vs
Brookfield Infrastructure Partners L.P.（BIP）与Kenvue（KVUE）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Kenvue的1.4倍（$5.4B vs $3.8B），Kenvue净利率更高（8.7% vs 4.6%，领先4.1%），Brookfield Infrastructure Partners L.P.同比增速更快（5.7% vs 3.2%）
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。
Kenvue是美国消费者健康企业，前身为强生集团消费者健康业务部门，旗下拥有邦迪、李施德林、露得清、泰诺、强生婴儿、仙特明等诸多知名消费健康品牌，总部现位于美国新泽西州萨米特。
BIP vs KVUE — 直观对比
营收规模更大
BIP
是对方的1.4倍
$3.8B
营收增速更快
BIP
高出2.4%
3.2%
净利率更高
KVUE
高出4.1%
4.6%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $3.8B |
| 净利润 | $252.0M | $330.0M |
| 毛利率 | 26.4% | 56.5% |
| 营业利润率 | 24.4% | 14.2% |
| 净利率 | 4.6% | 8.7% |
| 营收同比 | 5.7% | 3.2% |
| 净利润同比 | 37.0% | 12.6% |
| 每股收益（稀释后） | $-0.03 | $0.16 |
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BIPKVUE
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | $5.4B | $3.8B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | $5.1B | $4.0B | ||
| Q1 24 | — | $3.9B |
净利润BIPKVUE
| Q4 25 | — | $330.0M | ||
| Q3 25 | — | $398.0M | ||
| Q2 25 | $252.0M | $420.0M | ||
| Q1 25 | — | $322.0M | ||
| Q4 24 | — | $293.0M | ||
| Q3 24 | — | $383.0M | ||
| Q2 24 | $184.0M | $58.0M | ||
| Q1 24 | — | $296.0M |
毛利率BIPKVUE
| Q4 25 | — | 56.5% | ||
| Q3 25 | — | 59.1% | ||
| Q2 25 | 26.4% | 58.9% | ||
| Q1 25 | — | 58.0% | ||
| Q4 24 | — | 56.5% | ||
| Q3 24 | — | 58.5% | ||
| Q2 24 | 24.6% | 59.1% | ||
| Q1 24 | — | 57.6% |
营业利润率BIPKVUE
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | 24.4% | 18.0% | ||
| Q1 25 | — | 14.9% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | 22.8% | 3.9% | ||
| Q1 24 | — | 14.1% |
净利率BIPKVUE
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | 4.6% | 10.9% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | 3.6% | 1.5% | ||
| Q1 24 | — | 7.6% |
每股收益（稀释后）BIPKVUE
| Q4 25 | — | $0.16 | ||
| Q3 25 | — | $0.21 | ||
| Q2 25 | $-0.03 | $0.22 | ||
| Q1 25 | — | $0.17 | ||
| Q4 24 | — | $0.16 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | $-0.10 | $0.03 | ||
| Q1 24 | — | $0.15 |
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 | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $29.6B | $10.8B |
| 总资产 | $108.7B | $27.1B |
| 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BIPKVUE
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $2.3B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $1.3B | $1.0B | ||
| Q1 24 | — | $1.2B |
股东权益BIPKVUE
| Q4 25 | — | $10.8B | ||
| Q3 25 | — | $10.6B | ||
| Q2 25 | $29.6B | $10.7B | ||
| Q1 25 | — | $10.1B | ||
| Q4 24 | — | $9.7B | ||
| Q3 24 | — | $10.6B | ||
| Q2 24 | $30.1B | $10.2B | ||
| Q1 24 | — | $10.6B |
总资产BIPKVUE
| Q4 25 | — | $27.1B | ||
| Q3 25 | — | $27.2B | ||
| Q2 25 | $108.7B | $27.1B | ||
| Q1 25 | — | $26.3B | ||
| Q4 24 | — | $25.6B | ||
| Q3 24 | — | $26.9B | ||
| Q2 24 | $100.9B | $26.4B | ||
| Q1 24 | — | $27.3B |
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 | $854.0M |
| 自由现金流经营现金流 - 资本支出 | — | $744.0M |
| 自由现金流率自由现金流/营收 | — | 19.7% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 4.72× | 2.59× |
| 过去12个月自由现金流最近4个季度 | — | $1.7B |
8季度趋势，按日历期对齐
经营现金流BIPKVUE
| Q4 25 | — | $854.0M | ||
| Q3 25 | — | $294.0M | ||
| Q2 25 | $1.2B | $621.0M | ||
| Q1 25 | — | $428.0M | ||
| Q4 24 | — | $793.0M | ||
| Q3 24 | — | $249.0M | ||
| Q2 24 | $1.1B | $440.0M | ||
| Q1 24 | — | $287.0M |
自由现金流BIPKVUE
| Q4 25 | — | $744.0M | ||
| Q3 25 | — | $196.0M | ||
| Q2 25 | — | $533.0M | ||
| Q1 25 | — | $249.0M | ||
| Q4 24 | — | $661.0M | ||
| Q3 24 | — | $190.0M | ||
| Q2 24 | — | $350.0M | ||
| Q1 24 | — | $134.0M |
自由现金流率BIPKVUE
| Q4 25 | — | 19.7% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 8.8% | ||
| Q1 24 | — | 3.4% |
资本支出强度BIPKVUE
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 3.9% |
现金转化率BIPKVUE
| Q4 25 | — | 2.59× | ||
| Q3 25 | — | 0.74× | ||
| Q2 25 | 4.72× | 1.48× | ||
| Q1 25 | — | 1.33× | ||
| Q4 24 | — | 2.71× | ||
| Q3 24 | — | 0.65× | ||
| Q2 24 | 5.74× | 7.59× | ||
| Q1 24 | — | 0.97× |
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
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
