vs
Brookfield Infrastructure Corp（BIPC）与科慕（CC）财务数据对比。点击上方公司名可切换其他公司
科慕的季度营收约是Brookfield Infrastructure Corp的1.5倍（$1.3B vs $866.0M），科慕净利率更高（-3.5% vs -35.7%，领先32.1%），科慕同比增速更快（-2.1% 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。
科慕公司是一家美国化工企业，2015年7月从杜邦分拆成立，总部位于美国特拉华州威尔明顿。公司主营产品包括具备不粘特性的知名品牌特氟龙（聚四氟乙烯PTFE）、二氧化钛以及制冷剂气体，在特种化工领域拥有深厚的技术积累。
BIPC vs CC — 直观对比
营收规模更大
CC
是对方的1.5倍
$866.0M
营收增速更快
CC
高出2.6%
-4.6%
净利率更高
CC
高出32.1%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.3B |
| 净利润 | $-309.0M | $-47.0M |
| 毛利率 | 65.0% | 11.7% |
| 营业利润率 | 62.7% | — |
| 净利率 | -35.7% | -3.5% |
| 营收同比 | -4.6% | -2.1% |
| 净利润同比 | -148.1% | -261.5% |
| 每股收益（稀释后） | — | $-0.32 |
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BIPCCC
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $866.0M | $1.6B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $908.0M | $1.6B | ||
| Q1 24 | — | $1.4B |
净利润BIPCCC
| Q4 25 | — | $-47.0M | ||
| Q3 25 | — | $46.0M | ||
| Q2 25 | $-309.0M | $-380.0M | ||
| Q1 25 | — | $-5.0M | ||
| Q4 24 | — | $-13.0M | ||
| Q3 24 | — | $-32.0M | ||
| Q2 24 | $643.0M | $60.0M | ||
| Q1 24 | — | $54.0M |
毛利率BIPCCC
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 15.6% | ||
| Q2 25 | 65.0% | 17.2% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | 19.0% | ||
| Q2 24 | 63.8% | 19.8% | ||
| Q1 24 | — | 20.9% |
营业利润率BIPCCC
| Q4 25 | — | — | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 62.7% | -15.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.1% | ||
| Q3 24 | — | -2.1% | ||
| Q2 24 | 61.9% | 4.4% | ||
| Q1 24 | — | 5.1% |
净利率BIPCCC
| Q4 25 | — | -3.5% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | -35.7% | -23.5% | ||
| Q1 25 | — | -0.4% | ||
| Q4 24 | — | -1.0% | ||
| Q3 24 | — | -2.1% | ||
| Q2 24 | 70.8% | 3.9% | ||
| Q1 24 | — | 4.0% |
每股收益（稀释后）BIPCCC
| Q4 25 | — | $-0.32 | ||
| Q3 25 | — | $0.31 | ||
| Q2 25 | — | $-2.53 | ||
| Q1 25 | — | $-0.03 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $-0.22 | ||
| Q2 24 | — | $0.39 | ||
| Q1 24 | — | $0.36 |
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 | $670.0M |
| 总债务越低越好 | — | $4.1B |
| 股东权益账面价值 | $2.2B | $250.0M |
| 总资产 | $23.9B | $7.4B |
| 负债/权益比越低杠杆越低 | — | 16.40× |
8季度趋势，按日历期对齐
现金及短期投资BIPCCC
| Q4 25 | — | $670.0M | ||
| Q3 25 | — | $613.0M | ||
| Q2 25 | $1.2B | $502.0M | ||
| Q1 25 | — | $464.0M | ||
| Q4 24 | — | $713.0M | ||
| Q3 24 | — | $596.0M | ||
| Q2 24 | $466.0M | $604.0M | ||
| Q1 24 | — | $746.0M |
总债务BIPCCC
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | — | $4.1B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.0B | ||
| Q1 24 | — | $4.0B |
股东权益BIPCCC
| Q4 25 | — | $250.0M | ||
| Q3 25 | — | $274.0M | ||
| Q2 25 | $2.2B | $228.0M | ||
| Q1 25 | — | $566.0M | ||
| Q4 24 | — | $571.0M | ||
| Q3 24 | — | $643.0M | ||
| Q2 24 | $3.5B | $714.0M | ||
| Q1 24 | — | $753.0M |
总资产BIPCCC
| Q4 25 | — | $7.4B | ||
| Q3 25 | — | $7.5B | ||
| Q2 25 | $23.9B | $7.5B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | — | $7.5B | ||
| Q3 24 | — | $7.5B | ||
| Q2 24 | $23.7B | $7.2B | ||
| Q1 24 | — | $8.0B |
负债/权益比BIPCCC
| Q4 25 | — | 16.40× | ||
| Q3 25 | — | 14.96× | ||
| Q2 25 | — | 17.99× | ||
| Q1 25 | — | 7.18× | ||
| Q4 24 | — | 7.11× | ||
| Q3 24 | — | 6.20× | ||
| Q2 24 | — | 5.53× | ||
| Q1 24 | — | 5.27× |
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 | $137.0M |
| 自由现金流经营现金流 - 资本支出 | — | $92.0M |
| 自由现金流率自由现金流/营收 | — | 6.9% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 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 | — | $51.0M |
8季度趋势，按日历期对齐
经营现金流BIPCCC
| Q4 25 | — | $137.0M | ||
| Q3 25 | — | $146.0M | ||
| Q2 25 | $478.0M | $93.0M | ||
| Q1 25 | — | $-112.0M | ||
| Q4 24 | — | $138.0M | ||
| Q3 24 | — | $139.0M | ||
| Q2 24 | $511.0M | $-620.0M | ||
| Q1 24 | — | $-290.0M |
自由现金流BIPCCC
| Q4 25 | — | $92.0M | ||
| Q3 25 | — | $105.0M | ||
| Q2 25 | — | $50.0M | ||
| Q1 25 | — | $-196.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $63.0M | ||
| Q2 24 | — | $-693.0M | ||
| Q1 24 | — | $-392.0M |
自由现金流率BIPCCC
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | -14.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | -44.6% | ||
| Q1 24 | — | -28.8% |
资本支出强度BIPCCC
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 7.5% |
现金转化率BIPCCC
| Q4 25 | — | — | ||
| Q3 25 | — | 3.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | -10.33× | ||
| Q1 24 | — | -5.37× |
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
CC
| Titanium Technologies | $563.0M | 42% |
| Thermal And Specialized Solutions | $443.0M | 33% |
| Advanced Performance Materials | $312.0M | 23% |
| Other Non-Reportable Segment | $12.0M | 1% |
