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布鲁克菲尔德资产管理（BAM）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是布鲁克菲尔德资产管理的1.0倍（$1.1B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 9.9%，领先46.7%）
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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
BAM vs FN — 直观对比
营收规模更大
FN
是对方的1.0倍
$1.1B
净利率更高
BAM
高出46.7%
9.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $615.0M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 84.2% | 10.1% |
| 净利率 | 56.7% | 9.9% |
| 营收同比 | — | 35.9% |
| 净利润同比 | — | 30.0% |
| 每股收益（稀释后） | — | $3.11 |
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BAMFN
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $974.0M | $978.1M | ||
| Q2 25 | $931.0M | $909.7M | ||
| Q1 25 | $954.0M | $871.8M | ||
| Q4 24 | — | $833.6M | ||
| Q3 24 | $873.0M | $804.2M | ||
| Q2 24 | $821.0M | $753.3M | ||
| Q1 24 | $786.0M | $731.5M |
净利润BAMFN
| Q4 25 | $615.0M | $112.6M | ||
| Q3 25 | $692.0M | $95.9M | ||
| Q2 25 | $584.0M | $87.2M | ||
| Q1 25 | $507.0M | $81.3M | ||
| Q4 24 | — | $86.6M | ||
| Q3 24 | $537.0M | $77.4M | ||
| Q2 24 | $124.0M | $81.1M | ||
| Q1 24 | $373.0M | $80.9M |
毛利率BAMFN
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
营业利润率BAMFN
| Q4 25 | 84.2% | 10.1% | ||
| Q3 25 | 79.1% | 9.6% | ||
| Q2 25 | 70.8% | 9.8% | ||
| Q1 25 | 61.0% | 9.0% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 72.5% | 9.6% | ||
| Q2 24 | 80.4% | 9.7% | ||
| Q1 24 | 56.5% | 9.7% |
净利率BAMFN
| Q4 25 | 56.7% | 9.9% | ||
| Q3 25 | 71.0% | 9.8% | ||
| Q2 25 | 62.7% | 9.6% | ||
| Q1 25 | 53.1% | 9.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | 61.5% | 9.6% | ||
| Q2 24 | 15.1% | 10.8% | ||
| Q1 24 | 47.5% | 11.1% |
每股收益（稀释后）BAMFN
| Q4 25 | — | $3.11 | ||
| Q3 25 | — | $2.66 | ||
| Q2 25 | — | $2.41 | ||
| Q1 25 | — | $2.25 | ||
| Q4 24 | — | $2.38 | ||
| Q3 24 | — | $2.13 | ||
| Q2 24 | — | $2.22 | ||
| Q1 24 | — | $2.21 |
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 | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $2.2B |
| 总资产 | $17.0B | $3.3B |
| 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BAMFN
| Q4 25 | $1.6B | $960.8M | ||
| Q3 25 | $1.1B | $968.8M | ||
| Q2 25 | $480.0M | $934.2M | ||
| Q1 25 | $332.0M | $950.7M | ||
| Q4 24 | — | $934.6M | ||
| Q3 24 | — | $908.9M | ||
| Q2 24 | $10.0M | $858.6M | ||
| Q1 24 | — | $794.0M |
股东权益BAMFN
| Q4 25 | $8.9B | $2.2B | ||
| Q3 25 | $8.5B | $2.1B | ||
| Q2 25 | $8.5B | $2.0B | ||
| Q1 25 | $8.5B | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $9.0B | $1.8B | ||
| Q2 24 | $3.2B | $1.7B | ||
| Q1 24 | $2.2B | $1.7B |
总资产BAMFN
| Q4 25 | $17.0B | $3.3B | ||
| Q3 25 | $16.5B | $3.0B | ||
| Q2 25 | $16.1B | $2.8B | ||
| Q1 25 | $15.0B | $2.6B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $4.2B | $2.3B | ||
| Q1 24 | — | $2.2B |
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 | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | 0.91× | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流BAMFN
| Q4 25 | $562.0M | $46.3M | ||
| Q3 25 | $745.0M | $102.6M | ||
| Q2 25 | $529.0M | $55.1M | ||
| Q1 25 | $265.0M | $74.2M | ||
| Q4 24 | — | $115.9M | ||
| Q3 24 | $567.0M | $83.2M | ||
| Q2 24 | $159.0M | $83.1M | ||
| Q1 24 | $516.0M | $100.9M |
自由现金流BAMFN
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M | ||
| Q1 24 | — | $87.3M |
自由现金流率BAMFN
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 11.9% |
资本支出强度BAMFN
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 1.9% |
现金转化率BAMFN
| Q4 25 | 0.91× | 0.41× | ||
| Q3 25 | 1.08× | 1.07× | ||
| Q2 25 | 0.91× | 0.63× | ||
| Q1 25 | 0.52× | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 1.06× | 1.07× | ||
| Q2 24 | 1.28× | 1.02× | ||
| Q1 24 | 1.38× | 1.25× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
