vs
Brookfield Infrastructure Corp（BIPC）与Camping World Holdings, Inc.（CWH）财务数据对比。点击上方公司名可切换其他公司
Camping World Holdings, Inc.的季度营收约是Brookfield Infrastructure Corp的1.4倍（$1.2B vs $866.0M），Camping World Holdings, Inc.净利率更高（-9.3% vs -35.7%，领先26.4%），Camping World Holdings, Inc.同比增速更快（-2.6% 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。
露营世界控股公司是美国知名露营房车行业企业，总部位于伊利诺伊州林肯郡，主营休闲房车销售、房车配件供应及售后维保服务，同时也售卖各类露营装备。目前公司在全美共设有202家线下门店，除线下门店经营外，还通过电话等渠道开展零售业务，2016年10月完成首次公开募股上市，募资2.51亿美元。
BIPC vs CWH — 直观对比
营收规模更大
CWH
是对方的1.4倍
$866.0M
营收增速更快
CWH
高出2.1%
-4.6%
净利率更高
CWH
高出26.4%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.2B |
| 净利润 | $-309.0M | $-109.1M |
| 毛利率 | 65.0% | 28.8% |
| 营业利润率 | 62.7% | -4.3% |
| 净利率 | -35.7% | -9.3% |
| 营收同比 | -4.6% | -2.6% |
| 净利润同比 | -148.1% | -83.3% |
| 每股收益（稀释后） | — | — |
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BIPCCWH
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $866.0M | $2.0B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $908.0M | $1.8B | ||
| Q1 24 | — | $1.4B |
净利润BIPCCWH
| Q4 25 | — | $-109.1M | ||
| Q3 25 | — | $-40.4M | ||
| Q2 25 | $-309.0M | $30.2M | ||
| Q1 25 | — | $-12.3M | ||
| Q4 24 | — | $-59.5M | ||
| Q3 24 | — | $5.5M | ||
| Q2 24 | $643.0M | $9.8M | ||
| Q1 24 | — | $-22.3M |
毛利率BIPCCWH
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | 65.0% | 30.0% | ||
| Q1 25 | — | 30.4% | ||
| Q4 24 | — | 31.3% | ||
| Q3 24 | — | 28.9% | ||
| Q2 24 | 63.8% | 30.3% | ||
| Q1 24 | — | 29.5% |
营业利润率BIPCCWH
| Q4 25 | — | -4.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | 62.7% | 6.6% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | 61.9% | 5.3% | ||
| Q1 24 | — | 0.3% |
净利率BIPCCWH
| Q4 25 | — | -9.3% | ||
| Q3 25 | — | -2.2% | ||
| Q2 25 | -35.7% | 1.5% | ||
| Q1 25 | — | -0.9% | ||
| Q4 24 | — | -4.9% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | 70.8% | 0.5% | ||
| Q1 24 | — | -1.6% |
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 | $215.0M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.2B | $228.6M |
| 总资产 | $23.9B | $5.0B |
| 负债/权益比越低杠杆越低 | — | 6.44× |
8季度趋势，按日历期对齐
现金及短期投资BIPCCWH
| Q4 25 | — | $215.0M | ||
| Q3 25 | — | $230.5M | ||
| Q2 25 | $1.2B | $118.1M | ||
| Q1 25 | — | $20.9M | ||
| Q4 24 | — | $208.4M | ||
| Q3 24 | — | $28.4M | ||
| Q2 24 | $466.0M | $23.7M | ||
| Q1 24 | — | $29.7M |
总债务BIPCCWH
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
股东权益BIPCCWH
| Q4 25 | — | $228.6M | ||
| Q3 25 | — | $296.2M | ||
| Q2 25 | $2.2B | $340.5M | ||
| Q1 25 | — | $310.5M | ||
| Q4 24 | — | $326.6M | ||
| Q3 24 | — | $151.6M | ||
| Q2 24 | $3.5B | $149.7M | ||
| Q1 24 | — | $142.8M |
总资产BIPCCWH
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $23.9B | $5.2B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | $23.7B | $5.0B | ||
| Q1 24 | — | $5.1B |
负债/权益比BIPCCWH
| Q4 25 | — | 6.44× | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | 4.42× | ||
| Q1 25 | — | 4.87× | ||
| Q4 24 | — | 4.64× | ||
| Q3 24 | — | 10.09× | ||
| Q2 24 | — | 10.28× | ||
| Q1 24 | — | 11.00× |
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 | $-227.2M |
| 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BIPCCWH
| Q4 25 | — | $-227.2M | ||
| Q3 25 | — | $139.8M | ||
| Q2 25 | $478.0M | $187.9M | ||
| Q1 25 | — | $-232.5M | ||
| Q4 24 | — | $-163.4M | ||
| Q3 24 | — | $324.2M | ||
| Q2 24 | $511.0M | $152.3M | ||
| Q1 24 | — | $-68.0M |
现金转化率BIPCCWH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 58.93× | ||
| Q2 24 | 0.79× | 15.59× | ||
| Q1 24 | — | — |
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
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
