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Concrete Pumping Holdings, Inc.（BBCP）与NLIGHT, INC.（LASR）财务数据对比。点击上方公司名可切换其他公司
Concrete Pumping Holdings, Inc.的季度营收约是NLIGHT, INC.的1.2倍（$98.9M vs $80.2M），Concrete Pumping Holdings, Inc.净利率更高（5.4% vs 0.8%，领先4.6%），NLIGHT, INC.同比增速更快（55.2% vs -3.2%），过去两年NLIGHT, INC.的营收复合增速更高（26.0% vs 4.8%）
Concrete Pumping Holdings, Inc.是领先的混凝土泵送服务及相关设备租赁供应商，主要面向美国和英国市场，业务覆盖基础设施建设、商业地产开发、住宅建造等核心建筑领域，为各类项目提供高效安全的混凝土输送解决方案。
nLight Inc.是全球领先的高性能半导体激光器、光纤激光器及相关光学组件研发生产商，产品广泛应用于工业精密制造、航空航天与国防、医疗设备、前沿研究等核心领域，客户遍及北美、欧洲及亚太地区。
BBCP vs LASR — 直观对比
营收规模更大
BBCP
是对方的1.2倍
$80.2M
营收增速更快
LASR
高出58.3%
-3.2%
净利率更高
BBCP
高出4.6%
0.8%
两年增速更快
LASR
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $98.9M | $80.2M |
| 净利润 | $5.3M | $645.0K |
| 毛利率 | 43.8% | 33.1% |
| 营业利润率 | 17.0% | 66.0% |
| 净利率 | 5.4% | 0.8% |
| 营收同比 | -3.2% | 55.2% |
| 净利润同比 | -43.6% | — |
| 每股收益（稀释后） | $0.09 | $0.01 |
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BBCPLASR
| Q1 26 | — | $80.2M | ||
| Q4 25 | $98.9M | $81.2M | ||
| Q3 25 | $94.2M | $66.7M | ||
| Q2 25 | $85.2M | $61.7M | ||
| Q1 25 | $78.0M | $51.7M | ||
| Q4 24 | $102.1M | $47.4M | ||
| Q3 24 | $100.6M | $56.1M | ||
| Q2 24 | $98.7M | $50.5M |
净利润BBCPLASR
| Q1 26 | — | $645.0K | ||
| Q4 25 | $5.3M | $-4.9M | ||
| Q3 25 | $3.7M | $-6.9M | ||
| Q2 25 | $-4.0K | $-3.6M | ||
| Q1 25 | $-2.6M | $-8.1M | ||
| Q4 24 | $9.4M | $-25.0M | ||
| Q3 24 | $7.6M | $-10.3M | ||
| Q2 24 | $3.0M | $-11.7M |
毛利率BBCPLASR
| Q1 26 | — | 33.1% | ||
| Q4 25 | 43.8% | 30.7% | ||
| Q3 25 | 42.9% | 31.1% | ||
| Q2 25 | 42.5% | 29.9% | ||
| Q1 25 | 40.0% | 26.7% | ||
| Q4 24 | 45.3% | 2.4% | ||
| Q3 24 | 44.3% | 22.4% | ||
| Q2 24 | 42.3% | 23.5% |
营业利润率BBCPLASR
| Q1 26 | — | 66.0% | ||
| Q4 25 | 17.0% | -6.7% | ||
| Q3 25 | 13.7% | -10.9% | ||
| Q2 25 | 9.7% | -6.9% | ||
| Q1 25 | 4.5% | -18.6% | ||
| Q4 24 | 18.8% | -55.8% | ||
| Q3 24 | 16.5% | -21.0% | ||
| Q2 24 | 12.2% | -25.1% |
净利率BBCPLASR
| Q1 26 | — | 0.8% | ||
| Q4 25 | 5.4% | -6.0% | ||
| Q3 25 | 3.9% | -10.3% | ||
| Q2 25 | -0.0% | -5.8% | ||
| Q1 25 | -3.4% | -15.7% | ||
| Q4 24 | 9.2% | -52.7% | ||
| Q3 24 | 7.5% | -18.4% | ||
| Q2 24 | 3.1% | -23.2% |
每股收益（稀释后）BBCPLASR
| Q1 26 | — | $0.01 | ||
| Q4 25 | $0.09 | $-0.10 | ||
| Q3 25 | $0.07 | $-0.14 | ||
| Q2 25 | $-0.01 | $-0.07 | ||
| Q1 25 | $-0.06 | $-0.16 | ||
| Q4 24 | $0.16 | $-0.52 | ||
| Q3 24 | $0.13 | $-0.21 | ||
| Q2 24 | $0.05 | $-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 | $44.4M | $298.2M |
| 总债务越低越好 | $417.9M | — |
| 股东权益账面价值 | $264.8M | $429.2M |
| 总资产 | $879.5M | $515.7M |
| 负债/权益比越低杠杆越低 | 1.58× | — |
8季度趋势，按日历期对齐
现金及短期投资BBCPLASR
| Q1 26 | — | $298.2M | ||
| Q4 25 | $44.4M | $98.7M | ||
| Q3 25 | $41.0M | $81.1M | ||
| Q2 25 | $37.8M | $78.8M | ||
| Q1 25 | $85.1M | $82.2M | ||
| Q4 24 | $43.0M | $65.8M | ||
| Q3 24 | $26.3M | $41.5M | ||
| Q2 24 | $18.0M | $49.4M |
总债务BBCPLASR
| Q1 26 | — | — | ||
| Q4 25 | $417.9M | — | ||
| Q3 25 | $417.6M | — | ||
| Q2 25 | $417.3M | — | ||
| Q1 25 | $417.1M | — | ||
| Q4 24 | $373.3M | — | ||
| Q3 24 | $372.9M | — | ||
| Q2 24 | $372.6M | — |
股东权益BBCPLASR
| Q1 26 | — | $429.2M | ||
| Q4 25 | $264.8M | $226.7M | ||
| Q3 25 | $261.3M | $218.5M | ||
| Q2 25 | $261.8M | $216.0M | ||
| Q1 25 | $260.7M | $212.8M | ||
| Q4 24 | $321.7M | $216.4M | ||
| Q3 24 | $314.7M | $235.3M | ||
| Q2 24 | $308.3M | $239.5M |
总资产BBCPLASR
| Q1 26 | — | $515.7M | ||
| Q4 25 | $879.5M | $315.2M | ||
| Q3 25 | $886.0M | $298.7M | ||
| Q2 25 | $878.8M | $295.3M | ||
| Q1 25 | $912.9M | $290.0M | ||
| Q4 24 | $898.0M | $270.2M | ||
| Q3 24 | $890.8M | $291.3M | ||
| Q2 24 | $894.7M | $294.3M |
负债/权益比BBCPLASR
| Q1 26 | — | — | ||
| Q4 25 | 1.58× | — | ||
| Q3 25 | 1.60× | — | ||
| Q2 25 | 1.59× | — | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 1.16× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.21× | — |
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 | $14.5M | — |
| 自由现金流经营现金流 - 资本支出 | $1.9M | — |
| 自由现金流率自由现金流/营收 | 1.9% | — |
| 资本支出强度资本支出/营收 | 12.7% | — |
| 现金转化率经营现金流/净利润 | 2.72× | — |
| 过去12个月自由现金流最近4个季度 | $17.5M | — |
8季度趋势，按日历期对齐
经营现金流BBCPLASR
| Q1 26 | — | — | ||
| Q4 25 | $14.5M | $17.5M | ||
| Q3 25 | $19.1M | $5.2M | ||
| Q2 25 | $24.7M | $-1.4M | ||
| Q1 25 | $6.0M | $-20.0K | ||
| Q4 24 | $22.4M | $-3.9M | ||
| Q3 24 | $35.0M | $-5.6M | ||
| Q2 24 | $9.1M | $-4.2M |
自由现金流BBCPLASR
| Q1 26 | — | — | ||
| Q4 25 | $1.9M | $15.9M | ||
| Q3 25 | $4.3M | $2.4M | ||
| Q2 25 | $11.1M | $-3.8M | ||
| Q1 25 | $191.0K | $-2.3M | ||
| Q4 24 | $16.1M | $-6.5M | ||
| Q3 24 | $26.4M | $-7.2M | ||
| Q2 24 | $-1.9M | $-6.4M |
自由现金流率BBCPLASR
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 19.6% | ||
| Q3 25 | 4.6% | 3.7% | ||
| Q2 25 | 13.0% | -6.1% | ||
| Q1 25 | 0.2% | -4.5% | ||
| Q4 24 | 15.8% | -13.7% | ||
| Q3 24 | 26.2% | -12.9% | ||
| Q2 24 | -1.9% | -12.6% |
资本支出强度BBCPLASR
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 2.0% | ||
| Q3 25 | 15.7% | 4.2% | ||
| Q2 25 | 16.0% | 3.9% | ||
| Q1 25 | 7.5% | 4.4% | ||
| Q4 24 | 6.2% | 5.5% | ||
| Q3 24 | 8.6% | 2.9% | ||
| Q2 24 | 11.2% | 4.2% |
现金转化率BBCPLASR
| Q1 26 | — | — | ||
| Q4 25 | 2.72× | — | ||
| Q3 25 | 5.16× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 4.63× | — | ||
| Q2 24 | 3.00× | — |
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
BBCP
| US Concrete Pumping | $72.2M | 73% |
| US Concrete Waste Management Services | $21.3M | 22% |
| Other | $5.4M | 5% |
LASR
| Products | $58.2M | 73% |
| Development | $22.0M | 27% |
