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Brookfield Infrastructure Corp(BIPC)与KIRBY CORP(KEX)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KIRBY CORP的1.0倍($866.0M vs $844.1M),KIRBY CORP净利率更高(9.6% vs -35.7%,领先45.3%),KIRBY CORP同比增速更快(7.4% 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。
总部位于美国得克萨斯州休斯顿的Kirby Corporation是美国最大的罐驳船运营商,业务覆盖密西西比河水系、海湾沿岸航道、美国三大海岸沿线及阿拉斯加、夏威夷地区,主营通过罐驳船运输石化产品、黑油、精炼石油制品、农化产品,同时拥有并运营8组远洋驳船及拖船运输单元。
BIPC vs KEX — 直观对比
营收规模更大
BIPC
是对方的1.0倍
$844.1M
营收增速更快
KEX
高出12.1%
-4.6%
净利率更高
KEX
高出45.3%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $844.1M |
| 净利润 | $-309.0M | $81.3M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 12.8% |
| 净利率 | -35.7% | 9.6% |
| 营收同比 | -4.6% | 7.4% |
| 净利润同比 | -148.1% | 6.6% |
| 每股收益(稀释后) | — | $1.50 |
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
KEX
| Q1 26 | — | $844.1M | ||
| Q4 25 | — | $851.8M | ||
| Q3 25 | — | $871.2M | ||
| Q2 25 | $866.0M | $855.5M | ||
| Q1 25 | — | $785.7M | ||
| Q4 24 | — | $802.3M | ||
| Q3 24 | — | $831.1M | ||
| Q2 24 | $908.0M | $824.4M |
净利润
BIPC
KEX
| Q1 26 | — | $81.3M | ||
| Q4 25 | — | $91.8M | ||
| Q3 25 | — | $92.5M | ||
| Q2 25 | $-309.0M | $94.3M | ||
| Q1 25 | — | $76.0M | ||
| Q4 24 | — | $42.8M | ||
| Q3 24 | — | $90.0M | ||
| Q2 24 | $643.0M | $83.9M |
毛利率
BIPC
KEX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 65.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 63.8% | — |
营业利润率
BIPC
KEX
| Q1 26 | — | 12.8% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | 62.7% | 15.4% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | 61.9% | 14.6% |
净利率
BIPC
KEX
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | -35.7% | 11.0% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | 70.8% | 10.2% |
每股收益(稀释后)
BIPC
KEX
| Q1 26 | — | $1.50 | ||
| Q4 25 | — | $1.68 | ||
| Q3 25 | — | $1.65 | ||
| Q2 25 | — | $1.67 | ||
| Q1 25 | — | $1.33 | ||
| Q4 24 | — | $0.74 | ||
| Q3 24 | — | $1.55 | ||
| Q2 24 | — | $1.43 |
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 | $58.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.4B |
| 总资产 | $23.9B | — |
| 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
KEX
| Q1 26 | — | $58.0M | ||
| Q4 25 | — | $78.8M | ||
| Q3 25 | — | $47.0M | ||
| Q2 25 | $1.2B | $68.4M | ||
| Q1 25 | — | $51.1M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $67.1M | ||
| Q2 24 | $466.0M | $53.5M |
总债务
BIPC
KEX
| Q1 26 | — | — | ||
| Q4 25 | — | $919.3M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $874.9M | ||
| Q3 24 | — | $978.6M | ||
| Q2 24 | — | $1.0B |
股东权益
BIPC
KEX
| Q1 26 | — | $3.4B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $2.2B | $3.4B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | $3.5B | $3.3B |
总资产
BIPC
KEX
| Q1 26 | — | — | ||
| Q4 25 | — | $6.0B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $23.9B | $6.1B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | $23.7B | $5.9B |
负债/权益比
BIPC
KEX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.32× |
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 | $97.7M |
| 自由现金流经营现金流 - 资本支出 | — | $49.4M |
| 自由现金流率自由现金流/营收 | — | 5.9% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 1.20× |
| 过去12个月自由现金流最近4个季度 | — | $497.3M |
8季度趋势,按日历期对齐
经营现金流
BIPC
KEX
| Q1 26 | — | $97.7M | ||
| Q4 25 | — | $312.2M | ||
| Q3 25 | — | $227.5M | ||
| Q2 25 | $478.0M | $93.9M | ||
| Q1 25 | — | $36.5M | ||
| Q4 24 | — | $247.4M | ||
| Q3 24 | — | $206.5M | ||
| Q2 24 | $511.0M | $179.3M |
自由现金流
BIPC
KEX
| Q1 26 | — | $49.4M | ||
| Q4 25 | — | $265.2M | ||
| Q3 25 | — | $160.3M | ||
| Q2 25 | — | $22.4M | ||
| Q1 25 | — | $-42.1M | ||
| Q4 24 | — | $150.7M | ||
| Q3 24 | — | $130.1M | ||
| Q2 24 | — | $90.8M |
自由现金流率
BIPC
KEX
| Q1 26 | — | 5.9% | ||
| Q4 25 | — | 31.1% | ||
| Q3 25 | — | 18.4% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | -5.4% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | 11.0% |
资本支出强度
BIPC
KEX
| Q1 26 | — | 5.7% | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | — | 10.7% |
现金转化率
BIPC
KEX
| Q1 26 | — | 1.20× | ||
| Q4 25 | — | 3.40× | ||
| Q3 25 | — | 2.46× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 5.78× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | 0.79× | 2.14× |
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
KEX
| Marine transportation | $497.2M | 59% |
| Distribution and services | $346.9M | 41% |