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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是BRIGHT HORIZONS FAMILY SOLUTIONS INC.的2.3倍（$1.7B vs $733.7M），STIFEL FINANCIAL CORP同比增速更快（17.7% vs 8.8%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
BFAM vs SF — 直观对比
营收规模更大
SF
是对方的2.3倍
$733.7M
营收增速更快
SF
高出8.9%
8.8%
两年增速更快
SF
近两年复合增速
8.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $733.7M | $1.7B |
| 净利润 | — | $251.4M |
| 毛利率 | 19.3% | — |
| 营业利润率 | 6.2% | 30.8% |
| 净利率 | — | 15.1% |
| 营收同比 | 8.8% | 17.7% |
| 净利润同比 | — | 374.4% |
| 每股收益（稀释后） | $0.38 | $1.48 |
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BFAMSF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $733.7M | $1.1B | ||
| Q3 25 | $802.8M | $962.6M | ||
| Q2 25 | $731.6M | $838.9M | ||
| Q1 25 | $665.5M | $842.5M | ||
| Q4 24 | $674.1M | $916.0M | ||
| Q3 24 | $719.1M | $810.9M | ||
| Q2 24 | $670.1M | $798.9M |
净利润BFAMSF
| Q1 26 | — | $251.4M | ||
| Q4 25 | — | $264.4M | ||
| Q3 25 | $78.6M | $211.4M | ||
| Q2 25 | $54.8M | $155.1M | ||
| Q1 25 | $38.0M | $53.0M | ||
| Q4 24 | — | $244.0M | ||
| Q3 24 | $54.9M | $158.5M | ||
| Q2 24 | $39.2M | $165.3M |
毛利率BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 27.0% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 24.2% | — |
营业利润率BFAMSF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 6.2% | 27.3% | ||
| Q3 25 | 15.1% | 29.7% | ||
| Q2 25 | 11.8% | 25.5% | ||
| Q1 25 | 9.4% | 7.5% | ||
| Q4 24 | 7.2% | 29.1% | ||
| Q3 24 | 12.4% | 26.7% | ||
| Q2 24 | 10.3% | 28.4% |
净利率BFAMSF
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 23.5% | ||
| Q3 25 | 9.8% | 22.0% | ||
| Q2 25 | 7.5% | 18.5% | ||
| Q1 25 | 5.7% | 6.3% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 7.6% | 19.5% | ||
| Q2 24 | 5.8% | 20.7% |
每股收益（稀释后）BFAMSF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.38 | $2.30 | ||
| Q3 25 | $1.37 | $1.84 | ||
| Q2 25 | $0.95 | $1.34 | ||
| Q1 25 | $0.66 | $0.39 | ||
| Q4 24 | $0.50 | $2.10 | ||
| Q3 24 | $0.94 | $1.34 | ||
| Q2 24 | $0.67 | $1.41 |
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 | — |
| 总债务越低越好 | $747.6M | — |
| 股东权益账面价值 | $1.3B | $332.3M |
| 总资产 | $3.9B | $42.9B |
| 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BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | $140.1M | $2.3B | ||
| Q3 25 | $116.6M | $3.2B | ||
| Q2 25 | $179.2M | $1.9B | ||
| Q1 25 | $112.0M | $2.7B | ||
| Q4 24 | $110.3M | $2.6B | ||
| Q3 24 | $109.9M | $1.9B | ||
| Q2 24 | $140.2M | $2.6B |
总债务BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | $747.6M | $617.4M | ||
| Q3 25 | $747.5M | $617.2M | ||
| Q2 25 | $797.0M | $617.0M | ||
| Q1 25 | $872.7M | $616.8M | ||
| Q4 24 | $918.4M | $616.6M | ||
| Q3 24 | $925.7M | $616.4M | ||
| Q2 24 | $931.9M | $1.1B |
股东权益BFAMSF
| Q1 26 | — | $332.3M | ||
| Q4 25 | $1.3B | $6.0B | ||
| Q3 25 | $1.4B | $5.8B | ||
| Q2 25 | $1.4B | $5.6B | ||
| Q1 25 | $1.3B | $5.5B | ||
| Q4 24 | $1.3B | $5.7B | ||
| Q3 24 | $1.4B | $5.6B | ||
| Q2 24 | $1.3B | $5.4B |
总资产BFAMSF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $3.9B | $41.3B | ||
| Q3 25 | $3.9B | $41.7B | ||
| Q2 25 | $3.9B | $39.9B | ||
| Q1 25 | $3.8B | $40.4B | ||
| Q4 24 | $3.9B | $39.9B | ||
| Q3 24 | $3.9B | $38.9B | ||
| Q2 24 | $3.8B | $37.8B |
负债/权益比BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 0.10× | ||
| Q3 25 | 0.52× | 0.11× | ||
| Q2 25 | 0.57× | 0.11× | ||
| Q1 25 | 0.66× | 0.11× | ||
| Q4 24 | 0.72× | 0.11× | ||
| Q3 24 | 0.66× | 0.11× | ||
| Q2 24 | 0.73× | 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 | — |
| 自由现金流经营现金流 - 资本支出 | $258.5M | — |
| 自由现金流率自由现金流/营收 | 35.2% | — |
| 资本支出强度资本支出/营收 | 12.6% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | $350.7M | $382.4M | ||
| Q3 25 | $-17.6M | $338.3M | ||
| Q2 25 | $134.2M | $607.5M | ||
| Q1 25 | $86.2M | $-211.2M | ||
| Q4 24 | $337.5M | $694.6M | ||
| Q3 24 | $-8.9M | $198.3M | ||
| Q2 24 | $109.4M | $207.2M |
自由现金流BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | $369.0M | ||
| Q3 25 | $-42.4M | $321.1M | ||
| Q2 25 | $115.4M | $592.7M | ||
| Q1 25 | $70.9M | $-227.8M | ||
| Q4 24 | $240.2M | $677.2M | ||
| Q3 24 | $-32.2M | $185.6M | ||
| Q2 24 | $86.8M | $173.3M |
自由现金流率BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | 32.7% | ||
| Q3 25 | -5.3% | 33.4% | ||
| Q2 25 | 15.8% | 70.6% | ||
| Q1 25 | 10.7% | -27.0% | ||
| Q4 24 | 35.6% | 73.9% | ||
| Q3 24 | -4.5% | 22.9% | ||
| Q2 24 | 13.0% | 21.7% |
资本支出强度BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 1.2% | ||
| Q3 25 | 3.1% | 1.8% | ||
| Q2 25 | 2.6% | 1.8% | ||
| Q1 25 | 2.3% | 2.0% | ||
| Q4 24 | 14.4% | 1.9% | ||
| Q3 24 | 3.2% | 1.6% | ||
| Q2 24 | 3.4% | 4.2% |
现金转化率BFAMSF
| Q1 26 | — | — | ||
| Q4 25 | — | 1.45× | ||
| Q3 25 | -0.22× | 1.60× | ||
| Q2 25 | 2.45× | 3.92× | ||
| Q1 25 | 2.26× | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | -0.16× | 1.25× | ||
| Q2 24 | 2.79× | 1.25× |
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
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
