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Side-by-side financial comparison of Brookfield Infrastructure Corp (BIPC) and DILLARD'S, INC. (DDS). Click either name above to swap in a different company.

DILLARD'S, INC. is the larger business by last-quarter revenue ($1.5B vs $866.0M, roughly 1.7× Brookfield Infrastructure Corp). DILLARD'S, INC. runs the higher net margin — 8.8% vs -35.7%, a 44.5% gap on every dollar of revenue. On growth, DILLARD'S, INC. posted the faster year-over-year revenue change (2.9% 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.

Dillard's, Inc. is an American department store chain founded in 1938 by William T. Dillard. It is headquartered in Little Rock, Arkansas, and operates approximately 272 stores in 30 states. Currently, the largest number of stores are located in Texas with 57 and Florida with 42.

BIPC vs DDS — Head-to-Head

Bigger by revenue
DDS
DDS
1.7× larger
DDS
$1.5B
$866.0M
BIPC
Growing faster (revenue YoY)
DDS
DDS
+7.6% gap
DDS
2.9%
-4.6%
BIPC
Higher net margin
DDS
DDS
44.5% more per $
DDS
8.8%
-35.7%
BIPC

Income Statement — Q2 FY2025 vs Q3 FY2026

Metric
BIPC
BIPC
DDS
DDS
Revenue
$866.0M
$1.5B
Net Profit
$-309.0M
$129.8M
Gross Margin
65.0%
43.4%
Operating Margin
62.7%
11.5%
Net Margin
-35.7%
8.8%
Revenue YoY
-4.6%
2.9%
Net Profit YoY
-148.1%
4.2%
EPS (diluted)
$8.31

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.

Revenue
BIPC
BIPC
DDS
DDS
Q4 25
$1.5B
Q3 25
$1.5B
Q2 25
$866.0M
$1.5B
Q1 25
$2.0B
Q4 24
$1.4B
Q3 24
$1.5B
Q2 24
$908.0M
$1.5B
Q1 24
$2.1B
Net Profit
BIPC
BIPC
DDS
DDS
Q4 25
$129.8M
Q3 25
$72.8M
Q2 25
$-309.0M
$163.8M
Q1 25
$214.4M
Q4 24
$124.6M
Q3 24
$74.5M
Q2 24
$643.0M
$180.0M
Q1 24
$250.5M
Gross Margin
BIPC
BIPC
DDS
DDS
Q4 25
43.4%
Q3 25
36.6%
Q2 25
65.0%
43.9%
Q1 25
34.9%
Q4 24
42.6%
Q3 24
37.6%
Q2 24
63.8%
44.6%
Q1 24
36.6%
Operating Margin
BIPC
BIPC
DDS
DDS
Q4 25
11.5%
Q3 25
6.2%
Q2 25
62.7%
14.0%
Q1 25
11.7%
Q4 24
11.4%
Q3 24
6.5%
Q2 24
61.9%
15.2%
Q1 24
13.3%
Net Margin
BIPC
BIPC
DDS
DDS
Q4 25
8.8%
Q3 25
4.8%
Q2 25
-35.7%
10.7%
Q1 25
10.6%
Q4 24
8.7%
Q3 24
5.0%
Q2 24
70.8%
11.6%
Q1 24
11.8%
EPS (diluted)
BIPC
BIPC
DDS
DDS
Q4 25
$8.31
Q3 25
$4.66
Q2 25
$10.39
Q1 25
$13.41
Q4 24
$7.73
Q3 24
$4.59
Q2 24
$11.09
Q1 24
$15.41

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BIPC
BIPC
DDS
DDS
Cash + ST InvestmentsLiquidity on hand
$1.2B
$1.1B
Total DebtLower is stronger
Stockholders' EquityBook value
$2.2B
$2.0B
Total Assets
$23.9B
$4.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BIPC
BIPC
DDS
DDS
Q4 25
$1.1B
Q3 25
$1.0B
Q2 25
$1.2B
$900.5M
Q1 25
$717.9M
Q4 24
$980.4M
Q3 24
$946.7M
Q2 24
$466.0M
$817.8M
Q1 24
$808.3M
Stockholders' Equity
BIPC
BIPC
DDS
DDS
Q4 25
$2.0B
Q3 25
$1.9B
Q2 25
$2.2B
$1.9B
Q1 25
$1.8B
Q4 24
$2.0B
Q3 24
$1.9B
Q2 24
$3.5B
$1.9B
Q1 24
$1.7B
Total Assets
BIPC
BIPC
DDS
DDS
Q4 25
$4.3B
Q3 25
$3.7B
Q2 25
$23.9B
$3.9B
Q1 25
$3.5B
Q4 24
$4.1B
Q3 24
$3.7B
Q2 24
$23.7B
$3.9B
Q1 24
$3.4B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BIPC
BIPC
DDS
DDS
Operating Cash FlowLast quarter
$478.0M
$186.5M
Free Cash FlowOCF − Capex
$156.2M
FCF MarginFCF / Revenue
10.6%
Capex IntensityCapex / Revenue
2.1%
Cash ConversionOCF / Net Profit
1.44×
TTM Free Cash FlowTrailing 4 quarters
$781.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BIPC
BIPC
DDS
DDS
Q4 25
$186.5M
Q3 25
$86.8M
Q2 25
$478.0M
$232.6M
Q1 25
$364.7M
Q4 24
$173.5M
Q3 24
$-68.4M
Q2 24
$511.0M
$244.4M
Q1 24
$436.5M
Free Cash Flow
BIPC
BIPC
DDS
DDS
Q4 25
$156.2M
Q3 25
$60.1M
Q2 25
$215.8M
Q1 25
$349.3M
Q4 24
$145.4M
Q3 24
$-94.3M
Q2 24
$209.2M
Q1 24
$408.2M
FCF Margin
BIPC
BIPC
DDS
DDS
Q4 25
10.6%
Q3 25
4.0%
Q2 25
14.1%
Q1 25
17.3%
Q4 24
10.2%
Q3 24
-6.3%
Q2 24
13.5%
Q1 24
19.2%
Capex Intensity
BIPC
BIPC
DDS
DDS
Q4 25
2.1%
Q3 25
1.8%
Q2 25
1.1%
Q1 25
0.8%
Q4 24
2.0%
Q3 24
1.7%
Q2 24
2.3%
Q1 24
1.3%
Cash Conversion
BIPC
BIPC
DDS
DDS
Q4 25
1.44×
Q3 25
1.19×
Q2 25
1.42×
Q1 25
1.70×
Q4 24
1.39×
Q3 24
-0.92×
Q2 24
0.79×
1.36×
Q1 24
1.74×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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