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Brookfield Infrastructure Partners L.P.（BIP）与高通（QCOM）财务数据对比。点击上方公司名可切换其他公司
高通的季度营收约是Brookfield Infrastructure Partners L.P.的2.0倍（$10.6B vs $5.4B），高通净利率更高（69.5% vs 4.6%，领先64.9%），Brookfield Infrastructure Partners L.P.同比增速更快（5.7% vs -3.5%）
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。
高通是总部位于美国加利福尼亚州圣迭戈、在特拉华州注册的跨国企业，主营无线技术相关的半导体、软件及服务业务，持有5G、4G、CDMA2000、TD-SCDMA、WCDMA等移动通信标准的核心专利，是全球无线通信领域的核心供应商。
BIP vs QCOM — 直观对比
营收规模更大
QCOM
是对方的2.0倍
$5.4B
营收增速更快
BIP
高出9.1%
-3.5%
净利率更高
QCOM
高出64.9%
4.6%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $10.6B |
| 净利润 | $252.0M | $7.4B |
| 毛利率 | 26.4% | 53.8% |
| 营业利润率 | 24.4% | 21.8% |
| 净利率 | 4.6% | 69.5% |
| 营收同比 | 5.7% | -3.5% |
| 净利润同比 | 37.0% | — |
| 每股收益（稀释后） | $-0.03 | $6.88 |
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BIPQCOM
| Q1 26 | — | $10.6B | ||
| Q4 25 | — | $12.3B | ||
| Q3 25 | — | $11.3B | ||
| Q2 25 | $5.4B | $10.4B | ||
| Q1 25 | — | $11.0B | ||
| Q4 24 | — | $11.7B | ||
| Q3 24 | — | $10.2B | ||
| Q2 24 | $5.1B | $9.4B |
净利润BIPQCOM
| Q1 26 | — | $7.4B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $-3.1B | ||
| Q2 25 | $252.0M | $2.7B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $184.0M | $2.1B |
毛利率BIPQCOM
| Q1 26 | — | 53.8% | ||
| Q4 25 | — | 54.6% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | 26.4% | 55.6% | ||
| Q1 25 | — | 55.0% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 56.4% | ||
| Q2 24 | 24.6% | 55.6% |
营业利润率BIPQCOM
| Q1 26 | — | 21.8% | ||
| Q4 25 | — | 27.5% | ||
| Q3 25 | — | 25.9% | ||
| Q2 25 | 24.4% | 26.6% | ||
| Q1 25 | — | 28.4% | ||
| Q4 24 | — | 30.5% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | 22.8% | 23.6% |
净利率BIPQCOM
| Q1 26 | — | 69.5% | ||
| Q4 25 | — | 24.5% | ||
| Q3 25 | — | -27.7% | ||
| Q2 25 | 4.6% | 25.7% | ||
| Q1 25 | — | 25.6% | ||
| Q4 24 | — | 27.3% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | 3.6% | 22.7% |
每股收益（稀释后）BIPQCOM
| Q1 26 | — | $6.88 | ||
| Q4 25 | — | $2.78 | ||
| Q3 25 | — | $-2.77 | ||
| Q2 25 | $-0.03 | $2.43 | ||
| Q1 25 | — | $2.52 | ||
| Q4 24 | — | $2.83 | ||
| Q3 24 | — | $2.57 | ||
| Q2 24 | $-0.10 | $1.88 |
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 | $5.4B |
| 总债务越低越好 | — | $15.3B |
| 股东权益账面价值 | $29.6B | $27.3B |
| 总资产 | $108.7B | $57.1B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资BIPQCOM
| Q1 26 | — | $5.4B | ||
| Q4 25 | — | $11.8B | ||
| Q3 25 | — | $10.2B | ||
| Q2 25 | $2.3B | $10.0B | ||
| Q1 25 | — | $13.8B | ||
| Q4 24 | — | $14.3B | ||
| Q3 24 | — | $13.3B | ||
| Q2 24 | $1.3B | $13.0B |
总债务BIPQCOM
| Q1 26 | — | $15.3B | ||
| Q4 25 | — | $14.8B | ||
| Q3 25 | — | $14.8B | ||
| Q2 25 | — | $14.8B | ||
| Q1 25 | — | $13.3B | ||
| Q4 24 | — | $13.2B | ||
| Q3 24 | — | $13.3B | ||
| Q2 24 | — | $13.2B |
股东权益BIPQCOM
| Q1 26 | — | $27.3B | ||
| Q4 25 | — | $23.1B | ||
| Q3 25 | — | $21.2B | ||
| Q2 25 | $29.6B | $27.2B | ||
| Q1 25 | — | $27.7B | ||
| Q4 24 | — | $26.9B | ||
| Q3 24 | — | $26.3B | ||
| Q2 24 | $30.1B | $24.7B |
总资产BIPQCOM
| Q1 26 | — | $57.1B | ||
| Q4 25 | — | $53.0B | ||
| Q3 25 | — | $50.1B | ||
| Q2 25 | $108.7B | $54.9B | ||
| Q1 25 | — | $55.4B | ||
| Q4 24 | — | $55.6B | ||
| Q3 24 | — | $55.2B | ||
| Q2 24 | $100.9B | $52.7B |
负债/权益比BIPQCOM
| Q1 26 | — | 0.56× | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.53× |
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 | $7.4B |
| 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 | — | 10.2% |
| 现金转化率经营现金流/净利润 | 4.72× | 1.01× |
| 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BIPQCOM
| Q1 26 | — | $7.4B | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | $1.2B | $2.9B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $4.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $1.1B | $3.1B |
自由现金流BIPQCOM
| Q1 26 | — | — | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.7B |
自由现金流率BIPQCOM
| Q1 26 | — | — | ||
| Q4 25 | — | 36.0% | ||
| Q3 25 | — | 31.8% | ||
| Q2 25 | — | 24.9% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 36.9% | ||
| Q3 24 | — | 23.3% | ||
| Q2 24 | — | 28.4% |
资本支出强度BIPQCOM
| Q1 26 | — | 10.2% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 4.1% |
现金转化率BIPQCOM
| Q1 26 | — | 1.01× | ||
| Q4 25 | — | 1.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.72× | 1.08× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | 5.74× | 1.43× |
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
QCOM
| Equipment and services | $9.1B | 85% |
| Licensing | $1.5B | 15% |
