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Brookfield Infrastructure Corp（BIPC）与Graham Holdings Co（GHC）财务数据对比。点击上方公司名可切换其他公司
Graham Holdings Co的季度营收约是Brookfield Infrastructure Corp的1.4倍（$1.3B vs $866.0M），Graham Holdings Co净利率更高（8.7% vs -35.7%，领先44.4%），Graham Holdings Co同比增速更快（0.4% 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。
Graham Holdings是一家总部位于美国弗吉尼亚州阿灵顿县、在特拉华州注册的多元化综合控股集团，曾持有知名媒体《华盛顿邮报》与《新闻周刊》的所有权，旗下业务覆盖多个领域，在北美市场拥有深厚的行业运营积淀。
BIPC vs GHC — 直观对比
营收规模更大
GHC
是对方的1.4倍
$866.0M
营收增速更快
GHC
高出5.0%
-4.6%
净利率更高
GHC
高出44.4%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.3B |
| 净利润 | $-309.0M | $108.7M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 3.8% |
| 净利率 | -35.7% | 8.7% |
| 营收同比 | -4.6% | 0.4% |
| 净利润同比 | -148.1% | -80.2% |
| 每股收益（稀释后） | — | $24.76 |
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BIPCGHC
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $866.0M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $908.0M | $1.2B | ||
| Q1 24 | — | $1.2B |
净利润BIPCGHC
| Q4 25 | — | $108.7M | ||
| Q3 25 | — | $122.9M | ||
| Q2 25 | $-309.0M | $36.7M | ||
| Q1 25 | — | $23.9M | ||
| Q4 24 | — | $548.8M | ||
| Q3 24 | — | $72.5M | ||
| Q2 24 | $643.0M | $-21.0M | ||
| Q1 24 | — | $124.4M |
毛利率BIPCGHC
| 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BIPCGHC
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | 62.7% | 6.0% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | 61.9% | 2.2% | ||
| Q1 24 | — | 3.1% |
净利率BIPCGHC
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | -35.7% | 3.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 44.1% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | 70.8% | -1.8% | ||
| Q1 24 | — | 10.8% |
每股收益（稀释后）BIPCGHC
| Q4 25 | — | $24.76 | ||
| Q3 25 | — | $27.91 | ||
| Q2 25 | — | $8.35 | ||
| Q1 25 | — | $5.45 | ||
| Q4 24 | — | $124.05 | ||
| Q3 24 | — | $16.42 | ||
| Q2 24 | — | $-4.79 | ||
| Q1 24 | — | $27.72 |
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 | $267.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $4.8B |
| 总资产 | $23.9B | $8.4B |
| 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BIPCGHC
| Q4 25 | — | $267.0M | ||
| Q3 25 | — | $190.8M | ||
| Q2 25 | $1.2B | $176.2M | ||
| Q1 25 | — | $156.7M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | — | $244.4M | ||
| Q2 24 | $466.0M | $140.7M | ||
| Q1 24 | — | $130.9M |
股东权益BIPCGHC
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | $2.2B | $4.4B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $3.5B | $4.0B | ||
| Q1 24 | — | $4.0B |
总资产BIPCGHC
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $7.9B | ||
| Q2 25 | $23.9B | $7.6B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | $23.7B | $7.2B | ||
| Q1 24 | — | $7.3B |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $5.0M |
| 自由现金流率自由现金流/营收 | — | 0.4% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 0.26× |
| 过去12个月自由现金流最近4个季度 | — | $275.3M |
8季度趋势，按日历期对齐
经营现金流BIPCGHC
| Q4 25 | — | $28.3M | ||
| Q3 25 | — | $178.1M | ||
| Q2 25 | $478.0M | $94.8M | ||
| Q1 25 | — | $46.0M | ||
| Q4 24 | — | $116.3M | ||
| Q3 24 | — | $237.6M | ||
| Q2 24 | $511.0M | $52.0M | ||
| Q1 24 | — | $1.1M |
自由现金流BIPCGHC
| Q4 25 | — | $5.0M | ||
| Q3 25 | — | $161.8M | ||
| Q2 25 | — | $78.0M | ||
| Q1 25 | — | $30.5M | ||
| Q4 24 | — | $91.1M | ||
| Q3 24 | — | $219.4M | ||
| Q2 24 | — | $33.7M | ||
| Q1 24 | — | $-20.2M |
自由现金流率BIPCGHC
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | -1.8% |
资本支出强度BIPCGHC
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.8% |
现金转化率BIPCGHC
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | 2.58× | ||
| Q1 25 | — | 1.93× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 3.28× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | 0.01× |
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
GHC
| Products | $602.7M | 48% |
| Kaplan International | $251.9M | 20% |
| Manufacturing | $117.8M | 9% |
| Television Broadcasting | $110.5M | 9% |
| Higher Education | $83.8M | 7% |
| Supplemental Education | $74.9M | 6% |
| Related Party | $4.4M | 0% |
