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Burlington Stores, Inc.（BURL）与KB HOME（KBH）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KB HOME的1.6倍（$2.7B vs $1.7B），KB HOME净利率更高（6.0% vs 3.9%，领先2.1%），Burlington Stores, Inc.同比增速更快（7.1% vs -15.3%），KB HOME自由现金流更多（$290.1M vs $-109.6M），过去两年KB HOME的营收复合增速更高（7.4% 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。
KB Home是美国知名住宅建造企业，1957年于密歇根州底特律成立，前身为Kaufman & Broad，是首家在纽约证券交易所上市的住宅建造商，总部现位于加利福尼亚州洛杉矶。
BURL vs KBH — 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22.4%
-15.3%
净利率更高
KBH
高出2.1%
3.9%
自由现金流更多
KBH
多$399.7M
$-109.6M
两年增速更快
KBH
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.7B |
| 净利润 | $104.8M | $101.5M |
| 毛利率 | 44.2% | — |
| 营业利润率 | 5.1% | — |
| 净利率 | 3.9% | 6.0% |
| 营收同比 | 7.1% | -15.3% |
| 净利润同比 | 15.6% | -46.7% |
| 每股收益（稀释后） | $1.63 | $1.55 |
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BURLKBH
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.5B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $3.1B | $1.5B |
净利润BURLKBH
| Q4 25 | $104.8M | $101.5M | ||
| Q3 25 | $94.2M | $109.8M | ||
| Q2 25 | $100.8M | $107.9M | ||
| Q1 25 | $260.8M | $109.6M | ||
| Q4 24 | $90.6M | $190.6M | ||
| Q3 24 | $73.8M | $157.3M | ||
| Q2 24 | $78.5M | $168.4M | ||
| Q1 24 | $227.5M | $138.7M |
毛利率BURLKBH
| Q4 25 | 44.2% | — | ||
| Q3 25 | 43.7% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 42.9% | — | ||
| Q4 24 | 43.9% | — | ||
| Q3 24 | 42.8% | — | ||
| Q2 24 | 43.5% | — | ||
| Q1 24 | 42.7% | — |
营业利润率BURLKBH
| Q4 25 | 5.1% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 10.6% | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 10.0% | — |
净利率BURLKBH
| Q4 25 | 3.9% | 6.0% | ||
| Q3 25 | 3.5% | 6.8% | ||
| Q2 25 | 4.0% | 7.1% | ||
| Q1 25 | 8.0% | 7.9% | ||
| Q4 24 | 3.6% | 9.5% | ||
| Q3 24 | 3.0% | 9.0% | ||
| Q2 24 | 3.3% | 9.9% | ||
| Q1 24 | 7.3% | 9.4% |
每股收益（稀释后）BURLKBH
| Q4 25 | $1.63 | $1.55 | ||
| Q3 25 | $1.47 | $1.61 | ||
| Q2 25 | $1.58 | $1.50 | ||
| Q1 25 | $4.03 | $1.49 | ||
| Q4 24 | $1.40 | $2.50 | ||
| Q3 24 | $1.15 | $2.04 | ||
| Q2 24 | $1.22 | $2.15 | ||
| Q1 24 | $3.51 | $1.76 |
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 | $3.9B |
| 总资产 | $9.6B | $6.7B |
| 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BURLKBH
| 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BURLKBH
| 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BURLKBH
| Q4 25 | $1.5B | $3.9B | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.4B | $4.0B | ||
| Q1 25 | $1.4B | $4.1B | ||
| Q4 24 | $1.1B | $4.1B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.0B | $4.0B | ||
| Q1 24 | $996.9M | $3.9B |
总资产BURLKBH
| Q4 25 | $9.6B | $6.7B | ||
| Q3 25 | $9.3B | $7.0B | ||
| Q2 25 | $8.5B | $7.0B | ||
| Q1 25 | $8.8B | $7.0B | ||
| Q4 24 | $8.4B | $6.9B | ||
| Q3 24 | $7.8B | $6.8B | ||
| Q2 24 | $7.7B | $6.8B | ||
| Q1 24 | $7.7B | $6.7B |
负债/权益比BURLKBH
| 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 | $303.8M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $290.1M |
| 自由现金流率自由现金流/营收 | -4.1% | 17.1% |
| 资本支出强度资本支出/营收 | 9.3% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.37× | 2.99× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $287.3M |
8季度趋势，按日历期对齐
经营现金流BURLKBH
| Q4 25 | $143.3M | $303.8M | ||
| Q3 25 | $179.4M | $197.7M | ||
| Q2 25 | $-28.9M | $168.4M | ||
| Q1 25 | $543.2M | $-334.3M | ||
| Q4 24 | $110.4M | $362.6M | ||
| Q3 24 | $160.4M | $-89.9M | ||
| Q2 24 | $49.4M | $61.5M | ||
| Q1 24 | $598.5M | $28.5M |
自由现金流BURLKBH
| Q4 25 | $-109.6M | $290.1M | ||
| Q3 25 | $-101.0K | $185.8M | ||
| Q2 25 | $-438.6M | $156.9M | ||
| Q1 25 | $189.8M | $-345.5M | ||
| Q4 24 | $-56.2M | $352.6M | ||
| Q3 24 | $-35.2M | $-99.4M | ||
| Q2 24 | $-115.5M | $51.2M | ||
| Q1 24 | $410.3M | $19.1M |
自由现金流率BURLKBH
| Q4 25 | -4.1% | 17.1% | ||
| Q3 25 | -0.0% | 11.5% | ||
| Q2 25 | -17.5% | 10.3% | ||
| Q1 25 | 5.8% | -24.8% | ||
| Q4 24 | -2.2% | 17.6% | ||
| Q3 24 | -1.4% | -5.7% | ||
| Q2 24 | -4.9% | 3.0% | ||
| Q1 24 | 13.1% | 1.3% |
资本支出强度BURLKBH
| Q4 25 | 9.3% | 0.8% | ||
| Q3 25 | 6.6% | 0.7% | ||
| Q2 25 | 16.4% | 0.8% | ||
| Q1 25 | 10.8% | 0.8% | ||
| Q4 24 | 6.6% | 0.5% | ||
| Q3 24 | 7.9% | 0.5% | ||
| Q2 24 | 7.0% | 0.6% | ||
| Q1 24 | 6.0% | 0.6% |
现金转化率BURLKBH
| Q4 25 | 1.37× | 2.99× | ||
| Q3 25 | 1.91× | 1.80× | ||
| Q2 25 | -0.29× | 1.56× | ||
| Q1 25 | 2.08× | -3.05× | ||
| Q4 24 | 1.22× | 1.90× | ||
| Q3 24 | 2.18× | -0.57× | ||
| Q2 24 | 0.63× | 0.37× | ||
| Q1 24 | 2.63× | 0.21× |
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
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
