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Concrete Pumping Holdings, Inc.（BBCP）与LandBridge Co LLC（LB）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LandBridge Co LLC的1.7倍（$98.9M vs $56.8M），LandBridge Co LLC净利率更高（14.2% vs 5.4%，领先8.8%），LandBridge Co LLC同比增速更快（55.6% vs -3.2%），LandBridge Co LLC自由现金流更多（$122.0M vs $1.9M），过去两年LandBridge Co LLC的营收复合增速更高（72.8% 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。
BBCP vs LB — 直观对比
营收规模更大
BBCP
是对方的1.7倍
$56.8M
营收增速更快
LB
高出58.7%
-3.2%
净利率更高
LB
高出8.8%
5.4%
自由现金流更多
LB
多$120.1M
$1.9M
两年增速更快
LB
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $98.9M | $56.8M |
| 净利润 | $5.3M | $8.1M |
| 毛利率 | 43.8% | — |
| 营业利润率 | 17.0% | 60.0% |
| 净利率 | 5.4% | 14.2% |
| 营收同比 | -3.2% | 55.6% |
| 净利润同比 | -43.6% | -83.7% |
| 每股收益（稀释后） | $0.09 | $0.24 |
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BBCPLB
| Q4 25 | $98.9M | $56.8M | ||
| Q3 25 | $94.2M | $50.8M | ||
| Q2 25 | $85.2M | $47.5M | ||
| Q1 25 | $78.0M | $44.0M | ||
| Q4 24 | $102.1M | $36.5M | ||
| Q3 24 | $100.6M | $28.5M | ||
| Q2 24 | $98.7M | $26.0M | ||
| Q1 24 | $90.0M | $19.0M |
净利润BBCPLB
| Q4 25 | $5.3M | $8.1M | ||
| Q3 25 | $3.7M | $8.1M | ||
| Q2 25 | $-4.0K | $7.5M | ||
| Q1 25 | $-2.6M | $6.5M | ||
| Q4 24 | $9.4M | $49.3M | ||
| Q3 24 | $7.6M | $2.7M | ||
| Q2 24 | $3.0M | $-57.7M | ||
| Q1 24 | $-3.8M | $10.8M |
毛利率BBCPLB
| Q4 25 | 43.8% | — | ||
| Q3 25 | 42.9% | — | ||
| Q2 25 | 42.5% | — | ||
| Q1 25 | 40.0% | — | ||
| Q4 24 | 45.3% | — | ||
| Q3 24 | 44.3% | — | ||
| Q2 24 | 42.3% | — | ||
| Q1 24 | 37.0% | — |
营业利润率BBCPLB
| Q4 25 | 17.0% | 60.0% | ||
| Q3 25 | 13.7% | 60.8% | ||
| Q2 25 | 9.7% | 60.0% | ||
| Q1 25 | 4.5% | 57.0% | ||
| Q4 24 | 18.8% | 49.4% | ||
| Q3 24 | 16.5% | 11.2% | ||
| Q2 24 | 12.2% | -197.4% | ||
| Q1 24 | 1.6% | 71.1% |
净利率BBCPLB
| Q4 25 | 5.4% | 14.2% | ||
| Q3 25 | 3.9% | 15.9% | ||
| Q2 25 | -0.0% | 15.8% | ||
| Q1 25 | -3.4% | 14.7% | ||
| Q4 24 | 9.2% | 135.2% | ||
| Q3 24 | 7.5% | 9.3% | ||
| Q2 24 | 3.1% | -222.1% | ||
| Q1 24 | -4.3% | 56.7% |
每股收益（稀释后）BBCPLB
| Q4 25 | $0.09 | $0.24 | ||
| Q3 25 | $0.07 | $0.26 | ||
| Q2 25 | $-0.01 | $0.24 | ||
| Q1 25 | $-0.06 | $0.20 | ||
| Q4 24 | $0.16 | — | ||
| Q3 24 | $0.13 | $-0.04 | ||
| Q2 24 | $0.05 | — | ||
| Q1 24 | $-0.08 | — |
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 | $30.7M |
| 总债务越低越好 | $417.9M | $570.7M |
| 股东权益账面价值 | $264.8M | $340.3M |
| 总资产 | $879.5M | $1.4B |
| 负债/权益比越低杠杆越低 | 1.58× | 1.68× |
8季度趋势，按日历期对齐
现金及短期投资BBCPLB
| Q4 25 | $44.4M | $30.7M | ||
| Q3 25 | $41.0M | $28.3M | ||
| Q2 25 | $37.8M | $20.3M | ||
| Q1 25 | $85.1M | $14.9M | ||
| Q4 24 | $43.0M | $37.0M | ||
| Q3 24 | $26.3M | $14.4M | ||
| Q2 24 | $18.0M | $24.6M | ||
| Q1 24 | $14.7M | — |
总债务BBCPLB
| Q4 25 | $417.9M | $570.7M | ||
| Q3 25 | $417.6M | $366.1M | ||
| Q2 25 | $417.3M | $370.9M | ||
| Q1 25 | $417.1M | $375.5M | ||
| Q4 24 | $373.3M | $385.5M | ||
| Q3 24 | $372.9M | $242.4M | ||
| Q2 24 | $372.6M | $360.8M | ||
| Q1 24 | $372.2M | — |
股东权益BBCPLB
| Q4 25 | $264.8M | $340.3M | ||
| Q3 25 | $261.3M | $272.0M | ||
| Q2 25 | $261.8M | $266.4M | ||
| Q1 25 | $260.7M | $217.0M | ||
| Q4 24 | $321.7M | $211.8M | ||
| Q3 24 | $314.7M | $97.2M | ||
| Q2 24 | $308.3M | $296.4M | ||
| Q1 24 | $307.9M | $162.3M |
总资产BBCPLB
| Q4 25 | $879.5M | $1.4B | ||
| Q3 25 | $886.0M | $1.1B | ||
| Q2 25 | $878.8M | $1.1B | ||
| Q1 25 | $912.9M | $1.0B | ||
| Q4 24 | $898.0M | $1.0B | ||
| Q3 24 | $890.8M | $689.9M | ||
| Q2 24 | $894.7M | $710.5M | ||
| Q1 24 | $894.8M | — |
负债/权益比BBCPLB
| Q4 25 | 1.58× | 1.68× | ||
| Q3 25 | 1.60× | 1.35× | ||
| Q2 25 | 1.59× | 1.39× | ||
| Q1 25 | 1.60× | 1.73× | ||
| Q4 24 | 1.16× | 1.82× | ||
| Q3 24 | 1.19× | 2.49× | ||
| Q2 24 | 1.21× | 1.22× | ||
| Q1 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 | $126.3M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $122.0M |
| 自由现金流率自由现金流/营收 | 1.9% | 214.9% |
| 资本支出强度资本支出/营收 | 12.7% | 7.5% |
| 现金转化率经营现金流/净利润 | 2.72× | 15.68× |
| 过去12个月自由现金流最近4个季度 | $17.5M | $207.7M |
8季度趋势，按日历期对齐
经营现金流BBCPLB
| Q4 25 | $14.5M | $126.3M | ||
| Q3 25 | $19.1M | $34.9M | ||
| Q2 25 | $24.7M | $37.3M | ||
| Q1 25 | $6.0M | $15.9M | ||
| Q4 24 | $22.4M | $67.6M | ||
| Q3 24 | $35.0M | $7.5M | ||
| Q2 24 | $9.1M | $16.0M | ||
| Q1 24 | $20.3M | $17.2M |
自由现金流BBCPLB
| Q4 25 | $1.9M | $122.0M | ||
| Q3 25 | $4.3M | $33.7M | ||
| Q2 25 | $11.1M | $36.1M | ||
| Q1 25 | $191.0K | $15.8M | ||
| Q4 24 | $16.1M | $66.7M | ||
| Q3 24 | $26.4M | $7.1M | ||
| Q2 24 | $-1.9M | $15.7M | ||
| Q1 24 | $2.5M | $17.1M |
自由现金流率BBCPLB
| Q4 25 | 1.9% | 214.9% | ||
| Q3 25 | 4.6% | 66.3% | ||
| Q2 25 | 13.0% | 75.9% | ||
| Q1 25 | 0.2% | 36.0% | ||
| Q4 24 | 15.8% | 182.6% | ||
| Q3 24 | 26.2% | 25.1% | ||
| Q2 24 | -1.9% | 60.4% | ||
| Q1 24 | 2.8% | 90.1% |
资本支出强度BBCPLB
| Q4 25 | 12.7% | 7.5% | ||
| Q3 25 | 15.7% | 2.3% | ||
| Q2 25 | 16.0% | 2.6% | ||
| Q1 25 | 7.5% | 0.2% | ||
| Q4 24 | 6.2% | 2.7% | ||
| Q3 24 | 8.6% | 1.1% | ||
| Q2 24 | 11.2% | 1.4% | ||
| Q1 24 | 19.7% | 0.5% |
现金转化率BBCPLB
| Q4 25 | 2.72× | 15.68× | ||
| Q3 25 | 5.16× | 4.31× | ||
| Q2 25 | — | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | 2.38× | 1.37× | ||
| Q3 24 | 4.63× | 2.80× | ||
| Q2 24 | 3.00× | — | ||
| Q1 24 | — | 1.60× |
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% |
LB
暂无分部数据
