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Brookfield Infrastructure Corp（BIPC）与BWX Technologies, Inc.（BWXT）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BWX Technologies, Inc.的1.0倍（$866.0M vs $860.2M），BWX Technologies, Inc.净利率更高（10.6% vs -35.7%，领先46.3%），BWX Technologies, Inc.同比增速更快（26.1% 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。
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
BIPC vs BWXT — 直观对比
营收规模更大
BIPC
是对方的1.0倍
$860.2M
营收增速更快
BWXT
高出30.7%
-4.6%
净利率更高
BWXT
高出46.3%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $860.2M |
| 净利润 | $-309.0M | $91.2M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 12.4% |
| 净利率 | -35.7% | 10.6% |
| 营收同比 | -4.6% | 26.1% |
| 净利润同比 | -148.1% | 20.7% |
| 每股收益（稀释后） | — | $0.99 |
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BIPCBWXT
| Q1 26 | — | $860.2M | ||
| Q4 25 | — | $885.8M | ||
| Q3 25 | — | $866.3M | ||
| Q2 25 | $866.0M | $764.0M | ||
| Q1 25 | — | $682.3M | ||
| Q4 24 | — | $746.3M | ||
| Q3 24 | — | $672.0M | ||
| Q2 24 | $908.0M | $681.5M |
净利润BIPCBWXT
| Q1 26 | — | $91.2M | ||
| Q4 25 | — | $93.0M | ||
| Q3 25 | — | $82.1M | ||
| Q2 25 | $-309.0M | $78.4M | ||
| Q1 25 | — | $75.5M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $69.5M | ||
| Q2 24 | $643.0M | $73.0M |
毛利率BIPCBWXT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | 65.0% | 25.1% | ||
| Q1 25 | — | 24.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 24.4% | ||
| Q2 24 | 63.8% | 24.7% |
营业利润率BIPCBWXT
| Q1 26 | — | 12.4% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 13.1% | ||
| Q2 25 | 62.7% | 13.4% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | 61.9% | 14.5% |
净利率BIPCBWXT
| Q1 26 | — | 10.6% | ||
| Q4 25 | — | 10.5% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | -35.7% | 10.3% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | 70.8% | 10.7% |
每股收益（稀释后）BIPCBWXT
| Q1 26 | — | $0.99 | ||
| Q4 25 | — | $1.02 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | — | $0.85 | ||
| Q1 25 | — | $0.82 | ||
| Q4 24 | — | $0.77 | ||
| Q3 24 | — | $0.76 | ||
| Q2 24 | — | $0.79 |
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 | $512.4M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $2.2B | $1.3B |
| 总资产 | $23.9B | $4.3B |
| 负债/权益比越低杠杆越低 | — | 1.58× |
8季度趋势，按日历期对齐
现金及短期投资BIPCBWXT
| Q1 26 | — | $512.4M | ||
| Q4 25 | — | $499.8M | ||
| Q3 25 | — | $79.6M | ||
| Q2 25 | $1.2B | $37.0M | ||
| Q1 25 | — | $55.4M | ||
| Q4 24 | — | $74.1M | ||
| Q3 24 | — | $35.5M | ||
| Q2 24 | $466.0M | $48.3M |
总债务BIPCBWXT
| Q1 26 | — | $2.0B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BIPCBWXT
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $3.5B | $998.5M |
总资产BIPCBWXT
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | $23.9B | $3.7B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $23.7B | $2.8B |
负债/权益比BIPCBWXT
| Q1 26 | — | 1.58× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $92.6M |
| 自由现金流经营现金流 - 资本支出 | — | $50.1M |
| 自由现金流率自由现金流/营收 | — | 5.8% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | — | 1.02× |
| 过去12个月自由现金流最近4个季度 | — | $328.1M |
8季度趋势，按日历期对齐
经营现金流BIPCBWXT
| Q1 26 | — | $92.6M | ||
| Q4 25 | — | $127.0M | ||
| Q3 25 | — | $143.2M | ||
| Q2 25 | $478.0M | $159.0M | ||
| Q1 25 | — | $50.6M | ||
| Q4 24 | — | $276.9M | ||
| Q3 24 | — | $32.6M | ||
| Q2 24 | $511.0M | $65.9M |
自由现金流BIPCBWXT
| Q1 26 | — | $50.1M | ||
| Q4 25 | — | $56.8M | ||
| Q3 25 | — | $94.9M | ||
| Q2 25 | — | $126.3M | ||
| Q1 25 | — | $17.3M | ||
| Q4 24 | — | $224.4M | ||
| Q3 24 | — | $-7.7M | ||
| Q2 24 | — | $35.5M |
自由现金流率BIPCBWXT
| Q1 26 | — | 5.8% | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 11.0% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | -1.1% | ||
| Q2 24 | — | 5.2% |
资本支出强度BIPCBWXT
| Q1 26 | — | 4.9% | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 4.5% |
现金转化率BIPCBWXT
| Q1 26 | — | 1.02× | ||
| Q4 25 | — | 1.37× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | — | 2.03× | ||
| Q1 25 | — | 0.67× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | 0.79× | 0.90× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
