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Boot Barn Holdings, Inc.(BOOT)与利氏兄弟拍卖行(RBA)财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Boot Barn Holdings, Inc.的1.7倍($1.2B vs $705.6M),Boot Barn Holdings, Inc.净利率更高(12.2% vs 9.1%,领先3.0%),Boot Barn Holdings, Inc.同比增速更快(16.0% vs 5.4%),利氏兄弟拍卖行自由现金流更多($186.5M vs $148.0M),过去两年Boot Barn Holdings, Inc.的营收复合增速更高(34.8% vs 6.3%)
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。
利氏兄弟拍卖行(股票代码RBA)是全球知名的工业资产拍卖服务商,注册地位于加拿大,属公开上市企业,总部设在美国伊利诺伊州韦斯特切斯特,普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
BOOT vs RBA — 直观对比
营收规模更大
RBA
是对方的1.7倍
$705.6M
营收增速更快
BOOT
高出10.6%
5.4%
净利率更高
BOOT
高出3.0%
9.1%
自由现金流更多
RBA
多$38.5M
$148.0M
两年增速更快
BOOT
近两年复合增速
6.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $705.6M | $1.2B |
| 净利润 | $85.8M | $109.7M |
| 毛利率 | 39.9% | — |
| 营业利润率 | 16.3% | 14.7% |
| 净利率 | 12.2% | 9.1% |
| 营收同比 | 16.0% | 5.4% |
| 净利润同比 | 14.3% | -7.4% |
| 每股收益(稀释后) | $2.79 | $0.53 |
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
BOOT
RBA
| Q4 25 | $705.6M | $1.2B | ||
| Q3 25 | $505.4M | $1.1B | ||
| Q2 25 | $504.1M | $1.2B | ||
| Q1 25 | $453.7M | $1.1B | ||
| Q4 24 | $608.2M | $1.1B | ||
| Q3 24 | $425.8M | $981.8M | ||
| Q2 24 | $423.4M | $1.1B | ||
| Q1 24 | $388.5M | $1.1B |
净利润
BOOT
RBA
| Q4 25 | $85.8M | $109.7M | ||
| Q3 25 | $42.2M | $95.5M | ||
| Q2 25 | $53.4M | $109.8M | ||
| Q1 25 | $37.5M | $113.4M | ||
| Q4 24 | $75.1M | $118.5M | ||
| Q3 24 | $29.4M | $76.1M | ||
| Q2 24 | $38.9M | $111.1M | ||
| Q1 24 | $29.4M | $107.4M |
毛利率
BOOT
RBA
| 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% | — |
营业利润率
BOOT
RBA
| Q4 25 | 16.3% | 14.7% | ||
| Q3 25 | 11.2% | 14.5% | ||
| Q2 25 | 14.0% | 15.9% | ||
| Q1 25 | 11.0% | 17.1% | ||
| Q4 24 | 16.4% | 18.1% | ||
| Q3 24 | 9.4% | 15.6% | ||
| Q2 24 | 11.9% | 18.4% | ||
| Q1 24 | 9.8% | 18.7% |
净利率
BOOT
RBA
| Q4 25 | 12.2% | 9.1% | ||
| Q3 25 | 8.4% | 8.7% | ||
| Q2 25 | 10.6% | 9.3% | ||
| Q1 25 | 8.3% | 10.2% | ||
| Q4 24 | 12.3% | 10.4% | ||
| Q3 24 | 6.9% | 7.8% | ||
| Q2 24 | 9.2% | 10.1% | ||
| Q1 24 | 7.6% | 10.1% |
每股收益(稀释后)
BOOT
RBA
| Q4 25 | $2.79 | $0.53 | ||
| Q3 25 | $1.37 | $0.43 | ||
| Q2 25 | $1.74 | $0.53 | ||
| Q1 25 | $1.24 | $0.55 | ||
| Q4 24 | $2.43 | $0.58 | ||
| Q3 24 | $0.95 | $0.36 | ||
| Q2 24 | $1.26 | $0.54 | ||
| Q1 24 | $0.96 | $0.53 |
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 | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $1.3B | $5.6B |
| 总资产 | $2.4B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
BOOT
RBA
| Q4 25 | $200.1M | $531.5M | ||
| Q3 25 | $64.7M | $674.7M | ||
| Q2 25 | $95.3M | $710.2M | ||
| Q1 25 | $69.8M | $578.1M | ||
| Q4 24 | $152.9M | $533.9M | ||
| Q3 24 | $37.4M | $650.7M | ||
| Q2 24 | $83.4M | $599.5M | ||
| Q1 24 | $75.8M | $462.8M |
总债务
BOOT
RBA
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.9B |
股东权益
BOOT
RBA
| Q4 25 | $1.3B | $5.6B | ||
| Q3 25 | $1.2B | $5.5B | ||
| Q2 25 | $1.2B | $5.5B | ||
| Q1 25 | $1.1B | $5.3B | ||
| Q4 24 | $1.1B | $5.2B | ||
| Q3 24 | $1.0B | $5.2B | ||
| Q2 24 | $981.8M | $5.2B | ||
| Q1 24 | $943.6M | $5.1B |
总资产
BOOT
RBA
| Q4 25 | $2.4B | $12.1B | ||
| Q3 25 | $2.3B | $12.2B | ||
| Q2 25 | $2.1B | $12.2B | ||
| Q1 25 | $2.0B | $11.9B | ||
| Q4 24 | $2.0B | $11.8B | ||
| Q3 24 | $1.9B | $11.9B | ||
| Q2 24 | $1.8B | $12.1B | ||
| Q1 24 | $1.7B | $12.0B |
负债/权益比
BOOT
RBA
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.58× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $186.5M |
| 自由现金流率自由现金流/营收 | 21.0% | 15.5% |
| 资本支出强度资本支出/营收 | 8.7% | 5.7% |
| 现金转化率经营现金流/净利润 | 2.44× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $89.8M | $719.2M |
8季度趋势,按日历期对齐
经营现金流
BOOT
RBA
| Q4 25 | $209.7M | $255.2M | ||
| Q3 25 | $25.7M | $239.7M | ||
| Q2 25 | $73.8M | $326.5M | ||
| Q1 25 | $-43.1M | $156.8M | ||
| Q4 24 | $157.1M | $184.5M | ||
| Q3 24 | $-7.8M | $285.4M | ||
| Q2 24 | $41.3M | $337.3M | ||
| Q1 24 | — | $124.8M |
自由现金流
BOOT
RBA
| Q4 25 | $148.0M | $186.5M | ||
| Q3 25 | $-17.5M | $188.5M | ||
| Q2 25 | $42.4M | $241.7M | ||
| Q1 25 | $-83.1M | $102.5M | ||
| Q4 24 | $114.2M | $127.9M | ||
| Q3 24 | $-46.1M | $248.5M | ||
| Q2 24 | $14.2M | $308.6M | ||
| Q1 24 | — | $79.6M |
自由现金流率
BOOT
RBA
| Q4 25 | 21.0% | 15.5% | ||
| Q3 25 | -3.5% | 17.3% | ||
| Q2 25 | 8.4% | 20.4% | ||
| Q1 25 | -18.3% | 9.2% | ||
| Q4 24 | 18.8% | 11.2% | ||
| Q3 24 | -10.8% | 25.3% | ||
| Q2 24 | 3.4% | 28.2% | ||
| Q1 24 | — | 7.5% |
资本支出强度
BOOT
RBA
| Q4 25 | 8.7% | 5.7% | ||
| Q3 25 | 8.6% | 4.7% | ||
| Q2 25 | 6.2% | 7.2% | ||
| Q1 25 | 8.8% | 4.9% | ||
| Q4 24 | 7.1% | 5.0% | ||
| Q3 24 | 9.0% | 3.8% | ||
| Q2 24 | 6.4% | 2.6% | ||
| Q1 24 | — | 4.2% |
现金转化率
BOOT
RBA
| Q4 25 | 2.44× | 2.33× | ||
| Q3 25 | 0.61× | 2.51× | ||
| Q2 25 | 1.38× | 2.97× | ||
| Q1 25 | -1.15× | 1.38× | ||
| Q4 24 | 2.09× | 1.56× | ||
| Q3 24 | -0.26× | 3.75× | ||
| Q2 24 | 1.06× | 3.04× | ||
| Q1 24 | — | 1.16× |
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
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |