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碧迪(BDX)与Brookdale Senior Living Inc.(BKD)财务数据对比。点击上方公司名可切换其他公司
碧迪的季度营收约是Brookdale Senior Living Inc.的7.0倍($5.3B vs $754.1M)。碧迪净利率更高(7.3% vs -5.3%,领先12.6%)。碧迪同比增速更快(-0.4% vs -3.4%)。碧迪自由现金流更多($549.0M vs $-29.1M)。过去两年碧迪的营收复合增速更高(2.0% vs -1.9%)
碧迪(Becton Dickinson)是美国跨国医疗科技企业,核心业务包括研发、生产及销售医用器械、仪器系统与试剂产品,同时在特定领域提供专业咨询及数据分析服务,业务覆盖全球多国,在全球医疗技术领域具备领先地位。
布鲁克代尔老年生活公司成立于1978年,总部位于美国田纳西州布伦特伍德,是美国规模最大的老年住宅运营商,业务覆盖全美各地的养老社区,目前服务超过6万名入住老年人。
BDX vs BKD — 直观对比
营收规模更大
BDX
是对方的7.0倍
$754.1M
营收增速更快
BDX
高出3.1%
-3.4%
净利率更高
BDX
高出12.6%
-5.3%
自由现金流更多
BDX
多$578.1M
$-29.1M
两年增速更快
BDX
近两年复合增速
-1.9%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $5.3B | $754.1M |
| 净利润 | $382.0M | $-40.0M |
| 毛利率 | 45.9% | 24.9% |
| 营业利润率 | 10.5% | 3.0% |
| 净利率 | 7.3% | -5.3% |
| 营收同比 | -0.4% | -3.4% |
| 净利润同比 | 24.0% | 52.4% |
| 每股收益(稀释后) | $1.34 | $-0.18 |
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
BDX
BKD
| Q4 25 | $5.3B | $754.1M | ||
| Q3 25 | $5.9B | $813.2M | ||
| Q2 25 | $5.5B | $812.9M | ||
| Q1 25 | $5.3B | $813.9M | ||
| Q4 24 | $5.2B | $780.9M | ||
| Q3 24 | $5.4B | $784.2M | ||
| Q2 24 | $5.0B | $777.5M | ||
| Q1 24 | $5.0B | $782.8M |
净利润
BDX
BKD
| Q4 25 | $382.0M | $-40.0M | ||
| Q3 25 | $493.0M | $-114.7M | ||
| Q2 25 | $574.0M | $-43.0M | ||
| Q1 25 | $308.0M | $-65.0M | ||
| Q4 24 | $303.0M | $-83.9M | ||
| Q3 24 | $400.0M | $-50.7M | ||
| Q2 24 | $487.0M | $-37.7M | ||
| Q1 24 | $537.0M | $-29.6M |
毛利率
BDX
BKD
| Q4 25 | 45.9% | 24.9% | ||
| Q3 25 | 47.5% | 25.9% | ||
| Q2 25 | 47.8% | 26.6% | ||
| Q1 25 | 42.8% | 27.4% | ||
| Q4 24 | 43.2% | 24.6% | ||
| Q3 24 | 45.7% | 25.3% | ||
| Q2 24 | 46.2% | 26.3% | ||
| Q1 24 | 45.7% | 26.1% |
营业利润率
BDX
BKD
| Q4 25 | 10.5% | 3.0% | ||
| Q3 25 | 11.8% | -6.6% | ||
| Q2 25 | 16.0% | 1.8% | ||
| Q1 25 | 10.4% | 3.6% | ||
| Q4 24 | 8.8% | -0.3% | ||
| Q3 24 | 11.4% | 1.3% | ||
| Q2 24 | 12.1% | 2.5% | ||
| Q1 24 | 14.5% | 2.5% |
净利率
BDX
BKD
| Q4 25 | 7.3% | -5.3% | ||
| Q3 25 | 8.4% | -14.1% | ||
| Q2 25 | 10.4% | -5.3% | ||
| Q1 25 | 5.8% | -8.0% | ||
| Q4 24 | 5.9% | -10.7% | ||
| Q3 24 | 7.4% | -6.5% | ||
| Q2 24 | 9.8% | -4.9% | ||
| Q1 24 | 10.6% | -3.8% |
每股收益(稀释后)
BDX
BKD
| Q4 25 | $1.34 | $-0.18 | ||
| Q3 25 | $1.71 | $-0.48 | ||
| Q2 25 | $2.00 | $-0.18 | ||
| Q1 25 | $1.07 | $-0.28 | ||
| Q4 24 | $1.04 | $-0.37 | ||
| Q3 24 | $1.37 | $-0.22 | ||
| Q2 24 | $1.68 | $-0.17 | ||
| Q1 24 | $1.85 | $-0.13 |
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 | $740.0M | $279.1M |
| 总债务越低越好 | — | $4.3B |
| 股东权益账面价值 | $25.3B | $-44.8M |
| 总资产 | $54.8B | $6.0B |
| 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
BDX
BKD
| Q4 25 | $740.0M | $279.1M | ||
| Q3 25 | $641.0M | $253.4M | ||
| Q2 25 | $735.0M | $251.9M | ||
| Q1 25 | $667.0M | $239.7M | ||
| Q4 24 | $711.0M | $328.8M | ||
| Q3 24 | $1.7B | $284.4M | ||
| Q2 24 | $4.5B | $309.7M | ||
| Q1 24 | $2.3B | $318.5M |
总债务
BDX
BKD
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $4.3B | ||
| Q2 25 | — | $4.3B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.7B | ||
| Q1 24 | — | $3.8B |
股东权益
BDX
BKD
| Q4 25 | $25.3B | $-44.8M | ||
| Q3 25 | $25.4B | $-6.7M | ||
| Q2 25 | $25.5B | $105.4M | ||
| Q1 25 | $25.2B | $146.7M | ||
| Q4 24 | $25.2B | $212.5M | ||
| Q3 24 | $25.9B | $292.9M | ||
| Q2 24 | $25.9B | $340.2M | ||
| Q1 24 | $25.6B | $374.0M |
总资产
BDX
BKD
| Q4 25 | $54.8B | $6.0B | ||
| Q3 25 | $55.3B | $6.0B | ||
| Q2 25 | $54.9B | $6.1B | ||
| Q1 25 | $54.5B | $6.2B | ||
| Q4 24 | $54.7B | $6.3B | ||
| Q3 24 | $57.3B | $5.9B | ||
| Q2 24 | $55.6B | $5.5B | ||
| Q1 24 | $54.2B | $5.5B |
负债/权益比
BDX
BKD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 40.72× | ||
| Q1 25 | — | 29.39× | ||
| Q4 24 | — | 19.12× | ||
| Q3 24 | — | 12.65× | ||
| Q2 24 | — | 10.99× | ||
| Q1 24 | — | 10.05× |
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 | $657.0M | $34.5M |
| 自由现金流经营现金流 - 资本支出 | $549.0M | $-29.1M |
| 自由现金流率自由现金流/营收 | 10.5% | -3.9% |
| 资本支出强度资本支出/营收 | 2.1% | 8.4% |
| 现金转化率经营现金流/净利润 | 1.72× | — |
| 过去12个月自由现金流最近4个季度 | $2.6B | $16.5M |
8季度趋势,按日历期对齐
经营现金流
BDX
BKD
| Q4 25 | $657.0M | $34.5M | ||
| Q3 25 | $1.4B | $76.5M | ||
| Q2 25 | $1.2B | $83.6M | ||
| Q1 25 | $164.0M | $23.4M | ||
| Q4 24 | $693.0M | $45.2M | ||
| Q3 24 | $1.2B | $66.5M | ||
| Q2 24 | $1.3B | $55.7M | ||
| Q1 24 | $514.0M | $-1.1M |
自由现金流
BDX
BKD
| Q4 25 | $549.0M | $-29.1M | ||
| Q3 25 | $1.0B | $34.9M | ||
| Q2 25 | $1.0B | $29.1M | ||
| Q1 25 | $35.0M | $-18.4M | ||
| Q4 24 | $588.0M | $-5.1M | ||
| Q3 24 | $882.0M | $11.5M | ||
| Q2 24 | $1.1B | $4.1M | ||
| Q1 24 | $380.0M | $-45.5M |
自由现金流率
BDX
BKD
| Q4 25 | 10.5% | -3.9% | ||
| Q3 25 | 17.0% | 4.3% | ||
| Q2 25 | 19.0% | 3.6% | ||
| Q1 25 | 0.7% | -2.3% | ||
| Q4 24 | 11.4% | -0.7% | ||
| Q3 24 | 16.2% | 1.5% | ||
| Q2 24 | 22.4% | 0.5% | ||
| Q1 24 | 7.5% | -5.8% |
资本支出强度
BDX
BKD
| Q4 25 | 2.1% | 8.4% | ||
| Q3 25 | 6.0% | 5.1% | ||
| Q2 25 | 3.2% | 6.7% | ||
| Q1 25 | 2.4% | 5.1% | ||
| Q4 24 | 2.0% | 6.4% | ||
| Q3 24 | 5.4% | 7.0% | ||
| Q2 24 | 3.6% | 6.6% | ||
| Q1 24 | 2.7% | 5.7% |
现金转化率
BDX
BKD
| Q4 25 | 1.72× | — | ||
| Q3 25 | 2.75× | — | ||
| Q2 25 | 2.12× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | 2.94× | — | ||
| Q2 24 | 2.66× | — | ||
| Q1 24 | 0.96× | — |
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
BDX
| Other | $2.8B | 53% |
| Medication Management Solutions | $678.0M | 13% |
| Urologyand Critical Care | $339.0M | 6% |
| Surgery | $310.0M | 6% |
| Peripheral Intervention | $265.0M | 5% |
| Specimen Management | $245.0M | 5% |
| Advanced Patient Monitoring | $178.0M | 3% |
| Diagnostic Solutions | $176.0M | 3% |
| Bio Pharma Systems | $150.0M | 3% |
| Biosciences | $124.0M | 2% |
BKD
| Assisted Living And Memory Care | $506.7M | 67% |
| Independent Living | $121.6M | 16% |
| Ccrcs Rental | $86.3M | 11% |
| Reimbursement Costs Managed Communities | $36.7M | 5% |
| Management Service | $2.9M | 0% |