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布鲁克菲尔德资产管理（BAM）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是布鲁克菲尔德资产管理的1.8倍（$1.9B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 11.9%，领先44.8%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
BAM vs MAS — 直观对比
营收规模更大
MAS
是对方的1.8倍
$1.1B
净利率更高
BAM
高出44.8%
11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $615.0M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 84.2% | 16.5% |
| 净利率 | 56.7% | 11.9% |
| 营收同比 | — | 6.5% |
| 净利润同比 | — | 14.5% |
| 每股收益（稀释后） | — | — |
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BAMMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $974.0M | $1.9B | ||
| Q2 25 | $931.0M | $2.1B | ||
| Q1 25 | $954.0M | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $873.0M | $2.0B | ||
| Q2 24 | $821.0M | $2.1B |
净利润BAMMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $615.0M | $165.0M | ||
| Q3 25 | $692.0M | $189.0M | ||
| Q2 25 | $584.0M | $270.0M | ||
| Q1 25 | $507.0M | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | $537.0M | $167.0M | ||
| Q2 24 | $124.0M | $258.0M |
毛利率BAMMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率BAMMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 84.2% | 13.8% | ||
| Q3 25 | 79.1% | 15.8% | ||
| Q2 25 | 70.8% | 20.1% | ||
| Q1 25 | 61.0% | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 72.5% | 18.0% | ||
| Q2 24 | 80.4% | 19.0% |
净利率BAMMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 56.7% | 9.2% | ||
| Q3 25 | 71.0% | 9.9% | ||
| Q2 25 | 62.7% | 13.2% | ||
| Q1 25 | 53.1% | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 61.5% | 8.4% | ||
| Q2 24 | 15.1% | 12.3% |
每股收益（稀释后）BAMMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | — | $0.90 | ||
| Q2 25 | — | $1.28 | ||
| Q1 25 | — | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $1.17 |
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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $8.9B | $27.0M |
| 总资产 | $17.0B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资BAMMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $647.0M | ||
| Q3 25 | $1.1B | $559.0M | ||
| Q2 25 | $480.0M | $390.0M | ||
| Q1 25 | $332.0M | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | — | $646.0M | ||
| Q2 24 | $10.0M | $398.0M |
总债务BAMMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BAMMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $8.9B | $-185.0M | ||
| Q3 25 | $8.5B | $-78.0M | ||
| Q2 25 | $8.5B | $-84.0M | ||
| Q1 25 | $8.5B | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | $9.0B | $-88.0M | ||
| Q2 24 | $3.2B | $-26.0M |
总资产BAMMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $17.0B | $5.2B | ||
| Q3 25 | $16.5B | $5.3B | ||
| Q2 25 | $16.1B | $5.3B | ||
| Q1 25 | $15.0B | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | $4.2B | $5.4B |
负债/权益比BAMMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 0.91× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BAMMAS
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $418.0M | ||
| Q3 25 | $745.0M | $456.0M | ||
| Q2 25 | $529.0M | $306.0M | ||
| Q1 25 | $265.0M | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | $567.0M | $416.0M | ||
| Q2 24 | $159.0M | $346.0M |
自由现金流BAMMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $371.0M | ||
| Q3 25 | — | $415.0M | ||
| Q2 25 | — | $270.0M | ||
| Q1 25 | — | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $303.0M |
自由现金流率BAMMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 14.5% |
资本支出强度BAMMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.1% |
现金转化率BAMMAS
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 2.53× | ||
| Q3 25 | 1.08× | 2.41× | ||
| Q2 25 | 0.91× | 1.13× | ||
| Q1 25 | 0.52× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | 1.06× | 2.49× | ||
| Q2 24 | 1.28× | 1.34× |
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% |
MAS
暂无分部数据
