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Brookfield Business Corp（BBUC）与露露乐蒙（LULU）财务数据对比。点击上方公司名可切换其他公司
露露乐蒙的季度营收约是Brookfield Business Corp的1.4倍（$2.6B vs $1.9B），露露乐蒙净利率更高（12.0% vs -1.2%，领先13.2%），露露乐蒙同比增速更快（7.1% vs -3.6%）
布鲁克菲尔德商业合伙有限合伙企业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投资板块商业服务与工业业务的主要公众持股平台，于2016年6月从布鲁克菲尔德资产管理公司分拆成立。
露露乐蒙是源自美国和加拿大的跨国运动服饰零售商，1998年成立初期主打瑜伽裤及其他瑜伽服饰，目前已拓展业务至运动装备、休闲服饰、配件及个护产品，总部位于加拿大不列颠哥伦比亚省温哥华，共拥有767家线下门店，同时开设官方网站提供线上销售服务。
BBUC vs LULU — 直观对比
营收规模更大
LULU
是对方的1.4倍
$1.9B
营收增速更快
LULU
高出10.6%
-3.6%
净利率更高
LULU
高出13.2%
-1.2%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.6B |
| 净利润 | $-23.0M | $306.8M |
| 毛利率 | — | 55.6% |
| 营业利润率 | — | 17.0% |
| 净利率 | -1.2% | 12.0% |
| 营收同比 | -3.6% | 7.1% |
| 净利润同比 | -157.5% | -12.8% |
| 每股收益（稀释后） | — | $2.59 |
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BBUCLULU
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $1.9B | $2.4B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $1.9B | $2.2B | ||
| Q1 24 | — | $3.2B |
净利润BBUCLULU
| Q4 25 | — | $306.8M | ||
| Q3 25 | — | $370.9M | ||
| Q2 25 | $-23.0M | $314.6M | ||
| Q1 25 | — | $748.4M | ||
| Q4 24 | — | $351.9M | ||
| Q3 24 | — | $392.9M | ||
| Q2 24 | $40.0M | $321.4M | ||
| Q1 24 | — | $669.5M |
毛利率BBUCLULU
| Q4 25 | — | 55.6% | ||
| Q3 25 | — | 58.5% | ||
| Q2 25 | — | 58.3% | ||
| Q1 25 | — | 60.4% | ||
| Q4 24 | — | 58.5% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 57.7% | ||
| Q1 24 | — | 59.4% |
营业利润率BBUCLULU
| Q4 25 | — | 17.0% | ||
| Q3 25 | — | 20.7% | ||
| Q2 25 | — | 18.5% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 22.8% | ||
| Q2 24 | — | 19.6% | ||
| Q1 24 | — | 28.5% |
净利率BBUCLULU
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | -1.2% | 13.3% | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 16.6% | ||
| Q2 24 | 2.1% | 14.6% | ||
| Q1 24 | — | 20.9% |
每股收益（稀释后）BBUCLULU
| Q4 25 | — | $2.59 | ||
| Q3 25 | — | $3.10 | ||
| Q2 25 | — | $2.60 | ||
| Q1 25 | — | $6.08 | ||
| Q4 24 | — | $2.87 | ||
| Q3 24 | — | $3.15 | ||
| Q2 24 | — | $2.54 | ||
| Q1 24 | — | $5.28 |
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 | $613.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $4.5B |
| 总资产 | $16.3B | $8.0B |
| 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BBUCLULU
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $613.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $754.0M | — | ||
| Q1 24 | — | — |
股东权益BBUCLULU
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | $2.6B | $4.3B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $4.6B | $4.2B | ||
| Q1 24 | — | $4.2B |
总资产BBUCLULU
| Q4 25 | — | $8.0B | ||
| Q3 25 | — | $7.5B | ||
| Q2 25 | $16.3B | $7.4B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | $20.5B | $6.8B | ||
| Q1 24 | — | $7.1B |
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 | — | $249.9M |
| 自由现金流经营现金流 - 资本支出 | — | $82.4M |
| 自由现金流率自由现金流/营收 | — | 3.2% |
| 资本支出强度资本支出/营收 | — | 6.5% |
| 现金转化率经营现金流/净利润 | — | 0.81× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流BBUCLULU
| Q4 25 | — | $249.9M | ||
| Q3 25 | — | $328.7M | ||
| Q2 25 | — | $-119.0M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $300.7M | ||
| Q3 24 | — | $443.1M | ||
| Q2 24 | — | $127.5M | ||
| Q1 24 | — | $1.4B |
自由现金流BBUCLULU
| Q4 25 | — | $82.4M | ||
| Q3 25 | — | $150.8M | ||
| Q2 25 | — | $-271.2M | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $122.2M | ||
| Q3 24 | — | $298.1M | ||
| Q2 24 | — | $-3.2M | ||
| Q1 24 | — | $1.2B |
自由现金流率BBUCLULU
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | -11.4% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 12.6% | ||
| Q2 24 | — | -0.1% | ||
| Q1 24 | — | 36.7% |
资本支出强度BBUCLULU
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 6.4% |
现金转化率BBUCLULU
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | -0.38× | ||
| Q1 25 | — | 1.87× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | — | 0.40× | ||
| Q1 24 | — | 2.07× |
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
BBUC
暂无分部数据
LULU
| Womens Apparel | $1.6B | 64% |
| Mens Apparel | $596.2M | 23% |
| Accessories And Other Categories | $324.7M | 13% |
