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Boot Barn Holdings, Inc.(BOOT)与Mid-America Apartment Communities(MAA)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Mid-America Apartment Communities的1.3倍($705.6M vs $555.6M),Boot Barn Holdings, Inc.净利率更高(12.2% vs 10.4%,领先1.8%),Boot Barn Holdings, Inc.同比增速更快(16.0% vs 1.0%),Mid-America Apartment Communities自由现金流更多($158.6M vs $148.0M),过去两年Boot Barn Holdings, Inc.的营收复合增速更高(34.8% vs 1.1%)
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。
Mid-America Apartment Communities(股票代码:MAA)是一家公开上市的房地产投资信托基金,总部位于美国田纳西州孟菲斯市,核心业务为投资美国东南部及西南部地区的公寓物业,深耕美国高增长区域住宅不动产赛道,为股东创造稳定的长期投资回报。
BOOT vs MAA — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $705.6M | $555.6M |
| 净利润 | $85.8M | $57.6M |
| 毛利率 | 39.9% | — |
| 营业利润率 | 16.3% | 10.4% |
| 净利率 | 12.2% | 10.4% |
| 营收同比 | 16.0% | 1.0% |
| 净利润同比 | 14.3% | -65.5% |
| 每股收益(稀释后) | $2.79 | $0.48 |
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
| Q4 25 | $705.6M | $555.6M | ||
| Q3 25 | $505.4M | $554.4M | ||
| Q2 25 | $504.1M | $549.9M | ||
| Q1 25 | $453.7M | $549.3M | ||
| Q4 24 | $608.2M | $549.8M | ||
| Q3 24 | $425.8M | $551.1M | ||
| Q2 24 | $423.4M | $546.4M | ||
| Q1 24 | $388.5M | $543.6M |
| Q4 25 | $85.8M | $57.6M | ||
| Q3 25 | $42.2M | $99.5M | ||
| Q2 25 | $53.4M | $108.1M | ||
| Q1 25 | $37.5M | $181.7M | ||
| Q4 24 | $75.1M | $166.6M | ||
| Q3 24 | $29.4M | $115.2M | ||
| Q2 24 | $38.9M | $102.0M | ||
| Q1 24 | $29.4M | $143.7M |
| 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% | — |
| Q4 25 | 16.3% | 10.4% | ||
| Q3 25 | 11.2% | 18.7% | ||
| Q2 25 | 14.0% | 20.2% | ||
| Q1 25 | 11.0% | 34.0% | ||
| Q4 24 | 16.4% | 31.3% | ||
| Q3 24 | 9.4% | 21.5% | ||
| Q2 24 | 11.9% | 19.3% | ||
| Q1 24 | 9.8% | 27.4% |
| Q4 25 | 12.2% | 10.4% | ||
| Q3 25 | 8.4% | 18.0% | ||
| Q2 25 | 10.6% | 19.7% | ||
| Q1 25 | 8.3% | 33.1% | ||
| Q4 24 | 12.3% | 30.3% | ||
| Q3 24 | 6.9% | 20.9% | ||
| Q2 24 | 9.2% | 18.7% | ||
| Q1 24 | 7.6% | 26.4% |
| Q4 25 | $2.79 | $0.48 | ||
| Q3 25 | $1.37 | $0.84 | ||
| Q2 25 | $1.74 | $0.92 | ||
| Q1 25 | $1.24 | $1.54 | ||
| Q4 24 | $2.43 | $1.43 | ||
| Q3 24 | $0.95 | $0.98 | ||
| Q2 24 | $1.26 | $0.86 | ||
| Q1 24 | $0.96 | $1.22 |
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 | $60.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $5.7B |
| 总资产 | $2.4B | $12.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $200.1M | $60.3M | ||
| Q3 25 | $64.7M | $32.2M | ||
| Q2 25 | $95.3M | $54.5M | ||
| Q1 25 | $69.8M | $55.8M | ||
| Q4 24 | $152.9M | $43.0M | ||
| Q3 24 | $37.4M | $50.2M | ||
| Q2 24 | $83.4M | $62.8M | ||
| Q1 24 | $75.8M | $54.6M |
| Q4 25 | $1.3B | $5.7B | ||
| Q3 25 | $1.2B | $5.8B | ||
| Q2 25 | $1.2B | $5.9B | ||
| Q1 25 | $1.1B | $5.9B | ||
| Q4 24 | $1.1B | $5.9B | ||
| Q3 24 | $1.0B | $5.9B | ||
| Q2 24 | $981.8M | $6.0B | ||
| Q1 24 | $943.6M | $6.1B |
| Q4 25 | $2.4B | $12.0B | ||
| Q3 25 | $2.3B | $11.9B | ||
| Q2 25 | $2.1B | $11.8B | ||
| Q1 25 | $2.0B | $11.8B | ||
| Q4 24 | $2.0B | $11.8B | ||
| Q3 24 | $1.9B | $11.8B | ||
| Q2 24 | $1.8B | $11.6B | ||
| Q1 24 | $1.7B | $11.5B |
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 | $261.7M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $158.6M |
| 自由现金流率自由现金流/营收 | 21.0% | 28.5% |
| 资本支出强度资本支出/营收 | 8.7% | 18.6% |
| 现金转化率经营现金流/净利润 | 2.44× | 4.55× |
| 过去12个月自由现金流最近4个季度 | $89.8M | $717.9M |
8季度趋势,按日历期对齐
| Q4 25 | $209.7M | $261.7M | ||
| Q3 25 | $25.7M | $266.4M | ||
| Q2 25 | $73.8M | $353.4M | ||
| Q1 25 | $-43.1M | $196.6M | ||
| Q4 24 | $157.1M | $239.1M | ||
| Q3 24 | $-7.8M | $309.5M | ||
| Q2 24 | $41.3M | $349.4M | ||
| Q1 24 | — | $200.3M |
| Q4 25 | $148.0M | $158.6M | ||
| Q3 25 | $-17.5M | $170.8M | ||
| Q2 25 | $42.4M | $264.5M | ||
| Q1 25 | $-83.1M | $124.0M | ||
| Q4 24 | $114.2M | $152.6M | ||
| Q3 24 | $-46.1M | $215.5M | ||
| Q2 24 | $14.2M | $259.7M | ||
| Q1 24 | — | $148.2M |
| Q4 25 | 21.0% | 28.5% | ||
| Q3 25 | -3.5% | 30.8% | ||
| Q2 25 | 8.4% | 48.1% | ||
| Q1 25 | -18.3% | 22.6% | ||
| Q4 24 | 18.8% | 27.8% | ||
| Q3 24 | -10.8% | 39.1% | ||
| Q2 24 | 3.4% | 47.5% | ||
| Q1 24 | — | 27.3% |
| Q4 25 | 8.7% | 18.6% | ||
| Q3 25 | 8.6% | 17.2% | ||
| Q2 25 | 6.2% | 16.2% | ||
| Q1 25 | 8.8% | 13.2% | ||
| Q4 24 | 7.1% | 15.7% | ||
| Q3 24 | 9.0% | 17.1% | ||
| Q2 24 | 6.4% | 16.4% | ||
| Q1 24 | — | 9.6% |
| Q4 25 | 2.44× | 4.55× | ||
| Q3 25 | 0.61× | 2.68× | ||
| Q2 25 | 1.38× | 3.27× | ||
| Q1 25 | -1.15× | 1.08× | ||
| Q4 24 | 2.09× | 1.43× | ||
| Q3 24 | -0.26× | 2.69× | ||
| Q2 24 | 1.06× | 3.43× | ||
| Q1 24 | — | 1.39× |
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
MAA
| Same Store | $515.5M | 93% |
| Non Same Store And Other | $36.8M | 7% |