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Brookfield Infrastructure Corp(BIPC)与CoStar Group(CSGP)财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是Brookfield Infrastructure Corp的1.0倍($899.9M vs $866.0M),CoStar Group净利率更高(5.2% vs -35.7%,领先40.8%),CoStar Group同比增速更快(26.9% 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。
CoStar Group是1987年成立的美国商业地产服务商,总部位于弗吉尼亚州阿灵顿,业务覆盖北美、欧洲地区,为商业地产行业提供信息、分析及营销解决方案,旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
BIPC vs CSGP — 直观对比
营收规模更大
CSGP
是对方的1.0倍
$866.0M
营收增速更快
CSGP
高出31.5%
-4.6%
净利率更高
CSGP
高出40.8%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $899.9M |
| 净利润 | $-309.0M | $46.5M |
| 毛利率 | 65.0% | 78.6% |
| 营业利润率 | 62.7% | 5.5% |
| 净利率 | -35.7% | 5.2% |
| 营收同比 | -4.6% | 26.9% |
| 净利润同比 | -148.1% | -22.2% |
| 每股收益(稀释后) | — | $0.12 |
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
CSGP
| Q4 25 | — | $899.9M | ||
| Q3 25 | — | $833.6M | ||
| Q2 25 | $866.0M | $781.3M | ||
| Q1 25 | — | $732.2M | ||
| Q4 24 | — | $709.4M | ||
| Q3 24 | — | $692.6M | ||
| Q2 24 | $908.0M | $677.8M | ||
| Q1 24 | — | $656.4M |
净利润
BIPC
CSGP
| Q4 25 | — | $46.5M | ||
| Q3 25 | — | $-30.9M | ||
| Q2 25 | $-309.0M | $6.2M | ||
| Q1 25 | — | $-14.8M | ||
| Q4 24 | — | $59.8M | ||
| Q3 24 | — | $53.0M | ||
| Q2 24 | $643.0M | $19.2M | ||
| Q1 24 | — | $6.7M |
毛利率
BIPC
CSGP
| Q4 25 | — | 78.6% | ||
| Q3 25 | — | 79.3% | ||
| Q2 25 | 65.0% | 78.5% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 80.1% | ||
| Q3 24 | — | 79.7% | ||
| Q2 24 | 63.8% | 80.0% | ||
| Q1 24 | — | 78.5% |
营业利润率
BIPC
CSGP
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | -6.1% | ||
| Q2 25 | 62.7% | -3.5% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | 61.9% | -2.4% | ||
| Q1 24 | — | -6.5% |
净利率
BIPC
CSGP
| Q4 25 | — | 5.2% | ||
| Q3 25 | — | -3.7% | ||
| Q2 25 | -35.7% | 0.8% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | 70.8% | 2.8% | ||
| Q1 24 | — | 1.0% |
每股收益(稀释后)
BIPC
CSGP
| Q4 25 | — | $0.12 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $-0.04 | ||
| Q4 24 | — | $0.14 | ||
| Q3 24 | — | $0.13 | ||
| Q2 24 | — | $0.05 | ||
| Q1 24 | — | $0.02 |
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 | $1.6B |
| 总债务越低越好 | — | $140.0M |
| 股东权益账面价值 | $2.2B | $8.3B |
| 总资产 | $23.9B | $10.5B |
| 负债/权益比越低杠杆越低 | — | 0.02× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
CSGP
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $1.2B | $3.6B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | $466.0M | — | ||
| Q1 24 | — | — |
总债务
BIPC
CSGP
| Q4 25 | — | $140.0M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益
BIPC
CSGP
| Q4 25 | — | $8.3B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | $2.2B | $8.6B | ||
| Q1 25 | — | $8.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.5B | ||
| Q2 24 | $3.5B | $7.4B | ||
| Q1 24 | — | $7.3B |
总资产
BIPC
CSGP
| Q4 25 | — | $10.5B | ||
| Q3 25 | — | $10.8B | ||
| Q2 25 | $23.9B | $10.5B | ||
| Q1 25 | — | $10.4B | ||
| Q4 24 | — | $9.3B | ||
| Q3 24 | — | $9.1B | ||
| Q2 24 | $23.7B | $9.1B | ||
| Q1 24 | — | $9.0B |
负债/权益比
BIPC
CSGP
| Q4 25 | — | 0.02× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $162.1M |
| 自由现金流经营现金流 - 资本支出 | — | $101.3M |
| 自由现金流率自由现金流/营收 | — | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 现金转化率经营现金流/净利润 | — | 3.49× |
| 过去12个月自由现金流最近4个季度 | — | $123.0M |
8季度趋势,按日历期对齐
经营现金流
BIPC
CSGP
| Q4 25 | — | $162.1M | ||
| Q3 25 | — | $68.2M | ||
| Q2 25 | $478.0M | $146.5M | ||
| Q1 25 | — | $53.2M | ||
| Q4 24 | — | $94.6M | ||
| Q3 24 | — | $100.3M | ||
| Q2 24 | $511.0M | $58.1M | ||
| Q1 24 | — | $139.6M |
自由现金流
BIPC
CSGP
| Q4 25 | — | $101.3M | ||
| Q3 25 | — | $-5.5M | ||
| Q2 25 | — | $27.7M | ||
| Q1 25 | — | $-500.0K | ||
| Q4 24 | — | $25.2M | ||
| Q3 24 | — | $40.2M | ||
| Q2 24 | — | $-14.7M | ||
| Q1 24 | — | $-237.1M |
自由现金流率
BIPC
CSGP
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | -0.1% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | -2.2% | ||
| Q1 24 | — | -36.1% |
资本支出强度
BIPC
CSGP
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 8.7% | ||
| Q2 24 | — | 10.7% | ||
| Q1 24 | — | 57.4% |
现金转化率
BIPC
CSGP
| Q4 25 | — | 3.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 23.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.58× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | 0.79× | 3.03× | ||
| Q1 24 | — | 20.84× |
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
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |