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Brookfield Infrastructure Corp（BIPC）与CMB.TECH NV（CMBT）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CMB.TECH NV的1.5倍（$866.0M vs $592.8M），CMB.TECH NV净利率更高（32.3% vs -35.7%，领先67.9%），Brookfield Infrastructure Corp同比增速更快（-4.6% vs -34.6%）
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。
CMB.TECH前身为Euronav，是全球知名的原油运输企业，运营超大型油轮（VLCC）、苏伊士型油轮及浮式储卸油装置（FSO），为全球能源产业链提供专业的海上原油运输及存储解决方案，业务布局覆盖主要国际油气运输航线。
BIPC vs CMBT — 直观对比
营收规模更大
BIPC
是对方的1.5倍
$592.8M
营收增速更快
BIPC
高出29.9%
-34.6%
净利率更高
CMBT
高出67.9%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $592.8M |
| 净利润 | $-309.0M | $191.2M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 46.4% |
| 净利率 | -35.7% | 32.3% |
| 营收同比 | -4.6% | -34.6% |
| 净利润同比 | -148.1% | -63.3% |
| 每股收益（稀释后） | — | $1.01 |
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BIPCCMBT
| Q2 25 | $866.0M | — | ||
| Q4 24 | — | $592.8M | ||
| Q2 24 | $908.0M | — | ||
| Q4 23 | — | $905.9M | ||
| Q2 23 | $538.0M | — | ||
| Q2 22 | $479.0M | — |
净利润BIPCCMBT
| Q2 25 | $-309.0M | — | ||
| Q4 24 | — | $191.2M | ||
| Q2 24 | $643.0M | — | ||
| Q4 23 | — | $521.2M | ||
| Q2 23 | $-154.0M | — | ||
| Q2 22 | $842.0M | — |
毛利率BIPCCMBT
| Q2 25 | 65.0% | — | ||
| Q4 24 | — | — | ||
| Q2 24 | 63.8% | — | ||
| Q4 23 | — | — | ||
| Q2 23 | 72.3% | — | ||
| Q2 22 | 72.7% | — |
营业利润率BIPCCMBT
| Q2 25 | 62.7% | — | ||
| Q4 24 | — | 46.4% | ||
| Q2 24 | 61.9% | — | ||
| Q4 23 | — | 63.4% | ||
| Q2 23 | 69.1% | — | ||
| Q2 22 | 69.1% | — |
净利率BIPCCMBT
| Q2 25 | -35.7% | — | ||
| Q4 24 | — | 32.3% | ||
| Q2 24 | 70.8% | — | ||
| Q4 23 | — | 57.5% | ||
| Q2 23 | -28.6% | — | ||
| Q2 22 | 175.8% | — |
每股收益（稀释后）BIPCCMBT
| Q2 25 | — | — | ||
| Q4 24 | — | $1.01 | ||
| Q2 24 | — | — | ||
| Q4 23 | — | $2.58 | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
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 | $38.9M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $2.2B | $1.2B |
| 总资产 | $23.9B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 2.20× |
8季度趋势，按日历期对齐
现金及短期投资BIPCCMBT
| Q2 25 | $1.2B | — | ||
| Q4 24 | — | $38.9M | ||
| Q2 24 | $466.0M | — | ||
| Q4 23 | — | $429.4M | ||
| Q2 23 | $356.0M | — | ||
| Q2 22 | $512.0M | — |
总债务BIPCCMBT
| Q2 25 | — | — | ||
| Q4 24 | — | $2.6B | ||
| Q2 24 | — | — | ||
| Q4 23 | — | $930.7M | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
股东权益BIPCCMBT
| Q2 25 | $2.2B | — | ||
| Q4 24 | — | $1.2B | ||
| Q2 24 | $3.5B | — | ||
| Q4 23 | — | $2.4B | ||
| Q2 23 | $-764.0M | — | ||
| Q2 22 | $-1.1B | — |
总资产BIPCCMBT
| Q2 25 | $23.9B | — | ||
| Q4 24 | — | $3.9B | ||
| Q2 24 | $23.7B | — | ||
| Q4 23 | — | $3.4B | ||
| Q2 23 | $11.0B | — | ||
| Q2 22 | $10.0B | — |
负债/权益比BIPCCMBT
| Q2 25 | — | — | ||
| Q4 24 | — | 2.20× | ||
| Q2 24 | — | — | ||
| Q4 23 | — | 0.39× | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
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 | $204.4M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.07× |
| 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BIPCCMBT
| Q2 25 | $478.0M | — | ||
| Q4 24 | — | $204.4M | ||
| Q2 24 | $511.0M | — | ||
| Q4 23 | — | $435.8M | ||
| Q2 23 | $265.0M | — | ||
| Q2 22 | $232.0M | — |
自由现金流BIPCCMBT
| Q2 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | $65.6M | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率BIPCCMBT
| Q2 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | 7.2% | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度BIPCCMBT
| Q2 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | 40.9% | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率BIPCCMBT
| Q2 25 | — | — | ||
| Q4 24 | — | 1.07× | ||
| Q2 24 | 0.79× | — | ||
| Q4 23 | — | 0.84× | ||
| Q2 23 | — | — | ||
| Q2 22 | 0.28× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
