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百思买（BBY）与TANDY LEATHER FACTORY INC（TLF）财务数据对比。点击上方公司名可切换其他公司
百思买的季度营收约是TANDY LEATHER FACTORY INC的434.7倍（$9.7B vs $22.3M）。百思买净利率更高（1.4% vs -4.2%，领先5.6%）。TANDY LEATHER FACTORY INC同比增速更快（8.7% vs 2.4%）。TANDY LEATHER FACTORY INC自由现金流更多（$4.0M vs $-287.0M）。过去两年TANDY LEATHER FACTORY INC的营收复合增速更高（7.4% vs -18.7%）
百思买是总部位于美国明尼苏达州里奇菲尔德的跨国消费电子零售商，1966年由理查德·舒尔茨与詹姆斯·惠勒创立，最初是名为「音乐之声」的音频产品专卖店，1983年正式启用现名，业务重心转向消费电子零售领域。
坦迪皮革厂是美国的专业皮革及手工皮具相关产品零售商与批发商，在全球运营超过100家门店。品牌最初隶属于坦迪公司，历经多轮收购合并后，于2000年售予皮革厂公司。其位于得克萨斯州沃斯堡总部旁的旗舰店还设有斯托尔曼手工皮革博物馆。
BBY vs TLF — 直观对比
营收规模更大
BBY
是对方的434.7倍
$22.3M
营收增速更快
TLF
高出6.2%
2.4%
净利率更高
BBY
高出5.6%
-4.2%
自由现金流更多
TLF
多$291.0M
$-287.0M
两年增速更快
TLF
近两年复合增速
-18.7%
损益表 — Q4 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $9.7B | $22.3M |
| 净利润 | $140.0M | $-930.0K |
| 毛利率 | 23.2% | 54.3% |
| 营业利润率 | 2.0% | -2.8% |
| 净利率 | 1.4% | -4.2% |
| 营收同比 | 2.4% | 8.7% |
| 净利润同比 | -48.7% | -379.3% |
| 每股收益（稀释后） | $0.66 | $-0.18 |
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BBYTLF
| Q4 25 | $9.7B | $22.3M | ||
| Q3 25 | $9.4B | $17.3M | ||
| Q2 25 | $8.8B | $17.8M | ||
| Q1 25 | $13.9B | $19.0M | ||
| Q4 24 | $9.4B | $20.5M | ||
| Q3 24 | $9.3B | $17.4M | ||
| Q2 24 | $8.8B | $17.3M | ||
| Q1 24 | $14.6B | $19.3M |
净利润BBYTLF
| Q4 25 | $140.0M | $-930.0K | ||
| Q3 25 | $186.0M | $-1.4M | ||
| Q2 25 | $202.0M | $-199.0K | ||
| Q1 25 | $117.0M | $11.6M | ||
| Q4 24 | $273.0M | $333.0K | ||
| Q3 24 | $291.0M | $-132.0K | ||
| Q2 24 | $246.0M | $101.0K | ||
| Q1 24 | $460.0M | $525.0K |
毛利率BBYTLF
| Q4 25 | 23.2% | 54.3% | ||
| Q3 25 | 23.2% | 58.9% | ||
| Q2 25 | 23.4% | 59.5% | ||
| Q1 25 | 20.9% | 56.3% | ||
| Q4 24 | 23.5% | 53.0% | ||
| Q3 24 | 23.5% | 57.8% | ||
| Q2 24 | 23.3% | 58.0% | ||
| Q1 24 | 20.5% | 56.7% |
营业利润率BBYTLF
| Q4 25 | 2.0% | -2.8% | ||
| Q3 25 | 2.7% | -3.9% | ||
| Q2 25 | 2.5% | 0.4% | ||
| Q1 25 | 1.6% | 1.4% | ||
| Q4 24 | 3.7% | 0.9% | ||
| Q3 24 | 4.1% | -1.5% | ||
| Q2 24 | 3.5% | 0.4% | ||
| Q1 24 | 3.8% | 3.4% |
净利率BBYTLF
| Q4 25 | 1.4% | -4.2% | ||
| Q3 25 | 2.0% | -7.8% | ||
| Q2 25 | 2.3% | -1.1% | ||
| Q1 25 | 0.8% | 60.8% | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 3.1% | -0.8% | ||
| Q2 24 | 2.8% | 0.6% | ||
| Q1 24 | 3.1% | 2.7% |
每股收益（稀释后）BBYTLF
| Q4 25 | $0.66 | $-0.18 | ||
| Q3 25 | $0.87 | $-0.17 | ||
| Q2 25 | $0.95 | $-0.02 | ||
| Q1 25 | $0.55 | $1.47 | ||
| Q4 24 | $1.26 | $0.04 | ||
| Q3 24 | $1.34 | $-0.02 | ||
| Q2 24 | $1.13 | $0.01 | ||
| Q1 24 | $2.11 | $0.06 |
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 | $923.0M | $16.1M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $2.7B | $52.6M |
| 总资产 | $16.8B | $86.6M |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资BBYTLF
| Q4 25 | $923.0M | $16.1M | ||
| Q3 25 | $1.5B | $12.0M | ||
| Q2 25 | $1.1B | $16.4M | ||
| Q1 25 | $1.6B | $23.6M | ||
| Q4 24 | $643.0M | $13.3M | ||
| Q3 24 | $1.4B | $10.1M | ||
| Q2 24 | $1.2B | $11.5M | ||
| Q1 24 | $1.4B | $12.3M |
总债务BBYTLF
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.2B | — |
股东权益BBYTLF
| Q4 25 | $2.7B | $52.6M | ||
| Q3 25 | $2.7B | $53.4M | ||
| Q2 25 | $2.8B | $56.1M | ||
| Q1 25 | $2.8B | $55.8M | ||
| Q4 24 | $3.1B | $57.2M | ||
| Q3 24 | $3.1B | $57.6M | ||
| Q2 24 | $3.1B | $57.5M | ||
| Q1 24 | $3.1B | $57.2M |
总资产BBYTLF
| Q4 25 | $16.8B | $86.6M | ||
| Q3 25 | $15.3B | $84.5M | ||
| Q2 25 | $14.1B | $76.5M | ||
| Q1 25 | $14.8B | $77.9M | ||
| Q4 24 | $17.0B | $74.9M | ||
| Q3 24 | $15.6B | $73.0M | ||
| Q2 24 | $14.8B | $72.8M | ||
| Q1 24 | $15.0B | $72.4M |
负债/权益比BBYTLF
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | 0.41× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.37× | — | ||
| Q1 24 | 0.38× | — |
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 | $-99.0M | $5.0M |
| 自由现金流经营现金流 - 资本支出 | $-287.0M | $4.0M |
| 自由现金流率自由现金流/营收 | -3.0% | 18.1% |
| 资本支出强度资本支出/营收 | 1.9% | 4.3% |
| 现金转化率经营现金流/净利润 | -0.71× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-8.1M |
8季度趋势，按日历期对齐
经营现金流BBYTLF
| Q4 25 | $-99.0M | $5.0M | ||
| Q3 25 | $749.0M | $-1.0M | ||
| Q2 25 | $34.0M | $-4.0M | ||
| Q1 25 | $1.5B | $-536.0K | ||
| Q4 24 | $-256.0M | $4.5M | ||
| Q3 24 | $661.0M | $-535.0K | ||
| Q2 24 | $156.0M | $-514.0K | ||
| Q1 24 | $1.2B | $1.1M |
自由现金流BBYTLF
| Q4 25 | $-287.0M | $4.0M | ||
| Q3 25 | $574.0M | $-3.0M | ||
| Q2 25 | $-132.0M | $-7.3M | ||
| Q1 25 | $1.4B | $-1.9M | ||
| Q4 24 | $-449.0M | $3.8M | ||
| Q3 24 | $478.0M | $-1.4M | ||
| Q2 24 | $4.0M | $-715.0K | ||
| Q1 24 | $997.0M | $-141.0K |
自由现金流率BBYTLF
| Q4 25 | -3.0% | 18.1% | ||
| Q3 25 | 6.1% | -17.2% | ||
| Q2 25 | -1.5% | -41.0% | ||
| Q1 25 | 9.7% | -9.8% | ||
| Q4 24 | -4.8% | 18.8% | ||
| Q3 24 | 5.1% | -8.2% | ||
| Q2 24 | 0.0% | -4.1% | ||
| Q1 24 | 6.8% | -0.7% |
资本支出强度BBYTLF
| Q4 25 | 1.9% | 4.3% | ||
| Q3 25 | 1.9% | 11.2% | ||
| Q2 25 | 1.9% | 18.7% | ||
| Q1 25 | 1.3% | 7.0% | ||
| Q4 24 | 2.0% | 3.3% | ||
| Q3 24 | 2.0% | 5.1% | ||
| Q2 24 | 1.7% | 1.2% | ||
| Q1 24 | 1.2% | 6.4% |
现金转化率BBYTLF
| Q4 25 | -0.71× | — | ||
| Q3 25 | 4.03× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 13.14× | -0.05× | ||
| Q4 24 | -0.94× | 13.55× | ||
| Q3 24 | 2.27× | — | ||
| Q2 24 | 0.63× | -5.09× | ||
| Q1 24 | 2.57× | 2.07× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
