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布鲁克菲尔德（BNT）与Masco（MAS）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Masco的1.7倍（$3.0B vs $1.8B），布鲁克菲尔德净利率更高（17.0% vs 9.2%，领先7.8%），布鲁克菲尔德同比增速更快（4.7% vs -1.9%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
BNT vs MAS — 直观对比
营收规模更大
BNT
是对方的1.7倍
$1.8B
营收增速更快
BNT
高出6.6%
-1.9%
净利率更高
BNT
高出7.8%
9.2%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $1.8B |
| 净利润 | $516.0M | $165.0M |
| 毛利率 | — | 33.9% |
| 营业利润率 | 20.0% | 13.8% |
| 净利率 | 17.0% | 9.2% |
| 营收同比 | 4.7% | -1.9% |
| 净利润同比 | 91.8% | -9.3% |
| 每股收益（稀释后） | — | $0.81 |
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BNTMAS
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $3.0B | $2.1B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $2.9B | $2.1B | ||
| Q1 24 | — | $1.9B |
净利润BNTMAS
| Q4 25 | — | $165.0M | ||
| Q3 25 | — | $189.0M | ||
| Q2 25 | $516.0M | $270.0M | ||
| Q1 25 | — | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | — | $167.0M | ||
| Q2 24 | $269.0M | $258.0M | ||
| Q1 24 | — | $215.0M |
毛利率BNTMAS
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% | ||
| Q1 24 | — | 35.6% |
营业利润率BNTMAS
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | 20.0% | 20.1% | ||
| Q1 25 | — | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 18.0% | ||
| Q2 24 | -1.0% | 19.0% | ||
| Q1 24 | — | 16.5% |
净利率BNTMAS
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | 17.0% | 13.2% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | 9.3% | 12.3% | ||
| Q1 24 | — | 11.2% |
每股收益（稀释后）BNTMAS
| Q4 25 | — | $0.81 | ||
| Q3 25 | — | $0.90 | ||
| Q2 25 | — | $1.28 | ||
| Q1 25 | — | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $1.17 | ||
| Q1 24 | — | $0.97 |
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 | $647.0M |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $15.8B | $-185.0M |
| 总资产 | $148.9B | $5.2B |
| 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BNTMAS
| Q4 25 | — | $647.0M | ||
| Q3 25 | — | $559.0M | ||
| Q2 25 | $17.5B | $390.0M | ||
| Q1 25 | — | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | — | $646.0M | ||
| Q2 24 | $17.2B | $398.0M | ||
| Q1 24 | — | $368.0M |
总债务BNTMAS
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BNTMAS
| Q4 25 | — | $-185.0M | ||
| Q3 25 | — | $-78.0M | ||
| Q2 25 | $15.8B | $-84.0M | ||
| Q1 25 | — | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | — | $-88.0M | ||
| Q2 24 | $9.0B | $-26.0M | ||
| Q1 24 | — | $-75.0M |
总资产BNTMAS
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | $148.9B | $5.3B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | $130.5B | $5.4B | ||
| Q1 24 | — | $5.3B |
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 | — | $418.0M |
| 自由现金流经营现金流 - 资本支出 | — | $371.0M |
| 自由现金流率自由现金流/营收 | — | 20.7% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.53× |
| 过去12个月自由现金流最近4个季度 | — | $866.0M |
8季度趋势，按日历期对齐
经营现金流BNTMAS
| Q4 25 | — | $418.0M | ||
| Q3 25 | — | $456.0M | ||
| Q2 25 | — | $306.0M | ||
| Q1 25 | — | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | — | $416.0M | ||
| Q2 24 | — | $346.0M | ||
| Q1 24 | — | $-94.0M |
自由现金流BNTMAS
| Q4 25 | — | $371.0M | ||
| Q3 25 | — | $415.0M | ||
| Q2 25 | — | $270.0M | ||
| Q1 25 | — | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $303.0M | ||
| Q1 24 | — | $-125.0M |
自由现金流率BNTMAS
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 14.5% | ||
| Q1 24 | — | -6.5% |
资本支出强度BNTMAS
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 1.6% |
现金转化率BNTMAS
| Q4 25 | — | 2.53× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.34× | ||
| Q1 24 | — | -0.44× |
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
MAS
| Plumbing Products | $844.0M | 47% |
| Decorative Architectural Products | $545.0M | 30% |
| Other | $404.0M | 23% |
