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AAR CORP（AIR）与Brookfield Infrastructure Corp（BIPC）财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Corp的季度营收约是AAR CORP的1.1倍（$866.0M vs $795.3M），AAR CORP净利率更高（4.4% vs -35.7%，领先40.0%），AAR CORP同比增速更快（15.9% vs -4.6%）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
布鲁克菲尔德基础设施合伙公司是一家公开上市的有限合伙企业，总部位于加拿大多伦多，核心业务为在全球范围内开展基础设施资产的收购、运营与管理，在全球基础设施投资领域拥有深厚的行业积累与较强的市场影响力。
AIR vs BIPC — 直观对比
营收规模更大
BIPC
是对方的1.1倍
$795.3M
营收增速更快
AIR
高出20.5%
-4.6%
净利率更高
AIR
高出40.0%
-35.7%
损益表 — Q2 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $866.0M |
| 净利润 | $34.6M | $-309.0M |
| 毛利率 | 19.7% | 65.0% |
| 营业利润率 | 6.0% | 62.7% |
| 净利率 | 4.4% | -35.7% |
| 营收同比 | 15.9% | -4.6% |
| 净利润同比 | 213.1% | -148.1% |
| 每股收益（稀释后） | $0.90 | — |
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AIRBIPC
| Q4 25 | $795.3M | — | ||
| Q3 25 | $739.6M | — | ||
| Q2 25 | — | $866.0M | ||
| Q2 24 | — | $908.0M | ||
| Q2 23 | — | $538.0M | ||
| Q2 22 | — | $479.0M |
净利润AIRBIPC
| Q4 25 | $34.6M | — | ||
| Q3 25 | $34.4M | — | ||
| Q2 25 | — | $-309.0M | ||
| Q2 24 | — | $643.0M | ||
| Q2 23 | — | $-154.0M | ||
| Q2 22 | — | $842.0M |
毛利率AIRBIPC
| Q4 25 | 19.7% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | — | 65.0% | ||
| Q2 24 | — | 63.8% | ||
| Q2 23 | — | 72.3% | ||
| Q2 22 | — | 72.7% |
营业利润率AIRBIPC
| Q4 25 | 6.0% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | — | 62.7% | ||
| Q2 24 | — | 61.9% | ||
| Q2 23 | — | 69.1% | ||
| Q2 22 | — | 69.1% |
净利率AIRBIPC
| Q4 25 | 4.4% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | — | -35.7% | ||
| Q2 24 | — | 70.8% | ||
| Q2 23 | — | -28.6% | ||
| Q2 22 | — | 175.8% |
每股收益（稀释后）AIRBIPC
| Q4 25 | $0.90 | — | ||
| Q3 25 | $0.95 | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
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 | $75.6M | $1.2B |
| 总债务越低越好 | $952.7M | — |
| 股东权益账面价值 | $1.6B | $2.2B |
| 总资产 | $3.2B | $23.9B |
| 负债/权益比越低杠杆越低 | 0.61× | — |
8季度趋势，按日历期对齐
现金及短期投资AIRBIPC
| Q4 25 | $75.6M | — | ||
| Q3 25 | $80.0M | — | ||
| Q2 25 | — | $1.2B | ||
| Q2 24 | — | $466.0M | ||
| Q2 23 | — | $356.0M | ||
| Q2 22 | — | $512.0M |
总债务AIRBIPC
| Q4 25 | $952.7M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
股东权益AIRBIPC
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | — | $2.2B | ||
| Q2 24 | — | $3.5B | ||
| Q2 23 | — | $-764.0M | ||
| Q2 22 | — | $-1.1B |
总资产AIRBIPC
| Q4 25 | $3.2B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | — | $23.9B | ||
| Q2 24 | — | $23.7B | ||
| Q2 23 | — | $11.0B | ||
| Q2 22 | — | $10.0B |
负债/权益比AIRBIPC
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $13.6M | $478.0M |
| 自由现金流经营现金流 - 资本支出 | $6.2M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AIRBIPC
| Q4 25 | $13.6M | — | ||
| Q3 25 | $-44.9M | — | ||
| Q2 25 | — | $478.0M | ||
| Q2 24 | — | $511.0M | ||
| Q2 23 | — | $265.0M | ||
| Q2 22 | — | $232.0M |
自由现金流AIRBIPC
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-53.6M | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率AIRBIPC
| Q4 25 | 0.8% | — | ||
| Q3 25 | -7.2% | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度AIRBIPC
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率AIRBIPC
| Q4 25 | 0.39× | — | ||
| Q3 25 | -1.31× | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | 0.79× | ||
| Q2 23 | — | — | ||
| Q2 22 | — | 0.28× |
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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
BIPC
暂无分部数据
