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Brookfield Infrastructure Corp(BIPC)与Fabrinet(FN)财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是Brookfield Infrastructure Corp的1.3倍($1.1B vs $866.0M),Fabrinet净利率更高(9.9% vs -35.7%,领先45.6%),Fabrinet同比增速更快(35.9% 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。
Fabrinet(股票代码FN)为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护,覆盖400家以美企为主的中等市值企业,若成分企业存在多类流通股,指数的成分股总量有时会超过400只。
BIPC vs FN — 直观对比
营收规模更大
FN
是对方的1.3倍
$866.0M
营收增速更快
FN
高出40.5%
-4.6%
净利率更高
FN
高出45.6%
-35.7%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $1.1B |
| 净利润 | $-309.0M | $112.6M |
| 毛利率 | 65.0% | 12.2% |
| 营业利润率 | 62.7% | 10.1% |
| 净利率 | -35.7% | 9.9% |
| 营收同比 | -4.6% | 35.9% |
| 净利润同比 | -148.1% | 30.0% |
| 每股收益(稀释后) | — | $3.11 |
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
FN
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $978.1M | ||
| Q2 25 | $866.0M | $909.7M | ||
| Q1 25 | — | $871.8M | ||
| Q4 24 | — | $833.6M | ||
| Q3 24 | — | $804.2M | ||
| Q2 24 | $908.0M | $753.3M | ||
| Q1 24 | — | $731.5M |
净利润
BIPC
FN
| Q4 25 | — | $112.6M | ||
| Q3 25 | — | $95.9M | ||
| Q2 25 | $-309.0M | $87.2M | ||
| Q1 25 | — | $81.3M | ||
| Q4 24 | — | $86.6M | ||
| Q3 24 | — | $77.4M | ||
| Q2 24 | $643.0M | $81.1M | ||
| Q1 24 | — | $80.9M |
毛利率
BIPC
FN
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | 65.0% | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | 63.8% | 12.3% | ||
| Q1 24 | — | 12.4% |
营业利润率
BIPC
FN
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | 62.7% | 9.8% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | 61.9% | 9.7% | ||
| Q1 24 | — | 9.7% |
净利率
BIPC
FN
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | -35.7% | 9.6% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | 70.8% | 10.8% | ||
| Q1 24 | — | 11.1% |
每股收益(稀释后)
BIPC
FN
| Q4 25 | — | $3.11 | ||
| Q3 25 | — | $2.66 | ||
| Q2 25 | — | $2.41 | ||
| Q1 25 | — | $2.25 | ||
| Q4 24 | — | $2.38 | ||
| Q3 24 | — | $2.13 | ||
| Q2 24 | — | $2.22 | ||
| Q1 24 | — | $2.21 |
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 | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.2B |
| 总资产 | $23.9B | $3.3B |
| 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
BIPC
FN
| Q4 25 | — | $960.8M | ||
| Q3 25 | — | $968.8M | ||
| Q2 25 | $1.2B | $934.2M | ||
| Q1 25 | — | $950.7M | ||
| Q4 24 | — | $934.6M | ||
| Q3 24 | — | $908.9M | ||
| Q2 24 | $466.0M | $858.6M | ||
| Q1 24 | — | $794.0M |
股东权益
BIPC
FN
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $3.5B | $1.7B | ||
| Q1 24 | — | $1.7B |
总资产
BIPC
FN
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $23.9B | $2.8B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $23.7B | $2.3B | ||
| Q1 24 | — | $2.2B |
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 | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势,按日历期对齐
经营现金流
BIPC
FN
| Q4 25 | — | $46.3M | ||
| Q3 25 | — | $102.6M | ||
| Q2 25 | $478.0M | $55.1M | ||
| Q1 25 | — | $74.2M | ||
| Q4 24 | — | $115.9M | ||
| Q3 24 | — | $83.2M | ||
| Q2 24 | $511.0M | $83.1M | ||
| Q1 24 | — | $100.9M |
自由现金流
BIPC
FN
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M | ||
| Q1 24 | — | $87.3M |
自由现金流率
BIPC
FN
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 11.9% |
资本支出强度
BIPC
FN
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 1.9% |
现金转化率
BIPC
FN
| Q4 25 | — | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | 0.79× | 1.02× | ||
| Q1 24 | — | 1.25× |
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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |