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Boot Barn Holdings, Inc.（BOOT）与SELECT MEDICAL HOLDINGS CORP（SEM）财务数据对比。点击上方公司名可切换其他公司
SELECT MEDICAL HOLDINGS CORP的季度营收约是Boot Barn Holdings, Inc.的2.0倍（$1.4B vs $705.6M），Boot Barn Holdings, Inc.净利率更高（12.2% vs 1.4%，领先10.7%），Boot Barn Holdings, Inc.同比增速更快（16.0% vs 6.4%），Boot Barn Holdings, Inc.自由现金流更多（$148.0M vs $5.2M），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 2.8%）
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。
Select Medical是总部位于美国宾夕法尼亚州的医疗健康企业，业务涵盖长期急症护理、住院康复医院运营，同时开设有职业健康与物理治疗诊所，母公司Select Medical Holdings在纽约证券交易所挂牌上市。
BOOT vs SEM — 直观对比
营收规模更大
SEM
是对方的2.0倍
$705.6M
营收增速更快
BOOT
高出9.6%
6.4%
净利率更高
BOOT
高出10.7%
1.4%
自由现金流更多
BOOT
多$142.7M
$5.2M
两年增速更快
BOOT
近两年复合增速
2.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $1.4B |
| 净利润 | $85.8M | $20.2M |
| 毛利率 | 39.9% | — |
| 营业利润率 | 16.3% | 4.6% |
| 净利率 | 12.2% | 1.4% |
| 营收同比 | 16.0% | 6.4% |
| 净利润同比 | 14.3% | 225.7% |
| 每股收益（稀释后） | $2.79 | $0.17 |
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BOOTSEM
| Q4 25 | $705.6M | $1.4B | ||
| Q3 25 | $505.4M | $1.4B | ||
| Q2 25 | $504.1M | $1.3B | ||
| Q1 25 | $453.7M | $1.4B | ||
| Q4 24 | $608.2M | $1.3B | ||
| Q3 24 | $425.8M | $1.3B | ||
| Q2 24 | $423.4M | $1.3B | ||
| Q1 24 | $388.5M | $1.3B |
净利润BOOTSEM
| Q4 25 | $85.8M | $20.2M | ||
| Q3 25 | $42.2M | $28.8M | ||
| Q2 25 | $53.4M | $40.6M | ||
| Q1 25 | $37.5M | $56.7M | ||
| Q4 24 | $75.1M | $-16.1M | ||
| Q3 24 | $29.4M | $55.6M | ||
| Q2 24 | $38.9M | $77.6M | ||
| Q1 24 | $29.4M | $96.9M |
毛利率BOOTSEM
| 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BOOTSEM
| Q4 25 | 16.3% | 4.6% | ||
| Q3 25 | 11.2% | 5.4% | ||
| Q2 25 | 14.0% | 6.5% | ||
| Q1 25 | 11.0% | 8.3% | ||
| Q4 24 | 16.4% | 1.6% | ||
| Q3 24 | 9.4% | 4.3% | ||
| Q2 24 | 11.9% | 5.8% | ||
| Q1 24 | 9.8% | 9.0% |
净利率BOOTSEM
| Q4 25 | 12.2% | 1.4% | ||
| Q3 25 | 8.4% | 2.1% | ||
| Q2 25 | 10.6% | 3.0% | ||
| Q1 25 | 8.3% | 4.2% | ||
| Q4 24 | 12.3% | -1.2% | ||
| Q3 24 | 6.9% | 4.4% | ||
| Q2 24 | 9.2% | 6.1% | ||
| Q1 24 | 7.6% | 7.3% |
每股收益（稀释后）BOOTSEM
| Q4 25 | $2.79 | $0.17 | ||
| Q3 25 | $1.37 | $0.23 | ||
| Q2 25 | $1.74 | $0.32 | ||
| Q1 25 | $1.24 | $0.44 | ||
| Q4 24 | $2.43 | $-0.12 | ||
| Q3 24 | $0.95 | $0.43 | ||
| Q2 24 | $1.26 | $0.60 | ||
| Q1 24 | $0.96 | $0.75 |
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 | $26.5M |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $1.3B | $1.7B |
| 总资产 | $2.4B | $5.9B |
| 负债/权益比越低杠杆越低 | — | 1.06× |
8季度趋势，按日历期对齐
现金及短期投资BOOTSEM
| Q4 25 | $200.1M | $26.5M | ||
| Q3 25 | $64.7M | $60.1M | ||
| Q2 25 | $95.3M | $52.3M | ||
| Q1 25 | $69.8M | $53.2M | ||
| Q4 24 | $152.9M | $59.7M | ||
| Q3 24 | $37.4M | $191.5M | ||
| Q2 24 | $83.4M | $111.2M | ||
| Q1 24 | $75.8M | $92.6M |
总债务BOOTSEM
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.8B |
股东权益BOOTSEM
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $981.8M | $1.4B | ||
| Q1 24 | $943.6M | $1.4B |
总资产BOOTSEM
| Q4 25 | $2.4B | $5.9B | ||
| Q3 25 | $2.3B | $5.7B | ||
| Q2 25 | $2.1B | $5.7B | ||
| Q1 25 | $2.0B | $5.7B | ||
| Q4 24 | $2.0B | $5.6B | ||
| Q3 24 | $1.9B | $8.0B | ||
| Q2 24 | $1.8B | $7.9B | ||
| Q1 24 | $1.7B | $7.9B |
负债/权益比BOOTSEM
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 2.54× | ||
| Q1 24 | — | 2.75× |
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 | $64.3M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $5.2M |
| 自由现金流率自由现金流/营收 | 21.0% | 0.4% |
| 资本支出强度资本支出/营收 | 8.7% | 4.2% |
| 现金转化率经营现金流/净利润 | 2.44× | 3.19× |
| 过去12个月自由现金流最近4个季度 | $89.8M | $117.2M |
8季度趋势，按日历期对齐
经营现金流BOOTSEM
| Q4 25 | $209.7M | $64.3M | ||
| Q3 25 | $25.7M | $175.3M | ||
| Q2 25 | $73.8M | $110.3M | ||
| Q1 25 | $-43.1M | $-3.5M | ||
| Q4 24 | $157.1M | $125.4M | ||
| Q3 24 | $-7.8M | $181.0M | ||
| Q2 24 | $41.3M | $278.2M | ||
| Q1 24 | — | $-66.7M |
自由现金流BOOTSEM
| Q4 25 | $148.0M | $5.2M | ||
| Q3 25 | $-17.5M | $122.2M | ||
| Q2 25 | $42.4M | $45.6M | ||
| Q1 25 | $-83.1M | $-55.8M | ||
| Q4 24 | $114.2M | $62.0M | ||
| Q3 24 | $-46.1M | $130.3M | ||
| Q2 24 | $14.2M | $222.6M | ||
| Q1 24 | — | $-119.2M |
自由现金流率BOOTSEM
| Q4 25 | 21.0% | 0.4% | ||
| Q3 25 | -3.5% | 9.0% | ||
| Q2 25 | 8.4% | 3.4% | ||
| Q1 25 | -18.3% | -4.1% | ||
| Q4 24 | 18.8% | 4.7% | ||
| Q3 24 | -10.8% | 10.2% | ||
| Q2 24 | 3.4% | 17.4% | ||
| Q1 24 | — | -9.0% |
资本支出强度BOOTSEM
| Q4 25 | 8.7% | 4.2% | ||
| Q3 25 | 8.6% | 3.9% | ||
| Q2 25 | 6.2% | 4.8% | ||
| Q1 25 | 8.8% | 3.9% | ||
| Q4 24 | 7.1% | 4.8% | ||
| Q3 24 | 9.0% | 4.0% | ||
| Q2 24 | 6.4% | 4.3% | ||
| Q1 24 | — | 4.0% |
现金转化率BOOTSEM
| Q4 25 | 2.44× | 3.19× | ||
| Q3 25 | 0.61× | 6.09× | ||
| Q2 25 | 1.38× | 2.72× | ||
| Q1 25 | -1.15× | -0.06× | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | -0.26× | 3.25× | ||
| Q2 24 | 1.06× | 3.59× | ||
| Q1 24 | — | -0.69× |
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
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
