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Boot Barn Holdings, Inc.（BOOT）与美泰（MAT）财务数据对比。点击上方公司名可切换其他公司
美泰的季度营收约是Boot Barn Holdings, Inc.的1.2倍（$862.2M vs $705.6M），Boot Barn Holdings, Inc.净利率更高（12.2% vs 7.1%，领先5.1%），Boot Barn Holdings, Inc.同比增速更快（16.0% vs 4.3%），Boot Barn Holdings, Inc.自由现金流更多（$148.0M vs $-88.1M），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs -10.6%）
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。
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
BOOT vs MAT — 直观对比
营收规模更大
MAT
是对方的1.2倍
$705.6M
营收增速更快
BOOT
高出11.7%
4.3%
净利率更高
BOOT
高出5.1%
7.1%
自由现金流更多
BOOT
多$236.1M
$-88.1M
两年增速更快
BOOT
近两年复合增速
-10.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $862.2M |
| 净利润 | $85.8M | $61.0M |
| 毛利率 | 39.9% | 44.9% |
| 营业利润率 | 16.3% | — |
| 净利率 | 12.2% | 7.1% |
| 营收同比 | 16.0% | 4.3% |
| 净利润同比 | 14.3% | 251.4% |
| 每股收益（稀释后） | $2.79 | $0.20 |
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BOOTMAT
| Q1 26 | — | $862.2M | ||
| Q4 25 | $705.6M | $1.8B | ||
| Q3 25 | $505.4M | $1.7B | ||
| Q2 25 | $504.1M | $1.0B | ||
| Q1 25 | $453.7M | $826.6M | ||
| Q4 24 | $608.2M | $1.6B | ||
| Q3 24 | $425.8M | $1.8B | ||
| Q2 24 | $423.4M | $1.1B |
净利润BOOTMAT
| Q1 26 | — | $61.0M | ||
| Q4 25 | $85.8M | $106.2M | ||
| Q3 25 | $42.2M | $278.4M | ||
| Q2 25 | $53.4M | $53.4M | ||
| Q1 25 | $37.5M | $-40.3M | ||
| Q4 24 | $75.1M | $140.9M | ||
| Q3 24 | $29.4M | $372.4M | ||
| Q2 24 | $38.9M | $56.9M |
毛利率BOOTMAT
| Q1 26 | — | 44.9% | ||
| Q4 25 | 39.9% | 45.9% | ||
| Q3 25 | 36.4% | 50.0% | ||
| Q2 25 | 39.1% | 50.9% | ||
| Q1 25 | 37.1% | 49.4% | ||
| Q4 24 | 39.3% | 50.7% | ||
| Q3 24 | 35.9% | 53.1% | ||
| Q2 24 | 37.0% | 49.2% |
营业利润率BOOTMAT
| Q1 26 | — | — | ||
| Q4 25 | 16.3% | 8.0% | ||
| Q3 25 | 11.2% | 21.9% | ||
| Q2 25 | 14.0% | 7.7% | ||
| Q1 25 | 11.0% | -6.4% | ||
| Q4 24 | 16.4% | 9.6% | ||
| Q3 24 | 9.4% | 26.5% | ||
| Q2 24 | 11.9% | 7.7% |
净利率BOOTMAT
| Q1 26 | — | 7.1% | ||
| Q4 25 | 12.2% | 6.0% | ||
| Q3 25 | 8.4% | 16.0% | ||
| Q2 25 | 10.6% | 5.2% | ||
| Q1 25 | 8.3% | -4.9% | ||
| Q4 24 | 12.3% | 8.6% | ||
| Q3 24 | 6.9% | 20.2% | ||
| Q2 24 | 9.2% | 5.3% |
每股收益（稀释后）BOOTMAT
| Q1 26 | — | $0.20 | ||
| Q4 25 | $2.79 | $0.32 | ||
| Q3 25 | $1.37 | $0.88 | ||
| Q2 25 | $1.74 | $0.16 | ||
| Q1 25 | $1.24 | $-0.12 | ||
| Q4 24 | $2.43 | $0.40 | ||
| Q3 24 | $0.95 | $1.09 | ||
| Q2 24 | $1.26 | $0.17 |
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 | $866.0M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $1.3B | $2.1B |
| 总资产 | $2.4B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资BOOTMAT
| Q1 26 | — | $866.0M | ||
| Q4 25 | $200.1M | $1.2B | ||
| Q3 25 | $64.7M | $691.9M | ||
| Q2 25 | $95.3M | $870.5M | ||
| Q1 25 | $69.8M | $1.2B | ||
| Q4 24 | $152.9M | $1.4B | ||
| Q3 24 | $37.4M | $723.5M | ||
| Q2 24 | $83.4M | $722.4M |
总债务BOOTMAT
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益BOOTMAT
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.0B | $2.3B | ||
| Q2 24 | $981.8M | $2.0B |
总资产BOOTMAT
| Q1 26 | — | $6.3B | ||
| Q4 25 | $2.4B | $6.6B | ||
| Q3 25 | $2.3B | $6.6B | ||
| Q2 25 | $2.1B | $6.2B | ||
| Q1 25 | $2.0B | $6.2B | ||
| Q4 24 | $2.0B | $6.5B | ||
| Q3 24 | $1.9B | $6.5B | ||
| Q2 24 | $1.8B | $5.9B |
负债/权益比BOOTMAT
| Q1 26 | — | 1.11× | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 1.18× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $-88.1M |
| 自由现金流率自由现金流/营收 | 21.0% | -10.2% |
| 资本支出强度资本支出/营收 | 8.7% | 7.6% |
| 现金转化率经营现金流/净利润 | 2.44× | — |
| 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BOOTMAT
| Q1 26 | — | — | ||
| Q4 25 | $209.7M | $796.6M | ||
| Q3 25 | $25.7M | $72.0M | ||
| Q2 25 | $73.8M | $-300.1M | ||
| Q1 25 | $-43.1M | $24.8M | ||
| Q4 24 | $157.1M | $862.1M | ||
| Q3 24 | $-7.8M | $155.8M | ||
| Q2 24 | $41.3M | $-252.9M |
自由现金流BOOTMAT
| Q1 26 | — | $-88.1M | ||
| 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 | — |
自由现金流率BOOTMAT
| Q1 26 | — | -10.2% | ||
| 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% | — |
资本支出强度BOOTMAT
| Q1 26 | — | 7.6% | ||
| 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% | — |
现金转化率BOOTMAT
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | 7.50× | ||
| Q3 25 | 0.61× | 0.26× | ||
| Q2 25 | 1.38× | -5.62× | ||
| Q1 25 | -1.15× | — | ||
| Q4 24 | 2.09× | 6.12× | ||
| Q3 24 | -0.26× | 0.42× | ||
| Q2 24 | 1.06× | -4.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
