vs
Side-by-side financial comparison of Brookfield Infrastructure Corp (BIPC) and TIMKEN CO (TKR). Click either name above to swap in a different company.
TIMKEN CO is the larger business by last-quarter revenue ($1.1B vs $866.0M, roughly 1.3× Brookfield Infrastructure Corp). TIMKEN CO runs the higher net margin — 5.6% vs -35.7%, a 41.3% gap on every dollar of revenue. On growth, TIMKEN CO posted the faster year-over-year revenue change (3.5% 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.
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
BIPC vs TKR — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $866.0M | $1.1B |
| Net Profit | $-309.0M | $62.3M |
| Gross Margin | 65.0% | 29.3% |
| Operating Margin | 62.7% | 9.8% |
| Net Margin | -35.7% | 5.6% |
| Revenue YoY | -4.6% | 3.5% |
| Net Profit YoY | -148.1% | -12.5% |
| EPS (diluted) | — | $0.89 |
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 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $866.0M | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $908.0M | $1.2B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | — | $62.3M | ||
| Q3 25 | — | $69.3M | ||
| Q2 25 | $-309.0M | $78.5M | ||
| Q1 25 | — | $78.3M | ||
| Q4 24 | — | $71.2M | ||
| Q3 24 | — | $81.8M | ||
| Q2 24 | $643.0M | $96.2M | ||
| Q1 24 | — | $103.5M |
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | 65.0% | 30.7% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 30.6% | ||
| Q2 24 | 63.8% | 31.6% | ||
| Q1 24 | — | 33.4% |
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | 62.7% | 12.6% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 10.5% | ||
| Q3 24 | — | 13.0% | ||
| Q2 24 | 61.9% | 14.1% | ||
| Q1 24 | — | 15.5% |
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | -35.7% | 6.7% | ||
| Q1 25 | — | 6.9% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | 70.8% | 8.1% | ||
| Q1 24 | — | 8.7% |
| Q4 25 | — | $0.89 | ||
| Q3 25 | — | $0.99 | ||
| Q2 25 | — | $1.12 | ||
| Q1 25 | — | $1.11 | ||
| Q4 24 | — | $1.01 | ||
| Q3 24 | — | $1.16 | ||
| Q2 24 | — | $1.36 | ||
| Q1 24 | — | $1.46 |
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 | $364.4M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $2.2B | $3.2B |
| Total Assets | $23.9B | $6.7B |
| Debt / EquityLower = less leverage | — | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $364.4M | ||
| Q3 25 | — | $449.1M | ||
| Q2 25 | $1.2B | $419.3M | ||
| Q1 25 | — | $376.1M | ||
| Q4 24 | — | $373.2M | ||
| Q3 24 | — | $412.7M | ||
| Q2 24 | $466.0M | $469.9M | ||
| Q1 24 | — | $421.9M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $2.2B | $3.1B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $3.5B | $2.8B | ||
| Q1 24 | — | $2.6B |
| Q4 25 | — | $6.7B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | $23.9B | $6.8B | ||
| Q1 25 | — | $6.6B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | $23.7B | $6.6B | ||
| Q1 24 | — | $6.5B |
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.83× |
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 | $183.3M |
| Free Cash FlowOCF − Capex | — | $140.7M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | — | 2.94× |
| TTM Free Cash FlowTrailing 4 quarters | — | $406.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $183.3M | ||
| Q3 25 | — | $201.1M | ||
| Q2 25 | $478.0M | $111.3M | ||
| Q1 25 | — | $58.6M | ||
| Q4 24 | — | $178.6M | ||
| Q3 24 | — | $123.2M | ||
| Q2 24 | $511.0M | $124.6M | ||
| Q1 24 | — | $49.3M |
| Q4 25 | — | $140.7M | ||
| Q3 25 | — | $163.8M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $23.4M | ||
| Q4 24 | — | $125.0M | ||
| Q3 24 | — | $88.2M | ||
| Q2 24 | — | $87.3M | ||
| Q1 24 | — | $5.2M |
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 0.4% |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 3.7% |
| Q4 25 | — | 2.94× | ||
| Q3 25 | — | 2.90× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.51× | ||
| Q3 24 | — | 1.51× | ||
| Q2 24 | 0.79× | 1.30× | ||
| Q1 24 | — | 0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BIPC
Segment breakdown not available.
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
