vs
Burlington Stores, Inc.（BURL）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
Burlington Stores, Inc.的季度营收约是格罗方德的1.6倍（$2.7B vs $1.7B），格罗方德净利率更高（14.8% vs 3.9%，领先10.9%），Burlington Stores, Inc.同比增速更快（7.1% vs -2.9%），过去两年格罗方德的营收复合增速更高（-4.3% 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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
BURL vs GFS — 直观对比
营收规模更大
BURL
是对方的1.6倍
$1.7B
营收增速更快
BURL
高出10.1%
-2.9%
净利率更高
GFS
高出10.9%
3.9%
两年增速更快
GFS
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.7B |
| 净利润 | $104.8M | $249.0M |
| 毛利率 | 44.2% | 24.8% |
| 营业利润率 | 5.1% | 11.6% |
| 净利率 | 3.9% | 14.8% |
| 营收同比 | 7.1% | -2.9% |
| 净利润同比 | 15.6% | 39.9% |
| 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BURLGFS
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.7B | $1.7B | ||
| Q2 25 | $2.5B | $1.7B | ||
| Q1 25 | $3.3B | $1.6B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | $1.7B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $3.1B | $1.5B |
净利润BURLGFS
| Q4 25 | $104.8M | — | ||
| Q3 25 | $94.2M | $249.0M | ||
| Q2 25 | $100.8M | $228.0M | ||
| Q1 25 | $260.8M | $211.0M | ||
| Q4 24 | $90.6M | — | ||
| Q3 24 | $73.8M | $178.0M | ||
| Q2 24 | $78.5M | $155.0M | ||
| Q1 24 | $227.5M | $134.0M |
毛利率BURLGFS
| Q4 25 | 44.2% | — | ||
| Q3 25 | 43.7% | 24.8% | ||
| Q2 25 | 43.8% | 24.2% | ||
| Q1 25 | 42.9% | 22.4% | ||
| Q4 24 | 43.9% | — | ||
| Q3 24 | 42.8% | 23.8% | ||
| Q2 24 | 43.5% | 24.2% | ||
| Q1 24 | 42.7% | 25.4% |
营业利润率BURLGFS
| Q4 25 | 5.1% | — | ||
| Q3 25 | 4.7% | 11.6% | ||
| Q2 25 | 5.3% | 11.6% | ||
| Q1 25 | 10.6% | 9.5% | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 4.0% | 10.6% | ||
| Q2 24 | 4.7% | 9.5% | ||
| Q1 24 | 10.0% | 9.5% |
净利率BURLGFS
| Q4 25 | 3.9% | — | ||
| Q3 25 | 3.5% | 14.8% | ||
| Q2 25 | 4.0% | 13.5% | ||
| Q1 25 | 8.0% | 13.3% | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 3.0% | 10.2% | ||
| Q2 24 | 3.3% | 9.5% | ||
| Q1 24 | 7.3% | 8.7% |
每股收益（稀释后）BURLGFS
| Q4 25 | $1.63 | — | ||
| Q3 25 | $1.47 | $0.44 | ||
| Q2 25 | $1.58 | $0.41 | ||
| Q1 25 | $4.03 | $0.38 | ||
| Q4 24 | $1.40 | — | ||
| Q3 24 | $1.15 | $0.32 | ||
| Q2 24 | $1.22 | $0.28 | ||
| Q1 24 | $3.51 | $0.24 |
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 | $2.0B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $11.8B |
| 总资产 | $9.6B | $16.7B |
| 负债/权益比越低杠杆越低 | 1.32× | — |
8季度趋势，按日历期对齐
现金及短期投资BURLGFS
| Q4 25 | $584.1M | — | ||
| Q3 25 | $747.6M | $2.0B | ||
| Q2 25 | $371.1M | $1.8B | ||
| Q1 25 | $994.7M | $1.6B | ||
| Q4 24 | $857.8M | — | ||
| Q3 24 | $659.9M | $2.3B | ||
| Q2 24 | $742.3M | $2.2B | ||
| Q1 24 | $925.4M | $2.2B |
总债务BURLGFS
| 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 | — | ||
| Q1 24 | $1.4B | — |
股东权益BURLGFS
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | $11.8B | ||
| Q2 25 | $1.4B | $11.5B | ||
| Q1 25 | $1.4B | $11.1B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $11.6B | ||
| Q2 24 | $1.0B | $11.3B | ||
| Q1 24 | $996.9M | $11.3B |
总资产BURLGFS
| Q4 25 | $9.6B | — | ||
| Q3 25 | $9.3B | $16.7B | ||
| Q2 25 | $8.5B | $16.8B | ||
| Q1 25 | $8.8B | $16.5B | ||
| Q4 24 | $8.4B | — | ||
| Q3 24 | $7.8B | $18.1B | ||
| Q2 24 | $7.7B | — | ||
| Q1 24 | $7.7B | — |
负债/权益比BURLGFS
| 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× | — | ||
| Q1 24 | 1.40× | — |
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 | $595.0M |
| 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× | 2.39× |
| 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BURLGFS
| Q4 25 | $143.3M | — | ||
| Q3 25 | $179.4M | $595.0M | ||
| Q2 25 | $-28.9M | $431.0M | ||
| Q1 25 | $543.2M | $331.0M | ||
| Q4 24 | $110.4M | — | ||
| Q3 24 | $160.4M | $375.0M | ||
| Q2 24 | $49.4M | $402.0M | ||
| Q1 24 | $598.5M | $488.0M |
自由现金流BURLGFS
| Q4 25 | $-109.6M | — | ||
| Q3 25 | $-101.0K | — | ||
| Q2 25 | $-438.6M | — | ||
| Q1 25 | $189.8M | — | ||
| Q4 24 | $-56.2M | — | ||
| Q3 24 | $-35.2M | — | ||
| Q2 24 | $-115.5M | — | ||
| Q1 24 | $410.3M | — |
自由现金流率BURLGFS
| Q4 25 | -4.1% | — | ||
| Q3 25 | -0.0% | — | ||
| Q2 25 | -17.5% | — | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.4% | — | ||
| Q2 24 | -4.9% | — | ||
| Q1 24 | 13.1% | — |
资本支出强度BURLGFS
| Q4 25 | 9.3% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 16.4% | — | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | 6.0% | — |
现金转化率BURLGFS
| Q4 25 | 1.37× | — | ||
| Q3 25 | 1.91× | 2.39× | ||
| Q2 25 | -0.29× | 1.89× | ||
| Q1 25 | 2.08× | 1.57× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | 2.11× | ||
| Q2 24 | 0.63× | 2.59× | ||
| Q1 24 | 2.63× | 3.64× |
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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
