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Brookfield Infrastructure Corp(BIPC)与LOUISIANA-PACIFIC CORP(LPX)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LOUISIANA-PACIFIC CORP的1.5倍($866.0M vs $566.0M),LOUISIANA-PACIFIC CORP净利率更高(-1.4% vs -35.7%,领先34.3%),Brookfield Infrastructure Corp同比增速更快(-4.6% vs -16.9%)
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。
路易斯安那-太平洋公司(简称LP)是美国知名建材制造商,成立于1973年,是美国定向结构刨花板(OSB)生产的开创者,总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商,公司还生产工程木建材产品,通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
BIPC vs LPX — 直观对比
营收规模更大
BIPC
是对方的1.5倍
$566.0M
营收增速更快
BIPC
高出12.3%
-16.9%
净利率更高
LPX
高出34.3%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $566.0M |
| 净利润 | $-309.0M | $-8.0M |
| 毛利率 | 65.0% | 15.0% |
| 营业利润率 | 62.7% | -1.6% |
| 净利率 | -35.7% | -1.4% |
| 营收同比 | -4.6% | -16.9% |
| 净利润同比 | -148.1% | -112.9% |
| 每股收益(稀释后) | — | $-0.12 |
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
LPX
| Q4 25 | — | $566.0M | ||
| Q3 25 | — | $663.0M | ||
| Q2 25 | $866.0M | $755.0M | ||
| Q1 25 | — | $724.0M | ||
| Q4 24 | — | $681.0M | ||
| Q3 24 | — | $722.0M | ||
| Q2 24 | $908.0M | $814.0M | ||
| Q1 24 | — | $724.0M |
净利润
BIPC
LPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | $-309.0M | $54.0M | ||
| Q1 25 | — | $91.0M | ||
| Q4 24 | — | $62.0M | ||
| Q3 24 | — | $90.0M | ||
| Q2 24 | $643.0M | $160.0M | ||
| Q1 24 | — | $108.0M |
毛利率
BIPC
LPX
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | 65.0% | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | 63.8% | 32.3% | ||
| Q1 24 | — | 29.6% |
营业利润率
BIPC
LPX
| Q4 25 | — | -1.6% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | 62.7% | 10.6% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 11.0% | ||
| Q3 24 | — | 16.1% | ||
| Q2 24 | 61.9% | 23.8% | ||
| Q1 24 | — | 20.0% |
净利率
BIPC
LPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | -35.7% | 7.2% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 12.5% | ||
| Q2 24 | 70.8% | 19.7% | ||
| Q1 24 | — | 14.9% |
每股收益(稀释后)
BIPC
LPX
| Q4 25 | — | $-0.12 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | — | $0.77 | ||
| Q1 25 | — | $1.30 | ||
| Q4 24 | — | $0.90 | ||
| Q3 24 | — | $1.28 | ||
| Q2 24 | — | $2.23 | ||
| Q1 24 | — | $1.48 |
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 | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $2.2B | $1.7B |
| 总资产 | $23.9B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
LPX
| Q4 25 | — | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | $1.2B | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | — | $340.0M | ||
| Q3 24 | — | $346.0M | ||
| Q2 24 | $466.0M | $317.0M | ||
| Q1 24 | — | $244.0M |
总债务
BIPC
LPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益
BIPC
LPX
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $2.2B | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $3.5B | $1.7B | ||
| Q1 24 | — | $1.6B |
总资产
BIPC
LPX
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $23.9B | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $23.7B | $2.5B | ||
| Q1 24 | — | $2.5B |
负债/权益比
BIPC
LPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $91.0M |
8季度趋势,按日历期对齐
经营现金流
BIPC
LPX
| Q4 25 | — | $67.0M | ||
| Q3 25 | — | $89.0M | ||
| Q2 25 | $478.0M | $162.0M | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | — | $105.0M | ||
| Q3 24 | — | $183.0M | ||
| Q2 24 | $511.0M | $212.0M | ||
| Q1 24 | — | $105.0M |
自由现金流
BIPC
LPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | — | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $139.0M | ||
| Q2 24 | — | $176.0M | ||
| Q1 24 | — | $64.0M |
自由现金流率
BIPC
LPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 21.6% | ||
| Q1 24 | — | 8.8% |
资本支出强度
BIPC
LPX
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 5.7% |
现金转化率
BIPC
LPX
| Q4 25 | — | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | 0.79× | 1.32× | ||
| Q1 24 | — | 0.97× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |