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艾仕得(AXTA)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
艾仕得的季度营收约是Brookfield Infrastructure Corp的5.9倍($5.1B vs $866.0M),艾仕得净利率更高(1.8% vs -35.7%,领先37.5%),艾仕得同比增速更快(-0.6% vs -4.6%)
艾仕得是源自美国的专业涂料供应商,总部位于宾夕法尼亚州费城,注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产,业务覆盖全球130个国家,拥有近1.3万名员工,服务超10万家客户。
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。
AXTA vs BIPC — 直观对比
营收规模更大
AXTA
是对方的5.9倍
$866.0M
营收增速更快
AXTA
高出4.0%
-4.6%
净利率更高
AXTA
高出37.5%
-35.7%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.1B | $866.0M |
| 净利润 | $91.0M | $-309.0M |
| 毛利率 | 83.6% | 65.0% |
| 营业利润率 | 2.9% | 62.7% |
| 净利率 | 1.8% | -35.7% |
| 营收同比 | -0.6% | -4.6% |
| 净利润同比 | -9.1% | -148.1% |
| 每股收益(稀释后) | $0.42 | — |
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
AXTA
BIPC
| Q1 26 | $5.1B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | $866.0M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.4B | $908.0M |
净利润
AXTA
BIPC
| Q1 26 | $91.0M | — | ||
| Q4 25 | $60.0M | — | ||
| Q3 25 | $110.0M | — | ||
| Q2 25 | $109.0M | $-309.0M | ||
| Q1 25 | $99.0M | — | ||
| Q4 24 | $137.0M | — | ||
| Q3 24 | $101.0M | — | ||
| Q2 24 | $112.0M | $643.0M |
毛利率
AXTA
BIPC
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 35.0% | 65.0% | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 34.1% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 34.0% | 63.8% |
营业利润率
AXTA
BIPC
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 14.8% | 62.7% | ||
| Q1 25 | 13.9% | — | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 15.2% | 61.9% |
净利率
AXTA
BIPC
| Q1 26 | 1.8% | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 8.4% | -35.7% | ||
| Q1 25 | 7.8% | — | ||
| Q4 24 | 10.5% | — | ||
| Q3 24 | 7.7% | — | ||
| Q2 24 | 8.3% | 70.8% |
每股收益(稀释后)
AXTA
BIPC
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.28 | — | ||
| Q3 25 | $0.51 | — | ||
| Q2 25 | $0.50 | — | ||
| Q1 25 | $0.45 | — | ||
| Q4 24 | $0.63 | — | ||
| Q3 24 | $0.46 | — | ||
| Q2 24 | $0.51 | — |
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 | $608.0M | $1.2B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $2.5B | $2.2B |
| 总资产 | $7.6B | $23.9B |
| 负债/权益比越低杠杆越低 | 1.27× | — |
8季度趋势,按日历期对齐
现金及短期投资
AXTA
BIPC
| Q1 26 | $608.0M | — | ||
| Q4 25 | $657.0M | — | ||
| Q3 25 | $606.0M | — | ||
| Q2 25 | $625.0M | $1.2B | ||
| Q1 25 | $575.0M | — | ||
| Q4 24 | $593.0M | — | ||
| Q3 24 | $567.0M | — | ||
| Q2 24 | $840.0M | $466.0M |
总债务
AXTA
BIPC
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — |
股东权益
AXTA
BIPC
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | $2.2B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | $3.5B |
总资产
AXTA
BIPC
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | — | ||
| Q3 25 | $7.8B | — | ||
| Q2 25 | $7.8B | $23.9B | ||
| Q1 25 | $7.4B | — | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $7.5B | — | ||
| Q2 24 | $7.3B | $23.7B |
负债/权益比
AXTA
BIPC
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 2.02× | — |
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 | — | $478.0M |
| 自由现金流经营现金流 - 资本支出 | $21.0M | — |
| 自由现金流率自由现金流/营收 | 0.4% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $491.0M | — |
8季度趋势,按日历期对齐
经营现金流
AXTA
BIPC
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | — | ||
| Q3 25 | $137.0M | — | ||
| Q2 25 | $142.0M | $478.0M | ||
| Q1 25 | $26.0M | — | ||
| Q4 24 | $234.0M | — | ||
| Q3 24 | $194.0M | — | ||
| Q2 24 | $114.0M | $511.0M |
自由现金流
AXTA
BIPC
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | — | ||
| Q3 25 | $87.0M | — | ||
| Q2 25 | $97.0M | — | ||
| Q1 25 | $-17.0M | — | ||
| Q4 24 | $172.0M | — | ||
| Q3 24 | $161.0M | — | ||
| Q2 24 | $91.0M | — |
自由现金流率
AXTA
BIPC
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | -1.3% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 12.2% | — | ||
| Q2 24 | 6.7% | — |
资本支出强度
AXTA
BIPC
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率
AXTA
BIPC
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 1.02× | 0.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图