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Burlington Stores, Inc.(BURL)与罗技(LOGI)财务数据对比。点击上方公司名可切换其他公司
Burlington Stores, Inc.的季度营收约是罗技的1.9倍($2.7B vs $1.4B),罗技净利率更高(17.7% vs 3.9%,领先13.8%),Burlington Stores, Inc.同比增速更快(7.1% vs 6.1%),罗技自由现金流更多($465.6M vs $-109.6M),过去两年罗技的营收复合增速更高(18.5% 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。
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
BURL vs LOGI — 直观对比
营收规模更大
BURL
是对方的1.9倍
$1.4B
营收增速更快
BURL
高出1.1%
6.1%
净利率更高
LOGI
高出13.8%
3.9%
自由现金流更多
LOGI
多$575.3M
$-109.6M
两年增速更快
LOGI
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.7B | $1.4B |
| 净利润 | $104.8M | $251.0M |
| 毛利率 | 44.2% | 43.2% |
| 营业利润率 | 5.1% | 20.1% |
| 净利率 | 3.9% | 17.7% |
| 营收同比 | 7.1% | 6.1% |
| 净利润同比 | 15.6% | 25.4% |
| 每股收益(稀释后) | $1.63 | $1.69 |
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
BURL
LOGI
| Q4 25 | $2.7B | $1.4B | ||
| Q3 25 | $2.7B | $1.2B | ||
| Q2 25 | $2.5B | $1.1B | ||
| Q1 25 | $3.3B | $1.0B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.5B | $1.1B | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $3.1B | $1.0B |
净利润
BURL
LOGI
| Q4 25 | $104.8M | $251.0M | ||
| Q3 25 | $94.2M | $170.7M | ||
| Q2 25 | $100.8M | $146.0M | ||
| Q1 25 | $260.8M | $144.1M | ||
| Q4 24 | $90.6M | $200.1M | ||
| Q3 24 | $73.8M | $145.5M | ||
| Q2 24 | $78.5M | $141.8M | ||
| Q1 24 | $227.5M | $167.6M |
毛利率
BURL
LOGI
| Q4 25 | 44.2% | 43.2% | ||
| Q3 25 | 43.7% | 43.4% | ||
| Q2 25 | 43.8% | 41.7% | ||
| Q1 25 | 42.9% | 43.1% | ||
| Q4 24 | 43.9% | 42.9% | ||
| Q3 24 | 42.8% | 43.6% | ||
| Q2 24 | 43.5% | 42.8% | ||
| Q1 24 | 42.7% | 43.2% |
营业利润率
BURL
LOGI
| Q4 25 | 5.1% | 20.1% | ||
| Q3 25 | 4.7% | 16.1% | ||
| Q2 25 | 5.3% | 14.1% | ||
| Q1 25 | 10.6% | 10.5% | ||
| Q4 24 | 4.7% | 17.5% | ||
| Q3 24 | 4.0% | 14.4% | ||
| Q2 24 | 4.7% | 14.1% | ||
| Q1 24 | 10.0% | 12.9% |
净利率
BURL
LOGI
| Q4 25 | 3.9% | 17.7% | ||
| Q3 25 | 3.5% | 14.4% | ||
| Q2 25 | 4.0% | 12.7% | ||
| Q1 25 | 8.0% | 14.3% | ||
| Q4 24 | 3.6% | 14.9% | ||
| Q3 24 | 3.0% | 13.0% | ||
| Q2 24 | 3.3% | 13.0% | ||
| Q1 24 | 7.3% | 16.6% |
每股收益(稀释后)
BURL
LOGI
| Q4 25 | $1.63 | $1.69 | ||
| Q3 25 | $1.47 | $1.15 | ||
| Q2 25 | $1.58 | $0.98 | ||
| Q1 25 | $4.03 | $0.94 | ||
| Q4 24 | $1.40 | $1.32 | ||
| Q3 24 | $1.15 | $0.95 | ||
| Q2 24 | $1.22 | $0.92 | ||
| Q1 24 | $3.51 | $1.07 |
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 | $1.8B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $2.3B |
| 总资产 | $9.6B | $4.1B |
| 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
BURL
LOGI
| Q4 25 | $584.1M | $1.8B | ||
| Q3 25 | $747.6M | $1.4B | ||
| Q2 25 | $371.1M | $1.5B | ||
| Q1 25 | $994.7M | $1.5B | ||
| Q4 24 | $857.8M | $1.5B | ||
| Q3 24 | $659.9M | $1.4B | ||
| Q2 24 | $742.3M | $1.5B | ||
| Q1 24 | $925.4M | $1.5B |
总债务
BURL
LOGI
| 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
BURL
LOGI
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.0B | $2.2B | ||
| Q1 24 | $996.9M | $2.2B |
总资产
BURL
LOGI
| Q4 25 | $9.6B | $4.1B | ||
| Q3 25 | $9.3B | $3.7B | ||
| Q2 25 | $8.5B | $3.7B | ||
| Q1 25 | $8.8B | $3.5B | ||
| Q4 24 | $8.4B | $3.7B | ||
| Q3 24 | $7.8B | $3.6B | ||
| Q2 24 | $7.7B | $3.7B | ||
| Q1 24 | $7.7B | $3.6B |
负债/权益比
BURL
LOGI
| 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 | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $465.6M |
| 自由现金流率自由现金流/营收 | -4.1% | 32.8% |
| 资本支出强度资本支出/营收 | 9.3% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.37× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $903.6M |
8季度趋势,按日历期对齐
经营现金流
BURL
LOGI
| Q4 25 | $143.3M | $480.5M | ||
| Q3 25 | $179.4M | $228.8M | ||
| Q2 25 | $-28.9M | $125.0M | ||
| Q1 25 | $543.2M | $129.7M | ||
| Q4 24 | $110.4M | $370.9M | ||
| Q3 24 | $160.4M | $166.0M | ||
| Q2 24 | $49.4M | $176.0M | ||
| Q1 24 | $598.5M | $239.1M |
自由现金流
BURL
LOGI
| Q4 25 | $-109.6M | $465.6M | ||
| Q3 25 | $-101.0K | $212.3M | ||
| Q2 25 | $-438.6M | $108.8M | ||
| Q1 25 | $189.8M | $116.9M | ||
| Q4 24 | $-56.2M | $356.6M | ||
| Q3 24 | $-35.2M | $151.5M | ||
| Q2 24 | $-115.5M | $161.4M | ||
| Q1 24 | $410.3M | $228.8M |
自由现金流率
BURL
LOGI
| Q4 25 | -4.1% | 32.8% | ||
| Q3 25 | -0.0% | 17.9% | ||
| Q2 25 | -17.5% | 9.5% | ||
| Q1 25 | 5.8% | 11.6% | ||
| Q4 24 | -2.2% | 26.6% | ||
| Q3 24 | -1.4% | 13.6% | ||
| Q2 24 | -4.9% | 14.8% | ||
| Q1 24 | 13.1% | 22.6% |
资本支出强度
BURL
LOGI
| Q4 25 | 9.3% | 1.0% | ||
| Q3 25 | 6.6% | 1.4% | ||
| Q2 25 | 16.4% | 1.4% | ||
| Q1 25 | 10.8% | 1.3% | ||
| Q4 24 | 6.6% | 1.1% | ||
| Q3 24 | 7.9% | 1.3% | ||
| Q2 24 | 7.0% | 1.3% | ||
| Q1 24 | 6.0% | 1.0% |
现金转化率
BURL
LOGI
| Q4 25 | 1.37× | 1.91× | ||
| Q3 25 | 1.91× | 1.34× | ||
| Q2 25 | -0.29× | 0.86× | ||
| Q1 25 | 2.08× | 0.90× | ||
| Q4 24 | 1.22× | 1.85× | ||
| Q3 24 | 2.18× | 1.14× | ||
| Q2 24 | 0.63× | 1.24× | ||
| Q1 24 | 2.63× | 1.43× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |