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亚马逊(AMZN)与Boot Barn Holdings, Inc.(BOOT)财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是Boot Barn Holdings, Inc.的302.4倍($213.4B vs $705.6M)。Boot Barn Holdings, Inc.净利率更高(12.2% vs 9.9%,领先2.2%)。Boot Barn Holdings, Inc.同比增速更快(16.0% vs 13.6%)。亚马逊自由现金流更多($14.9B vs $148.0M)。过去两年Boot Barn Holdings, Inc.的营收复合增速更高(34.8% vs 22.0%)
亚马逊是全球知名的综合电商与科技企业,业务覆盖北美及全球多个地区,设有北美零售、国际零售、亚马逊云科技(AWS)三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外,也为第三方卖家提供销售平台,还自主研发销售Kindle、Fire平板等电子设备。
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业,1919年于伦敦证券交易所上市,是英国首家上市的住宅建造商。两次世界大战期间,该公司住宅建造量位居全英首位,目前仍是英国颇具规模的建筑与物业管理服务商。
AMZN vs BOOT — 直观对比
营收规模更大
AMZN
是对方的302.4倍
$705.6M
营收增速更快
BOOT
高出2.4%
13.6%
净利率更高
BOOT
高出2.2%
9.9%
自由现金流更多
AMZN
多$14.8B
$148.0M
两年增速更快
BOOT
近两年复合增速
22.0%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $213.4B | $705.6M |
| 净利润 | $21.2B | $85.8M |
| 毛利率 | 48.5% | 39.9% |
| 营业利润率 | 11.7% | 16.3% |
| 净利率 | 9.9% | 12.2% |
| 营收同比 | 13.6% | 16.0% |
| 净利润同比 | 5.9% | 14.3% |
| 每股收益(稀释后) | $1.95 | $2.79 |
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
AMZN
BOOT
| Q4 25 | $213.4B | $705.6M | ||
| Q3 25 | $180.2B | $505.4M | ||
| Q2 25 | $167.7B | $504.1M | ||
| Q1 25 | $155.7B | $453.7M | ||
| Q4 24 | $187.8B | $608.2M | ||
| Q3 24 | $158.9B | $425.8M | ||
| Q2 24 | $148.0B | $423.4M | ||
| Q1 24 | $143.3B | $388.5M |
净利润
AMZN
BOOT
| Q4 25 | $21.2B | $85.8M | ||
| Q3 25 | $21.2B | $42.2M | ||
| Q2 25 | $18.2B | $53.4M | ||
| Q1 25 | $17.1B | $37.5M | ||
| Q4 24 | $20.0B | $75.1M | ||
| Q3 24 | $15.3B | $29.4M | ||
| Q2 24 | $13.5B | $38.9M | ||
| Q1 24 | $10.4B | $29.4M |
毛利率
AMZN
BOOT
| Q4 25 | 48.5% | 39.9% | ||
| Q3 25 | 50.8% | 36.4% | ||
| Q2 25 | 51.8% | 39.1% | ||
| Q1 25 | 50.6% | 37.1% | ||
| Q4 24 | 47.3% | 39.3% | ||
| Q3 24 | 49.0% | 35.9% | ||
| Q2 24 | 50.1% | 37.0% | ||
| Q1 24 | 49.3% | 35.9% |
营业利润率
AMZN
BOOT
| Q4 25 | 11.7% | 16.3% | ||
| Q3 25 | 9.7% | 11.2% | ||
| Q2 25 | 11.4% | 14.0% | ||
| Q1 25 | 11.8% | 11.0% | ||
| Q4 24 | 11.3% | 16.4% | ||
| Q3 24 | 11.0% | 9.4% | ||
| Q2 24 | 9.9% | 11.9% | ||
| Q1 24 | 10.7% | 9.8% |
净利率
AMZN
BOOT
| Q4 25 | 9.9% | 12.2% | ||
| Q3 25 | 11.8% | 8.4% | ||
| Q2 25 | 10.8% | 10.6% | ||
| Q1 25 | 11.0% | 8.3% | ||
| Q4 24 | 10.7% | 12.3% | ||
| Q3 24 | 9.6% | 6.9% | ||
| Q2 24 | 9.1% | 9.2% | ||
| Q1 24 | 7.3% | 7.6% |
每股收益(稀释后)
AMZN
BOOT
| Q4 25 | $1.95 | $2.79 | ||
| Q3 25 | $1.95 | $1.37 | ||
| Q2 25 | $1.68 | $1.74 | ||
| Q1 25 | $1.59 | $1.24 | ||
| Q4 24 | $1.86 | $2.43 | ||
| Q3 24 | $1.43 | $0.95 | ||
| Q2 24 | $1.26 | $1.26 | ||
| Q1 24 | $0.98 | $0.96 |
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 | $123.0B | $200.1M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $1.3B |
| 总资产 | $818.0B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势,按日历期对齐
现金及短期投资
AMZN
BOOT
| Q4 25 | $123.0B | $200.1M | ||
| Q3 25 | $94.2B | $64.7M | ||
| Q2 25 | $93.2B | $95.3M | ||
| Q1 25 | $94.6B | $69.8M | ||
| Q4 24 | $101.2B | $152.9M | ||
| Q3 24 | $88.1B | $37.4M | ||
| Q2 24 | $89.1B | $83.4M | ||
| Q1 24 | $85.1B | $75.8M |
总债务
AMZN
BOOT
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | — | ||
| Q3 24 | $60.5B | — | ||
| Q2 24 | $62.7B | — | ||
| Q1 24 | $66.9B | — |
股东权益
AMZN
BOOT
| Q4 25 | $411.1B | $1.3B | ||
| Q3 25 | $369.6B | $1.2B | ||
| Q2 25 | $333.8B | $1.2B | ||
| Q1 25 | $305.9B | $1.1B | ||
| Q4 24 | $286.0B | $1.1B | ||
| Q3 24 | $259.2B | $1.0B | ||
| Q2 24 | $236.4B | $981.8M | ||
| Q1 24 | $216.7B | $943.6M |
总资产
AMZN
BOOT
| Q4 25 | $818.0B | $2.4B | ||
| Q3 25 | $727.9B | $2.3B | ||
| Q2 25 | $682.2B | $2.1B | ||
| Q1 25 | $643.3B | $2.0B | ||
| Q4 24 | $624.9B | $2.0B | ||
| Q3 24 | $584.6B | $1.9B | ||
| Q2 24 | $554.8B | $1.8B | ||
| Q1 24 | $531.0B | $1.7B |
负债/权益比
AMZN
BOOT
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.27× | — | ||
| Q1 24 | 0.31× | — |
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 | $54.5B | $209.7M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $148.0M |
| 自由现金流率自由现金流/营收 | 7.0% | 21.0% |
| 资本支出强度资本支出/营收 | 18.5% | 8.7% |
| 现金转化率经营现金流/净利润 | 2.57× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $89.8M |
8季度趋势,按日历期对齐
经营现金流
AMZN
BOOT
| Q4 25 | $54.5B | $209.7M | ||
| Q3 25 | $35.5B | $25.7M | ||
| Q2 25 | $32.5B | $73.8M | ||
| Q1 25 | $17.0B | $-43.1M | ||
| Q4 24 | $45.6B | $157.1M | ||
| Q3 24 | $26.0B | $-7.8M | ||
| Q2 24 | $25.3B | $41.3M | ||
| Q1 24 | $19.0B | — |
自由现金流
AMZN
BOOT
| Q4 25 | $14.9B | $148.0M | ||
| Q3 25 | $430.0M | $-17.5M | ||
| Q2 25 | $332.0M | $42.4M | ||
| Q1 25 | $-8.0B | $-83.1M | ||
| Q4 24 | $17.8B | $114.2M | ||
| Q3 24 | $3.4B | $-46.1M | ||
| Q2 24 | $7.7B | $14.2M | ||
| Q1 24 | $4.1B | — |
自由现金流率
AMZN
BOOT
| Q4 25 | 7.0% | 21.0% | ||
| Q3 25 | 0.2% | -3.5% | ||
| Q2 25 | 0.2% | 8.4% | ||
| Q1 25 | -5.1% | -18.3% | ||
| Q4 24 | 9.5% | 18.8% | ||
| Q3 24 | 2.1% | -10.8% | ||
| Q2 24 | 5.2% | 3.4% | ||
| Q1 24 | 2.8% | — |
资本支出强度
AMZN
BOOT
| Q4 25 | 18.5% | 8.7% | ||
| Q3 25 | 19.5% | 8.6% | ||
| Q2 25 | 19.2% | 6.2% | ||
| Q1 25 | 16.1% | 8.8% | ||
| Q4 24 | 14.8% | 7.1% | ||
| Q3 24 | 14.2% | 9.0% | ||
| Q2 24 | 11.9% | 6.4% | ||
| Q1 24 | 10.4% | — |
现金转化率
AMZN
BOOT
| Q4 25 | 2.57× | 2.44× | ||
| Q3 25 | 1.68× | 0.61× | ||
| Q2 25 | 1.79× | 1.38× | ||
| Q1 25 | 0.99× | -1.15× | ||
| Q4 24 | 2.28× | 2.09× | ||
| Q3 24 | 1.69× | -0.26× | ||
| Q2 24 | 1.87× | 1.06× | ||
| Q1 24 | 1.82× | — |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
BOOT
暂无分部数据