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Brookfield Infrastructure Corp(BIPC)与GATX CORP(GATX)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GATX CORP的1.9倍($866.0M vs $449.0M),GATX CORP净利率更高(21.6% vs -35.7%,领先57.3%),GATX CORP同比增速更快(8.6% 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。
GATX公司总部位于美国伊利诺伊州芝加哥,是全球知名的轨道车辆租赁服务商,业务覆盖北美、欧洲、亚洲,旗下拥有近15万辆轨道车辆,涵盖罐车、货运车厢、机车等品类。此外,公司与罗尔斯·罗伊斯合资持有规模领先的飞机备用发动机租赁资产组合,主要服务石油等行业客户。
BIPC vs GATX — 直观对比
营收规模更大
BIPC
是对方的1.9倍
$449.0M
营收增速更快
GATX
高出13.2%
-4.6%
净利率更高
GATX
高出57.3%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $449.0M |
| 净利润 | $-309.0M | $97.0M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 15.6% |
| 净利率 | -35.7% | 21.6% |
| 营收同比 | -4.6% | 8.6% |
| 净利润同比 | -148.1% | 26.8% |
| 每股收益(稀释后) | — | $2.66 |
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
GATX
| Q4 25 | — | $449.0M | ||
| Q3 25 | — | $439.3M | ||
| Q2 25 | $866.0M | $430.5M | ||
| Q1 25 | — | $421.6M | ||
| Q4 24 | — | $413.5M | ||
| Q3 24 | — | $405.4M | ||
| Q2 24 | $908.0M | $386.7M | ||
| Q1 24 | — | $379.9M |
净利润
BIPC
GATX
| Q4 25 | — | $97.0M | ||
| Q3 25 | — | $82.2M | ||
| Q2 25 | $-309.0M | $75.5M | ||
| Q1 25 | — | $78.6M | ||
| Q4 24 | — | $76.5M | ||
| Q3 24 | — | $89.0M | ||
| Q2 24 | $643.0M | $44.4M | ||
| Q1 24 | — | $74.3M |
毛利率
BIPC
GATX
| 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
BIPC
GATX
| Q4 25 | — | 15.6% | ||
| Q3 25 | — | 13.3% | ||
| Q2 25 | 62.7% | 18.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 14.6% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | 61.9% | 10.9% | ||
| Q1 24 | — | 19.3% |
净利率
BIPC
GATX
| Q4 25 | — | 21.6% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | -35.7% | 17.5% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | 70.8% | 11.5% | ||
| Q1 24 | — | 19.6% |
每股收益(稀释后)
BIPC
GATX
| Q4 25 | — | $2.66 | ||
| Q3 25 | — | $2.25 | ||
| Q2 25 | — | $2.06 | ||
| Q1 25 | — | $2.15 | ||
| Q4 24 | — | $2.11 | ||
| Q3 24 | — | $2.43 | ||
| Q2 24 | — | $1.21 | ||
| Q1 24 | — | $2.03 |
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 | $743.0M |
| 总债务越低越好 | — | $12.5B |
| 股东权益账面价值 | $2.2B | $2.8B |
| 总资产 | $23.9B | $18.0B |
| 负债/权益比越低杠杆越低 | — | 4.55× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
GATX
| Q4 25 | — | $743.0M | ||
| Q3 25 | — | $696.1M | ||
| Q2 25 | $1.2B | $754.6M | ||
| Q1 25 | — | $757.2M | ||
| Q4 24 | — | $401.6M | ||
| Q3 24 | — | $503.7M | ||
| Q2 24 | $466.0M | $823.6M | ||
| Q1 24 | — | $479.1M |
总债务
BIPC
GATX
| Q4 25 | — | $12.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BIPC
GATX
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $2.2B | $2.7B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $3.5B | $2.3B | ||
| Q1 24 | — | $2.3B |
总资产
BIPC
GATX
| Q4 25 | — | $18.0B | ||
| Q3 25 | — | $13.3B | ||
| Q2 25 | $23.9B | $13.2B | ||
| Q1 25 | — | $13.0B | ||
| Q4 24 | — | $12.3B | ||
| Q3 24 | — | $12.4B | ||
| Q2 24 | $23.7B | $12.2B | ||
| Q1 24 | — | $11.6B |
负债/权益比
BIPC
GATX
| Q4 25 | — | 4.55× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.39× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $144.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | 1.49× |
| 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
GATX
| Q4 25 | — | $144.3M | ||
| Q3 25 | — | $218.3M | ||
| Q2 25 | $478.0M | $161.3M | ||
| Q1 25 | — | $124.2M | ||
| Q4 24 | — | $206.0M | ||
| Q3 24 | — | $160.2M | ||
| Q2 24 | $511.0M | $138.3M | ||
| Q1 24 | — | $97.6M |
现金转化率
BIPC
GATX
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | — | 2.14× | ||
| Q1 25 | — | 1.58× | ||
| Q4 24 | — | 2.69× | ||
| Q3 24 | — | 1.80× | ||
| Q2 24 | 0.79× | 3.11× | ||
| Q1 24 | — | 1.31× |
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
GATX
| Rail North America | $300.9M | 67% |
| Rail International | $104.1M | 23% |
| Other | $33.8M | 8% |
| Other Business Segments | $10.2M | 2% |