vs
Brookfield Infrastructure Corp(BIPC)与因美纳(ILMN)财务数据对比。点击上方公司名可切换其他公司
因美纳的季度营收约是Brookfield Infrastructure Corp的1.3倍($1.1B vs $866.0M),因美纳净利率更高(12.3% vs -35.7%,领先48.0%),因美纳同比增速更快(4.8% 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。
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业,成立于1998年4月,专注研发、生产及销售用于分析基因变异与生物功能的集成系统,产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域,业务遍及全球超155个国家和地区。
BIPC vs ILMN — 直观对比
营收规模更大
ILMN
是对方的1.3倍
$866.0M
营收增速更快
ILMN
高出9.4%
-4.6%
净利率更高
ILMN
高出48.0%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $1.1B |
| 净利润 | $-309.0M | $134.0M |
| 毛利率 | 65.0% | 66.1% |
| 营业利润率 | 62.7% | 19.2% |
| 净利率 | -35.7% | 12.3% |
| 营收同比 | -4.6% | 4.8% |
| 净利润同比 | -148.1% | — |
| 每股收益(稀释后) | — | $0.87 |
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
ILMN
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $1.2B | ||
| Q2 25 | $866.0M | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $908.0M | $1.1B | ||
| Q1 24 | — | $1.1B | ||
| Q4 23 | — | $1.1B |
净利润
BIPC
ILMN
| Q1 26 | — | $134.0M | ||
| Q4 25 | — | $334.0M | ||
| Q2 25 | $-309.0M | — | ||
| Q4 24 | — | $186.0M | ||
| Q3 24 | — | $705.0M | ||
| Q2 24 | $643.0M | $-2.0B | ||
| Q1 24 | — | $-126.0M | ||
| Q4 23 | — | $-754.0M |
毛利率
BIPC
ILMN
| Q1 26 | — | 66.1% | ||
| Q4 25 | — | 65.5% | ||
| Q2 25 | 65.0% | — | ||
| Q4 24 | — | 65.9% | ||
| Q3 24 | — | 69.0% | ||
| Q2 24 | 63.8% | 64.8% | ||
| Q1 24 | — | 62.0% | ||
| Q4 23 | — | 61.1% |
营业利润率
BIPC
ILMN
| Q1 26 | — | 19.2% | ||
| Q4 25 | — | 17.4% | ||
| Q2 25 | 62.7% | — | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | — | 68.6% | ||
| Q2 24 | 61.9% | -147.2% | ||
| Q1 24 | — | -10.3% | ||
| Q4 23 | — | -67.4% |
净利率
BIPC
ILMN
| Q1 26 | — | 12.3% | ||
| Q4 25 | — | 28.8% | ||
| Q2 25 | -35.7% | — | ||
| Q4 24 | — | 16.8% | ||
| Q3 24 | — | 65.3% | ||
| Q2 24 | 70.8% | -178.8% | ||
| Q1 24 | — | -11.7% | ||
| Q4 23 | — | -67.4% |
每股收益(稀释后)
BIPC
ILMN
| Q1 26 | — | $0.87 | ||
| Q4 25 | — | $2.16 | ||
| Q2 25 | — | — | ||
| Q4 24 | — | $1.16 | ||
| Q3 24 | — | $4.42 | ||
| Q2 24 | — | $-12.48 | ||
| Q1 24 | — | $-0.79 | ||
| Q4 23 | — | $-4.77 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.7B |
| 总资产 | $23.9B | $6.6B |
| 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
BIPC
ILMN
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.6B | ||
| Q2 25 | $1.2B | — | ||
| Q4 24 | — | $93.0M | ||
| Q3 24 | — | $70.0M | ||
| Q2 24 | $466.0M | $74.0M | ||
| Q1 24 | — | — | ||
| Q4 23 | — | $6.0M |
股东权益
BIPC
ILMN
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $2.7B | ||
| Q2 25 | $2.2B | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $3.5B | $1.4B | ||
| Q1 24 | — | $5.7B | ||
| Q4 23 | — | $5.9B |
总资产
BIPC
ILMN
| Q1 26 | — | $6.6B | ||
| Q4 25 | — | $6.6B | ||
| Q2 25 | $23.9B | — | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | $23.7B | $6.1B | ||
| Q1 24 | — | $10.0B | ||
| Q4 23 | — | $10.1B |
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 | $289.0M |
| 自由现金流经营现金流 - 资本支出 | — | $251.0M |
| 自由现金流率自由现金流/营收 | — | 23.0% |
| 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 | — | 2.16× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势,按日历期对齐
经营现金流
BIPC
ILMN
| Q1 26 | — | $289.0M | ||
| Q4 25 | — | $321.0M | ||
| Q2 25 | $478.0M | — | ||
| Q4 24 | — | $364.0M | ||
| Q3 24 | — | $316.0M | ||
| Q2 24 | $511.0M | $80.0M | ||
| Q1 24 | — | $77.0M | ||
| Q4 23 | — | $139.0M |
自由现金流
BIPC
ILMN
| Q1 26 | — | $251.0M | ||
| Q4 25 | — | $267.0M | ||
| Q2 25 | — | — | ||
| Q4 24 | — | $335.0M | ||
| Q3 24 | — | $284.0M | ||
| Q2 24 | — | $49.0M | ||
| Q1 24 | — | $41.0M | ||
| Q4 23 | — | $94.0M |
自由现金流率
BIPC
ILMN
| Q1 26 | — | 23.0% | ||
| Q4 25 | — | 23.0% | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 26.3% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 3.8% | ||
| Q4 23 | — | 8.4% |
资本支出强度
BIPC
ILMN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.3% | ||
| Q4 23 | — | 4.0% |
现金转化率
BIPC
ILMN
| Q1 26 | — | 2.16× | ||
| Q4 25 | — | 0.96× | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
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
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |