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Boot Barn Holdings, Inc.（BOOT）与RBC Bearings INC（RBC）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RBC Bearings INC的1.5倍（$705.6M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 12.2%，领先2.4%），RBC Bearings INC同比增速更快（17.0% vs 16.0%），Boot Barn Holdings, Inc.自由现金流更多（$148.0M vs $99.1M），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
BOOT vs RBC — 直观对比
营收规模更大
BOOT
是对方的1.5倍
$461.6M
营收增速更快
RBC
高出1.0%
16.0%
净利率更高
RBC
高出2.4%
12.2%
自由现金流更多
BOOT
多$48.9M
$99.1M
两年增速更快
BOOT
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $461.6M |
| 净利润 | $85.8M | $67.4M |
| 毛利率 | 39.9% | 44.3% |
| 营业利润率 | 16.3% | 22.3% |
| 净利率 | 12.2% | 14.6% |
| 营收同比 | 16.0% | 17.0% |
| 净利润同比 | 14.3% | 16.4% |
| 每股收益（稀释后） | $2.79 | $2.13 |
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BOOTRBC
| Q4 25 | $705.6M | $461.6M | ||
| Q3 25 | $505.4M | $455.3M | ||
| Q2 25 | $504.1M | $436.0M | ||
| Q1 25 | $453.7M | $437.7M | ||
| Q4 24 | $608.2M | $394.4M | ||
| Q3 24 | $425.8M | $397.9M | ||
| Q2 24 | $423.4M | $406.3M | ||
| Q1 24 | $388.5M | $413.7M |
净利润BOOTRBC
| Q4 25 | $85.8M | $67.4M | ||
| Q3 25 | $42.2M | $60.0M | ||
| Q2 25 | $53.4M | $68.5M | ||
| Q1 25 | $37.5M | $72.7M | ||
| Q4 24 | $75.1M | $57.9M | ||
| Q3 24 | $29.4M | $54.2M | ||
| Q2 24 | $38.9M | $61.4M | ||
| Q1 24 | $29.4M | — |
毛利率BOOTRBC
| Q4 25 | 39.9% | 44.3% | ||
| Q3 25 | 36.4% | 44.1% | ||
| Q2 25 | 39.1% | 44.8% | ||
| Q1 25 | 37.1% | 44.2% | ||
| Q4 24 | 39.3% | 44.3% | ||
| Q3 24 | 35.9% | 43.7% | ||
| Q2 24 | 37.0% | 45.3% | ||
| Q1 24 | 35.9% | 43.1% |
营业利润率BOOTRBC
| Q4 25 | 16.3% | 22.3% | ||
| Q3 25 | 11.2% | 21.5% | ||
| Q2 25 | 14.0% | 23.2% | ||
| Q1 25 | 11.0% | 23.0% | ||
| Q4 24 | 16.4% | 21.7% | ||
| Q3 24 | 9.4% | 21.6% | ||
| Q2 24 | 11.9% | 24.0% | ||
| Q1 24 | 9.8% | 22.8% |
净利率BOOTRBC
| Q4 25 | 12.2% | 14.6% | ||
| Q3 25 | 8.4% | 13.2% | ||
| Q2 25 | 10.6% | 15.7% | ||
| Q1 25 | 8.3% | 16.6% | ||
| Q4 24 | 12.3% | 14.7% | ||
| Q3 24 | 6.9% | 13.6% | ||
| Q2 24 | 9.2% | 15.1% | ||
| Q1 24 | 7.6% | — |
每股收益（稀释后）BOOTRBC
| Q4 25 | $2.79 | $2.13 | ||
| Q3 25 | $1.37 | $1.90 | ||
| Q2 25 | $1.74 | $2.17 | ||
| Q1 25 | $1.24 | $2.33 | ||
| Q4 24 | $2.43 | $1.82 | ||
| Q3 24 | $0.95 | $1.65 | ||
| Q2 24 | $1.26 | $1.90 | ||
| Q1 24 | $0.96 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $1.3B | $3.3B |
| 总资产 | $2.4B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BOOTRBC
| Q4 25 | $200.1M | $107.6M | ||
| Q3 25 | $64.7M | $91.2M | ||
| Q2 25 | $95.3M | $132.9M | ||
| Q1 25 | $69.8M | $36.8M | ||
| Q4 24 | $152.9M | — | ||
| Q3 24 | $37.4M | — | ||
| Q2 24 | $83.4M | $76.8M | ||
| Q1 24 | $75.8M | $63.5M |
总债务BOOTRBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益BOOTRBC
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $1.1B | $2.9B | ||
| Q3 24 | $1.0B | $2.9B | ||
| Q2 24 | $981.8M | $2.8B | ||
| Q1 24 | $943.6M | $2.8B |
总资产BOOTRBC
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.3B | $5.1B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.0B | $4.7B | ||
| Q4 24 | $2.0B | $4.7B | ||
| Q3 24 | $1.9B | $4.7B | ||
| Q2 24 | $1.8B | $4.7B | ||
| Q1 24 | $1.7B | $4.7B |
负债/权益比BOOTRBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $99.1M |
| 自由现金流率自由现金流/营收 | 21.0% | 21.5% |
| 资本支出强度资本支出/营收 | 8.7% | 5.0% |
| 现金转化率经营现金流/净利润 | 2.44× | 1.81× |
| 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BOOTRBC
| Q4 25 | $209.7M | $122.1M | ||
| Q3 25 | $25.7M | $88.4M | ||
| Q2 25 | $73.8M | $120.0M | ||
| Q1 25 | $-43.1M | — | ||
| Q4 24 | $157.1M | $84.0M | ||
| Q3 24 | $-7.8M | — | ||
| Q2 24 | $41.3M | $97.4M | ||
| Q1 24 | — | — |
自由现金流BOOTRBC
| Q4 25 | $148.0M | $99.1M | ||
| Q3 25 | $-17.5M | $71.7M | ||
| Q2 25 | $42.4M | $104.3M | ||
| Q1 25 | $-83.1M | — | ||
| Q4 24 | $114.2M | $73.6M | ||
| Q3 24 | $-46.1M | — | ||
| Q2 24 | $14.2M | $88.4M | ||
| Q1 24 | — | — |
自由现金流率BOOTRBC
| Q4 25 | 21.0% | 21.5% | ||
| Q3 25 | -3.5% | 15.7% | ||
| Q2 25 | 8.4% | 23.9% | ||
| Q1 25 | -18.3% | — | ||
| Q4 24 | 18.8% | 18.7% | ||
| Q3 24 | -10.8% | — | ||
| Q2 24 | 3.4% | 21.8% | ||
| Q1 24 | — | — |
资本支出强度BOOTRBC
| Q4 25 | 8.7% | 5.0% | ||
| Q3 25 | 8.6% | 3.7% | ||
| Q2 25 | 6.2% | 3.6% | ||
| Q1 25 | 8.8% | 3.2% | ||
| Q4 24 | 7.1% | 2.6% | ||
| Q3 24 | 9.0% | 4.1% | ||
| Q2 24 | 6.4% | 2.2% | ||
| Q1 24 | — | — |
现金转化率BOOTRBC
| Q4 25 | 2.44× | 1.81× | ||
| Q3 25 | 0.61× | 1.47× | ||
| Q2 25 | 1.38× | 1.75× | ||
| Q1 25 | -1.15× | — | ||
| Q4 24 | 2.09× | 1.45× | ||
| Q3 24 | -0.26× | — | ||
| Q2 24 | 1.06× | 1.59× | ||
| Q1 24 | — | — |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
