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布鲁克菲尔德资产管理（BAM）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC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 8.4%，领先48.2%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
BAM vs RPM — 直观对比
营收规模更大
RPM
是对方的1.8倍
$1.1B
净利率更高
BAM
高出48.2%
8.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $615.0M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 84.2% | 11.0% |
| 净利率 | 56.7% | 8.4% |
| 营收同比 | — | 3.5% |
| 净利润同比 | — | -12.0% |
| 每股收益（稀释后） | — | $1.26 |
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BAMRPM
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $974.0M | $2.1B | ||
| Q2 25 | $931.0M | $2.1B | ||
| Q1 25 | $954.0M | $1.5B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $873.0M | $2.0B | ||
| Q2 24 | $821.0M | $2.0B | ||
| Q1 24 | $786.0M | $1.5B |
净利润BAMRPM
| Q4 25 | $615.0M | $161.2M | ||
| Q3 25 | $692.0M | $227.6M | ||
| Q2 25 | $584.0M | $225.8M | ||
| Q1 25 | $507.0M | $52.0M | ||
| Q4 24 | — | $183.2M | ||
| Q3 24 | $537.0M | $227.7M | ||
| Q2 24 | $124.0M | $180.6M | ||
| Q1 24 | $373.0M | $61.2M |
毛利率BAMRPM
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
营业利润率BAMRPM
| Q4 25 | 84.2% | 11.0% | ||
| Q3 25 | 79.1% | 14.1% | ||
| Q2 25 | 70.8% | 11.9% | ||
| Q1 25 | 61.0% | 2.8% | ||
| Q4 24 | — | 11.5% | ||
| Q3 24 | 72.5% | 14.8% | ||
| Q2 24 | 80.4% | 11.9% | ||
| Q1 24 | 56.5% | 5.5% |
净利率BAMRPM
| Q4 25 | 56.7% | 8.4% | ||
| Q3 25 | 71.0% | 10.8% | ||
| Q2 25 | 62.7% | 10.8% | ||
| Q1 25 | 53.1% | 3.5% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | 61.5% | 11.6% | ||
| Q2 24 | 15.1% | 9.0% | ||
| Q1 24 | 47.5% | 4.0% |
每股收益（稀释后）BAMRPM
| Q4 25 | — | $1.26 | ||
| Q3 25 | — | $1.77 | ||
| Q2 25 | — | $1.76 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | — | $1.42 | ||
| Q3 24 | — | $1.77 | ||
| Q2 24 | — | $1.40 | ||
| Q1 24 | — | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $8.9B | $3.1B |
| 总资产 | $17.0B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BAMRPM
| Q4 25 | $1.6B | $316.6M | ||
| Q3 25 | $1.1B | $297.1M | ||
| Q2 25 | $480.0M | $302.1M | ||
| Q1 25 | $332.0M | $241.9M | ||
| Q4 24 | — | $268.7M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | $10.0M | $237.4M | ||
| Q1 24 | — | $248.9M |
总债务BAMRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益BAMRPM
| Q4 25 | $8.9B | $3.1B | ||
| Q3 25 | $8.5B | $3.1B | ||
| Q2 25 | $8.5B | $2.9B | ||
| Q1 25 | $8.5B | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $9.0B | $2.6B | ||
| Q2 24 | $3.2B | $2.5B | ||
| Q1 24 | $2.2B | $2.3B |
总资产BAMRPM
| Q4 25 | $17.0B | $7.9B | ||
| Q3 25 | $16.5B | $7.9B | ||
| Q2 25 | $16.1B | $7.8B | ||
| Q1 25 | $15.0B | $6.6B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | $4.2B | $6.6B | ||
| Q1 24 | — | $6.4B |
负债/权益比BAMRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 0.91× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流BAMRPM
| Q4 25 | $562.0M | $345.7M | ||
| Q3 25 | $745.0M | $237.5M | ||
| Q2 25 | $529.0M | $149.2M | ||
| Q1 25 | $265.0M | $91.5M | ||
| Q4 24 | — | $279.4M | ||
| Q3 24 | $567.0M | $248.1M | ||
| Q2 24 | $159.0M | $181.2M | ||
| Q1 24 | $516.0M | $173.4M |
自由现金流BAMRPM
| Q4 25 | — | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $105.3M | ||
| Q1 24 | — | $124.6M |
自由现金流率BAMRPM
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 5.2% | ||
| Q1 24 | — | 8.2% |
资本支出强度BAMRPM
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 3.2% |
现金转化率BAMRPM
| Q4 25 | 0.91× | 2.14× | ||
| Q3 25 | 1.08× | 1.04× | ||
| Q2 25 | 0.91× | 0.66× | ||
| Q1 25 | 0.52× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 1.06× | 1.09× | ||
| Q2 24 | 1.28× | 1.00× | ||
| Q1 24 | 1.38× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
