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Burlington Stores, Inc.（BURL）与NVR, Inc.（NVR）财务数据对比。点击上方公司名可切换其他公司
NVR, Inc.的季度营收约是Burlington Stores, Inc.的1.0倍（$2.7B vs $2.7B），NVR, Inc.净利率更高（13.4% vs 3.9%，领先9.5%），Burlington Stores, Inc.同比增速更快（7.1% vs -4.7%），NVR, Inc.自由现金流更多（$436.0M vs $-109.6M），过去两年NVR, Inc.的营收复合增速更高（7.8% 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。
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
BURL vs NVR — 直观对比
营收规模更大
NVR
是对方的1.0倍
$2.7B
营收增速更快
BURL
高出11.8%
-4.7%
净利率更高
NVR
高出9.5%
3.9%
自由现金流更多
NVR
多$545.6M
$-109.6M
两年增速更快
NVR
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.7B |
| 净利润 | $104.8M | $363.8M |
| 毛利率 | 44.2% | — |
| 营业利润率 | 5.1% | — |
| 净利率 | 3.9% | 13.4% |
| 营收同比 | 7.1% | -4.7% |
| 净利润同比 | 15.6% | -20.5% |
| 每股收益（稀释后） | $1.63 | $120.85 |
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BURLNVR
| Q4 25 | $2.7B | $2.7B | ||
| Q3 25 | $2.7B | $2.6B | ||
| Q2 25 | $2.5B | $2.6B | ||
| Q1 25 | $3.3B | $2.4B | ||
| Q4 24 | $2.5B | $2.8B | ||
| Q3 24 | $2.5B | $2.7B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $3.1B | $2.3B |
净利润BURLNVR
| Q4 25 | $104.8M | $363.8M | ||
| Q3 25 | $94.2M | $342.7M | ||
| Q2 25 | $100.8M | $333.7M | ||
| Q1 25 | $260.8M | $299.6M | ||
| Q4 24 | $90.6M | $457.4M | ||
| Q3 24 | $73.8M | $429.3M | ||
| Q2 24 | $78.5M | $400.9M | ||
| Q1 24 | $227.5M | $394.3M |
毛利率BURLNVR
| Q4 25 | 44.2% | — | ||
| Q3 25 | 43.7% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 42.9% | — | ||
| Q4 24 | 43.9% | — | ||
| Q3 24 | 42.8% | — | ||
| Q2 24 | 43.5% | — | ||
| Q1 24 | 42.7% | — |
营业利润率BURLNVR
| Q4 25 | 5.1% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 10.6% | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 10.0% | — |
净利率BURLNVR
| Q4 25 | 3.9% | 13.4% | ||
| Q3 25 | 3.5% | 13.1% | ||
| Q2 25 | 4.0% | 12.8% | ||
| Q1 25 | 8.0% | 12.5% | ||
| Q4 24 | 3.6% | 16.1% | ||
| Q3 24 | 3.0% | 15.7% | ||
| Q2 24 | 3.3% | 15.3% | ||
| Q1 24 | 7.3% | 16.9% |
每股收益（稀释后）BURLNVR
| Q4 25 | $1.63 | $120.85 | ||
| Q3 25 | $1.47 | $112.33 | ||
| Q2 25 | $1.58 | $108.54 | ||
| Q1 25 | $4.03 | $94.83 | ||
| Q4 24 | $1.40 | $139.09 | ||
| Q3 24 | $1.15 | $130.50 | ||
| Q2 24 | $1.22 | $120.69 | ||
| Q1 24 | $3.51 | $116.41 |
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 | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $3.9B |
| 总资产 | $9.6B | $5.9B |
| 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BURLNVR
| Q4 25 | $584.1M | — | ||
| Q3 25 | $747.6M | — | ||
| Q2 25 | $371.1M | — | ||
| Q1 25 | $994.7M | — | ||
| Q4 24 | $857.8M | — | ||
| Q3 24 | $659.9M | — | ||
| Q2 24 | $742.3M | — | ||
| Q1 24 | $925.4M | — |
总债务BURLNVR
| 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BURLNVR
| Q4 25 | $1.5B | $3.9B | ||
| Q3 25 | $1.4B | $4.0B | ||
| Q2 25 | $1.4B | $3.8B | ||
| Q1 25 | $1.4B | $4.0B | ||
| Q4 24 | $1.1B | $4.2B | ||
| Q3 24 | $1.1B | $4.3B | ||
| Q2 24 | $1.0B | $4.1B | ||
| Q1 24 | $996.9M | $4.3B |
总资产BURLNVR
| Q4 25 | $9.6B | $5.9B | ||
| Q3 25 | $9.3B | $6.0B | ||
| Q2 25 | $8.5B | $5.9B | ||
| Q1 25 | $8.8B | $6.2B | ||
| Q4 24 | $8.4B | $6.4B | ||
| Q3 24 | $7.8B | $6.5B | ||
| Q2 24 | $7.7B | $6.4B | ||
| Q1 24 | $7.7B | $6.5B |
负债/权益比BURLNVR
| 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 | $439.7M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $436.0M |
| 自由现金流率自由现金流/营收 | -4.1% | 16.1% |
| 资本支出强度资本支出/营收 | 9.3% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.37× | 1.21× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $1.1B |
8季度趋势，按日历期对齐
经营现金流BURLNVR
| Q4 25 | $143.3M | $439.7M | ||
| Q3 25 | $179.4M | $438.7M | ||
| Q2 25 | $-28.9M | $35.1M | ||
| Q1 25 | $543.2M | $207.8M | ||
| Q4 24 | $110.4M | $637.0M | ||
| Q3 24 | $160.4M | $358.3M | ||
| Q2 24 | $49.4M | $232.7M | ||
| Q1 24 | $598.5M | $146.5M |
自由现金流BURLNVR
| Q4 25 | $-109.6M | $436.0M | ||
| Q3 25 | $-101.0K | $433.3M | ||
| Q2 25 | $-438.6M | $26.8M | ||
| Q1 25 | $189.8M | $200.7M | ||
| Q4 24 | $-56.2M | $631.5M | ||
| Q3 24 | $-35.2M | $350.1M | ||
| Q2 24 | $-115.5M | $226.3M | ||
| Q1 24 | $410.3M | $137.5M |
自由现金流率BURLNVR
| Q4 25 | -4.1% | 16.1% | ||
| Q3 25 | -0.0% | 16.6% | ||
| Q2 25 | -17.5% | 1.0% | ||
| Q1 25 | 5.8% | 8.4% | ||
| Q4 24 | -2.2% | 22.2% | ||
| Q3 24 | -1.4% | 12.8% | ||
| Q2 24 | -4.9% | 8.7% | ||
| Q1 24 | 13.1% | 5.9% |
资本支出强度BURLNVR
| Q4 25 | 9.3% | 0.1% | ||
| Q3 25 | 6.6% | 0.2% | ||
| Q2 25 | 16.4% | 0.3% | ||
| Q1 25 | 10.8% | 0.3% | ||
| Q4 24 | 6.6% | 0.2% | ||
| Q3 24 | 7.9% | 0.3% | ||
| Q2 24 | 7.0% | 0.2% | ||
| Q1 24 | 6.0% | 0.4% |
现金转化率BURLNVR
| Q4 25 | 1.37× | 1.21× | ||
| Q3 25 | 1.91× | 1.28× | ||
| Q2 25 | -0.29× | 0.11× | ||
| Q1 25 | 2.08× | 0.69× | ||
| Q4 24 | 1.22× | 1.39× | ||
| Q3 24 | 2.18× | 0.83× | ||
| Q2 24 | 0.63× | 0.58× | ||
| Q1 24 | 2.63× | 0.37× |
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
NVR
| Home Building Segment | $2.6B | 97% |
| Mortgage Banking Segment | $77.4M | 3% |
