vs
黑石集团（BX）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
黑石集团的季度营收约是Masco的1.7倍（$3.3B vs $1.9B），黑石集团净利率更高（36.7% vs 11.9%，领先24.9%），Masco同比增速更快（6.5% vs -77.7%），过去两年黑石集团的营收复合增速更高（8.5% vs -4.2%）
黑石集团是总部位于美国纽约的另类资产管理机构，1985年由曾共同任职于雷曼兄弟的彼得·彼得森和斯蒂芬·施瓦茨曼创立，最初主营并购咨询业务。过去三十年间，其私募股权业务是全球最大的杠杆收购投资方之一，地产业务也在全球积极布局商业不动产投资。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
BX vs MAS — 直观对比
营收规模更大
BX
是对方的1.7倍
$1.9B
营收增速更快
MAS
高出84.2%
-77.7%
净利率更高
BX
高出24.9%
11.9%
两年增速更快
BX
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.9B |
| 净利润 | $1.2B | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | — | 16.5% |
| 净利率 | 36.7% | 11.9% |
| 营收同比 | -77.7% | 6.5% |
| 净利润同比 | -76.1% | 14.5% |
| 每股收益（稀释后） | $0.80 | — |
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BXMAS
| Q1 26 | $3.3B | $1.9B | ||
| Q4 25 | $4.4B | $1.8B | ||
| Q3 25 | $3.1B | $1.9B | ||
| Q2 25 | $3.7B | $2.1B | ||
| Q1 25 | $3.3B | $1.8B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.7B | $2.0B | ||
| Q2 24 | $2.8B | $2.1B |
净利润BXMAS
| Q1 26 | $1.2B | $228.0M | ||
| Q4 25 | $1.0B | $165.0M | ||
| Q3 25 | $624.9M | $189.0M | ||
| Q2 25 | $764.2M | $270.0M | ||
| Q1 25 | $614.9M | $186.0M | ||
| Q4 24 | $703.9M | $182.0M | ||
| Q3 24 | $780.8M | $167.0M | ||
| Q2 24 | $444.4M | $258.0M |
毛利率BXMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率BXMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 54.1% | 13.8% | ||
| Q3 25 | 46.8% | 15.8% | ||
| Q2 25 | 51.6% | 20.1% | ||
| Q1 25 | 44.2% | 15.9% | ||
| Q4 24 | 50.6% | 15.9% | ||
| Q3 24 | 49.4% | 18.0% | ||
| Q2 24 | 43.2% | 19.0% |
净利率BXMAS
| Q1 26 | 36.7% | 11.9% | ||
| Q4 25 | 23.3% | 9.2% | ||
| Q3 25 | 20.2% | 9.9% | ||
| Q2 25 | 20.6% | 13.2% | ||
| Q1 25 | 18.7% | 10.3% | ||
| Q4 24 | 22.8% | 10.0% | ||
| Q3 24 | 21.3% | 8.4% | ||
| Q2 24 | 15.9% | 12.3% |
每股收益（稀释后）BXMAS
| Q1 26 | $0.80 | — | ||
| Q4 25 | $1.29 | $0.81 | ||
| Q3 25 | $0.80 | $0.90 | ||
| Q2 25 | $0.98 | $1.28 | ||
| Q1 25 | $0.80 | $0.87 | ||
| Q4 24 | $0.91 | $0.85 | ||
| Q3 24 | $1.02 | $0.77 | ||
| Q2 24 | $0.58 | $1.17 |
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 | $2.4B | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $18.5B | $27.0M |
| 总资产 | $45.3B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资BXMAS
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.6B | $647.0M | ||
| Q3 25 | $2.4B | $559.0M | ||
| Q2 25 | $2.2B | $390.0M | ||
| Q1 25 | $2.4B | $377.0M | ||
| Q4 24 | $2.0B | $634.0M | ||
| Q3 24 | $2.4B | $646.0M | ||
| Q2 24 | $2.4B | $398.0M |
总债务BXMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $12.6B | $2.9B | ||
| Q3 25 | $12.1B | — | ||
| Q2 25 | $12.1B | — | ||
| Q1 25 | $12.6B | — | ||
| Q4 24 | $11.5B | $2.9B | ||
| Q3 24 | $10.9B | — | ||
| Q2 24 | $10.8B | — |
股东权益BXMAS
| Q1 26 | $18.5B | $27.0M | ||
| Q4 25 | $8.7B | $-185.0M | ||
| Q3 25 | $8.4B | $-78.0M | ||
| Q2 25 | $8.4B | $-84.0M | ||
| Q1 25 | $8.0B | $-254.0M | ||
| Q4 24 | $8.2B | $-279.0M | ||
| Q3 24 | $7.0B | $-88.0M | ||
| Q2 24 | $6.8B | $-26.0M |
总资产BXMAS
| Q1 26 | $45.3B | $5.2B | ||
| Q4 25 | $47.7B | $5.2B | ||
| Q3 25 | $46.6B | $5.3B | ||
| Q2 25 | $45.4B | $5.3B | ||
| Q1 25 | $45.3B | $5.1B | ||
| Q4 24 | $43.5B | $5.0B | ||
| Q3 24 | $42.6B | $5.3B | ||
| Q2 24 | $40.6B | $5.4B |
负债/权益比BXMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 1.45× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.58× | — |
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
BX
| Management and Advisory Fees, Net | $1.9B | 58% |
| Realized | $562.0M | 17% |
| Other | $368.1M | 11% |
| Unrealized | $263.2M | 8% |
| Incentive Fees | $191.8M | 6% |
MAS
暂无分部数据
