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BrightView Holdings, Inc.（BV）与Maplebear Inc.（CART）财务数据对比。点击上方公司名可切换其他公司
Maplebear Inc.的季度营收约是BrightView Holdings, Inc.的1.4倍（$992.0M vs $702.9M），Maplebear Inc.净利率更高（8.2% vs 0.2%，领先7.9%），Maplebear Inc.同比增速更快（12.3% vs 6.1%），过去两年Maplebear Inc.的营收复合增速更高（10.0% vs -1.8%）
BrightView Holdings是美国领先的商业景观服务提供商，业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等，服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
Maplebear Inc. 以Instacart为品牌开展业务，是总部位于美国旧金山的零售媒体及配送企业，在美国和加拿大运营生鲜杂货配送与自提服务。用户可通过官网及移动应用从合作商户订购食品杂货，在法律允许的地区还可选购酒类商品，所有订单由专属采购专员负责拣选、打包并配送上门。
BV vs CART — 直观对比
营收规模更大
CART
是对方的1.4倍
$702.9M
营收增速更快
CART
高出6.2%
6.1%
净利率更高
CART
高出7.9%
0.2%
两年增速更快
CART
近两年复合增速
-1.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $702.9M | $992.0M |
| 净利润 | $1.7M | $81.0M |
| 毛利率 | 19.6% | 72.3% |
| 营业利润率 | 2.3% | 9.9% |
| 净利率 | 0.2% | 8.2% |
| 营收同比 | 6.1% | 12.3% |
| 净利润同比 | -73.4% | -45.3% |
| 每股收益（稀释后） | — | $0.31 |
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BVCART
| Q2 26 | $702.9M | — | ||
| Q1 26 | $614.7M | — | ||
| Q4 25 | $614.7M | $992.0M | ||
| Q3 25 | $702.7M | $939.0M | ||
| Q2 25 | $708.3M | $914.0M | ||
| Q1 25 | $662.6M | $897.0M | ||
| Q4 24 | $599.2M | $883.0M | ||
| Q3 24 | $728.7M | $852.0M |
净利润BVCART
| Q2 26 | $1.7M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-15.2M | $81.0M | ||
| Q3 25 | $27.7M | $144.0M | ||
| Q2 25 | $32.3M | $116.0M | ||
| Q1 25 | $6.4M | $106.0M | ||
| Q4 24 | $-10.4M | $148.0M | ||
| Q3 24 | $25.6M | $118.0M |
毛利率BVCART
| Q2 26 | 19.6% | — | ||
| Q1 26 | 18.6% | — | ||
| Q4 25 | 18.6% | 72.3% | ||
| Q3 25 | 25.1% | 73.7% | ||
| Q2 25 | 24.1% | 74.2% | ||
| Q1 25 | 22.3% | 74.8% | ||
| Q4 24 | 21.2% | 75.2% | ||
| Q3 24 | 25.0% | 75.2% |
营业利润率BVCART
| Q2 26 | 2.3% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -1.2% | 9.9% | ||
| Q3 25 | 7.9% | 17.7% | ||
| Q2 25 | 8.1% | 13.6% | ||
| Q1 25 | 3.4% | 12.3% | ||
| Q4 24 | -0.1% | 17.6% | ||
| Q3 24 | 7.1% | 16.2% |
净利率BVCART
| Q2 26 | 0.2% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -2.5% | 8.2% | ||
| Q3 25 | 3.9% | 15.3% | ||
| Q2 25 | 4.6% | 12.7% | ||
| Q1 25 | 1.0% | 11.8% | ||
| Q4 24 | -1.7% | 16.8% | ||
| Q3 24 | 3.5% | 13.8% |
每股收益（稀释后）BVCART
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-0.26 | $0.31 | ||
| Q3 25 | $0.21 | $0.51 | ||
| Q2 25 | $0.15 | $0.41 | ||
| Q1 25 | $-0.03 | $0.37 | ||
| Q4 24 | $-0.20 | $0.53 | ||
| Q3 24 | $0.20 | $0.42 |
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 | $10.1M | $687.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.5B |
| 总资产 | $3.4B | $3.7B |
| 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BVCART
| Q2 26 | $10.1M | — | ||
| Q1 26 | $37.0M | — | ||
| Q4 25 | $37.0M | $687.0M | ||
| Q3 25 | $74.5M | $1.7B | ||
| Q2 25 | $79.1M | $1.6B | ||
| Q1 25 | $141.3M | $1.6B | ||
| Q4 24 | $98.3M | $1.4B | ||
| Q3 24 | $140.4M | $1.3B |
总债务BVCART
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $801.1M | — | ||
| Q3 25 | $790.2M | — | ||
| Q2 25 | $790.7M | — | ||
| Q1 25 | $798.9M | — | ||
| Q4 24 | $796.5M | — | ||
| Q3 24 | $802.5M | — |
股东权益BVCART
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.3B | $3.5B | ||
| Q2 25 | $1.3B | $3.3B | ||
| Q1 25 | $1.3B | $3.2B | ||
| Q4 24 | $1.3B | $3.1B | ||
| Q3 24 | $1.3B | $2.9B |
总资产BVCART
| Q2 26 | $3.4B | — | ||
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | $3.7B | ||
| Q3 25 | $3.4B | $4.5B | ||
| Q2 25 | $3.4B | $4.4B | ||
| Q1 25 | $3.3B | $4.3B | ||
| Q4 24 | $3.3B | $4.1B | ||
| Q3 24 | $3.4B | $3.9B |
负债/权益比BVCART
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 0.63× | — |
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 | $82.3M | $183.0M |
| 自由现金流经营现金流 - 资本支出 | — | $171.0M |
| 自由现金流率自由现金流/营收 | — | 17.2% |
| 资本支出强度资本支出/营收 | 7.8% | 1.2% |
| 现金转化率经营现金流/净利润 | 48.41× | 2.26× |
| 过去12个月自由现金流最近4个季度 | — | $910.0M |
8季度趋势，按日历期对齐
经营现金流BVCART
| Q2 26 | $82.3M | — | ||
| Q1 26 | $36.1M | — | ||
| Q4 25 | $36.1M | $183.0M | ||
| Q3 25 | $84.4M | $287.0M | ||
| Q2 25 | $55.7M | $203.0M | ||
| Q1 25 | $91.2M | $298.0M | ||
| Q4 24 | $60.5M | $153.0M | ||
| Q3 24 | $53.5M | $185.0M |
自由现金流BVCART
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-18.6M | $171.0M | ||
| Q3 25 | $26.0M | $272.0M | ||
| Q2 25 | $-47.8M | $187.0M | ||
| Q1 25 | $57.6M | $280.0M | ||
| Q4 24 | $1.8M | $141.0M | ||
| Q3 24 | $21.1M | $171.0M |
自由现金流率BVCART
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -3.0% | 17.2% | ||
| Q3 25 | 3.7% | 29.0% | ||
| Q2 25 | -6.7% | 20.5% | ||
| Q1 25 | 8.7% | 31.2% | ||
| Q4 24 | 0.3% | 16.0% | ||
| Q3 24 | 2.9% | 20.1% |
资本支出强度BVCART
| Q2 26 | 7.8% | — | ||
| Q1 26 | 7.9% | — | ||
| Q4 25 | 8.9% | 1.2% | ||
| Q3 25 | 8.3% | 1.6% | ||
| Q2 25 | 14.6% | 1.8% | ||
| Q1 25 | 5.1% | 2.0% | ||
| Q4 24 | 9.8% | 1.4% | ||
| Q3 24 | 4.4% | 1.6% |
现金转化率BVCART
| Q2 26 | 48.41× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 2.26× | ||
| Q3 25 | 3.05× | 1.99× | ||
| Q2 25 | 1.72× | 1.75× | ||
| Q1 25 | 14.25× | 2.81× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | 2.09× | 1.57× |
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
BV
暂无分部数据
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
