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布鲁克菲尔德资产管理（BAM）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是布鲁克菲尔德资产管理的1.3倍（$1.4B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 27.6%，领先29.1%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
BAM vs RMD — 直观对比
营收规模更大
RMD
是对方的1.3倍
$1.1B
净利率更高
BAM
高出29.1%
27.6%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $615.0M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 84.2% | 34.6% |
| 净利率 | 56.7% | 27.6% |
| 营收同比 | — | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益（稀释后） | — | $2.68 |
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BAMRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $974.0M | $1.3B | ||
| Q2 25 | $931.0M | $1.3B | ||
| Q1 25 | $954.0M | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $873.0M | $1.2B | ||
| Q2 24 | $821.0M | $1.2B |
净利润BAMRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $615.0M | $392.6M | ||
| Q3 25 | $692.0M | $348.5M | ||
| Q2 25 | $584.0M | $379.7M | ||
| Q1 25 | $507.0M | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | $537.0M | $311.4M | ||
| Q2 24 | $124.0M | $292.2M |
毛利率BAMRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率BAMRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 84.2% | 34.6% | ||
| Q3 25 | 79.1% | 33.4% | ||
| Q2 25 | 70.8% | 33.7% | ||
| Q1 25 | 61.0% | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | 72.5% | 31.6% | ||
| Q2 24 | 80.4% | 31.2% |
净利率BAMRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 56.7% | 27.6% | ||
| Q3 25 | 71.0% | 26.1% | ||
| Q2 25 | 62.7% | 28.2% | ||
| Q1 25 | 53.1% | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | 61.5% | 25.4% | ||
| Q2 24 | 15.1% | 23.9% |
每股收益（稀释后）BAMRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | — | $2.37 | ||
| Q2 25 | — | $2.58 | ||
| Q1 25 | — | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | — | $2.11 | ||
| Q2 24 | — | $1.97 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $8.9B | $6.3B |
| 总资产 | $17.0B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资BAMRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $480.0M | $1.2B | ||
| Q1 25 | $332.0M | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | — | $426.4M | ||
| Q2 24 | $10.0M | $238.4M |
总债务BAMRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益BAMRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $8.9B | $6.3B | ||
| Q3 25 | $8.5B | $6.1B | ||
| Q2 25 | $8.5B | $6.0B | ||
| Q1 25 | $8.5B | $5.5B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | $9.0B | $5.2B | ||
| Q2 24 | $3.2B | $4.9B |
总资产BAMRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $17.0B | $8.5B | ||
| Q3 25 | $16.5B | $8.3B | ||
| Q2 25 | $16.1B | $8.2B | ||
| Q1 25 | $15.0B | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | $4.2B | $6.9B |
负债/权益比BAMRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | — | — |
| 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BAMRMD
| Q2 26 | — | — | ||
| Q4 25 | $562.0M | $339.7M | ||
| Q3 25 | $745.0M | $457.3M | ||
| Q2 25 | $529.0M | $538.8M | ||
| Q1 25 | $265.0M | $578.7M | ||
| Q4 24 | — | $308.6M | ||
| Q3 24 | $567.0M | $325.5M | ||
| Q2 24 | $159.0M | $440.1M |
自由现金流BAMRMD
| Q2 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | — | $414.4M | ||
| Q2 25 | — | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M | ||
| Q2 24 | — | $415.2M |
自由现金流率BAMRMD
| Q2 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 33.9% |
资本支出强度BAMRMD
| Q2 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% |
现金转化率BAMRMD
| Q2 26 | — | — | ||
| Q4 25 | 0.91× | 0.87× | ||
| Q3 25 | 1.08× | 1.31× | ||
| Q2 25 | 0.91× | 1.42× | ||
| Q1 25 | 0.52× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 1.06× | 1.05× | ||
| Q2 24 | 1.28× | 1.51× |
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% |
RMD
暂无分部数据
