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布鲁克菲尔德资产管理（BAM）与JBT Marel Corp（JBTM）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JBT Marel Corp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 5.3%，领先38.5%），JBT Marel Corp同比增速更快（115.6% vs 23.8%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 30.5%）
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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
BAM vs JBTM — 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
JBTM
高出91.8%
23.8%
净利率更高
BAM
高出38.5%
5.3%
两年增速更快
JBTM
近两年复合增速
30.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $586.0M | $53.1M |
| 毛利率 | — | 34.5% |
| 营业利润率 | — | 7.2% |
| 净利率 | 43.8% | 5.3% |
| 营收同比 | 23.8% | 115.6% |
| 净利润同比 | 15.6% | 858.6% |
| 每股收益（稀释后） | $0.38 | $1.04 |
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BAMJBTM
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $974.0M | $1.0B | ||
| Q2 25 | $931.0M | $934.8M | ||
| Q1 25 | $954.0M | $854.1M | ||
| Q4 24 | — | $467.6M | ||
| Q3 24 | $873.0M | $453.8M | ||
| Q2 24 | $821.0M | $402.3M |
净利润BAMJBTM
| Q1 26 | $586.0M | — | ||
| Q4 25 | $615.0M | $53.1M | ||
| Q3 25 | $692.0M | $66.0M | ||
| Q2 25 | $584.0M | $3.4M | ||
| Q1 25 | $507.0M | $-173.0M | ||
| Q4 24 | — | $-7.0M | ||
| Q3 24 | $537.0M | $38.9M | ||
| Q2 24 | $124.0M | $30.7M |
毛利率BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 34.5% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 34.2% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 35.6% |
营业利润率BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | 84.2% | 7.2% | ||
| Q3 25 | 79.1% | 10.2% | ||
| Q2 25 | 70.8% | 5.2% | ||
| Q1 25 | 61.0% | -3.9% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | 72.5% | 10.3% | ||
| Q2 24 | 80.4% | 6.7% |
净利率BAMJBTM
| Q1 26 | 43.8% | — | ||
| Q4 25 | 56.7% | 5.3% | ||
| Q3 25 | 71.0% | 6.6% | ||
| Q2 25 | 62.7% | 0.4% | ||
| Q1 25 | 53.1% | -20.3% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | 61.5% | 8.6% | ||
| Q2 24 | 15.1% | 7.6% |
每股收益（稀释后）BAMJBTM
| Q1 26 | $0.38 | — | ||
| Q4 25 | — | $1.04 | ||
| Q3 25 | — | $1.26 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $-3.35 | ||
| Q4 24 | — | $-0.22 | ||
| Q3 24 | — | $1.21 | ||
| Q2 24 | — | $0.95 |
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 | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $8.6M | $4.5B |
| 总资产 | $17.9M | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资BAMJBTM
| Q1 26 | $1.0M | — | ||
| Q4 25 | $1.6B | $167.9M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $480.0M | — | ||
| Q1 25 | $332.0M | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | $10.0M | — |
总债务BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M |
股东权益BAMJBTM
| Q1 26 | $8.6M | — | ||
| Q4 25 | $8.9B | $4.5B | ||
| Q3 25 | $8.5B | $4.4B | ||
| Q2 25 | $8.5B | $4.4B | ||
| Q1 25 | $8.5B | $4.1B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $9.0B | $1.6B | ||
| Q2 24 | $3.2B | $1.5B |
总资产BAMJBTM
| Q1 26 | $17.9M | — | ||
| Q4 25 | $17.0B | $8.2B | ||
| Q3 25 | $16.5B | $8.2B | ||
| Q2 25 | $16.1B | $8.3B | ||
| Q1 25 | $15.0B | $8.0B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $4.2B | $2.7B |
负债/权益比BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× |
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 | — | $117.4M |
| 自由现金流经营现金流 - 资本支出 | — | $83.5M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $238.1M |
8季度趋势，按日历期对齐
经营现金流BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $117.4M | ||
| Q3 25 | $745.0M | $87.7M | ||
| Q2 25 | $529.0M | $102.2M | ||
| Q1 25 | $265.0M | $34.4M | ||
| Q4 24 | — | $128.7M | ||
| Q3 24 | $567.0M | $71.9M | ||
| Q2 24 | $159.0M | $21.6M |
自由现金流BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $83.7M | ||
| Q1 25 | — | $14.4M | ||
| Q4 24 | — | $118.7M | ||
| Q3 24 | — | $65.0M | ||
| Q2 24 | — | $11.1M |
自由现金流率BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 2.8% |
资本支出强度BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.6% |
现金转化率BAMJBTM
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 2.21× | ||
| Q3 25 | 1.08× | 1.33× | ||
| Q2 25 | 0.91× | 30.06× | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.06× | 1.85× | ||
| Q2 24 | 1.28× | 0.70× |
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% |
JBTM
暂无分部数据
