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Brookfield Infrastructure Corp(BIPC)与Medpace Holdings, Inc.(MEDP)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Medpace Holdings, Inc.的1.2倍($866.0M vs $708.5M),Medpace Holdings, Inc.净利率更高(19.1% vs -35.7%,领先54.8%),Medpace Holdings, Inc.同比增速更快(32.0% 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。
Medpace Holdings, Inc.是总部位于美国俄亥俄州辛辛那提的全球性临床研究机构(CRO),现有员工约6000人。公司采用全服务运营模式,可提供全球中心实验室、影像核心实验室、生物分析实验室服务,且在总部临床研究园区内设有I期临床试验单元。
BIPC vs MEDP — 直观对比
营收规模更大
BIPC
是对方的1.2倍
$708.5M
营收增速更快
MEDP
高出36.7%
-4.6%
净利率更高
MEDP
高出54.8%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $708.5M |
| 净利润 | $-309.0M | $135.1M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 21.6% |
| 净利率 | -35.7% | 19.1% |
| 营收同比 | -4.6% | 32.0% |
| 净利润同比 | -148.1% | 15.5% |
| 每股收益(稀释后) | — | $4.65 |
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
MEDP
| Q4 25 | — | $708.5M | ||
| Q3 25 | — | $659.9M | ||
| Q2 25 | $866.0M | $603.3M | ||
| Q1 25 | — | $558.6M | ||
| Q4 24 | — | $536.6M | ||
| Q3 24 | — | $533.3M | ||
| Q2 24 | $908.0M | $528.1M | ||
| Q1 24 | — | $511.0M |
净利润
BIPC
MEDP
| Q4 25 | — | $135.1M | ||
| Q3 25 | — | $111.1M | ||
| Q2 25 | $-309.0M | $90.3M | ||
| Q1 25 | — | $114.6M | ||
| Q4 24 | — | $117.0M | ||
| Q3 24 | — | $96.4M | ||
| Q2 24 | $643.0M | $88.4M | ||
| Q1 24 | — | $102.6M |
毛利率
BIPC
MEDP
| 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
MEDP
| Q4 25 | — | 21.6% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | 62.7% | 20.9% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 23.4% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | 61.9% | 19.9% | ||
| Q1 24 | — | 20.4% |
净利率
BIPC
MEDP
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 16.8% | ||
| Q2 25 | -35.7% | 15.0% | ||
| Q1 25 | — | 20.5% | ||
| Q4 24 | — | 21.8% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | 70.8% | 16.7% | ||
| Q1 24 | — | 20.1% |
每股收益(稀释后)
BIPC
MEDP
| Q4 25 | — | $4.65 | ||
| Q3 25 | — | $3.86 | ||
| Q2 25 | — | $3.10 | ||
| Q1 25 | — | $3.67 | ||
| Q4 24 | — | $3.67 | ||
| Q3 24 | — | $3.01 | ||
| Q2 24 | — | $2.75 | ||
| Q1 24 | — | $3.20 |
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 | $497.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $459.1M |
| 总资产 | $23.9B | $2.0B |
| 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
BIPC
MEDP
| Q4 25 | — | $497.0M | ||
| Q3 25 | — | $285.4M | ||
| Q2 25 | $1.2B | $46.3M | ||
| Q1 25 | — | $441.4M | ||
| Q4 24 | — | $669.4M | ||
| Q3 24 | — | $656.9M | ||
| Q2 24 | $466.0M | $510.9M | ||
| Q1 24 | — | $407.0M |
股东权益
BIPC
MEDP
| Q4 25 | — | $459.1M | ||
| Q3 25 | — | $293.6M | ||
| Q2 25 | $2.2B | $172.4M | ||
| Q1 25 | — | $593.6M | ||
| Q4 24 | — | $825.5M | ||
| Q3 24 | — | $881.4M | ||
| Q2 24 | $3.5B | $763.6M | ||
| Q1 24 | — | $671.5M |
总资产
BIPC
MEDP
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $23.9B | $1.6B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $23.7B | $1.9B | ||
| Q1 24 | — | $1.8B |
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 | $192.7M |
| 自由现金流经营现金流 - 资本支出 | — | $188.1M |
| 自由现金流率自由现金流/营收 | — | 26.6% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.43× |
| 过去12个月自由现金流最近4个季度 | — | $681.9M |
8季度趋势,按日历期对齐
经营现金流
BIPC
MEDP
| Q4 25 | — | $192.7M | ||
| Q3 25 | — | $246.2M | ||
| Q2 25 | $478.0M | $148.5M | ||
| Q1 25 | — | $125.8M | ||
| Q4 24 | — | $190.7M | ||
| Q3 24 | — | $149.1M | ||
| Q2 24 | $511.0M | $116.4M | ||
| Q1 24 | — | $152.7M |
自由现金流
BIPC
MEDP
| Q4 25 | — | $188.1M | ||
| Q3 25 | — | $235.5M | ||
| Q2 25 | — | $142.4M | ||
| Q1 25 | — | $115.8M | ||
| Q4 24 | — | $183.0M | ||
| Q3 24 | — | $138.5M | ||
| Q2 24 | — | $103.5M | ||
| Q1 24 | — | $147.2M |
自由现金流率
BIPC
MEDP
| Q4 25 | — | 26.6% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | 26.0% | ||
| Q2 24 | — | 19.6% | ||
| Q1 24 | — | 28.8% |
资本支出强度
BIPC
MEDP
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 1.1% |
现金转化率
BIPC
MEDP
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 2.22× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | 0.79× | 1.32× | ||
| Q1 24 | — | 1.49× |
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
MEDP
| Metabolic | $249.8M | 35% |
| Oncology | $195.9M | 28% |
| Other | $88.3M | 12% |
| Central Nervous System | $73.2M | 10% |
| Cardiology | $63.0M | 9% |
| Antiviral And Anti Infective | $38.3M | 5% |
| Related Party | $10.3M | 1% |