vs
Brookfield Infrastructure Corp（BIPC）与Martin Marietta Materials（MLM）财务数据对比。点击上方公司名可切换其他公司
Martin Marietta Materials的季度营收约是Brookfield Infrastructure Corp的1.3倍（$1.1B vs $866.0M），Martin Marietta Materials净利率更高（24.5% vs -35.7%，领先60.2%），Brookfield Infrastructure Corp同比增速更快（-4.6% vs -30.1%）
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。
马丁·玛丽埃塔材料公司是美国大型集料及重型建筑材料供应商，业务覆盖美国26个州、加拿大及加勒比地区，主要为道路、人行道、地基等各类基建项目提供所需原材料。
BIPC vs MLM — 直观对比
营收规模更大
MLM
是对方的1.3倍
$866.0M
营收增速更快
BIPC
高出25.5%
-30.1%
净利率更高
MLM
高出60.2%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.1B |
| 净利润 | $-309.0M | $279.0M |
| 毛利率 | 65.0% | 35.0% |
| 营业利润率 | 62.7% | 24.6% |
| 净利率 | -35.7% | 24.5% |
| 营收同比 | -4.6% | -30.1% |
| 净利润同比 | -148.1% | -4.8% |
| 每股收益（稀释后） | — | $4.59 |
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BIPCMLM
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $866.0M | $1.8B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $908.0M | $1.8B | ||
| Q1 24 | — | $1.3B |
净利润BIPCMLM
| Q4 25 | — | $279.0M | ||
| Q3 25 | — | $414.0M | ||
| Q2 25 | $-309.0M | $328.0M | ||
| Q1 25 | — | $116.0M | ||
| Q4 24 | — | $293.0M | ||
| Q3 24 | — | $363.0M | ||
| Q2 24 | $643.0M | $294.0M | ||
| Q1 24 | — | $1.0B |
毛利率BIPCMLM
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 33.1% | ||
| Q2 25 | 65.0% | 30.0% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | 63.8% | 29.3% | ||
| Q1 24 | — | 21.7% |
营业利润率BIPCMLM
| Q4 25 | — | 24.6% | ||
| Q3 25 | — | 27.4% | ||
| Q2 25 | 62.7% | 25.3% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 24.4% | ||
| Q3 24 | — | 25.9% | ||
| Q2 24 | 61.9% | 22.6% | ||
| Q1 24 | — | — |
净利率BIPCMLM
| Q4 25 | — | 24.5% | ||
| Q3 25 | — | 22.4% | ||
| Q2 25 | -35.7% | 18.1% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 18.0% | ||
| Q3 24 | — | 19.2% | ||
| Q2 24 | 70.8% | 16.7% | ||
| Q1 24 | — | 83.5% |
每股收益（稀释后）BIPCMLM
| Q4 25 | — | $4.59 | ||
| Q3 25 | — | $6.85 | ||
| Q2 25 | — | $5.43 | ||
| Q1 25 | — | $1.90 | ||
| Q4 24 | — | $4.87 | ||
| Q3 24 | — | $5.91 | ||
| Q2 24 | — | $4.76 | ||
| Q1 24 | — | $16.87 |
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 | $67.0M |
| 总债务越低越好 | — | $5.3B |
| 股东权益账面价值 | $2.2B | $10.0B |
| 总资产 | $23.9B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 0.53× |
8季度趋势，按日历期对齐
现金及短期投资BIPCMLM
| Q4 25 | — | $67.0M | ||
| Q3 25 | — | $57.0M | ||
| Q2 25 | $1.2B | $225.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | — | $670.0M | ||
| Q3 24 | — | $52.0M | ||
| Q2 24 | $466.0M | $109.0M | ||
| Q1 24 | — | $2.6B |
总债务BIPCMLM
| Q4 25 | — | $5.3B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.3B |
股东权益BIPCMLM
| Q4 25 | — | $10.0B | ||
| Q3 25 | — | $9.7B | ||
| Q2 25 | $2.2B | $9.4B | ||
| Q1 25 | — | $9.1B | ||
| Q4 24 | — | $9.5B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | $3.5B | $8.8B | ||
| Q1 24 | — | $8.9B |
总资产BIPCMLM
| Q4 25 | — | $18.7B | ||
| Q3 25 | — | $18.7B | ||
| Q2 25 | $23.9B | $18.1B | ||
| Q1 25 | — | $17.7B | ||
| Q4 24 | — | $18.2B | ||
| Q3 24 | — | $16.5B | ||
| Q2 24 | $23.7B | $16.3B | ||
| Q1 24 | — | $16.2B |
负债/权益比BIPCMLM
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.49× | ||
| Q1 24 | — | 0.49× |
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 | $629.0M |
| 自由现金流经营现金流 - 资本支出 | — | $424.0M |
| 自由现金流率自由现金流/营收 | — | 37.2% |
| 资本支出强度资本支出/营收 | — | 18.0% |
| 现金转化率经营现金流/净利润 | — | 2.25× |
| 过去12个月自由现金流最近4个季度 | — | $978.0M |
8季度趋势，按日历期对齐
经营现金流BIPCMLM
| Q4 25 | — | $629.0M | ||
| Q3 25 | — | $551.0M | ||
| Q2 25 | $478.0M | $387.0M | ||
| Q1 25 | — | $218.0M | ||
| Q4 24 | — | $686.0M | ||
| Q3 24 | — | $600.0M | ||
| Q2 24 | $511.0M | $1.0M | ||
| Q1 24 | — | $172.0M |
自由现金流BIPCMLM
| Q4 25 | — | $424.0M | ||
| Q3 25 | — | $361.0M | ||
| Q2 25 | — | $208.0M | ||
| Q1 25 | — | $-15.0M | ||
| Q4 24 | — | $453.0M | ||
| Q3 24 | — | $317.0M | ||
| Q2 24 | — | $-138.0M | ||
| Q1 24 | — | $-28.0M |
自由现金流率BIPCMLM
| Q4 25 | — | 37.2% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | -1.1% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | -7.8% | ||
| Q1 24 | — | -2.2% |
资本支出强度BIPCMLM
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 10.3% | ||
| Q2 25 | — | 9.9% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 15.0% | ||
| Q2 24 | — | 7.9% | ||
| Q1 24 | — | 16.0% |
现金转化率BIPCMLM
| Q4 25 | — | 2.25× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 1.18× | ||
| Q1 25 | — | 1.88× | ||
| Q4 24 | — | 2.34× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | 0.79× | 0.00× | ||
| Q1 24 | — | 0.16× |
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
MLM
| Building Materials Business East Group | $774.0M | 68% |
| Building Materials Business West Group | $233.0M | 20% |
| Services | $88.0M | 8% |
| Other | $45.0M | 4% |
