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MONRO, INC.（MNRO）与ROGERS CORP（ROG）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ROGERS CORP的1.5倍（$293.4M vs $200.5M），MONRO, INC.净利率更高（3.8% vs 2.2%，领先1.6%），ROGERS CORP同比增速更快（5.2% vs -4.0%），MONRO, INC.自由现金流更多（$9.1M vs $1.1M），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
MNRO vs ROG — 直观对比
营收规模更大
MNRO
是对方的1.5倍
$200.5M
营收增速更快
ROG
高出9.3%
-4.0%
净利率更高
MNRO
高出1.6%
2.2%
自由现金流更多
MNRO
多$8.0M
$1.1M
两年增速更快
MNRO
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $200.5M |
| 净利润 | $11.1M | $4.5M |
| 毛利率 | 34.9% | 32.2% |
| 营业利润率 | 6.3% | — |
| 净利率 | 3.8% | 2.2% |
| 营收同比 | -4.0% | 5.2% |
| 净利润同比 | 143.1% | 421.4% |
| 每股收益（稀释后） | $0.35 | $0.25 |
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MNROROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $293.4M | $201.5M | ||
| Q3 25 | $288.9M | $216.0M | ||
| Q2 25 | $301.0M | $202.8M | ||
| Q1 25 | $295.0M | $190.5M | ||
| Q4 24 | $305.8M | $192.2M | ||
| Q3 24 | $301.4M | $210.3M | ||
| Q2 24 | $293.2M | $214.2M |
净利润MNROROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $11.1M | $4.6M | ||
| Q3 25 | $5.7M | $8.6M | ||
| Q2 25 | $-8.1M | $-73.6M | ||
| Q1 25 | $-21.3M | $-1.4M | ||
| Q4 24 | $4.6M | $-500.0K | ||
| Q3 24 | $5.6M | $10.7M | ||
| Q2 24 | $5.9M | $8.1M |
毛利率MNROROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 34.9% | 31.5% | ||
| Q3 25 | 35.7% | 33.5% | ||
| Q2 25 | 35.5% | 31.6% | ||
| Q1 25 | 33.0% | 29.9% | ||
| Q4 24 | 34.3% | 32.1% | ||
| Q3 24 | 35.3% | 35.2% | ||
| Q2 24 | 37.2% | 34.1% |
营业利润率MNROROG
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | 3.5% | ||
| Q3 25 | 4.4% | 7.3% | ||
| Q2 25 | -2.0% | -33.3% | ||
| Q1 25 | -8.1% | -0.2% | ||
| Q4 24 | 3.3% | -6.6% | ||
| Q3 24 | 4.4% | 6.9% | ||
| Q2 24 | 4.5% | 5.3% |
净利率MNROROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.8% | 2.3% | ||
| Q3 25 | 2.0% | 4.0% | ||
| Q2 25 | -2.7% | -36.3% | ||
| Q1 25 | -7.2% | -0.7% | ||
| Q4 24 | 1.5% | -0.3% | ||
| Q3 24 | 1.9% | 5.1% | ||
| Q2 24 | 2.0% | 3.8% |
每股收益（稀释后）MNROROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.35 | $0.20 | ||
| Q3 25 | $0.18 | $0.48 | ||
| Q2 25 | $-0.28 | $-4.00 | ||
| Q1 25 | $-0.74 | $-0.08 | ||
| Q4 24 | $0.15 | $-0.04 | ||
| Q3 24 | $0.18 | $0.58 | ||
| Q2 24 | $0.19 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $1.2B |
| 总资产 | $1.6B | $1.4B |
| 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MNROROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $4.9M | $197.0M | ||
| Q3 25 | $10.5M | $167.8M | ||
| Q2 25 | $7.8M | $157.2M | ||
| Q1 25 | $20.8M | $175.6M | ||
| Q4 24 | $10.2M | $159.8M | ||
| Q3 24 | $20.9M | $146.4M | ||
| Q2 24 | $18.7M | $119.9M |
总债务MNROROG
| Q1 26 | — | — | ||
| 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 | — |
股东权益MNROROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $604.9M | $1.2B | ||
| Q3 25 | $601.7M | $1.2B | ||
| Q2 25 | $604.9M | $1.2B | ||
| Q1 25 | $620.8M | $1.3B | ||
| Q4 24 | $648.9M | $1.3B | ||
| Q3 24 | $651.9M | $1.3B | ||
| Q2 24 | $654.4M | $1.3B |
总资产MNROROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B |
负债/权益比MNROROG
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 3.1% | 0.5% |
| 资本支出强度资本支出/营收 | 3.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.60× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流MNROROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $17.8M | $46.9M | ||
| Q3 25 | $32.3M | $28.9M | ||
| Q2 25 | $-1.9M | $13.7M | ||
| Q1 25 | $28.9M | $11.7M | ||
| Q4 24 | $14.8M | $33.7M | ||
| Q3 24 | $62.6M | $42.4M | ||
| Q2 24 | $25.6M | $22.9M |
自由现金流MNROROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $9.1M | $42.2M | ||
| Q3 25 | $26.6M | $21.2M | ||
| Q2 25 | $-9.3M | $5.6M | ||
| Q1 25 | $23.2M | $2.1M | ||
| Q4 24 | $7.9M | $18.3M | ||
| Q3 24 | $57.6M | $25.2M | ||
| Q2 24 | $16.8M | $8.8M |
自由现金流率MNROROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 3.1% | 20.9% | ||
| Q3 25 | 9.2% | 9.8% | ||
| Q2 25 | -3.1% | 2.8% | ||
| Q1 25 | 7.9% | 1.1% | ||
| Q4 24 | 2.6% | 9.5% | ||
| Q3 24 | 19.1% | 12.0% | ||
| Q2 24 | 5.7% | 4.1% |
资本支出强度MNROROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.0% | 2.3% | ||
| Q3 25 | 2.0% | 3.6% | ||
| Q2 25 | 2.5% | 4.0% | ||
| Q1 25 | 1.9% | 5.0% | ||
| Q4 24 | 2.2% | 8.0% | ||
| Q3 24 | 1.6% | 8.2% | ||
| Q2 24 | 3.0% | 6.6% |
现金转化率MNROROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.60× | 10.20× | ||
| Q3 25 | 5.71× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | 3.96× | ||
| Q2 24 | 4.37× | 2.83× |
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% |
ROG
暂无分部数据
