vs
布鲁克菲尔德资产管理（BAM）与Taylor Morrison Home Corp（TMHC）财务数据对比。点击上方公司名可切换其他公司
Taylor Morrison Home Corp的季度营收约是布鲁克菲尔德资产管理的1.0倍（$1.4B vs $1.3B），布鲁克菲尔德资产管理净利率更高（43.8% vs 7.1%，领先36.7%），布鲁克菲尔德资产管理同比增速更快（23.8% vs -26.8%），过去两年布鲁克菲尔德资产管理的营收复合增速更高（30.5% vs -16.5%）
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。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
BAM vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.0倍
$1.3B
营收增速更快
BAM
高出50.6%
-26.8%
净利率更高
BAM
高出36.7%
7.1%
两年增速更快
BAM
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $586.0M | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | — | — |
| 净利率 | 43.8% | 7.1% |
| 营收同比 | 23.8% | -26.8% |
| 净利润同比 | 15.6% | -53.8% |
| 每股收益（稀释后） | $0.38 | $1.12 |
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BAMTMHC
| Q1 26 | $1.3B | $1.4B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $974.0M | $2.1B | ||
| Q2 25 | $931.0M | $2.0B | ||
| Q1 25 | $954.0M | $1.9B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $873.0M | $2.1B | ||
| Q2 24 | $821.0M | $2.0B |
净利润BAMTMHC
| Q1 26 | $586.0M | $98.6M | ||
| Q4 25 | $615.0M | $174.0M | ||
| Q3 25 | $692.0M | $201.4M | ||
| Q2 25 | $584.0M | $193.6M | ||
| Q1 25 | $507.0M | $213.5M | ||
| Q4 24 | — | $242.5M | ||
| Q3 24 | $537.0M | $251.1M | ||
| Q2 24 | $124.0M | $199.5M |
毛利率BAMTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
营业利润率BAMTMHC
| Q1 26 | — | — | ||
| Q4 25 | 84.2% | — | ||
| Q3 25 | 79.1% | — | ||
| Q2 25 | 70.8% | — | ||
| Q1 25 | 61.0% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 72.5% | — | ||
| Q2 24 | 80.4% | — |
净利率BAMTMHC
| Q1 26 | 43.8% | 7.1% | ||
| Q4 25 | 56.7% | 8.3% | ||
| Q3 25 | 71.0% | 9.6% | ||
| Q2 25 | 62.7% | 9.5% | ||
| Q1 25 | 53.1% | 11.3% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | 61.5% | 11.8% | ||
| Q2 24 | 15.1% | 10.0% |
每股收益（稀释后）BAMTMHC
| Q1 26 | $0.38 | $1.12 | ||
| Q4 25 | — | $1.77 | ||
| Q3 25 | — | $2.01 | ||
| Q2 25 | — | $1.92 | ||
| Q1 25 | — | $2.07 | ||
| Q4 24 | — | $2.29 | ||
| Q3 24 | — | $2.37 | ||
| Q2 24 | — | $1.86 |
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 | $1.0M | $652.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.6M | $6.2B |
| 总资产 | $17.9M | $9.8B |
| 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BAMTMHC
| Q1 26 | $1.0M | $652.9M | ||
| Q4 25 | $1.6B | $850.0M | ||
| Q3 25 | $1.1B | $370.6M | ||
| Q2 25 | $480.0M | $130.2M | ||
| Q1 25 | $332.0M | $377.8M | ||
| Q4 24 | — | $487.2M | ||
| Q3 24 | — | $256.4M | ||
| Q2 24 | $10.0M | $246.8M |
总债务BAMTMHC
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益BAMTMHC
| Q1 26 | $8.6M | $6.2B | ||
| Q4 25 | $8.9B | $6.3B | ||
| Q3 25 | $8.5B | $6.2B | ||
| Q2 25 | $8.5B | $6.1B | ||
| Q1 25 | $8.5B | $6.0B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | $9.0B | $5.7B | ||
| Q2 24 | $3.2B | $5.5B |
总资产BAMTMHC
| Q1 26 | $17.9M | $9.8B | ||
| Q4 25 | $17.0B | $9.8B | ||
| Q3 25 | $16.5B | $9.6B | ||
| Q2 25 | $16.1B | $9.5B | ||
| Q1 25 | $15.0B | $9.4B | ||
| Q4 24 | — | $9.3B | ||
| Q3 24 | — | $9.3B | ||
| Q2 24 | $4.2B | $9.1B |
负债/权益比BAMTMHC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
