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Brookfield Infrastructure Corp(BIPC)与CAL-MAINE FOODS INC(CALM)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CAL-MAINE FOODS INC的1.1倍($866.0M vs $769.5M),CAL-MAINE FOODS INC净利率更高(13.4% vs -35.7%,领先49.0%),Brookfield Infrastructure Corp同比增速更快(-4.6% vs -19.4%)
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。
卡尔梅恩食品公司是总部位于美国密西西比州里奇兰的鲜蛋生产商,截至2024年是美国规模最大的蛋品企业。公司旗下拥有Egg-Land's Best、Land O'Lakes等多个知名蛋品品牌,1957年由弗雷德·R·亚当斯二世创立,亚当斯家族持有企业控股权,目前在纳斯达克挂牌上市。
BIPC vs CALM — 直观对比
营收规模更大
BIPC
是对方的1.1倍
$769.5M
营收增速更快
BIPC
高出14.8%
-19.4%
净利率更高
CALM
高出49.0%
-35.7%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $769.5M |
| 净利润 | $-309.0M | $102.8M |
| 毛利率 | 65.0% | 27.0% |
| 营业利润率 | 62.7% | 16.1% |
| 净利率 | -35.7% | 13.4% |
| 营收同比 | -4.6% | -19.4% |
| 净利润同比 | -148.1% | -53.1% |
| 每股收益(稀释后) | — | $2.13 |
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
CALM
| Q4 25 | — | $769.5M | ||
| Q3 25 | — | $922.6M | ||
| Q2 25 | $866.0M | — | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $954.7M | ||
| Q3 24 | — | $785.9M | ||
| Q2 24 | $908.0M | — | ||
| Q1 24 | — | $703.1M |
净利润
BIPC
CALM
| Q4 25 | — | $102.8M | ||
| Q3 25 | — | $199.3M | ||
| Q2 25 | $-309.0M | — | ||
| Q1 25 | — | $508.5M | ||
| Q4 24 | — | $219.1M | ||
| Q3 24 | — | $150.0M | ||
| Q2 24 | $643.0M | — | ||
| Q1 24 | — | $146.7M |
毛利率
BIPC
CALM
| Q4 25 | — | 27.0% | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | 65.0% | — | ||
| Q1 25 | — | 50.5% | ||
| Q4 24 | — | 37.3% | ||
| Q3 24 | — | 31.5% | ||
| Q2 24 | 63.8% | — | ||
| Q1 24 | — | 31.1% |
营业利润率
BIPC
CALM
| Q4 25 | — | 16.1% | ||
| Q3 25 | — | 27.0% | ||
| Q2 25 | 62.7% | — | ||
| Q1 25 | — | 44.8% | ||
| Q4 24 | — | 29.1% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | 61.9% | — | ||
| Q1 24 | — | 23.2% |
净利率
BIPC
CALM
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | -35.7% | — | ||
| Q1 25 | — | 35.9% | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | 70.8% | — | ||
| Q1 24 | — | 20.9% |
每股收益(稀释后)
BIPC
CALM
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $4.12 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $10.38 | ||
| Q4 24 | — | $4.47 | ||
| Q3 24 | — | $3.06 | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $3.00 |
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 | $369.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.7B |
| 总资产 | $23.9B | $3.1B |
| 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
CALM
| Q4 25 | — | $369.4M | ||
| Q3 25 | — | $251.9M | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | — | $497.2M | ||
| Q4 24 | — | $140.3M | ||
| Q3 24 | — | $181.7M | ||
| Q2 24 | $466.0M | — | ||
| Q1 24 | — | $367.1M |
股东权益
BIPC
CALM
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $3.5B | — | ||
| Q1 24 | — | $1.7B |
总资产
BIPC
CALM
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $23.9B | — | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $23.7B | — | ||
| Q1 24 | — | $2.1B |
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 | $94.8M |
| 自由现金流经营现金流 - 资本支出 | — | $47.9M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 6.1% |
| 现金转化率经营现金流/净利润 | — | 0.92× |
| 过去12个月自由现金流最近4个季度 | — | $895.9M |
8季度趋势,按日历期对齐
经营现金流
BIPC
CALM
| Q4 25 | — | $94.8M | ||
| Q3 25 | — | $278.6M | ||
| Q2 25 | $478.0M | — | ||
| Q1 25 | — | $571.6M | ||
| Q4 24 | — | $122.7M | ||
| Q3 24 | — | $117.5M | ||
| Q2 24 | $511.0M | — | ||
| Q1 24 | — | $164.0M |
自由现金流
BIPC
CALM
| Q4 25 | — | $47.9M | ||
| Q3 25 | — | $233.3M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $521.8M | ||
| Q4 24 | — | $92.9M | ||
| Q3 24 | — | $81.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $133.8M |
自由现金流率
BIPC
CALM
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 25.3% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 36.8% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 10.4% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 19.0% |
资本支出强度
BIPC
CALM
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 4.3% |
现金转化率
BIPC
CALM
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 1.40× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | 1.12× |
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
CALM
| Retail | $625.4M | 81% |
| Prepared Foods | $71.7M | 9% |
| Egg Products | $34.5M | 4% |
| Service Other | $19.2M | 2% |
| Other | $13.8M | 2% |