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Burlington Stores, Inc.（BURL）与LESAKA TECHNOLOGIES INC（LSAK）财务数据对比。点击上方公司名可切换其他公司
LESAKA TECHNOLOGIES INC的季度营收约是Burlington Stores, Inc.的1.1倍（$3.0B vs $2.7B），Burlington Stores, Inc.净利率更高（3.9% vs 0.0%，领先3.9%），Burlington Stores, Inc.同比增速更快（7.1% vs 0.2%），过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高（352.8% 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。
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
BURL vs LSAK — 直观对比
营收规模更大
LSAK
是对方的1.1倍
$2.7B
营收增速更快
BURL
高出6.9%
0.2%
净利率更高
BURL
高出3.9%
0.0%
两年增速更快
LSAK
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.0B |
| 净利润 | $104.8M | $437.0K |
| 毛利率 | 44.2% | — |
| 营业利润率 | 5.1% | 2.2% |
| 净利率 | 3.9% | 0.0% |
| 营收同比 | 7.1% | 0.2% |
| 净利润同比 | 15.6% | — |
| 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BURLLSAK
| Q3 26 | — | $3.0B | ||
| Q4 25 | $2.7B | $178.7M | ||
| Q3 25 | $2.7B | $171.4M | ||
| Q2 25 | $2.5B | $168.5M | ||
| Q1 25 | $3.3B | $161.4M | ||
| Q4 24 | $2.5B | $176.2M | ||
| Q3 24 | $2.5B | $153.6M | ||
| Q2 24 | $2.4B | $146.0M |
净利润BURLLSAK
| Q3 26 | — | $437.0K | ||
| Q4 25 | $104.8M | $3.6M | ||
| Q3 25 | $94.2M | $-4.3M | ||
| Q2 25 | $100.8M | $-28.4M | ||
| Q1 25 | $260.8M | $-22.1M | ||
| Q4 24 | $90.6M | $-32.5M | ||
| Q3 24 | $73.8M | $-4.5M | ||
| Q2 24 | $78.5M | $-5.0M |
毛利率BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | 44.2% | 31.4% | ||
| Q3 25 | 43.7% | 30.9% | ||
| Q2 25 | 43.8% | 28.9% | ||
| Q1 25 | 42.9% | 27.5% | ||
| Q4 24 | 43.9% | 25.7% | ||
| Q3 24 | 42.8% | 22.6% | ||
| Q2 24 | 43.5% | 22.6% |
营业利润率BURLLSAK
| Q3 26 | — | 2.2% | ||
| Q4 25 | 5.1% | 1.2% | ||
| Q3 25 | 4.7% | 0.2% | ||
| Q2 25 | 5.3% | -16.7% | ||
| Q1 25 | 10.6% | 0.4% | ||
| Q4 24 | 4.7% | 0.3% | ||
| Q3 24 | 4.0% | -0.0% | ||
| Q2 24 | 4.7% | 0.2% |
净利率BURLLSAK
| Q3 26 | — | 0.0% | ||
| Q4 25 | 3.9% | 2.0% | ||
| Q3 25 | 3.5% | -2.5% | ||
| Q2 25 | 4.0% | -16.9% | ||
| Q1 25 | 8.0% | -13.7% | ||
| Q4 24 | 3.6% | -18.4% | ||
| Q3 24 | 3.0% | -3.0% | ||
| Q2 24 | 3.3% | -3.4% |
每股收益（稀释后）BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | $1.63 | $0.04 | ||
| Q3 25 | $1.47 | $-0.05 | ||
| Q2 25 | $1.58 | $-0.40 | ||
| Q1 25 | $4.03 | $-0.27 | ||
| Q4 24 | $1.40 | $-0.40 | ||
| Q3 24 | $1.15 | $-0.07 | ||
| Q2 24 | $1.22 | $-0.08 |
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 | $1.5B |
| 总债务越低越好 | $2.0B | $3.2B |
| 股东权益账面价值 | $1.5B | — |
| 总资产 | $9.6B | $11.5B |
| 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BURLLSAK
| Q3 26 | — | $1.5B | ||
| Q4 25 | $584.1M | $69.5M | ||
| Q3 25 | $747.6M | $72.2M | ||
| Q2 25 | $371.1M | $76.5M | ||
| Q1 25 | $994.7M | $71.0M | ||
| Q4 24 | $857.8M | $60.6M | ||
| Q3 24 | $659.9M | $49.7M | ||
| Q2 24 | $742.3M | $59.1M |
总债务BURLLSAK
| Q3 26 | — | $3.2B | ||
| Q4 25 | $2.0B | $216.8M | ||
| Q3 25 | $2.0B | $208.1M | ||
| Q2 25 | $1.6B | $200.8M | ||
| Q1 25 | $1.5B | $194.7M | ||
| Q4 24 | $1.5B | $148.7M | ||
| Q3 24 | $1.2B | $148.5M | ||
| Q2 24 | $1.2B | $143.2M |
股东权益BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | $1.5B | $180.6M | ||
| Q3 25 | $1.4B | $170.4M | ||
| Q2 25 | $1.4B | $161.6M | ||
| Q1 25 | $1.4B | $185.2M | ||
| Q4 24 | $1.1B | $193.3M | ||
| Q3 24 | $1.1B | $184.2M | ||
| Q2 24 | $1.0B | $175.9M |
总资产BURLLSAK
| Q3 26 | — | $11.5B | ||
| Q4 25 | $9.6B | $704.6M | ||
| Q3 25 | $9.3B | $652.9M | ||
| Q2 25 | $8.5B | $653.7M | ||
| Q1 25 | $8.8B | $649.2M | ||
| Q4 24 | $8.4B | $640.6M | ||
| Q3 24 | $7.8B | $551.9M | ||
| Q2 24 | $7.7B | $558.5M |
负债/权益比BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | 1.32× | 1.20× | ||
| Q3 25 | 1.40× | 1.22× | ||
| Q2 25 | 1.21× | 1.24× | ||
| Q1 25 | 1.12× | 1.05× | ||
| Q4 24 | 1.35× | 0.77× | ||
| Q3 24 | 1.15× | 0.81× | ||
| Q2 24 | 1.20× | 0.81× |
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 | — |
| 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× | — |
| 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BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | $143.3M | $-10.9M | ||
| Q3 25 | $179.4M | $8.9M | ||
| Q2 25 | $-28.9M | $-9.1M | ||
| Q1 25 | $543.2M | $10.7M | ||
| Q4 24 | $110.4M | $-9.2M | ||
| Q3 24 | $160.4M | $-4.1M | ||
| Q2 24 | $49.4M | $5.7M |
自由现金流BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | $-109.6M | $-14.8M | ||
| Q3 25 | $-101.0K | $4.9M | ||
| Q2 25 | $-438.6M | $-13.2M | ||
| Q1 25 | $189.8M | $7.8M | ||
| Q4 24 | $-56.2M | $-15.5M | ||
| Q3 24 | $-35.2M | $-8.1M | ||
| Q2 24 | $-115.5M | $937.0K |
自由现金流率BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | -4.1% | -8.3% | ||
| Q3 25 | -0.0% | 2.9% | ||
| Q2 25 | -17.5% | -7.8% | ||
| Q1 25 | 5.8% | 4.9% | ||
| Q4 24 | -2.2% | -8.8% | ||
| Q3 24 | -1.4% | -5.3% | ||
| Q2 24 | -4.9% | 0.6% |
资本支出强度BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | 9.3% | 2.2% | ||
| Q3 25 | 6.6% | 2.3% | ||
| Q2 25 | 16.4% | 2.4% | ||
| Q1 25 | 10.8% | 1.7% | ||
| Q4 24 | 6.6% | 3.6% | ||
| Q3 24 | 7.9% | 2.6% | ||
| Q2 24 | 7.0% | 3.2% |
现金转化率BURLLSAK
| Q3 26 | — | — | ||
| Q4 25 | 1.37× | -2.99× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | -0.29× | — | ||
| Q1 25 | 2.08× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 0.63× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
