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Boot Barn Holdings, Inc.(BOOT)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
Boot Barn Holdings, Inc.的季度营收约是世纪互联的1.9倍($705.6M vs $362.7M),Boot Barn Holdings, Inc.净利率更高(12.2% vs -10.7%,领先22.8%),Boot Barn Holdings, Inc.自由现金流更多($148.0M vs $-193.1M),过去两年Boot Barn Holdings, Inc.的营收复合增速更高(34.8% vs 17.4%)
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。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
BOOT vs VNET — 直观对比
营收规模更大
BOOT
是对方的1.9倍
$362.7M
净利率更高
BOOT
高出22.8%
-10.7%
自由现金流更多
BOOT
多$341.1M
$-193.1M
两年增速更快
BOOT
近两年复合增速
17.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $705.6M | $362.7M |
| 净利润 | $85.8M | $-38.7M |
| 毛利率 | 39.9% | 20.9% |
| 营业利润率 | 16.3% | 0.5% |
| 净利率 | 12.2% | -10.7% |
| 营收同比 | 16.0% | — |
| 净利润同比 | 14.3% | — |
| 每股收益(稀释后) | $2.79 | — |
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
VNET
| Q4 25 | $705.6M | — | ||
| Q3 25 | $505.4M | $362.7M | ||
| Q2 25 | $504.1M | — | ||
| Q1 25 | $453.7M | $309.5M | ||
| Q4 24 | $608.2M | — | ||
| Q3 24 | $425.8M | $302.2M | ||
| Q2 24 | $423.4M | $274.4M | ||
| Q1 24 | $388.5M | $262.9M |
净利润
BOOT
VNET
| Q4 25 | $85.8M | — | ||
| Q3 25 | $42.2M | $-38.7M | ||
| Q2 25 | $53.4M | — | ||
| Q1 25 | $37.5M | $-2.4M | ||
| Q4 24 | $75.1M | — | ||
| Q3 24 | $29.4M | $-2.1M | ||
| Q2 24 | $38.9M | $-1.1M | ||
| Q1 24 | $29.4M | $-22.0M |
毛利率
BOOT
VNET
| Q4 25 | 39.9% | — | ||
| Q3 25 | 36.4% | 20.9% | ||
| Q2 25 | 39.1% | — | ||
| Q1 25 | 37.1% | 25.2% | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 35.9% | 23.2% | ||
| Q2 24 | 37.0% | 21.3% | ||
| Q1 24 | 35.9% | 21.6% |
营业利润率
BOOT
VNET
| Q4 25 | 16.3% | — | ||
| Q3 25 | 11.2% | 0.5% | ||
| Q2 25 | 14.0% | — | ||
| Q1 25 | 11.0% | 0.1% | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 9.4% | 24.5% | ||
| Q2 24 | 11.9% | 0.2% | ||
| Q1 24 | 9.8% | 0.2% |
净利率
BOOT
VNET
| Q4 25 | 12.2% | — | ||
| Q3 25 | 8.4% | -10.7% | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 8.3% | -0.8% | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 6.9% | -0.7% | ||
| Q2 24 | 9.2% | -0.4% | ||
| Q1 24 | 7.6% | -8.4% |
每股收益(稀释后)
BOOT
VNET
| Q4 25 | $2.79 | — | ||
| Q3 25 | $1.37 | — | ||
| Q2 25 | $1.74 | — | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $2.43 | — | ||
| Q3 24 | $0.95 | — | ||
| Q2 24 | $1.26 | — | ||
| Q1 24 | $0.96 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $890.8M |
| 总资产 | $2.4B | $6.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
BOOT
VNET
| Q4 25 | $200.1M | — | ||
| Q3 25 | $64.7M | $492.1M | ||
| Q2 25 | $95.3M | — | ||
| Q1 25 | $69.8M | $544.3M | ||
| Q4 24 | $152.9M | — | ||
| Q3 24 | $37.4M | $219.5M | ||
| Q2 24 | $83.4M | $247.2M | ||
| Q1 24 | $75.8M | $246.9M |
总债务
BOOT
VNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BOOT
VNET
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | $890.8M | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.1B | $927.8M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | $902.9M | ||
| Q2 24 | $981.8M | $900.6M | ||
| Q1 24 | $943.6M | $895.1M |
总资产
BOOT
VNET
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.3B | $6.1B | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | $5.4B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | $4.3B | ||
| Q2 24 | $1.8B | $4.0B | ||
| Q1 24 | $1.7B | $3.9B |
负债/权益比
BOOT
VNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $-193.1M |
| 自由现金流率自由现金流/营收 | 21.0% | -53.2% |
| 资本支出强度资本支出/营收 | 8.7% | 84.6% |
| 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 | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
BOOT
VNET
| Q4 25 | $209.7M | — | ||
| Q3 25 | $25.7M | $113.8M | ||
| Q2 25 | $73.8M | — | ||
| Q1 25 | $-43.1M | $27.0M | ||
| Q4 24 | $157.1M | — | ||
| Q3 24 | $-7.8M | $108.3M | ||
| Q2 24 | $41.3M | $55.8M | ||
| Q1 24 | — | $37.1M |
自由现金流
BOOT
VNET
| Q4 25 | $148.0M | — | ||
| Q3 25 | $-17.5M | $-193.1M | ||
| Q2 25 | $42.4M | — | ||
| Q1 25 | $-83.1M | $-220.0M | ||
| Q4 24 | $114.2M | — | ||
| Q3 24 | $-46.1M | $-95.0M | ||
| Q2 24 | $14.2M | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率
BOOT
VNET
| Q4 25 | 21.0% | — | ||
| Q3 25 | -3.5% | -53.2% | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | -18.3% | -71.1% | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | -10.8% | -31.4% | ||
| Q2 24 | 3.4% | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度
BOOT
VNET
| Q4 25 | 8.7% | — | ||
| Q3 25 | 8.6% | 84.6% | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 8.8% | 79.8% | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 9.0% | 67.3% | ||
| Q2 24 | 6.4% | 50.1% | ||
| Q1 24 | — | 53.0% |
现金转化率
BOOT
VNET
| Q4 25 | 2.44× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | -1.15× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | -0.26× | — | ||
| Q2 24 | 1.06× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图