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MONRO, INC.（MNRO）与Ultragenyx Pharmaceutical Inc.（RARE）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Ultragenyx Pharmaceutical Inc.的1.4倍（$293.4M vs $207.3M），MONRO, INC.净利率更高（3.8% vs -62.0%，领先65.8%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -4.0%），MONRO, INC.自由现金流更多（$9.1M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
MNRO vs RARE — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $207.3M |
| 净利润 | $11.1M | $-128.6M |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | -54.7% |
| 净利率 | 3.8% | -62.0% |
| 营收同比 | -4.0% | 25.9% |
| 净利润同比 | 143.1% | 3.5% |
| 每股收益（稀释后） | $0.35 | $-1.28 |
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 | $207.3M | ||
| Q3 25 | $288.9M | $159.9M | ||
| Q2 25 | $301.0M | $166.5M | ||
| Q1 25 | $295.0M | $139.3M | ||
| Q4 24 | $305.8M | $164.6M | ||
| Q3 24 | $301.4M | $139.5M | ||
| Q2 24 | $293.2M | $147.0M | ||
| Q1 24 | $310.1M | $108.8M |
| Q4 25 | $11.1M | $-128.6M | ||
| Q3 25 | $5.7M | $-180.4M | ||
| Q2 25 | $-8.1M | $-115.0M | ||
| Q1 25 | $-21.3M | $-151.1M | ||
| Q4 24 | $4.6M | $-133.2M | ||
| Q3 24 | $5.6M | $-133.5M | ||
| Q2 24 | $5.9M | $-131.6M | ||
| Q1 24 | $3.7M | $-170.7M |
| 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% | — |
| Q4 25 | 6.3% | -54.7% | ||
| Q3 25 | 4.4% | -106.9% | ||
| Q2 25 | -2.0% | -64.8% | ||
| Q1 25 | -8.1% | -102.6% | ||
| Q4 24 | 3.3% | -74.3% | ||
| Q3 24 | 4.4% | -94.6% | ||
| Q2 24 | 4.5% | -79.1% | ||
| Q1 24 | 3.3% | -151.9% |
| Q4 25 | 3.8% | -62.0% | ||
| Q3 25 | 2.0% | -112.8% | ||
| Q2 25 | -2.7% | -69.0% | ||
| Q1 25 | -7.2% | -108.5% | ||
| Q4 24 | 1.5% | -80.9% | ||
| Q3 24 | 1.9% | -95.7% | ||
| Q2 24 | 2.0% | -89.5% | ||
| Q1 24 | 1.2% | -156.8% |
| Q4 25 | $0.35 | $-1.28 | ||
| Q3 25 | $0.18 | $-1.81 | ||
| Q2 25 | $-0.28 | $-1.17 | ||
| Q1 25 | $-0.74 | $-1.57 | ||
| Q4 24 | $0.15 | $-1.34 | ||
| Q3 24 | $0.18 | $-1.40 | ||
| Q2 24 | $0.19 | $-1.52 | ||
| Q1 24 | $0.12 | $-2.03 |
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 | $421.0M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $-80.0M |
| 总资产 | $1.6B | $1.5B |
| 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 | $421.0M | ||
| Q3 25 | $10.5M | $202.5M | ||
| Q2 25 | $7.8M | $176.3M | ||
| Q1 25 | $20.8M | $127.1M | ||
| Q4 24 | $10.2M | $174.0M | ||
| Q3 24 | $20.9M | $150.6M | ||
| Q2 24 | $18.7M | $480.7M | ||
| Q1 24 | $6.6M | $112.3M |
| 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 | $-80.0M | ||
| Q3 25 | $601.7M | $9.2M | ||
| Q2 25 | $604.9M | $151.3M | ||
| Q1 25 | $620.8M | $144.2M | ||
| Q4 24 | $648.9M | $255.0M | ||
| Q3 24 | $651.9M | $346.8M | ||
| Q2 24 | $654.4M | $432.4M | ||
| Q1 24 | $656.8M | $140.3M |
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.7B | $1.3B |
| 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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $-100.8M |
| 自由现金流率自由现金流/营收 | 3.1% | -48.6% |
| 资本支出强度资本支出/营收 | 3.0% | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $17.8M | $-99.8M | ||
| Q3 25 | $32.3M | $-91.4M | ||
| Q2 25 | $-1.9M | $-108.3M | ||
| Q1 25 | $28.9M | $-166.5M | ||
| Q4 24 | $14.8M | $-79.3M | ||
| Q3 24 | $62.6M | $-67.0M | ||
| Q2 24 | $25.6M | $-77.0M | ||
| Q1 24 | $-5.3M | $-190.7M |
| Q4 25 | $9.1M | $-100.8M | ||
| Q3 25 | $26.6M | $-92.7M | ||
| Q2 25 | $-9.3M | $-110.7M | ||
| Q1 25 | $23.2M | $-167.8M | ||
| Q4 24 | $7.9M | $-79.5M | ||
| Q3 24 | $57.6M | $-68.6M | ||
| Q2 24 | $16.8M | $-79.0M | ||
| Q1 24 | $-11.9M | $-193.9M |
| Q4 25 | 3.1% | -48.6% | ||
| Q3 25 | 9.2% | -58.0% | ||
| Q2 25 | -3.1% | -66.5% | ||
| Q1 25 | 7.9% | -120.5% | ||
| Q4 24 | 2.6% | -48.3% | ||
| Q3 24 | 19.1% | -49.2% | ||
| Q2 24 | 5.7% | -53.7% | ||
| Q1 24 | -3.8% | -178.2% |
| Q4 25 | 3.0% | 0.5% | ||
| Q3 25 | 2.0% | 0.8% | ||
| Q2 25 | 2.5% | 1.5% | ||
| Q1 25 | 1.9% | 1.0% | ||
| Q4 24 | 2.2% | 0.1% | ||
| Q3 24 | 1.6% | 1.2% | ||
| Q2 24 | 3.0% | 1.4% | ||
| Q1 24 | 2.1% | 3.0% |
| 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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
