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布鲁克菲尔德资产管理（BAM）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.6倍（$1.1B vs $682.8M），布鲁克菲尔德资产管理净利率更高（56.7% vs -4.8%，领先61.5%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
BAM vs RXT — 直观对比
营收规模更大
BAM
是对方的1.6倍
$682.8M
净利率更高
BAM
高出61.5%
-4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $682.8M |
| 净利润 | $615.0M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 84.2% | -0.5% |
| 净利率 | 56.7% | -4.8% |
| 营收同比 | — | -0.4% |
| 净利润同比 | — | 41.6% |
| 每股收益（稀释后） | — | $-0.13 |
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BAMRXT
| Q4 25 | $1.1B | $682.8M | ||
| Q3 25 | $974.0M | $671.2M | ||
| Q2 25 | $931.0M | $666.3M | ||
| Q1 25 | $954.0M | $665.4M | ||
| Q4 24 | — | $685.6M | ||
| Q3 24 | $873.0M | $675.8M | ||
| Q2 24 | $821.0M | $684.9M | ||
| Q1 24 | $786.0M | $690.8M |
净利润BAMRXT
| Q4 25 | $615.0M | $-32.7M | ||
| Q3 25 | $692.0M | $-67.1M | ||
| Q2 25 | $584.0M | $-54.5M | ||
| Q1 25 | $507.0M | $-71.5M | ||
| Q4 24 | — | $-56.0M | ||
| Q3 24 | $537.0M | $-186.6M | ||
| Q2 24 | $124.0M | $25.0M | ||
| Q1 24 | $373.0M | $-640.6M |
毛利率BAMRXT
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
营业利润率BAMRXT
| Q4 25 | 84.2% | -0.5% | ||
| Q3 25 | 79.1% | -5.1% | ||
| Q2 25 | 70.8% | -3.8% | ||
| Q1 25 | 61.0% | -5.8% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | 72.5% | -25.7% | ||
| Q2 24 | 80.4% | -7.9% | ||
| Q1 24 | 56.5% | -94.5% |
净利率BAMRXT
| Q4 25 | 56.7% | -4.8% | ||
| Q3 25 | 71.0% | -10.0% | ||
| Q2 25 | 62.7% | -8.2% | ||
| Q1 25 | 53.1% | -10.7% | ||
| Q4 24 | — | -8.2% | ||
| Q3 24 | 61.5% | -27.6% | ||
| Q2 24 | 15.1% | 3.7% | ||
| Q1 24 | 47.5% | -92.7% |
每股收益（稀释后）BAMRXT
| Q4 25 | — | $-0.13 | ||
| Q3 25 | — | $-0.28 | ||
| Q2 25 | — | $-0.23 | ||
| Q1 25 | — | $-0.31 | ||
| Q4 24 | — | $-0.20 | ||
| Q3 24 | — | $-0.82 | ||
| Q2 24 | — | $0.11 | ||
| Q1 24 | — | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $8.9B | $-1.2B |
| 总资产 | $17.0B | $2.8B |
| 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BAMRXT
| Q4 25 | $1.6B | $105.8M | ||
| Q3 25 | $1.1B | $99.5M | ||
| Q2 25 | $480.0M | $103.9M | ||
| Q1 25 | $332.0M | $128.0M | ||
| Q4 24 | — | $144.0M | ||
| Q3 24 | — | $157.1M | ||
| Q2 24 | $10.0M | $190.2M | ||
| Q1 24 | — | $282.6M |
总债务BAMRXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益BAMRXT
| Q4 25 | $8.9B | $-1.2B | ||
| Q3 25 | $8.5B | $-1.2B | ||
| Q2 25 | $8.5B | $-1.1B | ||
| Q1 25 | $8.5B | $-1.1B | ||
| Q4 24 | — | $-1.0B | ||
| Q3 24 | $9.0B | $-949.7M | ||
| Q2 24 | $3.2B | $-756.2M | ||
| Q1 24 | $2.2B | $-787.2M |
总资产BAMRXT
| Q4 25 | $17.0B | $2.8B | ||
| Q3 25 | $16.5B | $2.8B | ||
| Q2 25 | $16.1B | $2.9B | ||
| Q1 25 | $15.0B | $3.0B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | $4.2B | $3.4B | ||
| Q1 24 | — | $3.5B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 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 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流BAMRXT
| Q4 25 | $562.0M | $59.7M | ||
| Q3 25 | $745.0M | $70.7M | ||
| Q2 25 | $529.0M | $8.4M | ||
| Q1 25 | $265.0M | $12.6M | ||
| Q4 24 | — | $54.3M | ||
| Q3 24 | $567.0M | $51.8M | ||
| Q2 24 | $159.0M | $24.1M | ||
| Q1 24 | $516.0M | $-90.3M |
自由现金流BAMRXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M | ||
| Q1 24 | — | $-118.4M |
自由现金流率BAMRXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% | ||
| Q1 24 | — | -17.1% |
资本支出强度BAMRXT
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% | ||
| Q1 24 | — | 4.1% |
现金转化率BAMRXT
| Q4 25 | 0.91× | — | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 0.91× | — | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 1.28× | 0.96× | ||
| Q1 24 | 1.38× | — |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
