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Burlington Stores, Inc.（BURL）与Taylor Morrison Home Corp（TMHC）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Taylor Morrison Home Corp的2.0倍（$2.7B vs $1.4B），Taylor Morrison Home Corp净利率更高（7.1% vs 3.9%，领先3.2%），Burlington Stores, Inc.同比增速更快（7.1% vs -26.8%），过去两年Burlington Stores, Inc.的营收复合增速更高（-6.9% vs -16.5%）
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。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
BURL vs TMHC — 直观对比
营收规模更大
BURL
是对方的2.0倍
$1.4B
营收增速更快
BURL
高出34.0%
-26.8%
净利率更高
TMHC
高出3.2%
3.9%
两年增速更快
BURL
近两年复合增速
-16.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.4B |
| 净利润 | $104.8M | $98.6M |
| 毛利率 | 44.2% | 21.0% |
| 营业利润率 | 5.1% | — |
| 净利率 | 3.9% | 7.1% |
| 营收同比 | 7.1% | -26.8% |
| 净利润同比 | 15.6% | -53.8% |
| 每股收益（稀释后） | $1.63 | $1.12 |
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BURLTMHC
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.7B | $2.1B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B |
净利润BURLTMHC
| Q1 26 | — | $98.6M | ||
| Q4 25 | $104.8M | $174.0M | ||
| Q3 25 | $94.2M | $201.4M | ||
| Q2 25 | $100.8M | $193.6M | ||
| Q1 25 | $260.8M | $213.5M | ||
| Q4 24 | $90.6M | $242.5M | ||
| Q3 24 | $73.8M | $251.1M | ||
| Q2 24 | $78.5M | $199.5M |
毛利率BURLTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 44.2% | 22.0% | ||
| Q3 25 | 43.7% | 22.7% | ||
| Q2 25 | 43.8% | 23.0% | ||
| Q1 25 | 42.9% | 24.4% | ||
| Q4 24 | 43.9% | 23.9% | ||
| Q3 24 | 42.8% | 25.0% | ||
| Q2 24 | 43.5% | 23.7% |
营业利润率BURLTMHC
| Q1 26 | — | — | ||
| 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% | — |
净利率BURLTMHC
| Q1 26 | — | 7.1% | ||
| Q4 25 | 3.9% | 8.3% | ||
| Q3 25 | 3.5% | 9.6% | ||
| Q2 25 | 4.0% | 9.5% | ||
| Q1 25 | 8.0% | 11.3% | ||
| Q4 24 | 3.6% | 10.3% | ||
| Q3 24 | 3.0% | 11.8% | ||
| Q2 24 | 3.3% | 10.0% |
每股收益（稀释后）BURLTMHC
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.63 | $1.77 | ||
| Q3 25 | $1.47 | $2.01 | ||
| Q2 25 | $1.58 | $1.92 | ||
| Q1 25 | $4.03 | $2.07 | ||
| Q4 24 | $1.40 | $2.29 | ||
| Q3 24 | $1.15 | $2.37 | ||
| Q2 24 | $1.22 | $1.86 |
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 | $652.9M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $6.2B |
| 总资产 | $9.6B | $9.8B |
| 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BURLTMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | $584.1M | $850.0M | ||
| Q3 25 | $747.6M | $370.6M | ||
| Q2 25 | $371.1M | $130.2M | ||
| Q1 25 | $994.7M | $377.8M | ||
| Q4 24 | $857.8M | $487.2M | ||
| Q3 24 | $659.9M | $256.4M | ||
| Q2 24 | $742.3M | $246.8M |
总债务BURLTMHC
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.2B |
股东权益BURLTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.5B | $6.3B | ||
| Q3 25 | $1.4B | $6.2B | ||
| Q2 25 | $1.4B | $6.1B | ||
| Q1 25 | $1.4B | $6.0B | ||
| Q4 24 | $1.1B | $5.9B | ||
| Q3 24 | $1.1B | $5.7B | ||
| Q2 24 | $1.0B | $5.5B |
总资产BURLTMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $9.6B | $9.8B | ||
| Q3 25 | $9.3B | $9.6B | ||
| Q2 25 | $8.5B | $9.5B | ||
| Q1 25 | $8.8B | $9.4B | ||
| Q4 24 | $8.4B | $9.3B | ||
| Q3 24 | $7.8B | $9.3B | ||
| Q2 24 | $7.7B | $9.1B |
负债/权益比BURLTMHC
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 0.36× | ||
| Q3 25 | 1.40× | 0.35× | ||
| Q2 25 | 1.21× | 0.35× | ||
| Q1 25 | 1.12× | 0.35× | ||
| Q4 24 | 1.35× | 0.36× | ||
| Q3 24 | 1.15× | 0.37× | ||
| Q2 24 | 1.20× | 0.39× |
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BURLTMHC
| Q1 26 | — | — | ||
| Q4 25 | $143.3M | $646.4M | ||
| Q3 25 | $179.4M | $219.6M | ||
| Q2 25 | $-28.9M | $-126.0M | ||
| Q1 25 | $543.2M | $77.2M | ||
| Q4 24 | $110.4M | $438.2M | ||
| Q3 24 | $160.4M | $135.9M | ||
| Q2 24 | $49.4M | $-233.3M |
自由现金流BURLTMHC
| Q1 26 | — | — | ||
| Q4 25 | $-109.6M | $635.3M | ||
| Q3 25 | $-101.0K | $206.6M | ||
| Q2 25 | $-438.6M | $-133.6M | ||
| Q1 25 | $189.8M | $68.7M | ||
| Q4 24 | $-56.2M | $428.2M | ||
| Q3 24 | $-35.2M | $127.1M | ||
| Q2 24 | $-115.5M | $-241.7M |
自由现金流率BURLTMHC
| Q1 26 | — | — | ||
| Q4 25 | -4.1% | 30.3% | ||
| Q3 25 | -0.0% | 9.9% | ||
| Q2 25 | -17.5% | -6.6% | ||
| Q1 25 | 5.8% | 3.6% | ||
| Q4 24 | -2.2% | 18.2% | ||
| Q3 24 | -1.4% | 6.0% | ||
| Q2 24 | -4.9% | -12.1% |
资本支出强度BURLTMHC
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 0.5% | ||
| Q3 25 | 6.6% | 0.6% | ||
| Q2 25 | 16.4% | 0.4% | ||
| Q1 25 | 10.8% | 0.4% | ||
| Q4 24 | 6.6% | 0.4% | ||
| Q3 24 | 7.9% | 0.4% | ||
| Q2 24 | 7.0% | 0.4% |
现金转化率BURLTMHC
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 3.71× | ||
| Q3 25 | 1.91× | 1.09× | ||
| Q2 25 | -0.29× | -0.65× | ||
| Q1 25 | 2.08× | 0.36× | ||
| Q4 24 | 1.22× | 1.81× | ||
| Q3 24 | 2.18× | 0.54× | ||
| Q2 24 | 0.63× | -1.17× |
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
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
