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BrightView Holdings, Inc.（BV）与PATRICK INDUSTRIES INC（PATK）财务数据对比。点击上方公司名可切换其他公司
PATRICK INDUSTRIES INC的季度营收约是BrightView Holdings, Inc.的1.5倍（$924.2M vs $614.7M），PATRICK INDUSTRIES INC净利率更高（3.1% vs -2.5%，领先5.6%），PATRICK INDUSTRIES INC同比增速更快（9.2% vs 2.6%），PATRICK INDUSTRIES INC自由现金流更多（$112.7M vs $-18.6M），过去两年PATRICK INDUSTRIES INC的营收复合增速更高（-0.5% 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。
安杜里尔工业是一家美国国防科技企业，专注于先进自主系统的研发，其技术产品多应用于国防安全相关领域，在智能防务解决方案赛道具备行业竞争力。
BV vs PATK — 直观对比
营收规模更大
PATK
是对方的1.5倍
$614.7M
营收增速更快
PATK
高出6.6%
2.6%
净利率更高
PATK
高出5.6%
-2.5%
自由现金流更多
PATK
多$131.3M
$-18.6M
两年增速更快
PATK
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $614.7M | $924.2M |
| 净利润 | $-15.2M | $29.1M |
| 毛利率 | 18.6% | 23.0% |
| 营业利润率 | -1.2% | 6.2% |
| 净利率 | -2.5% | 3.1% |
| 营收同比 | 2.6% | 9.2% |
| 净利润同比 | -46.2% | 99.7% |
| 每股收益（稀释后） | $-0.26 | $0.82 |
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BVPATK
| Q4 25 | $614.7M | $924.2M | ||
| Q3 25 | $702.7M | $975.6M | ||
| Q2 25 | $708.3M | $1.0B | ||
| Q1 25 | $662.6M | $1.0B | ||
| Q4 24 | $599.2M | $846.1M | ||
| Q3 24 | $728.7M | $919.4M | ||
| Q2 24 | $738.8M | $1.0B | ||
| Q1 24 | $672.9M | $933.5M |
净利润BVPATK
| Q4 25 | $-15.2M | $29.1M | ||
| Q3 25 | $27.7M | $35.3M | ||
| Q2 25 | $32.3M | $32.4M | ||
| Q1 25 | $6.4M | $38.2M | ||
| Q4 24 | $-10.4M | $14.6M | ||
| Q3 24 | $25.6M | $40.9M | ||
| Q2 24 | $23.5M | $47.9M | ||
| Q1 24 | $33.7M | $35.1M |
毛利率BVPATK
| Q4 25 | 18.6% | 23.0% | ||
| Q3 25 | 25.1% | 22.6% | ||
| Q2 25 | 24.1% | 23.9% | ||
| Q1 25 | 22.3% | 22.8% | ||
| Q4 24 | 21.2% | 22.1% | ||
| Q3 24 | 25.0% | 23.1% | ||
| Q2 24 | 24.0% | 22.8% | ||
| Q1 24 | 22.6% | 21.9% |
营业利润率BVPATK
| Q4 25 | -1.2% | 6.2% | ||
| Q3 25 | 7.9% | 6.8% | ||
| Q2 25 | 8.1% | 8.3% | ||
| Q1 25 | 3.4% | 6.5% | ||
| Q4 24 | -0.1% | 4.7% | ||
| Q3 24 | 7.1% | 8.1% | ||
| Q2 24 | 6.6% | 8.3% | ||
| Q1 24 | 9.2% | 6.4% |
净利率BVPATK
| Q4 25 | -2.5% | 3.1% | ||
| Q3 25 | 3.9% | 3.6% | ||
| Q2 25 | 4.6% | 3.1% | ||
| Q1 25 | 1.0% | 3.8% | ||
| Q4 24 | -1.7% | 1.7% | ||
| Q3 24 | 3.5% | 4.4% | ||
| Q2 24 | 3.2% | 4.7% | ||
| Q1 24 | 5.0% | 3.8% |
每股收益（稀释后）BVPATK
| Q4 25 | $-0.26 | $0.82 | ||
| Q3 25 | $0.21 | $1.01 | ||
| Q2 25 | $0.15 | $0.96 | ||
| Q1 25 | $-0.03 | $1.11 | ||
| Q4 24 | $-0.20 | $-1.44 | ||
| Q3 24 | $0.20 | $1.80 | ||
| Q2 24 | $0.10 | $2.16 | ||
| Q1 24 | $0.17 | $1.59 |
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 | $26.4M |
| 总债务越低越好 | $801.1M | $1.3B |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $3.3B | $3.1B |
| 负债/权益比越低杠杆越低 | 0.64× | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资BVPATK
| Q4 25 | $37.0M | $26.4M | ||
| Q3 25 | $74.5M | $20.7M | ||
| Q2 25 | $79.1M | $22.0M | ||
| Q1 25 | $141.3M | $86.6M | ||
| Q4 24 | $98.3M | $33.6M | ||
| Q3 24 | $140.4M | $52.6M | ||
| Q2 24 | $115.9M | $44.0M | ||
| Q1 24 | $177.3M | $17.6M |
总债务BVPATK
| Q4 25 | $801.1M | $1.3B | ||
| Q3 25 | $790.2M | — | ||
| Q2 25 | $790.7M | — | ||
| Q1 25 | $798.9M | — | ||
| Q4 24 | $796.5M | $1.3B | ||
| Q3 24 | $802.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BVPATK
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.2B | $1.1B |
总资产BVPATK
| Q4 25 | $3.3B | $3.1B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.4B | $3.1B | ||
| Q1 25 | $3.3B | $3.2B | ||
| Q4 24 | $3.3B | $3.0B | ||
| Q3 24 | $3.4B | $3.1B | ||
| Q2 24 | $3.4B | $3.0B | ||
| Q1 24 | $3.4B | $3.0B |
负债/权益比BVPATK
| Q4 25 | 0.64× | 1.10× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.63× | 1.18× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $130.8M |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | $112.7M |
| 自由现金流率自由现金流/营收 | -3.0% | 12.2% |
| 资本支出强度资本支出/营收 | 8.9% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 4.50× |
| 过去12个月自由现金流最近4个季度 | $17.2M | $246.5M |
8季度趋势，按日历期对齐
经营现金流BVPATK
| Q4 25 | $36.1M | $130.8M | ||
| Q3 25 | $84.4M | $9.1M | ||
| Q2 25 | $55.7M | $149.4M | ||
| Q1 25 | $91.2M | $40.1M | ||
| Q4 24 | $60.5M | $102.7M | ||
| Q3 24 | $53.5M | $51.5M | ||
| Q2 24 | $42.6M | $137.5M | ||
| Q1 24 | $83.3M | $35.2M |
自由现金流BVPATK
| Q4 25 | $-18.6M | $112.7M | ||
| Q3 25 | $26.0M | $-17.2M | ||
| Q2 25 | $-47.8M | $131.1M | ||
| Q1 25 | $57.6M | $19.9M | ||
| Q4 24 | $1.8M | $77.2M | ||
| Q3 24 | $21.1M | $33.7M | ||
| Q2 24 | $19.3M | $120.6M | ||
| Q1 24 | $70.7M | $19.7M |
自由现金流率BVPATK
| Q4 25 | -3.0% | 12.2% | ||
| Q3 25 | 3.7% | -1.8% | ||
| Q2 25 | -6.7% | 12.5% | ||
| Q1 25 | 8.7% | 2.0% | ||
| Q4 24 | 0.3% | 9.1% | ||
| Q3 24 | 2.9% | 3.7% | ||
| Q2 24 | 2.6% | 11.9% | ||
| Q1 24 | 10.5% | 2.1% |
资本支出强度BVPATK
| Q4 25 | 8.9% | 2.0% | ||
| Q3 25 | 8.3% | 2.7% | ||
| Q2 25 | 14.6% | 1.7% | ||
| Q1 25 | 5.1% | 2.0% | ||
| Q4 24 | 9.8% | 3.0% | ||
| Q3 24 | 4.4% | 1.9% | ||
| Q2 24 | 3.2% | 1.7% | ||
| Q1 24 | 1.9% | 1.7% |
现金转化率BVPATK
| Q4 25 | — | 4.50× | ||
| Q3 25 | 3.05× | 0.26× | ||
| Q2 25 | 1.72× | 4.61× | ||
| Q1 25 | 14.25× | 1.05× | ||
| Q4 24 | — | 7.05× | ||
| Q3 24 | 2.09× | 1.26× | ||
| Q2 24 | 1.81× | 2.87× | ||
| Q1 24 | 2.47× | 1.00× |
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% |
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
