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亚马逊(AMZN)与Burlington Stores, Inc.(BURL)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Burlington Stores, Inc.的78.9倍($213.4B vs $2.7B)。亚马逊净利率更高(9.9% vs 3.9%,领先6.1%)。亚马逊同比增速更快(13.6% vs 7.1%)。亚马逊自由现金流更多($14.9B vs $-109.6M)。过去两年亚马逊的营收复合增速更高(22.0% vs -6.9%)
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。
伯灵顿百货(前身为伯灵顿大衣厂)是美国知名全国性折扣零售商,在全美46个州及波多黎各拥有超过1138家门店,总部位于新泽西州伯灵顿镇。2007年公司被贝恩资本收购,2008年汤姆·金斯伯里出任总裁兼首席执行官,2013年重新上市,现为美国第三大折扣零售企业。
AMZN vs BURL — 直观对比
营收规模更大
AMZN
是对方的78.9倍
$2.7B
营收增速更快
AMZN
高出6.5%
7.1%
净利率更高
AMZN
高出6.1%
3.9%
自由现金流更多
AMZN
多$15.0B
$-109.6M
两年增速更快
AMZN
近两年复合增速
-6.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $213.4B | $2.7B |
| 净利润 | $21.2B | $104.8M |
| 毛利率 | 48.5% | 44.2% |
| 营业利润率 | 11.7% | 5.1% |
| 净利率 | 9.9% | 3.9% |
| 营收同比 | 13.6% | 7.1% |
| 净利润同比 | 5.9% | 15.6% |
| 每股收益(稀释后) | $1.95 | $1.63 |
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
BURL
| Q4 25 | $213.4B | $2.7B | ||
| Q3 25 | $180.2B | $2.7B | ||
| Q2 25 | $167.7B | $2.5B | ||
| Q1 25 | $155.7B | $3.3B | ||
| Q4 24 | $187.8B | $2.5B | ||
| Q3 24 | $158.9B | $2.5B | ||
| Q2 24 | $148.0B | $2.4B | ||
| Q1 24 | $143.3B | $3.1B |
净利润
AMZN
BURL
| Q4 25 | $21.2B | $104.8M | ||
| Q3 25 | $21.2B | $94.2M | ||
| Q2 25 | $18.2B | $100.8M | ||
| Q1 25 | $17.1B | $260.8M | ||
| Q4 24 | $20.0B | $90.6M | ||
| Q3 24 | $15.3B | $73.8M | ||
| Q2 24 | $13.5B | $78.5M | ||
| Q1 24 | $10.4B | $227.5M |
毛利率
AMZN
BURL
| Q4 25 | 48.5% | 44.2% | ||
| Q3 25 | 50.8% | 43.7% | ||
| Q2 25 | 51.8% | 43.8% | ||
| Q1 25 | 50.6% | 42.9% | ||
| Q4 24 | 47.3% | 43.9% | ||
| Q3 24 | 49.0% | 42.8% | ||
| Q2 24 | 50.1% | 43.5% | ||
| Q1 24 | 49.3% | 42.7% |
营业利润率
AMZN
BURL
| Q4 25 | 11.7% | 5.1% | ||
| Q3 25 | 9.7% | 4.7% | ||
| Q2 25 | 11.4% | 5.3% | ||
| Q1 25 | 11.8% | 10.6% | ||
| Q4 24 | 11.3% | 4.7% | ||
| Q3 24 | 11.0% | 4.0% | ||
| Q2 24 | 9.9% | 4.7% | ||
| Q1 24 | 10.7% | 10.0% |
净利率
AMZN
BURL
| Q4 25 | 9.9% | 3.9% | ||
| Q3 25 | 11.8% | 3.5% | ||
| Q2 25 | 10.8% | 4.0% | ||
| Q1 25 | 11.0% | 8.0% | ||
| Q4 24 | 10.7% | 3.6% | ||
| Q3 24 | 9.6% | 3.0% | ||
| Q2 24 | 9.1% | 3.3% | ||
| Q1 24 | 7.3% | 7.3% |
每股收益(稀释后)
AMZN
BURL
| Q4 25 | $1.95 | $1.63 | ||
| Q3 25 | $1.95 | $1.47 | ||
| Q2 25 | $1.68 | $1.58 | ||
| Q1 25 | $1.59 | $4.03 | ||
| Q4 24 | $1.86 | $1.40 | ||
| Q3 24 | $1.43 | $1.15 | ||
| Q2 24 | $1.26 | $1.22 | ||
| Q1 24 | $0.98 | $3.51 |
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 | $584.1M |
| 总债务越低越好 | $68.8B | $2.0B |
| 股东权益账面价值 | $411.1B | $1.5B |
| 总资产 | $818.0B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 1.32× |
8季度趋势,按日历期对齐
现金及短期投资
AMZN
BURL
| Q4 25 | $123.0B | $584.1M | ||
| Q3 25 | $94.2B | $747.6M | ||
| Q2 25 | $93.2B | $371.1M | ||
| Q1 25 | $94.6B | $994.7M | ||
| Q4 24 | $101.2B | $857.8M | ||
| Q3 24 | $88.1B | $659.9M | ||
| Q2 24 | $89.1B | $742.3M | ||
| Q1 24 | $85.1B | $925.4M |
总债务
AMZN
BURL
| Q4 25 | $68.8B | $2.0B | ||
| Q3 25 | $55.1B | $2.0B | ||
| Q2 25 | $56.1B | $1.6B | ||
| Q1 25 | $58.8B | $1.5B | ||
| Q4 24 | $58.0B | $1.5B | ||
| Q3 24 | $60.5B | $1.2B | ||
| Q2 24 | $62.7B | $1.2B | ||
| Q1 24 | $66.9B | $1.4B |
股东权益
AMZN
BURL
| Q4 25 | $411.1B | $1.5B | ||
| Q3 25 | $369.6B | $1.4B | ||
| Q2 25 | $333.8B | $1.4B | ||
| Q1 25 | $305.9B | $1.4B | ||
| Q4 24 | $286.0B | $1.1B | ||
| Q3 24 | $259.2B | $1.1B | ||
| Q2 24 | $236.4B | $1.0B | ||
| Q1 24 | $216.7B | $996.9M |
总资产
AMZN
BURL
| Q4 25 | $818.0B | $9.6B | ||
| Q3 25 | $727.9B | $9.3B | ||
| Q2 25 | $682.2B | $8.5B | ||
| Q1 25 | $643.3B | $8.8B | ||
| Q4 24 | $624.9B | $8.4B | ||
| Q3 24 | $584.6B | $7.8B | ||
| Q2 24 | $554.8B | $7.7B | ||
| Q1 24 | $531.0B | $7.7B |
负债/权益比
AMZN
BURL
| Q4 25 | 0.17× | 1.32× | ||
| Q3 25 | 0.15× | 1.40× | ||
| Q2 25 | 0.17× | 1.21× | ||
| Q1 25 | 0.19× | 1.12× | ||
| Q4 24 | 0.20× | 1.35× | ||
| Q3 24 | 0.23× | 1.15× | ||
| Q2 24 | 0.27× | 1.20× | ||
| Q1 24 | 0.31× | 1.40× |
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 | $143.3M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $-109.6M |
| 自由现金流率自由现金流/营收 | 7.0% | -4.1% |
| 资本支出强度资本支出/营收 | 18.5% | 9.3% |
| 现金转化率经营现金流/净利润 | 2.57× | 1.37× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $-358.5M |
8季度趋势,按日历期对齐
经营现金流
AMZN
BURL
| Q4 25 | $54.5B | $143.3M | ||
| Q3 25 | $35.5B | $179.4M | ||
| Q2 25 | $32.5B | $-28.9M | ||
| Q1 25 | $17.0B | $543.2M | ||
| Q4 24 | $45.6B | $110.4M | ||
| Q3 24 | $26.0B | $160.4M | ||
| Q2 24 | $25.3B | $49.4M | ||
| Q1 24 | $19.0B | $598.5M |
自由现金流
AMZN
BURL
| Q4 25 | $14.9B | $-109.6M | ||
| Q3 25 | $430.0M | $-101.0K | ||
| Q2 25 | $332.0M | $-438.6M | ||
| Q1 25 | $-8.0B | $189.8M | ||
| Q4 24 | $17.8B | $-56.2M | ||
| Q3 24 | $3.4B | $-35.2M | ||
| Q2 24 | $7.7B | $-115.5M | ||
| Q1 24 | $4.1B | $410.3M |
自由现金流率
AMZN
BURL
| Q4 25 | 7.0% | -4.1% | ||
| Q3 25 | 0.2% | -0.0% | ||
| Q2 25 | 0.2% | -17.5% | ||
| Q1 25 | -5.1% | 5.8% | ||
| Q4 24 | 9.5% | -2.2% | ||
| Q3 24 | 2.1% | -1.4% | ||
| Q2 24 | 5.2% | -4.9% | ||
| Q1 24 | 2.8% | 13.1% |
资本支出强度
AMZN
BURL
| Q4 25 | 18.5% | 9.3% | ||
| Q3 25 | 19.5% | 6.6% | ||
| Q2 25 | 19.2% | 16.4% | ||
| Q1 25 | 16.1% | 10.8% | ||
| Q4 24 | 14.8% | 6.6% | ||
| Q3 24 | 14.2% | 7.9% | ||
| Q2 24 | 11.9% | 7.0% | ||
| Q1 24 | 10.4% | 6.0% |
现金转化率
AMZN
BURL
| Q4 25 | 2.57× | 1.37× | ||
| Q3 25 | 1.68× | 1.91× | ||
| Q2 25 | 1.79× | -0.29× | ||
| Q1 25 | 0.99× | 2.08× | ||
| Q4 24 | 2.28× | 1.22× | ||
| Q3 24 | 1.69× | 2.18× | ||
| Q2 24 | 1.87× | 0.63× | ||
| Q1 24 | 1.82× | 2.63× |
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% |
BURL
暂无分部数据