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Burlington Stores, Inc.（BURL）与摩托罗拉解决方案（MSI）财务数据对比。点击上方公司名可切换其他公司
摩托罗拉解决方案的季度营收约是Burlington Stores, Inc.的1.2倍（$3.4B vs $2.7B），摩托罗拉解决方案净利率更高（19.2% vs 3.9%，领先15.3%），摩托罗拉解决方案同比增速更快（12.3% vs 7.1%），摩托罗拉解决方案自由现金流更多（$1.1B vs $-109.6M），过去两年摩托罗拉解决方案的营收复合增速更高（18.9% 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。
摩托罗拉解决方案是美国科技企业，总部位于伊利诺伊州芝加哥，2011年由摩托罗拉公司拆分成立。公司面向公共安全部门及企业客户，提供关键通信、视频安防、指挥中心技术等安全防护类产品与服务。
BURL vs MSI — 直观对比
营收规模更大
MSI
是对方的1.2倍
$2.7B
营收增速更快
MSI
高出5.2%
7.1%
净利率更高
MSI
高出15.3%
3.9%
自由现金流更多
MSI
多$1.3B
$-109.6M
两年增速更快
MSI
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.4B |
| 净利润 | $104.8M | $649.0M |
| 毛利率 | 44.2% | 52.3% |
| 营业利润率 | 5.1% | 27.9% |
| 净利率 | 3.9% | 19.2% |
| 营收同比 | 7.1% | 12.3% |
| 净利润同比 | 15.6% | 6.2% |
| 每股收益（稀释后） | $1.63 | $3.85 |
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BURLMSI
| Q4 25 | $2.7B | $3.4B | ||
| Q3 25 | $2.7B | $3.0B | ||
| Q2 25 | $2.5B | $2.8B | ||
| Q1 25 | $3.3B | $2.5B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.5B | $2.8B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $3.1B | $2.4B |
净利润BURLMSI
| Q4 25 | $104.8M | $649.0M | ||
| Q3 25 | $94.2M | $562.0M | ||
| Q2 25 | $100.8M | $513.0M | ||
| Q1 25 | $260.8M | $430.0M | ||
| Q4 24 | $90.6M | $611.0M | ||
| Q3 24 | $73.8M | $562.0M | ||
| Q2 24 | $78.5M | $443.0M | ||
| Q1 24 | $227.5M | $-39.0M |
毛利率BURLMSI
| Q4 25 | 44.2% | 52.3% | ||
| Q3 25 | 43.7% | 51.6% | ||
| Q2 25 | 43.8% | 51.1% | ||
| Q1 25 | 42.9% | 51.4% | ||
| Q4 24 | 43.9% | 51.4% | ||
| Q3 24 | 42.8% | 51.4% | ||
| Q2 24 | 43.5% | 51.0% | ||
| Q1 24 | 42.7% | 49.9% |
营业利润率BURLMSI
| Q4 25 | 5.1% | 27.9% | ||
| Q3 25 | 4.7% | 25.6% | ||
| Q2 25 | 5.3% | 25.0% | ||
| Q1 25 | 10.6% | 23.0% | ||
| Q4 24 | 4.7% | 27.0% | ||
| Q3 24 | 4.0% | 25.5% | ||
| Q2 24 | 4.7% | 24.5% | ||
| Q1 24 | 10.0% | 21.7% |
净利率BURLMSI
| Q4 25 | 3.9% | 19.2% | ||
| Q3 25 | 3.5% | 18.7% | ||
| Q2 25 | 4.0% | 18.6% | ||
| Q1 25 | 8.0% | 17.0% | ||
| Q4 24 | 3.6% | 20.3% | ||
| Q3 24 | 3.0% | 20.1% | ||
| Q2 24 | 3.3% | 16.9% | ||
| Q1 24 | 7.3% | -1.6% |
每股收益（稀释后）BURLMSI
| Q4 25 | $1.63 | $3.85 | ||
| Q3 25 | $1.47 | $3.33 | ||
| Q2 25 | $1.58 | $3.04 | ||
| Q1 25 | $4.03 | $2.53 | ||
| Q4 24 | $1.40 | $3.57 | ||
| Q3 24 | $1.15 | $3.29 | ||
| Q2 24 | $1.22 | $2.60 | ||
| Q1 24 | $3.51 | $-0.23 |
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 | $1.2B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $2.4B |
| 总资产 | $9.6B | $19.4B |
| 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BURLMSI
| Q4 25 | $584.1M | $1.2B | ||
| Q3 25 | $747.6M | $894.0M | ||
| Q2 25 | $371.1M | $3.2B | ||
| Q1 25 | $994.7M | $1.6B | ||
| Q4 24 | $857.8M | $2.1B | ||
| Q3 24 | $659.9M | $1.4B | ||
| Q2 24 | $742.3M | $1.4B | ||
| Q1 24 | $925.4M | $1.5B |
总债务BURLMSI
| 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BURLMSI
| Q4 25 | $1.5B | $2.4B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.0B | $802.0M | ||
| Q1 24 | $996.9M | $521.0M |
总资产BURLMSI
| Q4 25 | $9.6B | $19.4B | ||
| Q3 25 | $9.3B | $18.8B | ||
| Q2 25 | $8.5B | $16.4B | ||
| Q1 25 | $8.8B | $14.4B | ||
| Q4 24 | $8.4B | $14.6B | ||
| Q3 24 | $7.8B | $13.9B | ||
| Q2 24 | $7.7B | $13.3B | ||
| Q1 24 | $7.7B | $13.3B |
负债/权益比BURLMSI
| 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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $1.1B |
| 自由现金流率自由现金流/营收 | -4.1% | 33.8% |
| 资本支出强度资本支出/营收 | 9.3% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.37× | 1.94× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $2.6B |
8季度趋势，按日历期对齐
经营现金流BURLMSI
| Q4 25 | $143.3M | $1.3B | ||
| Q3 25 | $179.4M | $798.0M | ||
| Q2 25 | $-28.9M | $273.0M | ||
| Q1 25 | $543.2M | $510.0M | ||
| Q4 24 | $110.4M | $1.1B | ||
| Q3 24 | $160.4M | $759.0M | ||
| Q2 24 | $49.4M | $180.0M | ||
| Q1 24 | $598.5M | $382.0M |
自由现金流BURLMSI
| Q4 25 | $-109.6M | $1.1B | ||
| Q3 25 | $-101.0K | $732.0M | ||
| Q2 25 | $-438.6M | $225.0M | ||
| Q1 25 | $189.8M | $473.0M | ||
| Q4 24 | $-56.2M | $984.0M | ||
| Q3 24 | $-35.2M | $702.0M | ||
| Q2 24 | $-115.5M | $112.0M | ||
| Q1 24 | $410.3M | $336.0M |
自由现金流率BURLMSI
| Q4 25 | -4.1% | 33.8% | ||
| Q3 25 | -0.0% | 24.3% | ||
| Q2 25 | -17.5% | 8.1% | ||
| Q1 25 | 5.8% | 18.7% | ||
| Q4 24 | -2.2% | 32.7% | ||
| Q3 24 | -1.4% | 25.2% | ||
| Q2 24 | -4.9% | 4.3% | ||
| Q1 24 | 13.1% | 14.1% |
资本支出强度BURLMSI
| Q4 25 | 9.3% | 3.4% | ||
| Q3 25 | 6.6% | 2.2% | ||
| Q2 25 | 16.4% | 1.7% | ||
| Q1 25 | 10.8% | 1.5% | ||
| Q4 24 | 6.6% | 2.9% | ||
| Q3 24 | 7.9% | 2.0% | ||
| Q2 24 | 7.0% | 2.6% | ||
| Q1 24 | 6.0% | 1.9% |
现金转化率BURLMSI
| Q4 25 | 1.37× | 1.94× | ||
| Q3 25 | 1.91× | 1.42× | ||
| Q2 25 | -0.29× | 0.53× | ||
| Q1 25 | 2.08× | 1.19× | ||
| Q4 24 | 1.22× | 1.75× | ||
| Q3 24 | 2.18× | 1.35× | ||
| Q2 24 | 0.63× | 0.41× | ||
| 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
MSI
| Product And Systems Integration Segment | $1.5B | 45% |
| Services And Software Segment | $833.0M | 25% |
| Sales Channel Through Intermediary | $772.0M | 23% |
| Command Center Software | $258.0M | 8% |
