25 | 2.5% | 28.7% | ||
| Q1 25 | 1.9% | 16.6% | ||
| Q4 24 | 2.2% | 19.4% | ||
| Q3 24 | 1.6% | 11.6% | ||
| Q2 24 | 3.0% | 9.2% | ||
| Q1 24 | 2.1% | 20.0% |
现金转化率MNROPLAB
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | 3.23× | 2.02× | ||
| Q3 24 | 11.08× | 2.18× | ||
| Q2 24 | 4.37× | 2.11× | ||
| 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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
