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BRUNSWICK CORP(BC)与Equinix(EQIX)财务数据对比。点击上方公司名可切换其他公司
Equinix的季度营收约是BRUNSWICK CORP的1.8倍($2.4B vs $1.3B),Equinix净利率更高(11.0% vs 1.4%,领先9.5%),BRUNSWICK CORP同比增速更快(15.5% vs 8.8%),过去两年Equinix的营收复合增速更高(5.9% vs -1.1%)
美国Brunswick公司创立于1845年,专注于多品类产品的研发、生产与营销,旗下拥有知名海事品牌水星海事(Mercury Marine)等多个品牌。目前集团在24个国家拥有超1.3万名员工,2024年销售额达52亿美元,全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
Equinix是总部位于美国加利福尼亚州雷德伍德城的跨国企业,主营互联网连接服务与数据中心托管业务,旗下数据中心此前常被业内称为“运营商酒店”,2015年1月公司正式转型为房地产投资信托基金(REIT)。
BC vs EQIX — 直观对比
营收规模更大
EQIX
是对方的1.8倍
$1.3B
营收增速更快
BC
高出6.7%
8.8%
净利率更高
EQIX
高出9.5%
1.4%
两年增速更快
EQIX
近两年复合增速
-1.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.4B |
| 净利润 | $18.7M | $265.0M |
| 毛利率 | 23.1% | 50.5% |
| 营业利润率 | 3.1% | 17.4% |
| 净利率 | 1.4% | 11.0% |
| 营收同比 | 15.5% | 8.8% |
| 净利润同比 | 122.7% | -22.7% |
| 每股收益(稀释后) | $0.32 | $2.70 |
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
BC
EQIX
| Q1 26 | — | $2.4B | ||
| Q4 25 | $1.3B | $2.4B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.4B | $2.3B | ||
| Q1 25 | $1.2B | $2.2B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.4B | $2.2B |
净利润
BC
EQIX
| Q1 26 | — | $265.0M | ||
| Q4 25 | $18.7M | $265.0M | ||
| Q3 25 | $-235.5M | $374.0M | ||
| Q2 25 | $59.3M | $368.0M | ||
| Q1 25 | $20.2M | $343.0M | ||
| Q4 24 | $-82.5M | $-14.0M | ||
| Q3 24 | $44.6M | $297.0M | ||
| Q2 24 | $100.0M | $301.0M |
毛利率
BC
EQIX
| Q1 26 | — | 50.5% | ||
| Q4 25 | 23.1% | 50.5% | ||
| Q3 25 | 25.8% | 50.7% | ||
| Q2 25 | 25.5% | 52.0% | ||
| Q1 25 | 24.9% | 51.3% | ||
| Q4 24 | 21.9% | 47.1% | ||
| Q3 24 | 26.2% | 50.1% | ||
| Q2 24 | 27.1% | 49.9% |
营业利润率
BC
EQIX
| Q1 26 | — | 17.4% | ||
| Q4 25 | 3.1% | 17.4% | ||
| Q3 25 | -17.8% | 20.5% | ||
| Q2 25 | 7.1% | 21.9% | ||
| Q1 25 | 4.6% | 20.6% | ||
| Q4 24 | -4.8% | 4.6% | ||
| Q3 24 | 7.7% | 19.3% | ||
| Q2 24 | 11.0% | 20.2% |
净利率
BC
EQIX
| Q1 26 | — | 11.0% | ||
| Q4 25 | 1.4% | 11.0% | ||
| Q3 25 | -17.3% | 16.1% | ||
| Q2 25 | 4.1% | 16.3% | ||
| Q1 25 | 1.7% | 15.4% | ||
| Q4 24 | -7.1% | -0.6% | ||
| Q3 24 | 3.5% | 13.5% | ||
| Q2 24 | 6.9% | 13.9% |
每股收益(稀释后)
BC
EQIX
| Q1 26 | — | $2.70 | ||
| Q4 25 | $0.32 | $2.70 | ||
| Q3 25 | $-3.59 | $3.81 | ||
| Q2 25 | $0.89 | $3.75 | ||
| Q1 25 | $0.30 | $3.50 | ||
| Q4 24 | $-1.21 | $-0.19 | ||
| Q3 24 | $0.67 | $3.10 | ||
| Q2 24 | $1.48 | $3.16 |
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 | $256.8M | $3.2B |
| 总债务越低越好 | $2.1B | — |
| 股东权益账面价值 | $1.6B | $14.2B |
| 总资产 | $5.3B | $40.1B |
| 负债/权益比越低杠杆越低 | 1.30× | — |
8季度趋势,按日历期对齐
现金及短期投资
BC
EQIX
| Q1 26 | — | $3.2B | ||
| Q4 25 | $256.8M | $3.2B | ||
| Q3 25 | $297.7M | $2.9B | ||
| Q2 25 | $315.7M | $4.5B | ||
| Q1 25 | $286.7M | $3.7B | ||
| Q4 24 | $269.0M | $3.6B | ||
| Q3 24 | $284.1M | $3.2B | ||
| Q2 24 | $494.5M | $2.0B |
总债务
BC
EQIX
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | — | $17.3B | ||
| Q2 25 | — | $18.1B | ||
| Q1 25 | — | $15.9B | ||
| Q4 24 | $2.4B | $15.3B | ||
| Q3 24 | — | $15.4B | ||
| Q2 24 | — | $14.5B |
股东权益
BC
EQIX
| Q1 26 | — | $14.2B | ||
| Q4 25 | $1.6B | $14.2B | ||
| Q3 25 | $1.6B | $14.2B | ||
| Q2 25 | $1.9B | $14.1B | ||
| Q1 25 | $1.9B | $13.9B | ||
| Q4 24 | $1.9B | $13.5B | ||
| Q3 24 | $2.0B | $13.6B | ||
| Q2 24 | $2.0B | $12.3B |
总资产
BC
EQIX
| Q1 26 | — | $40.1B | ||
| Q4 25 | $5.3B | $40.1B | ||
| Q3 25 | $5.4B | $38.1B | ||
| Q2 25 | $5.8B | $38.8B | ||
| Q1 25 | $5.9B | $36.1B | ||
| Q4 24 | $5.7B | $35.1B | ||
| Q3 24 | $6.0B | $35.4B | ||
| Q2 24 | $6.4B | $32.9B |
负债/权益比
BC
EQIX
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | — | ||
| Q3 25 | — | 1.22× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.14× | ||
| Q4 24 | 1.25× | 1.13× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | — | 1.18× |
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 | $132.9M | — |
| 自由现金流经营现金流 - 资本支出 | $83.6M | — |
| 自由现金流率自由现金流/营收 | 6.3% | — |
| 资本支出强度资本支出/营收 | 3.7% | — |
| 现金转化率经营现金流/净利润 | 7.11× | — |
| 过去12个月自由现金流最近4个季度 | $396.3M | — |
8季度趋势,按日历期对齐
经营现金流
BC
EQIX
| Q1 26 | — | — | ||
| Q4 25 | $132.9M | $1.1B | ||
| Q3 25 | $140.4M | $1.0B | ||
| Q2 25 | $316.2M | $944.0M | ||
| Q1 25 | $-27.4M | $809.0M | ||
| Q4 24 | $306.4M | $981.0M | ||
| Q3 24 | $67.4M | $758.0M | ||
| Q2 24 | $211.0M | $912.0M |
自由现金流
BC
EQIX
| Q1 26 | — | — | ||
| Q4 25 | $83.6M | $-292.0M | ||
| Q3 25 | $106.5M | $-122.0M | ||
| Q2 25 | $271.3M | $-45.0M | ||
| Q1 25 | $-65.1M | $59.0M | ||
| Q4 24 | $276.1M | $-6.0M | ||
| Q3 24 | $31.4M | $34.0M | ||
| Q2 24 | $163.9M | $264.0M |
自由现金流率
BC
EQIX
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | -12.1% | ||
| Q3 25 | 7.8% | -5.3% | ||
| Q2 25 | 18.7% | -2.0% | ||
| Q1 25 | -5.3% | 2.7% | ||
| Q4 24 | 23.9% | -0.3% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 11.4% | 12.2% |
资本支出强度
BC
EQIX
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 59.3% | ||
| Q3 25 | 2.5% | 49.1% | ||
| Q2 25 | 3.1% | 43.8% | ||
| Q1 25 | 3.1% | 33.7% | ||
| Q4 24 | 2.6% | 43.7% | ||
| Q3 24 | 2.8% | 32.9% | ||
| Q2 24 | 3.3% | 30.0% |
现金转化率
BC
EQIX
| Q1 26 | — | — | ||
| Q4 25 | 7.11× | 4.32× | ||
| Q3 25 | — | 2.71× | ||
| Q2 25 | 5.33× | 2.57× | ||
| Q1 25 | -1.36× | 2.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.51× | 2.55× | ||
| Q2 24 | 2.11× | 3.03× |
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
BC
| Engine Partsand Accessories | $532.4M | 40% |
| Navico Group | $452.9M | 34% |
| Recreational Fiberglass Boats | $111.6M | 8% |
| Saltwater Fishing Boats | $85.7M | 6% |
| Controls Riggingand Propellers | $78.3M | 6% |
| Business Acceleration | $48.1M | 4% |
| Sterndrive Engine | $32.6M | 2% |
EQIX
暂无分部数据