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Burlington Stores, Inc.（BURL）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
Burlington Stores, Inc.的季度营收约是第一太阳能的2.6倍（$2.7B vs $1.0B），第一太阳能净利率更高（33.2% vs 3.9%，领先29.3%），第一太阳能同比增速更快（23.6% vs 7.1%），过去两年第一太阳能的营收复合增速更高（1.7% 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。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
BURL vs FSLR — 直观对比
营收规模更大
BURL
是对方的2.6倍
$1.0B
营收增速更快
FSLR
高出16.5%
7.1%
净利率更高
FSLR
高出29.3%
3.9%
两年增速更快
FSLR
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.0B |
| 净利润 | $104.8M | $346.6M |
| 毛利率 | 44.2% | 46.6% |
| 营业利润率 | 5.1% | 33.1% |
| 净利率 | 3.9% | 33.2% |
| 营收同比 | 7.1% | 23.6% |
| 净利润同比 | 15.6% | 65.4% |
| 每股收益（稀释后） | $1.63 | $3.22 |
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BURLFSLR
| Q1 26 | — | $1.0B | ||
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.5B | $1.1B | ||
| Q1 25 | $3.3B | $844.6M | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.5B | $887.7M | ||
| Q2 24 | $2.4B | $1.0B |
净利润BURLFSLR
| Q1 26 | — | $346.6M | ||
| Q4 25 | $104.8M | $520.9M | ||
| Q3 25 | $94.2M | $455.9M | ||
| Q2 25 | $100.8M | $341.9M | ||
| Q1 25 | $260.8M | $209.5M | ||
| Q4 24 | $90.6M | $393.1M | ||
| Q3 24 | $73.8M | $313.0M | ||
| Q2 24 | $78.5M | $349.4M |
毛利率BURLFSLR
| Q1 26 | — | 46.6% | ||
| Q4 25 | 44.2% | 39.5% | ||
| Q3 25 | 43.7% | 38.3% | ||
| Q2 25 | 43.8% | 45.6% | ||
| Q1 25 | 42.9% | 40.8% | ||
| Q4 24 | 43.9% | 37.5% | ||
| Q3 24 | 42.8% | 50.2% | ||
| Q2 24 | 43.5% | 49.4% |
营业利润率BURLFSLR
| Q1 26 | — | 33.1% | ||
| Q4 25 | 5.1% | 32.6% | ||
| Q3 25 | 4.7% | 29.2% | ||
| Q2 25 | 5.3% | 33.0% | ||
| Q1 25 | 10.6% | 26.2% | ||
| Q4 24 | 4.7% | 30.2% | ||
| Q3 24 | 4.0% | 36.3% | ||
| Q2 24 | 4.7% | 36.9% |
净利率BURLFSLR
| Q1 26 | — | 33.2% | ||
| Q4 25 | 3.9% | 31.0% | ||
| Q3 25 | 3.5% | 28.6% | ||
| Q2 25 | 4.0% | 31.2% | ||
| Q1 25 | 8.0% | 24.8% | ||
| Q4 24 | 3.6% | 26.0% | ||
| Q3 24 | 3.0% | 35.3% | ||
| Q2 24 | 3.3% | 34.6% |
每股收益（稀释后）BURLFSLR
| Q1 26 | — | $3.22 | ||
| Q4 25 | $1.63 | $4.84 | ||
| Q3 25 | $1.47 | $4.24 | ||
| Q2 25 | $1.58 | $3.18 | ||
| Q1 25 | $4.03 | $1.95 | ||
| Q4 24 | $1.40 | $3.66 | ||
| Q3 24 | $1.15 | $2.91 | ||
| Q2 24 | $1.22 | $3.25 |
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 | $2.4B |
| 总债务越低越好 | $2.0B | $425.8M |
| 股东权益账面价值 | $1.5B | $9.9B |
| 总资产 | $9.6B | $13.4B |
| 负债/权益比越低杠杆越低 | 1.32× | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资BURLFSLR
| Q1 26 | — | $2.4B | ||
| Q4 25 | $584.1M | $2.8B | ||
| Q3 25 | $747.6M | $2.0B | ||
| Q2 25 | $371.1M | $1.1B | ||
| Q1 25 | $994.7M | $837.6M | ||
| Q4 24 | $857.8M | $1.6B | ||
| Q3 24 | $659.9M | $1.0B | ||
| Q2 24 | $742.3M | $1.7B |
总债务BURLFSLR
| Q1 26 | — | $425.8M | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
股东权益BURLFSLR
| Q1 26 | — | $9.9B | ||
| Q4 25 | $1.5B | $9.5B | ||
| Q3 25 | $1.4B | $9.0B | ||
| Q2 25 | $1.4B | $8.5B | ||
| Q1 25 | $1.4B | $8.2B | ||
| Q4 24 | $1.1B | $8.0B | ||
| Q3 24 | $1.1B | $7.6B | ||
| Q2 24 | $1.0B | $7.3B |
总资产BURLFSLR
| Q1 26 | — | $13.4B | ||
| Q4 25 | $9.6B | $13.3B | ||
| Q3 25 | $9.3B | $13.5B | ||
| Q2 25 | $8.5B | $12.9B | ||
| Q1 25 | $8.8B | $12.1B | ||
| Q4 24 | $8.4B | $12.1B | ||
| Q3 24 | $7.8B | $11.4B | ||
| Q2 24 | $7.7B | $11.0B |
负债/权益比BURLFSLR
| Q1 26 | — | 0.04× | ||
| Q4 25 | 1.32× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | 1.21× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 1.35× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.20× | — |
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 | $-214.9M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | — |
| 自由现金流率自由现金流/营收 | -4.1% | — |
| 资本支出强度资本支出/营收 | 9.3% | — |
| 现金转化率经营现金流/净利润 | 1.37× | -0.62× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | — |
8季度趋势，按日历期对齐
经营现金流BURLFSLR
| Q1 26 | — | $-214.9M | ||
| Q4 25 | $143.3M | $1.2B | ||
| Q3 25 | $179.4M | $1.3B | ||
| Q2 25 | $-28.9M | $149.6M | ||
| Q1 25 | $543.2M | $-608.0M | ||
| Q4 24 | $110.4M | $811.0M | ||
| Q3 24 | $160.4M | $-53.7M | ||
| Q2 24 | $49.4M | $193.0M |
自由现金流BURLFSLR
| Q1 26 | — | — | ||
| Q4 25 | $-109.6M | $1.1B | ||
| Q3 25 | $-101.0K | $1.1B | ||
| Q2 25 | $-438.6M | $-138.6M | ||
| Q1 25 | $189.8M | $-813.9M | ||
| Q4 24 | $-56.2M | $497.5M | ||
| Q3 24 | $-35.2M | $-487.7M | ||
| Q2 24 | $-115.5M | $-172.1M |
自由现金流率BURLFSLR
| Q1 26 | — | — | ||
| Q4 25 | -4.1% | 63.6% | ||
| Q3 25 | -0.0% | 67.1% | ||
| Q2 25 | -17.5% | -12.6% | ||
| Q1 25 | 5.8% | -96.4% | ||
| Q4 24 | -2.2% | 32.9% | ||
| Q3 24 | -1.4% | -54.9% | ||
| Q2 24 | -4.9% | -17.0% |
资本支出强度BURLFSLR
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 10.2% | ||
| Q3 25 | 6.6% | 12.8% | ||
| Q2 25 | 16.4% | 26.3% | ||
| Q1 25 | 10.8% | 24.4% | ||
| Q4 24 | 6.6% | 20.7% | ||
| Q3 24 | 7.9% | 48.9% | ||
| Q2 24 | 7.0% | 36.1% |
现金转化率BURLFSLR
| Q1 26 | — | -0.62× | ||
| Q4 25 | 1.37× | 2.38× | ||
| Q3 25 | 1.91× | 2.79× | ||
| Q2 25 | -0.29× | 0.44× | ||
| Q1 25 | 2.08× | -2.90× | ||
| Q4 24 | 1.22× | 2.06× | ||
| Q3 24 | 2.18× | -0.17× | ||
| Q2 24 | 0.63× | 0.55× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
