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MONRO, INC.（MNRO）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是MONRO, INC.的1.2倍（$362.7M vs $293.4M），MONRO, INC.净利率更高（3.8% vs -10.7%，领先14.5%），MONRO, INC.自由现金流更多（$9.1M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
MNRO vs VNET — 直观对比
营收规模更大
VNET
是对方的1.2倍
$293.4M
净利率更高
MNRO
高出14.5%
-10.7%
自由现金流更多
MNRO
多$202.2M
$-193.1M
两年增速更快
VNET
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $362.7M |
| 净利润 | $11.1M | $-38.7M |
| 毛利率 | 34.9% | 20.9% |
| 营业利润率 | 6.3% | 0.5% |
| 净利率 | 3.8% | -10.7% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 143.1% | — |
| 每股收益（稀释后） | $0.35 | — |
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MNROVNET
| Q4 25 | $293.4M | — | ||
| Q3 25 | $288.9M | $362.7M | ||
| Q2 25 | $301.0M | — | ||
| Q1 25 | $295.0M | $309.5M | ||
| Q4 24 | $305.8M | — | ||
| Q3 24 | $301.4M | $302.2M | ||
| Q2 24 | $293.2M | $274.4M | ||
| Q1 24 | $310.1M | $262.9M |
净利润MNROVNET
| Q4 25 | $11.1M | — | ||
| Q3 25 | $5.7M | $-38.7M | ||
| Q2 25 | $-8.1M | — | ||
| Q1 25 | $-21.3M | $-2.4M | ||
| Q4 24 | $4.6M | — | ||
| Q3 24 | $5.6M | $-2.1M | ||
| Q2 24 | $5.9M | $-1.1M | ||
| Q1 24 | $3.7M | $-22.0M |
毛利率MNROVNET
| Q4 25 | 34.9% | — | ||
| Q3 25 | 35.7% | 20.9% | ||
| Q2 25 | 35.5% | — | ||
| Q1 25 | 33.0% | 25.2% | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 35.3% | 23.2% | ||
| Q2 24 | 37.2% | 21.3% | ||
| Q1 24 | 35.5% | 21.6% |
营业利润率MNROVNET
| Q4 25 | 6.3% | — | ||
| Q3 25 | 4.4% | 0.5% | ||
| Q2 25 | -2.0% | — | ||
| Q1 25 | -8.1% | 0.1% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 4.4% | 24.5% | ||
| Q2 24 | 4.5% | 0.2% | ||
| Q1 24 | 3.3% | 0.2% |
净利率MNROVNET
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.0% | -10.7% | ||
| Q2 25 | -2.7% | — | ||
| Q1 25 | -7.2% | -0.8% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.9% | -0.7% | ||
| Q2 24 | 2.0% | -0.4% | ||
| Q1 24 | 1.2% | -8.4% |
每股收益（稀释后）MNROVNET
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.18 | — | ||
| Q2 25 | $-0.28 | — | ||
| Q1 25 | $-0.74 | — | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.18 | — | ||
| Q2 24 | $0.19 | — | ||
| Q1 24 | $0.12 | — |
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 | $492.1M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $890.8M |
| 总资产 | $1.6B | $6.1B |
| 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MNROVNET
| Q4 25 | $4.9M | — | ||
| Q3 25 | $10.5M | $492.1M | ||
| Q2 25 | $7.8M | — | ||
| Q1 25 | $20.8M | $544.3M | ||
| Q4 24 | $10.2M | — | ||
| Q3 24 | $20.9M | $219.5M | ||
| Q2 24 | $18.7M | $247.2M | ||
| Q1 24 | $6.6M | $246.9M |
总债务MNROVNET
| Q4 25 | $45.0M | — | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $71.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | $59.3M | — | ||
| Q3 24 | $62.0M | $1.2B | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $102.0M | — |
股东权益MNROVNET
| Q4 25 | $604.9M | — | ||
| Q3 25 | $601.7M | $890.8M | ||
| Q2 25 | $604.9M | — | ||
| Q1 25 | $620.8M | $927.8M | ||
| Q4 24 | $648.9M | — | ||
| Q3 24 | $651.9M | $902.9M | ||
| Q2 24 | $654.4M | $900.6M | ||
| Q1 24 | $656.8M | $895.1M |
总资产MNROVNET
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $6.1B | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | $5.4B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $4.3B | ||
| Q2 24 | $1.7B | $4.0B | ||
| Q1 24 | $1.7B | $3.9B |
负债/权益比MNROVNET
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $-193.1M |
| 自由现金流率自由现金流/营收 | 3.1% | -53.2% |
| 资本支出强度资本支出/营收 | 3.0% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流MNROVNET
| Q4 25 | $17.8M | — | ||
| Q3 25 | $32.3M | $113.8M | ||
| Q2 25 | $-1.9M | — | ||
| Q1 25 | $28.9M | $27.0M | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $62.6M | $108.3M | ||
| Q2 24 | $25.6M | $55.8M | ||
| Q1 24 | $-5.3M | $37.1M |
自由现金流MNROVNET
| Q4 25 | $9.1M | — | ||
| Q3 25 | $26.6M | $-193.1M | ||
| Q2 25 | $-9.3M | — | ||
| Q1 25 | $23.2M | $-220.0M | ||
| Q4 24 | $7.9M | — | ||
| Q3 24 | $57.6M | $-95.0M | ||
| Q2 24 | $16.8M | $-81.6M | ||
| Q1 24 | $-11.9M | $-102.2M |
自由现金流率MNROVNET
| Q4 25 | 3.1% | — | ||
| Q3 25 | 9.2% | -53.2% | ||
| Q2 25 | -3.1% | — | ||
| Q1 25 | 7.9% | -71.1% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 19.1% | -31.4% | ||
| Q2 24 | 5.7% | -29.8% | ||
| Q1 24 | -3.8% | -38.9% |
资本支出强度MNROVNET
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.0% | 84.6% | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.9% | 79.8% | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.6% | 67.3% | ||
| Q2 24 | 3.0% | 50.1% | ||
| Q1 24 | 2.1% | 53.0% |
现金转化率MNROVNET
| 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% |
VNET
暂无分部数据
