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Burlington Stores, Inc.（BURL）与雅诗兰黛（EL）财务数据对比。点击上方公司名可切换其他公司
雅诗兰黛的季度营收约是Burlington Stores, Inc.的1.6倍（$4.2B vs $2.7B），Burlington Stores, Inc.净利率更高（3.9% vs 3.8%，领先0.0%），Burlington Stores, Inc.同比增速更快（7.1% vs 5.6%），雅诗兰黛自由现金流更多（$1.0B vs $-109.6M），过去两年雅诗兰黛的营收复合增速更高（3.6% vs -6.9%）
伯灵顿百货（前身为伯灵顿大衣厂）是美国知名全国性折扣零售商，在全美46个州及波多黎各拥有超过1138家门店，总部位于新泽西州伯灵顿镇。2007年公司被贝恩资本收购，2008年汤姆·金斯伯里出任总裁兼首席执行官，2013年重新上市，现为美国第三大折扣零售企业。
雅诗兰黛是全球知名的高端美妆集团，由创始人雅诗·兰黛女士与丈夫约瑟夫·劳特共同创立。雅诗·兰黛女士也是唯一一位登上《时代》杂志1998年“20世纪20位最具影响力商业天才”榜单的女性，集团旗下拥有多个知名美妆、护肤、香氛品牌，业务覆盖全球众多国家和地区。
BURL vs EL — 直观对比
营收规模更大
EL
是对方的1.6倍
$2.7B
营收增速更快
BURL
高出1.5%
5.6%
净利率更高
BURL
高出0.0%
3.8%
自由现金流更多
EL
多$1.1B
$-109.6M
两年增速更快
EL
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $4.2B |
| 净利润 | $104.8M | $162.0M |
| 毛利率 | 44.2% | 76.5% |
| 营业利润率 | 5.1% | 9.5% |
| 净利率 | 3.9% | 3.8% |
| 营收同比 | 7.1% | 5.6% |
| 净利润同比 | 15.6% | 127.5% |
| 每股收益（稀释后） | $1.63 | $0.44 |
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BURLEL
| Q4 25 | $2.7B | $4.2B | ||
| Q3 25 | $2.7B | $3.5B | ||
| Q2 25 | $2.5B | $3.4B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $2.5B | $4.0B | ||
| Q3 24 | $2.5B | $3.4B | ||
| Q2 24 | $2.4B | $3.9B | ||
| Q1 24 | $3.1B | $3.9B |
净利润BURLEL
| Q4 25 | $104.8M | $162.0M | ||
| Q3 25 | $94.2M | $47.0M | ||
| Q2 25 | $100.8M | $-546.0M | ||
| Q1 25 | $260.8M | $159.0M | ||
| Q4 24 | $90.6M | $-590.0M | ||
| Q3 24 | $73.8M | $-156.0M | ||
| Q2 24 | $78.5M | $-286.0M | ||
| Q1 24 | $227.5M | $335.0M |
毛利率BURLEL
| Q4 25 | 44.2% | 76.5% | ||
| Q3 25 | 43.7% | 73.4% | ||
| Q2 25 | 43.8% | 72.0% | ||
| Q1 25 | 42.9% | 75.0% | ||
| Q4 24 | 43.9% | 76.1% | ||
| Q3 24 | 42.8% | 72.4% | ||
| Q2 24 | 43.5% | 71.8% | ||
| Q1 24 | 42.7% | 71.9% |
营业利润率BURLEL
| Q4 25 | 5.1% | 9.5% | ||
| Q3 25 | 4.7% | 4.9% | ||
| Q2 25 | 5.3% | -11.4% | ||
| Q1 25 | 10.6% | 8.6% | ||
| Q4 24 | 4.7% | -14.5% | ||
| Q3 24 | 4.0% | -3.6% | ||
| Q2 24 | 4.7% | -6.0% | ||
| Q1 24 | 10.0% | 13.5% |
净利率BURLEL
| Q4 25 | 3.9% | 3.8% | ||
| Q3 25 | 3.5% | 1.4% | ||
| Q2 25 | 4.0% | -16.0% | ||
| Q1 25 | 8.0% | 4.5% | ||
| Q4 24 | 3.6% | -14.7% | ||
| Q3 24 | 3.0% | -4.6% | ||
| Q2 24 | 3.3% | -7.4% | ||
| Q1 24 | 7.3% | 8.5% |
每股收益（稀释后）BURLEL
| Q4 25 | $1.63 | $0.44 | ||
| Q3 25 | $1.47 | $0.13 | ||
| Q2 25 | $1.58 | $-1.52 | ||
| Q1 25 | $4.03 | $0.44 | ||
| Q4 24 | $1.40 | $-1.64 | ||
| Q3 24 | $1.15 | $-0.43 | ||
| Q2 24 | $1.22 | $-0.79 | ||
| Q1 24 | $3.51 | $0.91 |
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 | $584.1M | — |
| 总债务越低越好 | $2.0B | $7.3B |
| 股东权益账面价值 | $1.5B | $4.0B |
| 总资产 | $9.6B | $19.6B |
| 负债/权益比越低杠杆越低 | 1.32× | 1.82× |
8季度趋势，按日历期对齐
现金及短期投资BURLEL
| Q4 25 | $584.1M | — | ||
| Q3 25 | $747.6M | — | ||
| Q2 25 | $371.1M | — | ||
| Q1 25 | $994.7M | — | ||
| Q4 24 | $857.8M | — | ||
| Q3 24 | $659.9M | — | ||
| Q2 24 | $742.3M | — | ||
| Q1 24 | $925.4M | — |
总债务BURLEL
| Q4 25 | $2.0B | $7.3B | ||
| Q3 25 | $2.0B | $7.3B | ||
| Q2 25 | $1.6B | $7.3B | ||
| Q1 25 | $1.5B | $7.3B | ||
| Q4 24 | $1.5B | $7.3B | ||
| Q3 24 | $1.2B | $7.3B | ||
| Q2 24 | $1.2B | $7.3B | ||
| Q1 24 | $1.4B | $7.3B |
股东权益BURLEL
| Q4 25 | $1.5B | $4.0B | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.4B | $3.9B | ||
| Q1 25 | $1.4B | $4.3B | ||
| Q4 24 | $1.1B | $4.2B | ||
| Q3 24 | $1.1B | $5.1B | ||
| Q2 24 | $1.0B | $5.3B | ||
| Q1 24 | $996.9M | $5.7B |
总资产BURLEL
| Q4 25 | $9.6B | $19.6B | ||
| Q3 25 | $9.3B | $19.3B | ||
| Q2 25 | $8.5B | $19.9B | ||
| Q1 25 | $8.8B | $19.9B | ||
| Q4 24 | $8.4B | $19.8B | ||
| Q3 24 | $7.8B | $21.3B | ||
| Q2 24 | $7.7B | $21.7B | ||
| Q1 24 | $7.7B | $22.7B |
负债/权益比BURLEL
| Q4 25 | 1.32× | 1.82× | ||
| Q3 25 | 1.40× | 1.88× | ||
| Q2 25 | 1.21× | 1.89× | ||
| Q1 25 | 1.12× | 1.68× | ||
| Q4 24 | 1.35× | 1.75× | ||
| Q3 24 | 1.15× | 1.44× | ||
| Q2 24 | 1.20× | 1.37× | ||
| Q1 24 | 1.40× | 1.26× |
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 | $143.3M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $1.0B |
| 自由现金流率自由现金流/营收 | -4.1% | 24.0% |
| 资本支出强度资本支出/营收 | 9.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.37× | 6.94× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $1.1B |
8季度趋势，按日历期对齐
经营现金流BURLEL
| Q4 25 | $143.3M | $1.1B | ||
| Q3 25 | $179.4M | $-340.0M | ||
| Q2 25 | $-28.9M | $601.0M | ||
| Q1 25 | $543.2M | $284.0M | ||
| Q4 24 | $110.4M | $1.1B | ||
| Q3 24 | $160.4M | $-670.0M | ||
| Q2 24 | $49.4M | $889.0M | ||
| Q1 24 | $598.5M | $534.0M |
自由现金流BURLEL
| Q4 25 | $-109.6M | $1.0B | ||
| Q3 25 | $-101.0K | $-436.0M | ||
| Q2 25 | $-438.6M | $394.0M | ||
| Q1 25 | $189.8M | $162.0M | ||
| Q4 24 | $-56.2M | $925.0M | ||
| Q3 24 | $-35.2M | $-811.0M | ||
| Q2 24 | $-115.5M | $672.0M | ||
| Q1 24 | $410.3M | $359.0M |
自由现金流率BURLEL
| Q4 25 | -4.1% | 24.0% | ||
| Q3 25 | -0.0% | -12.5% | ||
| Q2 25 | -17.5% | 11.6% | ||
| Q1 25 | 5.8% | 4.6% | ||
| Q4 24 | -2.2% | 23.1% | ||
| Q3 24 | -1.4% | -24.1% | ||
| Q2 24 | -4.9% | 17.4% | ||
| Q1 24 | 13.1% | 9.1% |
资本支出强度BURLEL
| Q4 25 | 9.3% | 2.6% | ||
| Q3 25 | 6.6% | 2.8% | ||
| Q2 25 | 16.4% | 6.1% | ||
| Q1 25 | 10.8% | 3.4% | ||
| Q4 24 | 6.6% | 3.3% | ||
| Q3 24 | 7.9% | 4.2% | ||
| Q2 24 | 7.0% | 5.6% | ||
| Q1 24 | 6.0% | 4.4% |
现金转化率BURLEL
| Q4 25 | 1.37× | 6.94× | ||
| Q3 25 | 1.91× | -7.23× | ||
| Q2 25 | -0.29× | — | ||
| Q1 25 | 2.08× | 1.79× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 2.63× | 1.59× |
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
BURL
暂无分部数据
EL
| Skin Care | $2.1B | 49% |
| Makeup | $1.2B | 28% |
| Fragrance | $812.0M | 19% |
| Hair Care | $168.0M | 4% |
| Other | $31.0M | 1% |
