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Burlington Stores, Inc.（BURL）与史密斯菲尔德食品（SFD）财务数据对比。点击上方公司名可切换其他公司
史密斯菲尔德食品的季度营收约是Burlington Stores, Inc.的1.4倍（$3.8B vs $2.7B），史密斯菲尔德食品净利率更高（6.6% vs 3.9%，领先2.7%），Burlington Stores, Inc.同比增速更快（7.1% vs 0.8%），过去两年史密斯菲尔德食品的营收复合增速更高（6.8% 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。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
BURL vs SFD — 直观对比
营收规模更大
SFD
是对方的1.4倍
$2.7B
营收增速更快
BURL
高出6.3%
0.8%
净利率更高
SFD
高出2.7%
3.9%
两年增速更快
SFD
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.8B |
| 净利润 | $104.8M | $249.0M |
| 毛利率 | 44.2% | 13.4% |
| 营业利润率 | 5.1% | 8.8% |
| 净利率 | 3.9% | 6.6% |
| 营收同比 | 7.1% | 0.8% |
| 净利润同比 | 15.6% | 9.8% |
| 每股收益（稀释后） | $1.63 | — |
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BURLSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.7B | $4.2B | ||
| Q3 25 | $2.7B | $3.7B | ||
| Q2 25 | $2.5B | $3.8B | ||
| Q1 25 | $3.3B | $3.8B | ||
| Q4 24 | $2.5B | $4.0B | ||
| Q3 24 | $2.5B | $3.3B | ||
| Q2 24 | $2.4B | — |
净利润BURLSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $104.8M | $327.0M | ||
| Q3 25 | $94.2M | $248.0M | ||
| Q2 25 | $100.8M | $188.0M | ||
| Q1 25 | $260.8M | $224.0M | ||
| Q4 24 | $90.6M | $205.0M | ||
| Q3 24 | $73.8M | $291.0M | ||
| Q2 24 | $78.5M | — |
毛利率BURLSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 44.2% | 14.2% | ||
| Q3 25 | 43.7% | 12.8% | ||
| Q2 25 | 43.8% | 13.2% | ||
| Q1 25 | 42.9% | 13.5% | ||
| Q4 24 | 43.9% | 13.5% | ||
| Q3 24 | 42.8% | 14.3% | ||
| Q2 24 | 43.5% | — |
营业利润率BURLSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 5.1% | 9.5% | ||
| Q3 25 | 4.7% | 8.3% | ||
| Q2 25 | 5.3% | 6.9% | ||
| Q1 25 | 10.6% | 8.5% | ||
| Q4 24 | 4.7% | 8.5% | ||
| Q3 24 | 4.0% | 8.5% | ||
| Q2 24 | 4.7% | — |
净利率BURLSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 3.9% | 7.7% | ||
| Q3 25 | 3.5% | 6.6% | ||
| Q2 25 | 4.0% | 5.0% | ||
| Q1 25 | 8.0% | 5.9% | ||
| Q4 24 | 3.6% | 5.2% | ||
| Q3 24 | 3.0% | 8.7% | ||
| Q2 24 | 3.3% | — |
每股收益（稀释后）BURLSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.63 | $0.83 | ||
| Q3 25 | $1.47 | $0.63 | ||
| Q2 25 | $1.58 | $0.48 | ||
| Q1 25 | $4.03 | $0.57 | ||
| Q4 24 | $1.40 | $0.54 | ||
| Q3 24 | $1.15 | $0.77 | ||
| Q2 24 | $1.22 | — |
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 | $1.4B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $6.9B |
| 总资产 | $9.6B | $12.0B |
| 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BURLSFD
| Q1 26 | — | $1.4B | ||
| 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 | — |
总债务BURLSFD
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
股东权益BURLSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $1.5B | $6.8B | ||
| Q3 25 | $1.4B | $6.5B | ||
| Q2 25 | $1.4B | $6.3B | ||
| Q1 25 | $1.4B | $6.2B | ||
| Q4 24 | $1.1B | $5.8B | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.0B | — |
总资产BURLSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $9.6B | $12.2B | ||
| Q3 25 | $9.3B | $11.5B | ||
| Q2 25 | $8.5B | $11.2B | ||
| Q1 25 | $8.8B | $11.1B | ||
| Q4 24 | $8.4B | $11.1B | ||
| Q3 24 | $7.8B | — | ||
| Q2 24 | $7.7B | — |
负债/权益比BURLSFD
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 0.29× | ||
| Q3 25 | 1.40× | 0.31× | ||
| Q2 25 | 1.21× | 0.32× | ||
| Q1 25 | 1.12× | 0.32× | ||
| Q4 24 | 1.35× | 0.34× | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.20× | — |
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% | 2.3% |
| 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BURLSFD
| Q1 26 | — | — | ||
| Q4 25 | $143.3M | $938.0M | ||
| Q3 25 | $179.4M | $13.0M | ||
| Q2 25 | $-28.9M | $274.0M | ||
| Q1 25 | $543.2M | $-166.0M | ||
| Q4 24 | $110.4M | — | ||
| Q3 24 | $160.4M | — | ||
| Q2 24 | $49.4M | — |
自由现金流BURLSFD
| Q1 26 | — | — | ||
| Q4 25 | $-109.6M | $842.0M | ||
| Q3 25 | $-101.0K | $-75.0M | ||
| Q2 25 | $-438.6M | $196.0M | ||
| Q1 25 | $189.8M | $-245.0M | ||
| Q4 24 | $-56.2M | — | ||
| Q3 24 | $-35.2M | — | ||
| Q2 24 | $-115.5M | — |
自由现金流率BURLSFD
| Q1 26 | — | — | ||
| Q4 25 | -4.1% | 19.9% | ||
| Q3 25 | -0.0% | -2.0% | ||
| Q2 25 | -17.5% | 5.2% | ||
| Q1 25 | 5.8% | -6.5% | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.4% | — | ||
| Q2 24 | -4.9% | — |
资本支出强度BURLSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 9.3% | 2.3% | ||
| Q3 25 | 6.6% | 2.3% | ||
| Q2 25 | 16.4% | 2.1% | ||
| Q1 25 | 10.8% | 2.1% | ||
| Q4 24 | 6.6% | 2.1% | ||
| Q3 24 | 7.9% | 2.8% | ||
| Q2 24 | 7.0% | — |
现金转化率BURLSFD
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 2.87× | ||
| Q3 25 | 1.91× | 0.05× | ||
| Q2 25 | -0.29× | 1.46× | ||
| Q1 25 | 2.08× | -0.74× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 0.63× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
