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布鲁克菲尔德资产管理(BAM)与FRESH DEL MONTE PRODUCE INC(FDP)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FRESH DEL MONTE PRODUCE INC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 1.0%,领先42.8%),布鲁克菲尔德资产管理同比增速更快(23.8% vs -4.9%),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 -4.3%)
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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业,注册地位于开曼群岛乔治敦,美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
BAM vs FDP — 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28.7%
-4.9%
净利率更高
BAM
高出42.8%
1.0%
两年增速更快
BAM
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $586.0M | $10.7M |
| 毛利率 | — | 8.5% |
| 营业利润率 | — | 1.9% |
| 净利率 | 43.8% | 1.0% |
| 营收同比 | 23.8% | -4.9% |
| 净利润同比 | 15.6% | -67.8% |
| 每股收益(稀释后) | $0.38 | $0.21 |
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
BAM
FDP
| Q1 26 | $1.3B | $1.0B | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $974.0M | $1.0B | ||
| Q2 25 | $931.0M | $1.2B | ||
| Q1 25 | $954.0M | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $873.0M | $1.0B | ||
| Q2 24 | $821.0M | $1.1B |
净利润
BAM
FDP
| Q1 26 | $586.0M | $10.7M | ||
| Q4 25 | $615.0M | $32.3M | ||
| Q3 25 | $692.0M | $-29.1M | ||
| Q2 25 | $584.0M | $56.8M | ||
| Q1 25 | $507.0M | $31.1M | ||
| Q4 24 | — | $20.3M | ||
| Q3 24 | $537.0M | $42.1M | ||
| Q2 24 | $124.0M | $53.6M |
毛利率
BAM
FDP
| Q1 26 | — | 8.5% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | — | 9.9% |
营业利润率
BAM
FDP
| Q1 26 | — | 1.9% | ||
| Q4 25 | 84.2% | 4.5% | ||
| Q3 25 | 79.1% | -2.1% | ||
| Q2 25 | 70.8% | 5.8% | ||
| Q1 25 | 61.0% | 4.1% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | 72.5% | 5.3% | ||
| Q2 24 | 80.4% | 6.0% |
净利率
BAM
FDP
| Q1 26 | 43.8% | 1.0% | ||
| Q4 25 | 56.7% | 3.2% | ||
| Q3 25 | 71.0% | -2.8% | ||
| Q2 25 | 62.7% | 4.8% | ||
| Q1 25 | 53.1% | 2.8% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | 61.5% | 4.1% | ||
| Q2 24 | 15.1% | 4.7% |
每股收益(稀释后)
BAM
FDP
| Q1 26 | $0.38 | $0.21 | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $-0.61 | ||
| Q2 25 | — | $1.18 | ||
| Q1 25 | — | $0.64 | ||
| Q4 24 | — | $0.41 | ||
| Q3 24 | — | $0.88 | ||
| Q2 24 | — | $1.12 |
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 | $66.3M |
| 总债务越低越好 | — | $451.5M |
| 股东权益账面价值 | $8.6M | $2.0B |
| 总资产 | $17.9M | $3.4B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
BAM
FDP
| Q1 26 | $1.0M | $66.3M | ||
| Q4 25 | $1.6B | $35.7M | ||
| Q3 25 | $1.1B | $97.2M | ||
| Q2 25 | $480.0M | $85.5M | ||
| Q1 25 | $332.0M | $34.4M | ||
| Q4 24 | — | $32.6M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | $10.0M | $37.8M |
总债务
BAM
FDP
| Q1 26 | — | $451.5M | ||
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M |
股东权益
BAM
FDP
| Q1 26 | $8.6M | $2.0B | ||
| Q4 25 | $8.9B | $2.0B | ||
| Q3 25 | $8.5B | $2.0B | ||
| Q2 25 | $8.5B | $2.1B | ||
| Q1 25 | $8.5B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $9.0B | $2.0B | ||
| Q2 24 | $3.2B | $2.0B |
总资产
BAM
FDP
| Q1 26 | $17.9M | $3.4B | ||
| Q4 25 | $17.0B | $3.1B | ||
| Q3 25 | $16.5B | $3.1B | ||
| Q2 25 | $16.1B | $3.2B | ||
| Q1 25 | $15.0B | $3.2B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $4.2B | $3.1B |
负债/权益比
BAM
FDP
| Q1 26 | — | 0.22× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | — | $44.1M |
| 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 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 4.12× |
| 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
BAM
FDP
| Q1 26 | — | $44.1M | ||
| Q4 25 | $562.0M | $10.9M | ||
| Q3 25 | $745.0M | $75.0M | ||
| Q2 25 | $529.0M | $113.1M | ||
| Q1 25 | $265.0M | $46.1M | ||
| Q4 24 | — | $-4.7M | ||
| Q3 24 | $567.0M | $43.5M | ||
| Q2 24 | $159.0M | $125.0M |
自由现金流
BAM
FDP
| Q1 26 | — | — | ||
| Q4 25 | — | $-17.2M | ||
| Q3 25 | — | $60.9M | ||
| Q2 25 | — | $101.5M | ||
| Q1 25 | — | $36.1M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $30.1M | ||
| Q2 24 | — | $117.0M |
自由现金流率
BAM
FDP
| Q1 26 | — | — | ||
| Q4 25 | — | -1.7% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | -2.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 10.3% |
资本支出强度
BAM
FDP
| Q1 26 | — | 1.4% | ||
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 0.7% |
现金转化率
BAM
FDP
| Q1 26 | — | 4.12× | ||
| Q4 25 | 0.91× | 0.34× | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 0.91× | 1.99× | ||
| Q1 25 | 0.52× | 1.48× | ||
| Q4 24 | — | -0.23× | ||
| Q3 24 | 1.06× | 1.03× | ||
| Q2 24 | 1.28× | 2.33× |
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% |
FDP
暂无分部数据