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MONRO, INC.（MNRO）与VERRA MOBILITY Corp（VRRM）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VERRA MOBILITY Corp的1.3倍（$293.4M vs $223.6M），VERRA MOBILITY Corp净利率更高（12.0% vs 3.8%，领先8.2%），VERRA MOBILITY Corp同比增速更快（0.1% vs -4.0%），VERRA MOBILITY Corp自由现金流更多（$9.6M vs $9.1M），过去两年VERRA MOBILITY Corp的营收复合增速更高（0.3% 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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
MNRO vs VRRM — 直观对比
营收规模更大
MNRO
是对方的1.3倍
$223.6M
营收增速更快
VRRM
高出4.2%
-4.0%
净利率更高
VRRM
高出8.2%
3.8%
自由现金流更多
VRRM
多$516.0K
$9.1M
两年增速更快
VRRM
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $223.6M |
| 净利润 | $11.1M | $26.7M |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | 23.2% |
| 净利率 | 3.8% | 12.0% |
| 营收同比 | -4.0% | 0.1% |
| 净利润同比 | 143.1% | -17.3% |
| 每股收益（稀释后） | $0.35 | $0.17 |
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MNROVRRM
| Q1 26 | — | $223.6M | ||
| Q4 25 | $293.4M | $257.9M | ||
| Q3 25 | $288.9M | $261.9M | ||
| Q2 25 | $301.0M | $236.0M | ||
| Q1 25 | $295.0M | $223.3M | ||
| Q4 24 | $305.8M | $221.5M | ||
| Q3 24 | $301.4M | $225.6M | ||
| Q2 24 | $293.2M | $222.4M |
净利润MNROVRRM
| Q1 26 | — | $26.7M | ||
| Q4 25 | $11.1M | $18.9M | ||
| Q3 25 | $5.7M | $46.8M | ||
| Q2 25 | $-8.1M | $38.6M | ||
| Q1 25 | $-21.3M | $32.3M | ||
| Q4 24 | $4.6M | $-66.7M | ||
| Q3 24 | $5.6M | $34.7M | ||
| Q2 24 | $5.9M | $34.2M |
毛利率MNROVRRM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率MNROVRRM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 6.3% | 16.7% | ||
| Q3 25 | 4.4% | 28.6% | ||
| Q2 25 | -2.0% | 26.8% | ||
| Q1 25 | -8.1% | 25.7% | ||
| Q4 24 | 3.3% | -19.6% | ||
| Q3 24 | 4.4% | 28.3% | ||
| Q2 24 | 4.5% | 27.5% |
净利率MNROVRRM
| Q1 26 | — | 12.0% | ||
| Q4 25 | 3.8% | 7.3% | ||
| Q3 25 | 2.0% | 17.9% | ||
| Q2 25 | -2.7% | 16.3% | ||
| Q1 25 | -7.2% | 14.5% | ||
| Q4 24 | 1.5% | -30.1% | ||
| Q3 24 | 1.9% | 15.4% | ||
| Q2 24 | 2.0% | 15.4% |
每股收益（稀释后）MNROVRRM
| Q1 26 | — | $0.17 | ||
| Q4 25 | $0.35 | $0.12 | ||
| Q3 25 | $0.18 | $0.29 | ||
| Q2 25 | $-0.28 | $0.24 | ||
| Q1 25 | $-0.74 | $0.20 | ||
| Q4 24 | $0.15 | $-0.39 | ||
| Q3 24 | $0.18 | $0.21 | ||
| Q2 24 | $0.19 | $0.20 |
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 | $46.9M |
| 总债务越低越好 | $45.0M | $34.1M |
| 股东权益账面价值 | $604.9M | $272.0M |
| 总资产 | $1.6B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.07× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资MNROVRRM
| Q1 26 | — | $46.9M | ||
| Q4 25 | $4.9M | $65.3M | ||
| Q3 25 | $10.5M | $196.1M | ||
| Q2 25 | $7.8M | $147.7M | ||
| Q1 25 | $20.8M | $108.5M | ||
| Q4 24 | $10.2M | $77.6M | ||
| Q3 24 | $20.9M | $206.1M | ||
| Q2 24 | $18.7M | $122.0M |
总债务MNROVRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | $45.0M | $1.0B | ||
| Q3 25 | $60.0M | $1.0B | ||
| Q2 25 | $71.5M | $1.0B | ||
| Q1 25 | $61.3M | $1.0B | ||
| Q4 24 | $59.3M | $1.0B | ||
| Q3 24 | $62.0M | $1.0B | ||
| Q2 24 | $112.0M | $1.0B |
股东权益MNROVRRM
| Q1 26 | — | $272.0M | ||
| Q4 25 | $604.9M | $293.0M | ||
| Q3 25 | $601.7M | $403.1M | ||
| Q2 25 | $604.9M | $352.1M | ||
| Q1 25 | $620.8M | $299.6M | ||
| Q4 24 | $648.9M | $265.1M | ||
| Q3 24 | $651.9M | $486.5M | ||
| Q2 24 | $654.4M | $438.6M |
总资产MNROVRRM
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.7B | $1.6B | ||
| Q3 24 | $1.7B | $1.9B | ||
| Q2 24 | $1.7B | $1.8B |
负债/权益比MNROVRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | 0.07× | 3.51× | ||
| Q3 25 | 0.10× | 2.55× | ||
| Q2 25 | 0.12× | 2.93× | ||
| Q1 25 | 0.10× | 3.45× | ||
| Q4 24 | 0.09× | 3.90× | ||
| Q3 24 | 0.10× | 2.13× | ||
| Q2 24 | 0.17× | 2.36× |
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 | $40.8M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $9.6M |
| 自由现金流率自由现金流/营收 | 3.1% | 4.3% |
| 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× | 1.53× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $104.6M |
8季度趋势，按日历期对齐
经营现金流MNROVRRM
| Q1 26 | — | $40.8M | ||
| Q4 25 | $17.8M | $40.0M | ||
| Q3 25 | $32.3M | $77.7M | ||
| Q2 25 | $-1.9M | $75.1M | ||
| Q1 25 | $28.9M | $63.0M | ||
| Q4 24 | $14.8M | $40.5M | ||
| Q3 24 | $62.6M | $108.8M | ||
| Q2 24 | $25.6M | $40.0M |
自由现金流MNROVRRM
| Q1 26 | — | $9.6M | ||
| Q4 25 | $9.1M | $5.7M | ||
| Q3 25 | $26.6M | $49.0M | ||
| Q2 25 | $-9.3M | $40.3M | ||
| Q1 25 | $23.2M | $41.7M | ||
| Q4 24 | $7.9M | $21.6M | ||
| Q3 24 | $57.6M | $85.1M | ||
| Q2 24 | $16.8M | $26.0M |
自由现金流率MNROVRRM
| Q1 26 | — | 4.3% | ||
| Q4 25 | 3.1% | 2.2% | ||
| Q3 25 | 9.2% | 18.7% | ||
| Q2 25 | -3.1% | 17.1% | ||
| Q1 25 | 7.9% | 18.7% | ||
| Q4 24 | 2.6% | 9.8% | ||
| Q3 24 | 19.1% | 37.7% | ||
| Q2 24 | 5.7% | 11.7% |
资本支出强度MNROVRRM
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 13.3% | ||
| Q3 25 | 2.0% | 11.0% | ||
| Q2 25 | 2.5% | 14.8% | ||
| Q1 25 | 1.9% | 9.5% | ||
| Q4 24 | 2.2% | 8.5% | ||
| Q3 24 | 1.6% | 10.5% | ||
| Q2 24 | 3.0% | 6.3% |
现金转化率MNROVRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | 1.60× | 2.12× | ||
| Q3 25 | 5.71× | 1.66× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 1.95× | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | 3.13× | ||
| Q2 24 | 4.37× | 1.17× |
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% |
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
