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阿普塔集团（ATR）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阿普塔集团的1.4倍（$1.3B vs $982.9M），布鲁克菲尔德资产管理净利率更高（43.8% vs 7.4%，领先36.4%），布鲁克菲尔德资产管理同比增速更快（23.8% vs 10.8%），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%）
阿普塔集团（AptarGroup, Inc.）是总部位于美国的全球性制造企业，主营消费品分配包装产品及药物给药装置的研发与生产，目前在全球18个国家设有生产运营基地，服务医药、快消等多领域客户。
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。
ATR vs BAM — 直观对比
营收规模更大
BAM
是对方的1.4倍
$982.9M
营收增速更快
BAM
高出13.0%
10.8%
净利率更高
BAM
高出36.4%
7.4%
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 | $982.9M | $1.3B |
| 净利润 | $72.8M | $586.0M |
| 毛利率 | — | — |
| 营业利润率 | 10.9% | — |
| 净利率 | 7.4% | 43.8% |
| 营收同比 | 10.8% | 23.8% |
| 净利润同比 | -7.5% | 15.6% |
| 每股收益（稀释后） | $1.12 | $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ATRBAM
| Q1 26 | $982.9M | $1.3B | ||
| Q4 25 | $962.7M | $1.1B | ||
| Q3 25 | $961.1M | $974.0M | ||
| Q2 25 | $966.0M | $931.0M | ||
| Q1 25 | $887.3M | $954.0M | ||
| Q4 24 | $848.1M | — | ||
| Q3 24 | $909.3M | $873.0M | ||
| Q2 24 | $910.1M | $821.0M |
净利润ATRBAM
| Q1 26 | $72.8M | $586.0M | ||
| Q4 25 | $74.3M | $615.0M | ||
| Q3 25 | $127.9M | $692.0M | ||
| Q2 25 | $111.7M | $584.0M | ||
| Q1 25 | $78.8M | $507.0M | ||
| Q4 24 | $100.9M | — | ||
| Q3 24 | $100.0M | $537.0M | ||
| Q2 24 | $90.5M | $124.0M |
营业利润率ATRBAM
| Q1 26 | 10.9% | — | ||
| Q4 25 | 11.0% | 84.2% | ||
| Q3 25 | 14.2% | 79.1% | ||
| Q2 25 | 14.9% | 70.8% | ||
| Q1 25 | 12.8% | 61.0% | ||
| Q4 24 | 14.2% | — | ||
| Q3 24 | 15.2% | 72.5% | ||
| Q2 24 | 13.8% | 80.4% |
净利率ATRBAM
| Q1 26 | 7.4% | 43.8% | ||
| Q4 25 | 7.7% | 56.7% | ||
| Q3 25 | 13.3% | 71.0% | ||
| Q2 25 | 11.6% | 62.7% | ||
| Q1 25 | 8.9% | 53.1% | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 11.0% | 61.5% | ||
| Q2 24 | 9.9% | 15.1% |
每股收益（稀释后）ATRBAM
| Q1 26 | $1.12 | $0.38 | ||
| Q4 25 | $1.13 | — | ||
| Q3 25 | $1.92 | — | ||
| Q2 25 | $1.67 | — | ||
| Q1 25 | $1.17 | — | ||
| Q4 24 | $1.48 | — | ||
| Q3 24 | $1.48 | — | ||
| Q2 24 | $1.34 | — |
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 | $229.5M | $1.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $8.6M |
| 总资产 | $5.1B | $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ATRBAM
| Q1 26 | $229.5M | $1.0M | ||
| Q4 25 | $409.5M | $1.6B | ||
| Q3 25 | $264.8M | $1.1B | ||
| Q2 25 | $169.8M | $480.0M | ||
| Q1 25 | $136.8M | $332.0M | ||
| Q4 24 | $226.2M | — | ||
| Q3 24 | $327.9M | — | ||
| Q2 24 | $223.9M | $10.0M |
总债务ATRBAM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $546.0M | — | ||
| Q2 25 | $535.1M | — | ||
| Q1 25 | $561.2M | — | ||
| Q4 24 | $688.1M | — | ||
| Q3 24 | $822.7M | — | ||
| Q2 24 | $681.5M | — |
股东权益ATRBAM
| Q1 26 | $2.6B | $8.6M | ||
| Q4 25 | $2.7B | $8.9B | ||
| Q3 25 | $2.8B | $8.5B | ||
| Q2 25 | $2.7B | $8.5B | ||
| Q1 25 | $2.5B | $8.5B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | $9.0B | ||
| Q2 24 | $2.4B | $3.2B |
总资产ATRBAM
| Q1 26 | $5.1B | $17.9M | ||
| Q4 25 | $5.3B | $17.0B | ||
| Q3 25 | $5.1B | $16.5B | ||
| Q2 25 | $4.9B | $16.1B | ||
| Q1 25 | $4.5B | $15.0B | ||
| Q4 24 | $4.4B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.5B | $4.2B |
负债/权益比ATRBAM
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.28× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $53.3M | — |
| 自由现金流率自由现金流/营收 | 5.4% | — |
| 资本支出强度资本支出/营收 | 6.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $327.0M | — |
8季度趋势，按日历期对齐
经营现金流ATRBAM
| Q1 26 | — | — | ||
| Q4 25 | $183.7M | $562.0M | ||
| Q3 25 | $177.6M | $745.0M | ||
| Q2 25 | $126.0M | $529.0M | ||
| Q1 25 | $82.7M | $265.0M | ||
| Q4 24 | $178.2M | — | ||
| Q3 24 | $229.3M | $567.0M | ||
| Q2 24 | $143.6M | $159.0M |
自由现金流ATRBAM
| Q1 26 | $53.3M | — | ||
| Q4 25 | $96.9M | — | ||
| Q3 25 | $114.3M | — | ||
| Q2 25 | $62.5M | — | ||
| Q1 25 | $25.9M | — | ||
| Q4 24 | $112.2M | — | ||
| Q3 24 | $162.7M | — | ||
| Q2 24 | $75.4M | — |
自由现金流率ATRBAM
| Q1 26 | 5.4% | — | ||
| Q4 25 | 10.1% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 6.5% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 17.9% | — | ||
| Q2 24 | 8.3% | — |
资本支出强度ATRBAM
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 7.5% | — |
现金转化率ATRBAM
| Q1 26 | — | — | ||
| Q4 25 | 2.47× | 0.91× | ||
| Q3 25 | 1.39× | 1.08× | ||
| Q2 25 | 1.13× | 0.91× | ||
| Q1 25 | 1.05× | 0.52× | ||
| Q4 24 | 1.77× | — | ||
| Q3 24 | 2.29× | 1.06× | ||
| Q2 24 | 1.59× | 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
ATR
暂无分部数据
BAM
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
