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布鲁克菲尔德资产管理（BAM）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是布鲁克菲尔德资产管理的1.9倍（$2.1B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 15.8%，领先40.9%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
BAM vs ROP — 直观对比
营收规模更大
ROP
是对方的1.9倍
$1.1B
净利率更高
BAM
高出40.9%
15.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $615.0M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 84.2% | 27.2% |
| 净利率 | 56.7% | 15.8% |
| 营收同比 | — | 11.3% |
| 净利润同比 | — | 53.7% |
| 每股收益（稀释后） | — | $4.87 |
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BAMROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $974.0M | $2.0B | ||
| Q2 25 | $931.0M | $1.9B | ||
| Q1 25 | $954.0M | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $873.0M | $1.8B | ||
| Q2 24 | $821.0M | $1.7B |
净利润BAMROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $615.0M | $428.4M | ||
| Q3 25 | $692.0M | $398.5M | ||
| Q2 25 | $584.0M | $378.3M | ||
| Q1 25 | $507.0M | $331.1M | ||
| Q4 24 | — | $462.3M | ||
| Q3 24 | $537.0M | $367.9M | ||
| Q2 24 | $124.0M | $337.1M |
毛利率BAMROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率BAMROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 84.2% | 28.6% | ||
| Q3 25 | 79.1% | 28.4% | ||
| Q2 25 | 70.8% | 28.2% | ||
| Q1 25 | 61.0% | 27.9% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | 72.5% | 28.1% | ||
| Q2 24 | 80.4% | 28.8% |
净利率BAMROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 56.7% | 20.8% | ||
| Q3 25 | 71.0% | 19.8% | ||
| Q2 25 | 62.7% | 19.5% | ||
| Q1 25 | 53.1% | 17.6% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | 61.5% | 20.8% | ||
| Q2 24 | 15.1% | 19.6% |
每股收益（稀释后）BAMROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | — | $3.68 | ||
| Q2 25 | — | $3.49 | ||
| Q1 25 | — | $3.06 | ||
| Q4 24 | — | $4.29 | ||
| Q3 24 | — | $3.40 | ||
| Q2 24 | — | $3.12 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $8.9B | $18.8B |
| 总资产 | $17.0B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资BAMROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.6B | $297.4M | ||
| Q3 25 | $1.1B | $320.0M | ||
| Q2 25 | $480.0M | $242.4M | ||
| Q1 25 | $332.0M | $372.8M | ||
| Q4 24 | — | $188.2M | ||
| Q3 24 | — | $269.6M | ||
| Q2 24 | $10.0M | $251.5M |
总债务BAMROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BAMROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $8.9B | $19.9B | ||
| Q3 25 | $8.5B | $20.0B | ||
| Q2 25 | $8.5B | $19.6B | ||
| Q1 25 | $8.5B | $19.2B | ||
| Q4 24 | — | $18.9B | ||
| Q3 24 | $9.0B | $18.5B | ||
| Q2 24 | $3.2B | $18.1B |
总资产BAMROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $17.0B | $34.6B | ||
| Q3 25 | $16.5B | $34.6B | ||
| Q2 25 | $16.1B | $33.2B | ||
| Q1 25 | $15.0B | $31.4B | ||
| Q4 24 | — | $31.3B | ||
| Q3 24 | — | $31.6B | ||
| Q2 24 | $4.2B | $29.8B |
负债/权益比BAMROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| 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 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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BAMROP
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $738.0M | ||
| Q3 25 | $745.0M | $869.5M | ||
| Q2 25 | $529.0M | $404.1M | ||
| Q1 25 | $265.0M | $528.7M | ||
| Q4 24 | — | $722.2M | ||
| Q3 24 | $567.0M | $755.4M | ||
| Q2 24 | $159.0M | $384.1M |
自由现金流BAMROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BAMROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BAMROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BAMROP
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 1.72× | ||
| Q3 25 | 1.08× | 2.18× | ||
| Q2 25 | 0.91× | 1.07× | ||
| Q1 25 | 0.52× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 1.06× | 2.05× | ||
| Q2 24 | 1.28× | 1.14× |
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% |
ROP
暂无分部数据
