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AvalonBay Communities（AVB）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AvalonBay Communities的1.1倍（$866.0M vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs -35.7%，领先9076.3%），AvalonBay Communities同比增速更快（3.7% vs -4.6%）
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
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。
AVB vs BIPC — 直观对比
营收规模更大
BIPC
是对方的1.1倍
$767.9M
营收增速更快
AVB
高出8.3%
-4.6%
净利率更高
AVB
高出9076.3%
-35.7%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $866.0M |
| 净利润 | $166.0M | $-309.0M |
| 毛利率 | — | 65.0% |
| 营业利润率 | 64.2% | 62.7% |
| 净利率 | 9040.6% | -35.7% |
| 营收同比 | 3.7% | -4.6% |
| 净利润同比 | -41.2% | -148.1% |
| 每股收益（稀释后） | $1.18 | — |
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AVBBIPC
| Q4 25 | $767.9M | — | ||
| Q3 25 | $766.8M | — | ||
| Q2 25 | $760.2M | $866.0M | ||
| Q1 25 | $745.9M | — | ||
| Q4 24 | $740.5M | — | ||
| Q3 24 | $734.3M | — | ||
| Q2 24 | $726.0M | $908.0M | ||
| Q1 24 | $712.9M | — |
净利润AVBBIPC
| Q4 25 | $166.0M | — | ||
| Q3 25 | $381.3M | — | ||
| Q2 25 | $268.7M | $-309.0M | ||
| Q1 25 | $236.6M | — | ||
| Q4 24 | $282.1M | — | ||
| Q3 24 | $372.5M | — | ||
| Q2 24 | $253.9M | $643.0M | ||
| Q1 24 | $173.4M | — |
毛利率AVBBIPC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 65.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 63.8% | ||
| Q1 24 | — | — |
营业利润率AVBBIPC
| Q4 25 | 64.2% | — | ||
| Q3 25 | 65.7% | — | ||
| Q2 25 | 67.6% | 62.7% | ||
| Q1 25 | 68.5% | — | ||
| Q4 24 | 63.1% | — | ||
| Q3 24 | 65.4% | — | ||
| Q2 24 | 66.6% | 61.9% | ||
| Q1 24 | 67.2% | — |
净利率AVBBIPC
| Q4 25 | 9040.6% | — | ||
| Q3 25 | 49.7% | — | ||
| Q2 25 | 35.3% | -35.7% | ||
| Q1 25 | 31.7% | — | ||
| Q4 24 | 38.1% | — | ||
| Q3 24 | 50.7% | — | ||
| Q2 24 | 35.0% | 70.8% | ||
| Q1 24 | 24.3% | — |
每股收益（稀释后）AVBBIPC
| Q4 25 | $1.18 | — | ||
| Q3 25 | $2.68 | — | ||
| Q2 25 | $1.88 | — | ||
| Q1 25 | $1.66 | — | ||
| Q4 24 | $1.99 | — | ||
| Q3 24 | $2.61 | — | ||
| Q2 24 | $1.78 | — | ||
| Q1 24 | $1.22 | — |
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 | $187.2M | $1.2B |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $2.2B |
| 总资产 | $22.2B | $23.9B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
现金及短期投资AVBBIPC
| Q4 25 | $187.2M | — | ||
| Q3 25 | $123.3M | — | ||
| Q2 25 | $102.8M | $1.2B | ||
| Q1 25 | $53.3M | — | ||
| Q4 24 | $108.6M | — | ||
| Q3 24 | $552.4M | — | ||
| Q2 24 | $545.8M | $466.0M | ||
| Q1 24 | $287.9M | — |
总债务AVBBIPC
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
股东权益AVBBIPC
| Q4 25 | $11.6B | — | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $11.9B | $2.2B | ||
| Q1 25 | $11.9B | — | ||
| Q4 24 | $11.9B | — | ||
| Q3 24 | $11.9B | — | ||
| Q2 24 | $11.7B | $3.5B | ||
| Q1 24 | $11.7B | — |
总资产AVBBIPC
| Q4 25 | $22.2B | — | ||
| Q3 25 | $21.9B | — | ||
| Q2 25 | $21.8B | $23.9B | ||
| Q1 25 | $21.2B | — | ||
| Q4 24 | $21.0B | — | ||
| Q3 24 | $21.3B | — | ||
| Q2 24 | $21.0B | $23.7B | ||
| Q1 24 | $20.6B | — |
负债/权益比AVBBIPC
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $1.7B | $478.0M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | — |
| 自由现金流率自由现金流/营收 | 183.5% | — |
| 资本支出强度资本支出/营收 | 34.1% | — |
| 现金转化率经营现金流/净利润 | 10.07× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流AVBBIPC
| Q4 25 | $1.7B | — | ||
| Q3 25 | $477.0M | — | ||
| Q2 25 | $377.8M | $478.0M | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $486.2M | — | ||
| Q2 24 | $380.0M | $511.0M | ||
| Q1 24 | $412.9M | — |
自由现金流AVBBIPC
| Q4 25 | $1.4B | — | ||
| Q3 25 | $402.2M | — | ||
| Q2 25 | $317.1M | — | ||
| Q1 25 | $367.5M | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $434.2M | — | ||
| Q2 24 | $333.0M | — | ||
| Q1 24 | $375.4M | — |
自由现金流率AVBBIPC
| Q4 25 | 183.5% | — | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 191.0% | — | ||
| Q3 24 | 59.1% | — | ||
| Q2 24 | 45.9% | — | ||
| Q1 24 | 52.7% | — |
资本支出强度AVBBIPC
| Q4 25 | 34.1% | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 6.5% | — | ||
| Q1 24 | 5.3% | — |
现金转化率AVBBIPC
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | 0.79× | ||
| Q1 24 | 2.38× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
