vs
Brookfield Infrastructure Corp(BIPC)与GREIF, INC(GEF)财务数据对比。点击上方公司名可切换其他公司
GREIF, INC的季度营收约是Brookfield Infrastructure Corp的1.1倍($994.8M vs $866.0M),GREIF, INC净利率更高(17.6% vs -35.7%,领先53.2%),Brookfield Infrastructure Corp同比增速更快(-4.6% vs -21.4%)
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。
格瑞夫公司是全球工业包装产品及服务领域的领先企业,总部位于美国俄亥俄州特拉华市。公司最初以制桶业务起家,目前核心产品涵盖钢桶、纤维桶、塑料桶、中型散装容器、油桶、塑料瓶、密封件、箱板纸、瓦楞制品及粘合剂等,2018年位列《财富》美国1000强第617位。
BIPC vs GEF — 直观对比
营收规模更大
GEF
是对方的1.1倍
$866.0M
营收增速更快
BIPC
高出16.8%
-21.4%
净利率更高
GEF
高出53.2%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $994.8M |
| 净利润 | $-309.0M | $174.6M |
| 毛利率 | 65.0% | 20.4% |
| 营业利润率 | 62.7% | 25.8% |
| 净利率 | -35.7% | 17.6% |
| 营收同比 | -4.6% | -21.4% |
| 净利润同比 | -148.1% | 1930.2% |
| 每股收益(稀释后) | — | — |
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
GEF
| Q4 25 | — | $994.8M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $866.0M | $1.4B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $908.0M | $1.4B | ||
| Q1 24 | — | $1.2B |
净利润
BIPC
GEF
| Q4 25 | — | $174.6M | ||
| Q3 25 | — | $64.0M | ||
| Q2 25 | $-309.0M | $47.3M | ||
| Q1 25 | — | $8.6M | ||
| Q4 24 | — | $70.1M | ||
| Q3 24 | — | $87.1M | ||
| Q2 24 | $643.0M | $44.4M | ||
| Q1 24 | — | $67.2M |
毛利率
BIPC
GEF
| Q4 25 | — | 20.4% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | 65.0% | 23.1% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | — | 20.4% | ||
| Q3 24 | — | 20.0% | ||
| Q2 24 | 63.8% | 19.7% | ||
| Q1 24 | — | 18.4% |
营业利润率
BIPC
GEF
| Q4 25 | — | 25.8% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | 62.7% | 8.6% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 11.8% | ||
| Q2 24 | 61.9% | 7.2% | ||
| Q1 24 | — | 5.7% |
净利率
BIPC
GEF
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | -35.7% | 3.4% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | 70.8% | 3.2% | ||
| Q1 24 | — | 5.6% |
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 | $243.5M |
| 总债务越低越好 | — | $655.1M |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $23.9B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
GEF
| Q4 25 | — | $243.5M | ||
| Q3 25 | — | $285.2M | ||
| Q2 25 | $1.2B | $252.7M | ||
| Q1 25 | — | $201.1M | ||
| Q4 24 | — | $197.7M | ||
| Q3 24 | — | $194.2M | ||
| Q2 24 | $466.0M | $196.0M | ||
| Q1 24 | — | $179.3M |
总债务
BIPC
GEF
| Q4 25 | — | $655.1M | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $2.3B |
股东权益
BIPC
GEF
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $3.5B | $2.0B | ||
| Q1 24 | — | $2.0B |
总资产
BIPC
GEF
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $6.7B | ||
| Q2 25 | $23.9B | $6.8B | ||
| Q1 25 | — | $6.6B | ||
| Q4 24 | — | $6.6B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | $23.7B | $6.8B | ||
| Q1 24 | — | $6.0B |
负债/权益比
BIPC
GEF
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | — | 1.24× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 1.44× | ||
| Q1 24 | — | 1.15× |
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 | $-24.4M |
| 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 | — | -0.14× |
| 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
GEF
| Q4 25 | — | $-24.4M | ||
| Q3 25 | — | $197.7M | ||
| Q2 25 | $478.0M | $136.4M | ||
| Q1 25 | — | $-30.8M | ||
| Q4 24 | — | $187.2M | ||
| Q3 24 | — | $76.8M | ||
| Q2 24 | $511.0M | $87.5M | ||
| Q1 24 | — | $4.5M |
现金转化率
BIPC
GEF
| Q4 25 | — | -0.14× | ||
| Q3 25 | — | 3.09× | ||
| Q2 25 | — | 2.88× | ||
| Q1 25 | — | -3.58× | ||
| Q4 24 | — | 2.67× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | 0.79× | 1.97× | ||
| Q1 24 | — | 0.07× |
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
GEF
| Other | $501.0M | 50% |
| Sustainable Fiber Solutions Segment | $300.4M | 30% |
| Customized Polymer Solutions Segment | $124.8M | 13% |
| Durable Metal Solutions Segment | $62.5M | 6% |
| Innovative Closure Solutions Segment | $6.1M | 1% |