vs
Burlington Stores, Inc.（BURL）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
福泰制药的季度营收约是Burlington Stores, Inc.的1.2倍（$3.2B vs $2.7B），福泰制药净利率更高（37.3% vs 3.9%，领先33.5%），福泰制药同比增速更快（9.5% vs 7.1%），福泰制药自由现金流更多（$348.6M vs $-109.6M），过去两年福泰制药的营收复合增速更高（8.9% 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。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
BURL vs VRTX — 直观对比
营收规模更大
VRTX
是对方的1.2倍
$2.7B
营收增速更快
VRTX
高出2.4%
7.1%
净利率更高
VRTX
高出33.5%
3.9%
自由现金流更多
VRTX
多$458.2M
$-109.6M
两年增速更快
VRTX
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.2B |
| 净利润 | $104.8M | $1.2B |
| 毛利率 | 44.2% | 85.4% |
| 营业利润率 | 5.1% | 37.8% |
| 净利率 | 3.9% | 37.3% |
| 营收同比 | 7.1% | 9.5% |
| 净利润同比 | 15.6% | 30.5% |
| 每股收益（稀释后） | $1.63 | $4.64 |
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BURLVRTX
| Q4 25 | $2.7B | $3.2B | ||
| Q3 25 | $2.7B | $3.1B | ||
| Q2 25 | $2.5B | $3.0B | ||
| Q1 25 | $3.3B | $2.8B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.5B | $2.8B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $3.1B | $2.7B |
净利润BURLVRTX
| Q4 25 | $104.8M | $1.2B | ||
| Q3 25 | $94.2M | $1.1B | ||
| Q2 25 | $100.8M | $1.0B | ||
| Q1 25 | $260.8M | $646.3M | ||
| Q4 24 | $90.6M | $913.0M | ||
| Q3 24 | $73.8M | $1.0B | ||
| Q2 24 | $78.5M | $-3.6B | ||
| Q1 24 | $227.5M | $1.1B |
毛利率BURLVRTX
| Q4 25 | 44.2% | 85.4% | ||
| Q3 25 | 43.7% | 86.5% | ||
| Q2 25 | 43.8% | 86.3% | ||
| Q1 25 | 42.9% | 86.9% | ||
| Q4 24 | 43.9% | 85.5% | ||
| Q3 24 | 42.8% | 85.8% | ||
| Q2 24 | 43.5% | 85.9% | ||
| Q1 24 | 42.7% | 87.3% |
营业利润率BURLVRTX
| Q4 25 | 5.1% | 37.8% | ||
| Q3 25 | 4.7% | 38.6% | ||
| Q2 25 | 5.3% | 38.8% | ||
| Q1 25 | 10.6% | 22.7% | ||
| Q4 24 | 4.7% | 35.2% | ||
| Q3 24 | 4.0% | 40.3% | ||
| Q2 24 | 4.7% | -132.9% | ||
| Q1 24 | 10.0% | 42.4% |
净利率BURLVRTX
| Q4 25 | 3.9% | 37.3% | ||
| Q3 25 | 3.5% | 35.2% | ||
| Q2 25 | 4.0% | 34.8% | ||
| Q1 25 | 8.0% | 23.3% | ||
| Q4 24 | 3.6% | 31.4% | ||
| Q3 24 | 3.0% | 37.7% | ||
| Q2 24 | 3.3% | -135.8% | ||
| Q1 24 | 7.3% | 40.9% |
每股收益（稀释后）BURLVRTX
| Q4 25 | $1.63 | $4.64 | ||
| Q3 25 | $1.47 | $4.20 | ||
| Q2 25 | $1.58 | $3.99 | ||
| Q1 25 | $4.03 | $2.49 | ||
| Q4 24 | $1.40 | $3.62 | ||
| Q3 24 | $1.15 | $4.01 | ||
| Q2 24 | $1.22 | $-13.92 | ||
| Q1 24 | $3.51 | $4.21 |
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 | $6.6B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $18.7B |
| 总资产 | $9.6B | $25.6B |
| 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BURLVRTX
| Q4 25 | $584.1M | $6.6B | ||
| Q3 25 | $747.6M | $6.3B | ||
| Q2 25 | $371.1M | $6.4B | ||
| Q1 25 | $994.7M | $6.2B | ||
| Q4 24 | $857.8M | $6.1B | ||
| Q3 24 | $659.9M | $6.5B | ||
| Q2 24 | $742.3M | $5.8B | ||
| Q1 24 | $925.4M | $10.2B |
总债务BURLVRTX
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.4B | — |
股东权益BURLVRTX
| Q4 25 | $1.5B | $18.7B | ||
| Q3 25 | $1.4B | $17.3B | ||
| Q2 25 | $1.4B | $17.2B | ||
| Q1 25 | $1.4B | $16.5B | ||
| Q4 24 | $1.1B | $16.4B | ||
| Q3 24 | $1.1B | $15.6B | ||
| Q2 24 | $1.0B | $14.8B | ||
| Q1 24 | $996.9M | $18.5B |
总资产BURLVRTX
| Q4 25 | $9.6B | $25.6B | ||
| Q3 25 | $9.3B | $24.9B | ||
| Q2 25 | $8.5B | $24.0B | ||
| Q1 25 | $8.8B | $22.9B | ||
| Q4 24 | $8.4B | $22.5B | ||
| Q3 24 | $7.8B | $22.2B | ||
| Q2 24 | $7.7B | $20.1B | ||
| Q1 24 | $7.7B | $23.9B |
负债/权益比BURLVRTX
| Q4 25 | 1.32× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | 1.21× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 1.35× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.40× | — |
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 | $498.0M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $348.6M |
| 自由现金流率自由现金流/营收 | -4.1% | 10.9% |
| 资本支出强度资本支出/营收 | 9.3% | 4.7% |
| 现金转化率经营现金流/净利润 | 1.37× | 0.42× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $3.2B |
8季度趋势，按日历期对齐
经营现金流BURLVRTX
| Q4 25 | $143.3M | $498.0M | ||
| Q3 25 | $179.4M | $1.2B | ||
| Q2 25 | $-28.9M | $1.1B | ||
| Q1 25 | $543.2M | $818.9M | ||
| Q4 24 | $110.4M | $584.6M | ||
| Q3 24 | $160.4M | $1.4B | ||
| Q2 24 | $49.4M | $-3.8B | ||
| Q1 24 | $598.5M | $1.3B |
自由现金流BURLVRTX
| Q4 25 | $-109.6M | $348.6M | ||
| Q3 25 | $-101.0K | $1.1B | ||
| Q2 25 | $-438.6M | $927.4M | ||
| Q1 25 | $189.8M | $778.2M | ||
| Q4 24 | $-56.2M | $492.0M | ||
| Q3 24 | $-35.2M | $1.3B | ||
| Q2 24 | $-115.5M | $-3.8B | ||
| Q1 24 | $410.3M | $1.2B |
自由现金流率BURLVRTX
| Q4 25 | -4.1% | 10.9% | ||
| Q3 25 | -0.0% | 37.0% | ||
| Q2 25 | -17.5% | 31.3% | ||
| Q1 25 | 5.8% | 28.1% | ||
| Q4 24 | -2.2% | 16.9% | ||
| Q3 24 | -1.4% | 47.0% | ||
| Q2 24 | -4.9% | -144.5% | ||
| Q1 24 | 13.1% | 46.0% |
资本支出强度BURLVRTX
| Q4 25 | 9.3% | 4.7% | ||
| Q3 25 | 6.6% | 3.3% | ||
| Q2 25 | 16.4% | 4.9% | ||
| Q1 25 | 10.8% | 1.5% | ||
| Q4 24 | 6.6% | 3.2% | ||
| Q3 24 | 7.9% | 2.4% | ||
| Q2 24 | 7.0% | 2.6% | ||
| Q1 24 | 6.0% | 2.5% |
现金转化率BURLVRTX
| Q4 25 | 1.37× | 0.42× | ||
| Q3 25 | 1.91× | 1.15× | ||
| Q2 25 | -0.29× | 1.04× | ||
| Q1 25 | 2.08× | 1.27× | ||
| Q4 24 | 1.22× | 0.64× | ||
| Q3 24 | 2.18× | 1.31× | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 2.63× | 1.19× |
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
VRTX
| TRIKAFTAKAFTRIO | $2.6B | 81% |
| ALYFTREK | $380.1M | 12% |
| Manufactured Product Other | $237.4M | 7% |
