vs
Brookfield Infrastructure Corp（BIPC）与Samsara Inc.（IOT）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Samsara Inc.的1.9倍（$866.0M vs $444.3M），Samsara Inc.净利率更高（5.0% vs -35.7%，领先40.6%），Samsara Inc.同比增速更快（28.3% 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。
Samsara Inc.是总部位于美国加利福尼亚州旧金山的物联网企业，专注为实体运营场景提供车联网软件及数据分析服务，客户覆盖北美、欧洲多地。旗下互联运营云平台服务交通、建筑、能源、公用事业、公共部门、零售等领域，助力提升运营的安全性与效率。
BIPC vs IOT — 直观对比
营收规模更大
BIPC
是对方的1.9倍
$444.3M
营收增速更快
IOT
高出32.9%
-4.6%
净利率更高
IOT
高出40.6%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $444.3M |
| 净利润 | $-309.0M | $22.0M |
| 毛利率 | 65.0% | 76.2% |
| 营业利润率 | 62.7% | 25.9% |
| 净利率 | -35.7% | 5.0% |
| 营收同比 | -4.6% | 28.3% |
| 净利润同比 | -148.1% | 341.7% |
| 每股收益（稀释后） | — | $0.04 |
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BIPCIOT
| Q4 26 | — | $444.3M | ||
| Q4 25 | — | $416.0M | ||
| Q3 25 | — | $391.5M | ||
| Q2 25 | $866.0M | $366.9M | ||
| Q1 25 | — | $346.3M | ||
| Q4 24 | — | $322.0M | ||
| Q3 24 | — | $300.2M | ||
| Q2 24 | $908.0M | $280.7M |
净利润BIPCIOT
| Q4 26 | — | $22.0M | ||
| Q4 25 | — | $7.8M | ||
| Q3 25 | — | $-16.8M | ||
| Q2 25 | $-309.0M | $-22.1M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $-37.8M | ||
| Q3 24 | — | $-49.6M | ||
| Q2 24 | $643.0M | $-56.3M |
毛利率BIPCIOT
| Q4 26 | — | 76.2% | ||
| Q4 25 | — | 76.7% | ||
| Q3 25 | — | 76.9% | ||
| Q2 25 | 65.0% | 77.3% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 75.6% | ||
| Q2 24 | 63.8% | 75.6% |
营业利润率BIPCIOT
| Q4 26 | — | 25.9% | ||
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | -6.8% | ||
| Q2 25 | 62.7% | -9.1% | ||
| Q1 25 | — | -5.3% | ||
| Q4 24 | — | -14.7% | ||
| Q3 24 | — | -19.4% | ||
| Q2 24 | 61.9% | -23.5% |
净利率BIPCIOT
| Q4 26 | — | 5.0% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | -4.3% | ||
| Q2 25 | -35.7% | -6.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | -11.7% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | 70.8% | -20.1% |
每股收益（稀释后）BIPCIOT
| Q4 26 | — | $0.04 | ||
| Q4 25 | — | $0.01 | ||
| Q3 25 | — | $-0.03 | ||
| Q2 25 | — | $-0.04 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $-0.09 | ||
| Q2 24 | — | $-0.10 |
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 | $833.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $1.4B |
| 总资产 | $23.9B | $2.5B |
| 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BIPCIOT
| Q4 26 | — | $833.8M | ||
| Q4 25 | — | $275.1M | ||
| Q3 25 | — | $258.5M | ||
| Q2 25 | $1.2B | $259.0M | ||
| Q1 25 | — | $227.6M | ||
| Q4 24 | — | $160.3M | ||
| Q3 24 | — | $159.3M | ||
| Q2 24 | $466.0M | $162.5M |
股东权益BIPCIOT
| Q4 26 | — | $1.4B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $999.1M | ||
| Q3 24 | — | $964.7M | ||
| Q2 24 | $3.5B | $923.9M |
总资产BIPCIOT
| Q4 26 | — | $2.5B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $23.9B | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $23.7B | $1.7B |
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 | $69.7M |
| 自由现金流经营现金流 - 资本支出 | — | $61.7M |
| 自由现金流率自由现金流/营收 | — | 13.9% |
| 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 | — | 3.16× |
| 过去12个月自由现金流最近4个季度 | — | $207.4M |
8季度趋势，按日历期对齐
经营现金流BIPCIOT
| Q4 26 | — | $69.7M | ||
| Q4 25 | — | $63.7M | ||
| Q3 25 | — | $50.2M | ||
| Q2 25 | $478.0M | $52.6M | ||
| Q1 25 | — | $53.9M | ||
| Q4 24 | — | $36.0M | ||
| Q3 24 | — | $18.1M | ||
| Q2 24 | $511.0M | $23.7M |
自由现金流BIPCIOT
| Q4 26 | — | $61.7M | ||
| Q4 25 | — | $55.8M | ||
| Q3 25 | — | $44.2M | ||
| Q2 25 | — | $45.7M | ||
| Q1 25 | — | $48.5M | ||
| Q4 24 | — | $31.2M | ||
| Q3 24 | — | $13.1M | ||
| Q2 24 | — | $18.6M |
自由现金流率BIPCIOT
| Q4 26 | — | 13.9% | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 14.0% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 6.6% |
资本支出强度BIPCIOT
| Q4 26 | — | — | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.8% |
现金转化率BIPCIOT
| Q4 26 | — | 3.16× | ||
| Q4 25 | — | 8.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
