vs
BJ's Wholesale Club Holdings, Inc.（BJ）与福克斯集团（FOXA）财务数据对比。点击上方公司名可切换其他公司
BJ's Wholesale Club Holdings, Inc.的季度营收约是福克斯集团的1.0倍（$5.3B vs $5.2B），福克斯集团净利率更高（4.8% vs 2.8%，领先1.9%），BJ's Wholesale Club Holdings, Inc.同比增速更快（4.9% vs 2.0%），BJ's Wholesale Club Holdings, Inc.自由现金流更多（$-13.7M vs $-791.0M），过去两年福克斯集团的营收复合增速更高（22.6% vs -0.1%）
BJ's Wholesale Club Holdings是美国区域型会员制仓储连锁商超，总部位于马萨诸塞州马尔伯勒，业务覆盖美国东部地区及俄亥俄、密歇根、肯塔基州路易斯维尔、印第安纳、田纳西、佛罗里达、阿拉巴马等地，主要竞争对手为好市多和山姆会员店。
福克斯集团是美国跨国大众传媒企业，总部位于纽约曼哈顿中城美洲大道1211号，在加州伯班克也设有办公点。公司以威廉·福克斯命名，在特拉华州注册，2019年3月19日从21世纪福克斯分拆而来，承接后者的电视广播、新闻及体育业务，由拉克兰·默多克通过家族信托持有36%投票权实现控股。
BJ vs FOXA — 直观对比
营收规模更大
BJ
是对方的1.0倍
$5.2B
营收增速更快
BJ
高出2.8%
2.0%
净利率更高
FOXA
高出1.9%
2.8%
自由现金流更多
BJ
多$777.3M
$-791.0M
两年增速更快
FOXA
近两年复合增速
-0.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $5.2B |
| 净利润 | $152.1M | $247.0M |
| 毛利率 | 19.0% | — |
| 营业利润率 | 4.1% | 6.2% |
| 净利率 | 2.8% | 4.8% |
| 营收同比 | 4.9% | 2.0% |
| 净利润同比 | -2.4% | -36.3% |
| 每股收益（稀释后） | $1.15 | $0.52 |
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BJFOXA
| Q4 25 | $5.3B | $5.2B | ||
| Q3 25 | $5.4B | $3.7B | ||
| Q2 25 | $5.2B | $3.3B | ||
| Q1 25 | $5.3B | $4.4B | ||
| Q4 24 | $5.1B | $5.1B | ||
| Q3 24 | $5.2B | $3.6B | ||
| Q2 24 | $4.9B | $3.1B | ||
| Q1 24 | $5.4B | $3.4B |
净利润BJFOXA
| Q4 25 | $152.1M | $247.0M | ||
| Q3 25 | $150.7M | $609.0M | ||
| Q2 25 | $149.8M | $719.0M | ||
| Q1 25 | $122.7M | $354.0M | ||
| Q4 24 | $155.7M | $388.0M | ||
| Q3 24 | $145.0M | $832.0M | ||
| Q2 24 | $111.0M | $320.0M | ||
| Q1 24 | $145.9M | $704.0M |
毛利率BJFOXA
| Q4 25 | 19.0% | — | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 18.8% | — | ||
| Q1 25 | 18.0% | — | ||
| Q4 24 | 19.1% | — | ||
| Q3 24 | 18.4% | — | ||
| Q2 24 | 18.0% | — | ||
| Q1 24 | 18.0% | — |
营业利润率BJFOXA
| Q4 25 | 4.1% | 6.2% | ||
| Q3 25 | 4.0% | 21.4% | ||
| Q2 25 | 4.0% | 29.2% | ||
| Q1 25 | 3.4% | 10.8% | ||
| Q4 24 | 4.5% | 10.1% | ||
| Q3 24 | 3.9% | 31.2% | ||
| Q2 24 | 3.3% | 14.6% | ||
| Q1 24 | 4.0% | 27.9% |
净利率BJFOXA
| Q4 25 | 2.8% | 4.8% | ||
| Q3 25 | 2.8% | 16.3% | ||
| Q2 25 | 2.9% | 21.9% | ||
| Q1 25 | 2.3% | 8.1% | ||
| Q4 24 | 3.1% | 7.6% | ||
| Q3 24 | 2.8% | 23.3% | ||
| Q2 24 | 2.3% | 10.3% | ||
| Q1 24 | 2.7% | 20.4% |
每股收益（稀释后）BJFOXA
| Q4 25 | $1.15 | $0.52 | ||
| Q3 25 | $1.14 | $1.32 | ||
| Q2 25 | $1.13 | $1.57 | ||
| Q1 25 | $0.92 | $0.75 | ||
| Q4 24 | $1.17 | $0.81 | ||
| Q3 24 | $1.08 | $1.78 | ||
| Q2 24 | $0.83 | $0.68 | ||
| Q1 24 | $1.09 | $1.40 |
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 | $45.1M | — |
| 总债务越低越好 | $399.0M | — |
| 股东权益账面价值 | $2.2B | $10.9B |
| 总资产 | $7.5B | $21.5B |
| 负债/权益比越低杠杆越低 | 0.18× | — |
8季度趋势，按日历期对齐
现金及短期投资BJFOXA
| Q4 25 | $45.1M | — | ||
| Q3 25 | $47.3M | — | ||
| Q2 25 | $39.5M | — | ||
| Q1 25 | $28.3M | — | ||
| Q4 24 | $33.9M | — | ||
| Q3 24 | $38.1M | — | ||
| Q2 24 | $35.1M | — | ||
| Q1 24 | $36.0M | — |
总债务BJFOXA
| Q4 25 | $399.0M | — | ||
| Q3 25 | $399.0M | $6.6B | ||
| Q2 25 | $398.9M | $6.6B | ||
| Q1 25 | $398.8M | $7.2B | ||
| Q4 24 | $398.7M | $7.2B | ||
| Q3 24 | $398.6M | $7.2B | ||
| Q2 24 | $398.5M | $7.2B | ||
| Q1 24 | $398.4M | $7.2B |
股东权益BJFOXA
| Q4 25 | $2.2B | $10.9B | ||
| Q3 25 | $2.1B | $12.2B | ||
| Q2 25 | $2.0B | $12.0B | ||
| Q1 25 | $1.8B | $11.5B | ||
| Q4 24 | $1.8B | $11.5B | ||
| Q3 24 | $1.7B | $11.3B | ||
| Q2 24 | $1.5B | $10.7B | ||
| Q1 24 | $1.5B | $10.6B |
总资产BJFOXA
| Q4 25 | $7.5B | $21.5B | ||
| Q3 25 | $7.2B | $22.8B | ||
| Q2 25 | $7.2B | $23.2B | ||
| Q1 25 | $7.1B | $23.4B | ||
| Q4 24 | $7.2B | $23.0B | ||
| Q3 24 | $6.9B | $22.5B | ||
| Q2 24 | $6.8B | $22.0B | ||
| Q1 24 | $6.7B | $21.7B |
负债/权益比BJFOXA
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.19× | 0.54× | ||
| Q2 25 | 0.20× | 0.55× | ||
| Q1 25 | 0.22× | 0.62× | ||
| Q4 24 | 0.23× | 0.63× | ||
| Q3 24 | 0.24× | 0.64× | ||
| Q2 24 | 0.26× | 0.67× | ||
| Q1 24 | 0.27× | 0.68× |
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 | $181.1M | $-669.0M |
| 自由现金流经营现金流 - 资本支出 | $-13.7M | $-791.0M |
| 自由现金流率自由现金流/营收 | -0.3% | -15.3% |
| 资本支出强度资本支出/营收 | 3.6% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.19× | -2.71× |
| 过去12个月自由现金流最近4个季度 | $249.6M | $2.3B |
8季度趋势，按日历期对齐
经营现金流BJFOXA
| Q4 25 | $181.1M | $-669.0M | ||
| Q3 25 | $249.9M | $-130.0M | ||
| Q2 25 | $208.1M | $1.5B | ||
| Q1 25 | $271.9M | $2.0B | ||
| Q4 24 | $206.8M | $-362.0M | ||
| Q3 24 | $221.4M | $158.0M | ||
| Q2 24 | $200.8M | $899.0M | ||
| Q1 24 | $274.4M | $1.5B |
自由现金流BJFOXA
| Q4 25 | $-13.7M | $-791.0M | ||
| Q3 25 | $84.3M | $-234.0M | ||
| Q2 25 | $67.6M | $1.4B | ||
| Q1 25 | $111.5M | $1.9B | ||
| Q4 24 | $18.8M | $-436.0M | ||
| Q3 24 | $87.5M | $94.0M | ||
| Q2 24 | $95.1M | $787.0M | ||
| Q1 24 | $155.2M | $1.4B |
自由现金流率BJFOXA
| Q4 25 | -0.3% | -15.3% | ||
| Q3 25 | 1.6% | -6.3% | ||
| Q2 25 | 1.3% | 42.4% | ||
| Q1 25 | 2.1% | 44.4% | ||
| Q4 24 | 0.4% | -8.6% | ||
| Q3 24 | 1.7% | 2.6% | ||
| Q2 24 | 1.9% | 25.5% | ||
| Q1 24 | 2.9% | 40.4% |
资本支出强度BJFOXA
| Q4 25 | 3.6% | 2.4% | ||
| Q3 25 | 3.1% | 2.8% | ||
| Q2 25 | 2.7% | 3.6% | ||
| Q1 25 | 3.0% | 1.7% | ||
| Q4 24 | 3.7% | 1.5% | ||
| Q3 24 | 2.6% | 1.8% | ||
| Q2 24 | 2.1% | 3.6% | ||
| Q1 24 | 2.2% | 2.4% |
现金转化率BJFOXA
| Q4 25 | 1.19× | -2.71× | ||
| Q3 25 | 1.66× | -0.21× | ||
| Q2 25 | 1.39× | 2.10× | ||
| Q1 25 | 2.22× | 5.69× | ||
| Q4 24 | 1.33× | -0.93× | ||
| Q3 24 | 1.53× | 0.19× | ||
| Q2 24 | 1.81× | 2.81× | ||
| Q1 24 | 1.88× | 2.10× |
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
BJ
| Products | $5.4B | 102% |
| Membership | $129.8M | 2% |
FOXA
| Television Segment | $2.9B | 57% |
| Distribution | $1.2B | 22% |
| Other | $621.0M | 12% |
| Advertising | $491.0M | 9% |
