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BrightView Holdings, Inc.（BV）与雷诺士国际（LII）财务数据对比。点击上方公司名可切换其他公司
雷诺士国际的季度营收约是BrightView Holdings, Inc.的1.9倍（$1.2B vs $614.7M），雷诺士国际净利率更高（13.6% vs -2.5%，领先16.0%），BrightView Holdings, Inc.同比增速更快（2.6% vs -11.2%），雷诺士国际自由现金流更多（$376.7M vs $-18.6M），过去两年雷诺士国际的营收复合增速更高（6.8% vs -4.4%）
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。
雷诺士国际是美国知名的暖通空调（HVAC）及制冷领域气候控制产品供应商，总部位于得克萨斯州理查森。公司在墨西哥萨尔蒂约、美国爱荷华州马歇尔敦、南卡罗来纳州奥兰治堡设有核心生产基地，1904年收购公司的诺里斯家族后裔约翰·W·诺里斯三世持有其9.8%的股份。
BV vs LII — 直观对比
营收规模更大
LII
是对方的1.9倍
$614.7M
营收增速更快
BV
高出13.7%
-11.2%
净利率更高
LII
高出16.0%
-2.5%
自由现金流更多
LII
多$395.3M
$-18.6M
两年增速更快
LII
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $614.7M | $1.2B |
| 净利润 | $-15.2M | $162.1M |
| 毛利率 | 18.6% | 34.7% |
| 营业利润率 | -1.2% | 18.6% |
| 净利率 | -2.5% | 13.6% |
| 营收同比 | 2.6% | -11.2% |
| 净利润同比 | -46.2% | -18.0% |
| 每股收益（稀释后） | $-0.26 | $4.62 |
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BVLII
| Q4 25 | $614.7M | $1.2B | ||
| Q3 25 | $702.7M | $1.4B | ||
| Q2 25 | $708.3M | $1.5B | ||
| Q1 25 | $662.6M | $1.1B | ||
| Q4 24 | $599.2M | $1.3B | ||
| Q3 24 | $728.7M | $1.5B | ||
| Q2 24 | $738.8M | $1.5B | ||
| Q1 24 | $672.9M | $1.0B |
净利润BVLII
| Q4 25 | $-15.2M | $162.1M | ||
| Q3 25 | $27.7M | $245.8M | ||
| Q2 25 | $32.3M | $277.6M | ||
| Q1 25 | $6.4M | $120.3M | ||
| Q4 24 | $-10.4M | $197.7M | ||
| Q3 24 | $25.6M | $239.0M | ||
| Q2 24 | $23.5M | $245.9M | ||
| Q1 24 | $33.7M | $124.3M |
毛利率BVLII
| Q4 25 | 18.6% | 34.7% | ||
| Q3 25 | 25.1% | 32.8% | ||
| Q2 25 | 24.1% | 34.8% | ||
| Q1 25 | 22.3% | 30.6% | ||
| Q4 24 | 21.2% | 33.9% | ||
| Q3 24 | 25.0% | 32.6% | ||
| Q2 24 | 24.0% | 33.6% | ||
| Q1 24 | 22.6% | 32.5% |
营业利润率BVLII
| Q4 25 | -1.2% | 18.6% | ||
| Q3 25 | 7.9% | 21.7% | ||
| Q2 25 | 8.1% | 23.6% | ||
| Q1 25 | 3.4% | 14.5% | ||
| Q4 24 | -0.1% | 18.2% | ||
| Q3 24 | 7.1% | 20.2% | ||
| Q2 24 | 6.6% | 22.1% | ||
| Q1 24 | 9.2% | 15.9% |
净利率BVLII
| Q4 25 | -2.5% | 13.6% | ||
| Q3 25 | 3.9% | 17.2% | ||
| Q2 25 | 4.6% | 18.5% | ||
| Q1 25 | 1.0% | 11.2% | ||
| Q4 24 | -1.7% | 14.7% | ||
| Q3 24 | 3.5% | 16.0% | ||
| Q2 24 | 3.2% | 16.9% | ||
| Q1 24 | 5.0% | 11.9% |
每股收益（稀释后）BVLII
| Q4 25 | $-0.26 | $4.62 | ||
| Q3 25 | $0.21 | $6.98 | ||
| Q2 25 | $0.15 | $7.82 | ||
| Q1 25 | $-0.03 | $3.37 | ||
| Q4 24 | $-0.20 | $5.52 | ||
| Q3 24 | $0.20 | $6.68 | ||
| Q2 24 | $0.10 | $6.87 | ||
| Q1 24 | $0.17 | $3.47 |
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 | $37.0M | $34.7M |
| 总债务越低越好 | $801.1M | $1.1B |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $3.3B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资BVLII
| Q4 25 | $37.0M | $34.7M | ||
| Q3 25 | $74.5M | $59.2M | ||
| Q2 25 | $79.1M | $55.1M | ||
| Q1 25 | $141.3M | $222.9M | ||
| Q4 24 | $98.3M | $422.3M | ||
| Q3 24 | $140.4M | $255.7M | ||
| Q2 24 | $115.9M | $57.8M | ||
| Q1 24 | $177.3M | $57.6M |
总债务BVLII
| Q4 25 | $801.1M | $1.1B | ||
| Q3 25 | $790.2M | $838.2M | ||
| Q2 25 | $790.7M | $835.7M | ||
| Q1 25 | $798.9M | $834.2M | ||
| Q4 24 | $796.5M | $833.1M | ||
| Q3 24 | $802.5M | $827.6M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.2B |
股东权益BVLII
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $900.5M | ||
| Q1 25 | $1.3B | $852.5M | ||
| Q4 24 | $1.3B | $850.2M | ||
| Q3 24 | $1.3B | $754.0M | ||
| Q2 24 | $1.3B | $577.4M | ||
| Q1 24 | $1.2B | $368.8M |
总资产BVLII
| Q4 25 | $3.3B | $4.1B | ||
| Q3 25 | $3.4B | $3.5B | ||
| Q2 25 | $3.4B | $3.7B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.3B | $3.5B | ||
| Q3 24 | $3.4B | $3.3B | ||
| Q2 24 | $3.4B | $3.2B | ||
| Q1 24 | $3.4B | $3.0B |
负债/权益比BVLII
| Q4 25 | 0.64× | 0.98× | ||
| Q3 25 | 0.61× | 0.78× | ||
| Q2 25 | 0.62× | 0.93× | ||
| Q1 25 | 0.63× | 0.98× | ||
| Q4 24 | 0.63× | 0.98× | ||
| Q3 24 | 0.63× | 1.10× | ||
| Q2 24 | — | 1.95× | ||
| Q1 24 | — | 3.13× |
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 | $36.1M | $405.9M |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | $376.7M |
| 自由现金流率自由现金流/营收 | -3.0% | 31.5% |
| 资本支出强度资本支出/营收 | 8.9% | 2.4% |
| 现金转化率经营现金流/净利润 | — | 2.50× |
| 过去12个月自由现金流最近4个季度 | $17.2M | $638.8M |
8季度趋势，按日历期对齐
经营现金流BVLII
| Q4 25 | $36.1M | $405.9M | ||
| Q3 25 | $84.4M | $300.7M | ||
| Q2 25 | $55.7M | $86.8M | ||
| Q1 25 | $91.2M | $-35.8M | ||
| Q4 24 | $60.5M | $332.4M | ||
| Q3 24 | $53.5M | $452.1M | ||
| Q2 24 | $42.6M | $184.0M | ||
| Q1 24 | $83.3M | $-22.8M |
自由现金流BVLII
| Q4 25 | $-18.6M | $376.7M | ||
| Q3 25 | $26.0M | $265.1M | ||
| Q2 25 | $-47.8M | $58.3M | ||
| Q1 25 | $57.6M | $-61.3M | ||
| Q4 24 | $1.8M | $272.2M | ||
| Q3 24 | $21.1M | $410.9M | ||
| Q2 24 | $19.3M | $151.3M | ||
| Q1 24 | $70.7M | $-52.3M |
自由现金流率BVLII
| Q4 25 | -3.0% | 31.5% | ||
| Q3 25 | 3.7% | 18.6% | ||
| Q2 25 | -6.7% | 3.9% | ||
| Q1 25 | 8.7% | -5.7% | ||
| Q4 24 | 0.3% | 20.2% | ||
| Q3 24 | 2.9% | 27.4% | ||
| Q2 24 | 2.6% | 10.4% | ||
| Q1 24 | 10.5% | -5.0% |
资本支出强度BVLII
| Q4 25 | 8.9% | 2.4% | ||
| Q3 25 | 8.3% | 2.5% | ||
| Q2 25 | 14.6% | 1.9% | ||
| Q1 25 | 5.1% | 2.4% | ||
| Q4 24 | 9.8% | 4.5% | ||
| Q3 24 | 4.4% | 2.8% | ||
| Q2 24 | 3.2% | 2.3% | ||
| Q1 24 | 1.9% | 2.8% |
现金转化率BVLII
| Q4 25 | — | 2.50× | ||
| Q3 25 | 3.05× | 1.22× | ||
| Q2 25 | 1.72× | 0.31× | ||
| Q1 25 | 14.25× | -0.30× | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | 2.09× | 1.89× | ||
| Q2 24 | 1.81× | 0.75× | ||
| Q1 24 | 2.47× | -0.18× |
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
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
LII
| Residential Heating And Cooling | $699.8M | 59% |
| Commercial Heating And Cooling | $495.2M | 41% |
