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Burlington Stores, Inc.（BURL）与高德纳（IT）财务数据对比。点击上方公司名可切换其他公司
Burlington Stores, Inc.的季度营收约是高德纳的1.5倍（$2.7B vs $1.8B），高德纳净利率更高（13.8% vs 3.9%，领先9.9%），Burlington Stores, Inc.同比增速更快（7.1% vs 2.2%），高德纳自由现金流更多（$270.7M vs $-109.6M），过去两年高德纳的营收复合增速更高（9.1% 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。
高德纳是美国专注于商业与科技领域的研究咨询机构，服务客户覆盖大型企业、政府机构、科技公司、投资机构等群体，通过输出研究报告、举办行业峰会、提供定制咨询等形式，为客户决策提供权威专业的洞见支撑。
BURL vs IT — 直观对比
营收规模更大
BURL
是对方的1.5倍
$1.8B
营收增速更快
BURL
高出4.9%
2.2%
净利率更高
IT
高出9.9%
3.9%
自由现金流更多
IT
多$380.3M
$-109.6M
两年增速更快
IT
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.8B |
| 净利润 | $104.8M | $242.2M |
| 毛利率 | 44.2% | 67.8% |
| 营业利润率 | 5.1% | 19.1% |
| 净利率 | 3.9% | 13.8% |
| 营收同比 | 7.1% | 2.2% |
| 净利润同比 | 15.6% | -39.2% |
| 每股收益（稀释后） | $1.63 | $3.36 |
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BURLIT
| Q4 25 | $2.7B | $1.8B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.5B | $1.7B | ||
| Q1 25 | $3.3B | $1.5B | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.5B | $1.5B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $3.1B | $1.5B |
净利润BURLIT
| Q4 25 | $104.8M | $242.2M | ||
| Q3 25 | $94.2M | $35.4M | ||
| Q2 25 | $100.8M | $240.8M | ||
| Q1 25 | $260.8M | $210.9M | ||
| Q4 24 | $90.6M | $398.6M | ||
| Q3 24 | $73.8M | $415.0M | ||
| Q2 24 | $78.5M | $229.5M | ||
| Q1 24 | $227.5M | $210.5M |
毛利率BURLIT
| Q4 25 | 44.2% | 67.8% | ||
| Q3 25 | 43.7% | 69.3% | ||
| Q2 25 | 43.8% | 68.6% | ||
| Q1 25 | 42.9% | 69.4% | ||
| Q4 24 | 43.9% | 66.8% | ||
| Q3 24 | 42.8% | 68.4% | ||
| Q2 24 | 43.5% | 68.6% | ||
| Q1 24 | 42.7% | 69.4% |
营业利润率BURLIT
| Q4 25 | 5.1% | 19.1% | ||
| Q3 25 | 4.7% | 5.7% | ||
| Q2 25 | 5.3% | 19.4% | ||
| Q1 25 | 10.6% | 18.1% | ||
| Q4 24 | 4.7% | 18.5% | ||
| Q3 24 | 4.0% | 16.6% | ||
| Q2 24 | 4.7% | 20.0% | ||
| Q1 24 | 10.0% | 18.6% |
净利率BURLIT
| Q4 25 | 3.9% | 13.8% | ||
| Q3 25 | 3.5% | 2.3% | ||
| Q2 25 | 4.0% | 14.3% | ||
| Q1 25 | 8.0% | 13.7% | ||
| Q4 24 | 3.6% | 23.2% | ||
| Q3 24 | 3.0% | 28.0% | ||
| Q2 24 | 3.3% | 14.4% | ||
| Q1 24 | 7.3% | 14.3% |
每股收益（稀释后）BURLIT
| Q4 25 | $1.63 | $3.36 | ||
| Q3 25 | $1.47 | $0.47 | ||
| Q2 25 | $1.58 | $3.11 | ||
| Q1 25 | $4.03 | $2.71 | ||
| Q4 24 | $1.40 | $5.08 | ||
| Q3 24 | $1.15 | $5.32 | ||
| Q2 24 | $1.22 | $2.93 | ||
| Q1 24 | $3.51 | $2.67 |
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 | $1.7B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $319.9M |
| 总资产 | $9.6B | $8.1B |
| 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BURLIT
| Q4 25 | $584.1M | $1.7B | ||
| Q3 25 | $747.6M | $1.4B | ||
| Q2 25 | $371.1M | $2.2B | ||
| Q1 25 | $994.7M | $2.1B | ||
| Q4 24 | $857.8M | $1.9B | ||
| Q3 24 | $659.9M | $1.8B | ||
| Q2 24 | $742.3M | $1.2B | ||
| Q1 24 | $925.4M | $1.2B |
总债务BURLIT
| 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BURLIT
| Q4 25 | $1.5B | $319.9M | ||
| Q3 25 | $1.4B | $556.6M | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $646.7M | ||
| Q1 24 | $996.9M | $718.2M |
总资产BURLIT
| Q4 25 | $9.6B | $8.1B | ||
| Q3 25 | $9.3B | $7.2B | ||
| Q2 25 | $8.5B | $8.3B | ||
| Q1 25 | $8.8B | $8.5B | ||
| Q4 24 | $8.4B | $8.5B | ||
| Q3 24 | $7.8B | $7.8B | ||
| Q2 24 | $7.7B | $7.4B | ||
| Q1 24 | $7.7B | $7.7B |
负债/权益比BURLIT
| 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 | $294.5M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $270.7M |
| 自由现金流率自由现金流/营收 | -4.1% | 15.4% |
| 资本支出强度资本支出/营收 | 9.3% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.37× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $1.2B |
8季度趋势，按日历期对齐
经营现金流BURLIT
| Q4 25 | $143.3M | $294.5M | ||
| Q3 25 | $179.4M | $298.7M | ||
| Q2 25 | $-28.9M | $383.6M | ||
| Q1 25 | $543.2M | $313.5M | ||
| Q4 24 | $110.4M | $335.4M | ||
| Q3 24 | $160.4M | $590.8M | ||
| Q2 24 | $49.4M | $370.0M | ||
| Q1 24 | $598.5M | $188.8M |
自由现金流BURLIT
| Q4 25 | $-109.6M | $270.7M | ||
| Q3 25 | $-101.0K | $269.3M | ||
| Q2 25 | $-438.6M | $347.3M | ||
| Q1 25 | $189.8M | $287.9M | ||
| Q4 24 | $-56.2M | $311.4M | ||
| Q3 24 | $-35.2M | $565.0M | ||
| Q2 24 | $-115.5M | $340.6M | ||
| Q1 24 | $410.3M | $166.2M |
自由现金流率BURLIT
| Q4 25 | -4.1% | 15.4% | ||
| Q3 25 | -0.0% | 17.7% | ||
| Q2 25 | -17.5% | 20.6% | ||
| Q1 25 | 5.8% | 18.8% | ||
| Q4 24 | -2.2% | 18.2% | ||
| Q3 24 | -1.4% | 38.1% | ||
| Q2 24 | -4.9% | 21.4% | ||
| Q1 24 | 13.1% | 11.3% |
资本支出强度BURLIT
| Q4 25 | 9.3% | 1.4% | ||
| Q3 25 | 6.6% | 1.9% | ||
| Q2 25 | 16.4% | 2.1% | ||
| Q1 25 | 10.8% | 1.7% | ||
| Q4 24 | 6.6% | 1.4% | ||
| Q3 24 | 7.9% | 1.7% | ||
| Q2 24 | 7.0% | 1.8% | ||
| Q1 24 | 6.0% | 1.5% |
现金转化率BURLIT
| Q4 25 | 1.37× | 1.22× | ||
| Q3 25 | 1.91× | 8.45× | ||
| Q2 25 | -0.29× | 1.59× | ||
| Q1 25 | 2.08× | 1.49× | ||
| Q4 24 | 1.22× | 0.84× | ||
| Q3 24 | 2.18× | 1.42× | ||
| Q2 24 | 0.63× | 1.61× | ||
| Q1 24 | 2.63× | 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
BURL
暂无分部数据
IT
| Transferred Over Time | $1.3B | 73% |
| Conferences | $286.2M | 16% |
| Consulting | $133.6M | 8% |
| Other | $52.3M | 3% |
