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Brookfield Infrastructure Corp(BIPC)与Mativ Holdings, Inc.(MATV)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Mativ Holdings, Inc.的1.9倍($866.0M vs $463.1M),Mativ Holdings, Inc.净利率更高(21.8% vs -35.7%,领先57.4%),Mativ Holdings, Inc.同比增速更快(1.0% 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。
Mativ Holdings是一家全球特种材料制造商,主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料,服务医疗、工业、消费品、航空航天、能源等领域,业务遍及北美、欧洲及亚太地区。
BIPC vs MATV — 直观对比
营收规模更大
BIPC
是对方的1.9倍
$463.1M
营收增速更快
MATV
高出5.6%
-4.6%
净利率更高
MATV
高出57.4%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $463.1M |
| 净利润 | $-309.0M | $100.8M |
| 毛利率 | 65.0% | 18.8% |
| 营业利润率 | 62.7% | 2.2% |
| 净利率 | -35.7% | 21.8% |
| 营收同比 | -4.6% | 1.0% |
| 净利润同比 | -148.1% | 6620.0% |
| 每股收益(稀释后) | — | $1.87 |
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
MATV
| Q4 25 | — | $463.1M | ||
| Q3 25 | — | $513.7M | ||
| Q2 25 | $866.0M | $525.4M | ||
| Q1 25 | — | $484.8M | ||
| Q4 24 | — | $458.6M | ||
| Q3 24 | — | $498.5M | ||
| Q2 24 | $908.0M | $523.8M | ||
| Q1 24 | — | $500.2M |
净利润
BIPC
MATV
| Q4 25 | — | $100.8M | ||
| Q3 25 | — | $-3.2M | ||
| Q2 25 | $-309.0M | $-9.5M | ||
| Q1 25 | — | $-425.5M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $-20.8M | ||
| Q2 24 | $643.0M | $-1.4M | ||
| Q1 24 | — | $-28.0M |
毛利率
BIPC
MATV
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | 65.0% | 19.7% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | 63.8% | 20.8% | ||
| Q1 24 | — | 16.8% |
营业利润率
BIPC
MATV
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | 62.7% | 3.8% | ||
| Q1 25 | — | -88.8% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | 61.9% | 2.0% | ||
| Q1 24 | — | -2.8% |
净利率
BIPC
MATV
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | -35.7% | -1.8% | ||
| Q1 25 | — | -87.8% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | -4.2% | ||
| Q2 24 | 70.8% | -0.3% | ||
| Q1 24 | — | -5.6% |
每股收益(稀释后)
BIPC
MATV
| Q4 25 | — | $1.87 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.18 | ||
| Q1 25 | — | $-7.82 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | — | $-0.38 | ||
| Q2 24 | — | $-0.03 | ||
| Q1 24 | — | $-0.52 |
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 | $84.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $2.2B | $498.7M |
| 总资产 | $23.9B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
MATV
| Q4 25 | — | $84.2M | ||
| Q3 25 | — | $97.1M | ||
| Q2 25 | $1.2B | $95.6M | ||
| Q1 25 | — | $84.0M | ||
| Q4 24 | — | $94.3M | ||
| Q3 24 | — | $162.2M | ||
| Q2 24 | $466.0M | $133.4M | ||
| Q1 24 | — | $128.9M |
总债务
BIPC
MATV
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益
BIPC
MATV
| Q4 25 | — | $498.7M | ||
| Q3 25 | — | $397.4M | ||
| Q2 25 | $2.2B | $416.6M | ||
| Q1 25 | — | $428.2M | ||
| Q4 24 | — | $858.5M | ||
| Q3 24 | — | $882.3M | ||
| Q2 24 | $3.5B | $898.0M | ||
| Q1 24 | — | $906.9M |
总资产
BIPC
MATV
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $23.9B | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $23.7B | $2.6B | ||
| Q1 24 | — | $2.7B |
负债/权益比
BIPC
MATV
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.63× | ||
| Q2 25 | — | 2.66× | ||
| Q1 25 | — | 2.67× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.29× | ||
| Q1 24 | — | 1.30× |
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 | $19.3M |
| 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 | — | 1.7% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | 0.19× |
| 过去12个月自由现金流最近4个季度 | — | $93.8M |
8季度趋势,按日历期对齐
经营现金流
BIPC
MATV
| Q4 25 | — | $19.3M | ||
| Q3 25 | — | $72.8M | ||
| Q2 25 | $478.0M | $57.6M | ||
| Q1 25 | — | $-15.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $37.6M | ||
| Q2 24 | $511.0M | $46.1M | ||
| Q1 24 | — | $-13.0M |
自由现金流
BIPC
MATV
| Q4 25 | — | $8.0M | ||
| Q3 25 | — | $66.7M | ||
| Q2 25 | — | $48.9M | ||
| Q1 25 | — | $-29.8M | ||
| Q4 24 | — | $2.0M | ||
| Q3 24 | — | $25.5M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $-25.1M |
自由现金流率
BIPC
MATV
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | — | 7.1% | ||
| Q1 24 | — | -5.0% |
资本支出强度
BIPC
MATV
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 2.4% |
现金转化率
BIPC
MATV
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 16.07× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | — |
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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |