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BrightView Holdings, Inc.(BV)与Quanex Building Products CORP(NX)财务数据对比。点击上方公司名可切换其他公司
BrightView Holdings, Inc.的季度营收约是Quanex Building Products CORP的1.2倍($614.7M vs $495.3M),BrightView Holdings, Inc.净利率更高(-2.5% vs -55.7%,领先53.3%),Quanex Building Products CORP同比增速更快(76.7% vs 2.6%),Quanex Building Products CORP自由现金流更多($46.2M vs $-18.6M),过去两年Quanex Building Products CORP的营收复合增速更高(29.5% 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。
Quanex Building Products是一家工程建筑组件及材料制造商,核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件,服务北美、欧洲的住宅及商业建筑市场,主打节能可持续的建筑解决方案。
BV vs NX — 直观对比
营收规模更大
BV
是对方的1.2倍
$495.3M
营收增速更快
NX
高出74.1%
2.6%
净利率更高
BV
高出53.3%
-55.7%
自由现金流更多
NX
多$64.8M
$-18.6M
两年增速更快
NX
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $614.7M | $495.3M |
| 净利润 | $-15.2M | $-276.0M |
| 毛利率 | 18.6% | 27.9% |
| 营业利润率 | -1.2% | -54.7% |
| 净利率 | -2.5% | -55.7% |
| 营收同比 | 2.6% | 76.7% |
| 净利润同比 | -46.2% | -1188.8% |
| 每股收益(稀释后) | $-0.26 | $-6.04 |
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
BV
NX
| Q4 25 | $614.7M | — | ||
| Q3 25 | $702.7M | $495.3M | ||
| Q2 25 | $708.3M | $452.5M | ||
| Q1 25 | $662.6M | $400.0M | ||
| Q4 24 | $599.2M | $492.2M | ||
| Q3 24 | $728.7M | $280.3M | ||
| Q2 24 | $738.8M | $266.2M | ||
| Q1 24 | $672.9M | $239.2M |
净利润
BV
NX
| Q4 25 | $-15.2M | — | ||
| Q3 25 | $27.7M | $-276.0M | ||
| Q2 25 | $32.3M | $20.5M | ||
| Q1 25 | $6.4M | $-14.9M | ||
| Q4 24 | $-10.4M | $-13.9M | ||
| Q3 24 | $25.6M | $25.4M | ||
| Q2 24 | $23.5M | $15.4M | ||
| Q1 24 | $33.7M | $6.2M |
毛利率
BV
NX
| Q4 25 | 18.6% | — | ||
| Q3 25 | 25.1% | 27.9% | ||
| Q2 25 | 24.1% | 29.0% | ||
| Q1 25 | 22.3% | 23.1% | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 25.0% | 25.3% | ||
| Q2 24 | 24.0% | 24.9% | ||
| Q1 24 | 22.6% | 21.5% |
营业利润率
BV
NX
| Q4 25 | -1.2% | — | ||
| Q3 25 | 7.9% | -54.7% | ||
| Q2 25 | 8.1% | 9.0% | ||
| Q1 25 | 3.4% | -1.7% | ||
| Q4 24 | -0.1% | 0.6% | ||
| Q3 24 | 7.1% | 8.4% | ||
| Q2 24 | 6.6% | 7.8% | ||
| Q1 24 | 9.2% | 3.3% |
净利率
BV
NX
| Q4 25 | -2.5% | — | ||
| Q3 25 | 3.9% | -55.7% | ||
| Q2 25 | 4.6% | 4.5% | ||
| Q1 25 | 1.0% | -3.7% | ||
| Q4 24 | -1.7% | -2.8% | ||
| Q3 24 | 3.5% | 9.0% | ||
| Q2 24 | 3.2% | 5.8% | ||
| Q1 24 | 5.0% | 2.6% |
每股收益(稀释后)
BV
NX
| Q4 25 | $-0.26 | — | ||
| Q3 25 | $0.21 | $-6.04 | ||
| Q2 25 | $0.15 | $0.44 | ||
| Q1 25 | $-0.03 | $-0.32 | ||
| Q4 24 | $-0.20 | $-0.52 | ||
| Q3 24 | $0.20 | $0.77 | ||
| Q2 24 | $0.10 | $0.46 | ||
| Q1 24 | $0.17 | $0.19 |
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 | $66.3M |
| 总债务越低越好 | $801.1M | $695.6M |
| 股东权益账面价值 | $1.3B | $717.4M |
| 总资产 | $3.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
BV
NX
| Q4 25 | $37.0M | — | ||
| Q3 25 | $74.5M | $66.3M | ||
| Q2 25 | $79.1M | $62.6M | ||
| Q1 25 | $141.3M | $50.0M | ||
| Q4 24 | $98.3M | $97.7M | ||
| Q3 24 | $140.4M | $94.0M | ||
| Q2 24 | $115.9M | $56.1M | ||
| Q1 24 | $177.3M | $44.4M |
总债务
BV
NX
| Q4 25 | $801.1M | — | ||
| Q3 25 | $790.2M | $695.6M | ||
| Q2 25 | $790.7M | $746.4M | ||
| Q1 25 | $798.9M | $725.2M | ||
| Q4 24 | $796.5M | $737.2M | ||
| Q3 24 | $802.5M | $51.4M | ||
| Q2 24 | — | $51.5M | ||
| Q1 24 | — | $61.6M |
股东权益
BV
NX
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $717.4M | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $972.1M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $594.1M | ||
| Q2 24 | $1.3B | $566.1M | ||
| Q1 24 | $1.2B | $555.0M |
总资产
BV
NX
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.4B | $2.3B | ||
| Q1 25 | $3.3B | $2.2B | ||
| Q4 24 | $3.3B | $2.3B | ||
| Q3 24 | $3.4B | $872.5M | ||
| Q2 24 | $3.4B | $837.2M | ||
| Q1 24 | $3.4B | $813.4M |
负债/权益比
BV
NX
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.61× | 0.97× | ||
| Q2 25 | 0.62× | 0.75× | ||
| Q1 25 | 0.63× | 0.75× | ||
| Q4 24 | 0.63× | 0.73× | ||
| Q3 24 | 0.63× | 0.09× | ||
| Q2 24 | — | 0.09× | ||
| Q1 24 | — | 0.11× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | $46.2M |
| 自由现金流率自由现金流/营收 | -3.0% | 9.3% |
| 资本支出强度资本支出/营收 | 8.9% | 2.9% |
| 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 | $17.2M | $27.5M |
8季度趋势,按日历期对齐
经营现金流
BV
NX
| Q4 25 | $36.1M | — | ||
| Q3 25 | $84.4M | $60.7M | ||
| Q2 25 | $55.7M | $28.5M | ||
| Q1 25 | $91.2M | $-12.5M | ||
| Q4 24 | $60.5M | $5.5M | ||
| Q3 24 | $53.5M | $46.4M | ||
| Q2 24 | $42.6M | $33.1M | ||
| Q1 24 | $83.3M | $3.9M |
自由现金流
BV
NX
| Q4 25 | $-18.6M | — | ||
| Q3 25 | $26.0M | $46.2M | ||
| Q2 25 | $-47.8M | $13.6M | ||
| Q1 25 | $57.6M | $-24.1M | ||
| Q4 24 | $1.8M | $-8.2M | ||
| Q3 24 | $21.1M | $40.1M | ||
| Q2 24 | $19.3M | $25.5M | ||
| Q1 24 | $70.7M | $-5.7M |
自由现金流率
BV
NX
| Q4 25 | -3.0% | — | ||
| Q3 25 | 3.7% | 9.3% | ||
| Q2 25 | -6.7% | 3.0% | ||
| Q1 25 | 8.7% | -6.0% | ||
| Q4 24 | 0.3% | -1.7% | ||
| Q3 24 | 2.9% | 14.3% | ||
| Q2 24 | 2.6% | 9.6% | ||
| Q1 24 | 10.5% | -2.4% |
资本支出强度
BV
NX
| Q4 25 | 8.9% | — | ||
| Q3 25 | 8.3% | 2.9% | ||
| Q2 25 | 14.6% | 3.3% | ||
| Q1 25 | 5.1% | 2.9% | ||
| Q4 24 | 9.8% | 2.8% | ||
| Q3 24 | 4.4% | 2.2% | ||
| Q2 24 | 3.2% | 2.9% | ||
| Q1 24 | 1.9% | 4.0% |
现金转化率
BV
NX
| Q4 25 | — | — | ||
| Q3 25 | 3.05× | — | ||
| Q2 25 | 1.72× | 1.39× | ||
| Q1 25 | 14.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.09× | 1.83× | ||
| Q2 24 | 1.81× | 2.15× | ||
| Q1 24 | 2.47× | 0.62× |
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% |
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |