vs
Brookfield Infrastructure Corp（BIPC）与Dynatrace, Inc.（DT）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Dynatrace, Inc.的1.7倍（$866.0M vs $515.5M），Dynatrace, Inc.净利率更高（7.8% vs -35.7%，领先43.5%），Dynatrace, Inc.同比增速更快（18.2% 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。
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
BIPC vs DT — 直观对比
营收规模更大
BIPC
是对方的1.7倍
$515.5M
营收增速更快
DT
高出22.8%
-4.6%
净利率更高
DT
高出43.5%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $515.5M |
| 净利润 | $-309.0M | $40.1M |
| 毛利率 | 65.0% | 81.4% |
| 营业利润率 | 62.7% | 14.1% |
| 净利率 | -35.7% | 7.8% |
| 营收同比 | -4.6% | 18.2% |
| 净利润同比 | -148.1% | -88.9% |
| 每股收益（稀释后） | — | $0.13 |
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BIPCDT
| Q4 25 | — | $515.5M | ||
| Q3 25 | — | $493.8M | ||
| Q2 25 | $866.0M | $477.3M | ||
| Q1 25 | — | $445.2M | ||
| Q4 24 | — | $436.2M | ||
| Q3 24 | — | $418.1M | ||
| Q2 24 | $908.0M | $399.2M | ||
| Q1 24 | — | $380.8M |
净利润BIPCDT
| Q4 25 | — | $40.1M | ||
| Q3 25 | — | $57.2M | ||
| Q2 25 | $-309.0M | $48.0M | ||
| Q1 25 | — | $39.3M | ||
| Q4 24 | — | $361.8M | ||
| Q3 24 | — | $44.0M | ||
| Q2 24 | $643.0M | $38.6M | ||
| Q1 24 | — | $37.9M |
毛利率BIPCDT
| Q4 25 | — | 81.4% | ||
| Q3 25 | — | 81.8% | ||
| Q2 25 | 65.0% | 82.1% | ||
| Q1 25 | — | 80.9% | ||
| Q4 24 | — | 81.1% | ||
| Q3 24 | — | 81.4% | ||
| Q2 24 | 63.8% | 81.3% | ||
| Q1 24 | — | 81.1% |
营业利润率BIPCDT
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | 62.7% | 13.1% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | 61.9% | 10.5% | ||
| Q1 24 | — | 6.1% |
净利率BIPCDT
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | -35.7% | 10.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | 70.8% | 9.7% | ||
| Q1 24 | — | 10.0% |
每股收益（稀释后）BIPCDT
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $0.19 | ||
| Q2 25 | — | $0.16 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $1.19 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.13 | ||
| Q1 24 | — | $0.13 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.7B |
| 总资产 | $23.9B | $4.1B |
| 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BIPCDT
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $466.0M | $1.0B | ||
| Q1 24 | — | $836.9M |
股东权益BIPCDT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $2.2B | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $3.5B | $2.1B | ||
| Q1 24 | — | $2.0B |
总资产BIPCDT
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | $23.9B | $4.1B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | $23.7B | $3.3B | ||
| Q1 24 | — | $3.4B |
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 | $33.8M |
| 自由现金流经营现金流 - 资本支出 | — | $27.2M |
| 自由现金流率自由现金流/营收 | — | 5.3% |
| 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 | — | 0.84× |
| 过去12个月自由现金流最近4个季度 | — | $465.5M |
8季度趋势，按日历期对齐
经营现金流BIPCDT
| Q4 25 | — | $33.8M | ||
| Q3 25 | — | $32.0M | ||
| Q2 25 | $478.0M | $269.7M | ||
| Q1 25 | — | $162.8M | ||
| Q4 24 | — | $42.2M | ||
| Q3 24 | — | $23.6M | ||
| Q2 24 | $511.0M | $230.7M | ||
| Q1 24 | — | $131.7M |
自由现金流BIPCDT
| Q4 25 | — | $27.2M | ||
| Q3 25 | — | $27.8M | ||
| Q2 25 | — | $262.2M | ||
| Q1 25 | — | $148.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | — | $20.1M | ||
| Q2 24 | — | $227.4M | ||
| Q1 24 | — | $121.9M |
自由现金流率BIPCDT
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 54.9% | ||
| Q1 25 | — | 33.3% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 57.0% | ||
| Q1 24 | — | 32.0% |
资本支出强度BIPCDT
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 2.6% |
现金转化率BIPCDT
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 5.62× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | 0.79× | 5.97× | ||
| Q1 24 | — | 3.47× |
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
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
