vs
ABM INDUSTRIES INC（ABM）与布鲁克菲尔德资产管理（BAM）财务数据对比。点击上方公司名可切换其他公司
ABM INDUSTRIES INC的季度营收约是布鲁克菲尔德资产管理的1.7倍（$2.3B vs $1.3B），布鲁克菲尔德资产管理净利率更高（43.8% vs 1.5%，领先42.3%），布鲁克菲尔德资产管理同比增速更快（23.8% vs 5.4%），过去两年布鲁克菲尔德资产管理的营收复合增速更高（30.5% vs 5.3%）
ABM工业是美国知名的设施管理服务商，1909年由莫里斯·罗森伯格在加利福尼亚州旧金山创立。其业务覆盖电气、照明、能源管理、设施工程、电气化、暖通空调、机电运维、保洁、景观养护、停车场管理、交通配套等多元设施服务领域，为各类客户提供一体化的场地运营解决方案。
布鲁克菲尔德资产管理有限公司是加美两地的另类资产管理机构，2022年12月从布鲁克菲尔德集团的资管业务分拆成立，在全球范围内管理不动产、基础设施、可再生能源、私募股权及信贷市场等领域的投资。
ABM vs BAM — 直观对比
营收规模更大
ABM
是对方的1.7倍
$1.3B
营收增速更快
BAM
高出18.4%
5.4%
净利率更高
BAM
高出42.3%
1.5%
两年增速更快
BAM
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.3B |
| 净利润 | $34.8M | $586.0M |
| 毛利率 | 11.8% | — |
| 营业利润率 | 3.0% | — |
| 净利率 | 1.5% | 43.8% |
| 营收同比 | 5.4% | 23.8% |
| 净利润同比 | 394.9% | 15.6% |
| 每股收益（稀释后） | $0.56 | $0.38 |
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ABMBAM
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.3B | $1.1B | ||
| Q3 25 | $2.2B | $974.0M | ||
| Q2 25 | $2.1B | $931.0M | ||
| Q1 25 | $2.1B | $954.0M | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.1B | $873.0M | ||
| Q2 24 | $2.0B | $821.0M |
净利润ABMBAM
| Q1 26 | — | $586.0M | ||
| Q4 25 | $34.8M | $615.0M | ||
| Q3 25 | $41.8M | $692.0M | ||
| Q2 25 | $42.2M | $584.0M | ||
| Q1 25 | $43.6M | $507.0M | ||
| Q4 24 | $-11.8M | — | ||
| Q3 24 | $4.7M | $537.0M | ||
| Q2 24 | $43.8M | $124.0M |
毛利率ABMBAM
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | 12.3% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 12.5% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 12.6% | — |
营业利润率ABMBAM
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 84.2% | ||
| Q3 25 | 3.8% | 79.1% | ||
| Q2 25 | 3.9% | 70.8% | ||
| Q1 25 | 3.7% | 61.0% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.8% | 72.5% | ||
| Q2 24 | 4.0% | 80.4% |
净利率ABMBAM
| Q1 26 | — | 43.8% | ||
| Q4 25 | 1.5% | 56.7% | ||
| Q3 25 | 1.9% | 71.0% | ||
| Q2 25 | 2.0% | 62.7% | ||
| Q1 25 | 2.1% | 53.1% | ||
| Q4 24 | -0.5% | — | ||
| Q3 24 | 0.2% | 61.5% | ||
| Q2 24 | 2.2% | 15.1% |
每股收益（稀释后）ABMBAM
| Q1 26 | — | $0.38 | ||
| Q4 25 | $0.56 | — | ||
| Q3 25 | $0.67 | — | ||
| Q2 25 | $0.67 | — | ||
| Q1 25 | $0.69 | — | ||
| Q4 24 | $-0.18 | — | ||
| Q3 24 | $0.07 | — | ||
| Q2 24 | $0.69 | — |
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 | $104.1M | $1.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $8.6M |
| 总资产 | $5.3B | $17.9M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ABMBAM
| Q1 26 | — | $1.0M | ||
| Q4 25 | $104.1M | $1.6B | ||
| Q3 25 | $69.3M | $1.1B | ||
| Q2 25 | $58.7M | $480.0M | ||
| Q1 25 | $59.0M | $332.0M | ||
| Q4 24 | $64.6M | — | ||
| Q3 24 | $86.3M | — | ||
| Q2 24 | $60.7M | $10.0M |
股东权益ABMBAM
| Q1 26 | — | $8.6M | ||
| Q4 25 | $1.8B | $8.9B | ||
| Q3 25 | $1.8B | $8.5B | ||
| Q2 25 | $1.8B | $8.5B | ||
| Q1 25 | $1.8B | $8.5B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $9.0B | ||
| Q2 24 | $1.8B | $3.2B |
总资产ABMBAM
| Q1 26 | — | $17.9M | ||
| Q4 25 | $5.3B | $17.0B | ||
| Q3 25 | $5.3B | $16.5B | ||
| Q2 25 | $5.3B | $16.1B | ||
| Q1 25 | $5.2B | $15.0B | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $4.9B | $4.2B |
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 | $133.4M | — |
| 自由现金流经营现金流 - 资本支出 | $112.7M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 3.83× | — |
| 过去12个月自由现金流最近4个季度 | $155.1M | — |
8季度趋势，按日历期对齐
经营现金流ABMBAM
| Q1 26 | — | — | ||
| Q4 25 | $133.4M | $562.0M | ||
| Q3 25 | $174.9M | $745.0M | ||
| Q2 25 | $32.3M | $529.0M | ||
| Q1 25 | $-106.2M | $265.0M | ||
| Q4 24 | $30.4M | — | ||
| Q3 24 | $79.4M | $567.0M | ||
| Q2 24 | $117.0M | $159.0M |
自由现金流ABMBAM
| Q1 26 | — | — | ||
| Q4 25 | $112.7M | — | ||
| Q3 25 | $150.1M | — | ||
| Q2 25 | $15.2M | — | ||
| Q1 25 | $-122.9M | — | ||
| Q4 24 | $15.6M | — | ||
| Q3 24 | $63.9M | — | ||
| Q2 24 | $101.5M | — |
自由现金流率ABMBAM
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 5.0% | — |
资本支出强度ABMBAM
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ABMBAM
| Q1 26 | — | — | ||
| Q4 25 | 3.83× | 0.91× | ||
| Q3 25 | 4.18× | 1.08× | ||
| Q2 25 | 0.77× | 0.91× | ||
| Q1 25 | -2.44× | 0.52× | ||
| Q4 24 | — | — | ||
| Q3 24 | 16.89× | 1.06× | ||
| Q2 24 | 2.67× | 1.28× |
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
ABM
| Facility Service Line Janitorial | $729.5M | 32% |
| Technical Solutions | $298.6M | 13% |
| Aviation | $296.7M | 13% |
| Education | $233.8M | 10% |
| Engineering And Infrastructure Service Line | $211.3M | 9% |
| Engineering And Infrastructure Service Line Operations And Maintenance | $207.2M | 9% |
| Facility Service Line Aviation Services | $134.4M | 6% |
| Facility Service Line Parking And Transportation | $108.0M | 5% |
| Management Reimbursement Revenue | $86.9M | 4% |
BAM
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
