vs
Brookfield Business Partners L.P.(BBU)与维萨(V)财务数据对比。点击上方公司名可切换其他公司
维萨的季度营收约是Brookfield Business Partners L.P.的1.7倍($11.2B vs $6.7B),维萨净利率更高(53.4% vs 2.0%,领先51.4%),维萨同比增速更快(17.0% vs -44.0%)
布鲁克菲尔德商业合伙有限合伙(BBU)是一家公开上市的有限合伙企业,是母公司布鲁克菲尔德集团旗下私募股权板块运营商业服务和工业业务的核心上市平台,于2016年6月从布鲁克菲尔德资产管理公司分拆成立。
维萨(Visa Inc.)是总部位于美国加利福尼亚州旧金山的跨国支付卡服务企业,业务覆盖全球电子资金转账领域,旗下拥有Visa品牌的信用卡、借记卡、预付卡等多条产品线,为全球消费者及商户提供安全便捷的电子支付解决方案。
BBU vs V — 直观对比
营收规模更大
V
是对方的1.7倍
$6.7B
营收增速更快
V
高出61.0%
-44.0%
净利率更高
V
高出51.4%
2.0%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.7B | $11.2B |
| 净利润 | $135.0M | $6.0B |
| 毛利率 | — | — |
| 营业利润率 | — | 64.4% |
| 净利率 | 2.0% | 53.4% |
| 营收同比 | -44.0% | 17.0% |
| 净利润同比 | 107.7% | 32.0% |
| 每股收益(稀释后) | $0.12 | — |
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
BBU
V
| Q2 26 | — | $11.2B | ||
| Q4 25 | — | $10.9B | ||
| Q3 25 | — | $10.7B | ||
| Q2 25 | $6.7B | $10.2B | ||
| Q1 25 | — | $9.6B | ||
| Q4 24 | — | $9.5B | ||
| Q3 24 | — | $9.6B | ||
| Q2 24 | $11.9B | $8.9B |
净利润
BBU
V
| Q2 26 | — | $6.0B | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $135.0M | $5.3B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | $65.0M | $4.9B |
营业利润率
BBU
V
| Q2 26 | — | 64.4% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 57.3% | ||
| Q2 25 | — | 60.7% | ||
| Q1 25 | — | 56.6% | ||
| Q4 24 | — | 65.6% | ||
| Q3 24 | — | 66.0% | ||
| Q2 24 | — | 66.7% |
净利率
BBU
V
| Q2 26 | — | 53.4% | ||
| Q4 25 | — | 53.7% | ||
| Q3 25 | — | 47.5% | ||
| Q2 25 | 2.0% | 51.8% | ||
| Q1 25 | — | 47.7% | ||
| Q4 24 | — | 53.8% | ||
| Q3 24 | — | 55.3% | ||
| Q2 24 | 0.5% | 54.7% |
每股收益(稀释后)
BBU
V
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $0.12 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.10 | — |
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 | $3.3B | $12.4B |
| 总债务越低越好 | — | $22.4B |
| 股东权益账面价值 | $15.3B | $35.7B |
| 总资产 | $75.3B | $95.0B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势,按日历期对齐
现金及短期投资
BBU
V
| Q2 26 | — | $12.4B | ||
| Q4 25 | — | $14.8B | ||
| Q3 25 | — | $17.2B | ||
| Q2 25 | $3.3B | $17.1B | ||
| Q1 25 | — | $11.7B | ||
| Q4 24 | — | $12.4B | ||
| Q3 24 | — | $12.0B | ||
| Q2 24 | $3.0B | $12.9B |
总债务
BBU
V
| Q2 26 | — | $22.4B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BBU
V
| Q2 26 | — | $35.7B | ||
| Q4 25 | — | $38.8B | ||
| Q3 25 | — | $37.9B | ||
| Q2 25 | $15.3B | $38.7B | ||
| Q1 25 | — | $38.0B | ||
| Q4 24 | — | $38.3B | ||
| Q3 24 | — | $39.1B | ||
| Q2 24 | $18.2B | $39.7B |
总资产
BBU
V
| Q2 26 | — | $95.0B | ||
| Q4 25 | — | $96.8B | ||
| Q3 25 | — | $99.6B | ||
| Q2 25 | $75.3B | $100.0B | ||
| Q1 25 | — | $92.9B | ||
| Q4 24 | — | $91.9B | ||
| Q3 24 | — | $94.5B | ||
| Q2 24 | $81.5B | $91.0B |
负债/权益比
BBU
V
| Q2 26 | — | 0.63× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
BBU
暂无分部数据
V
| Data processing revenue | $5.5B | 49% |
| International transaction revenue | $3.6B | 32% |
| Other revenue | $1.3B | 12% |
| Other | $736.0M | 7% |