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Boot Barn Holdings, Inc.（BOOT）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
Boot Barn Holdings, Inc.的季度营收约是Essex Property Trust的1.5倍（$705.6M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 12.2%，领先5.7%），Boot Barn Holdings, Inc.同比增速更快（16.0% vs 5.5%），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 6.0%）
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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
BOOT vs ESS — 直观对比
营收规模更大
BOOT
是对方的1.5倍
$479.6M
营收增速更快
BOOT
高出10.5%
5.5%
净利率更高
ESS
高出5.7%
12.2%
两年增速更快
BOOT
近两年复合增速
6.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $479.6M |
| 净利润 | $85.8M | $85.7M |
| 毛利率 | 39.9% | 70.0% |
| 营业利润率 | 16.3% | 31.7% |
| 净利率 | 12.2% | 17.9% |
| 营收同比 | 16.0% | 5.5% |
| 净利润同比 | 14.3% | -71.6% |
| 每股收益（稀释后） | $2.79 | $1.24 |
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BOOTESS
| Q4 25 | $705.6M | $479.6M | ||
| Q3 25 | $505.4M | $473.3M | ||
| Q2 25 | $504.1M | $469.8M | ||
| Q1 25 | $453.7M | $464.6M | ||
| Q4 24 | $608.2M | $454.5M | ||
| Q3 24 | $425.8M | $450.7M | ||
| Q2 24 | $423.4M | $442.4M | ||
| Q1 24 | $388.5M | $426.9M |
净利润BOOTESS
| Q4 25 | $85.8M | $85.7M | ||
| Q3 25 | $42.2M | $172.7M | ||
| Q2 25 | $53.4M | $231.5M | ||
| Q1 25 | $37.5M | $212.8M | ||
| Q4 24 | $75.1M | $301.7M | ||
| Q3 24 | $29.4M | $125.5M | ||
| Q2 24 | $38.9M | $99.0M | ||
| Q1 24 | $29.4M | $285.1M |
毛利率BOOTESS
| Q4 25 | 39.9% | 70.0% | ||
| Q3 25 | 36.4% | 69.2% | ||
| Q2 25 | 39.1% | 70.7% | ||
| Q1 25 | 37.1% | 69.6% | ||
| Q4 24 | 39.3% | 70.0% | ||
| Q3 24 | 35.9% | 69.5% | ||
| Q2 24 | 37.0% | 70.8% | ||
| Q1 24 | 35.9% | 69.7% |
营业利润率BOOTESS
| Q4 25 | 16.3% | 31.7% | ||
| Q3 25 | 11.2% | 44.5% | ||
| Q2 25 | 14.0% | 59.5% | ||
| Q1 25 | 11.0% | 55.3% | ||
| Q4 24 | 16.4% | 67.0% | ||
| Q3 24 | 9.4% | 28.6% | ||
| Q2 24 | 11.9% | 31.1% | ||
| Q1 24 | 9.8% | 31.0% |
净利率BOOTESS
| Q4 25 | 12.2% | 17.9% | ||
| Q3 25 | 8.4% | 36.5% | ||
| Q2 25 | 10.6% | 49.3% | ||
| Q1 25 | 8.3% | 45.8% | ||
| Q4 24 | 12.3% | 66.4% | ||
| Q3 24 | 6.9% | 27.8% | ||
| Q2 24 | 9.2% | 22.4% | ||
| Q1 24 | 7.6% | 66.8% |
每股收益（稀释后）BOOTESS
| Q4 25 | $2.79 | $1.24 | ||
| Q3 25 | $1.37 | $2.56 | ||
| Q2 25 | $1.74 | $3.44 | ||
| Q1 25 | $1.24 | $3.16 | ||
| Q4 24 | $2.43 | $4.00 | ||
| Q3 24 | $0.95 | $1.84 | ||
| Q2 24 | $1.26 | $1.45 | ||
| Q1 24 | $0.96 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $5.5B |
| 总资产 | $2.4B | $13.2B |
| 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BOOTESS
| Q4 25 | $200.1M | $76.2M | ||
| Q3 25 | $64.7M | $66.0M | ||
| Q2 25 | $95.3M | $58.7M | ||
| Q1 25 | $69.8M | $98.7M | ||
| Q4 24 | $152.9M | $66.8M | ||
| Q3 24 | $37.4M | $71.3M | ||
| Q2 24 | $83.4M | $55.2M | ||
| Q1 24 | $75.8M | $499.0M |
总债务BOOTESS
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益BOOTESS
| Q4 25 | $1.3B | $5.5B | ||
| Q3 25 | $1.2B | $5.6B | ||
| Q2 25 | $1.2B | $5.6B | ||
| Q1 25 | $1.1B | $5.6B | ||
| Q4 24 | $1.1B | $5.5B | ||
| Q3 24 | $1.0B | $5.4B | ||
| Q2 24 | $981.8M | $5.5B | ||
| Q1 24 | $943.6M | $5.5B |
总资产BOOTESS
| Q4 25 | $2.4B | $13.2B | ||
| Q3 25 | $2.3B | $13.2B | ||
| Q2 25 | $2.1B | $13.2B | ||
| Q1 25 | $2.0B | $13.2B | ||
| Q4 24 | $2.0B | $12.9B | ||
| Q3 24 | $1.9B | $12.6B | ||
| Q2 24 | $1.8B | $12.5B | ||
| Q1 24 | $1.7B | $12.9B |
负债/权益比BOOTESS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $148.0M | — |
| 自由现金流率自由现金流/营收 | 21.0% | — |
| 资本支出强度资本支出/营收 | 8.7% | — |
| 现金转化率经营现金流/净利润 | 2.44× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $89.8M | — |
8季度趋势，按日历期对齐
经营现金流BOOTESS
| Q4 25 | $209.7M | $1.1B | ||
| Q3 25 | $25.7M | $342.6M | ||
| Q2 25 | $73.8M | $216.1M | ||
| Q1 25 | $-43.1M | $281.5M | ||
| Q4 24 | $157.1M | $1.1B | ||
| Q3 24 | $-7.8M | $316.2M | ||
| Q2 24 | $41.3M | $218.9M | ||
| Q1 24 | — | $314.9M |
自由现金流BOOTESS
| Q4 25 | $148.0M | — | ||
| Q3 25 | $-17.5M | — | ||
| Q2 25 | $42.4M | — | ||
| Q1 25 | $-83.1M | — | ||
| Q4 24 | $114.2M | — | ||
| Q3 24 | $-46.1M | — | ||
| Q2 24 | $14.2M | — | ||
| Q1 24 | — | — |
自由现金流率BOOTESS
| Q4 25 | 21.0% | — | ||
| Q3 25 | -3.5% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | -18.3% | — | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | -10.8% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | — | — |
资本支出强度BOOTESS
| Q4 25 | 8.7% | — | ||
| Q3 25 | 8.6% | — | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 6.4% | — | ||
| Q1 24 | — | — |
现金转化率BOOTESS
| Q4 25 | 2.44× | 12.53× | ||
| Q3 25 | 0.61× | 1.98× | ||
| Q2 25 | 1.38× | 0.93× | ||
| Q1 25 | -1.15× | 1.32× | ||
| Q4 24 | 2.09× | 3.54× | ||
| Q3 24 | -0.26× | 2.52× | ||
| Q2 24 | 1.06× | 2.21× | ||
| Q1 24 | — | 1.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
