vs
Brookfield Infrastructure Partners L.P.(BIP)与NextEra Energy(NEE)财务数据对比。点击上方公司名可切换其他公司
NextEra Energy的季度营收约是Brookfield Infrastructure Partners L.P.的1.1倍($6.0B vs $5.4B),NextEra Energy净利率更高(25.6% vs 4.6%,领先21.0%),NextEra Energy同比增速更快(11.1% 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。
NextEra Energy是美国能源企业,也是全球市值最高的电力公用事业控股公司,截至2024年10月市值超1700亿美元。2024年营收达248亿美元,在美加两国共有1.67万名员工,当前发电装机容量为73吉瓦,旗下拥有佛罗里达电力照明等多家子公司。
BIP vs NEE — 直观对比
营收规模更大
NEE
是对方的1.1倍
$5.4B
营收增速更快
NEE
高出5.4%
5.7%
净利率更高
NEE
高出21.0%
4.6%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $6.0B |
| 净利润 | $252.0M | $1.5B |
| 毛利率 | 26.4% | — |
| 营业利润率 | 24.4% | 26.4% |
| 净利率 | 4.6% | 25.6% |
| 营收同比 | 5.7% | 11.1% |
| 净利润同比 | 37.0% | 27.6% |
| 每股收益(稀释后) | $-0.03 | $0.74 |
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
NEE
| Q4 25 | — | $6.0B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | $5.4B | $6.4B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | $5.1B | $6.0B | ||
| Q1 24 | — | $5.4B |
净利润
BIP
NEE
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $252.0M | $2.0B | ||
| Q1 25 | — | $833.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $184.0M | $1.6B | ||
| Q1 24 | — | $2.3B |
毛利率
BIP
NEE
| 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
BIP
NEE
| Q4 25 | — | 26.4% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | 24.4% | 29.9% | ||
| Q1 25 | — | 37.6% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 42.6% | ||
| Q2 24 | 22.8% | 27.8% | ||
| Q1 24 | — | 37.3% |
净利率
BIP
NEE
| Q4 25 | — | 25.6% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | 4.6% | 31.7% | ||
| Q1 25 | — | 13.9% | ||
| Q4 24 | — | 22.3% | ||
| Q3 24 | — | 27.6% | ||
| Q2 24 | 3.6% | 27.0% | ||
| Q1 24 | — | 42.0% |
每股收益(稀释后)
BIP
NEE
| Q4 25 | — | $0.74 | ||
| Q3 25 | — | $1.18 | ||
| Q2 25 | $-0.03 | $0.98 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | — | $0.58 | ||
| Q3 24 | — | $0.90 | ||
| Q2 24 | $-0.10 | $0.79 | ||
| Q1 24 | — | $1.10 |
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 | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $29.6B | $54.6B |
| 总资产 | $108.7B | $212.7B |
| 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
NEE
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $2.3B | $1.7B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | — | $1.6B |
股东权益
BIP
NEE
| Q4 25 | — | $54.6B | ||
| Q3 25 | — | $54.2B | ||
| Q2 25 | $29.6B | $50.8B | ||
| Q1 25 | — | $49.8B | ||
| Q4 24 | — | $50.1B | ||
| Q3 24 | — | $50.1B | ||
| Q2 24 | $30.1B | $49.1B | ||
| Q1 24 | — | $48.6B |
总资产
BIP
NEE
| Q4 25 | — | $212.7B | ||
| Q3 25 | — | $204.4B | ||
| Q2 25 | $108.7B | $198.8B | ||
| Q1 25 | — | $194.3B | ||
| Q4 24 | — | $190.1B | ||
| Q3 24 | — | $186.0B | ||
| Q2 24 | $100.9B | $184.7B | ||
| Q1 24 | — | $179.9B |
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 | $2.5B |
| 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× | 1.63× |
| 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
NEE
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | $1.1B | $3.9B | ||
| Q1 24 | — | $3.1B |
现金转化率
BIP
NEE
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | 4.72× | 1.57× | ||
| Q1 25 | — | 3.32× | ||
| Q4 24 | — | 1.65× | ||
| Q3 24 | — | 2.31× | ||
| Q2 24 | 5.74× | 2.42× | ||
| Q1 24 | — | 1.36× |
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
NEE
| Florida Power Light Company | $4.3B | 71% |
| Other | $1.7B | 29% |