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Side-by-side financial comparison of Brookfield Infrastructure Corp (BIPC) and CAVCO INDUSTRIES, INC. (CVCO). Click either name above to swap in a different company.
Brookfield Infrastructure Corp is the larger business by last-quarter revenue ($866.0M vs $581.0M, roughly 1.5× CAVCO INDUSTRIES, INC.). CAVCO INDUSTRIES, INC. runs the higher net margin — 7.6% vs -35.7%, a 43.3% gap on every dollar of revenue. On growth, CAVCO INDUSTRIES, INC. posted the faster year-over-year revenue change (11.3% vs -4.6%).
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.
Cavco Industries, Inc. is an American company that manufactures modular homes, Recreational vehicle (RVs), vacation cabins, and manufactured homes. The company operates through a network of manufacturing facilities and retail locations across the United States. Cavco is Headquartered in Phoenix, Arizona.
BIPC vs CVCO — Head-to-Head
Income Statement — Q2 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $866.0M | $581.0M |
| Net Profit | $-309.0M | $44.1M |
| Gross Margin | 65.0% | 23.4% |
| Operating Margin | 62.7% | 9.4% |
| Net Margin | -35.7% | 7.6% |
| Revenue YoY | -4.6% | 11.3% |
| Net Profit YoY | -148.1% | -22.0% |
| EPS (diluted) | — | $5.58 |
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 | — | $581.0M | ||
| Q3 25 | — | $556.5M | ||
| Q2 25 | $866.0M | $556.9M | ||
| Q1 25 | — | $508.4M | ||
| Q4 24 | — | $522.0M | ||
| Q3 24 | — | $507.5M | ||
| Q2 24 | $908.0M | $477.6M | ||
| Q1 24 | — | $420.1M |
| Q4 25 | — | $44.1M | ||
| Q3 25 | — | $52.4M | ||
| Q2 25 | $-309.0M | $51.6M | ||
| Q1 25 | — | $36.3M | ||
| Q4 24 | — | $56.5M | ||
| Q3 24 | — | $43.8M | ||
| Q2 24 | $643.0M | $34.4M | ||
| Q1 24 | — | $33.9M |
| Q4 25 | — | 23.4% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | 65.0% | 23.3% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | 63.8% | 21.7% | ||
| Q1 24 | — | 23.6% |
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 11.2% | ||
| Q2 25 | 62.7% | 10.8% | ||
| Q1 25 | — | 7.6% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | 61.9% | 8.1% | ||
| Q1 24 | — | 8.9% |
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | -35.7% | 9.3% | ||
| Q1 25 | — | 7.1% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | 70.8% | 7.2% | ||
| Q1 24 | — | 8.1% |
| Q4 25 | — | $5.58 | ||
| Q3 25 | — | $6.55 | ||
| Q2 25 | — | $6.42 | ||
| Q1 25 | — | $4.42 | ||
| Q4 24 | — | $6.90 | ||
| Q3 24 | — | $5.28 | ||
| Q2 24 | — | $4.11 | ||
| Q1 24 | — | $4.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $241.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $1.1B |
| Total Assets | $23.9B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $241.9M | ||
| Q3 25 | — | $391.8M | ||
| Q2 25 | $1.2B | $362.4M | ||
| Q1 25 | — | $376.1M | ||
| Q4 24 | — | $378.9M | ||
| Q3 24 | — | $388.7M | ||
| Q2 24 | $466.0M | $380.0M | ||
| Q1 24 | — | $371.0M |
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $3.5B | $1.0B | ||
| Q1 24 | — | $1.0B |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $23.9B | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $23.7B | $1.4B | ||
| Q1 24 | — | $1.4B |
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 | $478.0M | $66.1M |
| Free Cash FlowOCF − Capex | — | $57.6M |
| FCF MarginFCF / Revenue | — | 9.9% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.50× |
| TTM Free Cash FlowTrailing 4 quarters | — | $205.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $66.1M | ||
| Q3 25 | — | $78.5M | ||
| Q2 25 | $478.0M | $55.5M | ||
| Q1 25 | — | $38.6M | ||
| Q4 24 | — | $37.8M | ||
| Q3 24 | — | $54.7M | ||
| Q2 24 | $511.0M | $47.4M | ||
| Q1 24 | — | — |
| Q4 25 | — | $57.6M | ||
| Q3 25 | — | $68.7M | ||
| Q2 25 | — | $46.4M | ||
| Q1 25 | — | $32.5M | ||
| Q4 24 | — | $32.3M | ||
| Q3 24 | — | $49.8M | ||
| Q2 24 | — | $42.4M | ||
| Q1 24 | — | — |
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | 12.4% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | — | 8.9% | ||
| Q1 24 | — | — |
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | — |
| Q4 25 | — | 1.50× | ||
| Q3 25 | — | 1.50× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | — | 1.06× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | 0.79× | 1.38× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BIPC
Segment breakdown not available.
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
