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BrightView Holdings, Inc.（BV）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是BrightView Holdings, Inc.的1.2倍（$814.9M vs $702.9M），Ubiquiti Inc.净利率更高（28.7% vs 0.2%，领先28.4%），Ubiquiti Inc.同比增速更快（35.8% vs 6.1%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
BV vs UI — 直观对比
营收规模更大
UI
是对方的1.2倍
$702.9M
营收增速更快
UI
高出29.7%
6.1%
净利率更高
UI
高出28.4%
0.2%
两年增速更快
UI
近两年复合增速
-1.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $702.9M | $814.9M |
| 净利润 | $1.7M | $233.6M |
| 毛利率 | 19.6% | 45.9% |
| 营业利润率 | 2.3% | 35.9% |
| 净利率 | 0.2% | 28.7% |
| 营收同比 | 6.1% | 35.8% |
| 净利润同比 | -73.4% | 70.8% |
| 每股收益（稀释后） | — | $3.86 |
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BVUI
| Q2 26 | $702.9M | — | ||
| Q1 26 | $614.7M | — | ||
| Q4 25 | $614.7M | $814.9M | ||
| Q3 25 | $702.7M | $733.8M | ||
| Q2 25 | $708.3M | $759.2M | ||
| Q1 25 | $662.6M | $664.2M | ||
| Q4 24 | $599.2M | $599.9M | ||
| Q3 24 | $728.7M | $550.3M |
净利润BVUI
| Q2 26 | $1.7M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-15.2M | $233.6M | ||
| Q3 25 | $27.7M | $207.9M | ||
| Q2 25 | $32.3M | $266.7M | ||
| Q1 25 | $6.4M | $180.4M | ||
| Q4 24 | $-10.4M | $136.8M | ||
| Q3 24 | $25.6M | $128.0M |
毛利率BVUI
| Q2 26 | 19.6% | — | ||
| Q1 26 | 18.6% | — | ||
| Q4 25 | 18.6% | 45.9% | ||
| Q3 25 | 25.1% | 46.0% | ||
| Q2 25 | 24.1% | 45.1% | ||
| Q1 25 | 22.3% | 44.5% | ||
| Q4 24 | 21.2% | 41.2% | ||
| Q3 24 | 25.0% | 42.1% |
营业利润率BVUI
| Q2 26 | 2.3% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -1.2% | 35.9% | ||
| Q3 25 | 7.9% | 35.7% | ||
| Q2 25 | 8.1% | 34.4% | ||
| Q1 25 | 3.4% | 34.2% | ||
| Q4 24 | -0.1% | 29.8% | ||
| Q3 24 | 7.1% | 30.7% |
净利率BVUI
| Q2 26 | 0.2% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -2.5% | 28.7% | ||
| Q3 25 | 3.9% | 28.3% | ||
| Q2 25 | 4.6% | 35.1% | ||
| Q1 25 | 1.0% | 27.2% | ||
| Q4 24 | -1.7% | 22.8% | ||
| Q3 24 | 3.5% | 23.3% |
每股收益（稀释后）BVUI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-0.26 | $3.86 | ||
| Q3 25 | $0.21 | $3.43 | ||
| Q2 25 | $0.15 | $4.40 | ||
| Q1 25 | $-0.03 | $2.98 | ||
| Q4 24 | $-0.20 | $2.26 | ||
| Q3 24 | $0.20 | $2.12 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | — | $1.0B |
| 总资产 | $3.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资BVUI
| Q2 26 | $10.1M | — | ||
| Q1 26 | $37.0M | — | ||
| Q4 25 | $37.0M | $302.8M | ||
| Q3 25 | $74.5M | $177.2M | ||
| Q2 25 | $79.1M | $149.7M | ||
| Q1 25 | $141.3M | $151.0M | ||
| Q4 24 | $98.3M | $133.1M | ||
| Q3 24 | $140.4M | $165.2M |
总债务BVUI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $801.1M | $47.5M | ||
| Q3 25 | $790.2M | $133.8M | ||
| Q2 25 | $790.7M | $250.0M | ||
| Q1 25 | $798.9M | $340.0M | ||
| Q4 24 | $796.5M | $406.3M | ||
| Q3 24 | $802.5M | $552.5M |
股东权益BVUI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $828.4M | ||
| Q2 25 | $1.3B | $668.3M | ||
| Q1 25 | $1.3B | $436.1M | ||
| Q4 24 | $1.3B | $290.4M | ||
| Q3 24 | $1.3B | $188.1M |
总资产BVUI
| Q2 26 | $3.4B | — | ||
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | $1.6B | ||
| Q3 25 | $3.4B | $1.5B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $3.4B | $1.2B |
负债/权益比BVUI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 0.05× | ||
| Q3 25 | 0.61× | 0.16× | ||
| Q2 25 | 0.62× | 0.37× | ||
| Q1 25 | 0.63× | 0.78× | ||
| Q4 24 | 0.63× | 1.40× | ||
| Q3 24 | 0.63× | 2.94× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | 7.8% | 0.4% |
| 现金转化率经营现金流/净利润 | 48.41× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流BVUI
| Q2 26 | $82.3M | — | ||
| Q1 26 | $36.1M | — | ||
| Q4 25 | $36.1M | $263.9M | ||
| Q3 25 | $84.4M | $198.5M | ||
| Q2 25 | $55.7M | $130.4M | ||
| Q1 25 | $91.2M | $123.6M | ||
| Q4 24 | $60.5M | $152.4M | ||
| Q3 24 | $53.5M | $233.7M |
自由现金流BVUI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-18.6M | $260.3M | ||
| Q3 25 | $26.0M | $193.3M | ||
| Q2 25 | $-47.8M | $125.2M | ||
| Q1 25 | $57.6M | $120.7M | ||
| Q4 24 | $1.8M | $150.4M | ||
| Q3 24 | $21.1M | $231.1M |
自由现金流率BVUI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -3.0% | 31.9% | ||
| Q3 25 | 3.7% | 26.3% | ||
| Q2 25 | -6.7% | 16.5% | ||
| Q1 25 | 8.7% | 18.2% | ||
| Q4 24 | 0.3% | 25.1% | ||
| Q3 24 | 2.9% | 42.0% |
资本支出强度BVUI
| Q2 26 | 7.8% | — | ||
| Q1 26 | 7.9% | — | ||
| Q4 25 | 8.9% | 0.4% | ||
| Q3 25 | 8.3% | 0.7% | ||
| Q2 25 | 14.6% | 0.7% | ||
| Q1 25 | 5.1% | 0.4% | ||
| Q4 24 | 9.8% | 0.3% | ||
| Q3 24 | 4.4% | 0.5% |
现金转化率BVUI
| Q2 26 | 48.41× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | 3.05× | 0.95× | ||
| Q2 25 | 1.72× | 0.49× | ||
| Q1 25 | 14.25× | 0.68× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | 2.09× | 1.83× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
