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Brookfield Infrastructure Corp（BIPC）与Encompass Health Corp（EHC）财务数据对比。点击上方公司名可切换其他公司
Encompass Health Corp的季度营收约是Brookfield Infrastructure Corp的1.8倍（$1.5B vs $866.0M），Encompass Health Corp净利率更高（9.5% vs -35.7%，领先45.1%），Encompass Health Corp同比增速更快（9.9% 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。
Encompass Health Corp前身为Amcare及HealthSouth，总部位于美国阿拉巴马州伯明翰，是美国规模最大的住院康复服务提供商，在39个州及波多黎各拥有173家住院康复医院，为中风、神经系统疾病、心肺病症、脑损伤等患者提供专业康复诊疗服务。
BIPC vs EHC — 直观对比
营收规模更大
EHC
是对方的1.8倍
$866.0M
营收增速更快
EHC
高出14.6%
-4.6%
净利率更高
EHC
高出45.1%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.5B |
| 净利润 | $-309.0M | $146.1M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 16.7% |
| 净利率 | -35.7% | 9.5% |
| 营收同比 | -4.6% | 9.9% |
| 净利润同比 | -148.1% | 20.8% |
| 每股收益（稀释后） | — | $1.43 |
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BIPCEHC
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $866.0M | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $908.0M | $1.3B | ||
| Q1 24 | — | $1.3B |
净利润BIPCEHC
| Q4 25 | — | $146.1M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | $-309.0M | $142.1M | ||
| Q1 25 | — | $151.5M | ||
| Q4 24 | — | $120.9M | ||
| Q3 24 | — | $108.2M | ||
| Q2 24 | $643.0M | $114.1M | ||
| Q1 24 | — | $112.5M |
毛利率BIPCEHC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 65.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 63.8% | — | ||
| Q1 24 | — | — |
营业利润率BIPCEHC
| Q4 25 | — | 16.7% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | 62.7% | 16.2% | ||
| Q1 25 | — | 16.4% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | 61.9% | 14.3% | ||
| Q1 24 | — | 13.6% |
净利率BIPCEHC
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | -35.7% | 9.7% | ||
| Q1 25 | — | 10.4% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | 70.8% | 8.8% | ||
| Q1 24 | — | 8.5% |
每股收益（稀释后）BIPCEHC
| Q4 25 | — | $1.43 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | — | $1.39 | ||
| Q1 25 | — | $1.48 | ||
| Q4 24 | — | $1.18 | ||
| Q3 24 | — | $1.06 | ||
| Q2 24 | — | $1.12 | ||
| Q1 24 | — | $1.10 |
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 | $72.2M |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $2.2B | $2.4B |
| 总资产 | $23.9B | $7.1B |
| 负债/权益比越低杠杆越低 | — | 1.00× |
8季度趋势，按日历期对齐
现金及短期投资BIPCEHC
| Q4 25 | — | $72.2M | ||
| Q3 25 | — | $48.7M | ||
| Q2 25 | $1.2B | $99.1M | ||
| Q1 25 | — | $95.8M | ||
| Q4 24 | — | $85.4M | ||
| Q3 24 | — | $147.8M | ||
| Q2 24 | $466.0M | $154.4M | ||
| Q1 24 | — | $134.4M |
总债务BIPCEHC
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.7B |
股东权益BIPCEHC
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $2.2B | $2.3B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $3.5B | $1.8B | ||
| Q1 24 | — | $1.7B |
总资产BIPCEHC
| Q4 25 | — | $7.1B | ||
| Q3 25 | — | $6.9B | ||
| Q2 25 | $23.9B | $6.8B | ||
| Q1 25 | — | $6.6B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | $23.7B | $6.4B | ||
| Q1 24 | — | $6.2B |
负债/权益比BIPCEHC
| Q4 25 | — | 1.00× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.14× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | — | 1.46× | ||
| Q1 24 | — | 1.54× |
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 | $346.0M |
| 自由现金流经营现金流 - 资本支出 | — | $116.7M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 14.8% |
| 现金转化率经营现金流/净利润 | — | 2.37× |
| 过去12个月自由现金流最近4个季度 | — | $439.2M |
8季度趋势，按日历期对齐
经营现金流BIPCEHC
| Q4 25 | — | $346.0M | ||
| Q3 25 | — | $270.8M | ||
| Q2 25 | $478.0M | $270.2M | ||
| Q1 25 | — | $288.6M | ||
| Q4 24 | — | $278.8M | ||
| Q3 24 | — | $267.8M | ||
| Q2 24 | $511.0M | $217.4M | ||
| Q1 24 | — | $238.8M |
自由现金流BIPCEHC
| Q4 25 | — | $116.7M | ||
| Q3 25 | — | $83.7M | ||
| Q2 25 | — | $113.3M | ||
| Q1 25 | — | $125.5M | ||
| Q4 24 | — | $80.1M | ||
| Q3 24 | — | $120.3M | ||
| Q2 24 | — | $60.5M | ||
| Q1 24 | — | $99.4M |
自由现金流率BIPCEHC
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 7.6% |
资本支出强度BIPCEHC
| Q4 25 | — | 14.8% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | — | 10.8% | ||
| Q1 25 | — | 11.2% | ||
| Q4 24 | — | 14.1% | ||
| Q3 24 | — | 10.9% | ||
| Q2 24 | — | 12.1% | ||
| Q1 24 | — | 10.6% |
现金转化率BIPCEHC
| Q4 25 | — | 2.37× | ||
| Q3 25 | — | 2.14× | ||
| Q2 25 | — | 1.90× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 2.31× | ||
| Q3 24 | — | 2.48× | ||
| Q2 24 | 0.79× | 1.91× | ||
| Q1 24 | — | 2.12× |
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
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
