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Brookfield Infrastructure Partners L.P.（BIP）与江森自控（JCI）财务数据对比。点击上方公司名可切换其他公司
江森自控的季度营收约是Brookfield Infrastructure Partners L.P.的1.1倍（$5.8B vs $5.4B），江森自控净利率更高（9.0% vs 4.6%，领先4.4%），江森自控同比增速更快（6.8% 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。
江森自控是总部位于爱尔兰科克的跨国综合企业，专注于为各类建筑提供消防、暖通空调及安防设备，业务覆盖六大洲近2000个地点，2019年中期员工规模达10.5万人，曾位列2017年《财富》全球500强第389位。
BIP vs JCI — 直观对比
营收规模更大
JCI
是对方的1.1倍
$5.4B
营收增速更快
JCI
高出1.2%
5.7%
净利率更高
JCI
高出4.4%
4.6%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $5.8B |
| 净利润 | $252.0M | $524.0M |
| 毛利率 | 26.4% | 35.8% |
| 营业利润率 | 24.4% | — |
| 净利率 | 4.6% | 9.0% |
| 营收同比 | 5.7% | 6.8% |
| 净利润同比 | 37.0% | 25.1% |
| 每股收益（稀释后） | $-0.03 | $0.85 |
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BIPJCI
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | $5.4B | $6.1B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $5.1B | $7.2B | ||
| Q1 24 | — | $6.7B |
净利润BIPJCI
| Q4 25 | — | $524.0M | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $252.0M | $701.0M | ||
| Q1 25 | — | $478.0M | ||
| Q4 24 | — | $419.0M | ||
| Q3 24 | — | $633.0M | ||
| Q2 24 | $184.0M | $975.0M | ||
| Q1 24 | — | $-277.0M |
毛利率BIPJCI
| Q4 25 | — | 35.8% | ||
| Q3 25 | — | 36.5% | ||
| Q2 25 | 26.4% | 37.1% | ||
| Q1 25 | — | 36.5% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 48.4% | ||
| Q2 24 | 24.6% | 34.4% | ||
| Q1 24 | — | 32.6% |
营业利润率BIPJCI
| Q4 25 | — | — | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | 24.4% | 11.6% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 22.8% | 17.7% | ||
| Q1 24 | — | -5.4% |
净利率BIPJCI
| Q4 25 | — | 9.0% | ||
| Q3 25 | — | 26.3% | ||
| Q2 25 | 4.6% | 11.6% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | 3.6% | 13.5% | ||
| Q1 24 | — | -4.1% |
每股收益（稀释后）BIPJCI
| Q4 25 | — | $0.85 | ||
| Q3 25 | — | $2.61 | ||
| Q2 25 | $-0.03 | $1.07 | ||
| Q1 25 | — | $0.72 | ||
| Q4 24 | — | $0.63 | ||
| Q3 24 | — | $0.93 | ||
| Q2 24 | $-0.10 | $1.45 | ||
| Q1 24 | — | $-0.41 |
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 | $552.0M |
| 总债务越低越好 | — | $8.7B |
| 股东权益账面价值 | $29.6B | $13.2B |
| 总资产 | $108.7B | $38.0B |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资BIPJCI
| Q4 25 | — | $552.0M | ||
| Q3 25 | — | $379.0M | ||
| Q2 25 | $2.3B | $731.0M | ||
| Q1 25 | — | $795.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $606.0M | ||
| Q2 24 | $1.3B | $862.0M | ||
| Q1 24 | — | $843.0M |
总债务BIPJCI
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | — | $8.4B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | — | $8.6B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $7.9B | ||
| Q1 24 | — | $7.3B |
股东权益BIPJCI
| Q4 25 | — | $13.2B | ||
| Q3 25 | — | $12.9B | ||
| Q2 25 | $29.6B | $15.8B | ||
| Q1 25 | — | $15.8B | ||
| Q4 24 | — | $15.9B | ||
| Q3 24 | — | $16.1B | ||
| Q2 24 | $30.1B | $16.0B | ||
| Q1 24 | — | $15.7B |
总资产BIPJCI
| Q4 25 | — | $38.0B | ||
| Q3 25 | — | $37.9B | ||
| Q2 25 | $108.7B | $43.4B | ||
| Q1 25 | — | $42.4B | ||
| Q4 24 | — | $42.1B | ||
| Q3 24 | — | $42.7B | ||
| Q2 24 | $100.9B | $43.3B | ||
| Q1 24 | — | $43.5B |
负债/权益比BIPJCI
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.52× | ||
| Q4 24 | — | 0.54× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 0.49× | ||
| Q1 24 | — | 0.47× |
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 | $611.0M |
| 自由现金流经营现金流 - 资本支出 | — | $531.0M |
| 自由现金流率自由现金流/营收 | — | 9.2% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | 4.72× | 1.17× |
| 过去12个月自由现金流最近4个季度 | — | $2.5B |
8季度趋势，按日历期对齐
经营现金流BIPJCI
| Q4 25 | — | $611.0M | ||
| Q3 25 | — | $968.0M | ||
| Q2 25 | $1.2B | $787.0M | ||
| Q1 25 | — | $550.0M | ||
| Q4 24 | — | $249.0M | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $1.1B | $1.0B | ||
| Q1 24 | — | $-203.0M |
自由现金流BIPJCI
| Q4 25 | — | $531.0M | ||
| Q3 25 | — | $838.0M | ||
| Q2 25 | — | $693.0M | ||
| Q1 25 | — | $456.0M | ||
| Q4 24 | — | $133.0M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $922.0M | ||
| Q1 24 | — | $-336.0M |
自由现金流率BIPJCI
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 40.4% | ||
| Q2 24 | — | 12.8% | ||
| Q1 24 | — | -5.0% |
资本支出强度BIPJCI
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 2.0% |
现金转化率BIPJCI
| Q4 25 | — | 1.17× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | 4.72× | 1.12× | ||
| Q1 25 | — | 1.15× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | 5.74× | 1.05× | ||
| Q1 24 | — | — |
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
JCI
| Productsand Systems | $3.9B | 67% |
| Services | $1.9B | 33% |
