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布鲁克菲尔德资产管理（BAM）与Century Communities, Inc.（CCS）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Century Communities, Inc.的1.4倍（$1.1B vs $789.7M），布鲁克菲尔德资产管理净利率更高（56.7% vs 3.1%，领先53.6%）
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。
二十世纪动画公司是美国知名动画制作工作室，原总部位于洛杉矶世纪城，与福克斯集团的租约到期后迁至伯班克华特迪士尼影城园区。该公司成立于1994年2月，现为华特迪士尼影业旗下二十世纪影业的动画制作分支，出品的动画电影由华特迪士尼影业负责全球院线发行与营销。
BAM vs CCS — 直观对比
营收规模更大
BAM
是对方的1.4倍
$789.7M
净利率更高
BAM
高出53.6%
3.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $789.7M |
| 净利润 | $615.0M | $24.4M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | — |
| 净利率 | 56.7% | 3.1% |
| 营收同比 | — | -12.6% |
| 净利润同比 | — | -38.0% |
| 每股收益（稀释后） | — | $0.88 |
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BAMCCS
| Q1 26 | — | $789.7M | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $974.0M | $980.3M | ||
| Q2 25 | $931.0M | $1.0B | ||
| Q1 25 | $954.0M | $903.2M | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $873.0M | $1.1B | ||
| Q2 24 | $821.0M | $1.0B |
净利润BAMCCS
| Q1 26 | — | $24.4M | ||
| Q4 25 | $615.0M | $36.0M | ||
| Q3 25 | $692.0M | $37.4M | ||
| Q2 25 | $584.0M | $34.9M | ||
| Q1 25 | $507.0M | $39.4M | ||
| Q4 24 | — | $102.7M | ||
| Q3 24 | $537.0M | $83.0M | ||
| Q2 24 | $124.0M | $83.7M |
营业利润率BAMCCS
| Q1 26 | — | — | ||
| Q4 25 | 84.2% | 3.8% | ||
| Q3 25 | 79.1% | 4.9% | ||
| Q2 25 | 70.8% | 4.7% | ||
| Q1 25 | 61.0% | 5.8% | ||
| Q4 24 | — | 10.6% | ||
| Q3 24 | 72.5% | 9.7% | ||
| Q2 24 | 80.4% | 10.6% |
净利率BAMCCS
| Q1 26 | — | 3.1% | ||
| Q4 25 | 56.7% | 2.9% | ||
| Q3 25 | 71.0% | 3.8% | ||
| Q2 25 | 62.7% | 3.5% | ||
| Q1 25 | 53.1% | 4.4% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | 61.5% | 7.3% | ||
| Q2 24 | 15.1% | 8.1% |
每股收益（稀释后）BAMCCS
| Q1 26 | — | $0.88 | ||
| Q4 25 | — | $1.21 | ||
| Q3 25 | — | $1.25 | ||
| Q2 25 | — | $1.14 | ||
| Q1 25 | — | $1.26 | ||
| Q4 24 | — | $3.20 | ||
| Q3 24 | — | $2.59 | ||
| Q2 24 | — | $2.61 |
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 | $1.6B | $78.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $2.6B |
| 总资产 | $17.0B | $4.5B |
| 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BAMCCS
| Q1 26 | — | $78.2M | ||
| Q4 25 | $1.6B | $109.4M | ||
| Q3 25 | $1.1B | $130.1M | ||
| Q2 25 | $480.0M | $93.2M | ||
| Q1 25 | $332.0M | $100.3M | ||
| Q4 24 | — | $150.0M | ||
| Q3 24 | — | $149.2M | ||
| Q2 24 | $10.0M | $106.7M |
股东权益BAMCCS
| Q1 26 | — | $2.6B | ||
| Q4 25 | $8.9B | $2.6B | ||
| Q3 25 | $8.5B | $2.6B | ||
| Q2 25 | $8.5B | $2.6B | ||
| Q1 25 | $8.5B | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $9.0B | $2.5B | ||
| Q2 24 | $3.2B | $2.5B |
总资产BAMCCS
| Q1 26 | — | $4.5B | ||
| Q4 25 | $17.0B | $4.5B | ||
| Q3 25 | $16.5B | $4.7B | ||
| Q2 25 | $16.1B | $4.6B | ||
| Q1 25 | $15.0B | $4.6B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | $4.2B | $4.3B |
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 | $562.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.91× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BAMCCS
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $210.7M | ||
| Q3 25 | $745.0M | $-10.0M | ||
| Q2 25 | $529.0M | $-11.0M | ||
| Q1 25 | $265.0M | $-36.6M | ||
| Q4 24 | — | $299.7M | ||
| Q3 24 | $567.0M | $-95.5M | ||
| Q2 24 | $159.0M | $-100.1M |
自由现金流BAMCCS
| Q1 26 | — | — | ||
| Q4 25 | — | $202.6M | ||
| Q3 25 | — | $-20.8M | ||
| Q2 25 | — | $-17.6M | ||
| Q1 25 | — | $-40.0M | ||
| Q4 24 | — | $290.6M | ||
| Q3 24 | — | $-101.9M | ||
| Q2 24 | — | $-117.6M |
自由现金流率BAMCCS
| Q1 26 | — | — | ||
| Q4 25 | — | 16.4% | ||
| Q3 25 | — | -2.1% | ||
| Q2 25 | — | -1.8% | ||
| Q1 25 | — | -4.4% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | -9.0% | ||
| Q2 24 | — | -11.3% |
资本支出强度BAMCCS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 1.7% |
现金转化率BAMCCS
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 5.86× | ||
| Q3 25 | 1.08× | -0.27× | ||
| Q2 25 | 0.91× | -0.32× | ||
| Q1 25 | 0.52× | -0.93× | ||
| Q4 24 | — | 2.92× | ||
| Q3 24 | 1.06× | -1.15× | ||
| Q2 24 | 1.28× | -1.20× |
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
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% |
CCS
| Home sales revenues | $734.1M | 93% |
| Land sales and other revenues | $33.2M | 4% |
| Financial services revenues | $22.4M | 3% |
