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Brookfield Infrastructure Corp（BIPC）与Datadog（DDOG）财务数据对比。点击上方公司名可切换其他公司
Datadog的季度营收约是Brookfield Infrastructure Corp的1.2倍（$1.0B vs $866.0M），Datadog净利率更高（5.2% vs -35.7%，领先40.9%），Datadog同比增速更快（32.2% 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。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
BIPC vs DDOG — 直观对比
营收规模更大
DDOG
是对方的1.2倍
$866.0M
营收增速更快
DDOG
高出36.8%
-4.6%
净利率更高
DDOG
高出40.9%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.0B |
| 净利润 | $-309.0M | $52.6M |
| 毛利率 | 65.0% | 79.2% |
| 营业利润率 | 62.7% | 21.5% |
| 净利率 | -35.7% | 5.2% |
| 营收同比 | -4.6% | 32.2% |
| 净利润同比 | -148.1% | 113.4% |
| 每股收益（稀释后） | — | $0.15 |
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BIPCDDOG
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $953.2M | ||
| Q3 25 | — | $885.7M | ||
| Q2 25 | $866.0M | $826.8M | ||
| Q1 25 | — | $761.6M | ||
| Q4 24 | — | $737.7M | ||
| Q3 24 | — | $690.0M | ||
| Q2 24 | $908.0M | $645.3M |
净利润BIPCDDOG
| Q1 26 | — | $52.6M | ||
| Q4 25 | — | $46.6M | ||
| Q3 25 | — | $33.9M | ||
| Q2 25 | $-309.0M | $2.6M | ||
| Q1 25 | — | $24.6M | ||
| Q4 24 | — | $45.6M | ||
| Q3 24 | — | $51.7M | ||
| Q2 24 | $643.0M | $43.8M |
毛利率BIPCDDOG
| Q1 26 | — | 79.2% | ||
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | 65.0% | 79.9% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | 63.8% | 80.9% |
营业利润率BIPCDDOG
| Q1 26 | — | 21.5% | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | 62.7% | -4.3% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | 61.9% | 2.0% |
净利率BIPCDDOG
| Q1 26 | — | 5.2% | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | -35.7% | 0.3% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | 70.8% | 6.8% |
每股收益（稀释后）BIPCDDOG
| Q1 26 | — | $0.15 | ||
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $0.10 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.14 | ||
| Q3 24 | — | $0.14 | ||
| Q2 24 | — | $0.12 |
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 | $426.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $4.0B |
| 总资产 | $23.9B | $7.0B |
| 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BIPCDDOG
| Q1 26 | — | $426.4M | ||
| Q4 25 | — | $401.3M | ||
| Q3 25 | — | $540.6M | ||
| Q2 25 | $1.2B | $489.0M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $337.4M | ||
| Q2 24 | $466.0M | $411.0M |
股东权益BIPCDDOG
| Q1 26 | — | $4.0B | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $3.5B | $2.4B |
总资产BIPCDDOG
| Q1 26 | — | $7.0B | ||
| Q4 25 | — | $6.6B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $23.9B | $5.8B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $23.7B | $4.4B |
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 | $334.6M |
| 自由现金流经营现金流 - 资本支出 | — | $289.1M |
| 自由现金流率自由现金流/营收 | — | 28.7% |
| 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 | — | 6.36× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流BIPCDDOG
| Q1 26 | — | $334.6M | ||
| Q4 25 | — | $327.1M | ||
| Q3 25 | — | $251.5M | ||
| Q2 25 | $478.0M | $200.1M | ||
| Q1 25 | — | $271.5M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | $511.0M | $164.4M |
自由现金流BIPCDDOG
| Q1 26 | — | $289.1M | ||
| Q4 25 | — | $318.2M | ||
| Q3 25 | — | $234.7M | ||
| Q2 25 | — | $184.9M | ||
| Q1 25 | — | $262.8M | ||
| Q4 24 | — | $257.5M | ||
| Q3 24 | — | $220.3M | ||
| Q2 24 | — | $160.0M |
自由现金流率BIPCDDOG
| Q1 26 | — | 28.7% | ||
| Q4 25 | — | 33.4% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 22.4% | ||
| Q1 25 | — | 34.5% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 24.8% |
资本支出强度BIPCDDOG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.7% |
现金转化率BIPCDDOG
| Q1 26 | — | 6.36× | ||
| Q4 25 | — | 7.02× | ||
| Q3 25 | — | 7.42× | ||
| Q2 25 | — | 75.58× | ||
| Q1 25 | — | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | — | 4.42× | ||
| Q2 24 | 0.79× | 3.75× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
