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Brookdale Senior Living Inc.（BKD）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是Brookdale Senior Living Inc.的1.9倍（$1.4B vs $754.1M），罗技净利率更高（17.7% vs -5.3%，领先23.0%），罗技同比增速更快（6.1% vs -3.4%），罗技自由现金流更多（$465.6M vs $-29.1M），过去两年罗技的营收复合增速更高（18.5% vs -1.9%）
布鲁克代尔老年生活公司成立于1978年，总部位于美国田纳西州布伦特伍德，是美国规模最大的老年住宅运营商，业务覆盖全美各地的养老社区，目前服务超过6万名入住老年人。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
BKD vs LOGI — 直观对比
营收规模更大
LOGI
是对方的1.9倍
$754.1M
营收增速更快
LOGI
高出9.5%
-3.4%
净利率更高
LOGI
高出23.0%
-5.3%
自由现金流更多
LOGI
多$494.8M
$-29.1M
两年增速更快
LOGI
近两年复合增速
-1.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $754.1M | $1.4B |
| 净利润 | $-40.0M | $251.0M |
| 毛利率 | 24.9% | 43.2% |
| 营业利润率 | 3.0% | 20.1% |
| 净利率 | -5.3% | 17.7% |
| 营收同比 | -3.4% | 6.1% |
| 净利润同比 | 52.4% | 25.4% |
| 每股收益（稀释后） | $-0.18 | $1.69 |
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BKDLOGI
| Q4 25 | $754.1M | $1.4B | ||
| Q3 25 | $813.2M | $1.2B | ||
| Q2 25 | $812.9M | $1.1B | ||
| Q1 25 | $813.9M | $1.0B | ||
| Q4 24 | $780.9M | $1.3B | ||
| Q3 24 | $784.2M | $1.1B | ||
| Q2 24 | $777.5M | $1.1B | ||
| Q1 24 | $782.8M | $1.0B |
净利润BKDLOGI
| Q4 25 | $-40.0M | $251.0M | ||
| Q3 25 | $-114.7M | $170.7M | ||
| Q2 25 | $-43.0M | $146.0M | ||
| Q1 25 | $-65.0M | $144.1M | ||
| Q4 24 | $-83.9M | $200.1M | ||
| Q3 24 | $-50.7M | $145.5M | ||
| Q2 24 | $-37.7M | $141.8M | ||
| Q1 24 | $-29.6M | $167.6M |
毛利率BKDLOGI
| Q4 25 | 24.9% | 43.2% | ||
| Q3 25 | 25.9% | 43.4% | ||
| Q2 25 | 26.6% | 41.7% | ||
| Q1 25 | 27.4% | 43.1% | ||
| Q4 24 | 24.6% | 42.9% | ||
| Q3 24 | 25.3% | 43.6% | ||
| Q2 24 | 26.3% | 42.8% | ||
| Q1 24 | 26.1% | 43.2% |
营业利润率BKDLOGI
| Q4 25 | 3.0% | 20.1% | ||
| Q3 25 | -6.6% | 16.1% | ||
| Q2 25 | 1.8% | 14.1% | ||
| Q1 25 | 3.6% | 10.5% | ||
| Q4 24 | -0.3% | 17.5% | ||
| Q3 24 | 1.3% | 14.4% | ||
| Q2 24 | 2.5% | 14.1% | ||
| Q1 24 | 2.5% | 12.9% |
净利率BKDLOGI
| Q4 25 | -5.3% | 17.7% | ||
| Q3 25 | -14.1% | 14.4% | ||
| Q2 25 | -5.3% | 12.7% | ||
| Q1 25 | -8.0% | 14.3% | ||
| Q4 24 | -10.7% | 14.9% | ||
| Q3 24 | -6.5% | 13.0% | ||
| Q2 24 | -4.9% | 13.0% | ||
| Q1 24 | -3.8% | 16.6% |
每股收益（稀释后）BKDLOGI
| Q4 25 | $-0.18 | $1.69 | ||
| Q3 25 | $-0.48 | $1.15 | ||
| Q2 25 | $-0.18 | $0.98 | ||
| Q1 25 | $-0.28 | $0.94 | ||
| Q4 24 | $-0.37 | $1.32 | ||
| Q3 24 | $-0.22 | $0.95 | ||
| Q2 24 | $-0.17 | $0.92 | ||
| Q1 24 | $-0.13 | $1.07 |
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 | $279.1M | $1.8B |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $-44.8M | $2.3B |
| 总资产 | $6.0B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BKDLOGI
| Q4 25 | $279.1M | $1.8B | ||
| Q3 25 | $253.4M | $1.4B | ||
| Q2 25 | $251.9M | $1.5B | ||
| Q1 25 | $239.7M | $1.5B | ||
| Q4 24 | $328.8M | $1.5B | ||
| Q3 24 | $284.4M | $1.4B | ||
| Q2 24 | $309.7M | $1.5B | ||
| Q1 24 | $318.5M | $1.5B |
总债务BKDLOGI
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.3B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.8B | — |
股东权益BKDLOGI
| Q4 25 | $-44.8M | $2.3B | ||
| Q3 25 | $-6.7M | $2.1B | ||
| Q2 25 | $105.4M | $2.2B | ||
| Q1 25 | $146.7M | $2.1B | ||
| Q4 24 | $212.5M | $2.1B | ||
| Q3 24 | $292.9M | $2.1B | ||
| Q2 24 | $340.2M | $2.2B | ||
| Q1 24 | $374.0M | $2.2B |
总资产BKDLOGI
| Q4 25 | $6.0B | $4.1B | ||
| Q3 25 | $6.0B | $3.7B | ||
| Q2 25 | $6.1B | $3.7B | ||
| Q1 25 | $6.2B | $3.5B | ||
| Q4 24 | $6.3B | $3.7B | ||
| Q3 24 | $5.9B | $3.6B | ||
| Q2 24 | $5.5B | $3.7B | ||
| Q1 24 | $5.5B | $3.6B |
负债/权益比BKDLOGI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 40.72× | — | ||
| Q1 25 | 29.39× | — | ||
| Q4 24 | 19.12× | — | ||
| Q3 24 | 12.65× | — | ||
| Q2 24 | 10.99× | — | ||
| Q1 24 | 10.05× | — |
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 | $34.5M | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $-29.1M | $465.6M |
| 自由现金流率自由现金流/营收 | -3.9% | 32.8% |
| 资本支出强度资本支出/营收 | 8.4% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | $16.5M | $903.6M |
8季度趋势，按日历期对齐
经营现金流BKDLOGI
| Q4 25 | $34.5M | $480.5M | ||
| Q3 25 | $76.5M | $228.8M | ||
| Q2 25 | $83.6M | $125.0M | ||
| Q1 25 | $23.4M | $129.7M | ||
| Q4 24 | $45.2M | $370.9M | ||
| Q3 24 | $66.5M | $166.0M | ||
| Q2 24 | $55.7M | $176.0M | ||
| Q1 24 | $-1.1M | $239.1M |
自由现金流BKDLOGI
| Q4 25 | $-29.1M | $465.6M | ||
| Q3 25 | $34.9M | $212.3M | ||
| Q2 25 | $29.1M | $108.8M | ||
| Q1 25 | $-18.4M | $116.9M | ||
| Q4 24 | $-5.1M | $356.6M | ||
| Q3 24 | $11.5M | $151.5M | ||
| Q2 24 | $4.1M | $161.4M | ||
| Q1 24 | $-45.5M | $228.8M |
自由现金流率BKDLOGI
| Q4 25 | -3.9% | 32.8% | ||
| Q3 25 | 4.3% | 17.9% | ||
| Q2 25 | 3.6% | 9.5% | ||
| Q1 25 | -2.3% | 11.6% | ||
| Q4 24 | -0.7% | 26.6% | ||
| Q3 24 | 1.5% | 13.6% | ||
| Q2 24 | 0.5% | 14.8% | ||
| Q1 24 | -5.8% | 22.6% |
资本支出强度BKDLOGI
| Q4 25 | 8.4% | 1.0% | ||
| Q3 25 | 5.1% | 1.4% | ||
| Q2 25 | 6.7% | 1.4% | ||
| Q1 25 | 5.1% | 1.3% | ||
| Q4 24 | 6.4% | 1.1% | ||
| Q3 24 | 7.0% | 1.3% | ||
| Q2 24 | 6.6% | 1.3% | ||
| Q1 24 | 5.7% | 1.0% |
现金转化率BKDLOGI
| Q4 25 | — | 1.91× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 1.43× |
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
BKD
| Assisted Living And Memory Care | $506.7M | 67% |
| Independent Living | $121.6M | 16% |
| Ccrcs Rental | $86.3M | 11% |
| Reimbursement Costs Managed Communities | $36.7M | 5% |
| Management Service | $2.9M | 0% |
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
