vs
Burlington Stores, Inc.（BURL）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是Burlington Stores, Inc.的1.2倍（$3.3B vs $2.7B），西部数据净利率更高（96.0% vs 3.9%，领先92.2%），西部数据同比增速更快（45.5% vs 7.1%），西部数据自由现金流更多（$978.0M vs $-109.6M），过去两年Burlington Stores, Inc.的营收复合增速更高（-6.9% vs -9.7%）
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。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
BURL vs WDC — 直观对比
营收规模更大
WDC
是对方的1.2倍
$2.7B
营收增速更快
WDC
高出38.3%
7.1%
净利率更高
WDC
高出92.2%
3.9%
自由现金流更多
WDC
多$1.1B
$-109.6M
两年增速更快
BURL
近两年复合增速
-9.7%
损益表 — Q3 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.3B |
| 净利润 | $104.8M | $3.2B |
| 毛利率 | 44.2% | 50.2% |
| 营业利润率 | 5.1% | 35.7% |
| 净利率 | 3.9% | 96.0% |
| 营收同比 | 7.1% | 45.5% |
| 净利润同比 | 15.6% | 516.3% |
| 每股收益（稀释后） | $1.63 | $8.20 |
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BURLWDC
| Q3 26 | — | $3.3B | ||
| Q2 26 | — | $3.0B | ||
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.7B | $2.8B | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.5B | $-1.2B | ||
| Q1 25 | $3.3B | $2.3B | ||
| Q4 24 | $2.5B | $4.3B |
净利润BURLWDC
| Q3 26 | — | $3.2B | ||
| Q2 26 | — | $1.8B | ||
| Q1 26 | — | $1.8B | ||
| Q4 25 | $104.8M | $1.2B | ||
| Q3 25 | $94.2M | — | ||
| Q2 25 | $100.8M | $282.0M | ||
| Q1 25 | $260.8M | $520.0M | ||
| Q4 24 | $90.6M | $594.0M |
毛利率BURLWDC
| Q3 26 | — | 50.2% | ||
| Q2 26 | — | 45.7% | ||
| Q1 26 | — | 45.7% | ||
| Q4 25 | 44.2% | 43.5% | ||
| Q3 25 | 43.7% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 42.9% | 39.8% | ||
| Q4 24 | 43.9% | 35.4% |
营业利润率BURLWDC
| Q3 26 | — | 35.7% | ||
| Q2 26 | — | 30.1% | ||
| Q1 26 | — | 30.1% | ||
| Q4 25 | 5.1% | 28.1% | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 10.6% | 33.1% | ||
| Q4 24 | 4.7% | 19.9% |
净利率BURLWDC
| Q3 26 | — | 96.0% | ||
| Q2 26 | — | 61.1% | ||
| Q1 26 | — | 61.1% | ||
| Q4 25 | 3.9% | 41.9% | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 4.0% | -24.4% | ||
| Q1 25 | 8.0% | 22.7% | ||
| Q4 24 | 3.6% | 13.9% |
每股收益（稀释后）BURLWDC
| Q3 26 | — | $8.20 | ||
| Q2 26 | — | $4.73 | ||
| Q1 26 | — | $4.73 | ||
| Q4 25 | $1.63 | $3.07 | ||
| Q3 25 | $1.47 | — | ||
| Q2 25 | $1.58 | $0.72 | ||
| Q1 25 | $4.03 | $1.42 | ||
| Q4 24 | $1.40 | $1.63 |
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 | $2.0B |
| 总债务越低越好 | $2.0B | $1.6B |
| 股东权益账面价值 | $1.5B | $9.7B |
| 总资产 | $9.6B | $15.0B |
| 负债/权益比越低杠杆越低 | 1.32× | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资BURLWDC
| Q3 26 | — | $2.0B | ||
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.0B | ||
| Q4 25 | $584.1M | $2.0B | ||
| Q3 25 | $747.6M | — | ||
| Q2 25 | $371.1M | $2.1B | ||
| Q1 25 | $994.7M | $3.5B | ||
| Q4 24 | $857.8M | $2.3B |
总债务BURLWDC
| Q3 26 | — | $1.6B | ||
| Q2 26 | — | $4.7B | ||
| Q1 26 | — | $4.7B | ||
| Q4 25 | $2.0B | $4.7B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.6B | $4.7B | ||
| Q1 25 | $1.5B | $7.3B | ||
| Q4 24 | $1.5B | $7.4B |
股东权益BURLWDC
| Q3 26 | — | $9.7B | ||
| Q2 26 | — | $7.1B | ||
| Q1 26 | — | $7.1B | ||
| Q4 25 | $1.5B | $5.9B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $5.3B | ||
| Q1 25 | $1.4B | $5.2B | ||
| Q4 24 | $1.1B | $12.1B |
总资产BURLWDC
| Q3 26 | — | $15.0B | ||
| Q2 26 | — | $15.6B | ||
| Q1 26 | — | $15.6B | ||
| Q4 25 | $9.6B | $14.4B | ||
| Q3 25 | $9.3B | — | ||
| Q2 25 | $8.5B | $14.0B | ||
| Q1 25 | $8.8B | $16.4B | ||
| Q4 24 | $8.4B | $25.5B |
负债/权益比BURLWDC
| Q3 26 | — | 0.16× | ||
| Q2 26 | — | 0.65× | ||
| Q1 26 | — | 0.65× | ||
| Q4 25 | 1.32× | 0.80× | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | 1.21× | 0.89× | ||
| Q1 25 | 1.12× | 1.42× | ||
| Q4 24 | 1.35× | 0.61× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $978.0M |
| 自由现金流率自由现金流/营收 | -4.1% | 29.3% |
| 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× | 0.35× |
| 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BURLWDC
| Q3 26 | — | $1.1B | ||
| Q2 26 | — | $745.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $143.3M | $672.0M | ||
| Q3 25 | $179.4M | — | ||
| Q2 25 | $-28.9M | $746.0M | ||
| Q1 25 | $543.2M | $508.0M | ||
| Q4 24 | $110.4M | $403.0M |
自由现金流BURLWDC
| Q3 26 | — | $978.0M | ||
| Q2 26 | — | $653.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $-109.6M | $599.0M | ||
| Q3 25 | $-101.0K | — | ||
| Q2 25 | $-438.6M | $675.0M | ||
| Q1 25 | $189.8M | $379.0M | ||
| Q4 24 | $-56.2M | $287.0M |
自由现金流率BURLWDC
| Q3 26 | — | 29.3% | ||
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | -4.1% | 21.3% | ||
| Q3 25 | -0.0% | — | ||
| Q2 25 | -17.5% | -58.5% | ||
| Q1 25 | 5.8% | 16.5% | ||
| Q4 24 | -2.2% | 6.7% |
资本支出强度BURLWDC
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 2.6% | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 16.4% | -6.2% | ||
| Q1 25 | 10.8% | 5.6% | ||
| Q4 24 | 6.6% | 2.7% |
现金转化率BURLWDC
| Q3 26 | — | 0.35× | ||
| Q2 26 | — | 0.40× | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 0.57× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | -0.29× | 2.65× | ||
| Q1 25 | 2.08× | 0.98× | ||
| Q4 24 | 1.22× | 0.68× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
