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Brookfield Infrastructure Partners L.P.（BIP）与DoorDash（DASH）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DoorDash的1.3倍（$5.4B vs $4.0B），DoorDash净利率更高（7.1% vs 4.6%，领先2.4%），DoorDash同比增速更快（8.3% 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。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
BIP vs DASH — 直观对比
营收规模更大
BIP
是对方的1.3倍
$4.0B
营收增速更快
DASH
高出2.6%
5.7%
净利率更高
DASH
高出2.4%
4.6%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $4.0B |
| 净利润 | $252.0M | $285.0M |
| 毛利率 | 26.4% | 39.8% |
| 营业利润率 | 24.4% | 3.7% |
| 净利率 | 4.6% | 7.1% |
| 营收同比 | 5.7% | 8.3% |
| 净利润同比 | 37.0% | 47.7% |
| 每股收益（稀释后） | $-0.03 | $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BIPDASH
| Q1 26 | — | $4.0B | ||
| Q4 25 | — | $4.0B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $5.4B | $3.3B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | $5.1B | $2.6B |
净利润BIPDASH
| Q1 26 | — | $285.0M | ||
| Q4 25 | — | $213.0M | ||
| Q3 25 | — | $244.0M | ||
| Q2 25 | $252.0M | $285.0M | ||
| Q1 25 | — | $193.0M | ||
| Q4 24 | — | $141.0M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | $184.0M | $-157.0M |
毛利率BIPDASH
| Q1 26 | — | 39.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 24.6% | — |
营业利润率BIPDASH
| Q1 26 | — | 3.7% | ||
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | 24.4% | 5.0% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 22.8% | -7.6% |
净利率BIPDASH
| Q1 26 | — | 7.1% | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | 4.6% | 8.7% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | 3.6% | -6.0% |
每股收益（稀释后）BIPDASH
| Q1 26 | — | $0.42 | ||
| Q4 25 | — | $0.49 | ||
| Q3 25 | — | $0.55 | ||
| Q2 25 | $-0.03 | $0.65 | ||
| Q1 25 | — | $0.44 | ||
| Q4 24 | — | $0.35 | ||
| Q3 24 | — | $0.38 | ||
| Q2 24 | $-0.10 | $-0.38 |
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 | $5.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $29.6B | $10.2B |
| 总资产 | $108.7B | $19.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BIPDASH
| Q1 26 | — | $5.5B | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | $2.3B | $3.9B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | $1.3B | $3.4B |
股东权益BIPDASH
| Q1 26 | — | $10.2B | ||
| Q4 25 | — | $10.0B | ||
| Q3 25 | — | $9.5B | ||
| Q2 25 | $29.6B | $8.9B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | $30.1B | $7.2B |
总资产BIPDASH
| Q1 26 | — | $19.7B | ||
| Q4 25 | — | $19.7B | ||
| Q3 25 | — | $18.0B | ||
| Q2 25 | $108.7B | $16.9B | ||
| Q1 25 | — | $13.6B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | — | $12.3B | ||
| Q2 24 | $100.9B | $11.8B |
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 | $504.0M |
| 自由现金流经营现金流 - 资本支出 | — | $355.0M |
| 自由现金流率自由现金流/营收 | — | 8.8% |
| 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 | 4.72× | 1.77× |
| 过去12个月自由现金流最近4个季度 | — | $2.0B |
8季度趋势，按日历期对齐
经营现金流BIPDASH
| Q1 26 | — | $504.0M | ||
| Q4 25 | — | $421.0M | ||
| Q3 25 | — | $871.0M | ||
| Q2 25 | $1.2B | $504.0M | ||
| Q1 25 | — | $635.0M | ||
| Q4 24 | — | $518.0M | ||
| Q3 24 | — | $531.0M | ||
| Q2 24 | $1.1B | $530.0M |
自由现金流BIPDASH
| Q1 26 | — | $355.0M | ||
| Q4 25 | — | $367.0M | ||
| Q3 25 | — | $808.0M | ||
| Q2 25 | — | $438.0M | ||
| Q1 25 | — | $561.0M | ||
| Q4 24 | — | $486.0M | ||
| Q3 24 | — | $499.0M | ||
| Q2 24 | — | $507.0M |
自由现金流率BIPDASH
| Q1 26 | — | 8.8% | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 23.4% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 18.5% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 19.3% |
资本支出强度BIPDASH
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% |
现金转化率BIPDASH
| Q1 26 | — | 1.77× | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | — | 3.57× | ||
| Q2 25 | 4.72× | 1.77× | ||
| Q1 25 | — | 3.29× | ||
| Q4 24 | — | 3.67× | ||
| Q3 24 | — | 3.28× | ||
| Q2 24 | 5.74× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
