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Burlington Stores, Inc.（BURL）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.2倍（$2.7B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.9%，领先19.6%），Burlington Stores, Inc.同比增速更快（7.1% vs -36.8%），过去两年Burlington Stores, Inc.的营收复合增速更高（-6.9% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
BURL vs RNR — 直观对比
营收规模更大
BURL
是对方的1.2倍
$2.2B
营收增速更快
BURL
高出43.9%
-36.8%
净利率更高
RNR
高出19.6%
3.9%
两年增速更快
BURL
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.2B |
| 净利润 | $104.8M | $515.8M |
| 毛利率 | 44.2% | — |
| 营业利润率 | 5.1% | — |
| 净利率 | 3.9% | 23.5% |
| 营收同比 | 7.1% | -36.8% |
| 净利润同比 | 15.6% | 72.6% |
| 每股收益（稀释后） | $1.63 | $6.57 |
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BURLRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.7B | $3.0B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.5B | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
净利润BURLRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $104.8M | $760.5M | ||
| Q3 25 | $94.2M | $916.5M | ||
| Q2 25 | $100.8M | $835.4M | ||
| Q1 25 | $260.8M | $170.0M | ||
| Q4 24 | $90.6M | $-189.7M | ||
| Q3 24 | $73.8M | $1.2B | ||
| Q2 24 | $78.5M | $503.9M |
毛利率BURLRNR
| Q1 26 | — | — | ||
| 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% | — |
营业利润率BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 42.5% | ||
| Q3 25 | 4.7% | 46.3% | ||
| Q2 25 | 5.3% | 41.8% | ||
| Q1 25 | 10.6% | -2.0% | ||
| Q4 24 | 4.7% | -3.6% | ||
| Q3 24 | 4.0% | 43.7% | ||
| Q2 24 | 4.7% | 25.0% |
净利率BURLRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 3.9% | 25.6% | ||
| Q3 25 | 3.5% | 28.7% | ||
| Q2 25 | 4.0% | 26.1% | ||
| Q1 25 | 8.0% | 4.9% | ||
| Q4 24 | 3.6% | -8.3% | ||
| Q3 24 | 3.0% | 29.8% | ||
| Q2 24 | 3.3% | 17.8% |
每股收益（稀释后）BURLRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.63 | $16.16 | ||
| Q3 25 | $1.47 | $19.40 | ||
| Q2 25 | $1.58 | $17.20 | ||
| Q1 25 | $4.03 | $3.27 | ||
| Q4 24 | $1.40 | $-3.76 | ||
| Q3 24 | $1.15 | $22.62 | ||
| Q2 24 | $1.22 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $4.3B |
| 总资产 | $9.6B | $53.7B |
| 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BURLRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $584.1M | $1.7B | ||
| Q3 25 | $747.6M | $1.7B | ||
| Q2 25 | $371.1M | $1.4B | ||
| Q1 25 | $994.7M | $1.6B | ||
| Q4 24 | $857.8M | $1.7B | ||
| Q3 24 | $659.9M | $1.6B | ||
| Q2 24 | $742.3M | $1.6B |
总债务BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $1.6B | $2.3B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.2B | $2.0B |
股东权益BURLRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.5B | $11.6B | ||
| Q3 25 | $1.4B | $11.5B | ||
| Q2 25 | $1.4B | $10.8B | ||
| Q1 25 | $1.4B | $10.3B | ||
| Q4 24 | $1.1B | $10.6B | ||
| Q3 24 | $1.1B | $11.2B | ||
| Q2 24 | $1.0B | $10.2B |
总资产BURLRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $9.6B | $53.8B | ||
| Q3 25 | $9.3B | $54.5B | ||
| Q2 25 | $8.5B | $54.7B | ||
| Q1 25 | $8.8B | $53.6B | ||
| Q4 24 | $8.4B | $50.7B | ||
| Q3 24 | $7.8B | $52.8B | ||
| Q2 24 | $7.7B | $51.6B |
负债/权益比BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 0.20× | ||
| Q3 25 | 1.40× | 0.19× | ||
| Q2 25 | 1.21× | 0.21× | ||
| Q1 25 | 1.12× | 0.27× | ||
| Q4 24 | 1.35× | 0.18× | ||
| Q3 24 | 1.15× | 0.17× | ||
| Q2 24 | 1.20× | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | — |
| 自由现金流率自由现金流/营收 | -4.1% | — |
| 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× | — |
| 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BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | $143.3M | $483.0M | ||
| Q3 25 | $179.4M | $1.6B | ||
| Q2 25 | $-28.9M | $1.5B | ||
| Q1 25 | $543.2M | $157.8M | ||
| Q4 24 | $110.4M | $778.9M | ||
| Q3 24 | $160.4M | $1.5B | ||
| Q2 24 | $49.4M | $1.2B |
自由现金流BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | $-109.6M | — | ||
| Q3 25 | $-101.0K | — | ||
| Q2 25 | $-438.6M | — | ||
| Q1 25 | $189.8M | — | ||
| Q4 24 | $-56.2M | — | ||
| Q3 24 | $-35.2M | — | ||
| Q2 24 | $-115.5M | — |
自由现金流率BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | -4.1% | — | ||
| Q3 25 | -0.0% | — | ||
| Q2 25 | -17.5% | — | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.4% | — | ||
| Q2 24 | -4.9% | — |
资本支出强度BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 16.4% | — | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | 7.0% | — |
现金转化率BURLRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 0.64× | ||
| Q3 25 | 1.91× | 1.73× | ||
| Q2 25 | -0.29× | 1.76× | ||
| Q1 25 | 2.08× | 0.93× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | 1.26× | ||
| Q2 24 | 0.63× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
