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布鲁克菲尔德资产管理（BAM）与豪梅特航空航天（HWM）财务数据对比。点击上方公司名可切换其他公司
豪梅特航空航天的季度营收约是布鲁克菲尔德资产管理的2.0倍（$2.2B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 17.2%，领先39.5%）
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。
豪梅特航空航天是总部位于美国宾夕法尼亚州匹兹堡的航空航天企业，专业生产喷气发动机零部件、航空紧固件、航空用钛合金结构件，同时为重型卡车供应高性能锻造铝轮产品。
BAM vs HWM — 直观对比
营收规模更大
HWM
是对方的2.0倍
$1.1B
净利率更高
BAM
高出39.5%
17.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $615.0M | $372.0M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | 22.6% |
| 净利率 | 56.7% | 17.2% |
| 营收同比 | — | 14.6% |
| 净利润同比 | — | 18.5% |
| 每股收益（稀释后） | — | $0.92 |
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BAMHWM
| Q4 25 | $1.1B | $2.2B | ||
| Q3 25 | $974.0M | $2.1B | ||
| Q2 25 | $931.0M | $2.1B | ||
| Q1 25 | $954.0M | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $873.0M | $1.8B | ||
| Q2 24 | $821.0M | $1.9B | ||
| Q1 24 | $786.0M | $1.8B |
净利润BAMHWM
| Q4 25 | $615.0M | $372.0M | ||
| Q3 25 | $692.0M | $385.0M | ||
| Q2 25 | $584.0M | $407.0M | ||
| Q1 25 | $507.0M | $344.0M | ||
| Q4 24 | — | $314.0M | ||
| Q3 24 | $537.0M | $332.0M | ||
| Q2 24 | $124.0M | $266.0M | ||
| Q1 24 | $373.0M | $243.0M |
营业利润率BAMHWM
| Q4 25 | 84.2% | 22.6% | ||
| Q3 25 | 79.1% | 25.9% | ||
| Q2 25 | 70.8% | 25.4% | ||
| Q1 25 | 61.0% | 25.4% | ||
| Q4 24 | — | 23.5% | ||
| Q3 24 | 72.5% | 22.9% | ||
| Q2 24 | 80.4% | 21.2% | ||
| Q1 24 | 56.5% | 20.2% |
净利率BAMHWM
| Q4 25 | 56.7% | 17.2% | ||
| Q3 25 | 71.0% | 18.4% | ||
| Q2 25 | 62.7% | 19.8% | ||
| Q1 25 | 53.1% | 17.7% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | 61.5% | 18.1% | ||
| Q2 24 | 15.1% | 14.1% | ||
| Q1 24 | 47.5% | 13.3% |
每股收益（稀释后）BAMHWM
| Q4 25 | — | $0.92 | ||
| Q3 25 | — | $0.95 | ||
| Q2 25 | — | $1.00 | ||
| Q1 25 | — | $0.84 | ||
| Q4 24 | — | $0.76 | ||
| Q3 24 | — | $0.81 | ||
| Q2 24 | — | $0.65 | ||
| Q1 24 | — | $0.59 |
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 | $742.0M |
| 总债务越低越好 | — | $3.0B |
| 股东权益账面价值 | $8.9B | $5.4B |
| 总资产 | $17.0B | $11.2B |
| 负债/权益比越低杠杆越低 | — | 0.57× |
8季度趋势，按日历期对齐
现金及短期投资BAMHWM
| Q4 25 | $1.6B | $742.0M | ||
| Q3 25 | $1.1B | $659.0M | ||
| Q2 25 | $480.0M | $545.0M | ||
| Q1 25 | $332.0M | $536.0M | ||
| Q4 24 | — | $564.0M | ||
| Q3 24 | — | $475.0M | ||
| Q2 24 | $10.0M | $752.0M | ||
| Q1 24 | — | $533.0M |
总债务BAMHWM
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.7B | ||
| Q1 24 | — | $3.7B |
股东权益BAMHWM
| Q4 25 | $8.9B | $5.4B | ||
| Q3 25 | $8.5B | $5.1B | ||
| Q2 25 | $8.5B | $5.0B | ||
| Q1 25 | $8.5B | $4.8B | ||
| Q4 24 | — | $4.6B | ||
| Q3 24 | $9.0B | $4.5B | ||
| Q2 24 | $3.2B | $4.3B | ||
| Q1 24 | $2.2B | $4.1B |
总资产BAMHWM
| Q4 25 | $17.0B | $11.2B | ||
| Q3 25 | $16.5B | $11.2B | ||
| Q2 25 | $16.1B | $11.0B | ||
| Q1 25 | $15.0B | $10.8B | ||
| Q4 24 | — | $10.5B | ||
| Q3 24 | — | $10.6B | ||
| Q2 24 | $4.2B | $10.7B | ||
| Q1 24 | — | $10.4B |
负债/权益比BAMHWM
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 0.62× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.86× | ||
| Q1 24 | — | 0.90× |
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 | $654.0M |
| 自由现金流经营现金流 - 资本支出 | — | $530.0M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | 0.91× | 1.76× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流BAMHWM
| Q4 25 | $562.0M | $654.0M | ||
| Q3 25 | $745.0M | $531.0M | ||
| Q2 25 | $529.0M | $446.0M | ||
| Q1 25 | $265.0M | $253.0M | ||
| Q4 24 | — | $480.0M | ||
| Q3 24 | $567.0M | $244.0M | ||
| Q2 24 | $159.0M | $397.0M | ||
| Q1 24 | $516.0M | $177.0M |
自由现金流BAMHWM
| Q4 25 | — | $530.0M | ||
| Q3 25 | — | $423.0M | ||
| Q2 25 | — | $344.0M | ||
| Q1 25 | — | $134.0M | ||
| Q4 24 | — | $378.0M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | — | $342.0M | ||
| Q1 24 | — | $95.0M |
自由现金流率BAMHWM
| Q4 25 | — | 24.4% | ||
| Q3 25 | — | 20.2% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | 6.9% | ||
| Q4 24 | — | 20.0% | ||
| Q3 24 | — | 8.8% | ||
| Q2 24 | — | 18.2% | ||
| Q1 24 | — | 5.2% |
资本支出强度BAMHWM
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | 4.5% |
现金转化率BAMHWM
| Q4 25 | 0.91× | 1.76× | ||
| Q3 25 | 1.08× | 1.38× | ||
| Q2 25 | 0.91× | 1.10× | ||
| Q1 25 | 0.52× | 0.74× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 1.06× | 0.73× | ||
| Q2 24 | 1.28× | 1.49× | ||
| Q1 24 | 1.38× | 0.73× |
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% |
HWM
| Engine Products Segment | $1.2B | 54% |
| Fastening Systems | $454.0M | 21% |
| Forged Wheels | $264.0M | 12% |
| Aerospace Defense | $236.0M | 11% |
| Commercial Transportation | $46.0M | 2% |
