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BRUNSWICK CORP（BC）与简柏特（G）财务数据对比。点击上方公司名可切换其他公司
BRUNSWICK CORP的季度营收约是简柏特的1.0倍（$1.3B vs $1.3B），简柏特净利率更高（10.8% vs 1.4%，领先9.4%），BRUNSWICK CORP同比增速更快（15.5% vs 5.6%），简柏特自由现金流更多（$269.0M vs $83.6M），过去两年简柏特的营收复合增速更高（8.0% 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。
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
BC vs G — 直观对比
营收规模更大
BC
是对方的1.0倍
$1.3B
营收增速更快
BC
高出9.8%
5.6%
净利率更高
G
高出9.4%
1.4%
自由现金流更多
G
多$185.4M
$83.6M
两年增速更快
G
近两年复合增速
-1.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.3B |
| 净利润 | $18.7M | $143.1M |
| 毛利率 | 23.1% | 36.6% |
| 营业利润率 | 3.1% | 14.8% |
| 净利率 | 1.4% | 10.8% |
| 营收同比 | 15.5% | 5.6% |
| 净利润同比 | 122.7% | 0.8% |
| 每股收益（稀释后） | $0.32 | $0.82 |
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BCG
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.4B | $1.1B |
净利润BCG
| Q4 25 | $18.7M | $143.1M | ||
| Q3 25 | $-235.5M | $145.8M | ||
| Q2 25 | $59.3M | $132.7M | ||
| Q1 25 | $20.2M | $130.9M | ||
| Q4 24 | $-82.5M | $141.9M | ||
| Q3 24 | $44.6M | $132.8M | ||
| Q2 24 | $100.0M | $122.0M | ||
| Q1 24 | $68.0M | $116.9M |
毛利率BCG
| Q4 25 | 23.1% | 36.6% | ||
| Q3 25 | 25.8% | 36.4% | ||
| Q2 25 | 25.5% | 35.9% | ||
| Q1 25 | 24.9% | 35.3% | ||
| Q4 24 | 21.9% | 35.7% | ||
| Q3 24 | 26.2% | 35.6% | ||
| Q2 24 | 27.1% | 35.4% | ||
| Q1 24 | 27.4% | 35.0% |
营业利润率BCG
| Q4 25 | 3.1% | 14.8% | ||
| Q3 25 | -17.8% | 14.8% | ||
| Q2 25 | 7.1% | 14.3% | ||
| Q1 25 | 4.6% | 15.1% | ||
| Q4 24 | -4.8% | 15.2% | ||
| Q3 24 | 7.7% | 15.0% | ||
| Q2 24 | 11.0% | 14.5% | ||
| Q1 24 | 8.1% | 14.1% |
净利率BCG
| Q4 25 | 1.4% | 10.8% | ||
| Q3 25 | -17.3% | 11.3% | ||
| Q2 25 | 4.1% | 10.6% | ||
| Q1 25 | 1.7% | 10.8% | ||
| Q4 24 | -7.1% | 11.4% | ||
| Q3 24 | 3.5% | 11.0% | ||
| Q2 24 | 6.9% | 10.4% | ||
| Q1 24 | 5.0% | 10.3% |
每股收益（稀释后）BCG
| Q4 25 | $0.32 | $0.82 | ||
| Q3 25 | $-3.59 | $0.83 | ||
| Q2 25 | $0.89 | $0.75 | ||
| Q1 25 | $0.30 | $0.73 | ||
| Q4 24 | $-1.21 | $0.80 | ||
| Q3 24 | $0.67 | $0.74 | ||
| Q2 24 | $1.48 | $0.67 | ||
| Q1 24 | $0.99 | $0.64 |
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 | $1.2B |
| 总债务越低越好 | $2.1B | $1.5B |
| 股东权益账面价值 | $1.6B | $2.5B |
| 总资产 | $5.3B | $5.8B |
| 负债/权益比越低杠杆越低 | 1.30× | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资BCG
| Q4 25 | $256.8M | $1.2B | ||
| Q3 25 | $297.7M | $740.8M | ||
| Q2 25 | $315.7M | $663.3M | ||
| Q1 25 | $286.7M | $561.6M | ||
| Q4 24 | $269.0M | $671.6M | ||
| Q3 24 | $284.1M | $1.0B | ||
| Q2 24 | $494.5M | $914.2M | ||
| Q1 24 | $548.4M | $478.4M |
总债务BCG
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.2B |
股东权益BCG
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | $1.9B | $2.4B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $2.0B | $2.3B | ||
| Q1 24 | $2.0B | $2.3B |
总资产BCG
| Q4 25 | $5.3B | $5.8B | ||
| Q3 25 | $5.4B | $5.4B | ||
| Q2 25 | $5.8B | $5.3B | ||
| Q1 25 | $5.9B | $4.9B | ||
| Q4 24 | $5.7B | $5.0B | ||
| Q3 24 | $6.0B | $5.3B | ||
| Q2 24 | $6.4B | $5.2B | ||
| Q1 24 | $6.5B | $4.7B |
负债/权益比BCG
| Q4 25 | 1.30× | 0.60× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | 1.25× | 0.51× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.54× |
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 | $286.7M |
| 自由现金流经营现金流 - 资本支出 | $83.6M | $269.0M |
| 自由现金流率自由现金流/营收 | 6.3% | 20.4% |
| 资本支出强度资本支出/营收 | 3.7% | 1.3% |
| 现金转化率经营现金流/净利润 | 7.11× | 2.00× |
| 过去12个月自由现金流最近4个季度 | $396.3M | $734.7M |
8季度趋势，按日历期对齐
经营现金流BCG
| Q4 25 | $132.9M | $286.7M | ||
| Q3 25 | $140.4M | $308.4M | ||
| Q2 25 | $316.2M | $177.4M | ||
| Q1 25 | $-27.4M | $40.4M | ||
| Q4 24 | $306.4M | $203.2M | ||
| Q3 24 | $67.4M | $228.5M | ||
| Q2 24 | $211.0M | $209.3M | ||
| Q1 24 | $-153.4M | $-25.6M |
自由现金流BCG
| Q4 25 | $83.6M | $269.0M | ||
| Q3 25 | $106.5M | $292.0M | ||
| Q2 25 | $271.3M | $155.1M | ||
| Q1 25 | $-65.1M | $18.5M | ||
| Q4 24 | $276.1M | $183.5M | ||
| Q3 24 | $31.4M | $208.7M | ||
| Q2 24 | $163.9M | $190.0M | ||
| Q1 24 | $-207.4M | $-49.6M |
自由现金流率BCG
| Q4 25 | 6.3% | 20.4% | ||
| Q3 25 | 7.8% | 22.6% | ||
| Q2 25 | 18.7% | 12.4% | ||
| Q1 25 | -5.3% | 1.5% | ||
| Q4 24 | 23.9% | 14.7% | ||
| Q3 24 | 2.5% | 17.2% | ||
| Q2 24 | 11.4% | 16.2% | ||
| Q1 24 | -15.2% | -4.4% |
资本支出强度BCG
| Q4 25 | 3.7% | 1.3% | ||
| Q3 25 | 2.5% | 1.3% | ||
| Q2 25 | 3.1% | 1.8% | ||
| Q1 25 | 3.1% | 1.8% | ||
| Q4 24 | 2.6% | 1.6% | ||
| Q3 24 | 2.8% | 1.6% | ||
| Q2 24 | 3.3% | 1.6% | ||
| Q1 24 | 4.0% | 2.1% |
现金转化率BCG
| Q4 25 | 7.11× | 2.00× | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | 5.33× | 1.34× | ||
| Q1 25 | -1.36× | 0.31× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | 1.51× | 1.72× | ||
| Q2 24 | 2.11× | 1.72× | ||
| Q1 24 | -2.26× | -0.22× |
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% |
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
