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布鲁克菲尔德资产管理（BAM）与Revvity（RVTY）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Revvity的1.4倍（$1.1B vs $772.1M），布鲁克菲尔德资产管理净利率更高（56.7% vs 12.7%，领先43.9%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
BAM vs RVTY — 直观对比
营收规模更大
BAM
是对方的1.4倍
$772.1M
净利率更高
BAM
高出43.9%
12.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $772.1M |
| 净利润 | $615.0M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | 14.5% |
| 净利率 | 56.7% | 12.7% |
| 营收同比 | — | 5.9% |
| 净利润同比 | — | 3.9% |
| 每股收益（稀释后） | — | $0.86 |
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BAMRVTY
| Q4 25 | $1.1B | $772.1M | ||
| Q3 25 | $974.0M | $698.9M | ||
| Q2 25 | $931.0M | $720.3M | ||
| Q1 25 | $954.0M | $664.8M | ||
| Q4 24 | — | $729.4M | ||
| Q3 24 | $873.0M | $684.0M | ||
| Q2 24 | $821.0M | $691.7M | ||
| Q1 24 | $786.0M | $649.9M |
净利润BAMRVTY
| Q4 25 | $615.0M | $98.4M | ||
| Q3 25 | $692.0M | $46.7M | ||
| Q2 25 | $584.0M | $53.9M | ||
| Q1 25 | $507.0M | $42.2M | ||
| Q4 24 | — | $94.6M | ||
| Q3 24 | $537.0M | $94.4M | ||
| Q2 24 | $124.0M | $55.4M | ||
| Q1 24 | $373.0M | $26.0M |
毛利率BAMRVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率BAMRVTY
| Q4 25 | 84.2% | 14.5% | ||
| Q3 25 | 79.1% | 11.7% | ||
| Q2 25 | 70.8% | 12.6% | ||
| Q1 25 | 61.0% | 10.9% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | 72.5% | 14.3% | ||
| Q2 24 | 80.4% | 12.4% | ||
| Q1 24 | 56.5% | 6.8% |
净利率BAMRVTY
| Q4 25 | 56.7% | 12.7% | ||
| Q3 25 | 71.0% | 6.7% | ||
| Q2 25 | 62.7% | 7.5% | ||
| Q1 25 | 53.1% | 6.4% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | 61.5% | 13.8% | ||
| Q2 24 | 15.1% | 8.0% | ||
| Q1 24 | 47.5% | 4.0% |
每股收益（稀释后）BAMRVTY
| Q4 25 | — | $0.86 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | — | $0.46 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $0.77 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.45 | ||
| Q1 24 | — | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $7.3B |
| 总资产 | $17.0B | $12.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BAMRVTY
| Q4 25 | $1.6B | $919.9M | ||
| Q3 25 | $1.1B | $931.4M | ||
| Q2 25 | $480.0M | $991.8M | ||
| Q1 25 | $332.0M | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $10.0M | $2.0B | ||
| Q1 24 | — | $1.7B |
股东权益BAMRVTY
| Q4 25 | $8.9B | $7.3B | ||
| Q3 25 | $8.5B | $7.4B | ||
| Q2 25 | $8.5B | $7.6B | ||
| Q1 25 | $8.5B | $7.6B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | $9.0B | $7.9B | ||
| Q2 24 | $3.2B | $7.9B | ||
| Q1 24 | $2.2B | $7.8B |
总资产BAMRVTY
| Q4 25 | $17.0B | $12.2B | ||
| Q3 25 | $16.5B | $12.1B | ||
| Q2 25 | $16.1B | $12.4B | ||
| Q1 25 | $15.0B | $12.4B | ||
| Q4 24 | — | $12.4B | ||
| Q3 24 | — | $12.8B | ||
| Q2 24 | $4.2B | $13.4B | ||
| Q1 24 | — | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 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× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流BAMRVTY
| Q4 25 | $562.0M | $182.0M | ||
| Q3 25 | $745.0M | $138.5M | ||
| Q2 25 | $529.0M | $134.3M | ||
| Q1 25 | $265.0M | $128.2M | ||
| Q4 24 | — | $174.2M | ||
| Q3 24 | $567.0M | $147.9M | ||
| Q2 24 | $159.0M | $158.6M | ||
| Q1 24 | $516.0M | $147.6M |
自由现金流BAMRVTY
| Q4 25 | — | $161.8M | ||
| Q3 25 | — | $120.0M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | — | $149.8M | ||
| Q3 24 | — | $125.6M | ||
| Q2 24 | — | $136.6M | ||
| Q1 24 | — | $129.7M |
自由现金流率BAMRVTY
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 19.7% | ||
| Q1 24 | — | 20.0% |
资本支出强度BAMRVTY
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 2.7% |
现金转化率BAMRVTY
| Q4 25 | 0.91× | 1.85× | ||
| Q3 25 | 1.08× | 2.97× | ||
| Q2 25 | 0.91× | 2.49× | ||
| Q1 25 | 0.52× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 1.06× | 1.57× | ||
| Q2 24 | 1.28× | 2.87× | ||
| Q1 24 | 1.38× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
