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Brookdale Senior Living Inc.（BKD）与纽约人寿（UVE）财务数据对比。点击上方公司名可切换其他公司
Brookdale Senior Living Inc.的季度营收约是纽约人寿的1.9倍（$754.1M vs $393.6M），纽约人寿净利率更高（13.8% vs -5.3%，领先19.1%），纽约人寿同比增速更快（-0.3% vs -3.4%），过去两年纽约人寿的营收复合增速更高（1.7% 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。
纽约人寿（全称纽约人寿保险公司）是美国第二大人寿保险公司，也是美国规模最大的相互制人寿保险公司，在2025年《财富》美国500强总营收榜单中位列第69位。2025年，纽约人寿获得了四家独立评级机构给出的最高评级，旗下关联机构还提供各类证券产品与服务及其他相关业务。
BKD vs UVE — 直观对比
营收规模更大
BKD
是对方的1.9倍
$393.6M
营收增速更快
UVE
高出3.1%
-3.4%
净利率更高
UVE
高出19.1%
-5.3%
两年增速更快
UVE
近两年复合增速
-1.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $754.1M | $393.6M |
| 净利润 | $-40.0M | $54.3M |
| 毛利率 | 24.9% | — |
| 营业利润率 | 3.0% | — |
| 净利率 | -5.3% | 13.8% |
| 营收同比 | -3.4% | -0.3% |
| 净利润同比 | 52.4% | 31.0% |
| 每股收益（稀释后） | $-0.18 | $1.88 |
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BKDUVE
| Q1 26 | — | $393.6M | ||
| Q4 25 | $754.1M | $407.9M | ||
| Q3 25 | $813.2M | $401.0M | ||
| Q2 25 | $812.9M | $400.1M | ||
| Q1 25 | $813.9M | $394.9M | ||
| Q4 24 | $780.9M | $384.8M | ||
| Q3 24 | $784.2M | $387.6M | ||
| Q2 24 | $777.5M | $380.2M |
净利润BKDUVE
| Q1 26 | — | $54.3M | ||
| Q4 25 | $-40.0M | $66.6M | ||
| Q3 25 | $-114.7M | $39.8M | ||
| Q2 25 | $-43.0M | $35.1M | ||
| Q1 25 | $-65.0M | $41.4M | ||
| Q4 24 | $-83.9M | $6.0M | ||
| Q3 24 | $-50.7M | $-16.2M | ||
| Q2 24 | $-37.7M | $35.4M |
毛利率BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | 24.9% | — | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 26.6% | — | ||
| Q1 25 | 27.4% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 25.3% | — | ||
| Q2 24 | 26.3% | — |
营业利润率BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 21.7% | ||
| Q3 25 | -6.6% | 13.2% | ||
| Q2 25 | 1.8% | 11.6% | ||
| Q1 25 | 3.6% | 14.0% | ||
| Q4 24 | -0.3% | 1.9% | ||
| Q3 24 | 1.3% | -4.7% | ||
| Q2 24 | 2.5% | 12.6% |
净利率BKDUVE
| Q1 26 | — | 13.8% | ||
| Q4 25 | -5.3% | 16.3% | ||
| Q3 25 | -14.1% | 9.9% | ||
| Q2 25 | -5.3% | 8.8% | ||
| Q1 25 | -8.0% | 10.5% | ||
| Q4 24 | -10.7% | 1.6% | ||
| Q3 24 | -6.5% | -4.2% | ||
| Q2 24 | -4.9% | 9.3% |
每股收益（稀释后）BKDUVE
| Q1 26 | — | $1.88 | ||
| Q4 25 | $-0.18 | $2.29 | ||
| Q3 25 | $-0.48 | $1.38 | ||
| Q2 25 | $-0.18 | $1.21 | ||
| Q1 25 | $-0.28 | $1.44 | ||
| Q4 24 | $-0.37 | $0.23 | ||
| Q3 24 | $-0.22 | $-0.57 | ||
| Q2 24 | $-0.17 | $1.21 |
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 | $595.8M |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $-44.8M | $584.7M |
| 总资产 | $6.0B | $2.8B |
| 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BKDUVE
| Q1 26 | — | $595.8M | ||
| Q4 25 | $279.1M | $408.9M | ||
| Q3 25 | $253.4M | $405.1M | ||
| Q2 25 | $251.9M | $367.1M | ||
| Q1 25 | $239.7M | $398.2M | ||
| Q4 24 | $328.8M | $259.4M | ||
| Q3 24 | $284.4M | $333.7M | ||
| Q2 24 | $309.7M | $283.3M |
总债务BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $100.5M | ||
| Q3 25 | $4.3B | $100.7M | ||
| Q2 25 | $4.3B | $100.9M | ||
| Q1 25 | $4.3B | $101.1M | ||
| Q4 24 | $4.1B | $101.2M | ||
| Q3 24 | $3.7B | $101.4M | ||
| Q2 24 | $3.7B | $101.6M |
股东权益BKDUVE
| Q1 26 | — | $584.7M | ||
| Q4 25 | $-44.8M | $551.0M | ||
| Q3 25 | $-6.7M | $495.0M | ||
| Q2 25 | $105.4M | $457.8M | ||
| Q1 25 | $146.7M | $422.4M | ||
| Q4 24 | $212.5M | $373.3M | ||
| Q3 24 | $292.9M | $400.2M | ||
| Q2 24 | $340.2M | $393.2M |
总资产BKDUVE
| Q1 26 | — | $2.8B | ||
| Q4 25 | $6.0B | $2.8B | ||
| Q3 25 | $6.0B | $3.1B | ||
| Q2 25 | $6.1B | $3.3B | ||
| Q1 25 | $6.2B | $2.7B | ||
| Q4 24 | $6.3B | $2.8B | ||
| Q3 24 | $5.9B | $2.7B | ||
| Q2 24 | $5.5B | $2.7B |
负债/权益比BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | 40.72× | 0.22× | ||
| Q1 25 | 29.39× | 0.24× | ||
| Q4 24 | 19.12× | 0.27× | ||
| Q3 24 | 12.65× | 0.25× | ||
| Q2 24 | 10.99× | 0.26× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-29.1M | — |
| 自由现金流率自由现金流/营收 | -3.9% | — |
| 资本支出强度资本支出/营收 | 8.4% | — |
| 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 | $16.5M | — |
8季度趋势，按日历期对齐
经营现金流BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | $34.5M | $381.5M | ||
| Q3 25 | $76.5M | $62.4M | ||
| Q2 25 | $83.6M | $106.2M | ||
| Q1 25 | $23.4M | $186.8M | ||
| Q4 24 | $45.2M | $137.4M | ||
| Q3 24 | $66.5M | $82.6M | ||
| Q2 24 | $55.7M | $73.2M |
自由现金流BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | $-29.1M | $377.1M | ||
| Q3 25 | $34.9M | $61.3M | ||
| Q2 25 | $29.1M | $105.2M | ||
| Q1 25 | $-18.4M | $185.5M | ||
| Q4 24 | $-5.1M | $130.0M | ||
| Q3 24 | $11.5M | $81.0M | ||
| Q2 24 | $4.1M | $71.6M |
自由现金流率BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | -3.9% | 92.4% | ||
| Q3 25 | 4.3% | 15.3% | ||
| Q2 25 | 3.6% | 26.3% | ||
| Q1 25 | -2.3% | 47.0% | ||
| Q4 24 | -0.7% | 33.8% | ||
| Q3 24 | 1.5% | 20.9% | ||
| Q2 24 | 0.5% | 18.8% |
资本支出强度BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | 1.1% | ||
| Q3 25 | 5.1% | 0.3% | ||
| Q2 25 | 6.7% | 0.2% | ||
| Q1 25 | 5.1% | 0.3% | ||
| Q4 24 | 6.4% | 1.9% | ||
| Q3 24 | 7.0% | 0.4% | ||
| Q2 24 | 6.6% | 0.4% |
现金转化率BKDUVE
| Q1 26 | — | — | ||
| Q4 25 | — | 5.73× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 3.03× | ||
| Q1 25 | — | 4.51× | ||
| Q4 24 | — | 22.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.07× |
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% |
UVE
暂无分部数据
