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Burlington Stores, Inc.（BURL）与GLOBAL PARTNERS LP（GLP）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GLOBAL PARTNERS LP的1.2倍（$2.7B vs $2.2B），Burlington Stores, Inc.净利率更高（3.9% vs 1.1%，领先2.7%），Burlington Stores, Inc.同比增速更快（7.1% vs 7.0%），GLOBAL PARTNERS LP自由现金流更多（$62.2M vs $-109.6M），过去两年GLOBAL PARTNERS LP的营收复合增速更高（0.2% 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。
Global Partners LP是一家美国能源供应企业，2018年位列《财富》世界500强第361位，采用业主有限合伙制架构，核心业务为石油产品进口，深耕北美市场开展营销活动，批发的产品涵盖原油、柴油、汽油、取暖油及煤油等品类。
BURL vs GLP — 直观对比
营收规模更大
BURL
是对方的1.2倍
$2.2B
营收增速更快
BURL
高出0.1%
7.0%
净利率更高
BURL
高出2.7%
1.1%
自由现金流更多
GLP
多$171.9M
$-109.6M
两年增速更快
GLP
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.2B |
| 净利润 | $104.8M | $25.1M |
| 毛利率 | 44.2% | 11.9% |
| 营业利润率 | 5.1% | 2.6% |
| 净利率 | 3.9% | 1.1% |
| 营收同比 | 7.1% | 7.0% |
| 净利润同比 | 15.6% | 5.0% |
| 每股收益（稀释后） | $1.63 | — |
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BURLGLP
| Q4 25 | $2.7B | $2.2B | ||
| Q3 25 | $2.7B | $2.2B | ||
| Q2 25 | $2.5B | $2.1B | ||
| Q1 25 | $3.3B | $2.2B | ||
| Q4 24 | $2.5B | $2.1B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.4B | $2.3B | ||
| Q1 24 | $3.1B | $2.2B |
净利润BURLGLP
| Q4 25 | $104.8M | $25.1M | ||
| Q3 25 | $94.2M | $29.0M | ||
| Q2 25 | $100.8M | $25.2M | ||
| Q1 25 | $260.8M | $18.7M | ||
| Q4 24 | $90.6M | $23.9M | ||
| Q3 24 | $73.8M | $45.9M | ||
| Q2 24 | $78.5M | $46.1M | ||
| Q1 24 | $227.5M | $-5.6M |
毛利率BURLGLP
| Q4 25 | 44.2% | 11.9% | ||
| Q3 25 | 43.7% | 12.1% | ||
| Q2 25 | 43.8% | 13.1% | ||
| Q1 25 | 42.9% | 11.7% | ||
| Q4 24 | 43.9% | 13.0% | ||
| Q3 24 | 42.8% | 13.4% | ||
| Q2 24 | 43.5% | 12.6% | ||
| Q1 24 | 42.7% | 9.8% |
营业利润率BURLGLP
| Q4 25 | 5.1% | 2.6% | ||
| Q3 25 | 4.7% | 2.7% | ||
| Q2 25 | 5.3% | 2.9% | ||
| Q1 25 | 10.6% | 2.6% | ||
| Q4 24 | 4.7% | 2.8% | ||
| Q3 24 | 4.0% | 3.9% | ||
| Q2 24 | 4.7% | 3.7% | ||
| Q1 24 | 10.0% | 1.2% |
净利率BURLGLP
| Q4 25 | 3.9% | 1.1% | ||
| Q3 25 | 3.5% | 1.3% | ||
| Q2 25 | 4.0% | 1.2% | ||
| Q1 25 | 8.0% | 0.9% | ||
| Q4 24 | 3.6% | 1.2% | ||
| Q3 24 | 3.0% | 2.1% | ||
| Q2 24 | 3.3% | 2.0% | ||
| Q1 24 | 7.3% | -0.3% |
每股收益（稀释后）BURLGLP
| Q4 25 | $1.63 | — | ||
| Q3 25 | $1.47 | — | ||
| Q2 25 | $1.58 | — | ||
| Q1 25 | $4.03 | — | ||
| Q4 24 | $1.40 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.22 | — | ||
| Q1 24 | $3.51 | — |
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 | — |
| 股东权益账面价值 | $1.5B | — |
| 总资产 | $9.6B | $3.9B |
| 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BURLGLP
| 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BURLGLP
| 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BURLGLP
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $996.9M | — |
总资产BURLGLP
| Q4 25 | $9.6B | $3.9B | ||
| Q3 25 | $9.3B | $3.7B | ||
| Q2 25 | $8.5B | $3.8B | ||
| Q1 25 | $8.8B | $3.8B | ||
| Q4 24 | $8.4B | $3.8B | ||
| Q3 24 | $7.8B | $3.7B | ||
| Q2 24 | $7.7B | $3.8B | ||
| Q1 24 | $7.7B | $3.5B |
负债/权益比BURLGLP
| 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 | $101.0M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $62.2M |
| 自由现金流率自由现金流/营收 | -4.1% | 2.8% |
| 资本支出强度资本支出/营收 | 9.3% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.37× | 4.03× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $193.3M |
8季度趋势，按日历期对齐
经营现金流BURLGLP
| Q4 25 | $143.3M | $101.0M | ||
| Q3 25 | $179.4M | $19.0M | ||
| Q2 25 | $-28.9M | $216.3M | ||
| Q1 25 | $543.2M | $-51.6M | ||
| Q4 24 | $110.4M | $67.2M | ||
| Q3 24 | $160.4M | $122.7M | ||
| Q2 24 | $49.4M | $24.3M | ||
| Q1 24 | $598.5M | $-182.7M |
自由现金流BURLGLP
| Q4 25 | $-109.6M | $62.2M | ||
| Q3 25 | $-101.0K | $-678.0K | ||
| Q2 25 | $-438.6M | $201.3M | ||
| Q1 25 | $189.8M | $-69.5M | ||
| Q4 24 | $-56.2M | $20.4M | ||
| Q3 24 | $-35.2M | $98.4M | ||
| Q2 24 | $-115.5M | $8.7M | ||
| Q1 24 | $410.3M | $-199.3M |
自由现金流率BURLGLP
| Q4 25 | -4.1% | 2.8% | ||
| Q3 25 | -0.0% | -0.0% | ||
| Q2 25 | -17.5% | 9.7% | ||
| Q1 25 | 5.8% | -3.2% | ||
| Q4 24 | -2.2% | 1.0% | ||
| Q3 24 | -1.4% | 4.6% | ||
| Q2 24 | -4.9% | 0.4% | ||
| Q1 24 | 13.1% | -9.0% |
资本支出强度BURLGLP
| Q4 25 | 9.3% | 1.8% | ||
| Q3 25 | 6.6% | 0.9% | ||
| Q2 25 | 16.4% | 0.7% | ||
| Q1 25 | 10.8% | 0.8% | ||
| Q4 24 | 6.6% | 2.3% | ||
| Q3 24 | 7.9% | 1.1% | ||
| Q2 24 | 7.0% | 0.7% | ||
| Q1 24 | 6.0% | 0.8% |
现金转化率BURLGLP
| Q4 25 | 1.37× | 4.03× | ||
| Q3 25 | 1.91× | 0.66× | ||
| Q2 25 | -0.29× | 8.58× | ||
| Q1 25 | 2.08× | -2.76× | ||
| Q4 24 | 1.22× | 2.82× | ||
| Q3 24 | 2.18× | 2.67× | ||
| Q2 24 | 0.63× | 0.53× | ||
| Q1 24 | 2.63× | — |
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
GLP
| Gasoline | $1.0B | 46% |
| Refined Petroleum Products Renewable Fuels Crude Oil And Propane | $884.7M | 40% |
| Commercial Segment | $187.6M | 8% |
| Station Operations | $110.5M | 5% |
