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亚马逊（AMZN）与BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是BRIGHT HORIZONS FAMILY SOLUTIONS INC.的290.8倍（$213.4B vs $733.7M）。亚马逊同比增速更快（13.6% vs 8.8%）。亚马逊自由现金流更多（$14.9B vs $258.5M）。过去两年亚马逊的营收复合增速更高（22.0% vs 8.5%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
AMZN vs BFAM — 直观对比
营收规模更大
AMZN
是对方的290.8倍
$733.7M
营收增速更快
AMZN
高出4.8%
8.8%
自由现金流更多
AMZN
多$14.7B
$258.5M
两年增速更快
AMZN
近两年复合增速
8.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $733.7M |
| 净利润 | $21.2B | — |
| 毛利率 | 48.5% | 19.3% |
| 营业利润率 | 11.7% | 6.2% |
| 净利率 | 9.9% | — |
| 营收同比 | 13.6% | 8.8% |
| 净利润同比 | 5.9% | — |
| 每股收益（稀释后） | $1.95 | $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AMZNBFAM
| Q4 25 | $213.4B | $733.7M | ||
| Q3 25 | $180.2B | $802.8M | ||
| Q2 25 | $167.7B | $731.6M | ||
| Q1 25 | $155.7B | $665.5M | ||
| Q4 24 | $187.8B | $674.1M | ||
| Q3 24 | $158.9B | $719.1M | ||
| Q2 24 | $148.0B | $670.1M | ||
| Q1 24 | $143.3B | $622.7M |
净利润AMZNBFAM
| Q4 25 | $21.2B | — | ||
| Q3 25 | $21.2B | $78.6M | ||
| Q2 25 | $18.2B | $54.8M | ||
| Q1 25 | $17.1B | $38.0M | ||
| Q4 24 | $20.0B | — | ||
| Q3 24 | $15.3B | $54.9M | ||
| Q2 24 | $13.5B | $39.2M | ||
| Q1 24 | $10.4B | $17.0M |
毛利率AMZNBFAM
| Q4 25 | 48.5% | 19.3% | ||
| Q3 25 | 50.8% | 27.0% | ||
| Q2 25 | 51.8% | 25.0% | ||
| Q1 25 | 50.6% | 23.4% | ||
| Q4 24 | 47.3% | 20.8% | ||
| Q3 24 | 49.0% | 25.2% | ||
| Q2 24 | 50.1% | 24.2% | ||
| Q1 24 | 49.3% | 21.7% |
营业利润率AMZNBFAM
| Q4 25 | 11.7% | 6.2% | ||
| Q3 25 | 9.7% | 15.1% | ||
| Q2 25 | 11.4% | 11.8% | ||
| Q1 25 | 11.8% | 9.4% | ||
| Q4 24 | 11.3% | 7.2% | ||
| Q3 24 | 11.0% | 12.4% | ||
| Q2 24 | 9.9% | 10.3% | ||
| Q1 24 | 10.7% | 6.4% |
净利率AMZNBFAM
| Q4 25 | 9.9% | — | ||
| Q3 25 | 11.8% | 9.8% | ||
| Q2 25 | 10.8% | 7.5% | ||
| Q1 25 | 11.0% | 5.7% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 9.6% | 7.6% | ||
| Q2 24 | 9.1% | 5.8% | ||
| Q1 24 | 7.3% | 2.7% |
每股收益（稀释后）AMZNBFAM
| Q4 25 | $1.95 | $0.38 | ||
| Q3 25 | $1.95 | $1.37 | ||
| Q2 25 | $1.68 | $0.95 | ||
| Q1 25 | $1.59 | $0.66 | ||
| Q4 24 | $1.86 | $0.50 | ||
| Q3 24 | $1.43 | $0.94 | ||
| Q2 24 | $1.26 | $0.67 | ||
| Q1 24 | $0.98 | $0.29 |
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 | $123.0B | $140.1M |
| 总债务越低越好 | $68.8B | $747.6M |
| 股东权益账面价值 | $411.1B | $1.3B |
| 总资产 | $818.0B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资AMZNBFAM
| Q4 25 | $123.0B | $140.1M | ||
| Q3 25 | $94.2B | $116.6M | ||
| Q2 25 | $93.2B | $179.2M | ||
| Q1 25 | $94.6B | $112.0M | ||
| Q4 24 | $101.2B | $110.3M | ||
| Q3 24 | $88.1B | $109.9M | ||
| Q2 24 | $89.1B | $140.2M | ||
| Q1 24 | $85.1B | $63.7M |
总债务AMZNBFAM
| Q4 25 | $68.8B | $747.6M | ||
| Q3 25 | $55.1B | $747.5M | ||
| Q2 25 | $56.1B | $797.0M | ||
| Q1 25 | $58.8B | $872.7M | ||
| Q4 24 | $58.0B | $918.4M | ||
| Q3 24 | $60.5B | $925.7M | ||
| Q2 24 | $62.7B | $931.9M | ||
| Q1 24 | $66.9B | $938.1M |
股东权益AMZNBFAM
| Q4 25 | $411.1B | $1.3B | ||
| Q3 25 | $369.6B | $1.4B | ||
| Q2 25 | $333.8B | $1.4B | ||
| Q1 25 | $305.9B | $1.3B | ||
| Q4 24 | $286.0B | $1.3B | ||
| Q3 24 | $259.2B | $1.4B | ||
| Q2 24 | $236.4B | $1.3B | ||
| Q1 24 | $216.7B | $1.2B |
总资产AMZNBFAM
| Q4 25 | $818.0B | $3.9B | ||
| Q3 25 | $727.9B | $3.9B | ||
| Q2 25 | $682.2B | $3.9B | ||
| Q1 25 | $643.3B | $3.8B | ||
| Q4 24 | $624.9B | $3.9B | ||
| Q3 24 | $584.6B | $3.9B | ||
| Q2 24 | $554.8B | $3.8B | ||
| Q1 24 | $531.0B | $3.8B |
负债/权益比AMZNBFAM
| Q4 25 | 0.17× | 0.56× | ||
| Q3 25 | 0.15× | 0.52× | ||
| Q2 25 | 0.17× | 0.57× | ||
| Q1 25 | 0.19× | 0.66× | ||
| Q4 24 | 0.20× | 0.72× | ||
| Q3 24 | 0.23× | 0.66× | ||
| Q2 24 | 0.27× | 0.73× | ||
| Q1 24 | 0.31× | 0.76× |
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 | $54.5B | $350.7M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $258.5M |
| 自由现金流率自由现金流/营收 | 7.0% | 35.2% |
| 资本支出强度资本支出/营收 | 18.5% | 12.6% |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $7.7B | $402.4M |
8季度趋势，按日历期对齐
经营现金流AMZNBFAM
| Q4 25 | $54.5B | $350.7M | ||
| Q3 25 | $35.5B | $-17.6M | ||
| Q2 25 | $32.5B | $134.2M | ||
| Q1 25 | $17.0B | $86.2M | ||
| Q4 24 | $45.6B | $337.5M | ||
| Q3 24 | $26.0B | $-8.9M | ||
| Q2 24 | $25.3B | $109.4M | ||
| Q1 24 | $19.0B | $116.3M |
自由现金流AMZNBFAM
| Q4 25 | $14.9B | $258.5M | ||
| Q3 25 | $430.0M | $-42.4M | ||
| Q2 25 | $332.0M | $115.4M | ||
| Q1 25 | $-8.0B | $70.9M | ||
| Q4 24 | $17.8B | $240.2M | ||
| Q3 24 | $3.4B | $-32.2M | ||
| Q2 24 | $7.7B | $86.8M | ||
| Q1 24 | $4.1B | $96.9M |
自由现金流率AMZNBFAM
| Q4 25 | 7.0% | 35.2% | ||
| Q3 25 | 0.2% | -5.3% | ||
| Q2 25 | 0.2% | 15.8% | ||
| Q1 25 | -5.1% | 10.7% | ||
| Q4 24 | 9.5% | 35.6% | ||
| Q3 24 | 2.1% | -4.5% | ||
| Q2 24 | 5.2% | 13.0% | ||
| Q1 24 | 2.8% | 15.6% |
资本支出强度AMZNBFAM
| Q4 25 | 18.5% | 12.6% | ||
| Q3 25 | 19.5% | 3.1% | ||
| Q2 25 | 19.2% | 2.6% | ||
| Q1 25 | 16.1% | 2.3% | ||
| Q4 24 | 14.8% | 14.4% | ||
| Q3 24 | 14.2% | 3.2% | ||
| Q2 24 | 11.9% | 3.4% | ||
| Q1 24 | 10.4% | 3.1% |
现金转化率AMZNBFAM
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | -0.22× | ||
| Q2 25 | 1.79× | 2.45× | ||
| Q1 25 | 0.99× | 2.26× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | -0.16× | ||
| Q2 24 | 1.87× | 2.79× | ||
| Q1 24 | 1.82× | 6.85× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
BFAM
暂无分部数据
