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MONRO, INC.（MNRO）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是MONRO, INC.的2.1倍（$613.5M vs $293.4M），Tyler Technologies净利率更高（13.2% vs 3.8%，领先9.4%），Tyler Technologies同比增速更快（8.6% vs -4.0%），MONRO, INC.自由现金流更多（$9.1M vs $2.0M），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
MNRO vs TYL — 直观对比
营收规模更大
TYL
是对方的2.1倍
$293.4M
营收增速更快
TYL
高出12.6%
-4.0%
净利率更高
TYL
高出9.4%
3.8%
自由现金流更多
MNRO
多$7.1M
$2.0M
两年增速更快
TYL
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $613.5M |
| 净利润 | $11.1M | $81.2M |
| 毛利率 | 34.9% | 48.3% |
| 营业利润率 | 6.3% | 16.3% |
| 净利率 | 3.8% | 13.2% |
| 营收同比 | -4.0% | 8.6% |
| 净利润同比 | 143.1% | — |
| 每股收益（稀释后） | $0.35 | $1.88 |
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MNROTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $293.4M | $575.2M | ||
| Q3 25 | $288.9M | $595.9M | ||
| Q2 25 | $301.0M | $596.1M | ||
| Q1 25 | $295.0M | $565.2M | ||
| Q4 24 | $305.8M | $541.1M | ||
| Q3 24 | $301.4M | $543.3M | ||
| Q2 24 | $293.2M | $541.0M |
净利润MNROTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $11.1M | $65.5M | ||
| Q3 25 | $5.7M | $84.4M | ||
| Q2 25 | $-8.1M | $84.6M | ||
| Q1 25 | $-21.3M | $81.1M | ||
| Q4 24 | $4.6M | $65.2M | ||
| Q3 24 | $5.6M | $75.9M | ||
| Q2 24 | $5.9M | $67.7M |
毛利率MNROTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 34.9% | 45.5% | ||
| Q3 25 | 35.7% | 47.2% | ||
| Q2 25 | 35.5% | 45.8% | ||
| Q1 25 | 33.0% | 47.3% | ||
| Q4 24 | 34.3% | 43.8% | ||
| Q3 24 | 35.3% | 43.7% | ||
| Q2 24 | 37.2% | 44.0% |
营业利润率MNROTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 6.3% | 13.0% | ||
| Q3 25 | 4.4% | 16.4% | ||
| Q2 25 | -2.0% | 16.0% | ||
| Q1 25 | -8.1% | 15.8% | ||
| Q4 24 | 3.3% | 13.2% | ||
| Q3 24 | 4.4% | 15.2% | ||
| Q2 24 | 4.5% | 14.4% |
净利率MNROTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 3.8% | 11.4% | ||
| Q3 25 | 2.0% | 14.2% | ||
| Q2 25 | -2.7% | 14.2% | ||
| Q1 25 | -7.2% | 14.3% | ||
| Q4 24 | 1.5% | 12.1% | ||
| Q3 24 | 1.9% | 14.0% | ||
| Q2 24 | 2.0% | 12.5% |
每股收益（稀释后）MNROTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $0.35 | $1.50 | ||
| Q3 25 | $0.18 | $1.93 | ||
| Q2 25 | $-0.28 | $1.93 | ||
| Q1 25 | $-0.74 | $1.84 | ||
| Q4 24 | $0.15 | $1.48 | ||
| Q3 24 | $0.18 | $1.74 | ||
| Q2 24 | $0.19 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $3.6B |
| 总资产 | $1.6B | $4.8B |
| 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MNROTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $4.9M | $1.1B | ||
| Q3 25 | $10.5M | $950.8M | ||
| Q2 25 | $7.8M | $892.3M | ||
| Q1 25 | $20.8M | $807.4M | ||
| Q4 24 | $10.2M | $768.0M | ||
| Q3 24 | $20.9M | $544.3M | ||
| Q2 24 | $18.7M | $258.0M |
总债务MNROTYL
| Q1 26 | — | — | ||
| Q4 25 | $45.0M | $599.7M | ||
| Q3 25 | $60.0M | $599.2M | ||
| Q2 25 | $71.5M | $598.8M | ||
| Q1 25 | $61.3M | $598.4M | ||
| Q4 24 | $59.3M | $597.9M | ||
| Q3 24 | $62.0M | $597.5M | ||
| Q2 24 | $112.0M | $597.1M |
股东权益MNROTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $604.9M | $3.7B | ||
| Q3 25 | $601.7M | $3.6B | ||
| Q2 25 | $604.9M | $3.6B | ||
| Q1 25 | $620.8M | $3.5B | ||
| Q4 24 | $648.9M | $3.4B | ||
| Q3 24 | $651.9M | $3.3B | ||
| Q2 24 | $654.4M | $3.1B |
总资产MNROTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $1.6B | $5.6B | ||
| Q3 25 | $1.6B | $5.5B | ||
| Q2 25 | $1.6B | $5.4B | ||
| Q1 25 | $1.6B | $5.2B | ||
| Q4 24 | $1.7B | $5.2B | ||
| Q3 24 | $1.7B | $5.0B | ||
| Q2 24 | $1.7B | $4.8B |
负债/权益比MNROTYL
| Q1 26 | — | — | ||
| Q4 25 | 0.07× | 0.16× | ||
| Q3 25 | 0.10× | 0.17× | ||
| Q2 25 | 0.12× | 0.16× | ||
| Q1 25 | 0.10× | 0.17× | ||
| Q4 24 | 0.09× | 0.18× | ||
| Q3 24 | 0.10× | 0.18× | ||
| Q2 24 | 0.17× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $2.0M |
| 自由现金流率自由现金流/营收 | 3.1% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $585.7M |
8季度趋势，按日历期对齐
经营现金流MNROTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $17.8M | $243.9M | ||
| Q3 25 | $32.3M | $255.2M | ||
| Q2 25 | $-1.9M | $98.3M | ||
| Q1 25 | $28.9M | $56.2M | ||
| Q4 24 | $14.8M | $224.8M | ||
| Q3 24 | $62.6M | $263.7M | ||
| Q2 24 | $25.6M | $64.3M |
自由现金流MNROTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $9.1M | $239.6M | ||
| Q3 25 | $26.6M | $251.3M | ||
| Q2 25 | $-9.3M | $92.8M | ||
| Q1 25 | $23.2M | $53.8M | ||
| Q4 24 | $7.9M | $221.0M | ||
| Q3 24 | $57.6M | $260.8M | ||
| Q2 24 | $16.8M | $57.7M |
自由现金流率MNROTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 3.1% | 41.7% | ||
| Q3 25 | 9.2% | 42.2% | ||
| Q2 25 | -3.1% | 15.6% | ||
| Q1 25 | 7.9% | 9.5% | ||
| Q4 24 | 2.6% | 40.8% | ||
| Q3 24 | 19.1% | 48.0% | ||
| Q2 24 | 5.7% | 10.7% |
资本支出强度MNROTYL
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.8% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.5% | 0.9% | ||
| Q1 25 | 1.9% | 0.4% | ||
| Q4 24 | 2.2% | 0.7% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 3.0% | 1.2% |
现金转化率MNROTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 1.60× | 3.72× | ||
| Q3 25 | 5.71× | 3.02× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | 3.23× | 3.45× | ||
| Q3 24 | 11.08× | 3.47× | ||
| Q2 24 | 4.37× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
