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Brookfield Infrastructure Corp（BIPC）与达美乐（DPZ）财务数据对比。点击上方公司名可切换其他公司
达美乐的季度营收约是Brookfield Infrastructure Corp的1.3倍（$1.2B vs $866.0M），达美乐净利率更高（12.2% vs -35.7%，领先47.8%），达美乐同比增速更快（3.5% 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。
达美乐是1960年成立的美国跨国披萨连锁品牌，注册地位于特拉华州，总部坐落在密歇根州安娜堡附近的安娜堡镇达美乐农场办公园区。截至2018年，品牌已在全球83个国家和地区的5701座城市开设约15000家门店，其中美国、印度、英国分别有5649家、1500家和1249家门店。
BIPC vs DPZ — 直观对比
营收规模更大
DPZ
是对方的1.3倍
$866.0M
营收增速更快
DPZ
高出8.1%
-4.6%
净利率更高
DPZ
高出47.8%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.2B |
| 净利润 | $-309.0M | $139.8M |
| 毛利率 | 65.0% | 40.4% |
| 营业利润率 | 62.7% | 20.0% |
| 净利率 | -35.7% | 12.2% |
| 营收同比 | -4.6% | 3.5% |
| 净利润同比 | -148.1% | -6.6% |
| 每股收益（稀释后） | — | $4.13 |
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BIPCDPZ
| Q1 26 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $866.0M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $908.0M | $1.1B | ||
| Q2 23 | $538.0M | — |
净利润BIPCDPZ
| Q1 26 | — | $139.8M | ||
| Q3 25 | — | $139.3M | ||
| Q2 25 | $-309.0M | $131.1M | ||
| Q1 25 | — | $149.7M | ||
| Q4 24 | — | $169.4M | ||
| Q3 24 | — | $146.9M | ||
| Q2 24 | $643.0M | $142.0M | ||
| Q2 23 | $-154.0M | — |
毛利率BIPCDPZ
| Q1 26 | — | 40.4% | ||
| Q3 25 | — | 40.1% | ||
| Q2 25 | 65.0% | 40.3% | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 39.2% | ||
| Q2 24 | 63.8% | 39.8% | ||
| Q2 23 | 72.3% | — |
营业利润率BIPCDPZ
| Q1 26 | — | 20.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | 62.7% | 19.7% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 19.0% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | 61.9% | 17.9% | ||
| Q2 23 | 69.1% | — |
净利率BIPCDPZ
| Q1 26 | — | 12.2% | ||
| Q3 25 | — | 12.1% | ||
| Q2 25 | -35.7% | 11.4% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | 70.8% | 12.9% | ||
| Q2 23 | -28.6% | — |
每股收益（稀释后）BIPCDPZ
| Q1 26 | — | $4.13 | ||
| Q3 25 | — | $4.08 | ||
| Q2 25 | — | $3.81 | ||
| Q1 25 | — | $4.33 | ||
| Q4 24 | — | $4.89 | ||
| Q3 24 | — | $4.19 | ||
| Q2 24 | — | $4.03 | ||
| Q2 23 | — | — |
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 | $232.9M |
| 总债务越低越好 | — | $4.9B |
| 股东权益账面价值 | $2.2B | — |
| 总资产 | $23.9B | $1.8B |
| 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BIPCDPZ
| Q1 26 | — | $232.9M | ||
| Q3 25 | — | $139.7M | ||
| Q2 25 | $1.2B | $272.9M | ||
| Q1 25 | — | $304.3M | ||
| Q4 24 | — | $186.1M | ||
| Q3 24 | — | $189.1M | ||
| Q2 24 | $466.0M | $283.7M | ||
| Q2 23 | $356.0M | — |
总债务BIPCDPZ
| Q1 26 | — | $4.9B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $5.0B | ||
| Q2 23 | — | — |
股东权益BIPCDPZ
| Q1 26 | — | — | ||
| Q3 25 | — | $-4.0B | ||
| Q2 25 | $2.2B | $-4.0B | ||
| Q1 25 | — | $-3.9B | ||
| Q4 24 | — | $-4.0B | ||
| Q3 24 | — | $-4.0B | ||
| Q2 24 | $3.5B | $-3.9B | ||
| Q2 23 | $-764.0M | — |
总资产BIPCDPZ
| Q1 26 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $23.9B | $1.8B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $23.7B | $1.9B | ||
| Q2 23 | $11.0B | — |
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 | $162.0M |
| 自由现金流经营现金流 - 资本支出 | — | $147.0M |
| 自由现金流率自由现金流/营收 | — | 12.8% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | 1.16× |
| 过去12个月自由现金流最近4个季度 | — | $625.3M |
8季度趋势，按日历期对齐
经营现金流BIPCDPZ
| Q1 26 | — | $162.0M | ||
| Q3 25 | — | $185.4M | ||
| Q2 25 | $478.0M | $187.8M | ||
| Q1 25 | — | $179.1M | ||
| Q4 24 | — | $178.0M | ||
| Q3 24 | — | $172.7M | ||
| Q2 24 | $511.0M | $150.7M | ||
| Q2 23 | $265.0M | — |
自由现金流BIPCDPZ
| Q1 26 | — | $147.0M | ||
| Q3 25 | — | $164.0M | ||
| Q2 25 | — | $167.3M | ||
| Q1 25 | — | $164.3M | ||
| Q4 24 | — | $135.9M | ||
| Q3 24 | — | $145.6M | ||
| Q2 24 | — | $127.2M | ||
| Q2 23 | — | — |
自由现金流率BIPCDPZ
| Q1 26 | — | 12.8% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 11.6% | ||
| Q2 23 | — | — |
资本支出强度BIPCDPZ
| Q1 26 | — | 1.3% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 2.1% | ||
| Q2 23 | — | — |
现金转化率BIPCDPZ
| Q1 26 | — | 1.16× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 1.43× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | 0.79× | 1.06× | ||
| Q2 23 | — | — |
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
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
