vs
缤客控股（BKNG）与OXFORD INDUSTRIES INC（OXM）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OXFORD INDUSTRIES INC的20.7倍（$6.3B vs $307.3M）。缤客控股同比增速更快（16.0% vs -0.2%）。缤客控股自由现金流更多（$1.4B vs $-47.9M）。过去两年缤客控股的营收复合增速更高（19.9% vs -0.1%）
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。
牛津工业公司是美国一家上市服装企业，主打高端服装及服饰产品，旗下拥有多个知名品牌，包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
BKNG vs OXM — 直观对比
营收规模更大
BKNG
是对方的20.7倍
$307.3M
营收增速更快
BKNG
高出16.3%
-0.2%
自由现金流更多
BKNG
多$1.5B
$-47.9M
两年增速更快
BKNG
近两年复合增速
-0.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $307.3M |
| 净利润 | — | $-63.7M |
| 毛利率 | — | 60.3% |
| 营业利润率 | 32.0% | -27.7% |
| 净利率 | — | -20.7% |
| 营收同比 | 16.0% | -0.2% |
| 净利润同比 | — | -1517.6% |
| 每股收益（稀释后） | $43.66 | $-4.28 |
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BKNGOXM
| Q4 25 | $6.3B | $307.3M | ||
| Q3 25 | $9.0B | $403.1M | ||
| Q2 25 | $6.8B | $392.9M | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $5.5B | $308.0M | ||
| Q3 24 | $8.0B | $419.9M | ||
| Q2 24 | $5.9B | $398.2M | ||
| Q1 24 | $4.4B | $404.4M |
净利润BKNGOXM
| Q4 25 | — | $-63.7M | ||
| Q3 25 | — | $16.7M | ||
| Q2 25 | — | $26.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-3.9M | ||
| Q3 24 | — | $40.6M | ||
| Q2 24 | — | $38.4M | ||
| Q1 24 | — | $-60.1M |
毛利率BKNGOXM
| Q4 25 | — | 60.3% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 64.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 63.1% | ||
| Q2 24 | — | 64.9% | ||
| Q1 24 | — | 60.9% |
营业利润率BKNGOXM
| Q4 25 | 32.0% | -27.7% | ||
| Q3 25 | 38.7% | 6.3% | ||
| Q2 25 | 33.1% | 9.2% | ||
| Q1 25 | 22.3% | — | ||
| Q4 24 | 31.6% | -2.0% | ||
| Q3 24 | 39.8% | 12.5% | ||
| Q2 24 | 31.7% | 13.2% | ||
| Q1 24 | 17.9% | -20.1% |
净利率BKNGOXM
| Q4 25 | — | -20.7% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 9.6% | ||
| Q1 24 | — | -14.9% |
每股收益（稀释后）BKNGOXM
| Q4 25 | $43.66 | $-4.28 | ||
| Q3 25 | $84.41 | $1.12 | ||
| Q2 25 | $27.43 | $1.70 | ||
| Q1 25 | $10.07 | — | ||
| Q4 24 | $31.60 | $-0.25 | ||
| Q3 24 | $74.34 | $2.57 | ||
| Q2 24 | $44.38 | $2.42 | ||
| Q1 24 | $22.37 | $-3.72 |
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 | $8.0M |
| 总债务越低越好 | $18.7B | — |
| 股东权益账面价值 | $-5.6B | $528.0M |
| 总资产 | $29.3B | $1.3B |
| 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BKNGOXM
| Q4 25 | $17.2B | $8.0M | ||
| Q3 25 | $16.5B | $6.9M | ||
| Q2 25 | $17.6B | $8.2M | ||
| Q1 25 | $15.6B | — | ||
| Q4 24 | $16.2B | $7.0M | ||
| Q3 24 | $15.8B | $18.4M | ||
| Q2 24 | $16.3B | $7.7M | ||
| Q1 24 | $16.0B | $7.6M |
总债务BKNGOXM
| 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 | $29.0M |
股东权益BKNGOXM
| Q4 25 | $-5.6B | $528.0M | ||
| Q3 25 | $-4.7B | $597.1M | ||
| Q2 25 | $-6.7B | $592.4M | ||
| Q1 25 | $-6.1B | — | ||
| Q4 24 | $-4.0B | $612.2M | ||
| Q3 24 | $-3.7B | $621.6M | ||
| Q2 24 | $-4.3B | $592.9M | ||
| Q1 24 | $-4.1B | $560.9M |
总资产BKNGOXM
| Q4 25 | $29.3B | $1.3B | ||
| Q3 25 | $28.8B | $1.3B | ||
| Q2 25 | $30.7B | $1.3B | ||
| Q1 25 | $27.2B | — | ||
| Q4 24 | $27.7B | $1.2B | ||
| Q3 24 | $28.0B | $1.2B | ||
| Q2 24 | $28.5B | $1.2B | ||
| Q1 24 | $27.7B | $1.1B |
负债/权益比BKNGOXM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $-9.1M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $-47.9M |
| 自由现金流率自由现金流/营收 | 22.3% | -15.6% |
| 资本支出强度资本支出/营收 | 1.1% | 12.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $9.1B | $-79.9M |
8季度趋势，按日历期对齐
经营现金流BKNGOXM
| Q4 25 | $1.5B | $-9.1M | ||
| Q3 25 | $1.4B | $83.5M | ||
| Q2 25 | $3.2B | $-3.9M | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $721.0M | — | ||
| Q3 24 | $2.4B | $88.8M | ||
| Q2 24 | $2.5B | $32.9M | ||
| Q1 24 | $2.7B | $74.9M |
自由现金流BKNGOXM
| Q4 25 | $1.4B | $-47.9M | ||
| Q3 25 | $1.4B | $52.3M | ||
| Q2 25 | $3.1B | $-27.4M | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $645.0M | — | ||
| Q3 24 | $2.3B | $47.2M | ||
| Q2 24 | $2.4B | $21.0M | ||
| Q1 24 | $2.6B | $55.3M |
自由现金流率BKNGOXM
| Q4 25 | 22.3% | -15.6% | ||
| Q3 25 | 15.2% | 13.0% | ||
| Q2 25 | 46.1% | -7.0% | ||
| Q1 25 | 66.4% | — | ||
| Q4 24 | 11.8% | — | ||
| Q3 24 | 28.7% | 11.2% | ||
| Q2 24 | 40.6% | 5.3% | ||
| Q1 24 | 58.3% | 13.7% |
资本支出强度BKNGOXM
| Q4 25 | 1.1% | 12.6% | ||
| Q3 25 | 0.7% | 7.7% | ||
| Q2 25 | 0.9% | 6.0% | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.0% | 9.9% | ||
| Q2 24 | 2.5% | 3.0% | ||
| Q1 24 | 2.9% | 4.8% |
现金转化率BKNGOXM
| Q4 25 | — | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| 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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
