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Burlington Stores, Inc.（BURL）与希悦尔（SEE）财务数据对比。点击上方公司名可切换其他公司
Burlington Stores, Inc.的季度营收约是希悦尔的1.9倍（$2.7B vs $1.4B），Burlington Stores, Inc.净利率更高（3.9% vs 3.1%，领先0.7%），Burlington Stores, Inc.同比增速更快（7.1% vs 2.6%），希悦尔自由现金流更多（$257.7M vs $-109.6M），过去两年希悦尔的营收复合增速更高（2.7% 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。
希悦尔是全球领先的包装与防护解决方案供应商，核心产品包括缓冲防护材料、食品保鲜包装、可持续减废包装系统，服务覆盖电商、零售、食品饮料、工业制造等多个海内外领域。
BURL vs SEE — 直观对比
营收规模更大
BURL
是对方的1.9倍
$1.4B
营收增速更快
BURL
高出4.5%
2.6%
净利率更高
BURL
高出0.7%
3.1%
自由现金流更多
SEE
多$367.3M
$-109.6M
两年增速更快
SEE
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.4B |
| 净利润 | $104.8M | $43.8M |
| 毛利率 | 44.2% | 28.6% |
| 营业利润率 | 5.1% | 11.4% |
| 净利率 | 3.9% | 3.1% |
| 营收同比 | 7.1% | 2.6% |
| 净利润同比 | 15.6% | 700.0% |
| 每股收益（稀释后） | $1.63 | $0.30 |
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BURLSEE
| Q4 25 | $2.7B | $1.4B | ||
| Q3 25 | $2.7B | $1.3B | ||
| Q2 25 | $2.5B | $1.3B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.5B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $3.1B | $1.3B |
净利润BURLSEE
| Q4 25 | $104.8M | $43.8M | ||
| Q3 25 | $94.2M | $255.1M | ||
| Q2 25 | $100.8M | $93.1M | ||
| Q1 25 | $260.8M | $113.5M | ||
| Q4 24 | $90.6M | $-7.3M | ||
| Q3 24 | $73.8M | $91.7M | ||
| Q2 24 | $78.5M | $98.3M | ||
| Q1 24 | $227.5M | $82.0M |
毛利率BURLSEE
| Q4 25 | 44.2% | 28.6% | ||
| Q3 25 | 43.7% | 29.8% | ||
| Q2 25 | 43.8% | 30.7% | ||
| Q1 25 | 42.9% | 30.9% | ||
| Q4 24 | 43.9% | 30.0% | ||
| Q3 24 | 42.8% | 30.1% | ||
| Q2 24 | 43.5% | 31.2% | ||
| Q1 24 | 42.7% | 30.3% |
营业利润率BURLSEE
| Q4 25 | 5.1% | 11.4% | ||
| Q3 25 | 4.7% | 13.8% | ||
| Q2 25 | 5.3% | 15.0% | ||
| Q1 25 | 10.6% | 14.5% | ||
| Q4 24 | 4.7% | 11.7% | ||
| Q3 24 | 4.0% | 13.9% | ||
| Q2 24 | 4.7% | 15.4% | ||
| Q1 24 | 10.0% | 14.0% |
净利率BURLSEE
| Q4 25 | 3.9% | 3.1% | ||
| Q3 25 | 3.5% | 19.0% | ||
| Q2 25 | 4.0% | 7.0% | ||
| Q1 25 | 8.0% | 9.0% | ||
| Q4 24 | 3.6% | -0.5% | ||
| Q3 24 | 3.0% | 6.9% | ||
| Q2 24 | 3.3% | 7.4% | ||
| Q1 24 | 7.3% | 6.2% |
每股收益（稀释后）BURLSEE
| Q4 25 | $1.63 | $0.30 | ||
| Q3 25 | $1.47 | $1.73 | ||
| Q2 25 | $1.58 | $0.63 | ||
| Q1 25 | $4.03 | $0.77 | ||
| Q4 24 | $1.40 | $-0.05 | ||
| Q3 24 | $1.15 | $0.63 | ||
| Q2 24 | $1.22 | $0.67 | ||
| Q1 24 | $3.51 | $0.56 |
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 | $344.0M |
| 总债务越低越好 | $2.0B | $3.3B |
| 股东权益账面价值 | $1.5B | $1.2B |
| 总资产 | $9.6B | $7.0B |
| 负债/权益比越低杠杆越低 | 1.32× | 2.65× |
8季度趋势，按日历期对齐
现金及短期投资BURLSEE
| Q4 25 | $584.1M | $344.0M | ||
| Q3 25 | $747.6M | $282.5M | ||
| Q2 25 | $371.1M | $354.4M | ||
| Q1 25 | $994.7M | $335.2M | ||
| Q4 24 | $857.8M | $371.8M | ||
| Q3 24 | $659.9M | $386.0M | ||
| Q2 24 | $742.3M | $388.6M | ||
| Q1 24 | $925.4M | $352.8M |
总债务BURLSEE
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $2.0B | $4.0B | ||
| Q2 25 | $1.6B | $4.0B | ||
| Q1 25 | $1.5B | $4.2B | ||
| Q4 24 | $1.5B | $4.2B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.2B | $4.4B | ||
| Q1 24 | $1.4B | $4.5B |
股东权益BURLSEE
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $953.1M | ||
| Q1 25 | $1.4B | $797.9M | ||
| Q4 24 | $1.1B | $624.5M | ||
| Q3 24 | $1.1B | $771.2M | ||
| Q2 24 | $1.0B | $650.1M | ||
| Q1 24 | $996.9M | $598.3M |
总资产BURLSEE
| Q4 25 | $9.6B | $7.0B | ||
| Q3 25 | $9.3B | $7.1B | ||
| Q2 25 | $8.5B | $7.2B | ||
| Q1 25 | $8.8B | $7.0B | ||
| Q4 24 | $8.4B | $7.0B | ||
| Q3 24 | $7.8B | $7.3B | ||
| Q2 24 | $7.7B | $7.3B | ||
| Q1 24 | $7.7B | $7.2B |
负债/权益比BURLSEE
| Q4 25 | 1.32× | 2.65× | ||
| Q3 25 | 1.40× | 3.34× | ||
| Q2 25 | 1.21× | 4.18× | ||
| Q1 25 | 1.12× | 5.26× | ||
| Q4 24 | 1.35× | 6.72× | ||
| Q3 24 | 1.15× | 5.62× | ||
| Q2 24 | 1.20× | 6.81× | ||
| Q1 24 | 1.40× | 7.49× |
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 | $293.6M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $257.7M |
| 自由现金流率自由现金流/营收 | -4.1% | 18.5% |
| 资本支出强度资本支出/营收 | 9.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.37× | 6.70× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $458.5M |
8季度趋势，按日历期对齐
经营现金流BURLSEE
| Q4 25 | $143.3M | $293.6M | ||
| Q3 25 | $179.4M | $165.9M | ||
| Q2 25 | $-28.9M | $136.6M | ||
| Q1 25 | $543.2M | $31.9M | ||
| Q4 24 | $110.4M | $244.2M | ||
| Q3 24 | $160.4M | $170.5M | ||
| Q2 24 | $49.4M | $188.2M | ||
| Q1 24 | $598.5M | $125.1M |
自由现金流BURLSEE
| Q4 25 | $-109.6M | $257.7M | ||
| Q3 25 | $-101.0K | $119.6M | ||
| Q2 25 | $-438.6M | $93.2M | ||
| Q1 25 | $189.8M | $-12.0M | ||
| Q4 24 | $-56.2M | $185.1M | ||
| Q3 24 | $-35.2M | $115.2M | ||
| Q2 24 | $-115.5M | $129.5M | ||
| Q1 24 | $410.3M | $78.0M |
自由现金流率BURLSEE
| Q4 25 | -4.1% | 18.5% | ||
| Q3 25 | -0.0% | 8.9% | ||
| Q2 25 | -17.5% | 7.0% | ||
| Q1 25 | 5.8% | -0.9% | ||
| Q4 24 | -2.2% | 13.6% | ||
| Q3 24 | -1.4% | 8.6% | ||
| Q2 24 | -4.9% | 9.7% | ||
| Q1 24 | 13.1% | 5.9% |
资本支出强度BURLSEE
| Q4 25 | 9.3% | 2.6% | ||
| Q3 25 | 6.6% | 3.4% | ||
| Q2 25 | 16.4% | 3.3% | ||
| Q1 25 | 10.8% | 3.5% | ||
| Q4 24 | 6.6% | 4.4% | ||
| Q3 24 | 7.9% | 4.1% | ||
| Q2 24 | 7.0% | 4.4% | ||
| Q1 24 | 6.0% | 3.6% |
现金转化率BURLSEE
| Q4 25 | 1.37× | 6.70× | ||
| Q3 25 | 1.91× | 0.65× | ||
| Q2 25 | -0.29× | 1.47× | ||
| Q1 25 | 2.08× | 0.28× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | 1.86× | ||
| Q2 24 | 0.63× | 1.91× | ||
| Q1 24 | 2.63× | 1.53× |
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
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
