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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）与BWX Technologies, Inc.（BWXT）财务数据对比。点击上方公司名可切换其他公司
BWX Technologies, Inc.的季度营收约是BRIGHT HORIZONS FAMILY SOLUTIONS INC.的1.2倍（$885.8M vs $733.7M），BWX Technologies, Inc.同比增速更快（18.7% vs 8.8%），BRIGHT HORIZONS FAMILY SOLUTIONS INC.自由现金流更多（$258.5M vs $56.8M），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs 8.5%）
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
BFAM vs BWXT — 直观对比
营收规模更大
BWXT
是对方的1.2倍
$733.7M
营收增速更快
BWXT
高出9.9%
8.8%
自由现金流更多
BFAM
多$201.7M
$56.8M
两年增速更快
BWXT
近两年复合增速
8.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $733.7M | $885.8M |
| 净利润 | — | $93.0M |
| 毛利率 | 19.3% | — |
| 营业利润率 | 6.2% | 10.4% |
| 净利率 | — | 10.5% |
| 营收同比 | 8.8% | 18.7% |
| 净利润同比 | — | 30.9% |
| 每股收益（稀释后） | $0.38 | $1.02 |
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BFAMBWXT
| Q4 25 | $733.7M | $885.8M | ||
| Q3 25 | $802.8M | $866.3M | ||
| Q2 25 | $731.6M | $764.0M | ||
| Q1 25 | $665.5M | $682.3M | ||
| Q4 24 | $674.1M | $746.3M | ||
| Q3 24 | $719.1M | $672.0M | ||
| Q2 24 | $670.1M | $681.5M | ||
| Q1 24 | $622.7M | $604.0M |
净利润BFAMBWXT
| Q4 25 | — | $93.0M | ||
| Q3 25 | $78.6M | $82.1M | ||
| Q2 25 | $54.8M | $78.4M | ||
| Q1 25 | $38.0M | $75.5M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | $54.9M | $69.5M | ||
| Q2 24 | $39.2M | $73.0M | ||
| Q1 24 | $17.0M | $68.5M |
毛利率BFAMBWXT
| Q4 25 | 19.3% | — | ||
| Q3 25 | 27.0% | 21.8% | ||
| Q2 25 | 25.0% | 25.1% | ||
| Q1 25 | 23.4% | 24.2% | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 25.2% | 24.4% | ||
| Q2 24 | 24.2% | 24.7% | ||
| Q1 24 | 21.7% | 24.6% |
营业利润率BFAMBWXT
| Q4 25 | 6.2% | 10.4% | ||
| Q3 25 | 15.1% | 13.1% | ||
| Q2 25 | 11.8% | 13.4% | ||
| Q1 25 | 9.4% | 14.2% | ||
| Q4 24 | 7.2% | 12.4% | ||
| Q3 24 | 12.4% | 14.4% | ||
| Q2 24 | 10.3% | 14.5% | ||
| Q1 24 | 6.4% | 15.4% |
净利率BFAMBWXT
| Q4 25 | — | 10.5% | ||
| Q3 25 | 9.8% | 9.5% | ||
| Q2 25 | 7.5% | 10.3% | ||
| Q1 25 | 5.7% | 11.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 7.6% | 10.3% | ||
| Q2 24 | 5.8% | 10.7% | ||
| Q1 24 | 2.7% | 11.3% |
每股收益（稀释后）BFAMBWXT
| Q4 25 | $0.38 | $1.02 | ||
| Q3 25 | $1.37 | $0.89 | ||
| Q2 25 | $0.95 | $0.85 | ||
| Q1 25 | $0.66 | $0.82 | ||
| Q4 24 | $0.50 | $0.77 | ||
| Q3 24 | $0.94 | $0.76 | ||
| Q2 24 | $0.67 | $0.79 | ||
| Q1 24 | $0.29 | $0.75 |
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 | $140.1M | $499.8M |
| 总债务越低越好 | $747.6M | — |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $3.9B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势，按日历期对齐
现金及短期投资BFAMBWXT
| Q4 25 | $140.1M | $499.8M | ||
| Q3 25 | $116.6M | $79.6M | ||
| Q2 25 | $179.2M | $37.0M | ||
| Q1 25 | $112.0M | $55.4M | ||
| Q4 24 | $110.3M | $74.1M | ||
| Q3 24 | $109.9M | $35.5M | ||
| Q2 24 | $140.2M | $48.3M | ||
| Q1 24 | $63.7M | $45.9M |
总债务BFAMBWXT
| Q4 25 | $747.6M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | — | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — | ||
| Q1 24 | $938.1M | — |
股东权益BFAMBWXT
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.3B | $998.5M | ||
| Q1 24 | $1.2B | $946.2M |
总资产BFAMBWXT
| Q4 25 | $3.9B | $4.3B | ||
| Q3 25 | $3.9B | $3.8B | ||
| Q2 25 | $3.9B | $3.7B | ||
| Q1 25 | $3.8B | $3.1B | ||
| Q4 24 | $3.9B | $2.9B | ||
| Q3 24 | $3.9B | $2.9B | ||
| Q2 24 | $3.8B | $2.8B | ||
| Q1 24 | $3.8B | $2.8B |
负债/权益比BFAMBWXT
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.73× | — | ||
| Q1 24 | 0.76× | — |
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 | $350.7M | $127.0M |
| 自由现金流经营现金流 - 资本支出 | $258.5M | $56.8M |
| 自由现金流率自由现金流/营收 | 35.2% | 6.4% |
| 资本支出强度资本支出/营收 | 12.6% | 7.9% |
| 现金转化率经营现金流/净利润 | — | 1.37× |
| 过去12个月自由现金流最近4个季度 | $402.4M | $295.3M |
8季度趋势，按日历期对齐
经营现金流BFAMBWXT
| Q4 25 | $350.7M | $127.0M | ||
| Q3 25 | $-17.6M | $143.2M | ||
| Q2 25 | $134.2M | $159.0M | ||
| Q1 25 | $86.2M | $50.6M | ||
| Q4 24 | $337.5M | $276.9M | ||
| Q3 24 | $-8.9M | $32.6M | ||
| Q2 24 | $109.4M | $65.9M | ||
| Q1 24 | $116.3M | $33.0M |
自由现金流BFAMBWXT
| Q4 25 | $258.5M | $56.8M | ||
| Q3 25 | $-42.4M | $94.9M | ||
| Q2 25 | $115.4M | $126.3M | ||
| Q1 25 | $70.9M | $17.3M | ||
| Q4 24 | $240.2M | $224.4M | ||
| Q3 24 | $-32.2M | $-7.7M | ||
| Q2 24 | $86.8M | $35.5M | ||
| Q1 24 | $96.9M | $2.6M |
自由现金流率BFAMBWXT
| Q4 25 | 35.2% | 6.4% | ||
| Q3 25 | -5.3% | 11.0% | ||
| Q2 25 | 15.8% | 16.5% | ||
| Q1 25 | 10.7% | 2.5% | ||
| Q4 24 | 35.6% | 30.1% | ||
| Q3 24 | -4.5% | -1.1% | ||
| Q2 24 | 13.0% | 5.2% | ||
| Q1 24 | 15.6% | 0.4% |
资本支出强度BFAMBWXT
| Q4 25 | 12.6% | 7.9% | ||
| Q3 25 | 3.1% | 5.6% | ||
| Q2 25 | 2.6% | 4.3% | ||
| Q1 25 | 2.3% | 4.9% | ||
| Q4 24 | 14.4% | 7.0% | ||
| Q3 24 | 3.2% | 6.0% | ||
| Q2 24 | 3.4% | 4.5% | ||
| Q1 24 | 3.1% | 5.0% |
现金转化率BFAMBWXT
| Q4 25 | — | 1.37× | ||
| Q3 25 | -0.22× | 1.74× | ||
| Q2 25 | 2.45× | 2.03× | ||
| Q1 25 | 2.26× | 0.67× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | -0.16× | 0.47× | ||
| Q2 24 | 2.79× | 0.90× | ||
| Q1 24 | 6.85× | 0.48× |
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
BFAM
暂无分部数据
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
