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百通(BDC)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的季度营收约是百通的1.2倍($866.0M vs $696.4M),百通净利率更高(7.3% vs -35.7%,领先43.0%),百通同比增速更快(11.4% vs -4.6%)
百通公司是美国上市跨国企业,专注于端到端网络、安全及连接产品的设计、生产与销售,业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域,为各行业客户提供可靠的通信连接相关产品与服务。
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。
BDC vs BIPC — 直观对比
营收规模更大
BIPC
是对方的1.2倍
$696.4M
营收增速更快
BDC
高出16.1%
-4.6%
净利率更高
BDC
高出43.0%
-35.7%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $696.4M | $866.0M |
| 净利润 | $51.0M | $-309.0M |
| 毛利率 | 37.1% | 65.0% |
| 营业利润率 | 11.2% | 62.7% |
| 净利率 | 7.3% | -35.7% |
| 营收同比 | 11.4% | -4.6% |
| 净利润同比 | -1.8% | -148.1% |
| 每股收益(稀释后) | $1.30 | — |
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
BDC
BIPC
| Q1 26 | $696.4M | — | ||
| Q4 25 | $720.1M | — | ||
| Q3 25 | $698.2M | — | ||
| Q2 25 | $672.0M | $866.0M | ||
| Q1 25 | $624.9M | — | ||
| Q4 24 | $666.0M | — | ||
| Q3 24 | $654.9M | — | ||
| Q2 24 | $604.3M | $908.0M |
净利润
BDC
BIPC
| Q1 26 | $51.0M | — | ||
| Q4 25 | $67.9M | — | ||
| Q3 25 | $56.7M | — | ||
| Q2 25 | $61.0M | $-309.0M | ||
| Q1 25 | $51.9M | — | ||
| Q4 24 | $58.4M | — | ||
| Q3 24 | $53.7M | — | ||
| Q2 24 | $49.0M | $643.0M |
毛利率
BDC
BIPC
| Q1 26 | 37.1% | — | ||
| Q4 25 | 36.6% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 38.5% | 65.0% | ||
| Q1 25 | 39.3% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 37.3% | — | ||
| Q2 24 | 37.5% | 63.8% |
营业利润率
BDC
BIPC
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 11.8% | 62.7% | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 11.4% | 61.9% |
净利率
BDC
BIPC
| Q1 26 | 7.3% | — | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 9.1% | -35.7% | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 8.1% | 70.8% |
每股收益(稀释后)
BDC
BIPC
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $1.41 | — | ||
| Q2 25 | $1.53 | — | ||
| Q1 25 | $1.27 | — | ||
| Q4 24 | $1.41 | — | ||
| Q3 24 | $1.30 | — | ||
| Q2 24 | $1.19 | — |
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 | $272.2M | $1.2B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.3B | $2.2B |
| 总资产 | — | $23.9B |
| 负债/权益比越低杠杆越低 | 0.98× | — |
8季度趋势,按日历期对齐
现金及短期投资
BDC
BIPC
| Q1 26 | $272.2M | — | ||
| Q4 25 | $389.9M | — | ||
| Q3 25 | $314.3M | — | ||
| Q2 25 | $301.5M | $1.2B | ||
| Q1 25 | $259.0M | — | ||
| Q4 24 | $370.3M | — | ||
| Q3 24 | $323.0M | — | ||
| Q2 24 | $564.8M | $466.0M |
总债务
BDC
BIPC
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BDC
BIPC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | $3.5B |
总资产
BDC
BIPC
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | $23.9B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.5B | $23.7B |
负债/权益比
BDC
BIPC
| Q1 26 | 0.98× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-63.1M | — |
| 自由现金流率自由现金流/营收 | -9.1% | — |
| 资本支出强度资本支出/营收 | 6.4% | — |
| 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 | $180.4M | — |
8季度趋势,按日历期对齐
经营现金流
BDC
BIPC
| Q1 26 | — | — | ||
| Q4 25 | $160.4M | — | ||
| Q3 25 | $105.0M | — | ||
| Q2 25 | $82.0M | $478.0M | ||
| Q1 25 | $7.4M | — | ||
| Q4 24 | $174.7M | — | ||
| Q3 24 | $91.7M | — | ||
| Q2 24 | $83.0M | $511.0M |
自由现金流
BDC
BIPC
| Q1 26 | $-63.1M | — | ||
| Q4 25 | $121.3M | — | ||
| Q3 25 | $65.3M | — | ||
| Q2 25 | $56.9M | — | ||
| Q1 25 | $-24.8M | — | ||
| Q4 24 | $116.4M | — | ||
| Q3 24 | $67.2M | — | ||
| Q2 24 | $61.0M | — |
自由现金流率
BDC
BIPC
| Q1 26 | -9.1% | — | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 8.5% | — | ||
| Q1 25 | -4.0% | — | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 10.1% | — |
资本支出强度
BDC
BIPC
| Q1 26 | 6.4% | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.6% | — |
现金转化率
BDC
BIPC
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | — | ||
| Q3 25 | 1.85× | — | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 2.99× | — | ||
| Q3 24 | 1.71× | — | ||
| Q2 24 | 1.69× | 0.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图