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MONRO, INC.（MNRO）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
医疗房产信托的季度营收约是MONRO, INC.的1.0倍（$296.5M vs $293.4M），MONRO, INC.净利率更高（3.8% vs -0.3%，领先4.1%），MONRO, INC.同比增速更快（-4.0% vs -17.0%），MONRO, INC.自由现金流更多（$9.1M vs $-95.2M），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
MNRO vs SVC — 直观对比
营收规模更大
SVC
是对方的1.0倍
$293.4M
营收增速更快
MNRO
高出12.9%
-17.0%
净利率更高
MNRO
高出4.1%
-0.3%
自由现金流更多
MNRO
多$104.3M
$-95.2M
两年增速更快
MNRO
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $296.5M |
| 净利润 | $11.1M | $-782.0K |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | -3.9% |
| 净利率 | 3.8% | -0.3% |
| 营收同比 | -4.0% | -17.0% |
| 净利润同比 | 143.1% | 99.0% |
| 每股收益（稀释后） | $0.35 | $-0.01 |
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MNROSVC
| Q4 25 | $293.4M | $296.5M | ||
| Q3 25 | $288.9M | $377.6M | ||
| Q2 25 | $301.0M | $404.4M | ||
| Q1 25 | $295.0M | $335.0M | ||
| Q4 24 | $305.8M | $357.0M | ||
| Q3 24 | $301.4M | $390.9M | ||
| Q2 24 | $293.2M | $412.5M | ||
| Q1 24 | $310.1M | $336.2M |
净利润MNROSVC
| Q4 25 | $11.1M | $-782.0K | ||
| Q3 25 | $5.7M | $-46.9M | ||
| Q2 25 | $-8.1M | $-38.2M | ||
| Q1 25 | $-21.3M | $-116.4M | ||
| Q4 24 | $4.6M | $-76.4M | ||
| Q3 24 | $5.6M | $-46.9M | ||
| Q2 24 | $5.9M | $-73.8M | ||
| Q1 24 | $3.7M | $-78.4M |
毛利率MNROSVC
| 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% | — |
营业利润率MNROSVC
| Q4 25 | 6.3% | -3.9% | ||
| Q3 25 | 4.4% | -12.8% | ||
| Q2 25 | -2.0% | -9.2% | ||
| Q1 25 | -8.1% | -33.3% | ||
| Q4 24 | 3.3% | -19.4% | ||
| Q3 24 | 4.4% | -12.8% | ||
| Q2 24 | 4.5% | -17.1% | ||
| Q1 24 | 3.3% | -21.4% |
净利率MNROSVC
| Q4 25 | 3.8% | -0.3% | ||
| Q3 25 | 2.0% | -12.4% | ||
| Q2 25 | -2.7% | -9.4% | ||
| Q1 25 | -7.2% | -34.8% | ||
| Q4 24 | 1.5% | -21.4% | ||
| Q3 24 | 1.9% | -12.0% | ||
| Q2 24 | 2.0% | -17.9% | ||
| Q1 24 | 1.2% | -23.3% |
每股收益（稀释后）MNROSVC
| Q4 25 | $0.35 | $-0.01 | ||
| Q3 25 | $0.18 | $-0.28 | ||
| Q2 25 | $-0.28 | $-0.23 | ||
| Q1 25 | $-0.74 | $-0.70 | ||
| Q4 24 | $0.15 | $-0.46 | ||
| Q3 24 | $0.18 | $-0.28 | ||
| Q2 24 | $0.19 | $-0.45 | ||
| Q1 24 | $0.12 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | $45.0M | $5.5B |
| 股东权益账面价值 | $604.9M | $646.1M |
| 总资产 | $1.6B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.07× | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资MNROSVC
| Q4 25 | $4.9M | $346.8M | ||
| Q3 25 | $10.5M | $417.4M | ||
| Q2 25 | $7.8M | $63.2M | ||
| Q1 25 | $20.8M | $80.1M | ||
| Q4 24 | $10.2M | $143.5M | ||
| Q3 24 | $20.9M | $48.6M | ||
| Q2 24 | $18.7M | $14.6M | ||
| Q1 24 | $6.6M | $71.3M |
总债务MNROSVC
| Q4 25 | $45.0M | $5.5B | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $71.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | $59.3M | $5.8B | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $102.0M | — |
股东权益MNROSVC
| Q4 25 | $604.9M | $646.1M | ||
| Q3 25 | $601.7M | $647.9M | ||
| Q2 25 | $604.9M | $695.9M | ||
| Q1 25 | $620.8M | $734.6M | ||
| Q4 24 | $648.9M | $851.9M | ||
| Q3 24 | $651.9M | $929.0M | ||
| Q2 24 | $654.4M | $1.0B | ||
| Q1 24 | $656.8M | $1.1B |
总资产MNROSVC
| Q4 25 | $1.6B | $6.5B | ||
| Q3 25 | $1.6B | $7.0B | ||
| Q2 25 | $1.6B | $6.9B | ||
| Q1 25 | $1.6B | $7.0B | ||
| Q4 24 | $1.7B | $7.1B | ||
| Q3 24 | $1.7B | $7.1B | ||
| Q2 24 | $1.7B | $7.1B | ||
| Q1 24 | $1.7B | $7.2B |
负债/权益比MNROSVC
| Q4 25 | 0.07× | 8.52× | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.09× | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $-95.2M |
| 自由现金流率自由现金流/营收 | 3.1% | -32.1% |
| 资本支出强度资本支出/营收 | 3.0% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流MNROSVC
| Q4 25 | $17.8M | $-18.5M | ||
| Q3 25 | $32.3M | $98.1M | ||
| Q2 25 | $-1.9M | $-7.0K | ||
| Q1 25 | $28.9M | $38.2M | ||
| Q4 24 | $14.8M | $-9.7M | ||
| Q3 24 | $62.6M | $106.2M | ||
| Q2 24 | $25.6M | $43.8M | ||
| Q1 24 | $-5.3M | $-926.0K |
自由现金流MNROSVC
| Q4 25 | $9.1M | $-95.2M | ||
| Q3 25 | $26.6M | $57.9M | ||
| Q2 25 | $-9.3M | $-46.6M | ||
| Q1 25 | $23.2M | $-23.2M | ||
| Q4 24 | $7.9M | $-88.9M | ||
| Q3 24 | $57.6M | $24.1M | ||
| Q2 24 | $16.8M | $-22.3M | ||
| Q1 24 | $-11.9M | $-77.2M |
自由现金流率MNROSVC
| Q4 25 | 3.1% | -32.1% | ||
| Q3 25 | 9.2% | 15.3% | ||
| Q2 25 | -3.1% | -11.5% | ||
| Q1 25 | 7.9% | -6.9% | ||
| Q4 24 | 2.6% | -24.9% | ||
| Q3 24 | 19.1% | 6.2% | ||
| Q2 24 | 5.7% | -5.4% | ||
| Q1 24 | -3.8% | -23.0% |
资本支出强度MNROSVC
| Q4 25 | 3.0% | 25.9% | ||
| Q3 25 | 2.0% | 10.6% | ||
| Q2 25 | 2.5% | 11.5% | ||
| Q1 25 | 1.9% | 18.3% | ||
| Q4 24 | 2.2% | 22.2% | ||
| Q3 24 | 1.6% | 21.0% | ||
| Q2 24 | 3.0% | 16.0% | ||
| Q1 24 | 2.1% | 22.7% |
现金转化率MNROSVC
| 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% |
SVC
暂无分部数据
