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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.3倍（$733.7M vs $566.0M），BRIGHT HORIZONS FAMILY SOLUTIONS INC.同比增速更快（8.8% vs -16.9%），BRIGHT HORIZONS FAMILY SOLUTIONS INC.自由现金流更多（$258.5M vs $-8.0M），过去两年BRIGHT HORIZONS FAMILY SOLUTIONS INC.的营收复合增速更高（8.5% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
BFAM vs LPX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $733.7M | $566.0M |
| 净利润 | — | $-8.0M |
| 毛利率 | 19.3% | 15.0% |
| 营业利润率 | 6.2% | -1.6% |
| 净利率 | — | -1.4% |
| 营收同比 | 8.8% | -16.9% |
| 净利润同比 | — | -112.9% |
| 每股收益（稀释后） | $0.38 | $-0.12 |
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 | $566.0M | ||
| Q3 25 | $802.8M | $663.0M | ||
| Q2 25 | $731.6M | $755.0M | ||
| Q1 25 | $665.5M | $724.0M | ||
| Q4 24 | $674.1M | $681.0M | ||
| Q3 24 | $719.1M | $722.0M | ||
| Q2 24 | $670.1M | $814.0M | ||
| Q1 24 | $622.7M | $724.0M |
| Q4 25 | — | $-8.0M | ||
| Q3 25 | $78.6M | $9.0M | ||
| Q2 25 | $54.8M | $54.0M | ||
| Q1 25 | $38.0M | $91.0M | ||
| Q4 24 | — | $62.0M | ||
| Q3 24 | $54.9M | $90.0M | ||
| Q2 24 | $39.2M | $160.0M | ||
| Q1 24 | $17.0M | $108.0M |
| Q4 25 | 19.3% | 15.0% | ||
| Q3 25 | 27.0% | 19.5% | ||
| Q2 25 | 25.0% | 23.6% | ||
| Q1 25 | 23.4% | 27.2% | ||
| Q4 24 | 20.8% | 23.8% | ||
| Q3 24 | 25.2% | 26.7% | ||
| Q2 24 | 24.2% | 32.3% | ||
| Q1 24 | 21.7% | 29.6% |
| Q4 25 | 6.2% | -1.6% | ||
| Q3 25 | 15.1% | 2.7% | ||
| Q2 25 | 11.8% | 10.6% | ||
| Q1 25 | 9.4% | 16.6% | ||
| Q4 24 | 7.2% | 11.0% | ||
| Q3 24 | 12.4% | 16.1% | ||
| Q2 24 | 10.3% | 23.8% | ||
| Q1 24 | 6.4% | 20.0% |
| Q4 25 | — | -1.4% | ||
| Q3 25 | 9.8% | 1.4% | ||
| Q2 25 | 7.5% | 7.2% | ||
| Q1 25 | 5.7% | 12.6% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | 7.6% | 12.5% | ||
| Q2 24 | 5.8% | 19.7% | ||
| Q1 24 | 2.7% | 14.9% |
| Q4 25 | $0.38 | $-0.12 | ||
| Q3 25 | $1.37 | $0.13 | ||
| Q2 25 | $0.95 | $0.77 | ||
| Q1 25 | $0.66 | $1.30 | ||
| Q4 24 | $0.50 | $0.90 | ||
| Q3 24 | $0.94 | $1.28 | ||
| Q2 24 | $0.67 | $2.23 | ||
| Q1 24 | $0.29 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $747.6M | $348.0M |
| 股东权益账面价值 | $1.3B | $1.7B |
| 总资产 | $3.9B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.20× |
8季度趋势，按日历期对齐
| Q4 25 | $140.1M | $292.0M | ||
| Q3 25 | $116.6M | $316.0M | ||
| Q2 25 | $179.2M | $333.0M | ||
| Q1 25 | $112.0M | $256.0M | ||
| Q4 24 | $110.3M | $340.0M | ||
| Q3 24 | $109.9M | $346.0M | ||
| Q2 24 | $140.2M | $317.0M | ||
| Q1 24 | $63.7M | $244.0M |
| Q4 25 | $747.6M | $348.0M | ||
| Q3 25 | $747.5M | $348.0M | ||
| Q2 25 | $797.0M | $348.0M | ||
| Q1 25 | $872.7M | $348.0M | ||
| Q4 24 | $918.4M | $348.0M | ||
| Q3 24 | $925.7M | $347.0M | ||
| Q2 24 | $931.9M | $347.0M | ||
| Q1 24 | $938.1M | $347.0M |
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.3B | $1.7B | ||
| Q1 24 | $1.2B | $1.6B |
| Q4 25 | $3.9B | $2.6B | ||
| Q3 25 | $3.9B | $2.6B | ||
| Q2 25 | $3.9B | $2.7B | ||
| Q1 25 | $3.8B | $2.6B | ||
| Q4 24 | $3.9B | $2.6B | ||
| Q3 24 | $3.9B | $2.6B | ||
| Q2 24 | $3.8B | $2.5B | ||
| Q1 24 | $3.8B | $2.5B |
| Q4 25 | 0.56× | 0.20× | ||
| Q3 25 | 0.52× | 0.20× | ||
| Q2 25 | 0.57× | 0.20× | ||
| Q1 25 | 0.66× | 0.21× | ||
| Q4 24 | 0.72× | 0.21× | ||
| Q3 24 | 0.66× | 0.21× | ||
| Q2 24 | 0.73× | 0.21× | ||
| Q1 24 | 0.76× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $258.5M | $-8.0M |
| 自由现金流率自由现金流/营收 | 35.2% | -1.4% |
| 资本支出强度资本支出/营收 | 12.6% | 13.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $402.4M | $91.0M |
8季度趋势，按日历期对齐
| Q4 25 | $350.7M | $67.0M | ||
| Q3 25 | $-17.6M | $89.0M | ||
| Q2 25 | $134.2M | $162.0M | ||
| Q1 25 | $86.2M | $64.0M | ||
| Q4 24 | $337.5M | $105.0M | ||
| Q3 24 | $-8.9M | $183.0M | ||
| Q2 24 | $109.4M | $212.0M | ||
| Q1 24 | $116.3M | $105.0M |
| Q4 25 | $258.5M | $-8.0M | ||
| Q3 25 | $-42.4M | $5.0M | ||
| Q2 25 | $115.4M | $94.0M | ||
| Q1 25 | $70.9M | $0 | ||
| Q4 24 | $240.2M | $43.0M | ||
| Q3 24 | $-32.2M | $139.0M | ||
| Q2 24 | $86.8M | $176.0M | ||
| Q1 24 | $96.9M | $64.0M |
| Q4 25 | 35.2% | -1.4% | ||
| Q3 25 | -5.3% | 0.8% | ||
| Q2 25 | 15.8% | 12.5% | ||
| Q1 25 | 10.7% | 0.0% | ||
| Q4 24 | 35.6% | 6.3% | ||
| Q3 24 | -4.5% | 19.3% | ||
| Q2 24 | 13.0% | 21.6% | ||
| Q1 24 | 15.6% | 8.8% |
| Q4 25 | 12.6% | 13.3% | ||
| Q3 25 | 3.1% | 12.7% | ||
| Q2 25 | 2.6% | 9.0% | ||
| Q1 25 | 2.3% | 8.8% | ||
| Q4 24 | 14.4% | 9.1% | ||
| Q3 24 | 3.2% | 6.1% | ||
| Q2 24 | 3.4% | 4.4% | ||
| Q1 24 | 3.1% | 5.7% |
| Q4 25 | — | — | ||
| Q3 25 | -0.22× | 9.89× | ||
| Q2 25 | 2.45× | 3.00× | ||
| Q1 25 | 2.26× | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | -0.16× | 2.03× | ||
| Q2 24 | 2.79× | 1.32× | ||
| Q1 24 | 6.85× | 0.97× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
