vs
BUCKLE INC（BKE）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
Cloudflare, Inc.的季度营收约是BUCKLE INC的1.9倍（$614.5M vs $320.8M），BUCKLE INC净利率更高（15.2% vs -2.0%，领先17.1%），Cloudflare, Inc.同比增速更快（33.6% vs 9.3%），Cloudflare, Inc.自由现金流更多（$105.2M vs $38.4M）
Buckle Inc.是美国时尚零售企业，面向全年龄段消费者销售服饰、鞋履及配饰。目前在美国42个州运营451家门店，品牌包括Buckle和The Buckle，产品涵盖知名品牌及自有品牌服饰，含牛仔装、休闲下装、上衣、连衣裙、运动休闲服饰、外套、鞋类、泳装、香氛及箱包配饰等。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
BKE vs NET — 直观对比
营收规模更大
NET
是对方的1.9倍
$320.8M
营收增速更快
NET
高出24.3%
9.3%
净利率更高
BKE
高出17.1%
-2.0%
自由现金流更多
NET
多$66.8M
$38.4M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $320.8M | $614.5M |
| 净利润 | $48.7M | $-12.1M |
| 毛利率 | 48.0% | 73.6% |
| 营业利润率 | 19.0% | -8.0% |
| 净利率 | 15.2% | -2.0% |
| 营收同比 | 9.3% | 33.6% |
| 净利润同比 | 10.3% | 6.0% |
| 每股收益（稀释后） | $0.96 | $-0.03 |
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BKENET
| Q4 25 | $320.8M | $614.5M | ||
| Q3 25 | $305.7M | $562.0M | ||
| Q2 25 | $272.1M | $512.3M | ||
| Q1 25 | $379.2M | $479.1M | ||
| Q4 24 | — | $459.9M | ||
| Q3 24 | — | $430.1M | ||
| Q2 24 | — | $401.0M | ||
| Q1 24 | — | $378.6M |
净利润BKENET
| Q4 25 | $48.7M | $-12.1M | ||
| Q3 25 | $45.0M | $-1.3M | ||
| Q2 25 | $35.2M | $-50.4M | ||
| Q1 25 | $77.2M | $-38.5M | ||
| Q4 24 | — | $-12.8M | ||
| Q3 24 | — | $-15.3M | ||
| Q2 24 | — | $-15.1M | ||
| Q1 24 | — | $-35.5M |
毛利率BKENET
| Q4 25 | 48.0% | 73.6% | ||
| Q3 25 | 47.4% | 74.0% | ||
| Q2 25 | 46.7% | 74.9% | ||
| Q1 25 | 52.6% | 75.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.5% |
营业利润率BKENET
| Q4 25 | 19.0% | -8.0% | ||
| Q3 25 | 18.4% | -6.7% | ||
| Q2 25 | 16.0% | -13.1% | ||
| Q1 25 | 25.4% | -11.1% | ||
| Q4 24 | — | -7.5% | ||
| Q3 24 | — | -7.2% | ||
| Q2 24 | — | -8.7% | ||
| Q1 24 | — | -14.4% |
净利率BKENET
| Q4 25 | 15.2% | -2.0% | ||
| Q3 25 | 14.7% | -0.2% | ||
| Q2 25 | 12.9% | -9.8% | ||
| Q1 25 | 20.4% | -8.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -3.6% | ||
| Q2 24 | — | -3.8% | ||
| Q1 24 | — | -9.4% |
每股收益（稀释后）BKENET
| Q4 25 | $0.96 | $-0.03 | ||
| Q3 25 | $0.89 | $0.00 | ||
| Q2 25 | $0.70 | $-0.15 | ||
| Q1 25 | $1.54 | $-0.11 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.04 | ||
| Q2 24 | — | $-0.04 | ||
| Q1 24 | — | $-0.10 |
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 | $24.0M | $943.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $510.7M | $1.5B |
| 总资产 | $1.1B | $6.0B |
| 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BKENET
| Q4 25 | $24.0M | $943.5M | ||
| Q3 25 | $22.1M | $1.1B | ||
| Q2 25 | $22.9M | $1.5B | ||
| Q1 25 | $23.8M | $204.5M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | — | $182.9M | ||
| Q2 24 | — | $157.0M | ||
| Q1 24 | — | $254.4M |
股东权益BKENET
| Q4 25 | $510.7M | $1.5B | ||
| Q3 25 | $476.2M | $1.3B | ||
| Q2 25 | $445.3M | $1.2B | ||
| Q1 25 | $423.8M | $1.4B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $973.1M | ||
| Q2 24 | — | $881.5M | ||
| Q1 24 | — | $797.2M |
总资产BKENET
| Q4 25 | $1.1B | $6.0B | ||
| Q3 25 | $1.0B | $5.8B | ||
| Q2 25 | $977.3M | $5.6B | ||
| Q1 25 | $913.2M | $3.7B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $2.8B |
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 | $49.4M | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $38.4M | $105.2M |
| 自由现金流率自由现金流/营收 | 12.0% | 17.1% |
| 资本支出强度资本支出/营收 | 3.4% | 13.9% |
| 现金转化率经营现金流/净利润 | 1.02× | — |
| 过去12个月自由现金流最近4个季度 | $215.3M | $287.5M |
8季度趋势，按日历期对齐
经营现金流BKENET
| Q4 25 | $49.4M | $190.4M | ||
| Q3 25 | $58.4M | $167.1M | ||
| Q2 25 | $31.0M | $99.8M | ||
| Q1 25 | $120.8M | $145.8M | ||
| Q4 24 | — | $127.3M | ||
| Q3 24 | — | $104.7M | ||
| Q2 24 | — | $74.8M | ||
| Q1 24 | — | $73.6M |
自由现金流BKENET
| Q4 25 | $38.4M | $105.2M | ||
| Q3 25 | $46.4M | $82.5M | ||
| Q2 25 | $19.6M | $39.9M | ||
| Q1 25 | $111.0M | $59.9M | ||
| Q4 24 | — | $54.2M | ||
| Q3 24 | — | $54.5M | ||
| Q2 24 | — | $45.2M | ||
| Q1 24 | — | $41.5M |
自由现金流率BKENET
| Q4 25 | 12.0% | 17.1% | ||
| Q3 25 | 15.2% | 14.7% | ||
| Q2 25 | 7.2% | 7.8% | ||
| Q1 25 | 29.3% | 12.5% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 11.3% | ||
| Q1 24 | — | 11.0% |
资本支出强度BKENET
| Q4 25 | 3.4% | 13.9% | ||
| Q3 25 | 3.9% | 15.1% | ||
| Q2 25 | 4.2% | 11.7% | ||
| Q1 25 | 2.6% | 17.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 8.5% |
现金转化率BKENET
| Q4 25 | 1.02× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 1.56× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
BKE
暂无分部数据
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
