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布鲁克菲尔德（BNT）与COMFORT SYSTEMS USA INC（FIX）财务数据对比。点击上方公司名可切换其他公司
布鲁克菲尔德的季度营收约是COMFORT SYSTEMS USA INC的1.1倍（$3.0B vs $2.6B），布鲁克菲尔德净利率更高（17.0% vs 12.5%，领先4.5%），COMFORT SYSTEMS USA INC同比增速更快（41.7% vs 4.7%）
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。
Comfort Systems USA Inc.是一家美国企业，主营机电工程承包服务，核心业务覆盖暖通空调、给排水、管道工程、控制系统、场外预制建造、监测服务、消防系统，以及电气系统的安装与运维，为各类客户提供一体化机电设施解决方案。
BNT vs FIX — 直观对比
营收规模更大
BNT
是对方的1.1倍
$2.6B
营收增速更快
FIX
高出37.0%
4.7%
净利率更高
BNT
高出4.5%
12.5%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.6B |
| 净利润 | $516.0M | $330.8M |
| 毛利率 | — | 25.5% |
| 营业利润率 | 20.0% | 16.1% |
| 净利率 | 17.0% | 12.5% |
| 营收同比 | 4.7% | 41.7% |
| 净利润同比 | 91.8% | 126.8% |
| 每股收益（稀释后） | — | $9.35 |
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BNTFIX
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $3.0B | $2.2B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $2.9B | $1.8B | ||
| Q1 24 | — | $1.5B |
净利润BNTFIX
| Q4 25 | — | $330.8M | ||
| Q3 25 | — | $291.6M | ||
| Q2 25 | $516.0M | $230.8M | ||
| Q1 25 | — | $169.3M | ||
| Q4 24 | — | $145.9M | ||
| Q3 24 | — | $146.2M | ||
| Q2 24 | $269.0M | $134.0M | ||
| Q1 24 | — | $96.3M |
毛利率BNTFIX
| Q4 25 | — | 25.5% | ||
| Q3 25 | — | 24.8% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 23.2% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | — | 20.1% | ||
| Q1 24 | — | 19.3% |
营业利润率BNTFIX
| Q4 25 | — | 16.1% | ||
| Q3 25 | — | 15.5% | ||
| Q2 25 | 20.0% | 13.8% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | -1.0% | 10.2% | ||
| Q1 24 | — | 8.8% |
净利率BNTFIX
| Q4 25 | — | 12.5% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | 17.0% | 10.6% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | 9.3% | 7.4% | ||
| Q1 24 | — | 6.3% |
每股收益（稀释后）BNTFIX
| Q4 25 | — | $9.35 | ||
| Q3 25 | — | $8.25 | ||
| Q2 25 | — | $6.53 | ||
| Q1 25 | — | $4.75 | ||
| Q4 24 | — | $4.08 | ||
| Q3 24 | — | $4.09 | ||
| Q2 24 | — | $3.74 | ||
| Q1 24 | — | $2.69 |
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 | $981.9M |
| 总债务越低越好 | — | $145.2M |
| 股东权益账面价值 | $15.8B | $2.4B |
| 总资产 | $148.9B | $6.4B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资BNTFIX
| Q4 25 | — | $981.9M | ||
| Q3 25 | — | $860.5M | ||
| Q2 25 | $17.5B | $331.7M | ||
| Q1 25 | — | $204.8M | ||
| Q4 24 | — | $549.9M | ||
| Q3 24 | — | $415.6M | ||
| Q2 24 | $17.2B | $199.4M | ||
| Q1 24 | — | $100.8M |
总债务BNTFIX
| Q4 25 | — | $145.2M | ||
| Q3 25 | — | $136.0M | ||
| Q2 25 | — | $73.0M | ||
| Q1 25 | — | $67.8M | ||
| Q4 24 | — | $68.3M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $73.4M | ||
| Q1 24 | — | $77.0M |
股东权益BNTFIX
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $15.8B | $2.0B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $9.0B | $1.5B | ||
| Q1 24 | — | $1.4B |
总资产BNTFIX
| Q4 25 | — | $6.4B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | $148.9B | $5.1B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | $130.5B | $4.2B | ||
| Q1 24 | — | $3.9B |
负债/权益比BNTFIX
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.05× | ||
| Q1 24 | — | 0.06× |
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 | — | $468.5M |
| 自由现金流经营现金流 - 资本支出 | — | $402.4M |
| 自由现金流率自由现金流/营收 | — | 15.2% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | — | 1.42× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流BNTFIX
| Q4 25 | — | $468.5M | ||
| Q3 25 | — | $553.3M | ||
| Q2 25 | — | $252.5M | ||
| Q1 25 | — | $-88.0M | ||
| Q4 24 | — | $210.5M | ||
| Q3 24 | — | $302.2M | ||
| Q2 24 | — | $189.9M | ||
| Q1 24 | — | $146.6M |
自由现金流BNTFIX
| Q4 25 | — | $402.4M | ||
| Q3 25 | — | $517.9M | ||
| Q2 25 | — | $221.2M | ||
| Q1 25 | — | $-110.2M | ||
| Q4 24 | — | $169.8M | ||
| Q3 24 | — | $280.1M | ||
| Q2 24 | — | $166.5M | ||
| Q1 24 | — | $121.6M |
自由现金流率BNTFIX
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 21.1% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | 7.9% |
资本支出强度BNTFIX
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.6% |
现金转化率BNTFIX
| Q4 25 | — | 1.42× | ||
| Q3 25 | — | 1.90× | ||
| Q2 25 | — | 1.09× | ||
| Q1 25 | — | -0.52× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 2.07× | ||
| Q2 24 | — | 1.42× | ||
| Q1 24 | — | 1.52× |
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
FIX
| Electrical Segment | $823.7M | 31% |
| Manufacturing Customer | $542.7M | 21% |
| Existing Building Construction | $491.4M | 19% |
| Healthcare Sector Customer | $220.8M | 8% |
| Service Projects | $153.0M | 6% |
| Education | $137.5M | 5% |
| Government Customer | $131.0M | 5% |
| Office Building Customer | $88.2M | 3% |
| Other Customer | $40.7M | 2% |
| Multi Family And Residential | $33.7M | 1% |
