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Brookfield Infrastructure Corp(BIPC)与卡彭特科技(CRS)财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Corp的季度营收约是卡彭特科技的1.1倍($866.0M vs $811.5M),卡彭特科技净利率更高(17.2% vs -35.7%,领先52.9%),卡彭特科技同比增速更快(11.6% 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。
卡彭特科技是全球特种合金材料供应商,主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为:航空航天与国防占55%,工业与消费品占17%,医疗占8%,交通、能源各占7%,分销业务占6%。
BIPC vs CRS — 直观对比
营收规模更大
BIPC
是对方的1.1倍
$811.5M
营收增速更快
CRS
高出16.2%
-4.6%
净利率更高
CRS
高出52.9%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $811.5M |
| 净利润 | $-309.0M | $139.6M |
| 毛利率 | 65.0% | 31.0% |
| 营业利润率 | 62.7% | 23.0% |
| 净利率 | -35.7% | 17.2% |
| 营收同比 | -4.6% | 11.6% |
| 净利润同比 | -148.1% | 46.3% |
| 每股收益(稀释后) | — | $2.77 |
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
CRS
| Q1 26 | — | $811.5M | ||
| Q4 25 | — | $728.0M | ||
| Q3 25 | — | $733.7M | ||
| Q2 25 | $866.0M | $755.6M | ||
| Q1 25 | — | $727.0M | ||
| Q4 24 | — | $676.9M | ||
| Q3 24 | — | $717.6M | ||
| Q2 24 | $908.0M | $798.7M |
净利润
BIPC
CRS
| Q1 26 | — | $139.6M | ||
| Q4 25 | — | $105.3M | ||
| Q3 25 | — | $122.5M | ||
| Q2 25 | $-309.0M | $111.7M | ||
| Q1 25 | — | $95.4M | ||
| Q4 24 | — | $84.1M | ||
| Q3 24 | — | $84.8M | ||
| Q2 24 | $643.0M | $93.6M |
毛利率
BIPC
CRS
| Q1 26 | — | 31.0% | ||
| Q4 25 | — | 30.0% | ||
| Q3 25 | — | 29.5% | ||
| Q2 25 | 65.0% | 28.3% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 26.2% | ||
| Q3 24 | — | 24.6% | ||
| Q2 24 | 63.8% | 23.9% |
营业利润率
BIPC
CRS
| Q1 26 | — | 23.0% | ||
| Q4 25 | — | 21.3% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | 62.7% | 20.1% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 15.8% | ||
| Q2 24 | 61.9% | 13.6% |
净利率
BIPC
CRS
| Q1 26 | — | 17.2% | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | -35.7% | 14.8% | ||
| Q1 25 | — | 13.1% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 11.8% | ||
| Q2 24 | 70.8% | 11.7% |
每股收益(稀释后)
BIPC
CRS
| Q1 26 | — | $2.77 | ||
| Q4 25 | — | $2.09 | ||
| Q3 25 | — | $2.43 | ||
| Q2 25 | — | $2.21 | ||
| Q1 25 | — | $1.88 | ||
| Q4 24 | — | $1.66 | ||
| Q3 24 | — | $1.67 | ||
| Q2 24 | — | $1.85 |
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 | $294.8M |
| 总债务越低越好 | — | $690.4M |
| 股东权益账面价值 | $2.2B | $2.1B |
| 总资产 | $23.9B | $3.7B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
CRS
| Q1 26 | — | $294.8M | ||
| Q4 25 | — | $231.9M | ||
| Q3 25 | — | $208.0M | ||
| Q2 25 | $1.2B | $315.5M | ||
| Q1 25 | — | $151.5M | ||
| Q4 24 | — | $162.1M | ||
| Q3 24 | — | $150.2M | ||
| Q2 24 | $466.0M | $199.1M |
总债务
BIPC
CRS
| Q1 26 | — | $690.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BIPC
CRS
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $3.5B | $1.6B |
总资产
BIPC
CRS
| Q1 26 | — | $3.7B | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $23.9B | $3.5B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | $23.7B | $3.3B |
负债/权益比
BIPC
CRS
| Q1 26 | — | 0.33× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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 | — | — |
| 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
BIPC
CRS
| Q1 26 | — | — | ||
| Q4 25 | — | $132.2M | ||
| Q3 25 | — | $39.2M | ||
| Q2 25 | $478.0M | $258.1M | ||
| Q1 25 | — | $74.2M | ||
| Q4 24 | — | $67.9M | ||
| Q3 24 | — | $40.2M | ||
| Q2 24 | $511.0M | $169.5M |
自由现金流
BIPC
CRS
| Q1 26 | — | — | ||
| Q4 25 | — | $85.9M | ||
| Q3 25 | — | $-3.4M | ||
| Q2 25 | — | $200.2M | ||
| Q1 25 | — | $34.0M | ||
| Q4 24 | — | $38.6M | ||
| Q3 24 | — | $13.3M | ||
| Q2 24 | — | $141.8M |
自由现金流率
BIPC
CRS
| Q1 26 | — | — | ||
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | -0.5% | ||
| Q2 25 | — | 26.5% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 17.8% |
资本支出强度
BIPC
CRS
| Q1 26 | — | — | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.5% |
现金转化率
BIPC
CRS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.26× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | 0.79× | 1.81× |
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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |