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Brookfield Infrastructure Corp（BIPC）与CIENA CORP（CIEN）财务数据对比。点击上方公司名可切换其他公司
CIENA CORP的季度营收约是Brookfield Infrastructure Corp的1.4倍（$1.2B vs $866.0M），CIENA CORP净利率更高（4.1% vs -35.7%，领先39.8%）
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。
Ciena是总部位于美国马里兰州汉诺威的光网络系统及软件提供商，是光连接领域的核心参与者。截至2025年11月，公司营收达48亿美元，全球员工超9000人，由加里·史密斯担任总裁兼首席执行官。
BIPC vs CIEN — 直观对比
营收规模更大
CIEN
是对方的1.4倍
$866.0M
净利率更高
CIEN
高出39.8%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.2B |
| 净利润 | $-309.0M | $50.3M |
| 毛利率 | 65.0% | 41.3% |
| 营业利润率 | 62.7% | 6.0% |
| 净利率 | -35.7% | 4.1% |
| 营收同比 | -4.6% | — |
| 净利润同比 | -148.1% | — |
| 每股收益（稀释后） | — | $0.35 |
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BIPCCIEN
| Q3 25 | — | $1.2B | ||
| Q2 25 | $866.0M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $942.3M | ||
| Q2 24 | $908.0M | $910.8M | ||
| Q1 24 | — | $1.0B | ||
| Q4 23 | — | $1.1B |
净利润BIPCCIEN
| Q3 25 | — | $50.3M | ||
| Q2 25 | $-309.0M | $9.0M | ||
| Q1 25 | — | $44.6M | ||
| Q4 24 | — | $37.0M | ||
| Q3 24 | — | $14.2M | ||
| Q2 24 | $643.0M | $-16.8M | ||
| Q1 24 | — | $49.5M | ||
| Q4 23 | — | $91.2M |
毛利率BIPCCIEN
| Q3 25 | — | 41.3% | ||
| Q2 25 | 65.0% | 40.2% | ||
| Q1 25 | — | 44.0% | ||
| Q4 24 | — | 40.9% | ||
| Q3 24 | — | 42.9% | ||
| Q2 24 | 63.8% | 42.7% | ||
| Q1 24 | — | 45.0% | ||
| Q4 23 | — | 43.1% |
营业利润率BIPCCIEN
| Q3 25 | — | 6.0% | ||
| Q2 25 | 62.7% | 2.9% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | 61.9% | -0.4% | ||
| Q1 24 | — | 8.2% | ||
| Q4 23 | — | 8.1% |
净利率BIPCCIEN
| Q3 25 | — | 4.1% | ||
| Q2 25 | -35.7% | 0.8% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | 70.8% | -1.8% | ||
| Q1 24 | — | 4.8% | ||
| Q4 23 | — | 8.1% |
每股收益（稀释后）BIPCCIEN
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.06 | ||
| Q1 25 | — | $0.31 | ||
| Q4 24 | — | $0.26 | ||
| Q3 24 | — | $0.10 | ||
| Q2 24 | — | $-0.12 | ||
| Q1 24 | — | $0.34 | ||
| Q4 23 | — | $0.62 |
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 | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.8B |
| 总资产 | $23.9B | $5.7B |
| 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BIPCCIEN
| Q3 25 | — | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $466.0M | $1.3B | ||
| Q1 24 | — | $1.4B | ||
| Q4 23 | — | $1.1B |
股东权益BIPCCIEN
| Q3 25 | — | $2.8B | ||
| Q2 25 | $2.2B | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $3.5B | $2.9B | ||
| Q1 24 | — | $2.9B | ||
| Q4 23 | — | $2.8B |
总资产BIPCCIEN
| Q3 25 | — | $5.7B | ||
| Q2 25 | $23.9B | $5.7B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $5.6B | ||
| Q2 24 | $23.7B | $5.6B | ||
| Q1 24 | — | $5.6B | ||
| Q4 23 | — | $5.6B |
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 | $174.3M |
| 自由现金流经营现金流 - 资本支出 | — | $134.6M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | — | 3.47× |
| 过去12个月自由现金流最近4个季度 | — | $605.5M |
8季度趋势，按日历期对齐
经营现金流BIPCCIEN
| Q3 25 | — | $174.3M | ||
| Q2 25 | $478.0M | $156.9M | ||
| Q1 25 | — | $103.7M | ||
| Q4 24 | — | $349.4M | ||
| Q3 24 | — | $-159.4M | ||
| Q2 24 | $511.0M | $58.5M | ||
| Q1 24 | — | $266.1M | ||
| Q4 23 | — | $195.5M |
自由现金流BIPCCIEN
| Q3 25 | — | $134.6M | ||
| Q2 25 | — | $128.2M | ||
| Q1 25 | — | $76.8M | ||
| Q4 24 | — | $265.8M | ||
| Q3 24 | — | $-179.0M | ||
| Q2 24 | — | $41.6M | ||
| Q1 24 | — | $249.5M | ||
| Q4 23 | — | $172.7M |
自由现金流率BIPCCIEN
| Q3 25 | — | 11.0% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 23.6% | ||
| Q3 24 | — | -19.0% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 24.0% | ||
| Q4 23 | — | 15.3% |
资本支出强度BIPCCIEN
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 1.6% | ||
| Q4 23 | — | 2.0% |
现金转化率BIPCCIEN
| Q3 25 | — | 3.47× | ||
| Q2 25 | — | 17.50× | ||
| Q1 25 | — | 2.33× | ||
| Q4 24 | — | 9.44× | ||
| Q3 24 | — | -11.20× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | 5.37× | ||
| Q4 23 | — | 2.14× |
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
CIEN
| Optical Networking | $815.5M | 67% |
| Routing And Switching | $125.9M | 10% |
| Platform Softwareand Services Segment | $90.0M | 7% |
| Maintenance Support And Training | $80.7M | 7% |
| Installation And Deployment | $65.9M | 5% |
| Blue Planet Automation Softwareand Services Segment | $27.8M | 2% |
| Consulting And Network Design | $13.6M | 1% |
