vs
Brookfield Infrastructure Partners L.P.(BIP)与GFL Environmental Inc.(GFL)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GFL Environmental Inc.的1.1倍($5.4B vs $4.9B),Brookfield Infrastructure Partners L.P.净利率更高(4.6% vs -13.9%,领先18.6%)
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。
GFL Environmental Inc.是美加跨国废弃物管理企业,2007年成立于加拿大安大略省沃恩市,现总部设于美国佛罗里达州迈阿密海滩。公司业务覆盖加拿大所有省份及美国大部分区域,现有员工超2万人,面向市政、住宅、工商业及机构客户提供专业环境服务。
BIP vs GFL — 直观对比
营收规模更大
BIP
是对方的1.1倍
$4.9B
净利率更高
BIP
高出18.6%
-13.9%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $4.9B |
| 净利润 | $252.0M | $-686.1M |
| 毛利率 | 26.4% | — |
| 营业利润率 | 24.4% | — |
| 净利率 | 4.6% | -13.9% |
| 营收同比 | 5.7% | — |
| 净利润同比 | 37.0% | — |
| 每股收益(稀释后) | $-0.03 | — |
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
GFL
| Q3 25 | — | $4.9B | ||
| Q2 25 | $5.4B | $3.2B | ||
| Q1 25 | — | $1.6B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | $5.1B | $3.9B | ||
| Q1 24 | — | $1.8B | ||
| Q2 23 | $4.3B | — | ||
| Q2 22 | $3.7B | — |
净利润
BIP
GFL
| Q3 25 | — | $-686.1M | ||
| Q2 25 | $252.0M | $-727.7M | ||
| Q1 25 | — | $-195.8M | ||
| Q3 24 | — | $94.3M | ||
| Q2 24 | $184.0M | — | ||
| Q1 24 | — | $-217.8M | ||
| Q2 23 | $773.0M | — | ||
| Q2 22 | $425.0M | — |
毛利率
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | 26.4% | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 24.6% | — | ||
| Q1 24 | — | — | ||
| Q2 23 | 22.9% | — | ||
| Q2 22 | 26.3% | — |
营业利润率
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | 24.4% | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 22.8% | — | ||
| Q1 24 | — | — | ||
| Q2 23 | 20.4% | — | ||
| Q2 22 | 23.4% | — |
净利率
BIP
GFL
| Q3 25 | — | -13.9% | ||
| Q2 25 | 4.6% | -22.5% | ||
| Q1 25 | — | -12.6% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | — | -12.1% | ||
| Q2 23 | 18.2% | — | ||
| Q2 22 | 11.5% | — |
每股收益(稀释后)
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | $-0.03 | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.10 | — | ||
| Q1 24 | — | — | ||
| Q2 23 | $0.38 | — | ||
| Q2 22 | $0.13 | — |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $29.6B | — |
| 总资产 | $108.7B | — |
| 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
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | — | — | ||
| Q2 23 | $1.4B | — | ||
| Q2 22 | $1.3B | — |
股东权益
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | $29.6B | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $30.1B | — | ||
| Q1 24 | — | — | ||
| Q2 23 | $28.6B | — | ||
| Q2 22 | $26.0B | — |
总资产
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | $108.7B | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $100.9B | — | ||
| Q1 24 | — | — | ||
| Q2 23 | $81.7B | — | ||
| Q2 22 | $73.9B | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | — | — | ||
| Q2 23 | $970.0M | — | ||
| Q2 22 | $734.0M | — |
现金转化率
BIP
GFL
| Q3 25 | — | — | ||
| Q2 25 | 4.72× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.74× | — | ||
| Q1 24 | — | — | ||
| Q2 23 | 1.25× | — | ||
| Q2 22 | 1.73× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图