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邦吉（BG）与BrightView Holdings, Inc.（BV）财务数据对比。点击上方公司名可切换其他公司
邦吉的季度营收约是BrightView Holdings, Inc.的8.0倍（$4.9B vs $614.7M）。邦吉净利率更高（1.9% vs -2.5%，领先4.4%）。邦吉同比增速更快（22.2% vs 2.6%）。邦吉自由现金流更多（$809.0M vs $-18.6M）。过去两年邦吉的营收复合增速更高（11.3% vs -4.4%）
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
BrightView Holdings是美国领先的商业景观服务提供商，业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等，服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
BG vs BV — 直观对比
营收规模更大
BG
是对方的8.0倍
$614.7M
营收增速更快
BG
高出19.6%
2.6%
净利率更高
BG
高出4.4%
-2.5%
自由现金流更多
BG
多$827.6M
$-18.6M
两年增速更快
BG
近两年复合增速
-4.4%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $614.7M |
| 净利润 | $95.0M | $-15.2M |
| 毛利率 | 20.7% | 18.6% |
| 营业利润率 | 1.8% | -1.2% |
| 净利率 | 1.9% | -2.5% |
| 营收同比 | 22.2% | 2.6% |
| 净利润同比 | -84.2% | -46.2% |
| 每股收益（稀释后） | $-0.02 | $-0.26 |
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BGBV
| Q4 25 | $4.9B | $614.7M | ||
| Q3 25 | $4.4B | $702.7M | ||
| Q2 25 | $4.0B | $708.3M | ||
| Q1 25 | $3.7B | $662.6M | ||
| Q4 24 | $4.0B | $599.2M | ||
| Q3 24 | $3.9B | $728.7M | ||
| Q2 24 | $3.7B | $738.8M | ||
| Q1 24 | $3.9B | $672.9M |
净利润BGBV
| Q4 25 | $95.0M | $-15.2M | ||
| Q3 25 | $166.0M | $27.7M | ||
| Q2 25 | $354.0M | $32.3M | ||
| Q1 25 | $201.0M | $6.4M | ||
| Q4 24 | $602.0M | $-10.4M | ||
| Q3 24 | $221.0M | $25.6M | ||
| Q2 24 | $70.0M | $23.5M | ||
| Q1 24 | $244.0M | $33.7M |
毛利率BGBV
| Q4 25 | 20.7% | 18.6% | ||
| Q3 25 | 24.3% | 25.1% | ||
| Q2 25 | 18.4% | 24.1% | ||
| Q1 25 | 16.3% | 22.3% | ||
| Q4 24 | 27.0% | 21.2% | ||
| Q3 24 | 19.9% | 25.0% | ||
| Q2 24 | 17.8% | 24.0% | ||
| Q1 24 | 22.2% | 22.6% |
营业利润率BGBV
| Q4 25 | 1.8% | -1.2% | ||
| Q3 25 | 6.2% | 7.9% | ||
| Q2 25 | 12.3% | 8.1% | ||
| Q1 25 | 7.8% | 3.4% | ||
| Q4 24 | 18.3% | -0.1% | ||
| Q3 24 | 8.3% | 7.1% | ||
| Q2 24 | 2.8% | 6.6% | ||
| Q1 24 | 9.4% | 9.2% |
净利率BGBV
| Q4 25 | 1.9% | -2.5% | ||
| Q3 25 | 3.8% | 3.9% | ||
| Q2 25 | 8.8% | 4.6% | ||
| Q1 25 | 5.5% | 1.0% | ||
| Q4 24 | 15.0% | -1.7% | ||
| Q3 24 | 5.7% | 3.5% | ||
| Q2 24 | 1.9% | 3.2% | ||
| Q1 24 | 6.2% | 5.0% |
每股收益（稀释后）BGBV
| Q4 25 | $-0.02 | $-0.26 | ||
| Q3 25 | $0.84 | $0.21 | ||
| Q2 25 | $2.61 | $0.15 | ||
| Q1 25 | $1.48 | $-0.03 | ||
| Q4 24 | $4.27 | $-0.20 | ||
| Q3 24 | $1.56 | $0.20 | ||
| Q2 24 | $0.48 | $0.10 | ||
| Q1 24 | $1.68 | $0.17 |
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 | $2.0B | $37.0M |
| 总债务越低越好 | $10.2B | $801.1M |
| 股东权益账面价值 | $15.9B | $1.3B |
| 总资产 | $44.5B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资BGBV
| Q4 25 | $2.0B | $37.0M | ||
| Q3 25 | $3.2B | $74.5M | ||
| Q2 25 | $7.1B | $79.1M | ||
| Q1 25 | $3.9B | $141.3M | ||
| Q4 24 | $3.8B | $98.3M | ||
| Q3 24 | $3.0B | $140.4M | ||
| Q2 24 | $1.3B | $115.9M | ||
| Q1 24 | $3.1B | $177.3M |
总债务BGBV
| Q4 25 | $10.2B | $801.1M | ||
| Q3 25 | $11.1B | $790.2M | ||
| Q2 25 | $7.7B | $790.7M | ||
| Q1 25 | $5.4B | $798.9M | ||
| Q4 24 | $5.4B | $796.5M | ||
| Q3 24 | $5.4B | $802.5M | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.1B | — |
股东权益BGBV
| Q4 25 | $15.9B | $1.3B | ||
| Q3 25 | $15.8B | $1.3B | ||
| Q2 25 | $10.9B | $1.3B | ||
| Q1 25 | $10.6B | $1.3B | ||
| Q4 24 | $9.9B | $1.3B | ||
| Q3 24 | $10.1B | $1.3B | ||
| Q2 24 | $10.0B | $1.3B | ||
| Q1 24 | $10.6B | $1.2B |
总资产BGBV
| Q4 25 | $44.5B | $3.3B | ||
| Q3 25 | $46.3B | $3.4B | ||
| Q2 25 | $31.2B | $3.4B | ||
| Q1 25 | $26.7B | $3.3B | ||
| Q4 24 | $24.9B | $3.3B | ||
| Q3 24 | $25.3B | $3.4B | ||
| Q2 24 | $24.4B | $3.4B | ||
| Q1 24 | $25.8B | $3.4B |
负债/权益比BGBV
| Q4 25 | 0.64× | 0.64× | ||
| Q3 25 | 0.71× | 0.61× | ||
| Q2 25 | 0.71× | 0.62× | ||
| Q1 25 | 0.51× | 0.63× | ||
| Q4 24 | 0.54× | 0.63× | ||
| Q3 24 | 0.54× | 0.63× | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.39× | — |
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 | $1.3B | $36.1M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $-18.6M |
| 自由现金流率自由现金流/营收 | 16.6% | -3.0% |
| 资本支出强度资本支出/营收 | 11.0% | 8.9% |
| 现金转化率经营现金流/净利润 | 14.18× | — |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $17.2M |
8季度趋势，按日历期对齐
经营现金流BGBV
| Q4 25 | $1.3B | $36.1M | ||
| Q3 25 | $854.0M | $84.4M | ||
| Q2 25 | $-1.1B | $55.7M | ||
| Q1 25 | $-285.0M | $91.2M | ||
| Q4 24 | $1.1B | $60.5M | ||
| Q3 24 | $1.3B | $53.5M | ||
| Q2 24 | $-1.5B | $42.6M | ||
| Q1 24 | $994.0M | $83.3M |
自由现金流BGBV
| Q4 25 | $809.0M | $-18.6M | ||
| Q3 25 | $385.0M | $26.0M | ||
| Q2 25 | $-1.5B | $-47.8M | ||
| Q1 25 | $-595.0M | $57.6M | ||
| Q4 24 | $564.0M | $1.8M | ||
| Q3 24 | $973.0M | $21.1M | ||
| Q2 24 | $-1.8B | $19.3M | ||
| Q1 24 | $758.0M | $70.7M |
自由现金流率BGBV
| Q4 25 | 16.6% | -3.0% | ||
| Q3 25 | 8.8% | 3.7% | ||
| Q2 25 | -36.8% | -6.7% | ||
| Q1 25 | -16.2% | 8.7% | ||
| Q4 24 | 14.1% | 0.3% | ||
| Q3 24 | 25.1% | 2.9% | ||
| Q2 24 | -47.4% | 2.6% | ||
| Q1 24 | 19.2% | 10.5% |
资本支出强度BGBV
| Q4 25 | 11.0% | 8.9% | ||
| Q3 25 | 10.7% | 8.3% | ||
| Q2 25 | 10.1% | 14.6% | ||
| Q1 25 | 8.5% | 5.1% | ||
| Q4 24 | 12.2% | 9.8% | ||
| Q3 24 | 9.1% | 4.4% | ||
| Q2 24 | 8.0% | 3.2% | ||
| Q1 24 | 6.0% | 1.9% |
现金转化率BGBV
| Q4 25 | 14.18× | — | ||
| Q3 25 | 5.14× | 3.05× | ||
| Q2 25 | -3.03× | 1.72× | ||
| Q1 25 | -1.42× | 14.25× | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 6.00× | 2.09× | ||
| Q2 24 | -21.06× | 1.81× | ||
| Q1 24 | 4.07× | 2.47× |
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
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
