vs
Brookfield Infrastructure Corp(BIPC)与e.l.f. Beauty, Inc.(ELF)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e.l.f. Beauty, Inc.的1.8倍($866.0M vs $489.5M),e.l.f. Beauty, Inc.净利率更高(8.0% vs -35.7%,领先43.7%),e.l.f. Beauty, Inc.同比增速更快(37.8% 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。
e.l.f. Beauty是美国知名彩妆品牌,2004年创立,总部位于加利福尼亚州奥克兰。品牌产品线丰富,涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类,产品销往全球18个国家,入驻Target、沃尔玛等主流零售渠道,过半营收来自品牌官网。
BIPC vs ELF — 直观对比
营收规模更大
BIPC
是对方的1.8倍
$489.5M
营收增速更快
ELF
高出42.4%
-4.6%
净利率更高
ELF
高出43.7%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $489.5M |
| 净利润 | $-309.0M | $39.4M |
| 毛利率 | 65.0% | 71.0% |
| 营业利润率 | 62.7% | 13.8% |
| 净利率 | -35.7% | 8.0% |
| 营收同比 | -4.6% | 37.8% |
| 净利润同比 | -148.1% | 128.1% |
| 每股收益(稀释后) | — | $0.65 |
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
BIPC
ELF
| Q4 25 | — | $489.5M | ||
| Q3 25 | — | $343.9M | ||
| Q2 25 | $866.0M | $353.7M | ||
| Q2 24 | $908.0M | — | ||
| Q2 23 | $538.0M | — | ||
| Q2 22 | $479.0M | — |
净利润
BIPC
ELF
| Q4 25 | — | $39.4M | ||
| Q3 25 | — | $3.0M | ||
| Q2 25 | $-309.0M | $33.3M | ||
| Q2 24 | $643.0M | — | ||
| Q2 23 | $-154.0M | — | ||
| Q2 22 | $842.0M | — |
毛利率
BIPC
ELF
| Q4 25 | — | 71.0% | ||
| Q3 25 | — | 69.4% | ||
| Q2 25 | 65.0% | 69.1% | ||
| Q2 24 | 63.8% | — | ||
| Q2 23 | 72.3% | — | ||
| Q2 22 | 72.7% | — |
营业利润率
BIPC
ELF
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | 62.7% | 13.8% | ||
| Q2 24 | 61.9% | — | ||
| Q2 23 | 69.1% | — | ||
| Q2 22 | 69.1% | — |
净利率
BIPC
ELF
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | -35.7% | 9.4% | ||
| Q2 24 | 70.8% | — | ||
| Q2 23 | -28.6% | — | ||
| Q2 22 | 175.8% | — |
每股收益(稀释后)
BIPC
ELF
| Q4 25 | — | $0.65 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | — | $0.58 | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
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 | $196.8M |
| 总债务越低越好 | — | $816.7M |
| 股东权益账面价值 | $2.2B | $1.2B |
| 总资产 | $23.9B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
ELF
| Q4 25 | — | $196.8M | ||
| Q3 25 | — | $194.4M | ||
| Q2 25 | $1.2B | $170.0M | ||
| Q2 24 | $466.0M | — | ||
| Q2 23 | $356.0M | — | ||
| Q2 22 | $512.0M | — |
总债务
BIPC
ELF
| Q4 25 | — | $816.7M | ||
| Q3 25 | — | $831.6M | ||
| Q2 25 | — | $256.7M | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
股东权益
BIPC
ELF
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $2.2B | $804.9M | ||
| Q2 24 | $3.5B | — | ||
| Q2 23 | $-764.0M | — | ||
| Q2 22 | $-1.1B | — |
总资产
BIPC
ELF
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $23.9B | $1.3B | ||
| Q2 24 | $23.7B | — | ||
| Q2 23 | $11.0B | — | ||
| Q2 22 | $10.0B | — |
负债/权益比
BIPC
ELF
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | — | 0.32× | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
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 | $59.4M |
| 自由现金流经营现金流 - 资本支出 | — | $52.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.51× |
| 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
BIPC
ELF
| Q4 25 | — | $59.4M | ||
| Q3 25 | — | $23.4M | ||
| Q2 25 | $478.0M | $27.2M | ||
| Q2 24 | $511.0M | — | ||
| Q2 23 | $265.0M | — | ||
| Q2 22 | $232.0M | — |
自由现金流
BIPC
ELF
| Q4 25 | — | $52.8M | ||
| Q3 25 | — | $16.6M | ||
| Q2 25 | — | $20.1M | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率
BIPC
ELF
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 5.7% | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度
BIPC
ELF
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.0% | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率
BIPC
ELF
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 7.82× | ||
| Q2 25 | — | 0.82× | ||
| Q2 24 | 0.79× | — | ||
| Q2 23 | — | — | ||
| Q2 22 | 0.28× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图