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布鲁克菲尔德资产管理(BAM)与Liberty Energy Inc.(LBRT)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Liberty Energy 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 2.2%,领先41.6%),布鲁克菲尔德资产管理同比增速更快(23.8% vs 4.5%),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 -6.2%)
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。
Liberty Energy Inc.是北美领先的能源服务供应商,专注为油气运营企业提供水力压裂及完井解决方案,服务覆盖美国主要页岩产区,供应低排放作业设备及定制化支持,帮助提升油气井生产效率。
BAM vs LBRT — 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19.3%
4.5%
净利率更高
BAM
高出41.6%
2.2%
两年增速更快
BAM
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $586.0M | $22.6M |
| 毛利率 | — | — |
| 营业利润率 | — | 2.2% |
| 净利率 | 43.8% | 2.2% |
| 营收同比 | 23.8% | 4.5% |
| 净利润同比 | 15.6% | — |
| 每股收益(稀释后) | $0.38 | $0.14 |
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
LBRT
| Q1 26 | $1.3B | $1.0B | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $974.0M | $947.4M | ||
| Q2 25 | $931.0M | $1.0B | ||
| Q1 25 | $954.0M | $977.5M | ||
| Q4 24 | — | $943.6M | ||
| Q3 24 | $873.0M | $1.1B | ||
| Q2 24 | $821.0M | $1.2B |
净利润
BAM
LBRT
| Q1 26 | $586.0M | $22.6M | ||
| Q4 25 | $615.0M | $13.7M | ||
| Q3 25 | $692.0M | $43.1M | ||
| Q2 25 | $584.0M | $71.0M | ||
| Q1 25 | $507.0M | $20.1M | ||
| Q4 24 | — | $51.9M | ||
| Q3 24 | $537.0M | $73.8M | ||
| Q2 24 | $124.0M | $108.4M |
毛利率
BAM
LBRT
| Q1 26 | — | — | ||
| Q4 25 | — | 20.6% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 22.1% | ||
| Q1 25 | — | 22.1% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 26.2% | ||
| Q2 24 | — | 27.9% |
营业利润率
BAM
LBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 84.2% | 1.9% | ||
| Q3 25 | 79.1% | -0.3% | ||
| Q2 25 | 70.8% | 3.6% | ||
| Q1 25 | 61.0% | 1.9% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | 72.5% | 9.4% | ||
| Q2 24 | 80.4% | 12.2% |
净利率
BAM
LBRT
| Q1 26 | 43.8% | 2.2% | ||
| Q4 25 | 56.7% | 1.3% | ||
| Q3 25 | 71.0% | 4.5% | ||
| Q2 25 | 62.7% | 6.8% | ||
| Q1 25 | 53.1% | 2.1% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | 61.5% | 6.5% | ||
| Q2 24 | 15.1% | 9.3% |
每股收益(稀释后)
BAM
LBRT
| Q1 26 | $0.38 | $0.14 | ||
| Q4 25 | — | $0.08 | ||
| Q3 25 | — | $0.26 | ||
| Q2 25 | — | $0.43 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $0.31 | ||
| Q3 24 | — | $0.44 | ||
| Q2 24 | — | $0.64 |
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 | $699.1M |
| 总债务越低越好 | — | $7.1M |
| 股东权益账面价值 | $8.6M | $1.9B |
| 总资产 | $17.9M | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
BAM
LBRT
| Q1 26 | $1.0M | $699.1M | ||
| Q4 25 | $1.6B | $27.6M | ||
| Q3 25 | $1.1B | $13.5M | ||
| Q2 25 | $480.0M | $19.6M | ||
| Q1 25 | $332.0M | $24.1M | ||
| Q4 24 | — | $20.0M | ||
| Q3 24 | — | $23.0M | ||
| Q2 24 | $10.0M | $30.0M |
总债务
BAM
LBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BAM
LBRT
| Q1 26 | $8.6M | $1.9B | ||
| Q4 25 | $8.9B | $2.1B | ||
| Q3 25 | $8.5B | $2.1B | ||
| Q2 25 | $8.5B | $2.0B | ||
| Q1 25 | $8.5B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $9.0B | $2.0B | ||
| Q2 24 | $3.2B | $1.9B |
总资产
BAM
LBRT
| Q1 26 | $17.9M | $4.4B | ||
| Q4 25 | $17.0B | $3.6B | ||
| Q3 25 | $16.5B | $3.5B | ||
| Q2 25 | $16.1B | $3.4B | ||
| Q1 25 | $15.0B | $3.4B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | $4.2B | $3.2B |
负债/权益比
BAM
LBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| 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% |
LBRT
暂无分部数据