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Brookfield Infrastructure Corp(BIPC)与Loews Corporation(L)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Loews Corporation的1.0倍($866.0M vs $827.0M),Loews Corporation净利率更高(48.6% vs -35.7%,领先84.3%),Loews Corporation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。
Loews Corporation是一家总部位于美国的多元化综合企业集团,旗下子公司业务覆盖财产保险、天然气管道运输、酒店运营、油气勘探生产等核心领域,主要服务北美市场的商业、消费者及工业客户。
BIPC vs L — 直观对比
营收规模更大
BIPC
是对方的1.0倍
$827.0M
营收增速更快
L
高出9.4%
-4.6%
净利率更高
L
高出84.3%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $827.0M |
| 净利润 | $-309.0M | $402.0M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 65.4% |
| 净利率 | -35.7% | 48.6% |
| 营收同比 | -4.6% | 4.8% |
| 净利润同比 | -148.1% | 115.0% |
| 每股收益(稀释后) | — | $1.93 |
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
L
| Q4 25 | — | $827.0M | ||
| Q3 25 | — | $732.0M | ||
| Q2 25 | $866.0M | $769.0M | ||
| Q1 25 | — | $846.0M | ||
| Q4 24 | — | $789.0M | ||
| Q3 24 | — | $683.0M | ||
| Q2 24 | $908.0M | $711.0M | ||
| Q1 24 | — | $710.0M |
净利润
BIPC
L
| Q4 25 | — | $402.0M | ||
| Q3 25 | — | $504.0M | ||
| Q2 25 | $-309.0M | $391.0M | ||
| Q1 25 | — | $370.0M | ||
| Q4 24 | — | $187.0M | ||
| Q3 24 | — | $401.0M | ||
| Q2 24 | $643.0M | $369.0M | ||
| Q1 24 | — | $457.0M |
毛利率
BIPC
L
| 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
BIPC
L
| Q4 25 | — | 65.4% | ||
| Q3 25 | — | 94.1% | ||
| Q2 25 | 62.7% | 70.1% | ||
| Q1 25 | — | 60.8% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 80.5% | ||
| Q2 24 | 61.9% | 71.3% | ||
| Q1 24 | — | 88.6% |
净利率
BIPC
L
| Q4 25 | — | 48.6% | ||
| Q3 25 | — | 68.9% | ||
| Q2 25 | -35.7% | 50.8% | ||
| Q1 25 | — | 43.7% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 58.7% | ||
| Q2 24 | 70.8% | 51.9% | ||
| Q1 24 | — | 64.4% |
每股收益(稀释后)
BIPC
L
| Q4 25 | — | $1.93 | ||
| Q3 25 | — | $2.43 | ||
| Q2 25 | — | $1.87 | ||
| Q1 25 | — | $1.74 | ||
| Q4 24 | — | $0.87 | ||
| Q3 24 | — | $1.82 | ||
| Q2 24 | — | $1.67 | ||
| Q1 24 | — | $2.05 |
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 | $6.0B |
| 总债务越低越好 | — | $8.4B |
| 股东权益账面价值 | $2.2B | $18.7B |
| 总资产 | $23.9B | $86.3B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
L
| Q4 25 | — | $6.0B | ||
| Q3 25 | — | $5.4B | ||
| Q2 25 | $1.2B | $4.5B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.6B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | $466.0M | $4.9B | ||
| Q1 24 | — | $5.4B |
总债务
BIPC
L
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $8.4B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.8B | ||
| Q2 24 | — | $8.6B | ||
| Q1 24 | — | $8.4B |
股东权益
BIPC
L
| Q4 25 | — | $18.7B | ||
| Q3 25 | — | $18.3B | ||
| Q2 25 | $2.2B | $17.5B | ||
| Q1 25 | — | $17.2B | ||
| Q4 24 | — | $17.1B | ||
| Q3 24 | — | $17.4B | ||
| Q2 24 | $3.5B | $16.4B | ||
| Q1 24 | — | $16.2B |
总资产
BIPC
L
| Q4 25 | — | $86.3B | ||
| Q3 25 | — | $85.9B | ||
| Q2 25 | $23.9B | $84.7B | ||
| Q1 25 | — | $83.1B | ||
| Q4 24 | — | $81.9B | ||
| Q3 24 | — | $83.6B | ||
| Q2 24 | $23.7B | $81.1B | ||
| Q1 24 | — | $80.9B |
负债/权益比
BIPC
L
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.52× | ||
| Q1 24 | — | 0.52× |
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 | $617.0M |
| 自由现金流经营现金流 - 资本支出 | — | $426.0M |
| 自由现金流率自由现金流/营收 | — | 51.5% |
| 资本支出强度资本支出/营收 | — | 23.1% |
| 现金转化率经营现金流/净利润 | — | 1.53× |
| 过去12个月自由现金流最近4个季度 | — | $2.7B |
8季度趋势,按日历期对齐
经营现金流
BIPC
L
| Q4 25 | — | $617.0M | ||
| Q3 25 | — | $920.0M | ||
| Q2 25 | $478.0M | $1.0B | ||
| Q1 25 | — | $736.0M | ||
| Q4 24 | — | $941.0M | ||
| Q3 24 | — | $934.0M | ||
| Q2 24 | $511.0M | $952.0M | ||
| Q1 24 | — | $198.0M |
自由现金流
BIPC
L
| Q4 25 | — | $426.0M | ||
| Q3 25 | — | $764.0M | ||
| Q2 25 | — | $872.0M | ||
| Q1 25 | — | $638.0M | ||
| Q4 24 | — | $767.0M | ||
| Q3 24 | — | $794.0M | ||
| Q2 24 | — | $793.0M | ||
| Q1 24 | — | $39.0M |
自由现金流率
BIPC
L
| Q4 25 | — | 51.5% | ||
| Q3 25 | — | 104.4% | ||
| Q2 25 | — | 113.4% | ||
| Q1 25 | — | 75.4% | ||
| Q4 24 | — | 97.2% | ||
| Q3 24 | — | 116.3% | ||
| Q2 24 | — | 111.5% | ||
| Q1 24 | — | 5.5% |
资本支出强度
BIPC
L
| Q4 25 | — | 23.1% | ||
| Q3 25 | — | 21.3% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 22.4% | ||
| Q1 24 | — | 22.4% |
现金转化率
BIPC
L
| Q4 25 | — | 1.53× | ||
| Q3 25 | — | 1.83× | ||
| Q2 25 | — | 2.57× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 5.03× | ||
| Q3 24 | — | 2.33× | ||
| Q2 24 | 0.79× | 2.58× | ||
| Q1 24 | — | 0.43× |
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
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |