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BOX INC（BOX）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是百胜餐饮集团的1.5倍（$301.1M vs $204.1M），百胜餐饮集团净利率更高（8.9% vs 4.0%，领先4.9%），BOX INC同比增速更快（9.1% vs -5.2%），BOX INC自由现金流更多（$71.3M vs $2.6M），过去两年百胜餐饮集团的营收复合增速更高（19.8% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
BOX vs LCUT — 直观对比
营收规模更大
BOX
是对方的1.5倍
$204.1M
营收增速更快
BOX
高出14.3%
-5.2%
净利率更高
LCUT
高出4.9%
4.0%
自由现金流更多
BOX
多$68.7M
$2.6M
两年增速更快
LCUT
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $204.1M |
| 净利润 | $12.1M | $18.2M |
| 毛利率 | 79.6% | 38.6% |
| 营业利润率 | 8.3% | 9.8% |
| 净利率 | 4.0% | 8.9% |
| 营收同比 | 9.1% | -5.2% |
| 净利润同比 | -6.4% | 103.5% |
| 每股收益（稀释后） | $0.05 | $0.83 |
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BOXLCUT
| Q4 25 | $301.1M | $204.1M | ||
| Q3 25 | $294.0M | $171.9M | ||
| Q2 25 | $276.3M | $131.9M | ||
| Q1 25 | $279.5M | $140.1M | ||
| Q4 24 | $275.9M | $215.2M | ||
| Q3 24 | $270.0M | $183.8M | ||
| Q2 24 | $264.7M | $141.7M | ||
| Q1 24 | $262.9M | $142.2M |
净利润BOXLCUT
| Q4 25 | $12.1M | $18.2M | ||
| Q3 25 | $13.4M | $-1.2M | ||
| Q2 25 | $8.2M | $-39.7M | ||
| Q1 25 | $194.0M | $-4.2M | ||
| Q4 24 | $12.9M | $8.9M | ||
| Q3 24 | $20.5M | $344.0K | ||
| Q2 24 | $17.2M | $-18.2M | ||
| Q1 24 | $99.2M | $-6.3M |
毛利率BOXLCUT
| Q4 25 | 79.6% | 38.6% | ||
| Q3 25 | 79.1% | 35.1% | ||
| Q2 25 | 78.0% | 38.6% | ||
| Q1 25 | 79.0% | 36.1% | ||
| Q4 24 | 79.9% | 37.7% | ||
| Q3 24 | 79.4% | 36.7% | ||
| Q2 24 | 78.0% | 38.5% | ||
| Q1 24 | 76.1% | 40.5% |
营业利润率BOXLCUT
| Q4 25 | 8.3% | 9.8% | ||
| Q3 25 | 7.0% | 3.9% | ||
| Q2 25 | 2.3% | -28.2% | ||
| Q1 25 | 6.4% | 0.8% | ||
| Q4 24 | 8.5% | 7.2% | ||
| Q3 24 | 7.5% | 4.7% | ||
| Q2 24 | 6.8% | 0.8% | ||
| Q1 24 | 8.1% | 1.3% |
净利率BOXLCUT
| Q4 25 | 4.0% | 8.9% | ||
| Q3 25 | 4.6% | -0.7% | ||
| Q2 25 | 3.0% | -30.1% | ||
| Q1 25 | 69.4% | -3.0% | ||
| Q4 24 | 4.7% | 4.1% | ||
| Q3 24 | 7.6% | 0.2% | ||
| Q2 24 | 6.5% | -12.8% | ||
| Q1 24 | 37.7% | -4.4% |
每股收益（稀释后）BOXLCUT
| Q4 25 | $0.05 | $0.83 | ||
| Q3 25 | $0.05 | $-0.05 | ||
| Q2 25 | $0.02 | $-1.83 | ||
| Q1 25 | $1.13 | $-0.19 | ||
| Q4 24 | $0.05 | $0.41 | ||
| Q3 24 | $0.10 | $0.02 | ||
| Q2 24 | $0.08 | $-0.85 | ||
| Q1 24 | $0.57 | $-0.29 |
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 | $729.6M | $4.3M |
| 总债务越低越好 | — | $135.0M |
| 股东权益账面价值 | $-286.6M | $202.3M |
| 总资产 | $1.6B | $572.6M |
| 负债/权益比越低杠杆越低 | — | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资BOXLCUT
| Q4 25 | $729.6M | $4.3M | ||
| Q3 25 | $757.9M | $12.1M | ||
| Q2 25 | $790.4M | $12.0M | ||
| Q1 25 | $722.8M | $10.4M | ||
| Q4 24 | $697.9M | $2.9M | ||
| Q3 24 | $482.2M | $6.0M | ||
| Q2 24 | $566.1M | $3.4M | ||
| Q1 24 | $480.7M | $4.6M |
总债务BOXLCUT
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BOXLCUT
| Q4 25 | $-286.6M | $202.3M | ||
| Q3 25 | $-269.4M | $184.6M | ||
| Q2 25 | $-280.1M | $185.8M | ||
| Q1 25 | $-297.0M | $225.7M | ||
| Q4 24 | $-479.9M | $229.9M | ||
| Q3 24 | $-439.4M | $220.9M | ||
| Q2 24 | $-397.9M | $219.8M | ||
| Q1 24 | $-431.1M | $223.7M |
总资产BOXLCUT
| Q4 25 | $1.6B | $572.6M | ||
| Q3 25 | $1.6B | $581.1M | ||
| Q2 25 | $1.6B | $551.9M | ||
| Q1 25 | $1.7B | $594.6M | ||
| Q4 24 | $1.4B | $634.3M | ||
| Q3 24 | $1.1B | $668.7M | ||
| Q2 24 | $1.2B | $617.0M | ||
| Q1 24 | $1.2B | $602.7M |
负债/权益比BOXLCUT
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | — | ||
| 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 | $73.0M | $3.7M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $2.6M |
| 自由现金流率自由现金流/营收 | 23.7% | 1.3% |
| 资本支出强度资本支出/营收 | 0.6% | 0.6% |
| 现金转化率经营现金流/净利润 | 6.05× | 0.21× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $3.3M |
8季度趋势，按日历期对齐
经营现金流BOXLCUT
| Q4 25 | $73.0M | $3.7M | ||
| Q3 25 | $46.0M | $-22.2M | ||
| Q2 25 | $127.1M | $9.3M | ||
| Q1 25 | $102.2M | $16.7M | ||
| Q4 24 | $62.6M | $20.3M | ||
| Q3 24 | $36.3M | $-22.7M | ||
| Q2 24 | $131.2M | $10.4M | ||
| Q1 24 | $89.3M | $10.5M |
自由现金流BOXLCUT
| Q4 25 | $71.3M | $2.6M | ||
| Q3 25 | $43.9M | $-22.7M | ||
| Q2 25 | $126.7M | $8.2M | ||
| Q1 25 | $101.5M | $15.1M | ||
| Q4 24 | $62.3M | $19.7M | ||
| Q3 24 | $35.9M | $-23.2M | ||
| Q2 24 | $129.9M | $9.9M | ||
| Q1 24 | $89.1M | $9.9M |
自由现金流率BOXLCUT
| Q4 25 | 23.7% | 1.3% | ||
| Q3 25 | 14.9% | -13.2% | ||
| Q2 25 | 45.9% | 6.2% | ||
| Q1 25 | 36.3% | 10.8% | ||
| Q4 24 | 22.6% | 9.1% | ||
| Q3 24 | 13.3% | -12.6% | ||
| Q2 24 | 49.1% | 7.0% | ||
| Q1 24 | 33.9% | 7.0% |
资本支出强度BOXLCUT
| Q4 25 | 0.6% | 0.6% | ||
| Q3 25 | 0.7% | 0.3% | ||
| Q2 25 | 0.1% | 0.9% | ||
| Q1 25 | 0.2% | 1.1% | ||
| Q4 24 | 0.1% | 0.3% | ||
| Q3 24 | 0.1% | 0.3% | ||
| Q2 24 | 0.5% | 0.4% | ||
| Q1 24 | 0.1% | 0.4% |
现金转化率BOXLCUT
| Q4 25 | 6.05× | 0.21× | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | 2.28× | ||
| Q3 24 | 1.77× | -65.89× | ||
| Q2 24 | 7.62× | — | ||
| Q1 24 | 0.90× | — |
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
BOX
暂无分部数据
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
