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Brookfield Infrastructure Corp(BIPC)与BXP, Inc.(BXP)财务数据对比。点击上方公司名可切换其他公司
BXP, Inc.的季度营收约是Brookfield Infrastructure Corp的1.0倍($872.1M vs $866.0M),BXP, Inc.净利率更高(15.3% vs -35.7%,领先50.9%),BXP, Inc.同比增速更快(0.8% 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。
BXP是美国头部商业地产投资信托企业,核心业务为持有、运营及开发A级高端写字楼资产,项目覆盖纽约、波士顿、旧金山等美国核心都市圈,服务企业、科技、专业服务等领域的多元租户。
BIPC vs BXP — 直观对比
营收规模更大
BXP
是对方的1.0倍
$866.0M
营收增速更快
BXP
高出5.4%
-4.6%
净利率更高
BXP
高出50.9%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $872.1M |
| 净利润 | $-309.0M | $133.0M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | — |
| 净利率 | -35.7% | 15.3% |
| 营收同比 | -4.6% | 0.8% |
| 净利润同比 | -148.1% | 53.0% |
| 每股收益(稀释后) | — | $1.69 |
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
BXP
| Q1 26 | — | $872.1M | ||
| Q4 25 | — | $877.1M | ||
| Q3 25 | — | $871.5M | ||
| Q2 25 | $866.0M | $868.5M | ||
| Q1 25 | — | $865.2M | ||
| Q4 24 | — | $858.6M | ||
| Q3 24 | — | $859.2M | ||
| Q2 24 | $908.0M | $850.5M |
净利润
BIPC
BXP
| Q1 26 | — | $133.0M | ||
| Q4 25 | — | $248.4M | ||
| Q3 25 | — | $-121.7M | ||
| Q2 25 | $-309.0M | $89.0M | ||
| Q1 25 | — | $61.2M | ||
| Q4 24 | — | $-228.9M | ||
| Q3 24 | — | $83.6M | ||
| Q2 24 | $643.0M | $79.6M |
毛利率
BIPC
BXP
| Q1 26 | — | — | ||
| Q4 25 | — | 58.8% | ||
| Q3 25 | — | 59.3% | ||
| Q2 25 | 65.0% | 59.2% | ||
| Q1 25 | — | 59.2% | ||
| Q4 24 | — | 59.7% | ||
| Q3 24 | — | 59.5% | ||
| Q2 24 | 63.8% | 59.8% |
营业利润率
BIPC
BXP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 62.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 61.9% | — |
净利率
BIPC
BXP
| Q1 26 | — | 15.3% | ||
| Q4 25 | — | 28.3% | ||
| Q3 25 | — | -14.0% | ||
| Q2 25 | -35.7% | 10.2% | ||
| Q1 25 | — | 7.1% | ||
| Q4 24 | — | -26.7% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | 70.8% | 9.4% |
每股收益(稀释后)
BIPC
BXP
| Q1 26 | — | $1.69 | ||
| Q4 25 | — | $1.56 | ||
| Q3 25 | — | $-0.77 | ||
| Q2 25 | — | $0.56 | ||
| Q1 25 | — | $0.39 | ||
| Q4 24 | — | $-1.46 | ||
| Q3 24 | — | $0.53 | ||
| Q2 24 | — | $0.51 |
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 | $512.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $7.7B |
| 总资产 | $23.9B | $25.1B |
| 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
BXP
| Q1 26 | — | $512.8M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $861.1M | ||
| Q2 25 | $1.2B | $447.0M | ||
| Q1 25 | — | $398.1M | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $466.0M | $685.4M |
股东权益
BIPC
BXP
| Q1 26 | — | $7.7B | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $2.2B | $5.3B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $5.8B | ||
| Q2 24 | $3.5B | $5.8B |
总资产
BIPC
BXP
| Q1 26 | — | $25.1B | ||
| Q4 25 | — | $26.2B | ||
| Q3 25 | — | $26.0B | ||
| Q2 25 | $23.9B | $25.6B | ||
| Q1 25 | — | $25.4B | ||
| Q4 24 | — | $26.1B | ||
| Q3 24 | — | $26.4B | ||
| Q2 24 | $23.7B | $25.5B |
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 | — |
| 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 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 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
BIPC
BXP
| Q1 26 | — | — | ||
| Q4 25 | — | $407.8M | ||
| Q3 25 | — | $274.2M | ||
| Q2 25 | $478.0M | $353.1M | ||
| Q1 25 | — | $210.0M | ||
| Q4 24 | — | $383.7M | ||
| Q3 24 | — | $286.1M | ||
| Q2 24 | $511.0M | $367.1M |
自由现金流
BIPC
BXP
| Q1 26 | — | — | ||
| Q4 25 | — | $362.7M | ||
| Q3 25 | — | $231.6M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $152.6M | ||
| Q4 24 | — | $312.5M | ||
| Q3 24 | — | $234.5M | ||
| Q2 24 | — | $332.4M |
自由现金流率
BIPC
BXP
| Q1 26 | — | — | ||
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 32.4% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | — | 36.4% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 39.1% |
资本支出强度
BIPC
BXP
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 4.1% |
现金转化率
BIPC
BXP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.97× | ||
| Q1 25 | — | 3.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | 0.79× | 4.61× |
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
BIPC
暂无分部数据
BXP
| Lease | $818.2M | 94% |
| Parking and other | $30.8M | 4% |
| Development and management services | $9.2M | 1% |