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布鲁克菲尔德资产管理（BAM）与EPAM Systems（EPAM）财务数据对比。点击上方公司名可切换其他公司
EPAM Systems的季度营收约是布鲁克菲尔德资产管理的1.0倍（$1.4B vs $1.3B），布鲁克菲尔德资产管理净利率更高（43.8% vs 5.9%，领先37.9%），布鲁克菲尔德资产管理同比增速更快（23.8% vs 7.6%），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 10.5%）
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。
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业，核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块，同时是MACH联盟的创始成员，在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
BAM vs EPAM — 直观对比
营收规模更大
EPAM
是对方的1.0倍
$1.3B
营收增速更快
BAM
高出16.2%
7.6%
净利率更高
BAM
高出37.9%
5.9%
两年增速更快
BAM
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $586.0M | $82.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 8.3% |
| 净利率 | 43.8% | 5.9% |
| 营收同比 | 23.8% | 7.6% |
| 净利润同比 | 15.6% | 12.3% |
| 每股收益（稀释后） | $0.38 | $1.52 |
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BAMEPAM
| Q1 26 | $1.3B | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $974.0M | $1.4B | ||
| Q2 25 | $931.0M | $1.4B | ||
| Q1 25 | $954.0M | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $873.0M | $1.2B | ||
| Q2 24 | $821.0M | $1.1B |
净利润BAMEPAM
| Q1 26 | $586.0M | $82.5M | ||
| Q4 25 | $615.0M | $109.4M | ||
| Q3 25 | $692.0M | $106.8M | ||
| Q2 25 | $584.0M | $88.0M | ||
| Q1 25 | $507.0M | $73.5M | ||
| Q4 24 | — | $103.3M | ||
| Q3 24 | $537.0M | $136.3M | ||
| Q2 24 | $124.0M | $98.6M |
毛利率BAMEPAM
| Q1 26 | — | — | ||
| Q4 25 | — | 30.1% | ||
| Q3 25 | — | 29.5% | ||
| Q2 25 | — | 28.8% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 30.4% | ||
| Q3 24 | — | 34.6% | ||
| Q2 24 | — | 29.3% |
营业利润率BAMEPAM
| Q1 26 | — | 8.3% | ||
| Q4 25 | 84.2% | 10.6% | ||
| Q3 25 | 79.1% | 10.4% | ||
| Q2 25 | 70.8% | 9.3% | ||
| Q1 25 | 61.0% | 7.6% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | 72.5% | 15.2% | ||
| Q2 24 | 80.4% | 10.5% |
净利率BAMEPAM
| Q1 26 | 43.8% | 5.9% | ||
| Q4 25 | 56.7% | 7.8% | ||
| Q3 25 | 71.0% | 7.7% | ||
| Q2 25 | 62.7% | 6.5% | ||
| Q1 25 | 53.1% | 5.6% | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | 61.5% | 11.7% | ||
| Q2 24 | 15.1% | 8.6% |
每股收益（稀释后）BAMEPAM
| Q1 26 | $0.38 | $1.52 | ||
| Q4 25 | — | $1.97 | ||
| Q3 25 | — | $1.91 | ||
| Q2 25 | — | $1.56 | ||
| Q1 25 | — | $1.28 | ||
| Q4 24 | — | $1.80 | ||
| Q3 24 | — | $2.37 | ||
| Q2 24 | — | $1.70 |
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 | $1.0B |
| 总债务越低越好 | — | $165.0M |
| 股东权益账面价值 | $8.6M | $3.4B |
| 总资产 | $17.9M | $4.7B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资BAMEPAM
| Q1 26 | $1.0M | $1.0B | ||
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $480.0M | $1.0B | ||
| Q1 25 | $332.0M | $1.2B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $10.0M | $1.8B |
总债务BAMEPAM
| Q1 26 | — | $165.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BAMEPAM
| Q1 26 | $8.6M | $3.4B | ||
| Q4 25 | $8.9B | $3.7B | ||
| Q3 25 | $8.5B | $3.7B | ||
| Q2 25 | $8.5B | $3.7B | ||
| Q1 25 | $8.5B | $3.6B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | $9.0B | $3.6B | ||
| Q2 24 | $3.2B | $3.4B |
总资产BAMEPAM
| Q1 26 | $17.9M | $4.7B | ||
| Q4 25 | $17.0B | $4.9B | ||
| Q3 25 | $16.5B | $4.8B | ||
| Q2 25 | $16.1B | $4.7B | ||
| Q1 25 | $15.0B | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | $4.2B | $4.2B |
负债/权益比BAMEPAM
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
BAM
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
EPAM
暂无分部数据
