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Burlington Stores, Inc.（BURL）与安森美半导体（ON）财务数据对比。点击上方公司名可切换其他公司
Burlington Stores, Inc.的季度营收约是安森美半导体的1.7倍（$2.7B vs $1.6B），安森美半导体净利率更高（16.4% vs 3.9%，领先12.6%），Burlington Stores, Inc.同比增速更快（7.1% vs -10.0%），安森美半导体自由现金流更多（$372.4M vs $-109.6M），过去两年Burlington Stores, Inc.的营收复合增速更高（-6.9% vs -12.3%）
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。
安森美半导体旗下原仙童半导体是总部位于美国加利福尼亚州圣何塞的半导体企业，1957年由从肖克利半导体实验室离职的“八叛逆”创立，是晶体管和集成电路制造领域的先驱，曾历经多次股权变更，1997年再度独立运营后并入安森美。
BURL vs ON — 直观对比
营收规模更大
BURL
是对方的1.7倍
$1.6B
营收增速更快
BURL
高出17.1%
-10.0%
净利率更高
ON
高出12.6%
3.9%
自由现金流更多
ON
多$482.0M
$-109.6M
两年增速更快
BURL
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.6B |
| 净利润 | $104.8M | $255.0M |
| 毛利率 | 44.2% | 37.9% |
| 营业利润率 | 5.1% | 17.0% |
| 净利率 | 3.9% | 16.4% |
| 营收同比 | 7.1% | -10.0% |
| 净利润同比 | 15.6% | -32.9% |
| 每股收益（稀释后） | $1.63 | $0.63 |
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BURLON
| Q4 25 | $2.7B | $1.6B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.5B | $1.4B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.5B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $3.1B | $1.9B |
净利润BURLON
| Q4 25 | $104.8M | $255.0M | ||
| Q3 25 | $94.2M | $170.3M | ||
| Q2 25 | $100.8M | $-486.1M | ||
| Q1 25 | $260.8M | — | ||
| Q4 24 | $90.6M | $379.9M | ||
| Q3 24 | $73.8M | $401.7M | ||
| Q2 24 | $78.5M | $338.2M | ||
| Q1 24 | $227.5M | $453.0M |
毛利率BURLON
| Q4 25 | 44.2% | 37.9% | ||
| Q3 25 | 43.7% | 37.6% | ||
| Q2 25 | 43.8% | 20.3% | ||
| Q1 25 | 42.9% | — | ||
| Q4 24 | 43.9% | 45.2% | ||
| Q3 24 | 42.8% | 45.4% | ||
| Q2 24 | 43.5% | 45.2% | ||
| Q1 24 | 42.7% | 45.8% |
营业利润率BURLON
| Q4 25 | 5.1% | 17.0% | ||
| Q3 25 | 4.7% | 13.2% | ||
| Q2 25 | 5.3% | -39.7% | ||
| Q1 25 | 10.6% | — | ||
| Q4 24 | 4.7% | 23.7% | ||
| Q3 24 | 4.0% | 25.3% | ||
| Q2 24 | 4.7% | 22.4% | ||
| Q1 24 | 10.0% | 28.2% |
净利率BURLON
| Q4 25 | 3.9% | 16.4% | ||
| Q3 25 | 3.5% | 11.6% | ||
| Q2 25 | 4.0% | -33.6% | ||
| Q1 25 | 8.0% | — | ||
| Q4 24 | 3.6% | 22.1% | ||
| Q3 24 | 3.0% | 22.8% | ||
| Q2 24 | 3.3% | 19.5% | ||
| Q1 24 | 7.3% | 24.3% |
每股收益（稀释后）BURLON
| Q4 25 | $1.63 | $0.63 | ||
| Q3 25 | $1.47 | $0.41 | ||
| Q2 25 | $1.58 | $-1.15 | ||
| Q1 25 | $4.03 | — | ||
| Q4 24 | $1.40 | $0.88 | ||
| Q3 24 | $1.15 | $0.93 | ||
| Q2 24 | $1.22 | $0.78 | ||
| Q1 24 | $3.51 | $1.04 |
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 | $2.9B |
| 总债务越低越好 | $2.0B | $3.4B |
| 股东权益账面价值 | $1.5B | $7.9B |
| 总资产 | $9.6B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.32× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资BURLON
| Q4 25 | $584.1M | $2.9B | ||
| Q3 25 | $747.6M | $2.8B | ||
| Q2 25 | $371.1M | $3.0B | ||
| Q1 25 | $994.7M | — | ||
| Q4 24 | $857.8M | $3.0B | ||
| Q3 24 | $659.9M | $2.8B | ||
| Q2 24 | $742.3M | $2.7B | ||
| Q1 24 | $925.4M | $2.6B |
总债务BURLON
| Q4 25 | $2.0B | $3.4B | ||
| Q3 25 | $2.0B | $3.4B | ||
| Q2 25 | $1.6B | $3.4B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $3.4B | ||
| Q3 24 | $1.2B | $3.4B | ||
| Q2 24 | $1.2B | $3.4B | ||
| Q1 24 | $1.4B | $3.4B |
股东权益BURLON
| Q4 25 | $1.5B | $7.9B | ||
| Q3 25 | $1.4B | $7.9B | ||
| Q2 25 | $1.4B | $8.0B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.1B | $8.8B | ||
| Q3 24 | $1.1B | $8.6B | ||
| Q2 24 | $1.0B | $8.3B | ||
| Q1 24 | $996.9M | $8.1B |
总资产BURLON
| Q4 25 | $9.6B | $13.0B | ||
| Q3 25 | $9.3B | $13.1B | ||
| Q2 25 | $8.5B | $13.3B | ||
| Q1 25 | $8.8B | — | ||
| Q4 24 | $8.4B | $14.1B | ||
| Q3 24 | $7.8B | $13.9B | ||
| Q2 24 | $7.7B | $13.7B | ||
| Q1 24 | $7.7B | $13.5B |
负债/权益比BURLON
| Q4 25 | 1.32× | 0.43× | ||
| Q3 25 | 1.40× | 0.43× | ||
| Q2 25 | 1.21× | 0.42× | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 1.35× | 0.38× | ||
| Q3 24 | 1.15× | 0.39× | ||
| Q2 24 | 1.20× | 0.41× | ||
| Q1 24 | 1.40× | 0.42× |
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 | $418.7M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $372.4M |
| 自由现金流率自由现金流/营收 | -4.1% | 24.0% |
| 资本支出强度资本支出/营收 | 9.3% | 3.0% |
| 现金转化率经营现金流/净利润 | 1.37× | 1.64× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $1.4B |
8季度趋势，按日历期对齐
经营现金流BURLON
| Q4 25 | $143.3M | $418.7M | ||
| Q3 25 | $179.4M | $184.3M | ||
| Q2 25 | $-28.9M | $602.3M | ||
| Q1 25 | $543.2M | — | ||
| Q4 24 | $110.4M | $579.7M | ||
| Q3 24 | $160.4M | $465.8M | ||
| Q2 24 | $49.4M | $362.2M | ||
| Q1 24 | $598.5M | $498.7M |
自由现金流BURLON
| Q4 25 | $-109.6M | $372.4M | ||
| Q3 25 | $-101.0K | $106.1M | ||
| Q2 25 | $-438.6M | $454.7M | ||
| Q1 25 | $189.8M | — | ||
| Q4 24 | $-56.2M | $434.8M | ||
| Q3 24 | $-35.2M | $293.6M | ||
| Q2 24 | $-115.5M | $207.7M | ||
| Q1 24 | $410.3M | $276.3M |
自由现金流率BURLON
| Q4 25 | -4.1% | 24.0% | ||
| Q3 25 | -0.0% | 7.2% | ||
| Q2 25 | -17.5% | 31.5% | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | -2.2% | 25.2% | ||
| Q3 24 | -1.4% | 16.7% | ||
| Q2 24 | -4.9% | 12.0% | ||
| Q1 24 | 13.1% | 14.8% |
资本支出强度BURLON
| Q4 25 | 9.3% | 3.0% | ||
| Q3 25 | 6.6% | 5.3% | ||
| Q2 25 | 16.4% | 10.2% | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 6.6% | 8.4% | ||
| Q3 24 | 7.9% | 9.8% | ||
| Q2 24 | 7.0% | 8.9% | ||
| Q1 24 | 6.0% | 11.9% |
现金转化率BURLON
| Q4 25 | 1.37× | 1.64× | ||
| Q3 25 | 1.91× | 1.08× | ||
| Q2 25 | -0.29× | — | ||
| Q1 25 | 2.08× | — | ||
| Q4 24 | 1.22× | 1.53× | ||
| Q3 24 | 2.18× | 1.16× | ||
| Q2 24 | 0.63× | 1.07× | ||
| Q1 24 | 2.63× | 1.10× |
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
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
