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布鲁克菲尔德资产管理（BAM）与CIMPRESS plc（CMPR）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CIMPRESS plc的1.3倍（$1.3B vs $1.0B），布鲁克菲尔德资产管理净利率更高（43.8% vs 4.7%，领先39.1%），布鲁克菲尔德资产管理同比增速更快（23.8% vs 11.0%）
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。
Cimpress plc是总部位于爱尔兰的跨国科技企业，专注于投资和运营大量采用规模化定制技术的业务，可配置生产小批量个性化定制商品，通过旗下多个面向客户的品牌，向小型企业、设计师及普通消费者供应相关产品。
BAM vs CMPR — 直观对比
营收规模更大
BAM
是对方的1.3倍
$1.0B
营收增速更快
BAM
高出12.8%
11.0%
净利率更高
BAM
高出39.1%
4.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $586.0M | $49.3M |
| 毛利率 | — | 46.8% |
| 营业利润率 | — | 8.5% |
| 净利率 | 43.8% | 4.7% |
| 营收同比 | 23.8% | 11.0% |
| 净利润同比 | 15.6% | -19.2% |
| 每股收益（稀释后） | $0.38 | $1.95 |
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BAMCMPR
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $974.0M | $863.3M | ||
| Q2 25 | $931.0M | — | ||
| Q1 25 | $954.0M | — | ||
| Q3 24 | $873.0M | — | ||
| Q2 24 | $821.0M | — | ||
| Q1 24 | $786.0M | — |
净利润BAMCMPR
| Q1 26 | $586.0M | — | ||
| Q4 25 | $615.0M | $49.3M | ||
| Q3 25 | $692.0M | $7.6M | ||
| Q2 25 | $584.0M | — | ||
| Q1 25 | $507.0M | — | ||
| Q3 24 | $537.0M | — | ||
| Q2 24 | $124.0M | — | ||
| Q1 24 | $373.0M | — |
毛利率BAMCMPR
| Q1 26 | — | — | ||
| Q4 25 | — | 46.8% | ||
| Q3 25 | — | 46.7% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率BAMCMPR
| Q1 26 | — | — | ||
| Q4 25 | 84.2% | 8.5% | ||
| Q3 25 | 79.1% | 5.7% | ||
| Q2 25 | 70.8% | — | ||
| Q1 25 | 61.0% | — | ||
| Q3 24 | 72.5% | — | ||
| Q2 24 | 80.4% | — | ||
| Q1 24 | 56.5% | — |
净利率BAMCMPR
| Q1 26 | 43.8% | — | ||
| Q4 25 | 56.7% | 4.7% | ||
| Q3 25 | 71.0% | 0.9% | ||
| Q2 25 | 62.7% | — | ||
| Q1 25 | 53.1% | — | ||
| Q3 24 | 61.5% | — | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 47.5% | — |
每股收益（稀释后）BAMCMPR
| Q1 26 | $0.38 | — | ||
| Q4 25 | — | $1.95 | ||
| Q3 25 | — | $0.30 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $1.0M | $258.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.6M | $-530.7M |
| 总资产 | $17.9M | $2.1B |
| 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BAMCMPR
| Q1 26 | $1.0M | — | ||
| Q4 25 | $1.6B | $258.0M | ||
| Q3 25 | $1.1B | $200.5M | ||
| Q2 25 | $480.0M | — | ||
| Q1 25 | $332.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $10.0M | — | ||
| Q1 24 | — | — |
股东权益BAMCMPR
| Q1 26 | $8.6M | — | ||
| Q4 25 | $8.9B | $-530.7M | ||
| Q3 25 | $8.5B | $-571.3M | ||
| Q2 25 | $8.5B | — | ||
| Q1 25 | $8.5B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $2.2B | — |
总资产BAMCMPR
| Q1 26 | $17.9M | — | ||
| Q4 25 | $17.0B | $2.1B | ||
| Q3 25 | $16.5B | $2.0B | ||
| Q2 25 | $16.1B | — | ||
| Q1 25 | $15.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $4.2B | — | ||
| Q1 24 | — | — |
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 | — | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $139.5M |
| 自由现金流率自由现金流/营收 | — | 13.4% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | 3.34× |
| 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BAMCMPR
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $164.7M | ||
| Q3 25 | $745.0M | $25.1M | ||
| Q2 25 | $529.0M | — | ||
| Q1 25 | $265.0M | — | ||
| Q3 24 | $567.0M | — | ||
| Q2 24 | $159.0M | — | ||
| Q1 24 | $516.0M | — |
自由现金流BAMCMPR
| Q1 26 | — | — | ||
| Q4 25 | — | $139.5M | ||
| Q3 25 | — | $-1.3M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率BAMCMPR
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | -0.1% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度BAMCMPR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率BAMCMPR
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 3.34× | ||
| Q3 25 | 1.08× | 3.28× | ||
| Q2 25 | 0.91× | — | ||
| Q1 25 | 0.52× | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 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
BAM
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
CMPR
| Vista | $532.8M | 51% |
| Print Brothers | $219.9M | 21% |
| National Pen | $150.9M | 14% |
| The Print Group | $115.2M | 11% |
| All Other Businesses | $67.2M | 6% |
