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BED BATH & BEYOND, INC.（BBBY）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是BED BATH & BEYOND, INC.的1.5倍（$362.7M vs $247.8M），BED BATH & BEYOND, INC.净利率更高（-6.6% vs -10.7%，领先4.0%），BED BATH & BEYOND, INC.自由现金流更多（$-12.8M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs -21.1%）
Bed Bath & Beyond曾是美国大型零售连锁企业，主营家居用品、家具及特色家居商品，总部位于新泽西州尤宁郡，业务覆盖美国与加拿大，曾经一度跻身财富世界500强与福布斯全球2000强榜单。该企业于2023年4月申请破产清算，关闭所有剩余门店，现已转型为线上零售品牌。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
BBBY vs VNET — 直观对比
营收规模更大
VNET
是对方的1.5倍
$247.8M
净利率更高
BBBY
高出4.0%
-10.7%
自由现金流更多
BBBY
多$180.3M
$-193.1M
两年增速更快
VNET
近两年复合增速
-21.1%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $247.8M | $362.7M |
| 净利润 | $-16.4M | $-38.7M |
| 毛利率 | 23.9% | 20.9% |
| 营业利润率 | 68.8% | 0.5% |
| 净利率 | -6.6% | -10.7% |
| 营收同比 | 6.9% | — |
| 净利润同比 | 58.9% | — |
| 每股收益（稀释后） | $-0.24 | — |
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BBBYVNET
| Q1 26 | $247.8M | — | ||
| Q4 25 | $273.4M | — | ||
| Q3 25 | $257.2M | $362.7M | ||
| Q2 25 | $282.3M | — | ||
| Q1 25 | $231.7M | $309.5M | ||
| Q4 24 | $303.2M | — | ||
| Q3 24 | $311.4M | $302.2M | ||
| Q2 24 | $398.1M | $274.4M |
净利润BBBYVNET
| Q1 26 | $-16.4M | — | ||
| Q4 25 | $-20.9M | — | ||
| Q3 25 | $-4.5M | $-38.7M | ||
| Q2 25 | $-19.3M | — | ||
| Q1 25 | $-39.9M | $-2.4M | ||
| Q4 24 | $-81.3M | — | ||
| Q3 24 | $-61.0M | $-2.1M | ||
| Q2 24 | $-42.6M | $-1.1M |
毛利率BBBYVNET
| Q1 26 | 23.9% | — | ||
| Q4 25 | 24.6% | — | ||
| Q3 25 | 25.3% | 20.9% | ||
| Q2 25 | 23.7% | — | ||
| Q1 25 | 25.1% | 25.2% | ||
| Q4 24 | 23.0% | — | ||
| Q3 24 | 21.2% | 23.2% | ||
| Q2 24 | 20.1% | 21.3% |
营业利润率BBBYVNET
| Q1 26 | 68.8% | — | ||
| Q4 25 | -4.8% | — | ||
| Q3 25 | -4.8% | 0.5% | ||
| Q2 25 | -4.4% | — | ||
| Q1 25 | -10.0% | 0.1% | ||
| Q4 24 | -11.3% | — | ||
| Q3 24 | -14.5% | 24.5% | ||
| Q2 24 | -11.8% | 0.2% |
净利率BBBYVNET
| Q1 26 | -6.6% | — | ||
| Q4 25 | -7.6% | — | ||
| Q3 25 | -1.8% | -10.7% | ||
| Q2 25 | -6.8% | — | ||
| Q1 25 | -17.2% | -0.8% | ||
| Q4 24 | -26.8% | — | ||
| Q3 24 | -19.6% | -0.7% | ||
| Q2 24 | -10.7% | -0.4% |
每股收益（稀释后）BBBYVNET
| Q1 26 | $-0.24 | — | ||
| Q4 25 | $-0.26 | — | ||
| Q3 25 | $-0.07 | — | ||
| Q2 25 | $-0.34 | — | ||
| Q1 25 | $-0.74 | — | ||
| Q4 24 | $-1.68 | — | ||
| Q3 24 | $-1.33 | — | ||
| Q2 24 | $-0.93 | — |
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 | $135.8M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $202.5M | $890.8M |
| 总资产 | $404.5M | $6.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BBBYVNET
| Q1 26 | $135.8M | — | ||
| Q4 25 | $175.3M | — | ||
| Q3 25 | $167.4M | $492.1M | ||
| Q2 25 | $120.6M | — | ||
| Q1 25 | $114.6M | $544.3M | ||
| Q4 24 | $159.2M | — | ||
| Q3 24 | $140.4M | $219.5M | ||
| Q2 24 | $186.2M | $247.2M |
总债务BBBYVNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — |
股东权益BBBYVNET
| Q1 26 | $202.5M | — | ||
| Q4 25 | $217.6M | — | ||
| Q3 25 | $202.6M | $890.8M | ||
| Q2 25 | $130.9M | — | ||
| Q1 25 | $143.4M | $927.8M | ||
| Q4 24 | $162.7M | — | ||
| Q3 24 | $196.2M | $902.9M | ||
| Q2 24 | $250.4M | $900.6M |
总资产BBBYVNET
| Q1 26 | $404.5M | — | ||
| Q4 25 | $425.5M | — | ||
| Q3 25 | $414.4M | $6.1B | ||
| Q2 25 | $358.1M | — | ||
| Q1 25 | $363.7M | $5.4B | ||
| Q4 24 | $402.0M | — | ||
| Q3 24 | $428.3M | $4.3B | ||
| Q2 24 | $496.8M | $4.0B |
负债/权益比BBBYVNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — |
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 | $-11.8M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $-12.8M | $-193.1M |
| 自由现金流率自由现金流/营收 | -5.2% | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-24.8M | $-589.7M |
8季度趋势，按日历期对齐
经营现金流BBBYVNET
| Q1 26 | $-11.8M | — | ||
| Q4 25 | $-6.5M | — | ||
| Q3 25 | $-15.1M | $113.8M | ||
| Q2 25 | $15.8M | — | ||
| Q1 25 | $-50.9M | $27.0M | ||
| Q4 24 | $-21.7M | — | ||
| Q3 24 | $-42.1M | $108.3M | ||
| Q2 24 | $-75.9M | $55.8M |
自由现金流BBBYVNET
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $-8.6M | — | ||
| Q3 25 | $-17.4M | $-193.1M | ||
| Q2 25 | $14.0M | — | ||
| Q1 25 | $-52.1M | $-220.0M | ||
| Q4 24 | $-24.7M | — | ||
| Q3 24 | $-45.5M | $-95.0M | ||
| Q2 24 | $-80.4M | $-81.6M |
自由现金流率BBBYVNET
| Q1 26 | -5.2% | — | ||
| Q4 25 | -3.2% | — | ||
| Q3 25 | -6.8% | -53.2% | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | -22.5% | -71.1% | ||
| Q4 24 | -8.1% | — | ||
| Q3 24 | -14.6% | -31.4% | ||
| Q2 24 | -20.2% | -29.8% |
资本支出强度BBBYVNET
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.9% | 84.6% | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | 79.8% | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 1.1% | 67.3% | ||
| Q2 24 | 1.1% | 50.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
