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美国铁塔(AMT)与布鲁克菲尔德公司(BN)财务数据对比。点击上方公司名可切换其他公司
布鲁克菲尔德公司的季度营收约是美国铁塔的82.3倍($18.1B vs $219.8M)。美国铁塔净利率更高(380.7% vs 5.8%,领先374.9%)。美国铁塔自由现金流更多($848.3M vs $-745.0M)
美国铁塔是全球规模最大的房地产投资信托基金(REIT)之一,作为领先的独立多租户通信地产持有、运营及开发商,目前在全球范围内拥有约21.9万个通信站点,为全球通信产业提供可靠的基础设施支持。
布鲁克菲尔德地产是另类资产管理巨头布鲁克菲尔德公司旗下Brookfield Property Partners的北美子公司,负责管理集团全品类不动产投资组合,涵盖写字楼、多户住宅、商业零售、酒店及物流地产等多元业态。
AMT vs BN — 直观对比
营收规模更大
BN
是对方的82.3倍
$219.8M
净利率更高
AMT
高出374.9%
5.8%
自由现金流更多
AMT
多$1.6B
$-745.0M
损益表 — Q4 2025 vs Q2 2025
| 指标 | ||
|---|---|---|
| 营收 | $219.8M | $18.1B |
| 净利润 | $836.8M | $1.1B |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 380.7% | 5.8% |
| 营收同比 | 4.5% | — |
| 净利润同比 | -32.0% | — |
| 每股收益(稀释后) | $1.76 | $0.15 |
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
AMT
BN
| Q4 25 | $219.8M | — | ||
| Q3 25 | $246.4M | — | ||
| Q2 25 | $243.7M | $18.1B | ||
| Q1 25 | $226.0M | — | ||
| Q4 24 | $210.4M | — | ||
| Q3 24 | $190.4M | — | ||
| Q2 24 | $198.6M | — | ||
| Q1 24 | $175.2M | — |
净利润
AMT
BN
| Q4 25 | $836.8M | — | ||
| Q3 25 | $912.6M | — | ||
| Q2 25 | $380.5M | $1.1B | ||
| Q1 25 | $498.6M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $-780.4M | — | ||
| Q2 24 | $908.4M | — | ||
| Q1 24 | $921.7M | — |
净利率
AMT
BN
| Q4 25 | 380.7% | — | ||
| Q3 25 | 370.4% | — | ||
| Q2 25 | 156.1% | 5.8% | ||
| Q1 25 | 220.6% | — | ||
| Q4 24 | 584.8% | — | ||
| Q3 24 | -409.9% | — | ||
| Q2 24 | 457.4% | — | ||
| Q1 24 | 526.1% | — |
每股收益(稀释后)
AMT
BN
| Q4 25 | $1.76 | — | ||
| Q3 25 | $1.82 | — | ||
| Q2 25 | $0.78 | $0.15 | ||
| Q1 25 | $1.04 | — | ||
| Q4 24 | $2.63 | — | ||
| Q3 24 | $-1.69 | — | ||
| Q2 24 | $1.92 | — | ||
| Q1 24 | $1.96 | — |
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 | $1.5B | $13.7B |
| 总债务越低越好 | $33.8B | — |
| 股东权益账面价值 | $3.7B | $161.6B |
| 总资产 | $63.2B | $506.1B |
| 负债/权益比越低杠杆越低 | 9.26× | — |
8季度趋势,按日历期对齐
现金及短期投资
AMT
BN
| Q4 25 | $1.5B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.1B | $13.7B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.4B | — |
总债务
AMT
BN
| Q4 25 | $33.8B | — | ||
| Q3 25 | $34.9B | — | ||
| Q2 25 | $35.2B | — | ||
| Q1 25 | $34.0B | — | ||
| Q4 24 | $32.8B | — | ||
| Q3 24 | $33.4B | — | ||
| Q2 24 | $35.6B | — | ||
| Q1 24 | $36.2B | — |
股东权益
AMT
BN
| Q4 25 | $3.7B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $3.7B | $161.6B | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $4.0B | — |
总资产
AMT
BN
| Q4 25 | $63.2B | — | ||
| Q3 25 | $63.9B | — | ||
| Q2 25 | $63.8B | $506.1B | ||
| Q1 25 | $62.1B | — | ||
| Q4 24 | $61.1B | — | ||
| Q3 24 | $62.8B | — | ||
| Q2 24 | $65.8B | — | ||
| Q1 24 | $66.7B | — |
负债/权益比
AMT
BN
| Q4 25 | 9.26× | — | ||
| Q3 25 | 8.82× | — | ||
| Q2 25 | 9.48× | — | ||
| Q1 25 | 9.63× | — | ||
| Q4 24 | 9.70× | — | ||
| Q3 24 | 9.16× | — | ||
| Q2 24 | 9.24× | — | ||
| Q1 24 | 8.94× | — |
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 | $1.4B | $2.0B |
| 自由现金流经营现金流 - 资本支出 | $848.3M | $-745.0M |
| 自由现金流率自由现金流/营收 | 385.9% | -4.1% |
| 资本支出强度资本支出/营收 | 263.5% | 15.2% |
| 现金转化率经营现金流/净利润 | 1.71× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $3.8B | — |
8季度趋势,按日历期对齐
经营现金流
AMT
BN
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
自由现金流
AMT
BN
| Q4 25 | $848.3M | — | ||
| Q3 25 | $994.5M | — | ||
| Q2 25 | $976.9M | $-745.0M | ||
| Q1 25 | $963.9M | — | ||
| Q4 24 | $755.6M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $886.9M | — |
自由现金流率
AMT
BN
| Q4 25 | 385.9% | — | ||
| Q3 25 | 403.6% | — | ||
| Q2 25 | 400.9% | -4.1% | ||
| Q1 25 | 426.5% | — | ||
| Q4 24 | 359.1% | — | ||
| Q3 24 | 548.7% | — | ||
| Q2 24 | 510.2% | — | ||
| Q1 24 | 506.2% | — |
资本支出强度
AMT
BN
| Q4 25 | 263.5% | — | ||
| Q3 25 | 188.9% | — | ||
| Q2 25 | 125.0% | 15.2% | ||
| Q1 25 | 146.5% | — | ||
| Q4 24 | 210.7% | — | ||
| Q3 24 | 223.1% | — | ||
| Q2 24 | 163.7% | — | ||
| Q1 24 | 226.4% | — |
现金转化率
AMT
BN
| Q4 25 | 1.71× | — | ||
| Q3 25 | 1.60× | — | ||
| Q2 25 | 3.37× | 1.91× | ||
| Q1 25 | 2.60× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.47× | — | ||
| Q1 24 | 1.39× | — |
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
AMT
| Other | $82.9M | 38% |
| Non Lease Property Revenue | $72.5M | 33% |
| Services Revenue | $64.4M | 29% |
BN
暂无分部数据