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Brookfield Infrastructure Corp(BIPC)与Frontdoor, Inc.(FTDR)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Frontdoor, Inc.的1.9倍($866.0M vs $451.0M),Frontdoor, Inc.净利率更高(9.1% vs -35.7%,领先44.8%),Frontdoor, Inc.同比增速更快(5.9% 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。
Frontdoor, Inc.是领先的家庭服务与保障平台,主要面向美国市场运营。其提供可定制的家庭保修计划,覆盖家电、暖通空调、管道、电气系统的维修更换,同时支持用户按需对接经预先审核的本地服务商,满足住宅维护及维修需求。
BIPC vs FTDR — 直观对比
营收规模更大
BIPC
是对方的1.9倍
$451.0M
营收增速更快
FTDR
高出10.5%
-4.6%
净利率更高
FTDR
高出44.8%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $451.0M |
| 净利润 | $-309.0M | $41.0M |
| 毛利率 | 65.0% | 55.0% |
| 营业利润率 | 62.7% | — |
| 净利率 | -35.7% | 9.1% |
| 营收同比 | -4.6% | 5.9% |
| 净利润同比 | -148.1% | 10.8% |
| 每股收益(稀释后) | — | $0.57 |
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
FTDR
| Q1 26 | — | $451.0M | ||
| Q4 25 | — | $432.0M | ||
| Q3 25 | — | $618.0M | ||
| Q2 25 | $866.0M | $617.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | — | $383.0M | ||
| Q3 24 | — | $540.0M | ||
| Q2 24 | $908.0M | $542.0M |
净利润
BIPC
FTDR
| Q1 26 | — | $41.0M | ||
| Q4 25 | — | $1.0M | ||
| Q3 25 | — | $106.0M | ||
| Q2 25 | $-309.0M | $111.0M | ||
| Q1 25 | — | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $100.0M | ||
| Q2 24 | $643.0M | $92.0M |
毛利率
BIPC
FTDR
| Q1 26 | — | 55.0% | ||
| Q4 25 | — | 49.3% | ||
| Q3 25 | — | 57.1% | ||
| Q2 25 | 65.0% | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | 63.8% | 56.5% |
营业利润率
BIPC
FTDR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | 62.7% | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | 61.9% | 22.9% |
净利率
BIPC
FTDR
| Q1 26 | — | 9.1% | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | -35.7% | 18.0% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | 70.8% | 17.0% |
每股收益(稀释后)
BIPC
FTDR
| Q1 26 | — | $0.57 | ||
| Q4 25 | — | $0.03 | ||
| Q3 25 | — | $1.42 | ||
| Q2 25 | — | $1.48 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $1.30 | ||
| Q2 24 | — | $1.18 |
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 | $603.0M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $2.2B | $230.0M |
| 总资产 | $23.9B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 5.07× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
FTDR
| Q1 26 | — | $603.0M | ||
| Q4 25 | — | $566.0M | ||
| Q3 25 | — | $563.0M | ||
| Q2 25 | $1.2B | $562.0M | ||
| Q1 25 | — | $506.0M | ||
| Q4 24 | — | $436.0M | ||
| Q3 24 | — | $375.0M | ||
| Q2 24 | $466.0M | $419.0M |
总债务
BIPC
FTDR
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
股东权益
BIPC
FTDR
| Q1 26 | — | $230.0M | ||
| Q4 25 | — | $242.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | $2.2B | $254.0M | ||
| Q1 25 | — | $198.0M | ||
| Q4 24 | — | $239.0M | ||
| Q3 24 | — | $261.0M | ||
| Q2 24 | $3.5B | $214.0M |
总资产
BIPC
FTDR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $23.9B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $23.7B | $1.2B |
负债/权益比
BIPC
FTDR
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $114.0M |
| 自由现金流率自由现金流/营收 | — | 25.3% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $387.0M |
8季度趋势,按日历期对齐
经营现金流
BIPC
FTDR
| Q1 26 | — | — | ||
| Q4 25 | — | $101.0M | ||
| Q3 25 | — | $64.0M | ||
| Q2 25 | $478.0M | $127.0M | ||
| Q1 25 | — | $124.0M | ||
| Q4 24 | — | $58.0M | ||
| Q3 24 | — | $25.0M | ||
| Q2 24 | $511.0M | $103.0M |
自由现金流
BIPC
FTDR
| Q1 26 | — | $114.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $58.0M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M |
自由现金流率
BIPC
FTDR
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% |
资本支出强度
BIPC
FTDR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% |
现金转化率
BIPC
FTDR
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | 0.79× | 1.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图