vs
Brookfield Infrastructure Corp（BIPC）与Monolithic Power Systems（MPWR）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Monolithic Power Systems的1.2倍（$866.0M vs $751.2M），Monolithic Power Systems净利率更高（22.9% vs -35.7%，领先58.5%），Monolithic Power Systems同比增速更快（20.8% 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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
BIPC vs MPWR — 直观对比
营收规模更大
BIPC
是对方的1.2倍
$751.2M
营收增速更快
MPWR
高出25.5%
-4.6%
净利率更高
MPWR
高出58.5%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $751.2M |
| 净利润 | $-309.0M | $171.7M |
| 毛利率 | 65.0% | 55.2% |
| 营业利润率 | 62.7% | 26.6% |
| 净利率 | -35.7% | 22.9% |
| 营收同比 | -4.6% | 20.8% |
| 净利润同比 | -148.1% | -86.3% |
| 每股收益（稀释后） | — | $3.50 |
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BIPCMPWR
| Q4 25 | — | $751.2M | ||
| Q3 25 | — | $737.2M | ||
| Q2 25 | $866.0M | $664.6M | ||
| Q1 25 | — | $637.6M | ||
| Q4 24 | — | $621.7M | ||
| Q3 24 | — | $620.1M | ||
| Q2 24 | $908.0M | $507.4M | ||
| Q1 24 | — | $457.9M |
净利润BIPCMPWR
| Q4 25 | — | $171.7M | ||
| Q3 25 | — | $179.8M | ||
| Q2 25 | $-309.0M | $135.0M | ||
| Q1 25 | — | $135.1M | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $144.4M | ||
| Q2 24 | $643.0M | $100.4M | ||
| Q1 24 | — | $92.5M |
毛利率BIPCMPWR
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | 65.0% | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | 63.8% | 55.3% | ||
| Q1 24 | — | 55.1% |
营业利润率BIPCMPWR
| Q4 25 | — | 26.6% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | 62.7% | 24.8% | ||
| Q1 25 | — | 26.5% | ||
| Q4 24 | — | 26.3% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | 61.9% | 23.0% | ||
| Q1 24 | — | 20.9% |
净利率BIPCMPWR
| Q4 25 | — | 22.9% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | -35.7% | 20.3% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 201.8% | ||
| Q3 24 | — | 23.3% | ||
| Q2 24 | 70.8% | 19.8% | ||
| Q1 24 | — | 20.2% |
每股收益（稀释后）BIPCMPWR
| Q4 25 | — | $3.50 | ||
| Q3 25 | — | $3.74 | ||
| Q2 25 | — | $2.81 | ||
| Q1 25 | — | $2.81 | ||
| Q4 24 | — | $25.71 | ||
| Q3 24 | — | $2.95 | ||
| Q2 24 | — | $2.05 | ||
| Q1 24 | — | $1.89 |
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 | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.5B |
| 总资产 | $23.9B | $4.2B |
| 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BIPCMPWR
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $862.9M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $466.0M | $1.3B | ||
| Q1 24 | — | $1.3B |
股东权益BIPCMPWR
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $3.5B | $2.2B | ||
| Q1 24 | — | $2.1B |
总资产BIPCMPWR
| Q4 25 | — | $4.2B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | $23.9B | $3.9B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $23.7B | $2.6B | ||
| Q1 24 | — | $2.6B |
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 | $104.9M |
| 自由现金流经营现金流 - 资本支出 | — | $63.9M |
| 自由现金流率自由现金流/营收 | — | 8.5% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.61× |
| 过去12个月自由现金流最近4个季度 | — | $666.2M |
8季度趋势，按日历期对齐
经营现金流BIPCMPWR
| Q4 25 | — | $104.9M | ||
| Q3 25 | — | $239.3M | ||
| Q2 25 | $478.0M | $237.6M | ||
| Q1 25 | — | $256.4M | ||
| Q4 24 | — | $167.7M | ||
| Q3 24 | — | $231.7M | ||
| Q2 24 | $511.0M | $141.0M | ||
| Q1 24 | — | $248.1M |
自由现金流BIPCMPWR
| Q4 25 | — | $63.9M | ||
| Q3 25 | — | $196.8M | ||
| Q2 25 | — | $189.5M | ||
| Q1 25 | — | $216.0M | ||
| Q4 24 | — | $102.9M | ||
| Q3 24 | — | $197.9M | ||
| Q2 24 | — | $109.5M | ||
| Q1 24 | — | $232.1M |
自由现金流率BIPCMPWR
| Q4 25 | — | 8.5% | ||
| Q3 25 | — | 26.7% | ||
| Q2 25 | — | 28.5% | ||
| Q1 25 | — | 33.9% | ||
| Q4 24 | — | 16.5% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 21.6% | ||
| Q1 24 | — | 50.7% |
资本支出强度BIPCMPWR
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 6.2% | ||
| Q1 24 | — | 3.5% |
现金转化率BIPCMPWR
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | 0.79× | 1.40× | ||
| Q1 24 | — | 2.68× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
