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Brookfield Infrastructure Corp（BIPC）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是Brookfield Infrastructure Corp的1.9倍（$1.7B vs $866.0M），格罗方德净利率更高（14.8% vs -35.7%，领先50.4%），格罗方德同比增速更快（-2.9% 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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
BIPC vs GFS — 直观对比
营收规模更大
GFS
是对方的1.9倍
$866.0M
营收增速更快
GFS
高出1.7%
-4.6%
净利率更高
GFS
高出50.4%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.7B |
| 净利润 | $-309.0M | $249.0M |
| 毛利率 | 65.0% | 24.8% |
| 营业利润率 | 62.7% | 11.6% |
| 净利率 | -35.7% | 14.8% |
| 营收同比 | -4.6% | -2.9% |
| 净利润同比 | -148.1% | 39.9% |
| 每股收益（稀释后） | — | $0.44 |
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BIPCGFS
| Q3 25 | — | $1.7B | ||
| Q2 25 | $866.0M | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $908.0M | $1.6B | ||
| Q1 24 | — | $1.5B | ||
| Q3 23 | — | $1.9B | ||
| Q2 23 | $538.0M | $1.8B |
净利润BIPCGFS
| Q3 25 | — | $249.0M | ||
| Q2 25 | $-309.0M | $228.0M | ||
| Q1 25 | — | $211.0M | ||
| Q3 24 | — | $178.0M | ||
| Q2 24 | $643.0M | $155.0M | ||
| Q1 24 | — | $134.0M | ||
| Q3 23 | — | $249.0M | ||
| Q2 23 | $-154.0M | $237.0M |
毛利率BIPCGFS
| Q3 25 | — | 24.8% | ||
| Q2 25 | 65.0% | 24.2% | ||
| Q1 25 | — | 22.4% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | 63.8% | 24.2% | ||
| Q1 24 | — | 25.4% | ||
| Q3 23 | — | 28.6% | ||
| Q2 23 | 72.3% | 28.8% |
营业利润率BIPCGFS
| Q3 25 | — | 11.6% | ||
| Q2 25 | 62.7% | 11.6% | ||
| Q1 25 | — | 9.5% | ||
| Q3 24 | — | 10.6% | ||
| Q2 24 | 61.9% | 9.5% | ||
| Q1 24 | — | 9.5% | ||
| Q3 23 | — | 14.1% | ||
| Q2 23 | 69.1% | 14.9% |
净利率BIPCGFS
| Q3 25 | — | 14.8% | ||
| Q2 25 | -35.7% | 13.5% | ||
| Q1 25 | — | 13.3% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | 70.8% | 9.5% | ||
| Q1 24 | — | 8.7% | ||
| Q3 23 | — | 13.4% | ||
| Q2 23 | -28.6% | 12.8% |
每股收益（稀释后）BIPCGFS
| Q3 25 | — | $0.44 | ||
| Q2 25 | — | $0.41 | ||
| Q1 25 | — | $0.38 | ||
| Q3 24 | — | $0.32 | ||
| Q2 24 | — | $0.28 | ||
| Q1 24 | — | $0.24 | ||
| Q3 23 | — | $0.45 | ||
| Q2 23 | — | $0.43 |
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 | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $11.8B |
| 总资产 | $23.9B | $16.7B |
| 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BIPCGFS
| Q3 25 | — | $2.0B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | — | $1.6B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $466.0M | $2.2B | ||
| Q1 24 | — | $2.2B | ||
| Q3 23 | — | $1.9B | ||
| Q2 23 | $356.0M | $1.8B |
股东权益BIPCGFS
| Q3 25 | — | $11.8B | ||
| Q2 25 | $2.2B | $11.5B | ||
| Q1 25 | — | $11.1B | ||
| Q3 24 | — | $11.6B | ||
| Q2 24 | $3.5B | $11.3B | ||
| Q1 24 | — | $11.3B | ||
| Q3 23 | — | $10.8B | ||
| Q2 23 | $-764.0M | $10.6B |
总资产BIPCGFS
| Q3 25 | — | $16.7B | ||
| Q2 25 | $23.9B | $16.8B | ||
| Q1 25 | — | $16.5B | ||
| Q3 24 | — | $18.1B | ||
| Q2 24 | $23.7B | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | $17.8B | ||
| Q2 23 | $11.0B | $17.8B |
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 | $595.0M |
| 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 | — | 2.39× |
| 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BIPCGFS
| Q3 25 | — | $595.0M | ||
| Q2 25 | $478.0M | $431.0M | ||
| Q1 25 | — | $331.0M | ||
| Q3 24 | — | $375.0M | ||
| Q2 24 | $511.0M | $402.0M | ||
| Q1 24 | — | $488.0M | ||
| Q3 23 | — | $416.0M | ||
| Q2 23 | $265.0M | $546.0M |
现金转化率BIPCGFS
| Q3 25 | — | 2.39× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | 0.79× | 2.59× | ||
| Q1 24 | — | 3.64× | ||
| Q3 23 | — | 1.67× | ||
| Q2 23 | — | 2.30× |
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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
