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Brookfield Infrastructure Corp(BIPC)与ITRON, INC.(ITRI)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ITRON, INC.的1.5倍($866.0M vs $587.0M),ITRON, INC.净利率更高(9.1% vs -35.7%,领先44.8%),ITRON, INC.同比增速更快(-3.3% 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。
Itron, Inc.是美国一家专注于能源与水资源管理的技术企业,总部位于华盛顿州自由湖。公司提供电、气、水及热能计量设备、控制技术、通信系统、配套软件,同时还提供托管运营及咨询服务,可对能源和水资源的消耗情况进行计量与深度分析,助力相关领域的资源高效管理。
BIPC vs ITRI — 直观对比
营收规模更大
BIPC
是对方的1.5倍
$587.0M
营收增速更快
ITRI
高出1.3%
-4.6%
净利率更高
ITRI
高出44.8%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $587.0M |
| 净利润 | $-309.0M | $53.6M |
| 毛利率 | 65.0% | 40.3% |
| 营业利润率 | 62.7% | 11.5% |
| 净利率 | -35.7% | 9.1% |
| 营收同比 | -4.6% | -3.3% |
| 净利润同比 | -148.1% | -18.0% |
| 每股收益(稀释后) | — | $1.18 |
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
ITRI
| Q1 26 | — | $587.0M | ||
| Q4 25 | — | $571.7M | ||
| Q3 25 | — | $581.6M | ||
| Q2 25 | $866.0M | $606.8M | ||
| Q1 25 | — | $607.2M | ||
| Q4 24 | — | $612.9M | ||
| Q3 24 | — | $615.5M | ||
| Q2 24 | $908.0M | $609.1M |
净利润
BIPC
ITRI
| Q1 26 | — | $53.6M | ||
| Q4 25 | — | $101.6M | ||
| Q3 25 | — | $65.6M | ||
| Q2 25 | $-309.0M | $68.3M | ||
| Q1 25 | — | $65.5M | ||
| Q4 24 | — | $58.1M | ||
| Q3 24 | — | $78.0M | ||
| Q2 24 | $643.0M | $51.3M |
毛利率
BIPC
ITRI
| Q1 26 | — | 40.3% | ||
| Q4 25 | — | 40.5% | ||
| Q3 25 | — | 37.7% | ||
| Q2 25 | 65.0% | 36.9% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | 63.8% | 34.6% |
营业利润率
BIPC
ITRI
| Q1 26 | — | 11.5% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | 62.7% | 12.6% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 10.2% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | 61.9% | 10.6% |
净利率
BIPC
ITRI
| Q1 26 | — | 9.1% | ||
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | -35.7% | 11.3% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | 70.8% | 8.4% |
每股收益(稀释后)
BIPC
ITRI
| Q1 26 | — | $1.18 | ||
| Q4 25 | — | $2.20 | ||
| Q3 25 | — | $1.41 | ||
| Q2 25 | — | $1.47 | ||
| Q1 25 | — | $1.42 | ||
| Q4 24 | — | $1.26 | ||
| Q3 24 | — | $1.70 | ||
| Q2 24 | — | $1.10 |
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 | $712.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $1.6B |
| 总资产 | $23.9B | $4.0B |
| 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
ITRI
| Q1 26 | — | $712.9M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $982.5M | ||
| Q2 24 | $466.0M | $920.6M |
总债务
BIPC
ITRI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
股东权益
BIPC
ITRI
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $3.5B | $1.2B |
总资产
BIPC
ITRI
| Q1 26 | — | $4.0B | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | $23.9B | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | $23.7B | $3.3B |
负债/权益比
BIPC
ITRI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.02× |
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 | $85.5M |
| 自由现金流经营现金流 - 资本支出 | — | $79.0M |
| 自由现金流率自由现金流/营收 | — | 13.5% |
| 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 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $394.6M |
8季度趋势,按日历期对齐
经营现金流
BIPC
ITRI
| Q1 26 | — | $85.5M | ||
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $117.8M | ||
| Q2 25 | $478.0M | $96.7M | ||
| Q1 25 | — | $72.1M | ||
| Q4 24 | — | $79.8M | ||
| Q3 24 | — | $65.3M | ||
| Q2 24 | $511.0M | $51.7M |
自由现金流
BIPC
ITRI
| Q1 26 | — | $79.0M | ||
| Q4 25 | — | $111.5M | ||
| Q3 25 | — | $113.4M | ||
| Q2 25 | — | $90.7M | ||
| Q1 25 | — | $67.5M | ||
| Q4 24 | — | $70.2M | ||
| Q3 24 | — | $58.7M | ||
| Q2 24 | — | $44.6M |
自由现金流率
BIPC
ITRI
| Q1 26 | — | 13.5% | ||
| Q4 25 | — | 19.5% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 14.9% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | — | 9.5% | ||
| Q2 24 | — | 7.3% |
资本支出强度
BIPC
ITRI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率
BIPC
ITRI
| Q1 26 | — | 1.60× | ||
| Q4 25 | — | 1.17× | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | 0.79× | 1.01× |
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
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |