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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）与EAGLE MATERIALS INC（EXP）财务数据对比。点击上方公司名可切换其他公司
BRIGHT HORIZONS FAMILY SOLUTIONS INC.的季度营收约是EAGLE MATERIALS INC的1.3倍（$733.7M vs $556.0M），BRIGHT HORIZONS FAMILY SOLUTIONS INC.同比增速更快（8.8% vs -0.4%），BRIGHT HORIZONS FAMILY SOLUTIONS INC.自由现金流更多（$258.5M vs $60.8M），过去两年BRIGHT HORIZONS FAMILY SOLUTIONS INC.的营收复合增速更高（8.5% vs 8.0%）
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。
Eagle Materials Inc.是总部位于美国得克萨斯州达拉斯的建筑材料生产企业，主营产品包括水泥、混凝土、建筑骨料、石膏、墙板、纸板以及水力压裂作业专用砂，产品广泛应用于建筑施工、能源开发等多个领域。
BFAM vs EXP — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $733.7M | $556.0M |
| 净利润 | — | $102.9M |
| 毛利率 | 19.3% | 28.9% |
| 营业利润率 | 6.2% | — |
| 净利率 | — | 18.5% |
| 营收同比 | 8.8% | -0.4% |
| 净利润同比 | — | -13.9% |
| 每股收益（稀释后） | $0.38 | $3.22 |
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
| Q4 25 | $733.7M | $556.0M | ||
| Q3 25 | $802.8M | $638.9M | ||
| Q2 25 | $731.6M | $634.7M | ||
| Q1 25 | $665.5M | $470.2M | ||
| Q4 24 | $674.1M | $558.0M | ||
| Q3 24 | $719.1M | $623.6M | ||
| Q2 24 | $670.1M | $608.7M | ||
| Q1 24 | $622.7M | $476.7M |
| Q4 25 | — | $102.9M | ||
| Q3 25 | $78.6M | $137.4M | ||
| Q2 25 | $54.8M | $123.4M | ||
| Q1 25 | $38.0M | $66.5M | ||
| Q4 24 | — | $119.6M | ||
| Q3 24 | $54.9M | $143.5M | ||
| Q2 24 | $39.2M | $133.8M | ||
| Q1 24 | $17.0M | $77.1M |
| Q4 25 | 19.3% | 28.9% | ||
| Q3 25 | 27.0% | 31.3% | ||
| Q2 25 | 25.0% | 29.2% | ||
| Q1 25 | 23.4% | 22.2% | ||
| Q4 24 | 20.8% | 31.9% | ||
| Q3 24 | 25.2% | 32.7% | ||
| Q2 24 | 24.2% | 30.7% | ||
| Q1 24 | 21.7% | 25.1% |
| Q4 25 | 6.2% | — | ||
| Q3 25 | 15.1% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 7.2% | 32.8% | ||
| Q3 24 | 12.4% | 34.2% | ||
| Q2 24 | 10.3% | 32.0% | ||
| Q1 24 | 6.4% | 26.9% |
| Q4 25 | — | 18.5% | ||
| Q3 25 | 9.8% | 21.5% | ||
| Q2 25 | 7.5% | 19.4% | ||
| Q1 25 | 5.7% | 14.1% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | 7.6% | 23.0% | ||
| Q2 24 | 5.8% | 22.0% | ||
| Q1 24 | 2.7% | 16.2% |
| Q4 25 | $0.38 | $3.22 | ||
| Q3 25 | $1.37 | $4.23 | ||
| Q2 25 | $0.95 | $3.76 | ||
| Q1 25 | $0.66 | $2.01 | ||
| Q4 24 | $0.50 | $3.56 | ||
| Q3 24 | $0.94 | $4.26 | ||
| Q2 24 | $0.67 | $3.94 | ||
| Q1 24 | $0.29 | $2.23 |
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 | $419.0M |
| 总债务越低越好 | $747.6M | — |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $3.9B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势，按日历期对齐
| Q4 25 | $140.1M | $419.0M | ||
| Q3 25 | $116.6M | $35.0M | ||
| Q2 25 | $179.2M | $59.7M | ||
| Q1 25 | $112.0M | $20.4M | ||
| Q4 24 | $110.3M | $31.2M | ||
| Q3 24 | $109.9M | $93.9M | ||
| Q2 24 | $140.2M | $46.5M | ||
| Q1 24 | $63.7M | $34.9M |
| Q4 25 | $747.6M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | $1.2B | ||
| Q4 24 | $918.4M | — | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — | ||
| Q1 24 | $938.1M | $1.1B |
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
| Q4 25 | $3.9B | $3.8B | ||
| Q3 25 | $3.9B | $3.4B | ||
| Q2 25 | $3.9B | $3.4B | ||
| Q1 25 | $3.8B | $3.3B | ||
| Q4 24 | $3.9B | $3.0B | ||
| Q3 24 | $3.9B | $3.1B | ||
| Q2 24 | $3.8B | $3.0B | ||
| Q1 24 | $3.8B | $2.9B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | 0.86× | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.73× | — | ||
| Q1 24 | 0.76× | 0.84× |
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 | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $258.5M | $60.8M |
| 自由现金流率自由现金流/营收 | 35.2% | 10.9% |
| 资本支出强度资本支出/营收 | 12.6% | 19.8% |
| 现金转化率经营现金流/净利润 | — | 1.66× |
| 过去12个月自由现金流最近4个季度 | $402.4M | $231.8M |
8季度趋势，按日历期对齐
| Q4 25 | $350.7M | $170.8M | ||
| Q3 25 | $-17.6M | $204.6M | ||
| Q2 25 | $134.2M | $136.6M | ||
| Q1 25 | $86.2M | $62.8M | ||
| Q4 24 | $337.5M | $119.9M | ||
| Q3 24 | $-8.9M | $233.3M | ||
| Q2 24 | $109.4M | $132.6M | ||
| Q1 24 | $116.3M | $63.4M |
| Q4 25 | $258.5M | $60.8M | ||
| Q3 25 | $-42.4M | $96.1M | ||
| Q2 25 | $115.4M | $60.5M | ||
| Q1 25 | $70.9M | $14.5M | ||
| Q4 24 | $240.2M | $72.5M | ||
| Q3 24 | $-32.2M | $166.8M | ||
| Q2 24 | $86.8M | $99.5M | ||
| Q1 24 | $96.9M | $30.9M |
| Q4 25 | 35.2% | 10.9% | ||
| Q3 25 | -5.3% | 15.0% | ||
| Q2 25 | 15.8% | 9.5% | ||
| Q1 25 | 10.7% | 3.1% | ||
| Q4 24 | 35.6% | 13.0% | ||
| Q3 24 | -4.5% | 26.7% | ||
| Q2 24 | 13.0% | 16.3% | ||
| Q1 24 | 15.6% | 6.5% |
| Q4 25 | 12.6% | 19.8% | ||
| Q3 25 | 3.1% | 17.0% | ||
| Q2 25 | 2.6% | 12.0% | ||
| Q1 25 | 2.3% | 10.3% | ||
| Q4 24 | 14.4% | 8.5% | ||
| Q3 24 | 3.2% | 10.7% | ||
| Q2 24 | 3.4% | 5.4% | ||
| Q1 24 | 3.1% | 6.8% |
| Q4 25 | — | 1.66× | ||
| Q3 25 | -0.22× | 1.49× | ||
| Q2 25 | 2.45× | 1.11× | ||
| Q1 25 | 2.26× | 0.94× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | -0.16× | 1.63× | ||
| Q2 24 | 2.79× | 0.99× | ||
| Q1 24 | 6.85× | 0.82× |
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
EXP
| External Customers | $283.5M | 51% |
| Gypsum Wallboard | $175.9M | 32% |
| Recycled Paperboard | $47.8M | 9% |
| Corporate Joint Venture | $29.4M | 5% |
| Other | $11.8M | 2% |
| Western Pennsylvania Acquisition | $7.6M | 1% |
