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布鲁克菲尔德资产管理（BAM）与LCI INDUSTRIES（LCII）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LCI INDUSTRIES的1.2倍（$1.1B vs $932.7M），布鲁克菲尔德资产管理净利率更高（56.7% vs 2.0%，领先54.7%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
BAM vs LCII — 直观对比
营收规模更大
BAM
是对方的1.2倍
$932.7M
净利率更高
BAM
高出54.7%
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $932.7M |
| 净利润 | $615.0M | $18.7M |
| 毛利率 | — | 22.1% |
| 营业利润率 | 84.2% | 3.8% |
| 净利率 | 56.7% | 2.0% |
| 营收同比 | — | 16.1% |
| 净利润同比 | — | 95.7% |
| 每股收益（稀释后） | — | $0.79 |
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BAMLCII
| Q4 25 | $1.1B | $932.7M | ||
| Q3 25 | $974.0M | $1.0B | ||
| Q2 25 | $931.0M | $1.1B | ||
| Q1 25 | $954.0M | $1.0B | ||
| Q4 24 | — | $803.1M | ||
| Q3 24 | $873.0M | $915.5M | ||
| Q2 24 | $821.0M | $1.1B | ||
| Q1 24 | $786.0M | $968.0M |
净利润BAMLCII
| Q4 25 | $615.0M | $18.7M | ||
| Q3 25 | $692.0M | $62.5M | ||
| Q2 25 | $584.0M | $57.6M | ||
| Q1 25 | $507.0M | $49.4M | ||
| Q4 24 | — | $9.5M | ||
| Q3 24 | $537.0M | $35.6M | ||
| Q2 24 | $124.0M | $61.2M | ||
| Q1 24 | $373.0M | $36.5M |
毛利率BAMLCII
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 23.1% |
营业利润率BAMLCII
| Q4 25 | 84.2% | 3.8% | ||
| Q3 25 | 79.1% | 7.3% | ||
| Q2 25 | 70.8% | 7.9% | ||
| Q1 25 | 61.0% | 7.8% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | 72.5% | 5.9% | ||
| Q2 24 | 80.4% | 8.6% | ||
| Q1 24 | 56.5% | 6.0% |
净利率BAMLCII
| Q4 25 | 56.7% | 2.0% | ||
| Q3 25 | 71.0% | 6.0% | ||
| Q2 25 | 62.7% | 5.2% | ||
| Q1 25 | 53.1% | 4.7% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | 61.5% | 3.9% | ||
| Q2 24 | 15.1% | 5.8% | ||
| Q1 24 | 47.5% | 3.8% |
每股收益（稀释后）BAMLCII
| Q4 25 | — | $0.79 | ||
| Q3 25 | — | $2.55 | ||
| Q2 25 | — | $2.29 | ||
| Q1 25 | — | $1.94 | ||
| Q4 24 | — | $0.37 | ||
| Q3 24 | — | $1.39 | ||
| Q2 24 | — | $2.40 | ||
| Q1 24 | — | $1.44 |
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 | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $8.9B | $1.4B |
| 总资产 | $17.0B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资BAMLCII
| Q4 25 | $1.6B | $222.6M | ||
| Q3 25 | $1.1B | $199.7M | ||
| Q2 25 | $480.0M | $191.9M | ||
| Q1 25 | $332.0M | $231.2M | ||
| Q4 24 | — | $165.8M | ||
| Q3 24 | — | $161.2M | ||
| Q2 24 | $10.0M | $130.4M | ||
| Q1 24 | — | $22.6M |
总债务BAMLCII
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | — | $855.3M |
股东权益BAMLCII
| Q4 25 | $8.9B | $1.4B | ||
| Q3 25 | $8.5B | $1.4B | ||
| Q2 25 | $8.5B | $1.4B | ||
| Q1 25 | $8.5B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $9.0B | $1.4B | ||
| Q2 24 | $3.2B | $1.4B | ||
| Q1 24 | $2.2B | $1.4B |
总资产BAMLCII
| Q4 25 | $17.0B | $3.2B | ||
| Q3 25 | $16.5B | $3.2B | ||
| Q2 25 | $16.1B | $3.2B | ||
| Q1 25 | $15.0B | $3.1B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $4.2B | $3.0B | ||
| Q1 24 | — | $3.0B |
负债/权益比BAMLCII
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $64.3M |
| 自由现金流率自由现金流/营收 | — | 6.9% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 0.91× | 4.22× |
| 过去12个月自由现金流最近4个季度 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流BAMLCII
| Q4 25 | $562.0M | $78.9M | ||
| Q3 25 | $745.0M | $97.2M | ||
| Q2 25 | $529.0M | $112.2M | ||
| Q1 25 | $265.0M | $42.7M | ||
| Q4 24 | — | $106.6M | ||
| Q3 24 | $567.0M | $78.4M | ||
| Q2 24 | $159.0M | $192.9M | ||
| Q1 24 | $516.0M | $-7.7M |
自由现金流BAMLCII
| Q4 25 | — | $64.3M | ||
| Q3 25 | — | $80.9M | ||
| Q2 25 | — | $99.5M | ||
| Q1 25 | — | $33.7M | ||
| Q4 24 | — | $95.7M | ||
| Q3 24 | — | $68.3M | ||
| Q2 24 | — | $180.2M | ||
| Q1 24 | — | $-16.3M |
自由现金流率BAMLCII
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 17.1% | ||
| Q1 24 | — | -1.7% |
资本支出强度BAMLCII
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 0.9% |
现金转化率BAMLCII
| Q4 25 | 0.91× | 4.22× | ||
| Q3 25 | 1.08× | 1.55× | ||
| Q2 25 | 0.91× | 1.95× | ||
| Q1 25 | 0.52× | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | 1.06× | 2.20× | ||
| Q2 24 | 1.28× | 3.15× | ||
| Q1 24 | 1.38× | -0.21× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
