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Brookfield Infrastructure Corp（BIPC）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是Brookfield Infrastructure Corp的1.6倍（$1.4B vs $866.0M），罗技净利率更高（17.7% vs -35.7%，领先53.3%），罗技同比增速更快（6.1% 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。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
BIPC vs LOGI — 直观对比
营收规模更大
LOGI
是对方的1.6倍
$866.0M
营收增速更快
LOGI
高出10.7%
-4.6%
净利率更高
LOGI
高出53.3%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.4B |
| 净利润 | $-309.0M | $251.0M |
| 毛利率 | 65.0% | 43.2% |
| 营业利润率 | 62.7% | 20.1% |
| 净利率 | -35.7% | 17.7% |
| 营收同比 | -4.6% | 6.1% |
| 净利润同比 | -148.1% | 25.4% |
| 每股收益（稀释后） | — | $1.69 |
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BIPCLOGI
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $866.0M | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $908.0M | $1.1B | ||
| Q1 24 | — | $1.0B |
净利润BIPCLOGI
| Q4 25 | — | $251.0M | ||
| Q3 25 | — | $170.7M | ||
| Q2 25 | $-309.0M | $146.0M | ||
| Q1 25 | — | $144.1M | ||
| Q4 24 | — | $200.1M | ||
| Q3 24 | — | $145.5M | ||
| Q2 24 | $643.0M | $141.8M | ||
| Q1 24 | — | $167.6M |
毛利率BIPCLOGI
| Q4 25 | — | 43.2% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | 65.0% | 41.7% | ||
| Q1 25 | — | 43.1% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | — | 43.6% | ||
| Q2 24 | 63.8% | 42.8% | ||
| Q1 24 | — | 43.2% |
营业利润率BIPCLOGI
| Q4 25 | — | 20.1% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | 62.7% | 14.1% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | 61.9% | 14.1% | ||
| Q1 24 | — | 12.9% |
净利率BIPCLOGI
| Q4 25 | — | 17.7% | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | -35.7% | 12.7% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | 13.0% | ||
| Q2 24 | 70.8% | 13.0% | ||
| Q1 24 | — | 16.6% |
每股收益（稀释后）BIPCLOGI
| Q4 25 | — | $1.69 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | — | $0.98 | ||
| Q1 25 | — | $0.94 | ||
| Q4 24 | — | $1.32 | ||
| Q3 24 | — | $0.95 | ||
| Q2 24 | — | $0.92 | ||
| Q1 24 | — | $1.07 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.3B |
| 总资产 | $23.9B | $4.1B |
| 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BIPCLOGI
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $466.0M | $1.5B | ||
| Q1 24 | — | $1.5B |
股东权益BIPCLOGI
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $3.5B | $2.2B | ||
| Q1 24 | — | $2.2B |
总资产BIPCLOGI
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | $23.9B | $3.7B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | $23.7B | $3.7B | ||
| Q1 24 | — | $3.6B |
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 | $480.5M |
| 自由现金流经营现金流 - 资本支出 | — | $465.6M |
| 自由现金流率自由现金流/营收 | — | 32.8% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | $903.6M |
8季度趋势，按日历期对齐
经营现金流BIPCLOGI
| Q4 25 | — | $480.5M | ||
| Q3 25 | — | $228.8M | ||
| Q2 25 | $478.0M | $125.0M | ||
| Q1 25 | — | $129.7M | ||
| Q4 24 | — | $370.9M | ||
| Q3 24 | — | $166.0M | ||
| Q2 24 | $511.0M | $176.0M | ||
| Q1 24 | — | $239.1M |
自由现金流BIPCLOGI
| Q4 25 | — | $465.6M | ||
| Q3 25 | — | $212.3M | ||
| Q2 25 | — | $108.8M | ||
| Q1 25 | — | $116.9M | ||
| Q4 24 | — | $356.6M | ||
| Q3 24 | — | $151.5M | ||
| Q2 24 | — | $161.4M | ||
| Q1 24 | — | $228.8M |
自由现金流率BIPCLOGI
| Q4 25 | — | 32.8% | ||
| Q3 25 | — | 17.9% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | 14.8% | ||
| Q1 24 | — | 22.6% |
资本支出强度BIPCLOGI
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.0% |
现金转化率BIPCLOGI
| Q4 25 | — | 1.91× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | 0.79× | 1.24× | ||
| Q1 24 | — | 1.43× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
