vs
Boot Barn Holdings, Inc.（BOOT）与伊萨（ESAB）财务数据对比。点击上方公司名可切换其他公司
伊萨的季度营收约是Boot Barn Holdings, Inc.的1.0倍（$727.8M vs $705.6M），Boot Barn Holdings, Inc.净利率更高（12.2% vs 7.5%，领先4.6%），Boot Barn Holdings, Inc.同比增速更快（16.0% vs 8.5%），Boot Barn Holdings, Inc.自由现金流更多（$148.0M vs $70.3M），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 2.8%）
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。
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
BOOT vs ESAB — 直观对比
营收规模更大
ESAB
是对方的1.0倍
$705.6M
营收增速更快
BOOT
高出7.5%
8.5%
净利率更高
BOOT
高出4.6%
7.5%
自由现金流更多
BOOT
多$77.7M
$70.3M
两年增速更快
BOOT
近两年复合增速
2.8%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $727.8M |
| 净利润 | $85.8M | $54.8M |
| 毛利率 | 39.9% | 37.0% |
| 营业利润率 | 16.3% | 14.6% |
| 净利率 | 12.2% | 7.5% |
| 营收同比 | 16.0% | 8.5% |
| 净利润同比 | 14.3% | 2.1% |
| 每股收益（稀释后） | $2.79 | $0.90 |
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BOOTESAB
| Q4 25 | $705.6M | $727.8M | ||
| Q3 25 | $505.4M | $715.6M | ||
| Q2 25 | $504.1M | $678.1M | ||
| Q1 25 | $453.7M | — | ||
| Q4 24 | $608.2M | $670.8M | ||
| Q3 24 | $425.8M | $673.3M | ||
| Q2 24 | $423.4M | $707.1M | ||
| Q1 24 | $388.5M | $689.7M |
净利润BOOTESAB
| Q4 25 | $85.8M | $54.8M | ||
| Q3 25 | $42.2M | $66.9M | ||
| Q2 25 | $53.4M | $67.4M | ||
| Q1 25 | $37.5M | — | ||
| Q4 24 | $75.1M | $53.7M | ||
| Q3 24 | $29.4M | $68.2M | ||
| Q2 24 | $38.9M | $82.9M | ||
| Q1 24 | $29.4M | $60.0M |
毛利率BOOTESAB
| Q4 25 | 39.9% | 37.0% | ||
| Q3 25 | 36.4% | 37.2% | ||
| Q2 25 | 39.1% | 37.6% | ||
| Q1 25 | 37.1% | — | ||
| Q4 24 | 39.3% | 38.5% | ||
| Q3 24 | 35.9% | 37.7% | ||
| Q2 24 | 37.0% | 38.2% | ||
| Q1 24 | 35.9% | 37.0% |
营业利润率BOOTESAB
| Q4 25 | 16.3% | 14.6% | ||
| Q3 25 | 11.2% | 15.2% | ||
| Q2 25 | 14.0% | 16.2% | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 16.4% | 16.6% | ||
| Q3 24 | 9.4% | 15.7% | ||
| Q2 24 | 11.9% | 16.9% | ||
| Q1 24 | 9.8% | 16.0% |
净利率BOOTESAB
| Q4 25 | 12.2% | 7.5% | ||
| Q3 25 | 8.4% | 9.3% | ||
| Q2 25 | 10.6% | 9.9% | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 12.3% | 8.0% | ||
| Q3 24 | 6.9% | 10.1% | ||
| Q2 24 | 9.2% | 11.7% | ||
| Q1 24 | 7.6% | 8.7% |
每股收益（稀释后）BOOTESAB
| Q4 25 | $2.79 | $0.90 | ||
| Q3 25 | $1.37 | $1.09 | ||
| Q2 25 | $1.74 | $1.10 | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $2.43 | $0.87 | ||
| Q3 24 | $0.95 | $1.11 | ||
| Q2 24 | $1.26 | $1.35 | ||
| Q1 24 | $0.96 | $0.98 |
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 | $218.2M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $1.3B | $2.1B |
| 总资产 | $2.4B | $4.9B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资BOOTESAB
| Q4 25 | $200.1M | $218.2M | ||
| Q3 25 | $64.7M | $258.2M | ||
| Q2 25 | $95.3M | $291.3M | ||
| Q1 25 | $69.8M | — | ||
| Q4 24 | $152.9M | $249.4M | ||
| Q3 24 | $37.4M | $253.7M | ||
| Q2 24 | $83.4M | $228.5M | ||
| Q1 24 | $75.8M | $76.5M |
总债务BOOTESAB
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $992.8M |
股东权益BOOTESAB
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $981.8M | $1.7B | ||
| Q1 24 | $943.6M | $1.6B |
总资产BOOTESAB
| Q4 25 | $2.4B | $4.9B | ||
| Q3 25 | $2.3B | $4.4B | ||
| Q2 25 | $2.1B | $4.2B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $4.0B | ||
| Q3 24 | $1.9B | $4.1B | ||
| Q2 24 | $1.8B | $4.0B | ||
| Q1 24 | $1.7B | $3.8B |
负债/权益比BOOTESAB
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.61× |
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 | $81.5M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $70.3M |
| 自由现金流率自由现金流/营收 | 21.0% | 9.7% |
| 资本支出强度资本支出/营收 | 8.7% | 1.5% |
| 现金转化率经营现金流/净利润 | 2.44× | 1.49× |
| 过去12个月自由现金流最近4个季度 | $89.8M | $238.0M |
8季度趋势，按日历期对齐
经营现金流BOOTESAB
| Q4 25 | $209.7M | $81.5M | ||
| Q3 25 | $25.7M | $46.6M | ||
| Q2 25 | $73.8M | $35.4M | ||
| Q1 25 | $-43.1M | — | ||
| Q4 24 | $157.1M | $126.9M | ||
| Q3 24 | $-7.8M | $101.0M | ||
| Q2 24 | $41.3M | $83.0M | ||
| Q1 24 | — | $44.5M |
自由现金流BOOTESAB
| Q4 25 | $148.0M | $70.3M | ||
| Q3 25 | $-17.5M | $37.4M | ||
| Q2 25 | $42.4M | $28.1M | ||
| Q1 25 | $-83.1M | — | ||
| Q4 24 | $114.2M | $102.2M | ||
| Q3 24 | $-46.1M | $90.4M | ||
| Q2 24 | $14.2M | $74.0M | ||
| Q1 24 | — | $37.1M |
自由现金流率BOOTESAB
| Q4 25 | 21.0% | 9.7% | ||
| Q3 25 | -3.5% | 5.2% | ||
| Q2 25 | 8.4% | 4.1% | ||
| Q1 25 | -18.3% | — | ||
| Q4 24 | 18.8% | 15.2% | ||
| Q3 24 | -10.8% | 13.4% | ||
| Q2 24 | 3.4% | 10.5% | ||
| Q1 24 | — | 5.4% |
资本支出强度BOOTESAB
| Q4 25 | 8.7% | 1.5% | ||
| Q3 25 | 8.6% | 1.3% | ||
| Q2 25 | 6.2% | 1.1% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 7.1% | 3.7% | ||
| Q3 24 | 9.0% | 1.6% | ||
| Q2 24 | 6.4% | 1.3% | ||
| Q1 24 | — | 1.1% |
现金转化率BOOTESAB
| Q4 25 | 2.44× | 1.49× | ||
| Q3 25 | 0.61× | 0.70× | ||
| Q2 25 | 1.38× | 0.53× | ||
| Q1 25 | -1.15× | — | ||
| Q4 24 | 2.09× | 2.36× | ||
| Q3 24 | -0.26× | 1.48× | ||
| Q2 24 | 1.06× | 1.00× | ||
| Q1 24 | — | 0.74× |
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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
