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Brookfield Infrastructure Partners L.P.(BIP)与高露洁棕榄(CL)财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Partners L.P.的季度营收约是高露洁棕榄的1.0倍($5.4B vs $5.2B),Brookfield Infrastructure Partners L.P.净利率更高(4.6% vs -0.7%,领先5.3%),高露洁棕榄同比增速更快(5.8% vs 5.7%)
布鲁克菲尔德基础设施合伙是一家上市有限合伙企业,总部位于加拿大多伦多,专注于全球范围内基础设施资产的收购与运营管理,投资覆盖交通、能源、数据基建等多个领域,具备成熟的全球化资产运营管理经验。
高露洁棕榄是总部位于美国纽约市曼哈顿中城公园大道的跨国消费品企业,主营家居清洁、医疗护理、个人护理、宠物护理等品类产品的生产、分销及相关服务,旗下产品行销全球多地,在日用消费领域拥有广泛的市场认可度。
BIP vs CL — 直观对比
营收规模更大
BIP
是对方的1.0倍
$5.2B
营收增速更快
CL
高出0.1%
5.7%
净利率更高
BIP
高出5.3%
-0.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $5.2B |
| 净利润 | $252.0M | $-36.0M |
| 毛利率 | 26.4% | 60.2% |
| 营业利润率 | 24.4% | 1.7% |
| 净利率 | 4.6% | -0.7% |
| 营收同比 | 5.7% | 5.8% |
| 净利润同比 | 37.0% | -104.9% |
| 每股收益(稀释后) | $-0.03 | $-0.04 |
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
BIP
CL
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $5.4B | $5.1B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | $5.1B | $5.1B | ||
| Q1 24 | — | $5.1B |
净利润
BIP
CL
| Q4 25 | — | $-36.0M | ||
| Q3 25 | — | $735.0M | ||
| Q2 25 | $252.0M | $743.0M | ||
| Q1 25 | — | $690.0M | ||
| Q4 24 | — | $738.0M | ||
| Q3 24 | — | $737.0M | ||
| Q2 24 | $184.0M | $731.0M | ||
| Q1 24 | — | $683.0M |
毛利率
BIP
CL
| Q4 25 | — | 60.2% | ||
| Q3 25 | — | 59.4% | ||
| Q2 25 | 26.4% | 60.1% | ||
| Q1 25 | — | 60.8% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 61.1% | ||
| Q2 24 | 24.6% | 60.6% | ||
| Q1 24 | — | 60.0% |
营业利润率
BIP
CL
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | 24.4% | 21.1% | ||
| Q1 25 | — | 21.9% | ||
| Q4 24 | — | 21.5% | ||
| Q3 24 | — | 21.2% | ||
| Q2 24 | 22.8% | 21.6% | ||
| Q1 24 | — | 20.7% |
净利率
BIP
CL
| Q4 25 | — | -0.7% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | 4.6% | 14.5% | ||
| Q1 25 | — | 14.1% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | 14.6% | ||
| Q2 24 | 3.6% | 14.5% | ||
| Q1 24 | — | 13.5% |
每股收益(稀释后)
BIP
CL
| Q4 25 | — | $-0.04 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | $-0.03 | $0.91 | ||
| Q1 25 | — | $0.85 | ||
| Q4 24 | — | $0.89 | ||
| Q3 24 | — | $0.90 | ||
| Q2 24 | $-0.10 | $0.89 | ||
| Q1 24 | — | $0.83 |
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 | $2.3B | $1.4B |
| 总债务越低越好 | — | $7.8B |
| 股东权益账面价值 | $29.6B | $54.0M |
| 总资产 | $108.7B | $16.3B |
| 负债/权益比越低杠杆越低 | — | 145.17× |
8季度趋势,按日历期对齐
现金及短期投资
BIP
CL
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $2.3B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | — | $1.1B |
总债务
BIP
CL
| Q4 25 | — | $7.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BIP
CL
| Q4 25 | — | $54.0M | ||
| Q3 25 | — | $856.0M | ||
| Q2 25 | $29.6B | $702.0M | ||
| Q1 25 | — | $363.0M | ||
| Q4 24 | — | $212.0M | ||
| Q3 24 | — | $435.0M | ||
| Q2 24 | $30.1B | $123.0M | ||
| Q1 24 | — | $230.0M |
总资产
BIP
CL
| Q4 25 | — | $16.3B | ||
| Q3 25 | — | $17.5B | ||
| Q2 25 | $108.7B | $17.5B | ||
| Q1 25 | — | $16.6B | ||
| Q4 24 | — | $16.0B | ||
| Q3 24 | — | $16.8B | ||
| Q2 24 | $100.9B | $16.5B | ||
| Q1 24 | — | $16.6B |
负债/权益比
BIP
CL
| Q4 25 | — | 145.17× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 33.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $1.2B | $1.5B |
| 自由现金流经营现金流 - 资本支出 | — | $1.3B |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | 4.72× | — |
| 过去12个月自由现金流最近4个季度 | — | $3.6B |
8季度趋势,按日历期对齐
经营现金流
BIP
CL
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $1.2B | $884.0M | ||
| Q1 25 | — | $600.0M | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $1.1B | $990.0M | ||
| Q1 24 | — | $681.0M |
自由现金流
BIP
CL
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $776.0M | ||
| Q1 25 | — | $476.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $873.0M | ||
| Q1 24 | — | $555.0M |
自由现金流率
BIP
CL
| Q4 25 | — | 24.4% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 21.9% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 17.3% | ||
| Q1 24 | — | 11.0% |
资本支出强度
BIP
CL
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 2.5% |
现金转化率
BIP
CL
| Q4 25 | — | — | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | 4.72× | 1.19× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 1.72× | ||
| Q3 24 | — | 1.58× | ||
| Q2 24 | 5.74× | 1.35× | ||
| Q1 24 | — | 1.00× |
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
BIP
暂无分部数据
CL
| Other | $3.0B | 58% |
| Pet Nutrition | $1.2B | 23% |
| Oral Personal And Home Care | $1.0B | 20% |