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缤客控股（BKNG）与Boot Barn Holdings, Inc.（BOOT）财务数据对比。点击上方公司名可切换其他公司
缤客控股的季度营收约是Boot Barn Holdings, Inc.的9.0倍（$6.3B vs $705.6M）。缤客控股同比增速更快（16.0% vs 16.0%）。缤客控股自由现金流更多（$1.4B vs $148.0M）。过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 19.9%）
缤客控股是全球领先的旅行服务集团，旗下运营Booking.com、Priceline、Agoda、Kayak等知名在线平台，为休闲及商务旅客提供酒店预订、机票订购、租车服务、度假套餐、餐厅预约等服务，业务覆盖全球绝大多数国家和地区，合作数百万家旅游及餐饮商户。
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业，1919年于伦敦证券交易所上市，是英国首家上市的住宅建造商。两次世界大战期间，该公司住宅建造量位居全英首位，目前仍是英国颇具规模的建筑与物业管理服务商。
BKNG vs BOOT — 直观对比
营收规模更大
BKNG
是对方的9.0倍
$705.6M
营收增速更快
BKNG
高出0.0%
16.0%
自由现金流更多
BKNG
多$1.3B
$148.0M
两年增速更快
BOOT
近两年复合增速
19.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $705.6M |
| 净利润 | — | $85.8M |
| 毛利率 | — | 39.9% |
| 营业利润率 | 32.0% | 16.3% |
| 净利率 | — | 12.2% |
| 营收同比 | 16.0% | 16.0% |
| 净利润同比 | — | 14.3% |
| 每股收益（稀释后） | $43.66 | $2.79 |
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BKNGBOOT
| Q4 25 | $6.3B | $705.6M | ||
| Q3 25 | $9.0B | $505.4M | ||
| Q2 25 | $6.8B | $504.1M | ||
| Q1 25 | $4.8B | $453.7M | ||
| Q4 24 | $5.5B | $608.2M | ||
| Q3 24 | $8.0B | $425.8M | ||
| Q2 24 | $5.9B | $423.4M | ||
| Q1 24 | $4.4B | $388.5M |
净利润BKNGBOOT
| Q4 25 | — | $85.8M | ||
| Q3 25 | — | $42.2M | ||
| Q2 25 | — | $53.4M | ||
| Q1 25 | — | $37.5M | ||
| Q4 24 | — | $75.1M | ||
| Q3 24 | — | $29.4M | ||
| Q2 24 | — | $38.9M | ||
| Q1 24 | — | $29.4M |
毛利率BKNGBOOT
| Q4 25 | — | 39.9% | ||
| Q3 25 | — | 36.4% | ||
| Q2 25 | — | 39.1% | ||
| Q1 25 | — | 37.1% | ||
| Q4 24 | — | 39.3% | ||
| Q3 24 | — | 35.9% | ||
| Q2 24 | — | 37.0% | ||
| Q1 24 | — | 35.9% |
营业利润率BKNGBOOT
| Q4 25 | 32.0% | 16.3% | ||
| Q3 25 | 38.7% | 11.2% | ||
| Q2 25 | 33.1% | 14.0% | ||
| Q1 25 | 22.3% | 11.0% | ||
| Q4 24 | 31.6% | 16.4% | ||
| Q3 24 | 39.8% | 9.4% | ||
| Q2 24 | 31.7% | 11.9% | ||
| Q1 24 | 17.9% | 9.8% |
净利率BKNGBOOT
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | 7.6% |
每股收益（稀释后）BKNGBOOT
| Q4 25 | $43.66 | $2.79 | ||
| Q3 25 | $84.41 | $1.37 | ||
| Q2 25 | $27.43 | $1.74 | ||
| Q1 25 | $10.07 | $1.24 | ||
| Q4 24 | $31.60 | $2.43 | ||
| Q3 24 | $74.34 | $0.95 | ||
| Q2 24 | $44.38 | $1.26 | ||
| Q1 24 | $22.37 | $0.96 |
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 | $17.2B | $200.1M |
| 总债务越低越好 | $18.7B | — |
| 股东权益账面价值 | $-5.6B | $1.3B |
| 总资产 | $29.3B | $2.4B |
| 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BKNGBOOT
| Q4 25 | $17.2B | $200.1M | ||
| Q3 25 | $16.5B | $64.7M | ||
| Q2 25 | $17.6B | $95.3M | ||
| Q1 25 | $15.6B | $69.8M | ||
| Q4 24 | $16.2B | $152.9M | ||
| Q3 24 | $15.8B | $37.4M | ||
| Q2 24 | $16.3B | $83.4M | ||
| Q1 24 | $16.0B | $75.8M |
总债务BKNGBOOT
| Q4 25 | $18.7B | — | ||
| Q3 25 | $17.0B | — | ||
| Q2 25 | $18.5B | — | ||
| Q1 25 | $16.0B | — | ||
| Q4 24 | $16.6B | — | ||
| Q3 24 | $16.2B | — | ||
| Q2 24 | $16.8B | — | ||
| Q1 24 | $16.9B | — |
股东权益BKNGBOOT
| Q4 25 | $-5.6B | $1.3B | ||
| Q3 25 | $-4.7B | $1.2B | ||
| Q2 25 | $-6.7B | $1.2B | ||
| Q1 25 | $-6.1B | $1.1B | ||
| Q4 24 | $-4.0B | $1.1B | ||
| Q3 24 | $-3.7B | $1.0B | ||
| Q2 24 | $-4.3B | $981.8M | ||
| Q1 24 | $-4.1B | $943.6M |
总资产BKNGBOOT
| Q4 25 | $29.3B | $2.4B | ||
| Q3 25 | $28.8B | $2.3B | ||
| Q2 25 | $30.7B | $2.1B | ||
| Q1 25 | $27.2B | $2.0B | ||
| Q4 24 | $27.7B | $2.0B | ||
| Q3 24 | $28.0B | $1.9B | ||
| Q2 24 | $28.5B | $1.8B | ||
| Q1 24 | $27.7B | $1.7B |
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 | $1.5B | $209.7M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $148.0M |
| 自由现金流率自由现金流/营收 | 22.3% | 21.0% |
| 资本支出强度资本支出/营收 | 1.1% | 8.7% |
| 现金转化率经营现金流/净利润 | — | 2.44× |
| 过去12个月自由现金流最近4个季度 | $9.1B | $89.8M |
8季度趋势，按日历期对齐
经营现金流BKNGBOOT
| Q4 25 | $1.5B | $209.7M | ||
| Q3 25 | $1.4B | $25.7M | ||
| Q2 25 | $3.2B | $73.8M | ||
| Q1 25 | $3.3B | $-43.1M | ||
| Q4 24 | $721.0M | $157.1M | ||
| Q3 24 | $2.4B | $-7.8M | ||
| Q2 24 | $2.5B | $41.3M | ||
| Q1 24 | $2.7B | — |
自由现金流BKNGBOOT
| Q4 25 | $1.4B | $148.0M | ||
| Q3 25 | $1.4B | $-17.5M | ||
| Q2 25 | $3.1B | $42.4M | ||
| Q1 25 | $3.2B | $-83.1M | ||
| Q4 24 | $645.0M | $114.2M | ||
| Q3 24 | $2.3B | $-46.1M | ||
| Q2 24 | $2.4B | $14.2M | ||
| Q1 24 | $2.6B | — |
自由现金流率BKNGBOOT
| Q4 25 | 22.3% | 21.0% | ||
| Q3 25 | 15.2% | -3.5% | ||
| Q2 25 | 46.1% | 8.4% | ||
| Q1 25 | 66.4% | -18.3% | ||
| Q4 24 | 11.8% | 18.8% | ||
| Q3 24 | 28.7% | -10.8% | ||
| Q2 24 | 40.6% | 3.4% | ||
| Q1 24 | 58.3% | — |
资本支出强度BKNGBOOT
| Q4 25 | 1.1% | 8.7% | ||
| Q3 25 | 0.7% | 8.6% | ||
| Q2 25 | 0.9% | 6.2% | ||
| Q1 25 | 2.5% | 8.8% | ||
| Q4 24 | 1.4% | 7.1% | ||
| Q3 24 | 1.0% | 9.0% | ||
| Q2 24 | 2.5% | 6.4% | ||
| Q1 24 | 2.9% | — |
现金转化率BKNGBOOT
| Q4 25 | — | 2.44× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | -1.15× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | -0.26× | ||
| Q2 24 | — | 1.06× | ||
| 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
BKNG
| Merchant Revenue | $4.2B | 67% |
| Agency Revenue | $1.8B | 28% |
| Advertisingandotherrevenues | $309.0M | 5% |
BOOT
暂无分部数据
