vs
Brookfield Infrastructure Corp（BIPC）与Kimco Realty（KIM）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Kimco Realty的1.6倍（$866.0M vs $542.5M），Kimco Realty净利率更高（27.9% vs -35.7%，领先63.5%），Kimco Realty同比增速更快（3.2% 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。
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
BIPC vs KIM — 直观对比
营收规模更大
BIPC
是对方的1.6倍
$542.5M
营收增速更快
KIM
高出7.9%
-4.6%
净利率更高
KIM
高出63.5%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $542.5M |
| 净利润 | $-309.0M | $151.2M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 36.4% |
| 净利率 | -35.7% | 27.9% |
| 营收同比 | -4.6% | 3.2% |
| 净利润同比 | -148.1% | -9.0% |
| 每股收益（稀释后） | — | — |
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BIPCKIM
| Q4 25 | — | $542.5M | ||
| Q3 25 | — | $535.9M | ||
| Q2 25 | $866.0M | $525.2M | ||
| Q1 25 | — | $536.6M | ||
| Q4 24 | — | $525.4M | ||
| Q3 24 | — | $507.6M | ||
| Q2 24 | $908.0M | $500.2M | ||
| Q1 24 | — | $503.8M |
净利润BIPCKIM
| Q4 25 | — | $151.2M | ||
| Q3 25 | — | $137.8M | ||
| Q2 25 | $-309.0M | $163.0M | ||
| Q1 25 | — | $132.8M | ||
| Q4 24 | — | $166.0M | ||
| Q3 24 | — | $136.0M | ||
| Q2 24 | $643.0M | $119.7M | ||
| Q1 24 | — | $-11.0M |
毛利率BIPCKIM
| 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BIPCKIM
| Q4 25 | — | 36.4% | ||
| Q3 25 | — | 34.9% | ||
| Q2 25 | 62.7% | 39.2% | ||
| Q1 25 | — | 33.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 33.7% | ||
| Q2 24 | 61.9% | 32.1% | ||
| Q1 24 | — | 25.9% |
净利率BIPCKIM
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 25.7% | ||
| Q2 25 | -35.7% | 31.0% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | 70.8% | 23.9% | ||
| Q1 24 | — | -2.2% |
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 | $211.6M |
| 总债务越低越好 | — | $7.7B |
| 股东权益账面价值 | $2.2B | $10.4B |
| 总资产 | $23.9B | $19.7B |
| 负债/权益比越低杠杆越低 | — | 0.74× |
8季度趋势，按日历期对齐
现金及短期投资BIPCKIM
| Q4 25 | — | $211.6M | ||
| Q3 25 | — | $159.3M | ||
| Q2 25 | $1.2B | $226.6M | ||
| Q1 25 | — | $131.3M | ||
| Q4 24 | — | $688.6M | ||
| Q3 24 | — | $789.0M | ||
| Q2 24 | $466.0M | $126.4M | ||
| Q1 24 | — | $133.4M |
总债务BIPCKIM
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BIPCKIM
| Q4 25 | — | $10.4B | ||
| Q3 25 | — | $10.5B | ||
| Q2 25 | $2.2B | $10.5B | ||
| Q1 25 | — | $10.6B | ||
| Q4 24 | — | $10.7B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | $3.5B | $10.6B | ||
| Q1 24 | — | $10.6B |
总资产BIPCKIM
| Q4 25 | — | $19.7B | ||
| Q3 25 | — | $19.9B | ||
| Q2 25 | $23.9B | $19.8B | ||
| Q1 25 | — | $19.7B | ||
| Q4 24 | — | $20.3B | ||
| Q3 24 | — | $20.1B | ||
| Q2 24 | $23.7B | $19.5B | ||
| Q1 24 | — | $19.5B |
负债/权益比BIPCKIM
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $258.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | — | 1.71× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BIPCKIM
| Q4 25 | — | $258.4M | ||
| Q3 25 | — | $332.4M | ||
| Q2 25 | $478.0M | $305.4M | ||
| Q1 25 | — | $223.8M | ||
| Q4 24 | — | $239.5M | ||
| Q3 24 | — | $295.9M | ||
| Q2 24 | $511.0M | $294.1M | ||
| Q1 24 | — | $176.1M |
自由现金流BIPCKIM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $205.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率BIPCKIM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 38.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度BIPCKIM
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率BIPCKIM
| Q4 25 | — | 1.71× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | 0.79× | 2.46× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
