vs
Brookfield Infrastructure Corp(BIPC)与Boot Barn Holdings, Inc.(BOOT)财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Corp的季度营收约是Boot Barn Holdings, Inc.的1.2倍($866.0M vs $705.6M),Boot Barn Holdings, Inc.净利率更高(12.2% vs -35.7%,领先47.8%),Boot Barn Holdings, Inc.同比增速更快(16.0% vs -4.6%)
布鲁克菲尔德基础设施合伙公司是一家公开上市的有限合伙企业,总部位于加拿大多伦多,核心业务为在全球范围内开展基础设施资产的收购、运营与管理,在全球基础设施投资领域拥有深厚的行业积累与较强的市场影响力。
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业,1919年于伦敦证券交易所上市,是英国首家上市的住宅建造商。两次世界大战期间,该公司住宅建造量位居全英首位,目前仍是英国颇具规模的建筑与物业管理服务商。
BIPC vs BOOT — 直观对比
营收规模更大
BIPC
是对方的1.2倍
$705.6M
营收增速更快
BOOT
高出20.7%
-4.6%
净利率更高
BOOT
高出47.8%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $705.6M |
| 净利润 | $-309.0M | $85.8M |
| 毛利率 | 65.0% | 39.9% |
| 营业利润率 | 62.7% | 16.3% |
| 净利率 | -35.7% | 12.2% |
| 营收同比 | -4.6% | 16.0% |
| 净利润同比 | -148.1% | 14.3% |
| 每股收益(稀释后) | — | $2.79 |
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
BIPC
BOOT
| Q4 25 | — | $705.6M | ||
| Q3 25 | — | $505.4M | ||
| Q2 25 | $866.0M | $504.1M | ||
| Q1 25 | — | $453.7M | ||
| Q4 24 | — | $608.2M | ||
| Q3 24 | — | $425.8M | ||
| Q2 24 | $908.0M | $423.4M | ||
| Q1 24 | — | $388.5M |
净利润
BIPC
BOOT
| Q4 25 | — | $85.8M | ||
| Q3 25 | — | $42.2M | ||
| Q2 25 | $-309.0M | $53.4M | ||
| Q1 25 | — | $37.5M | ||
| Q4 24 | — | $75.1M | ||
| Q3 24 | — | $29.4M | ||
| Q2 24 | $643.0M | $38.9M | ||
| Q1 24 | — | $29.4M |
毛利率
BIPC
BOOT
| Q4 25 | — | 39.9% | ||
| Q3 25 | — | 36.4% | ||
| Q2 25 | 65.0% | 39.1% | ||
| Q1 25 | — | 37.1% | ||
| Q4 24 | — | 39.3% | ||
| Q3 24 | — | 35.9% | ||
| Q2 24 | 63.8% | 37.0% | ||
| Q1 24 | — | 35.9% |
营业利润率
BIPC
BOOT
| Q4 25 | — | 16.3% | ||
| Q3 25 | — | 11.2% | ||
| Q2 25 | 62.7% | 14.0% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | — | 9.4% | ||
| Q2 24 | 61.9% | 11.9% | ||
| Q1 24 | — | 9.8% |
净利率
BIPC
BOOT
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | -35.7% | 10.6% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 70.8% | 9.2% | ||
| Q1 24 | — | 7.6% |
每股收益(稀释后)
BIPC
BOOT
| Q4 25 | — | $2.79 | ||
| Q3 25 | — | $1.37 | ||
| Q2 25 | — | $1.74 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $2.43 | ||
| Q3 24 | — | $0.95 | ||
| Q2 24 | — | $1.26 | ||
| Q1 24 | — | $0.96 |
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 | $1.2B | $200.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $1.3B |
| 总资产 | $23.9B | $2.4B |
| 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
BIPC
BOOT
| Q4 25 | — | $200.1M | ||
| Q3 25 | — | $64.7M | ||
| Q2 25 | $1.2B | $95.3M | ||
| Q1 25 | — | $69.8M | ||
| Q4 24 | — | $152.9M | ||
| Q3 24 | — | $37.4M | ||
| Q2 24 | $466.0M | $83.4M | ||
| Q1 24 | — | $75.8M |
股东权益
BIPC
BOOT
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $3.5B | $981.8M | ||
| Q1 24 | — | $943.6M |
总资产
BIPC
BOOT
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $23.9B | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $23.7B | $1.8B | ||
| Q1 24 | — | $1.7B |
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 | $478.0M | $209.7M |
| 自由现金流经营现金流 - 资本支出 | — | $148.0M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | — | 2.44× |
| 过去12个月自由现金流最近4个季度 | — | $89.8M |
8季度趋势,按日历期对齐
经营现金流
BIPC
BOOT
| Q4 25 | — | $209.7M | ||
| Q3 25 | — | $25.7M | ||
| Q2 25 | $478.0M | $73.8M | ||
| Q1 25 | — | $-43.1M | ||
| Q4 24 | — | $157.1M | ||
| Q3 24 | — | $-7.8M | ||
| Q2 24 | $511.0M | $41.3M | ||
| Q1 24 | — | — |
自由现金流
BIPC
BOOT
| Q4 25 | — | $148.0M | ||
| Q3 25 | — | $-17.5M | ||
| Q2 25 | — | $42.4M | ||
| Q1 25 | — | $-83.1M | ||
| Q4 24 | — | $114.2M | ||
| Q3 24 | — | $-46.1M | ||
| Q2 24 | — | $14.2M | ||
| Q1 24 | — | — |
自由现金流率
BIPC
BOOT
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | -3.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | -18.3% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | -10.8% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | — |
资本支出强度
BIPC
BOOT
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 6.4% | ||
| Q1 24 | — | — |
现金转化率
BIPC
BOOT
| Q4 25 | — | 2.44× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | -1.15× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | -0.26× | ||
| Q2 24 | 0.79× | 1.06× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图