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布鲁克菲尔德资产管理（BAM）与WillScot Holdings Corp（WSC）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WillScot Holdings Corp的2.4倍（$1.3B vs $566.0M），布鲁克菲尔德资产管理净利率更高（43.8% vs -33.1%，领先76.9%），布鲁克菲尔德资产管理同比增速更快（23.8% vs -6.1%），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 -1.8%）
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
BAM vs WSC — 直观对比
营收规模更大
BAM
是对方的2.4倍
$566.0M
营收增速更快
BAM
高出29.8%
-6.1%
净利率更高
BAM
高出76.9%
-33.1%
两年增速更快
BAM
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $566.0M |
| 净利润 | $586.0M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | — | -32.5% |
| 净利率 | 43.8% | -33.1% |
| 营收同比 | 23.8% | -6.1% |
| 净利润同比 | 15.6% | -310.0% |
| 每股收益（稀释后） | $0.38 | $-1.02 |
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BAMWSC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.1B | $566.0M | ||
| Q3 25 | $974.0M | $566.8M | ||
| Q2 25 | $931.0M | $589.1M | ||
| Q1 25 | $954.0M | $559.6M | ||
| Q4 24 | — | $602.5M | ||
| Q3 24 | $873.0M | $601.4M | ||
| Q2 24 | $821.0M | $604.6M |
净利润BAMWSC
| Q1 26 | $586.0M | — | ||
| Q4 25 | $615.0M | $-187.3M | ||
| Q3 25 | $692.0M | $43.3M | ||
| Q2 25 | $584.0M | $47.9M | ||
| Q1 25 | $507.0M | $43.1M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | $537.0M | $-70.5M | ||
| Q2 24 | $124.0M | $-46.9M |
毛利率BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
营业利润率BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | 84.2% | -32.5% | ||
| Q3 25 | 79.1% | 21.0% | ||
| Q2 25 | 70.8% | 21.5% | ||
| Q1 25 | 61.0% | 21.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | 72.5% | -5.9% | ||
| Q2 24 | 80.4% | -0.9% |
净利率BAMWSC
| Q1 26 | 43.8% | — | ||
| Q4 25 | 56.7% | -33.1% | ||
| Q3 25 | 71.0% | 7.6% | ||
| Q2 25 | 62.7% | 8.1% | ||
| Q1 25 | 53.1% | 7.7% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | 61.5% | -11.7% | ||
| Q2 24 | 15.1% | -7.7% |
每股收益（稀释后）BAMWSC
| Q1 26 | $0.38 | — | ||
| Q4 25 | — | $-1.02 | ||
| Q3 25 | — | $0.24 | ||
| Q2 25 | — | $0.26 | ||
| Q1 25 | — | $0.23 | ||
| Q4 24 | — | $0.48 | ||
| Q3 24 | — | $-0.37 | ||
| Q2 24 | — | $-0.25 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $8.6M | $856.3M |
| 总资产 | $17.9M | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资BAMWSC
| Q1 26 | $1.0M | — | ||
| Q4 25 | $1.6B | $14.6M | ||
| Q3 25 | $1.1B | $14.8M | ||
| Q2 25 | $480.0M | $12.8M | ||
| Q1 25 | $332.0M | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | $10.0M | $5.9M |
总债务BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
股东权益BAMWSC
| Q1 26 | $8.6M | — | ||
| Q4 25 | $8.9B | $856.3M | ||
| Q3 25 | $8.5B | $1.1B | ||
| Q2 25 | $8.5B | $1.0B | ||
| Q1 25 | $8.5B | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $9.0B | $1.1B | ||
| Q2 24 | $3.2B | $1.2B |
总资产BAMWSC
| Q1 26 | $17.9M | — | ||
| Q4 25 | $17.0B | $5.8B | ||
| Q3 25 | $16.5B | $6.1B | ||
| Q2 25 | $16.1B | $6.1B | ||
| Q1 25 | $15.0B | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | $4.2B | $6.0B |
负债/权益比BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
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 | — | $158.9M |
| 自由现金流经营现金流 - 资本支出 | — | $149.7M |
| 自由现金流率自由现金流/营收 | — | 26.5% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $737.7M |
8季度趋势，按日历期对齐
经营现金流BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $158.9M | ||
| Q3 25 | $745.0M | $191.2M | ||
| Q2 25 | $529.0M | $205.3M | ||
| Q1 25 | $265.0M | $206.6M | ||
| Q4 24 | — | $178.9M | ||
| Q3 24 | $567.0M | $-1.6M | ||
| Q2 24 | $159.0M | $175.6M |
自由现金流BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | — | $149.7M | ||
| Q3 25 | — | $186.9M | ||
| Q2 25 | — | $199.0M | ||
| Q1 25 | — | $202.0M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | — | $-4.9M | ||
| Q2 24 | — | $169.4M |
自由现金流率BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 26.5% | ||
| Q3 25 | — | 33.0% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | — | -0.8% | ||
| Q2 24 | — | 28.0% |
资本支出强度BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 1.0% |
现金转化率BAMWSC
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | — | ||
| Q3 25 | 1.08× | 4.41× | ||
| Q2 25 | 0.91× | 4.28× | ||
| Q1 25 | 0.52× | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 1.28× | — |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
