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Brookfield Infrastructure Corp（BIPC）与AMERICOLD REALTY TRUST（COLD）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AMERICOLD REALTY TRUST的1.3倍（$866.0M vs $643.1M），AMERICOLD REALTY TRUST净利率更高（-13.7% vs -35.7%，领先21.9%），AMERICOLD REALTY TRUST同比增速更快（-0.7% 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。
Americold Realty Trust是总部位于美国佐治亚州亚特兰大的温控仓储及运输企业，主营现代化商用温控仓储业务，通过冷链体系存储易腐货物，是食品保鲜供应链的重要参与方，为全球第二大温控仓储及配送服务提供商。
BIPC vs COLD — 直观对比
营收规模更大
BIPC
是对方的1.3倍
$643.1M
营收增速更快
COLD
高出4.0%
-4.6%
净利率更高
COLD
高出21.9%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $643.1M |
| 净利润 | $-309.0M | $-88.3M |
| 毛利率 | 65.0% | 31.3% |
| 营业利润率 | 62.7% | -10.8% |
| 净利率 | -35.7% | -13.7% |
| 营收同比 | -4.6% | -0.7% |
| 净利润同比 | -148.1% | -143.9% |
| 每股收益（稀释后） | — | $-0.31 |
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BIPCCOLD
| Q4 25 | — | $643.1M | ||
| Q3 25 | — | $649.0M | ||
| Q2 25 | $866.0M | $635.1M | ||
| Q1 25 | — | $613.7M | ||
| Q4 24 | — | $647.4M | ||
| Q3 24 | — | $660.4M | ||
| Q2 24 | $908.0M | $645.6M | ||
| Q1 24 | — | $651.4M |
净利润BIPCCOLD
| Q4 25 | — | $-88.3M | ||
| Q3 25 | — | $-11.4M | ||
| Q2 25 | $-309.0M | $1.5M | ||
| Q1 25 | — | $-16.4M | ||
| Q4 24 | — | $-36.2M | ||
| Q3 24 | — | $-3.7M | ||
| Q2 24 | $643.0M | $-64.1M | ||
| Q1 24 | — | $9.7M |
毛利率BIPCCOLD
| Q4 25 | — | 31.3% | ||
| Q3 25 | — | 29.3% | ||
| Q2 25 | 65.0% | 30.9% | ||
| Q1 25 | — | 31.1% | ||
| Q4 24 | — | 29.7% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | 63.8% | 31.0% | ||
| Q1 24 | — | 30.3% |
营业利润率BIPCCOLD
| Q4 25 | — | -10.8% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | 62.7% | 5.9% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | -1.8% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | 61.9% | 9.8% | ||
| Q1 24 | — | 6.4% |
净利率BIPCCOLD
| Q4 25 | — | -13.7% | ||
| Q3 25 | — | -1.8% | ||
| Q2 25 | -35.7% | 0.2% | ||
| Q1 25 | — | -2.7% | ||
| Q4 24 | — | -5.6% | ||
| Q3 24 | — | -0.6% | ||
| Q2 24 | 70.8% | -9.9% | ||
| Q1 24 | — | 1.5% |
每股收益（稀释后）BIPCCOLD
| Q4 25 | — | $-0.31 | ||
| Q3 25 | — | $-0.04 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $-0.06 | ||
| Q4 24 | — | $-0.12 | ||
| Q3 24 | — | $-0.01 | ||
| Q2 24 | — | $-0.23 | ||
| Q1 24 | — | $0.03 |
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 | $136.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $23.9B | $8.1B |
| 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BIPCCOLD
| Q4 25 | — | $136.9M | ||
| Q3 25 | — | $33.3M | ||
| Q2 25 | $1.2B | $101.4M | ||
| Q1 25 | — | $38.9M | ||
| Q4 24 | — | $47.7M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | $466.0M | $44.2M | ||
| Q1 24 | — | $59.2M |
股东权益BIPCCOLD
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $2.2B | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | $3.5B | $3.4B | ||
| Q1 24 | — | $3.6B |
总资产BIPCCOLD
| Q4 25 | — | $8.1B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | $23.9B | $8.1B | ||
| Q1 25 | — | $7.8B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | $23.7B | $7.8B | ||
| Q1 24 | — | $7.8B |
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 | $130.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-12.2M |
| 自由现金流率自由现金流/营收 | — | -1.9% |
| 资本支出强度资本支出/营收 | — | 22.1% |
| 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 | — | $-217.2M |
8季度趋势，按日历期对齐
经营现金流BIPCCOLD
| Q4 25 | — | $130.2M | ||
| Q3 25 | — | $78.9M | ||
| Q2 25 | $478.0M | $120.3M | ||
| Q1 25 | — | $30.2M | ||
| Q4 24 | — | $162.6M | ||
| Q3 24 | — | $50.6M | ||
| Q2 24 | $511.0M | $136.7M | ||
| Q1 24 | — | $62.0M |
自由现金流BIPCCOLD
| Q4 25 | — | $-12.2M | ||
| Q3 25 | — | $-65.4M | ||
| Q2 25 | — | $-57.4M | ||
| Q1 25 | — | $-82.3M | ||
| Q4 24 | — | $57.4M | ||
| Q3 24 | — | $-44.5M | ||
| Q2 24 | — | $73.3M | ||
| Q1 24 | — | $16.2M |
自由现金流率BIPCCOLD
| Q4 25 | — | -1.9% | ||
| Q3 25 | — | -10.1% | ||
| Q2 25 | — | -9.0% | ||
| Q1 25 | — | -13.4% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | -6.7% | ||
| Q2 24 | — | 11.4% | ||
| Q1 24 | — | 2.5% |
资本支出强度BIPCCOLD
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 22.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 9.8% | ||
| Q1 24 | — | 7.0% |
现金转化率BIPCCOLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 78.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | 6.36× |
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
COLD
| Warehouse Services | $269.0M | 42% |
| Warehouse Rent And Storage | $199.9M | 31% |
| Other Facilities Costs | $60.0M | 9% |
| Transportation Segment | $48.3M | 8% |
| Power | $34.7M | 5% |
| Transportation | $22.0M | 3% |
| Third Party Managed Segment | $9.5M | 1% |
| Third Party Managed | $2.4M | 0% |
