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MONRO, INC.（MNRO）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.3倍（$293.4M vs $217.4M），MONRO, INC.净利率更高（3.8% vs 1.4%，领先2.4%），Rapid7, Inc.同比增速更快（0.5% vs -4.0%），Rapid7, Inc.自由现金流更多（$36.4M vs $9.1M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% 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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
MNRO vs RPD — 直观对比
营收规模更大
MNRO
是对方的1.3倍
$217.4M
营收增速更快
RPD
高出4.6%
-4.0%
净利率更高
MNRO
高出2.4%
1.4%
自由现金流更多
RPD
多$27.3M
$9.1M
两年增速更快
RPD
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $217.4M |
| 净利润 | $11.1M | $3.1M |
| 毛利率 | 34.9% | 68.9% |
| 营业利润率 | 6.3% | 1.0% |
| 净利率 | 3.8% | 1.4% |
| 营收同比 | -4.0% | 0.5% |
| 净利润同比 | 143.1% | 44.1% |
| 每股收益（稀释后） | $0.35 | $0.05 |
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MNRORPD
| Q4 25 | $293.4M | $217.4M | ||
| Q3 25 | $288.9M | $218.0M | ||
| Q2 25 | $301.0M | $214.2M | ||
| Q1 25 | $295.0M | $210.3M | ||
| Q4 24 | $305.8M | $216.3M | ||
| Q3 24 | $301.4M | $214.7M | ||
| Q2 24 | $293.2M | $208.0M | ||
| Q1 24 | $310.1M | $205.1M |
净利润MNRORPD
| Q4 25 | $11.1M | $3.1M | ||
| Q3 25 | $5.7M | $9.8M | ||
| Q2 25 | $-8.1M | $8.3M | ||
| Q1 25 | $-21.3M | $2.1M | ||
| Q4 24 | $4.6M | $2.2M | ||
| Q3 24 | $5.6M | $15.4M | ||
| Q2 24 | $5.9M | $6.5M | ||
| Q1 24 | $3.7M | $1.4M |
毛利率MNRORPD
| Q4 25 | 34.9% | 68.9% | ||
| Q3 25 | 35.7% | 70.2% | ||
| Q2 25 | 35.5% | 70.6% | ||
| Q1 25 | 33.0% | 71.7% | ||
| Q4 24 | 34.3% | 69.5% | ||
| Q3 24 | 35.3% | 70.6% | ||
| Q2 24 | 37.2% | 70.7% | ||
| Q1 24 | 35.5% | 70.3% |
营业利润率MNRORPD
| Q4 25 | 6.3% | 1.0% | ||
| Q3 25 | 4.4% | 2.7% | ||
| Q2 25 | -2.0% | 1.6% | ||
| Q1 25 | -8.1% | -0.0% | ||
| Q4 24 | 3.3% | 3.4% | ||
| Q3 24 | 4.4% | 6.0% | ||
| Q2 24 | 4.5% | 2.5% | ||
| Q1 24 | 3.3% | 4.7% |
净利率MNRORPD
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 2.0% | 4.5% | ||
| Q2 25 | -2.7% | 3.9% | ||
| Q1 25 | -7.2% | 1.0% | ||
| Q4 24 | 1.5% | 1.0% | ||
| Q3 24 | 1.9% | 7.2% | ||
| Q2 24 | 2.0% | 3.1% | ||
| Q1 24 | 1.2% | 0.7% |
每股收益（稀释后）MNRORPD
| Q4 25 | $0.35 | $0.05 | ||
| Q3 25 | $0.18 | $0.15 | ||
| Q2 25 | $-0.28 | $0.13 | ||
| Q1 25 | $-0.74 | $0.03 | ||
| Q4 24 | $0.15 | $0.08 | ||
| Q3 24 | $0.18 | $0.21 | ||
| Q2 24 | $0.19 | $0.09 | ||
| Q1 24 | $0.12 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $154.7M |
| 总资产 | $1.6B | $1.7B |
| 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MNRORPD
| Q4 25 | $4.9M | $474.7M | ||
| Q3 25 | $10.5M | $407.1M | ||
| Q2 25 | $7.8M | $511.7M | ||
| Q1 25 | $20.8M | $493.5M | ||
| Q4 24 | $10.2M | $521.7M | ||
| Q3 24 | $20.9M | $443.7M | ||
| Q2 24 | $18.7M | $442.6M | ||
| Q1 24 | $6.6M | $411.7M |
总债务MNRORPD
| 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MNRORPD
| Q4 25 | $604.9M | $154.7M | ||
| Q3 25 | $601.7M | $127.2M | ||
| Q2 25 | $604.9M | $90.4M | ||
| Q1 25 | $620.8M | $52.7M | ||
| Q4 24 | $648.9M | $17.7M | ||
| Q3 24 | $651.9M | $-5.1M | ||
| Q2 24 | $654.4M | $-52.6M | ||
| Q1 24 | $656.8M | $-86.4M |
总资产MNRORPD
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
负债/权益比MNRORPD
| 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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $36.4M |
| 自由现金流率自由现金流/营收 | 3.1% | 16.8% |
| 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× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $146.2M |
8季度趋势，按日历期对齐
经营现金流MNRORPD
| Q4 25 | $17.8M | $37.6M | ||
| Q3 25 | $32.3M | $39.0M | ||
| Q2 25 | $-1.9M | $47.5M | ||
| Q1 25 | $28.9M | $29.8M | ||
| Q4 24 | $14.8M | $63.8M | ||
| Q3 24 | $62.6M | $44.0M | ||
| Q2 24 | $25.6M | $32.9M | ||
| Q1 24 | $-5.3M | $31.1M |
自由现金流MNRORPD
| Q4 25 | $9.1M | $36.4M | ||
| Q3 25 | $26.6M | $34.8M | ||
| Q2 25 | $-9.3M | $46.6M | ||
| Q1 25 | $23.2M | $28.4M | ||
| Q4 24 | $7.9M | $62.6M | ||
| Q3 24 | $57.6M | $42.6M | ||
| Q2 24 | $16.8M | $32.6M | ||
| Q1 24 | $-11.9M | $30.4M |
自由现金流率MNRORPD
| Q4 25 | 3.1% | 16.8% | ||
| Q3 25 | 9.2% | 16.0% | ||
| Q2 25 | -3.1% | 21.8% | ||
| Q1 25 | 7.9% | 13.5% | ||
| Q4 24 | 2.6% | 28.9% | ||
| Q3 24 | 19.1% | 19.9% | ||
| Q2 24 | 5.7% | 15.7% | ||
| Q1 24 | -3.8% | 14.8% |
资本支出强度MNRORPD
| Q4 25 | 3.0% | 0.5% | ||
| Q3 25 | 2.0% | 1.9% | ||
| Q2 25 | 2.5% | 0.4% | ||
| Q1 25 | 1.9% | 0.6% | ||
| Q4 24 | 2.2% | 0.5% | ||
| Q3 24 | 1.6% | 0.6% | ||
| Q2 24 | 3.0% | 0.1% | ||
| Q1 24 | 2.1% | 0.3% |
现金转化率MNRORPD
| Q4 25 | 1.60× | 12.01× | ||
| Q3 25 | 5.71× | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | 3.23× | 29.36× | ||
| Q3 24 | 11.08× | 2.85× | ||
| Q2 24 | 4.37× | 5.03× | ||
| Q1 24 | -1.42× | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
