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Brookfield Property Partners L.P.（BPYPP）与美盛公司（MOS）财务数据对比。点击上方公司名可切换其他公司
美盛公司的季度营收约是Brookfield Property Partners L.P.的1.7倍（$3.0B vs $1.8B），Brookfield Property Partners L.P.净利率更高（-2.6% vs -17.5%，领先14.9%），美盛公司同比增速更快（5.6% vs -25.6%）
布鲁克菲尔德地产伙伴有限合伙企业是一家专业商业地产投资运营主体，持有写字楼、购物中心等优质物业资产，同时持有其关联方发起的其他类商业地产投资基金的有限合伙人少数权益，总部设于百慕大汉密尔顿。
美盛公司（The Mosaic Company）是总部位于美国佛罗里达州坦帕的化工企业，主营磷矿、钾矿开采及尿素采集，依托多元国际分销网络和旗下肥料业务板块生产销售农用肥料，是美国规模最大的钾肥、磷肥生产商。
BPYPP vs MOS — 直观对比
营收规模更大
MOS
是对方的1.7倍
$1.8B
营收增速更快
MOS
高出31.2%
-25.6%
净利率更高
BPYPP
高出14.9%
-17.5%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $3.0B |
| 净利润 | $-46.0M | $-519.5M |
| 毛利率 | — | 11.5% |
| 营业利润率 | — | -3.4% |
| 净利率 | -2.6% | -17.5% |
| 营收同比 | -25.6% | 5.6% |
| 净利润同比 | 94.2% | -407.4% |
| 每股收益（稀释后） | — | $-1.63 |
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BPYPPMOS
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $1.8B | $3.0B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $2.4B | $2.8B | ||
| Q1 24 | — | $2.7B |
净利润BPYPPMOS
| Q4 25 | — | $-519.5M | ||
| Q3 25 | — | $411.4M | ||
| Q2 25 | $-46.0M | $410.7M | ||
| Q1 25 | — | $238.1M | ||
| Q4 24 | — | $169.0M | ||
| Q3 24 | — | $122.2M | ||
| Q2 24 | $-789.0M | $-161.5M | ||
| Q1 24 | — | $45.2M |
毛利率BPYPPMOS
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 14.0% | ||
| Q1 24 | — | 14.9% |
营业利润率BPYPPMOS
| Q4 25 | — | -3.4% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 6.5% |
净利率BPYPPMOS
| Q4 25 | — | -17.5% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | -2.6% | 13.7% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 6.0% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | -32.6% | -5.7% | ||
| Q1 24 | — | 1.7% |
每股收益（稀释后）BPYPPMOS
| Q4 25 | — | $-1.63 | ||
| Q3 25 | — | $1.29 | ||
| Q2 25 | — | $1.29 | ||
| Q1 25 | — | $0.75 | ||
| Q4 24 | — | $0.53 | ||
| Q3 24 | — | $0.38 | ||
| Q2 24 | — | $-0.50 | ||
| Q1 24 | — | $0.14 |
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 | $1.7B | $276.6M |
| 总债务越低越好 | — | $4.3B |
| 股东权益账面价值 | $40.2B | $12.1B |
| 总资产 | $98.9B | $24.5B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资BPYPPMOS
| Q4 25 | — | $276.6M | ||
| Q3 25 | — | $153.3M | ||
| Q2 25 | $1.7B | $286.2M | ||
| Q1 25 | — | $259.2M | ||
| Q4 24 | — | $272.8M | ||
| Q3 24 | — | $301.6M | ||
| Q2 24 | $2.4B | $322.0M | ||
| Q1 24 | — | $336.7M |
总债务BPYPPMOS
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $3.2B |
股东权益BPYPPMOS
| Q4 25 | — | $12.1B | ||
| Q3 25 | — | $12.8B | ||
| Q2 25 | $40.2B | $12.4B | ||
| Q1 25 | — | $11.8B | ||
| Q4 24 | — | $11.5B | ||
| Q3 24 | — | $11.8B | ||
| Q2 24 | $48.5B | $11.7B | ||
| Q1 24 | — | $12.0B |
总资产BPYPPMOS
| Q4 25 | — | $24.5B | ||
| Q3 25 | — | $24.7B | ||
| Q2 25 | $98.9B | $24.3B | ||
| Q1 25 | — | $23.2B | ||
| Q4 24 | — | $22.9B | ||
| Q3 24 | — | $23.3B | ||
| Q2 24 | $132.6B | $22.6B | ||
| Q1 24 | — | $22.9B |
负债/权益比BPYPPMOS
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.27× |
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 | — | $-56.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-405.7M |
| 自由现金流率自由现金流/营收 | — | -13.6% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 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 | — | $-534.6M |
8季度趋势，按日历期对齐
经营现金流BPYPPMOS
| Q4 25 | — | $-56.1M | ||
| Q3 25 | — | $228.5M | ||
| Q2 25 | — | $609.5M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $219.3M | ||
| Q3 24 | — | $312.9M | ||
| Q2 24 | — | $847.0M | ||
| Q1 24 | — | $-80.0M |
自由现金流BPYPPMOS
| Q4 25 | — | $-405.7M | ||
| Q3 25 | — | $-135.9M | ||
| Q2 25 | — | $304.9M | ||
| Q1 25 | — | $-297.9M | ||
| Q4 24 | — | $-74.8M | ||
| Q3 24 | — | $72.1M | ||
| Q2 24 | — | $513.1M | ||
| Q1 24 | — | $-463.0M |
自由现金流率BPYPPMOS
| Q4 25 | — | -13.6% | ||
| Q3 25 | — | -3.9% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | -11.4% | ||
| Q4 24 | — | -2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 18.2% | ||
| Q1 24 | — | -17.3% |
资本支出强度BPYPPMOS
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 14.3% |
现金转化率BPYPPMOS
| Q4 25 | — | — | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 2.56× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.77× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
