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勃肯(BIRK)与DXP ENTERPRISES INC(DXPE)财务数据对比。点击上方公司名可切换其他公司
DXP ENTERPRISES INC的季度营收约是勃肯的1.0倍($527.4M vs $526.3M),勃肯净利率更高(19.3% vs 4.3%,领先14.9%),过去两年勃肯的营收复合增速更高(26.8% vs 13.1%)
勃肯是源自德国的知名鞋履制造商,1774年成立,总部位于莱茵兰-普法尔茨州维德河畔诺伊施塔特。品牌标志性产品采用麂皮、黄麻层叠打造的弧形软木鞋垫,可贴合穿着者脚型,尤以舒适凉鞋品类闻名,创立初衷是为替代当时普遍的平底鞋,推出兼具支撑性与贴合度的鞋款。
DXP Enterprises Inc.是一家领先的工业分销企业,提供维护、维修、运营(MRO)用品、流体处理设备、泵系统及相关技术服务,主要服务制造业、能源、矿业、建筑等领域客户,核心市场覆盖北美地区。
BIRK vs DXPE — 直观对比
营收规模更大
DXPE
是对方的1.0倍
$526.3M
净利率更高
BIRK
高出14.9%
4.3%
两年增速更快
BIRK
近两年复合增速
13.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $526.3M | $527.4M |
| 净利润 | $101.4M | $22.8M |
| 毛利率 | 62.8% | 31.6% |
| 营业利润率 | 23.0% | 8.8% |
| 净利率 | 19.3% | 4.3% |
| 营收同比 | — | 12.0% |
| 净利润同比 | — | 6.9% |
| 每股收益(稀释后) | — | $1.38 |
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
BIRK
DXPE
| Q4 25 | — | $527.4M | ||
| Q3 25 | $526.3M | $513.7M | ||
| Q2 25 | $685.8M | $498.7M | ||
| Q1 25 | $620.3M | $476.6M | ||
| Q4 24 | $390.7M | $470.9M | ||
| Q3 24 | $455.8M | $472.9M | ||
| Q2 24 | $609.9M | $445.6M | ||
| Q1 24 | $519.7M | $412.6M |
净利润
BIRK
DXPE
| Q4 25 | — | $22.8M | ||
| Q3 25 | $101.4M | $21.6M | ||
| Q2 25 | $139.6M | $23.6M | ||
| Q1 25 | $113.5M | $20.6M | ||
| Q4 24 | $21.7M | $21.4M | ||
| Q3 24 | — | $21.1M | ||
| Q2 24 | $80.6M | $16.7M | ||
| Q1 24 | $77.4M | $11.3M |
毛利率
BIRK
DXPE
| Q4 25 | — | 31.6% | ||
| Q3 25 | 62.8% | 31.4% | ||
| Q2 25 | 60.5% | 31.6% | ||
| Q1 25 | 57.7% | 31.5% | ||
| Q4 24 | 60.3% | 31.5% | ||
| Q3 24 | — | 30.9% | ||
| Q2 24 | 59.5% | 30.9% | ||
| Q1 24 | 56.3% | 30.0% |
营业利润率
BIRK
DXPE
| Q4 25 | — | 8.8% | ||
| Q3 25 | 23.0% | 8.5% | ||
| Q2 25 | 31.2% | 9.2% | ||
| Q1 25 | 30.5% | 8.5% | ||
| Q4 24 | 17.7% | 8.3% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | 27.5% | 8.4% | ||
| Q1 24 | 27.5% | 7.1% |
净利率
BIRK
DXPE
| Q4 25 | — | 4.3% | ||
| Q3 25 | 19.3% | 4.2% | ||
| Q2 25 | 20.3% | 4.7% | ||
| Q1 25 | 18.3% | 4.3% | ||
| Q4 24 | 5.6% | 4.5% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | 13.2% | 3.7% | ||
| Q1 24 | 14.9% | 2.7% |
每股收益(稀释后)
BIRK
DXPE
| Q4 25 | — | $1.38 | ||
| Q3 25 | — | $1.31 | ||
| Q2 25 | — | $1.43 | ||
| Q1 25 | — | $1.25 | ||
| Q4 24 | — | $1.28 | ||
| Q3 24 | — | $1.27 | ||
| Q2 24 | — | $1.00 | ||
| Q1 24 | — | $0.67 |
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 | $355.4M | $303.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $498.4M |
| 总资产 | $5.3B | $1.7B |
| 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
BIRK
DXPE
| Q4 25 | — | $303.8M | ||
| Q3 25 | $355.4M | $123.8M | ||
| Q2 25 | $282.8M | $112.9M | ||
| Q1 25 | $254.2M | $114.3M | ||
| Q4 24 | $322.5M | $148.3M | ||
| Q3 24 | $384.3M | $35.0M | ||
| Q2 24 | $436.7M | $49.9M | ||
| Q1 24 | $189.8M | $139.7M |
股东权益
BIRK
DXPE
| Q4 25 | — | $498.4M | ||
| Q3 25 | $2.9B | $488.3M | ||
| Q2 25 | $2.8B | $468.1M | ||
| Q1 25 | $3.0B | $444.7M | ||
| Q4 24 | $3.0B | $422.8M | ||
| Q3 24 | $2.8B | $402.4M | ||
| Q2 24 | $2.8B | $384.7M | ||
| Q1 24 | $2.7B | $375.5M |
总资产
BIRK
DXPE
| Q4 25 | — | $1.7B | ||
| Q3 25 | $5.3B | $1.4B | ||
| Q2 25 | $5.3B | $1.4B | ||
| Q1 25 | $5.4B | $1.4B | ||
| Q4 24 | $5.4B | $1.3B | ||
| Q3 24 | $5.3B | $1.2B | ||
| Q2 24 | $5.4B | $1.2B | ||
| Q1 24 | $5.2B | $1.2B |
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 | $415.0M | $37.8M |
| 自由现金流经营现金流 - 资本支出 | — | $34.5M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | 4.09× | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $54.0M |
8季度趋势,按日历期对齐
经营现金流
BIRK
DXPE
| Q4 25 | — | $37.8M | ||
| Q3 25 | $415.0M | $34.9M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $3.0M | ||
| Q4 24 | $-12.6M | $32.1M | ||
| Q3 24 | $463.0M | $28.3M | ||
| Q2 24 | — | $14.7M | ||
| Q1 24 | — | $27.0M |
自由现金流
BIRK
DXPE
| Q4 25 | — | $34.5M | ||
| Q3 25 | — | $28.1M | ||
| Q2 25 | — | $8.3M | ||
| Q1 25 | — | $-16.9M | ||
| Q4 24 | — | $22.7M | ||
| Q3 24 | — | $24.4M | ||
| Q2 24 | — | $5.9M | ||
| Q1 24 | — | $24.1M |
自由现金流率
BIRK
DXPE
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | -3.6% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 5.8% |
资本支出强度
BIRK
DXPE
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 0.7% |
现金转化率
BIRK
DXPE
| Q4 25 | — | 1.65× | ||
| Q3 25 | 4.09× | 1.61× | ||
| Q2 25 | — | 0.79× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | -0.58× | 1.50× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 2.38× |
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
BIRK
暂无分部数据
DXPE
| Service Centers | $356.2M | 68% |
| Innovative Pumping Solutions | $110.0M | 21% |
| Supply Chain Services | $61.2M | 12% |