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MONRO, INC.(MNRO)与VIRTUS INVESTMENT PARTNERS, INC.(VRTS)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VIRTUS INVESTMENT PARTNERS, INC.的1.5倍($293.4M vs $199.5M),MONRO, INC.净利率更高(3.8% vs 3.6%,领先0.2%),MONRO, INC.同比增速更快(-4.0% vs -4.1%),过去两年MONRO, INC.的营收复合增速更高(-2.7% vs -5.7%)
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。
Virtus Investment Partners是一家美国多管理人资产管理企业,旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人,同时也提供非关联子投资顾问服务,为客户提供多元化的资产管理解决方案。
MNRO vs VRTS — 直观对比
营收规模更大
MNRO
是对方的1.5倍
$199.5M
营收增速更快
MNRO
高出0.0%
-4.1%
净利率更高
MNRO
高出0.2%
3.6%
两年增速更快
MNRO
近两年复合增速
-5.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $293.4M | $199.5M |
| 净利润 | $11.1M | $7.1M |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | 7.7% |
| 净利率 | 3.8% | 3.6% |
| 营收同比 | -4.0% | -4.1% |
| 净利润同比 | 143.1% | -78.1% |
| 每股收益(稀释后) | $0.35 | $1.05 |
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
MNRO
VRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $293.4M | $208.0M | ||
| Q3 25 | $288.9M | $216.4M | ||
| Q2 25 | $301.0M | $210.5M | ||
| Q1 25 | $295.0M | $217.9M | ||
| Q4 24 | $305.8M | $233.5M | ||
| Q3 24 | $301.4M | $227.0M | ||
| Q2 24 | $293.2M | $224.4M |
净利润
MNRO
VRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $11.1M | $33.9M | ||
| Q3 25 | $5.7M | $31.3M | ||
| Q2 25 | $-8.1M | $42.7M | ||
| Q1 25 | $-21.3M | $28.1M | ||
| Q4 24 | $4.6M | $39.5M | ||
| Q3 24 | $5.6M | $49.1M | ||
| Q2 24 | $5.9M | $26.0M |
毛利率
MNRO
VRTS
| 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
MNRO
VRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 6.3% | 19.1% | ||
| Q3 25 | 4.4% | 21.7% | ||
| Q2 25 | -2.0% | 21.5% | ||
| Q1 25 | -8.1% | 16.8% | ||
| Q4 24 | 3.3% | 21.7% | ||
| Q3 24 | 4.4% | 24.3% | ||
| Q2 24 | 4.5% | 19.7% |
净利率
MNRO
VRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 3.8% | 16.3% | ||
| Q3 25 | 2.0% | 14.5% | ||
| Q2 25 | -2.7% | 20.3% | ||
| Q1 25 | -7.2% | 12.9% | ||
| Q4 24 | 1.5% | 16.9% | ||
| Q3 24 | 1.9% | 21.6% | ||
| Q2 24 | 2.0% | 11.6% |
每股收益(稀释后)
MNRO
VRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.35 | $5.15 | ||
| Q3 25 | $0.18 | $4.65 | ||
| Q2 25 | $-0.28 | $6.12 | ||
| Q1 25 | $-0.74 | $4.05 | ||
| Q4 24 | $0.15 | $4.65 | ||
| Q3 24 | $0.18 | $5.71 | ||
| Q2 24 | $0.19 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $93.6B |
| 总资产 | $1.6B | — |
| 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
MNRO
VRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $4.9M | — | ||
| Q3 25 | $10.5M | — | ||
| Q2 25 | $7.8M | — | ||
| Q1 25 | $20.8M | — | ||
| Q4 24 | $10.2M | — | ||
| Q3 24 | $20.9M | — | ||
| Q2 24 | $18.7M | — |
总债务
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $45.0M | $390.0M | ||
| Q3 25 | $60.0M | $390.6M | ||
| Q2 25 | $71.5M | $231.3M | ||
| Q1 25 | $61.3M | $231.7M | ||
| Q4 24 | $59.3M | $232.1M | ||
| Q3 24 | $62.0M | $237.5M | ||
| Q2 24 | $112.0M | $247.6M |
股东权益
MNRO
VRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $604.9M | $934.0M | ||
| Q3 25 | $601.7M | $918.7M | ||
| Q2 25 | $604.9M | $896.4M | ||
| Q1 25 | $620.8M | $893.7M | ||
| Q4 24 | $648.9M | $897.5M | ||
| Q3 24 | $651.9M | $889.0M | ||
| Q2 24 | $654.4M | $868.7M |
总资产
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $4.3B | ||
| Q3 25 | $1.6B | $3.9B | ||
| Q2 25 | $1.6B | $3.7B | ||
| Q1 25 | $1.6B | $3.7B | ||
| Q4 24 | $1.7B | $4.0B | ||
| Q3 24 | $1.7B | $3.6B | ||
| Q2 24 | $1.7B | $3.6B |
负债/权益比
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.07× | 0.42× | ||
| Q3 25 | 0.10× | 0.43× | ||
| Q2 25 | 0.12× | 0.26× | ||
| Q1 25 | 0.10× | 0.26× | ||
| Q4 24 | 0.09× | 0.26× | ||
| Q3 24 | 0.10× | 0.27× | ||
| Q2 24 | 0.17× | 0.29× |
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 | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $17.8M | $-67.2M | ||
| Q3 25 | $32.3M | $108.3M | ||
| Q2 25 | $-1.9M | $75.8M | ||
| Q1 25 | $28.9M | $-3.8M | ||
| Q4 24 | $14.8M | $1.8M | ||
| Q3 24 | $62.6M | $69.1M | ||
| Q2 24 | $25.6M | $70.0M |
自由现金流
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $9.1M | $-74.1M | ||
| Q3 25 | $26.6M | $106.9M | ||
| Q2 25 | $-9.3M | $74.2M | ||
| Q1 25 | $23.2M | $-6.8M | ||
| Q4 24 | $7.9M | $-3.8M | ||
| Q3 24 | $57.6M | $68.7M | ||
| Q2 24 | $16.8M | $68.6M |
自由现金流率
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | -35.6% | ||
| Q3 25 | 9.2% | 49.4% | ||
| Q2 25 | -3.1% | 35.2% | ||
| Q1 25 | 7.9% | -3.1% | ||
| Q4 24 | 2.6% | -1.6% | ||
| Q3 24 | 19.1% | 30.3% | ||
| Q2 24 | 5.7% | 30.6% |
资本支出强度
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 3.3% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.5% | 0.7% | ||
| Q1 25 | 1.9% | 1.4% | ||
| Q4 24 | 2.2% | 2.4% | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 3.0% | 0.6% |
现金转化率
MNRO
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | -1.99× | ||
| Q3 25 | 5.71× | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | 3.23× | 0.04× | ||
| Q3 24 | 11.08× | 1.41× | ||
| Q2 24 | 4.37× | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |