vs
Burlington Stores, Inc.（BURL）与NetApp（NTAP）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NetApp的1.6倍（$2.7B vs $1.7B），NetApp净利率更高（17.9% vs 3.9%，领先14.0%），Burlington Stores, Inc.同比增速更快（7.1% vs 2.8%），NetApp自由现金流更多（$78.0M vs $-109.6M），过去两年NetApp的营收复合增速更高（3.0% 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。
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
BURL vs NTAP — 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4.3%
2.8%
净利率更高
NTAP
高出14.0%
3.9%
自由现金流更多
NTAP
多$187.6M
$-109.6M
两年增速更快
NTAP
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.7B |
| 净利润 | $104.8M | $305.0M |
| 毛利率 | 44.2% | 72.0% |
| 营业利润率 | 5.1% | 23.4% |
| 净利率 | 3.9% | 17.9% |
| 营收同比 | 7.1% | 2.8% |
| 净利润同比 | 15.6% | 2.0% |
| 每股收益（稀释后） | $1.63 | $1.51 |
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BURLNTAP
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.5B | $1.7B | ||
| Q1 25 | $3.3B | $1.6B | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.5B | $1.5B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $3.1B | $1.6B |
净利润BURLNTAP
| Q4 25 | $104.8M | $305.0M | ||
| Q3 25 | $94.2M | $233.0M | ||
| Q2 25 | $100.8M | $340.0M | ||
| Q1 25 | $260.8M | $299.0M | ||
| Q4 24 | $90.6M | $299.0M | ||
| Q3 24 | $73.8M | $248.0M | ||
| Q2 24 | $78.5M | $291.0M | ||
| Q1 24 | $227.5M | $313.0M |
毛利率BURLNTAP
| Q4 25 | 44.2% | 72.0% | ||
| Q3 25 | 43.7% | 70.4% | ||
| Q2 25 | 43.8% | 68.9% | ||
| Q1 25 | 42.9% | 69.8% | ||
| Q4 24 | 43.9% | 71.0% | ||
| Q3 24 | 42.8% | 71.3% | ||
| Q2 24 | 43.5% | 70.5% | ||
| Q1 24 | 42.7% | 71.7% |
营业利润率BURLNTAP
| Q4 25 | 5.1% | 23.4% | ||
| Q3 25 | 4.7% | 19.8% | ||
| Q2 25 | 5.3% | 20.1% | ||
| Q1 25 | 10.6% | 22.1% | ||
| Q4 24 | 4.7% | 20.8% | ||
| Q3 24 | 4.0% | 18.3% | ||
| Q2 24 | 4.7% | 21.9% | ||
| Q1 24 | 10.0% | 22.8% |
净利率BURLNTAP
| Q4 25 | 3.9% | 17.9% | ||
| Q3 25 | 3.5% | 14.9% | ||
| Q2 25 | 4.0% | 19.6% | ||
| Q1 25 | 8.0% | 18.2% | ||
| Q4 24 | 3.6% | 18.0% | ||
| Q3 24 | 3.0% | 16.1% | ||
| Q2 24 | 3.3% | 17.4% | ||
| Q1 24 | 7.3% | 19.5% |
每股收益（稀释后）BURLNTAP
| Q4 25 | $1.63 | $1.51 | ||
| Q3 25 | $1.47 | $1.15 | ||
| Q2 25 | $1.58 | $1.64 | ||
| Q1 25 | $4.03 | $1.44 | ||
| Q4 24 | $1.40 | $1.42 | ||
| Q3 24 | $1.15 | $1.17 | ||
| Q2 24 | $1.22 | $1.36 | ||
| Q1 24 | $3.51 | $1.48 |
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 | $3.0B |
| 总债务越低越好 | $2.0B | $2.5B |
| 股东权益账面价值 | $1.5B | $986.0M |
| 总资产 | $9.6B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.32× | 2.52× |
8季度趋势，按日历期对齐
现金及短期投资BURLNTAP
| Q4 25 | $584.1M | $3.0B | ||
| Q3 25 | $747.6M | $3.3B | ||
| Q2 25 | $371.1M | $3.8B | ||
| Q1 25 | $994.7M | $2.3B | ||
| Q4 24 | $857.8M | $2.2B | ||
| Q3 24 | $659.9M | $3.0B | ||
| Q2 24 | $742.3M | $3.3B | ||
| Q1 24 | $925.4M | $2.9B |
总债务BURLNTAP
| Q4 25 | $2.0B | $2.5B | ||
| Q3 25 | $2.0B | $2.5B | ||
| Q2 25 | $1.6B | $3.2B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.4B | ||
| Q1 24 | $1.4B | $2.4B |
股东权益BURLNTAP
| Q4 25 | $1.5B | $986.0M | ||
| Q3 25 | $1.4B | $975.0M | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.4B | $995.0M | ||
| Q4 24 | $1.1B | $892.0M | ||
| Q3 24 | $1.1B | $929.0M | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $996.9M | $994.0M |
总资产BURLNTAP
| Q4 25 | $9.6B | $9.6B | ||
| Q3 25 | $9.3B | $9.7B | ||
| Q2 25 | $8.5B | $10.8B | ||
| Q1 25 | $8.8B | $9.0B | ||
| Q4 24 | $8.4B | $9.0B | ||
| Q3 24 | $7.8B | $9.3B | ||
| Q2 24 | $7.7B | $9.9B | ||
| Q1 24 | $7.7B | $9.4B |
负债/权益比BURLNTAP
| Q4 25 | 1.32× | 2.52× | ||
| Q3 25 | 1.40× | 2.55× | ||
| Q2 25 | 1.21× | 3.11× | ||
| Q1 25 | 1.12× | 2.00× | ||
| Q4 24 | 1.35× | 2.23× | ||
| Q3 24 | 1.15× | 2.58× | ||
| Q2 24 | 1.20× | 2.09× | ||
| Q1 24 | 1.40× | 2.41× |
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 | $127.0M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $78.0M |
| 自由现金流率自由现金流/营收 | -4.1% | 4.6% |
| 资本支出强度资本支出/营收 | 9.3% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.37× | 0.42× |
| 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BURLNTAP
| Q4 25 | $143.3M | $127.0M | ||
| Q3 25 | $179.4M | $673.0M | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $543.2M | $385.0M | ||
| Q4 24 | $110.4M | — | ||
| Q3 24 | $160.4M | $341.0M | ||
| Q2 24 | $49.4M | $613.0M | ||
| Q1 24 | $598.5M | $484.0M |
自由现金流BURLNTAP
| Q4 25 | $-109.6M | $78.0M | ||
| Q3 25 | $-101.0K | $620.0M | ||
| Q2 25 | $-438.6M | — | ||
| Q1 25 | $189.8M | $338.0M | ||
| Q4 24 | $-56.2M | — | ||
| Q3 24 | $-35.2M | $300.0M | ||
| Q2 24 | $-115.5M | $567.0M | ||
| Q1 24 | $410.3M | $448.0M |
自由现金流率BURLNTAP
| Q4 25 | -4.1% | 4.6% | ||
| Q3 25 | -0.0% | 39.8% | ||
| Q2 25 | -17.5% | — | ||
| Q1 25 | 5.8% | 20.6% | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.4% | 19.5% | ||
| Q2 24 | -4.9% | 34.0% | ||
| Q1 24 | 13.1% | 27.9% |
资本支出强度BURLNTAP
| Q4 25 | 9.3% | 2.9% | ||
| Q3 25 | 6.6% | 3.4% | ||
| Q2 25 | 16.4% | — | ||
| Q1 25 | 10.8% | 2.9% | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.9% | 2.7% | ||
| Q2 24 | 7.0% | 2.8% | ||
| Q1 24 | 6.0% | 2.2% |
现金转化率BURLNTAP
| Q4 25 | 1.37× | 0.42× | ||
| Q3 25 | 1.91× | 2.89× | ||
| Q2 25 | -0.29× | — | ||
| Q1 25 | 2.08× | 1.29× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | 1.38× | ||
| Q2 24 | 0.63× | 2.11× | ||
| Q1 24 | 2.63× | 1.55× |
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
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
