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MONRO, INC.(MNRO)与Rocket Lab Corp(RKLB)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Rocket Lab Corp的1.6倍($293.4M vs $179.7M),MONRO, INC.净利率更高(3.8% vs -29.5%,领先33.3%),Rocket Lab Corp同比增速更快(35.7% vs -4.0%),MONRO, INC.自由现金流更多($9.1M vs $-114.2M),过去两年Rocket Lab Corp的营收复合增速更高(39.2% 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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商,旗下Electron轨道火箭主打小型卫星发射,截至2026年1月已成功完成超75次任务,是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台,下一代可复用中型运载火箭Neutron目前也在研发中。
MNRO vs RKLB — 直观对比
营收规模更大
MNRO
是对方的1.6倍
$179.7M
营收增速更快
RKLB
高出39.8%
-4.0%
净利率更高
MNRO
高出33.3%
-29.5%
自由现金流更多
MNRO
多$123.3M
$-114.2M
两年增速更快
RKLB
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $293.4M | $179.7M |
| 净利润 | $11.1M | $-52.9M |
| 毛利率 | 34.9% | 38.0% |
| 营业利润率 | 6.3% | -28.4% |
| 净利率 | 3.8% | -29.5% |
| 营收同比 | -4.0% | 35.7% |
| 净利润同比 | 143.1% | -1.1% |
| 每股收益(稀释后) | $0.35 | $-0.09 |
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
MNRO
RKLB
| Q4 25 | $293.4M | $179.7M | ||
| Q3 25 | $288.9M | $155.1M | ||
| Q2 25 | $301.0M | $144.5M | ||
| Q1 25 | $295.0M | $122.6M | ||
| Q4 24 | $305.8M | $132.4M | ||
| Q3 24 | $301.4M | $104.8M | ||
| Q2 24 | $293.2M | $106.3M | ||
| Q1 24 | $310.1M | $92.8M |
净利润
MNRO
RKLB
| Q4 25 | $11.1M | $-52.9M | ||
| Q3 25 | $5.7M | $-18.3M | ||
| Q2 25 | $-8.1M | $-66.4M | ||
| Q1 25 | $-21.3M | $-60.6M | ||
| Q4 24 | $4.6M | $-52.3M | ||
| Q3 24 | $5.6M | $-51.9M | ||
| Q2 24 | $5.9M | $-41.6M | ||
| Q1 24 | $3.7M | $-44.3M |
毛利率
MNRO
RKLB
| Q4 25 | 34.9% | 38.0% | ||
| Q3 25 | 35.7% | 37.0% | ||
| Q2 25 | 35.5% | 32.1% | ||
| Q1 25 | 33.0% | 28.8% | ||
| Q4 24 | 34.3% | 27.8% | ||
| Q3 24 | 35.3% | 26.7% | ||
| Q2 24 | 37.2% | 25.6% | ||
| Q1 24 | 35.5% | 26.1% |
营业利润率
MNRO
RKLB
| Q4 25 | 6.3% | -28.4% | ||
| Q3 25 | 4.4% | -38.0% | ||
| Q2 25 | -2.0% | -41.3% | ||
| Q1 25 | -8.1% | -48.3% | ||
| Q4 24 | 3.3% | -38.9% | ||
| Q3 24 | 4.4% | -49.5% | ||
| Q2 24 | 4.5% | -40.7% | ||
| Q1 24 | 3.3% | -46.4% |
净利率
MNRO
RKLB
| Q4 25 | 3.8% | -29.5% | ||
| Q3 25 | 2.0% | -11.8% | ||
| Q2 25 | -2.7% | -46.0% | ||
| Q1 25 | -7.2% | -49.5% | ||
| Q4 24 | 1.5% | -39.5% | ||
| Q3 24 | 1.9% | -49.6% | ||
| Q2 24 | 2.0% | -39.2% | ||
| Q1 24 | 1.2% | -47.7% |
每股收益(稀释后)
MNRO
RKLB
| Q4 25 | $0.35 | $-0.09 | ||
| Q3 25 | $0.18 | $-0.03 | ||
| Q2 25 | $-0.28 | $-0.13 | ||
| Q1 25 | $-0.74 | $-0.12 | ||
| Q4 24 | $0.15 | $-0.11 | ||
| Q3 24 | $0.18 | $-0.10 | ||
| Q2 24 | $0.19 | $-0.08 | ||
| Q1 24 | $0.12 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | $45.0M | $152.4M |
| 股东权益账面价值 | $604.9M | $1.7B |
| 总资产 | $1.6B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.07× | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
MNRO
RKLB
| Q4 25 | $4.9M | $1.0B | ||
| Q3 25 | $10.5M | $976.7M | ||
| Q2 25 | $7.8M | $688.1M | ||
| Q1 25 | $20.8M | $428.4M | ||
| Q4 24 | $10.2M | $419.0M | ||
| Q3 24 | $20.9M | $442.4M | ||
| Q2 24 | $18.7M | $496.8M | ||
| Q1 24 | $6.6M | $492.5M |
总债务
MNRO
RKLB
| Q4 25 | $45.0M | $152.4M | ||
| Q3 25 | $60.0M | $347.0M | ||
| Q2 25 | $71.5M | $346.5M | ||
| Q1 25 | $61.3M | $345.9M | ||
| Q4 24 | $59.3M | $345.4M | ||
| Q3 24 | $62.0M | $61.2M | ||
| Q2 24 | $112.0M | $64.2M | ||
| Q1 24 | $102.0M | $66.8M |
股东权益
MNRO
RKLB
| Q4 25 | $604.9M | $1.7B | ||
| Q3 25 | $601.7M | $1.3B | ||
| Q2 25 | $604.9M | $688.5M | ||
| Q1 25 | $620.8M | $431.3M | ||
| Q4 24 | $648.9M | $382.5M | ||
| Q3 24 | $651.9M | $419.8M | ||
| Q2 24 | $654.4M | $455.2M | ||
| Q1 24 | $656.8M | $478.9M |
总资产
MNRO
RKLB
| Q4 25 | $1.6B | $2.3B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.7B | $1.2B |
负债/权益比
MNRO
RKLB
| Q4 25 | 0.07× | 0.09× | ||
| Q3 25 | 0.10× | 0.27× | ||
| Q2 25 | 0.12× | 0.50× | ||
| Q1 25 | 0.10× | 0.80× | ||
| Q4 24 | 0.09× | 0.90× | ||
| Q3 24 | 0.10× | 0.15× | ||
| Q2 24 | 0.17× | 0.14× | ||
| Q1 24 | 0.16× | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $-114.2M |
| 自由现金流率自由现金流/营收 | 3.1% | -63.6% |
| 资本支出强度资本支出/营收 | 3.0% | 27.6% |
| 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 | $-321.8M |
8季度趋势,按日历期对齐
经营现金流
MNRO
RKLB
| Q4 25 | $17.8M | $-64.5M | ||
| Q3 25 | $32.3M | $-23.5M | ||
| Q2 25 | $-1.9M | $-23.2M | ||
| Q1 25 | $28.9M | $-54.2M | ||
| Q4 24 | $14.8M | $-2.4M | ||
| Q3 24 | $62.6M | $-30.9M | ||
| Q2 24 | $25.6M | $-13.0M | ||
| Q1 24 | $-5.3M | $-2.6M |
自由现金流
MNRO
RKLB
| Q4 25 | $9.1M | $-114.2M | ||
| Q3 25 | $26.6M | $-69.4M | ||
| Q2 25 | $-9.3M | $-55.3M | ||
| Q1 25 | $23.2M | $-82.9M | ||
| Q4 24 | $7.9M | $-23.9M | ||
| Q3 24 | $57.6M | $-41.9M | ||
| Q2 24 | $16.8M | $-28.3M | ||
| Q1 24 | $-11.9M | $-21.8M |
自由现金流率
MNRO
RKLB
| Q4 25 | 3.1% | -63.6% | ||
| Q3 25 | 9.2% | -44.8% | ||
| Q2 25 | -3.1% | -38.3% | ||
| Q1 25 | 7.9% | -67.6% | ||
| Q4 24 | 2.6% | -18.1% | ||
| Q3 24 | 19.1% | -40.0% | ||
| Q2 24 | 5.7% | -26.7% | ||
| Q1 24 | -3.8% | -23.5% |
资本支出强度
MNRO
RKLB
| Q4 25 | 3.0% | 27.6% | ||
| Q3 25 | 2.0% | 29.6% | ||
| Q2 25 | 2.5% | 22.2% | ||
| Q1 25 | 1.9% | 23.4% | ||
| Q4 24 | 2.2% | 16.3% | ||
| Q3 24 | 1.6% | 10.5% | ||
| Q2 24 | 3.0% | 14.4% | ||
| Q1 24 | 2.1% | 20.7% |
现金转化率
MNRO
RKLB
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |