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Brookfield Infrastructure Partners L.P.（BIP）与MARKEL GROUP INC.（MKL）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MARKEL GROUP INC.的1.5倍（$5.4B vs $3.6B），MARKEL GROUP INC.净利率更高（16.1% vs 4.6%，领先11.5%），Brookfield Infrastructure Partners L.P.同比增速更快（5.7% vs -6.9%）
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。
Markel集团是总部位于美国弗吉尼亚州里士满的综合性企业集团，1930年最初以保险公司的身份创立，发展至今业务已覆盖保险承保、投资管理等多个板块，在全球相关行业拥有较高的市场知名度与稳定的合作网络。
BIP vs MKL — 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12.5%
-6.9%
净利率更高
MKL
高出11.5%
4.6%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $3.6B |
| 净利润 | $252.0M | $576.8M |
| 毛利率 | 26.4% | — |
| 营业利润率 | 24.4% | 22.2% |
| 净利率 | 4.6% | 16.1% |
| 营收同比 | 5.7% | -6.9% |
| 净利润同比 | 37.0% | 5.0% |
| 每股收益（稀释后） | $-0.03 | $48.22 |
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BIPMKL
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | $5.4B | $4.6B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $5.1B | $3.7B | ||
| Q1 24 | — | $4.5B |
净利润BIPMKL
| Q4 25 | — | $576.8M | ||
| Q3 25 | — | $751.3M | ||
| Q2 25 | $252.0M | $657.1M | ||
| Q1 25 | — | $121.7M | ||
| Q4 24 | — | $549.2M | ||
| Q3 24 | — | $905.0M | ||
| Q2 24 | $184.0M | $267.7M | ||
| Q1 24 | — | $1.0B |
毛利率BIPMKL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 24.6% | — | ||
| Q1 24 | — | — |
营业利润率BIPMKL
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 25.7% | ||
| Q2 25 | 24.4% | 24.1% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 15.5% | ||
| Q3 24 | — | 29.7% | ||
| Q2 24 | 22.8% | 11.1% | ||
| Q1 24 | — | 29.9% |
净利率BIPMKL
| Q4 25 | — | 16.1% | ||
| Q3 25 | — | 19.1% | ||
| Q2 25 | 4.6% | 14.3% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 19.6% | ||
| Q2 24 | 3.6% | 7.2% | ||
| Q1 24 | — | 23.0% |
每股收益（稀释后）BIPMKL
| Q4 25 | — | $48.22 | ||
| Q3 25 | — | $59.25 | ||
| Q2 25 | $-0.03 | $49.67 | ||
| Q1 25 | — | $12.08 | ||
| Q4 24 | — | $39.02 | ||
| Q3 24 | — | $66.25 | ||
| Q2 24 | $-0.10 | $18.62 | ||
| Q1 24 | — | $75.43 |
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 | $4.0B |
| 总债务越低越好 | — | $4.3B |
| 股东权益账面价值 | $29.6B | $18.6B |
| 总资产 | $108.7B | $68.9B |
| 负债/权益比越低杠杆越低 | — | 0.23× |
8季度趋势，按日历期对齐
现金及短期投资BIPMKL
| Q4 25 | — | $4.0B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | $2.3B | $3.7B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | $1.3B | $3.5B | ||
| Q1 24 | — | $3.6B |
总债务BIPMKL
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $4.3B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $3.9B |
股东权益BIPMKL
| Q4 25 | — | $18.6B | ||
| Q3 25 | — | $18.0B | ||
| Q2 25 | $29.6B | $17.3B | ||
| Q1 25 | — | $17.1B | ||
| Q4 24 | — | $16.9B | ||
| Q3 24 | — | $17.0B | ||
| Q2 24 | $30.1B | $15.9B | ||
| Q1 24 | — | $15.7B |
总资产BIPMKL
| Q4 25 | — | $68.9B | ||
| Q3 25 | — | $67.4B | ||
| Q2 25 | $108.7B | $66.8B | ||
| Q1 25 | — | $64.6B | ||
| Q4 24 | — | $61.9B | ||
| Q3 24 | — | $62.3B | ||
| Q2 24 | $100.9B | $59.7B | ||
| Q1 24 | — | $57.3B |
负债/权益比BIPMKL
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.25× |
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 | $662.2M |
| 自由现金流经营现金流 - 资本支出 | — | $599.1M |
| 自由现金流率自由现金流/营收 | — | 16.7% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 4.72× | 1.15× |
| 过去12个月自由现金流最近4个季度 | — | $2.6B |
8季度趋势，按日历期对齐
经营现金流BIPMKL
| Q4 25 | — | $662.2M | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $1.2B | $504.4M | ||
| Q1 25 | — | $376.2M | ||
| Q4 24 | — | $493.9M | ||
| Q3 24 | — | $890.8M | ||
| Q2 24 | $1.1B | $578.6M | ||
| Q1 24 | — | $630.7M |
自由现金流BIPMKL
| Q4 25 | — | $599.1M | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $453.8M | ||
| Q1 25 | — | $335.5M | ||
| Q4 24 | — | $420.0M | ||
| Q3 24 | — | $838.9M | ||
| Q2 24 | — | $521.4M | ||
| Q1 24 | — | $558.7M |
自由现金流率BIPMKL
| Q4 25 | — | 16.7% | ||
| Q3 25 | — | 29.6% | ||
| Q2 25 | — | 9.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 14.1% | ||
| Q1 24 | — | 12.5% |
资本支出强度BIPMKL
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.6% |
现金转化率BIPMKL
| Q4 25 | — | 1.15× | ||
| Q3 25 | — | 1.62× | ||
| Q2 25 | 4.72× | 0.77× | ||
| Q1 25 | — | 3.09× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.98× | ||
| Q2 24 | 5.74× | 2.16× | ||
| Q1 24 | — | 0.62× |
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
MKL
| Industrial | $1.6B | 45% |
| Consumer And Other | $958.3M | 27% |
| Financial | $737.0M | 21% |
| Other | $198.8M | 6% |
| Corporate Operations | $52.0M | 1% |
| Revenue From Contract With Customer | $10.5M | 0% |
