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A.O.史密斯（AOS）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
布鲁克菲尔德资产管理的季度营收约是A.O.史密斯的1.4倍（$1.3B vs $945.6M），布鲁克菲尔德资产管理净利率更高（43.8% vs 12.5%，领先31.3%），布鲁克菲尔德资产管理同比增速更快（23.8% vs -2.0%），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 -3.9%）
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
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。
AOS vs BAM — 直观对比
营收规模更大
BAM
是对方的1.4倍
$945.6M
营收增速更快
BAM
高出25.8%
-2.0%
净利率更高
BAM
高出31.3%
12.5%
两年增速更快
BAM
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $945.6M | $1.3B |
| 净利润 | $118.0M | $586.0M |
| 毛利率 | 38.7% | — |
| 营业利润率 | — | — |
| 净利率 | 12.5% | 43.8% |
| 营收同比 | -2.0% | 23.8% |
| 净利润同比 | -14.0% | 15.6% |
| 每股收益（稀释后） | $0.85 | $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AOSBAM
| Q1 26 | $945.6M | $1.3B | ||
| Q4 25 | $912.5M | $1.1B | ||
| Q3 25 | $942.5M | $974.0M | ||
| Q2 25 | $1.0B | $931.0M | ||
| Q1 25 | $963.9M | $954.0M | ||
| Q4 24 | $912.4M | — | ||
| Q3 24 | $902.6M | $873.0M | ||
| Q2 24 | $1.0B | $821.0M |
净利润AOSBAM
| Q1 26 | $118.0M | $586.0M | ||
| Q4 25 | $125.4M | $615.0M | ||
| Q3 25 | $132.0M | $692.0M | ||
| Q2 25 | $152.2M | $584.0M | ||
| Q1 25 | $136.6M | $507.0M | ||
| Q4 24 | $109.7M | — | ||
| Q3 24 | $120.1M | $537.0M | ||
| Q2 24 | $156.2M | $124.0M |
毛利率AOSBAM
| Q1 26 | 38.7% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 37.1% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 38.7% | — |
营业利润率AOSBAM
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 84.2% | ||
| Q3 25 | 18.6% | 79.1% | ||
| Q2 25 | 20.4% | 70.8% | ||
| Q1 25 | 19.1% | 61.0% | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 19.5% | 72.5% | ||
| Q2 24 | 21.9% | 80.4% |
净利率AOSBAM
| Q1 26 | 12.5% | 43.8% | ||
| Q4 25 | 13.7% | 56.7% | ||
| Q3 25 | 14.0% | 71.0% | ||
| Q2 25 | 15.0% | 62.7% | ||
| Q1 25 | 14.2% | 53.1% | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 13.3% | 61.5% | ||
| Q2 24 | 15.2% | 15.1% |
每股收益（稀释后）AOSBAM
| Q1 26 | $0.85 | $0.38 | ||
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.94 | — | ||
| Q2 25 | $1.07 | — | ||
| Q1 25 | $0.95 | — | ||
| Q4 24 | $0.75 | — | ||
| Q3 24 | $0.82 | — | ||
| Q2 24 | $1.06 | — |
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 | $185.2M | $1.0M |
| 总债务越低越好 | $574.2M | — |
| 股东权益账面价值 | $1.9B | $8.6M |
| 总资产 | $3.7B | $17.9M |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势，按日历期对齐
现金及短期投资AOSBAM
| Q1 26 | $185.2M | $1.0M | ||
| Q4 25 | $193.2M | $1.6B | ||
| Q3 25 | $172.8M | $1.1B | ||
| Q2 25 | $177.9M | $480.0M | ||
| Q1 25 | $200.2M | $332.0M | ||
| Q4 24 | $276.1M | — | ||
| Q3 24 | $255.6M | — | ||
| Q2 24 | $233.3M | $10.0M |
总债务AOSBAM
| Q1 26 | $574.2M | — | ||
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AOSBAM
| Q1 26 | $1.9B | $8.6M | ||
| Q4 25 | $1.9B | $8.9B | ||
| Q3 25 | $1.8B | $8.5B | ||
| Q2 25 | $1.8B | $8.5B | ||
| Q1 25 | $1.9B | $8.5B | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.9B | $9.0B | ||
| Q2 24 | $1.9B | $3.2B |
总资产AOSBAM
| Q1 26 | $3.7B | $17.9M | ||
| Q4 25 | $3.1B | $17.0B | ||
| Q3 25 | $3.2B | $16.5B | ||
| Q2 25 | $3.2B | $16.1B | ||
| Q1 25 | $3.3B | $15.0B | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | $4.2B |
负债/权益比AOSBAM
| Q1 26 | 0.31× | — | ||
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
AOS
暂无分部数据
BAM
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
