vs
ACUITY INC. (DE)（AYI）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
ACUITY INC. (DE)的季度营收约是布鲁克菲尔德资产管理的1.1倍（$1.1B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 10.5%，领先46.1%）
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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。
AYI vs BAM — 直观对比
营收规模更大
AYI
是对方的1.1倍
$1.1B
净利率更高
BAM
高出46.1%
10.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $120.5M | $615.0M |
| 毛利率 | 48.4% | — |
| 营业利润率 | 14.0% | 84.2% |
| 净利率 | 10.5% | 56.7% |
| 营收同比 | 20.2% | — |
| 净利润同比 | 12.9% | — |
| 每股收益（稀释后） | $3.82 | — |
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AYIBAM
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.2B | $974.0M | ||
| Q2 25 | $1.2B | $931.0M | ||
| Q1 25 | $1.0B | $954.0M | ||
| Q4 24 | $951.6M | — | ||
| Q3 24 | $1.0B | $873.0M | ||
| Q2 24 | $968.1M | $821.0M | ||
| Q1 24 | $905.9M | $786.0M |
净利润AYIBAM
| Q4 25 | $120.5M | $615.0M | ||
| Q3 25 | $114.0M | $692.0M | ||
| Q2 25 | $98.4M | $584.0M | ||
| Q1 25 | $77.5M | $507.0M | ||
| Q4 24 | $106.7M | — | ||
| Q3 24 | $118.9M | $537.0M | ||
| Q2 24 | $113.9M | $124.0M | ||
| Q1 24 | $89.2M | $373.0M |
毛利率AYIBAM
| Q4 25 | 48.4% | — | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | — | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 46.7% | — | ||
| Q1 24 | 45.5% | — |
营业利润率AYIBAM
| Q4 25 | 14.0% | 84.2% | ||
| Q3 25 | 14.9% | 79.1% | ||
| Q2 25 | 11.9% | 70.8% | ||
| Q1 25 | 11.0% | 61.0% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 15.2% | 72.5% | ||
| Q2 24 | 15.0% | 80.4% | ||
| Q1 24 | 13.0% | 56.5% |
净利率AYIBAM
| Q4 25 | 10.5% | 56.7% | ||
| Q3 25 | 9.4% | 71.0% | ||
| Q2 25 | 8.3% | 62.7% | ||
| Q1 25 | 7.7% | 53.1% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.5% | 61.5% | ||
| Q2 24 | 11.8% | 15.1% | ||
| Q1 24 | 9.8% | 47.5% |
每股收益（稀释后）AYIBAM
| Q4 25 | $3.82 | — | ||
| Q3 25 | $3.61 | — | ||
| Q2 25 | $3.12 | — | ||
| Q1 25 | $2.45 | — | ||
| Q4 24 | $3.35 | — | ||
| Q3 24 | $3.77 | — | ||
| Q2 24 | $3.62 | — | ||
| Q1 24 | $2.84 | — |
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 | $376.1M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $8.9B |
| 总资产 | $4.7B | $17.0B |
| 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AYIBAM
| Q4 25 | $376.1M | $1.6B | ||
| Q3 25 | $422.5M | $1.1B | ||
| Q2 25 | $371.8M | $480.0M | ||
| Q1 25 | $397.9M | $332.0M | ||
| Q4 24 | $935.6M | — | ||
| Q3 24 | $845.8M | — | ||
| Q2 24 | $699.0M | $10.0M | ||
| Q1 24 | $578.9M | — |
股东权益AYIBAM
| Q4 25 | $2.8B | $8.9B | ||
| Q3 25 | $2.7B | $8.5B | ||
| Q2 25 | $2.6B | $8.5B | ||
| Q1 25 | $2.5B | $8.5B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $9.0B | ||
| Q2 24 | $2.3B | $3.2B | ||
| Q1 24 | $2.1B | $2.2B |
总资产AYIBAM
| Q4 25 | $4.7B | $17.0B | ||
| Q3 25 | $4.8B | $16.5B | ||
| Q2 25 | $4.6B | $16.1B | ||
| Q1 25 | $4.6B | $15.0B | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $3.8B | — | ||
| Q2 24 | $3.6B | $4.2B | ||
| Q1 24 | $3.5B | — |
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 | $140.8M | $562.0M |
| 自由现金流经营现金流 - 资本支出 | $114.8M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | 1.17× | 0.91× |
| 过去12个月自由现金流最近4个季度 | $534.5M | — |
8季度趋势，按日历期对齐
经营现金流AYIBAM
| Q4 25 | $140.8M | $562.0M | ||
| Q3 25 | $202.5M | $745.0M | ||
| Q2 25 | $207.3M | $529.0M | ||
| Q1 25 | $59.4M | $265.0M | ||
| Q4 24 | $132.2M | — | ||
| Q3 24 | $174.1M | $567.0M | ||
| Q2 24 | $152.5M | $159.0M | ||
| Q1 24 | $102.6M | $516.0M |
自由现金流AYIBAM
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | — | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | — | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | — | ||
| Q1 24 | $88.2M | — |
自由现金流率AYIBAM
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 9.7% | — |
资本支出强度AYIBAM
| Q4 25 | 2.3% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 1.6% | — |
现金转化率AYIBAM
| Q4 25 | 1.17× | 0.91× | ||
| Q3 25 | 1.78× | 1.08× | ||
| Q2 25 | 2.11× | 0.91× | ||
| Q1 25 | 0.77× | 0.52× | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | 1.06× | ||
| Q2 24 | 1.34× | 1.28× | ||
| Q1 24 | 1.15× | 1.38× |
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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
BAM
| Incentive Fees | $452.0M | 42% |
| Infrastruture | $332.0M | 31% |
| Private Equity | $174.0M | 16% |
| Renewable Power And Transition | $66.0M | 6% |
| Other | $47.0M | 4% |
| Management And Advisory Fees | $14.0M | 1% |
