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Boot Barn Holdings, Inc.（BOOT）与CoStar Group（CSGP）财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是Boot Barn Holdings, Inc.的1.3倍（$899.9M vs $705.6M），Boot Barn Holdings, Inc.净利率更高（12.2% vs 5.2%，领先7.0%），CoStar Group同比增速更快（26.9% vs 16.0%），Boot Barn Holdings, Inc.自由现金流更多（$148.0M vs $101.3M），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 17.1%）
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。
CoStar Group是1987年成立的美国商业地产服务商，总部位于弗吉尼亚州阿灵顿，业务覆盖北美、欧洲地区，为商业地产行业提供信息、分析及营销解决方案，旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
BOOT vs CSGP — 直观对比
营收规模更大
CSGP
是对方的1.3倍
$705.6M
营收增速更快
CSGP
高出10.8%
16.0%
净利率更高
BOOT
高出7.0%
5.2%
自由现金流更多
BOOT
多$46.7M
$101.3M
两年增速更快
BOOT
近两年复合增速
17.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $899.9M |
| 净利润 | $85.8M | $46.5M |
| 毛利率 | 39.9% | 78.6% |
| 营业利润率 | 16.3% | 5.5% |
| 净利率 | 12.2% | 5.2% |
| 营收同比 | 16.0% | 26.9% |
| 净利润同比 | 14.3% | -22.2% |
| 每股收益（稀释后） | $2.79 | $0.12 |
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BOOTCSGP
| Q4 25 | $705.6M | $899.9M | ||
| Q3 25 | $505.4M | $833.6M | ||
| Q2 25 | $504.1M | $781.3M | ||
| Q1 25 | $453.7M | $732.2M | ||
| Q4 24 | $608.2M | $709.4M | ||
| Q3 24 | $425.8M | $692.6M | ||
| Q2 24 | $423.4M | $677.8M | ||
| Q1 24 | $388.5M | $656.4M |
净利润BOOTCSGP
| Q4 25 | $85.8M | $46.5M | ||
| Q3 25 | $42.2M | $-30.9M | ||
| Q2 25 | $53.4M | $6.2M | ||
| Q1 25 | $37.5M | $-14.8M | ||
| Q4 24 | $75.1M | $59.8M | ||
| Q3 24 | $29.4M | $53.0M | ||
| Q2 24 | $38.9M | $19.2M | ||
| Q1 24 | $29.4M | $6.7M |
毛利率BOOTCSGP
| Q4 25 | 39.9% | 78.6% | ||
| Q3 25 | 36.4% | 79.3% | ||
| Q2 25 | 39.1% | 78.5% | ||
| Q1 25 | 37.1% | 79.1% | ||
| Q4 24 | 39.3% | 80.1% | ||
| Q3 24 | 35.9% | 79.7% | ||
| Q2 24 | 37.0% | 80.0% | ||
| Q1 24 | 35.9% | 78.5% |
营业利润率BOOTCSGP
| Q4 25 | 16.3% | 5.5% | ||
| Q3 25 | 11.2% | -6.1% | ||
| Q2 25 | 14.0% | -3.5% | ||
| Q1 25 | 11.0% | -5.8% | ||
| Q4 24 | 16.4% | 5.6% | ||
| Q3 24 | 9.4% | 3.4% | ||
| Q2 24 | 11.9% | -2.4% | ||
| Q1 24 | 9.8% | -6.5% |
净利率BOOTCSGP
| Q4 25 | 12.2% | 5.2% | ||
| Q3 25 | 8.4% | -3.7% | ||
| Q2 25 | 10.6% | 0.8% | ||
| Q1 25 | 8.3% | -2.0% | ||
| Q4 24 | 12.3% | 8.4% | ||
| Q3 24 | 6.9% | 7.7% | ||
| Q2 24 | 9.2% | 2.8% | ||
| Q1 24 | 7.6% | 1.0% |
每股收益（稀释后）BOOTCSGP
| Q4 25 | $2.79 | $0.12 | ||
| Q3 25 | $1.37 | $-0.07 | ||
| Q2 25 | $1.74 | $0.01 | ||
| Q1 25 | $1.24 | $-0.04 | ||
| Q4 24 | $2.43 | $0.14 | ||
| Q3 24 | $0.95 | $0.13 | ||
| Q2 24 | $1.26 | $0.05 | ||
| Q1 24 | $0.96 | $0.02 |
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 | $200.1M | $1.6B |
| 总债务越低越好 | — | $140.0M |
| 股东权益账面价值 | $1.3B | $8.3B |
| 总资产 | $2.4B | $10.5B |
| 负债/权益比越低杠杆越低 | — | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资BOOTCSGP
| Q4 25 | $200.1M | $1.6B | ||
| Q3 25 | $64.7M | $1.9B | ||
| Q2 25 | $95.3M | $3.6B | ||
| Q1 25 | $69.8M | $3.7B | ||
| Q4 24 | $152.9M | $4.7B | ||
| Q3 24 | $37.4M | — | ||
| Q2 24 | $83.4M | — | ||
| Q1 24 | $75.8M | — |
总债务BOOTCSGP
| Q4 25 | — | $140.0M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益BOOTCSGP
| Q4 25 | $1.3B | $8.3B | ||
| Q3 25 | $1.2B | $8.6B | ||
| Q2 25 | $1.2B | $8.6B | ||
| Q1 25 | $1.1B | $8.6B | ||
| Q4 24 | $1.1B | $7.6B | ||
| Q3 24 | $1.0B | $7.5B | ||
| Q2 24 | $981.8M | $7.4B | ||
| Q1 24 | $943.6M | $7.3B |
总资产BOOTCSGP
| Q4 25 | $2.4B | $10.5B | ||
| Q3 25 | $2.3B | $10.8B | ||
| Q2 25 | $2.1B | $10.5B | ||
| Q1 25 | $2.0B | $10.4B | ||
| Q4 24 | $2.0B | $9.3B | ||
| Q3 24 | $1.9B | $9.1B | ||
| Q2 24 | $1.8B | $9.1B | ||
| Q1 24 | $1.7B | $9.0B |
负债/权益比BOOTCSGP
| Q4 25 | — | 0.02× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $209.7M | $162.1M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $101.3M |
| 自由现金流率自由现金流/营收 | 21.0% | 11.3% |
| 资本支出强度资本支出/营收 | 8.7% | 6.8% |
| 现金转化率经营现金流/净利润 | 2.44× | 3.49× |
| 过去12个月自由现金流最近4个季度 | $89.8M | $123.0M |
8季度趋势，按日历期对齐
经营现金流BOOTCSGP
| Q4 25 | $209.7M | $162.1M | ||
| Q3 25 | $25.7M | $68.2M | ||
| Q2 25 | $73.8M | $146.5M | ||
| Q1 25 | $-43.1M | $53.2M | ||
| Q4 24 | $157.1M | $94.6M | ||
| Q3 24 | $-7.8M | $100.3M | ||
| Q2 24 | $41.3M | $58.1M | ||
| Q1 24 | — | $139.6M |
自由现金流BOOTCSGP
| Q4 25 | $148.0M | $101.3M | ||
| Q3 25 | $-17.5M | $-5.5M | ||
| Q2 25 | $42.4M | $27.7M | ||
| Q1 25 | $-83.1M | $-500.0K | ||
| Q4 24 | $114.2M | $25.2M | ||
| Q3 24 | $-46.1M | $40.2M | ||
| Q2 24 | $14.2M | $-14.7M | ||
| Q1 24 | — | $-237.1M |
自由现金流率BOOTCSGP
| Q4 25 | 21.0% | 11.3% | ||
| Q3 25 | -3.5% | -0.7% | ||
| Q2 25 | 8.4% | 3.5% | ||
| Q1 25 | -18.3% | -0.1% | ||
| Q4 24 | 18.8% | 3.6% | ||
| Q3 24 | -10.8% | 5.8% | ||
| Q2 24 | 3.4% | -2.2% | ||
| Q1 24 | — | -36.1% |
资本支出强度BOOTCSGP
| Q4 25 | 8.7% | 6.8% | ||
| Q3 25 | 8.6% | 8.8% | ||
| Q2 25 | 6.2% | 15.2% | ||
| Q1 25 | 8.8% | 7.3% | ||
| Q4 24 | 7.1% | 9.8% | ||
| Q3 24 | 9.0% | 8.7% | ||
| Q2 24 | 6.4% | 10.7% | ||
| Q1 24 | — | 57.4% |
现金转化率BOOTCSGP
| Q4 25 | 2.44× | 3.49× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 1.38× | 23.63× | ||
| Q1 25 | -1.15× | — | ||
| Q4 24 | 2.09× | 1.58× | ||
| Q3 24 | -0.26× | 1.89× | ||
| Q2 24 | 1.06× | 3.03× | ||
| Q1 24 | — | 20.84× |
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
BOOT
暂无分部数据
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
