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MONRO, INC.（MNRO）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是MONRO, INC.的1.2倍（$340.0M vs $293.4M），MONRO, INC.净利率更高（3.8% vs -12.9%，领先16.7%），Walker & Dunlop, Inc.同比增速更快（-0.4% vs -4.0%），MONRO, INC.自由现金流更多（$9.1M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
MNRO vs WD — 直观对比
营收规模更大
WD
是对方的1.2倍
$293.4M
营收增速更快
WD
高出3.6%
-4.0%
净利率更高
MNRO
高出16.7%
-12.9%
自由现金流更多
MNRO
多$689.2M
$-680.1M
两年增速更快
WD
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $340.0M |
| 净利润 | $11.1M | $-13.9M |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | -17.2% |
| 净利率 | 3.8% | -12.9% |
| 营收同比 | -4.0% | -0.4% |
| 净利润同比 | 143.1% | -131.0% |
| 每股收益（稀释后） | $0.35 | $-0.41 |
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MNROWD
| Q4 25 | $293.4M | $340.0M | ||
| Q3 25 | $288.9M | $337.7M | ||
| Q2 25 | $301.0M | $319.2M | ||
| Q1 25 | $295.0M | $237.4M | ||
| Q4 24 | $305.8M | $341.5M | ||
| Q3 24 | $301.4M | $292.3M | ||
| Q2 24 | $293.2M | $270.7M | ||
| Q1 24 | $310.1M | $228.1M |
净利润MNROWD
| Q4 25 | $11.1M | $-13.9M | ||
| Q3 25 | $5.7M | $33.5M | ||
| Q2 25 | $-8.1M | $34.0M | ||
| Q1 25 | $-21.3M | $2.8M | ||
| Q4 24 | $4.6M | $44.8M | ||
| Q3 24 | $5.6M | $28.8M | ||
| Q2 24 | $5.9M | $22.7M | ||
| Q1 24 | $3.7M | $11.9M |
毛利率MNROWD
| 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% | — | ||
| Q1 24 | 35.5% | — |
营业利润率MNROWD
| Q4 25 | 6.3% | -17.2% | ||
| Q3 25 | 4.4% | 13.6% | ||
| Q2 25 | -2.0% | 14.5% | ||
| Q1 25 | -8.1% | 2.2% | ||
| Q4 24 | 3.3% | 15.3% | ||
| Q3 24 | 4.4% | 12.8% | ||
| Q2 24 | 4.5% | 10.4% | ||
| Q1 24 | 3.3% | 6.0% |
净利率MNROWD
| Q4 25 | 3.8% | -12.9% | ||
| Q3 25 | 2.0% | 9.9% | ||
| Q2 25 | -2.7% | 10.6% | ||
| Q1 25 | -7.2% | 1.2% | ||
| Q4 24 | 1.5% | 13.1% | ||
| Q3 24 | 1.9% | 9.9% | ||
| Q2 24 | 2.0% | 8.4% | ||
| Q1 24 | 1.2% | 5.2% |
每股收益（稀释后）MNROWD
| Q4 25 | $0.35 | $-0.41 | ||
| Q3 25 | $0.18 | $0.98 | ||
| Q2 25 | $-0.28 | $0.99 | ||
| Q1 25 | $-0.74 | $0.08 | ||
| Q4 24 | $0.15 | $1.32 | ||
| Q3 24 | $0.18 | $0.85 | ||
| Q2 24 | $0.19 | $0.67 | ||
| Q1 24 | $0.12 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $1.7B |
| 总资产 | $1.6B | $5.1B |
| 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MNROWD
| Q4 25 | $4.9M | $299.3M | ||
| Q3 25 | $10.5M | $274.8M | ||
| Q2 25 | $7.8M | $233.7M | ||
| Q1 25 | $20.8M | $181.0M | ||
| Q4 24 | $10.2M | $279.3M | ||
| Q3 24 | $20.9M | $179.8M | ||
| Q2 24 | $18.7M | $208.1M | ||
| Q1 24 | $6.6M | $216.5M |
总债务MNROWD
| Q4 25 | $45.0M | — | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $71.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | $59.3M | — | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $102.0M | — |
股东权益MNROWD
| Q4 25 | $604.9M | $1.7B | ||
| Q3 25 | $601.7M | $1.8B | ||
| Q2 25 | $604.9M | $1.8B | ||
| Q1 25 | $620.8M | $1.7B | ||
| Q4 24 | $648.9M | $1.7B | ||
| Q3 24 | $651.9M | $1.7B | ||
| Q2 24 | $654.4M | $1.7B | ||
| Q1 24 | $656.8M | $1.7B |
总资产MNROWD
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.8B | ||
| Q2 25 | $1.6B | $4.7B | ||
| Q1 25 | $1.6B | $4.5B | ||
| Q4 24 | $1.7B | $4.4B | ||
| Q3 24 | $1.7B | $4.6B | ||
| Q2 24 | $1.7B | $4.2B | ||
| Q1 24 | $1.7B | $3.8B |
负债/权益比MNROWD
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $-680.1M |
| 自由现金流率自由现金流/营收 | 3.1% | -200.0% |
| 资本支出强度资本支出/营收 | 3.0% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流MNROWD
| Q4 25 | $17.8M | $-664.3M | ||
| Q3 25 | $32.3M | $-948.1M | ||
| Q2 25 | $-1.9M | $-238.5M | ||
| Q1 25 | $28.9M | $-281.1M | ||
| Q4 24 | $14.8M | $129.4M | ||
| Q3 24 | $62.6M | $-202.0M | ||
| Q2 24 | $25.6M | $-237.8M | ||
| Q1 24 | $-5.3M | $38.4M |
自由现金流MNROWD
| Q4 25 | $9.1M | $-680.1M | ||
| Q3 25 | $26.6M | $-950.4M | ||
| Q2 25 | $-9.3M | $-241.0M | ||
| Q1 25 | $23.2M | $-284.7M | ||
| Q4 24 | $7.9M | $116.4M | ||
| Q3 24 | $57.6M | $-204.0M | ||
| Q2 24 | $16.8M | $-241.7M | ||
| Q1 24 | $-11.9M | $35.2M |
自由现金流率MNROWD
| Q4 25 | 3.1% | -200.0% | ||
| Q3 25 | 9.2% | -281.5% | ||
| Q2 25 | -3.1% | -75.5% | ||
| Q1 25 | 7.9% | -120.0% | ||
| Q4 24 | 2.6% | 34.1% | ||
| Q3 24 | 19.1% | -69.8% | ||
| Q2 24 | 5.7% | -89.3% | ||
| Q1 24 | -3.8% | 15.4% |
资本支出强度MNROWD
| Q4 25 | 3.0% | 4.6% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.5% | 0.8% | ||
| Q1 25 | 1.9% | 1.5% | ||
| Q4 24 | 2.2% | 3.8% | ||
| Q3 24 | 1.6% | 0.7% | ||
| Q2 24 | 3.0% | 1.4% | ||
| Q1 24 | 2.1% | 1.4% |
现金转化率MNROWD
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | 3.23× | 2.89× | ||
| Q3 24 | 11.08× | -7.01× | ||
| Q2 24 | 4.37× | -10.49× | ||
| Q1 24 | -1.42× | 3.24× |
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% |
WD
暂无分部数据
