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Brookfield Infrastructure Partners L.P.（BIP）与SharkNinja, Inc.（SN）财务数据对比。点击上方公司名可切换其他公司
SharkNinja, Inc.的季度营收约是Brookfield Infrastructure Partners L.P.的1.0倍（$5.5B vs $5.4B），SharkNinja, Inc.同比增速更快（30.0% 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。
SharkNinja是总部位于美国马萨诸塞州尼德姆的全球化产品设计与科技企业，1994年由马克·罗森茨韦格创立，现任首席执行官马克·巴罗卡斯于2008年加入公司担任总裁，公司名称由旗下两大核心品牌Shark和Ninja组合而来。
BIP vs SN — 直观对比
营收规模更大
SN
是对方的1.0倍
$5.4B
营收增速更快
SN
高出24.3%
5.7%
损益表 — Q2 FY2025 vs Q4 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $5.5B |
| 净利润 | $252.0M | — |
| 毛利率 | 26.4% | 48.1% |
| 营业利润率 | 24.4% | 11.7% |
| 净利率 | 4.6% | — |
| 营收同比 | 5.7% | 30.0% |
| 净利润同比 | 37.0% | — |
| 每股收益（稀释后） | $-0.03 | $3.11 |
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BIPSN
| Q2 25 | $5.4B | — | ||
| Q4 24 | — | $5.5B | ||
| Q2 24 | $5.1B | — | ||
| Q4 23 | — | $4.3B | ||
| Q2 23 | $4.3B | — | ||
| Q2 22 | $3.7B | — |
净利润BIPSN
| Q2 25 | $252.0M | — | ||
| Q4 24 | — | — | ||
| Q2 24 | $184.0M | — | ||
| Q4 23 | — | — | ||
| Q2 23 | $773.0M | — | ||
| Q2 22 | $425.0M | — |
毛利率BIPSN
| Q2 25 | 26.4% | — | ||
| Q4 24 | — | 48.1% | ||
| Q2 24 | 24.6% | — | ||
| Q4 23 | — | 44.9% | ||
| Q2 23 | 22.9% | — | ||
| Q2 22 | 26.3% | — |
营业利润率BIPSN
| Q2 25 | 24.4% | — | ||
| Q4 24 | — | 11.7% | ||
| Q2 24 | 22.8% | — | ||
| Q4 23 | — | 8.8% | ||
| Q2 23 | 20.4% | — | ||
| Q2 22 | 23.4% | — |
净利率BIPSN
| Q2 25 | 4.6% | — | ||
| Q4 24 | — | — | ||
| Q2 24 | 3.6% | — | ||
| Q4 23 | — | — | ||
| Q2 23 | 18.2% | — | ||
| Q2 22 | 11.5% | — |
每股收益（稀释后）BIPSN
| Q2 25 | $-0.03 | — | ||
| Q4 24 | — | $3.11 | ||
| Q2 24 | $-0.10 | — | ||
| Q4 23 | — | $1.20 | ||
| Q2 23 | $0.38 | — | ||
| Q2 22 | $0.13 | — |
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 | $363.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $29.6B | $1.9B |
| 总资产 | $108.7B | $4.4B |
| 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BIPSN
| Q2 25 | $2.3B | — | ||
| Q4 24 | — | $363.7M | ||
| Q2 24 | $1.3B | — | ||
| Q4 23 | — | $154.1M | ||
| Q2 23 | $1.4B | — | ||
| Q2 22 | $1.3B | — |
股东权益BIPSN
| Q2 25 | $29.6B | — | ||
| Q4 24 | — | $1.9B | ||
| Q2 24 | $30.1B | — | ||
| Q4 23 | — | $1.5B | ||
| Q2 23 | $28.6B | — | ||
| Q2 22 | $26.0B | — |
总资产BIPSN
| Q2 25 | $108.7B | — | ||
| Q4 24 | — | $4.4B | ||
| Q2 24 | $100.9B | — | ||
| Q4 23 | — | $3.5B | ||
| Q2 23 | $81.7B | — | ||
| Q2 22 | $73.9B | — |
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 | $446.6M |
| 自由现金流经营现金流 - 资本支出 | — | $308.9M |
| 自由现金流率自由现金流/营收 | — | 5.6% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | 4.72× | — |
| 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BIPSN
| Q2 25 | $1.2B | — | ||
| Q4 24 | — | $446.6M | ||
| Q2 24 | $1.1B | — | ||
| Q4 23 | — | $280.6M | ||
| Q2 23 | $970.0M | — | ||
| Q2 22 | $734.0M | — |
自由现金流BIPSN
| Q2 25 | — | — | ||
| Q4 24 | — | $308.9M | ||
| Q2 24 | — | — | ||
| Q4 23 | — | $157.9M | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率BIPSN
| Q2 25 | — | — | ||
| Q4 24 | — | 5.6% | ||
| Q2 24 | — | — | ||
| Q4 23 | — | 3.7% | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度BIPSN
| Q2 25 | — | — | ||
| Q4 24 | — | 2.5% | ||
| Q2 24 | — | — | ||
| Q4 23 | — | 2.9% | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率BIPSN
| Q2 25 | 4.72× | — | ||
| Q4 24 | — | — | ||
| Q2 24 | 5.74× | — | ||
| Q4 23 | — | — | ||
| Q2 23 | 1.25× | — | ||
| Q2 22 | 1.73× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
