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MONRO, INC.（MNRO）与BOSTON BEER CO INC（SAM）财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是MONRO, INC.的1.6倍（$461.6M vs $293.4M），MONRO, INC.同比增速更快（-4.0% vs -4.1%），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
MNRO vs SAM — 直观对比
营收规模更大
SAM
是对方的1.6倍
$293.4M
营收增速更快
MNRO
高出0.1%
-4.1%
两年增速更快
MNRO
近两年复合增速
-10.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $461.6M |
| 净利润 | $11.1M | — |
| 毛利率 | 34.9% | 46.4% |
| 营业利润率 | 6.3% | 12.4% |
| 净利率 | 3.8% | — |
| 营收同比 | -4.0% | -4.1% |
| 净利润同比 | 143.1% | — |
| 每股收益（稀释后） | $0.35 | $2.16 |
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MNROSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $293.4M | $385.7M | ||
| Q3 25 | $288.9M | $537.5M | ||
| Q2 25 | $301.0M | $587.9M | ||
| Q1 25 | $295.0M | $453.9M | ||
| Q4 24 | $305.8M | $402.3M | ||
| Q3 24 | $301.4M | $605.5M | ||
| Q2 24 | $293.2M | $579.1M |
净利润MNROSAM
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $-22.5M | ||
| Q3 25 | $5.7M | $46.2M | ||
| Q2 25 | $-8.1M | $60.4M | ||
| Q1 25 | $-21.3M | $24.4M | ||
| Q4 24 | $4.6M | $-38.8M | ||
| Q3 24 | $5.6M | $33.5M | ||
| Q2 24 | $5.9M | $52.3M |
毛利率MNROSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 34.9% | 43.5% | ||
| Q3 25 | 35.7% | 50.8% | ||
| Q2 25 | 35.5% | 49.8% | ||
| Q1 25 | 33.0% | 48.3% | ||
| Q4 24 | 34.3% | 39.9% | ||
| Q3 24 | 35.3% | 46.3% | ||
| Q2 24 | 37.2% | 46.0% |
营业利润率MNROSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | 6.3% | -8.6% | ||
| Q3 25 | 4.4% | 11.5% | ||
| Q2 25 | -2.0% | 14.0% | ||
| Q1 25 | -8.1% | 7.4% | ||
| Q4 24 | 3.3% | -13.9% | ||
| Q3 24 | 4.4% | 7.6% | ||
| Q2 24 | 4.5% | 12.2% |
净利率MNROSAM
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | -5.8% | ||
| Q3 25 | 2.0% | 8.6% | ||
| Q2 25 | -2.7% | 10.3% | ||
| Q1 25 | -7.2% | 5.4% | ||
| Q4 24 | 1.5% | -9.6% | ||
| Q3 24 | 1.9% | 5.5% | ||
| Q2 24 | 2.0% | 9.0% |
每股收益（稀释后）MNROSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $0.35 | $-1.97 | ||
| Q3 25 | $0.18 | $4.25 | ||
| Q2 25 | $-0.28 | $5.45 | ||
| Q1 25 | $-0.74 | $2.16 | ||
| Q4 24 | $0.15 | $-3.23 | ||
| Q3 24 | $0.18 | $2.86 | ||
| Q2 24 | $0.19 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $682.6M |
| 总资产 | $1.6B | $1.2B |
| 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MNROSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $4.9M | $223.4M | ||
| Q3 25 | $10.5M | $250.5M | ||
| Q2 25 | $7.8M | $212.4M | ||
| Q1 25 | $20.8M | $152.5M | ||
| Q4 24 | $10.2M | $211.8M | ||
| Q3 24 | $20.9M | $255.6M | ||
| Q2 24 | $18.7M | $219.3M |
总债务MNROSAM
| 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MNROSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $604.9M | $846.3M | ||
| Q3 25 | $601.7M | $911.0M | ||
| Q2 25 | $604.9M | $912.3M | ||
| Q1 25 | $620.8M | $897.0M | ||
| Q4 24 | $648.9M | $916.2M | ||
| Q3 24 | $651.9M | $1.0B | ||
| Q2 24 | $654.4M | $1.0B |
总资产MNROSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
负债/权益比MNROSAM
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $9.1M | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流MNROSAM
| Q1 26 | — | — | ||
| Q4 25 | $17.8M | $39.9M | ||
| Q3 25 | $32.3M | $101.8M | ||
| Q2 25 | $-1.9M | $126.5M | ||
| Q1 25 | $28.9M | $1.9M | ||
| Q4 24 | $14.8M | $41.9M | ||
| Q3 24 | $62.6M | $115.9M | ||
| Q2 24 | $25.6M | $96.0M |
自由现金流MNROSAM
| Q1 26 | — | — | ||
| Q4 25 | $9.1M | $22.1M | ||
| Q3 25 | $26.6M | $89.2M | ||
| Q2 25 | $-9.3M | $112.2M | ||
| Q1 25 | $23.2M | $-8.0M | ||
| Q4 24 | $7.9M | $18.4M | ||
| Q3 24 | $57.6M | $99.2M | ||
| Q2 24 | $16.8M | $75.6M |
自由现金流率MNROSAM
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 5.7% | ||
| Q3 25 | 9.2% | 16.6% | ||
| Q2 25 | -3.1% | 19.1% | ||
| Q1 25 | 7.9% | -1.8% | ||
| Q4 24 | 2.6% | 4.6% | ||
| Q3 24 | 19.1% | 16.4% | ||
| Q2 24 | 5.7% | 13.1% |
资本支出强度MNROSAM
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 4.6% | ||
| Q3 25 | 2.0% | 2.3% | ||
| Q2 25 | 2.5% | 2.4% | ||
| Q1 25 | 1.9% | 2.2% | ||
| Q4 24 | 2.2% | 5.8% | ||
| Q3 24 | 1.6% | 2.8% | ||
| Q2 24 | 3.0% | 3.5% |
现金转化率MNROSAM
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | 2.21× | ||
| Q2 25 | — | 2.09× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | 3.46× | ||
| Q2 24 | 4.37× | 1.83× |
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% |
SAM
暂无分部数据
