vs
Brookfield Infrastructure Corp（BIPC）与伊萨（ESAB）财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Corp的季度营收约是伊萨的1.2倍（$866.0M vs $727.8M），伊萨净利率更高（7.5% vs -35.7%，领先43.2%），伊萨同比增速更快（8.5% 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。
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
BIPC vs ESAB — 直观对比
营收规模更大
BIPC
是对方的1.2倍
$727.8M
营收增速更快
ESAB
高出13.1%
-4.6%
净利率更高
ESAB
高出43.2%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $727.8M |
| 净利润 | $-309.0M | $54.8M |
| 毛利率 | 65.0% | 37.0% |
| 营业利润率 | 62.7% | 14.6% |
| 净利率 | -35.7% | 7.5% |
| 营收同比 | -4.6% | 8.5% |
| 净利润同比 | -148.1% | 2.1% |
| 每股收益（稀释后） | — | $0.90 |
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BIPCESAB
| Q4 25 | — | $727.8M | ||
| Q3 25 | — | $715.6M | ||
| Q2 25 | $866.0M | $678.1M | ||
| Q4 24 | — | $670.8M | ||
| Q3 24 | — | $673.3M | ||
| Q2 24 | $908.0M | $707.1M | ||
| Q1 24 | — | $689.7M | ||
| Q4 23 | — | $689.3M |
净利润BIPCESAB
| Q4 25 | — | $54.8M | ||
| Q3 25 | — | $66.9M | ||
| Q2 25 | $-309.0M | $67.4M | ||
| Q4 24 | — | $53.7M | ||
| Q3 24 | — | $68.2M | ||
| Q2 24 | $643.0M | $82.9M | ||
| Q1 24 | — | $60.0M | ||
| Q4 23 | — | $50.2M |
毛利率BIPCESAB
| Q4 25 | — | 37.0% | ||
| Q3 25 | — | 37.2% | ||
| Q2 25 | 65.0% | 37.6% | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | 63.8% | 38.2% | ||
| Q1 24 | — | 37.0% | ||
| Q4 23 | — | 37.0% |
营业利润率BIPCESAB
| Q4 25 | — | 14.6% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | 62.7% | 16.2% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | 61.9% | 16.9% | ||
| Q1 24 | — | 16.0% | ||
| Q4 23 | — | 15.0% |
净利率BIPCESAB
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | -35.7% | 9.9% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | 70.8% | 11.7% | ||
| Q1 24 | — | 8.7% | ||
| Q4 23 | — | 7.3% |
每股收益（稀释后）BIPCESAB
| Q4 25 | — | $0.90 | ||
| Q3 25 | — | $1.09 | ||
| Q2 25 | — | $1.10 | ||
| Q4 24 | — | $0.87 | ||
| Q3 24 | — | $1.11 | ||
| Q2 24 | — | $1.35 | ||
| Q1 24 | — | $0.98 | ||
| Q4 23 | — | $0.83 |
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 | $218.2M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $2.2B | $2.1B |
| 总资产 | $23.9B | $4.9B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资BIPCESAB
| Q4 25 | — | $218.2M | ||
| Q3 25 | — | $258.2M | ||
| Q2 25 | $1.2B | $291.3M | ||
| Q4 24 | — | $249.4M | ||
| Q3 24 | — | $253.7M | ||
| Q2 24 | $466.0M | $228.5M | ||
| Q1 24 | — | $76.5M | ||
| Q4 23 | — | $102.0M |
总债务BIPCESAB
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $992.8M | ||
| Q4 23 | — | $1.0B |
股东权益BIPCESAB
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $3.5B | $1.7B | ||
| Q1 24 | — | $1.6B | ||
| Q4 23 | — | $1.6B |
总资产BIPCESAB
| Q4 25 | — | $4.9B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | $23.9B | $4.2B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | $23.7B | $4.0B | ||
| Q1 24 | — | $3.8B | ||
| Q4 23 | — | $3.8B |
负债/权益比BIPCESAB
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.55× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.61× | ||
| Q4 23 | — | 0.63× |
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 | $81.5M |
| 自由现金流经营现金流 - 资本支出 | — | $70.3M |
| 自由现金流率自由现金流/营收 | — | 9.7% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | — | $238.0M |
8季度趋势，按日历期对齐
经营现金流BIPCESAB
| Q4 25 | — | $81.5M | ||
| Q3 25 | — | $46.6M | ||
| Q2 25 | $478.0M | $35.4M | ||
| Q4 24 | — | $126.9M | ||
| Q3 24 | — | $101.0M | ||
| Q2 24 | $511.0M | $83.0M | ||
| Q1 24 | — | $44.5M | ||
| Q4 23 | — | $122.4M |
自由现金流BIPCESAB
| Q4 25 | — | $70.3M | ||
| Q3 25 | — | $37.4M | ||
| Q2 25 | — | $28.1M | ||
| Q4 24 | — | $102.2M | ||
| Q3 24 | — | $90.4M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | — | $37.1M | ||
| Q4 23 | — | $103.1M |
自由现金流率BIPCESAB
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 4.1% | ||
| Q4 24 | — | 15.2% | ||
| Q3 24 | — | 13.4% | ||
| Q2 24 | — | 10.5% | ||
| Q1 24 | — | 5.4% | ||
| Q4 23 | — | 15.0% |
资本支出强度BIPCESAB
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.1% | ||
| Q4 23 | — | 2.8% |
现金转化率BIPCESAB
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.53× | ||
| Q4 24 | — | 2.36× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | 0.79× | 1.00× | ||
| Q1 24 | — | 0.74× | ||
| Q4 23 | — | 2.44× |
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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
