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MONRO, INC.（MNRO）与Thryv Holdings, Inc.（THRY）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Thryv Holdings, Inc.的1.7倍（$293.4M vs $167.7M），MONRO, INC.净利率更高（3.8% vs 2.7%，领先1.1%），MONRO, INC.同比增速更快（-4.0% vs -7.5%），MONRO, INC.自由现金流更多（$9.1M vs $-5.5M），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -13.5%）
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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
MNRO vs THRY — 直观对比
营收规模更大
MNRO
是对方的1.7倍
$167.7M
营收增速更快
MNRO
高出3.5%
-7.5%
净利率更高
MNRO
高出1.1%
2.7%
自由现金流更多
MNRO
多$14.6M
$-5.5M
两年增速更快
MNRO
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $167.7M |
| 净利润 | $11.1M | $4.5M |
| 毛利率 | 34.9% | 65.2% |
| 营业利润率 | 6.3% | 37.3% |
| 净利率 | 3.8% | 2.7% |
| 营收同比 | -4.0% | -7.5% |
| 净利润同比 | 143.1% | 147.2% |
| 每股收益（稀释后） | $0.35 | $0.10 |
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MNROTHRY
| Q1 26 | — | $167.7M | ||
| Q4 25 | $293.4M | $191.6M | ||
| Q3 25 | $288.9M | $201.6M | ||
| Q2 25 | $301.0M | $210.5M | ||
| Q1 25 | $295.0M | $181.4M | ||
| Q4 24 | $305.8M | $186.6M | ||
| Q3 24 | $301.4M | $179.9M | ||
| Q2 24 | $293.2M | $224.1M |
净利润MNROTHRY
| Q1 26 | — | $4.5M | ||
| Q4 25 | $11.1M | $-9.7M | ||
| Q3 25 | $5.7M | $5.7M | ||
| Q2 25 | $-8.1M | $13.9M | ||
| Q1 25 | $-21.3M | $-9.6M | ||
| Q4 24 | $4.6M | $7.9M | ||
| Q3 24 | $5.6M | $-96.1M | ||
| Q2 24 | $5.9M | $5.5M |
毛利率MNROTHRY
| Q1 26 | — | 65.2% | ||
| Q4 25 | 34.9% | 68.0% | ||
| Q3 25 | 35.7% | 67.7% | ||
| Q2 25 | 35.5% | 69.7% | ||
| Q1 25 | 33.0% | 65.8% | ||
| Q4 24 | 34.3% | 65.9% | ||
| Q3 24 | 35.3% | 62.3% | ||
| Q2 24 | 37.2% | 66.3% |
营业利润率MNROTHRY
| Q1 26 | — | 37.3% | ||
| Q4 25 | 6.3% | 5.3% | ||
| Q3 25 | 4.4% | 9.9% | ||
| Q2 25 | -2.0% | 14.0% | ||
| Q1 25 | -8.1% | -1.7% | ||
| Q4 24 | 3.3% | -3.9% | ||
| Q3 24 | 4.4% | -49.2% | ||
| Q2 24 | 4.5% | 14.0% |
净利率MNROTHRY
| Q1 26 | — | 2.7% | ||
| Q4 25 | 3.8% | -5.0% | ||
| Q3 25 | 2.0% | 2.8% | ||
| Q2 25 | -2.7% | 6.6% | ||
| Q1 25 | -7.2% | -5.3% | ||
| Q4 24 | 1.5% | 4.2% | ||
| Q3 24 | 1.9% | -53.4% | ||
| Q2 24 | 2.0% | 2.5% |
每股收益（稀释后）MNROTHRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | $0.35 | $-0.21 | ||
| Q3 25 | $0.18 | $0.13 | ||
| Q2 25 | $-0.28 | $0.31 | ||
| Q1 25 | $-0.74 | $-0.22 | ||
| Q4 24 | $0.15 | $0.28 | ||
| Q3 24 | $0.18 | $-2.65 | ||
| Q2 24 | $0.19 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $225.4M |
| 总资产 | $1.6B | $693.7M |
| 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MNROTHRY
| Q1 26 | — | $8.0M | ||
| Q4 25 | $4.9M | $10.8M | ||
| Q3 25 | $10.5M | $11.6M | ||
| Q2 25 | $7.8M | $10.8M | ||
| Q1 25 | $20.8M | $11.0M | ||
| Q4 24 | $10.2M | $16.3M | ||
| Q3 24 | $20.9M | $12.5M | ||
| Q2 24 | $18.7M | $15.5M |
总债务MNROTHRY
| Q1 26 | — | — | ||
| Q4 25 | $45.0M | $253.5M | ||
| Q3 25 | $60.0M | $268.2M | ||
| Q2 25 | $71.5M | $275.6M | ||
| Q1 25 | $61.3M | $299.0M | ||
| Q4 24 | $59.3M | $284.3M | ||
| Q3 24 | $62.0M | $307.8M | ||
| Q2 24 | $112.0M | $342.1M |
股东权益MNROTHRY
| Q1 26 | — | $225.4M | ||
| Q4 25 | $604.9M | $218.1M | ||
| Q3 25 | $601.7M | $221.1M | ||
| Q2 25 | $604.9M | $214.9M | ||
| Q1 25 | $620.8M | $193.2M | ||
| Q4 24 | $648.9M | $196.9M | ||
| Q3 24 | $651.9M | $94.5M | ||
| Q2 24 | $654.4M | $183.1M |
总资产MNROTHRY
| Q1 26 | — | $693.7M | ||
| Q4 25 | $1.6B | $688.6M | ||
| Q3 25 | $1.6B | $701.8M | ||
| Q2 25 | $1.6B | $687.7M | ||
| Q1 25 | $1.6B | $703.7M | ||
| Q4 24 | $1.7B | $712.2M | ||
| Q3 24 | $1.7B | $654.8M | ||
| Q2 24 | $1.7B | $785.5M |
负债/权益比MNROTHRY
| Q1 26 | — | — | ||
| Q4 25 | 0.07× | 1.16× | ||
| Q3 25 | 0.10× | 1.21× | ||
| Q2 25 | 0.12× | 1.28× | ||
| Q1 25 | 0.10× | 1.55× | ||
| Q4 24 | 0.09× | 1.44× | ||
| Q3 24 | 0.10× | 3.26× | ||
| Q2 24 | 0.17× | 1.87× |
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 | $-5.5M |
| 自由现金流率自由现金流/营收 | 3.1% | -3.3% |
| 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 | $43.3M |
8季度趋势，按日历期对齐
经营现金流MNROTHRY
| Q1 26 | — | — | ||
| Q4 25 | $17.8M | $22.2M | ||
| Q3 25 | $32.3M | $22.2M | ||
| Q2 25 | $-1.9M | $29.6M | ||
| Q1 25 | $28.9M | $-10.5M | ||
| Q4 24 | $14.8M | $26.1M | ||
| Q3 24 | $62.6M | $36.0M | ||
| Q2 24 | $25.6M | $22.2M |
自由现金流MNROTHRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | $9.1M | $12.3M | ||
| Q3 25 | $26.6M | $14.6M | ||
| Q2 25 | $-9.3M | $21.8M | ||
| Q1 25 | $23.2M | $-17.6M | ||
| Q4 24 | $7.9M | $17.3M | ||
| Q3 24 | $57.6M | $27.5M | ||
| Q2 24 | $16.8M | $13.3M |
自由现金流率MNROTHRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | 3.1% | 6.4% | ||
| Q3 25 | 9.2% | 7.2% | ||
| Q2 25 | -3.1% | 10.4% | ||
| Q1 25 | 7.9% | -9.7% | ||
| Q4 24 | 2.6% | 9.3% | ||
| Q3 24 | 19.1% | 15.3% | ||
| Q2 24 | 5.7% | 5.9% |
资本支出强度MNROTHRY
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.2% | ||
| Q3 25 | 2.0% | 3.8% | ||
| Q2 25 | 2.5% | 3.7% | ||
| Q1 25 | 1.9% | 3.9% | ||
| Q4 24 | 2.2% | 4.7% | ||
| Q3 24 | 1.6% | 4.7% | ||
| Q2 24 | 3.0% | 4.0% |
现金转化率MNROTHRY
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | 3.93× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | 3.32× | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | 4.01× |
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% |
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
