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Brookfield Infrastructure Partners L.P.（BIP）与KOHLS Corp（KSS）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KOHLS Corp的1.5倍（$5.4B vs $3.6B），Brookfield Infrastructure Partners L.P.净利率更高（4.6% vs 0.2%，领先4.4%），Brookfield Infrastructure Partners L.P.同比增速更快（5.7% vs -3.6%）
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。
科尔士（Kohl's）是美国知名连锁百货零售商，目前在全美除夏威夷外的各州共开设1174家门店。品牌由波兰移民麦克斯韦·科尔创立，1927年他在威斯康星州密尔沃基开设了一家街角杂货店，在当地发展为成功的连锁品牌后，1962年公司开设首家百货门店，正式进军百货零售领域。
BIP vs KSS — 直观对比
营收规模更大
BIP
是对方的1.5倍
$3.6B
营收增速更快
BIP
高出9.3%
-3.6%
净利率更高
BIP
高出4.4%
0.2%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $3.6B |
| 净利润 | $252.0M | $8.0M |
| 毛利率 | 26.4% | 42.4% |
| 营业利润率 | 24.4% | 2.0% |
| 净利率 | 4.6% | 0.2% |
| 营收同比 | 5.7% | -3.6% |
| 净利润同比 | 37.0% | -63.6% |
| 每股收益（稀释后） | $-0.03 | $0.07 |
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BIPKSS
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $5.4B | $3.2B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | $5.1B | $3.4B | ||
| Q1 24 | — | $6.0B |
净利润BIPKSS
| Q4 25 | — | $8.0M | ||
| Q3 25 | — | $153.0M | ||
| Q2 25 | $252.0M | $-15.0M | ||
| Q1 25 | — | $48.0M | ||
| Q4 24 | — | $22.0M | ||
| Q3 24 | — | $66.0M | ||
| Q2 24 | $184.0M | $-27.0M | ||
| Q1 24 | — | $186.0M |
毛利率BIPKSS
| Q4 25 | — | 42.4% | ||
| Q3 25 | — | 43.3% | ||
| Q2 25 | 26.4% | 43.3% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 42.4% | ||
| Q3 24 | — | 43.0% | ||
| Q2 24 | 24.6% | 43.1% | ||
| Q1 24 | — | 35.2% |
营业利润率BIPKSS
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | 24.4% | 1.9% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | 22.8% | 1.3% | ||
| Q1 24 | — | 5.0% |
净利率BIPKSS
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | 4.6% | -0.5% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | 3.6% | -0.8% | ||
| Q1 24 | — | 3.1% |
每股收益（稀释后）BIPKSS
| Q4 25 | — | $0.07 | ||
| Q3 25 | — | $1.35 | ||
| Q2 25 | $-0.03 | $-0.13 | ||
| Q1 25 | — | $0.43 | ||
| Q4 24 | — | $0.20 | ||
| Q3 24 | — | $0.59 | ||
| Q2 24 | $-0.10 | $-0.24 | ||
| Q1 24 | — | $1.67 |
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 | $144.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $29.6B | $3.9B |
| 总资产 | $108.7B | $14.1B |
| 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BIPKSS
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | $174.0M | ||
| Q2 25 | $2.3B | $153.0M | ||
| Q1 25 | — | $134.0M | ||
| Q4 24 | — | $174.0M | ||
| Q3 24 | — | $231.0M | ||
| Q2 24 | $1.3B | $228.0M | ||
| Q1 24 | — | $183.0M |
股东权益BIPKSS
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | $29.6B | $3.8B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | $30.1B | $3.8B | ||
| Q1 24 | — | $3.9B |
总资产BIPKSS
| Q4 25 | — | $14.1B | ||
| Q3 25 | — | $13.4B | ||
| Q2 25 | $108.7B | $13.6B | ||
| Q1 25 | — | $13.6B | ||
| Q4 24 | — | $15.1B | ||
| Q3 24 | — | $14.2B | ||
| Q2 24 | $100.9B | $14.3B | ||
| Q1 24 | — | $14.0B |
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 | $124.0M |
| 自由现金流经营现金流 - 资本支出 | — | $16.0M |
| 自由现金流率自由现金流/营收 | — | 0.4% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | 4.72× | 15.50× |
| 过去12个月自由现金流最近4个季度 | — | $819.0M |
8季度趋势，按日历期对齐
经营现金流BIPKSS
| Q4 25 | — | $124.0M | ||
| Q3 25 | — | $598.0M | ||
| Q2 25 | $1.2B | $-92.0M | ||
| Q1 25 | — | $596.0M | ||
| Q4 24 | — | $-195.0M | ||
| Q3 24 | — | $254.0M | ||
| Q2 24 | $1.1B | $-7.0M | ||
| Q1 24 | — | $789.0M |
自由现金流BIPKSS
| Q4 25 | — | $16.0M | ||
| Q3 25 | — | $508.0M | ||
| Q2 25 | — | $-202.0M | ||
| Q1 25 | — | $497.0M | ||
| Q4 24 | — | $-323.0M | ||
| Q3 24 | — | $141.0M | ||
| Q2 24 | — | $-133.0M | ||
| Q1 24 | — | $707.0M |
自由现金流率BIPKSS
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | -6.2% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | -3.9% | ||
| Q1 24 | — | 11.9% |
资本支出强度BIPKSS
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | — | 1.4% |
现金转化率BIPKSS
| Q4 25 | — | 15.50× | ||
| Q3 25 | — | 3.91× | ||
| Q2 25 | 4.72× | — | ||
| Q1 25 | — | 12.42× | ||
| Q4 24 | — | -8.86× | ||
| Q3 24 | — | 3.85× | ||
| Q2 24 | 5.74× | — | ||
| Q1 24 | — | 4.24× |
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
KSS
| Products | $3.4B | 95% |
| Other | $168.0M | 5% |
| Gift Card | $17.0M | 0% |
