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Burlington Stores, Inc.（BURL）与ServiceNow（NOW）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是Burlington Stores, Inc.的1.4倍（$3.8B vs $2.7B），ServiceNow净利率更高（12.4% vs 3.9%，领先8.6%），Burlington Stores, Inc.同比增速更快（7.1% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $-109.6M），过去两年ServiceNow的营收复合增速更高（19.8% 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。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
BURL vs NOW — 直观对比
营收规模更大
NOW
是对方的1.4倍
$2.7B
营收增速更快
BURL
高出4.3%
2.8%
净利率更高
NOW
高出8.6%
3.9%
自由现金流更多
NOW
多$1.8B
$-109.6M
两年增速更快
NOW
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.8B |
| 净利润 | $104.8M | $469.0M |
| 毛利率 | 44.2% | 75.1% |
| 营业利润率 | 5.1% | 13.3% |
| 净利率 | 3.9% | 12.4% |
| 营收同比 | 7.1% | 2.8% |
| 净利润同比 | 15.6% | -53.7% |
| 每股收益（稀释后） | $1.63 | $1.04 |
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BURLNOW
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.7B | $3.6B | ||
| Q3 25 | $2.7B | $3.4B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $3.3B | $3.1B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.5B | $2.8B | ||
| Q2 24 | $2.4B | $2.6B |
净利润BURLNOW
| Q1 26 | — | $469.0M | ||
| Q4 25 | $104.8M | $401.0M | ||
| Q3 25 | $94.2M | $502.0M | ||
| Q2 25 | $100.8M | $385.0M | ||
| Q1 25 | $260.8M | $460.0M | ||
| Q4 24 | $90.6M | $384.0M | ||
| Q3 24 | $73.8M | $432.0M | ||
| Q2 24 | $78.5M | $262.0M |
毛利率BURLNOW
| Q1 26 | — | 75.1% | ||
| Q4 25 | 44.2% | 76.6% | ||
| Q3 25 | 43.7% | 77.3% | ||
| Q2 25 | 43.8% | 77.5% | ||
| Q1 25 | 42.9% | 78.9% | ||
| Q4 24 | 43.9% | 78.7% | ||
| Q3 24 | 42.8% | 79.1% | ||
| Q2 24 | 43.5% | 79.0% |
营业利润率BURLNOW
| Q1 26 | — | 13.3% | ||
| Q4 25 | 5.1% | 12.4% | ||
| Q3 25 | 4.7% | 16.8% | ||
| Q2 25 | 5.3% | 11.1% | ||
| Q1 25 | 10.6% | 14.6% | ||
| Q4 24 | 4.7% | 12.6% | ||
| Q3 24 | 4.0% | 14.9% | ||
| Q2 24 | 4.7% | 9.1% |
净利率BURLNOW
| Q1 26 | — | 12.4% | ||
| Q4 25 | 3.9% | 11.2% | ||
| Q3 25 | 3.5% | 14.7% | ||
| Q2 25 | 4.0% | 12.0% | ||
| Q1 25 | 8.0% | 14.9% | ||
| Q4 24 | 3.6% | 13.0% | ||
| Q3 24 | 3.0% | 15.4% | ||
| Q2 24 | 3.3% | 10.0% |
每股收益（稀释后）BURLNOW
| Q1 26 | — | $1.04 | ||
| Q4 25 | $1.63 | $-4.77 | ||
| Q3 25 | $1.47 | $2.40 | ||
| Q2 25 | $1.58 | $1.84 | ||
| Q1 25 | $4.03 | $2.20 | ||
| Q4 24 | $1.40 | $1.84 | ||
| Q3 24 | $1.15 | $2.07 | ||
| Q2 24 | $1.22 | $1.26 |
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 | $2.7B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $11.7B |
| 总资产 | $9.6B | $24.4B |
| 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BURLNOW
| Q1 26 | — | $2.7B | ||
| Q4 25 | $584.1M | $3.7B | ||
| Q3 25 | $747.6M | $2.7B | ||
| Q2 25 | $371.1M | $3.1B | ||
| Q1 25 | $994.7M | $3.4B | ||
| Q4 24 | $857.8M | $2.3B | ||
| Q3 24 | $659.9M | $1.9B | ||
| Q2 24 | $742.3M | $2.2B |
总债务BURLNOW
| Q1 26 | — | — | ||
| 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 | — |
股东权益BURLNOW
| Q1 26 | — | $11.7B | ||
| Q4 25 | $1.5B | $13.0B | ||
| Q3 25 | $1.4B | $11.3B | ||
| Q2 25 | $1.4B | $10.9B | ||
| Q1 25 | $1.4B | $10.1B | ||
| Q4 24 | $1.1B | $9.6B | ||
| Q3 24 | $1.1B | $9.3B | ||
| Q2 24 | $1.0B | $8.7B |
总资产BURLNOW
| Q1 26 | — | $24.4B | ||
| Q4 25 | $9.6B | $26.0B | ||
| Q3 25 | $9.3B | $21.8B | ||
| Q2 25 | $8.5B | $22.1B | ||
| Q1 25 | $8.8B | $21.0B | ||
| Q4 24 | $8.4B | $20.4B | ||
| Q3 24 | $7.8B | $18.4B | ||
| Q2 24 | $7.7B | $18.2B |
负债/权益比BURLNOW
| Q1 26 | — | — | ||
| 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× | — |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $1.7B |
| 自由现金流率自由现金流/营收 | -4.1% | 44.2% |
| 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× | 3.56× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $4.8B |
8季度趋势，按日历期对齐
经营现金流BURLNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $143.3M | $2.2B | ||
| Q3 25 | $179.4M | $813.0M | ||
| Q2 25 | $-28.9M | $716.0M | ||
| Q1 25 | $543.2M | $1.7B | ||
| Q4 24 | $110.4M | $1.6B | ||
| Q3 24 | $160.4M | $671.0M | ||
| Q2 24 | $49.4M | $620.0M |
自由现金流BURLNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $-109.6M | $2.0B | ||
| Q3 25 | $-101.0K | $578.0M | ||
| Q2 25 | $-438.6M | $526.0M | ||
| Q1 25 | $189.8M | $1.5B | ||
| Q4 24 | $-56.2M | $1.4B | ||
| Q3 24 | $-35.2M | $469.0M | ||
| Q2 24 | $-115.5M | $358.0M |
自由现金流率BURLNOW
| Q1 26 | — | 44.2% | ||
| Q4 25 | -4.1% | 56.1% | ||
| Q3 25 | -0.0% | 17.0% | ||
| Q2 25 | -17.5% | 16.4% | ||
| Q1 25 | 5.8% | 47.7% | ||
| Q4 24 | -2.2% | 46.7% | ||
| Q3 24 | -1.4% | 16.8% | ||
| Q2 24 | -4.9% | 13.6% |
资本支出强度BURLNOW
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 6.7% | ||
| Q3 25 | 6.6% | 6.9% | ||
| Q2 25 | 16.4% | 5.9% | ||
| Q1 25 | 10.8% | 6.6% | ||
| Q4 24 | 6.6% | 8.6% | ||
| Q3 24 | 7.9% | 7.2% | ||
| Q2 24 | 7.0% | 10.0% |
现金转化率BURLNOW
| Q1 26 | — | 3.56× | ||
| Q4 25 | 1.37× | 5.58× | ||
| Q3 25 | 1.91× | 1.62× | ||
| Q2 25 | -0.29× | 1.86× | ||
| Q1 25 | 2.08× | 3.65× | ||
| Q4 24 | 1.22× | 4.26× | ||
| Q3 24 | 2.18× | 1.55× | ||
| Q2 24 | 0.63× | 2.37× |
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
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |
