vs
布鲁克菲尔德(BNT)与黑石集团(BX)财务数据对比。点击上方公司名可切换其他公司
黑石集团的季度营收约是布鲁克菲尔德的1.1倍($3.3B vs $3.0B),黑石集团净利率更高(36.7% vs 17.0%,领先19.8%),布鲁克菲尔德同比增速更快(4.7% vs -77.7%)
布鲁克菲尔德是加拿大跨国企业,为全球规模最大的另类投资管理机构之一,管理资产规模超1万亿美元,资金多来自全球公共养老金的雇员递延收入,投资覆盖地产、可再生能源、基础设施、信贷、私募股权领域,2019年收购橡树资本后拓展了不良证券投资业务。
黑石集团是总部位于美国纽约的另类资产管理机构,1985年由曾共同任职于雷曼兄弟的彼得·彼得森和斯蒂芬·施瓦茨曼创立,最初主营并购咨询业务。过去三十年间,其私募股权业务是全球最大的杠杆收购投资方之一,地产业务也在全球积极布局商业不动产投资。
BNT vs BX — 直观对比
营收规模更大
BX
是对方的1.1倍
$3.0B
营收增速更快
BNT
高出82.4%
-77.7%
净利率更高
BX
高出19.8%
17.0%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.0B | $3.3B |
| 净利润 | $516.0M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | 20.0% | — |
| 净利率 | 17.0% | 36.7% |
| 营收同比 | 4.7% | -77.7% |
| 净利润同比 | 91.8% | -76.1% |
| 每股收益(稀释后) | — | $0.80 |
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
BNT
BX
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $3.0B | $3.7B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | $2.9B | $2.8B |
净利润
BNT
BX
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $624.9M | ||
| Q2 25 | $516.0M | $764.2M | ||
| Q1 25 | — | $614.9M | ||
| Q4 24 | — | $703.9M | ||
| Q3 24 | — | $780.8M | ||
| Q2 24 | $269.0M | $444.4M |
营业利润率
BNT
BX
| Q1 26 | — | — | ||
| Q4 25 | — | 54.1% | ||
| Q3 25 | — | 46.8% | ||
| Q2 25 | 20.0% | 51.6% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 49.4% | ||
| Q2 24 | -1.0% | 43.2% |
净利率
BNT
BX
| Q1 26 | — | 36.7% | ||
| Q4 25 | — | 23.3% | ||
| Q3 25 | — | 20.2% | ||
| Q2 25 | 17.0% | 20.6% | ||
| Q1 25 | — | 18.7% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | 21.3% | ||
| Q2 24 | 9.3% | 15.9% |
每股收益(稀释后)
BNT
BX
| Q1 26 | — | $0.80 | ||
| Q4 25 | — | $1.29 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | — | $0.98 | ||
| Q1 25 | — | $0.80 | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | — | $1.02 | ||
| Q2 24 | — | $0.58 |
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 | $17.5B | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $15.8B | $18.5B |
| 总资产 | $148.9B | $45.3B |
| 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
BNT
BX
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $17.5B | $2.2B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $17.2B | $2.4B |
总债务
BNT
BX
| Q1 26 | — | — | ||
| Q4 25 | — | $12.6B | ||
| Q3 25 | — | $12.1B | ||
| Q2 25 | — | $12.1B | ||
| Q1 25 | — | $12.6B | ||
| Q4 24 | — | $11.5B | ||
| Q3 24 | — | $10.9B | ||
| Q2 24 | — | $10.8B |
股东权益
BNT
BX
| Q1 26 | — | $18.5B | ||
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.4B | ||
| Q2 25 | $15.8B | $8.4B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | $9.0B | $6.8B |
总资产
BNT
BX
| Q1 26 | — | $45.3B | ||
| Q4 25 | — | $47.7B | ||
| Q3 25 | — | $46.6B | ||
| Q2 25 | $148.9B | $45.4B | ||
| Q1 25 | — | $45.3B | ||
| Q4 24 | — | $43.5B | ||
| Q3 24 | — | $42.6B | ||
| Q2 24 | $130.5B | $40.6B |
负债/权益比
BNT
BX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.45× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | 1.45× | ||
| Q1 25 | — | 1.58× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 1.58× |
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
BNT
暂无分部数据
BX
| Management and Advisory Fees, Net | $1.9B | 58% |
| Realized | $562.0M | 17% |
| Other | $368.1M | 11% |
| Unrealized | $263.2M | 8% |
| Incentive Fees | $191.8M | 6% |