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Side-by-side financial comparison of Brookfield Infrastructure Partners L.P. (BIP) and Dollar Tree (DLTR). Click either name above to swap in a different company.
Brookfield Infrastructure Partners L.P. is the larger business by last-quarter revenue ($5.4B vs $4.7B, roughly 1.1× Dollar Tree). Dollar Tree runs the higher net margin — 5.2% vs 4.6%, a 0.5% gap on every dollar of revenue. On growth, Brookfield Infrastructure Partners L.P. posted the faster year-over-year revenue change (5.7% vs -37.2%).
Brookfield Infrastructure Partners L.P. is a publicly traded limited partnership with corporate headquarters in Toronto, Canada, that engages in the acquisition and management of infrastructure assets on a global basis.
Dollar Tree, Inc., formerly known as Dollar Tree Stores, Inc., is an American multi-price-point chain of discount variety stores. Headquartered in Chesapeake, Virginia, it is a Fortune 500 company and operates 15,115 stores throughout the 48 contiguous U.S. states and Canada. Its stores are supported by a nationwide logistics network of 24 distribution centers.
BIP vs DLTR — Head-to-Head
Income Statement — Q2 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.4B | $4.7B |
| Net Profit | $252.0M | $244.6M |
| Gross Margin | 26.4% | 35.8% |
| Operating Margin | 24.4% | 7.2% |
| Net Margin | 4.6% | 5.2% |
| Revenue YoY | 5.7% | -37.2% |
| Net Profit YoY | 37.0% | 4.8% |
| EPS (diluted) | $-0.03 | $1.20 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | $5.4B | $4.6B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | $5.1B | $7.6B | ||
| Q1 24 | — | $8.6B |
| Q4 25 | — | $244.6M | ||
| Q3 25 | — | $188.4M | ||
| Q2 25 | $252.0M | $343.4M | ||
| Q1 25 | — | $-3.7B | ||
| Q4 24 | — | $233.3M | ||
| Q3 24 | — | $132.4M | ||
| Q2 24 | $184.0M | $300.1M | ||
| Q1 24 | — | $-1.7B |
| Q4 25 | — | 35.8% | ||
| Q3 25 | — | 34.4% | ||
| Q2 25 | 26.4% | 35.6% | ||
| Q1 25 | — | 37.6% | ||
| Q4 24 | — | 30.9% | ||
| Q3 24 | — | 30.0% | ||
| Q2 24 | 24.6% | 30.8% | ||
| Q1 24 | — | 32.1% |
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | 24.4% | 8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | 22.8% | 5.5% | ||
| Q1 24 | — | -21.9% |
| Q4 25 | — | 5.2% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | 4.6% | 7.4% | ||
| Q1 25 | — | -74.0% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | 3.6% | 3.9% | ||
| Q1 24 | — | -19.8% |
| Q4 25 | — | $1.20 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | $-0.03 | $1.61 | ||
| Q1 25 | — | $-17.17 | ||
| Q4 24 | — | $1.08 | ||
| Q3 24 | — | $0.62 | ||
| Q2 24 | $-0.10 | $1.38 | ||
| Q1 24 | — | $-7.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.3B | $594.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $29.6B | $3.5B |
| Total Assets | $108.7B | $13.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $594.8M | ||
| Q3 25 | — | $666.3M | ||
| Q2 25 | $2.3B | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $697.6M | ||
| Q3 24 | — | $570.3M | ||
| Q2 24 | $1.3B | $618.5M | ||
| Q1 24 | — | $684.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $3.4B |
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | $29.6B | $3.9B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | $30.1B | $7.3B | ||
| Q1 24 | — | $7.3B |
| Q4 25 | — | $13.7B | ||
| Q3 25 | — | $13.4B | ||
| Q2 25 | $108.7B | $18.3B | ||
| Q1 25 | — | $18.6B | ||
| Q4 24 | — | $23.3B | ||
| Q3 24 | — | $22.6B | ||
| Q2 24 | $100.9B | $22.1B | ||
| Q1 24 | — | $22.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.47× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.2B | $319.3M |
| Free Cash FlowOCF − Capex | — | $-57.1M |
| FCF MarginFCF / Revenue | — | -1.2% |
| Capex IntensityCapex / Revenue | — | 7.9% |
| Cash ConversionOCF / Net Profit | 4.72× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | — | $394.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $319.3M | ||
| Q3 25 | — | $260.7M | ||
| Q2 25 | $1.2B | $378.5M | ||
| Q1 25 | — | $405.1M | ||
| Q4 24 | — | $785.6M | ||
| Q3 24 | — | $306.9M | ||
| Q2 24 | $1.1B | $695.7M | ||
| Q1 24 | — | $1.3B |
| Q4 25 | — | $-57.1M | ||
| Q3 25 | — | $15.6M | ||
| Q2 25 | — | $129.7M | ||
| Q1 25 | — | $306.3M | ||
| Q4 24 | — | $359.2M | ||
| Q3 24 | — | $-193.8M | ||
| Q2 24 | — | $223.5M | ||
| Q1 24 | — | $470.8M |
| Q4 25 | — | -1.2% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | -2.6% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | 5.5% |
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 6.2% | ||
| Q1 24 | — | 9.1% |
| Q4 25 | — | 1.31× | ||
| Q3 25 | — | 1.38× | ||
| Q2 25 | 4.72× | 1.10× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.37× | ||
| Q3 24 | — | 2.32× | ||
| Q2 24 | 5.74× | 2.32× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BIP
Segment breakdown not available.
DLTR
| Consumable | $2.4B | 50% |
| Variety | $2.1B | 43% |
| Seasonal | $344.1M | 7% |
