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Brookfield Infrastructure Corp(BIPC)与OSI SYSTEMS INC(OSIS)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OSI SYSTEMS INC的1.9倍($866.0M vs $464.1M),OSI SYSTEMS INC净利率更高(8.3% vs -35.7%,领先44.0%),OSI SYSTEMS INC同比增速更快(10.5% 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。
OSI系统公司是总部位于美国加利福尼亚州的企业,主营安全检测系统、医疗设备及光电器件三大业务板块,产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等,旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司,全球员工规模约3180人。
BIPC vs OSIS — 直观对比
营收规模更大
BIPC
是对方的1.9倍
$464.1M
营收增速更快
OSIS
高出15.2%
-4.6%
净利率更高
OSIS
高出44.0%
-35.7%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $464.1M |
| 净利润 | $-309.0M | $38.7M |
| 毛利率 | 65.0% | 32.7% |
| 营业利润率 | 62.7% | 12.7% |
| 净利率 | -35.7% | 8.3% |
| 营收同比 | -4.6% | 10.5% |
| 净利润同比 | -148.1% | 2.3% |
| 每股收益(稀释后) | — | $2.22 |
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
OSIS
| Q4 25 | — | $464.1M | ||
| Q3 25 | — | $384.6M | ||
| Q2 25 | $866.0M | $505.0M | ||
| Q1 25 | — | $444.4M | ||
| Q4 24 | — | $419.8M | ||
| Q3 24 | — | $344.0M | ||
| Q2 24 | $908.0M | $480.9M | ||
| Q1 24 | — | $405.4M |
净利润
BIPC
OSIS
| Q4 25 | — | $38.7M | ||
| Q3 25 | — | $20.6M | ||
| Q2 25 | $-309.0M | $52.7M | ||
| Q1 25 | — | $41.1M | ||
| Q4 24 | — | $37.8M | ||
| Q3 24 | — | $17.9M | ||
| Q2 24 | $643.0M | $44.7M | ||
| Q1 24 | — | $34.0M |
毛利率
BIPC
OSIS
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 32.0% | ||
| Q2 25 | 65.0% | 33.3% | ||
| Q1 25 | — | 33.8% | ||
| Q4 24 | — | 35.1% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | 63.8% | 32.1% | ||
| Q1 24 | — | 33.6% |
营业利润率
BIPC
OSIS
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | 62.7% | 14.5% | ||
| Q1 25 | — | 12.7% | ||
| Q4 24 | — | 13.8% | ||
| Q3 24 | — | 8.8% | ||
| Q2 24 | 61.9% | 13.1% | ||
| Q1 24 | — | 12.7% |
净利率
BIPC
OSIS
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | -35.7% | 10.4% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | 70.8% | 9.3% | ||
| Q1 24 | — | 8.4% |
每股收益(稀释后)
BIPC
OSIS
| Q4 25 | — | $2.22 | ||
| Q3 25 | — | $1.18 | ||
| Q2 25 | — | $3.04 | ||
| Q1 25 | — | $2.40 | ||
| Q4 24 | — | $2.22 | ||
| Q3 24 | — | $1.05 | ||
| Q2 24 | — | $2.57 | ||
| Q1 24 | — | $1.95 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $2.2B | $845.5M |
| 总资产 | $23.9B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
OSIS
| Q4 25 | — | $336.7M | ||
| Q3 25 | — | $124.4M | ||
| Q2 25 | $1.2B | $106.4M | ||
| Q1 25 | — | $95.8M | ||
| Q4 24 | — | $101.6M | ||
| Q3 24 | — | $85.1M | ||
| Q2 24 | $466.0M | $95.4M | ||
| Q1 24 | — | $101.4M |
总债务
BIPC
OSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
股东权益
BIPC
OSIS
| Q4 25 | — | $845.5M | ||
| Q3 25 | — | $946.0M | ||
| Q2 25 | $2.2B | $951.1M | ||
| Q1 25 | — | $879.3M | ||
| Q4 24 | — | $825.8M | ||
| Q3 24 | — | $786.5M | ||
| Q2 24 | $3.5B | $863.5M | ||
| Q1 24 | — | $813.4M |
总资产
BIPC
OSIS
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $23.9B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $23.7B | $1.9B | ||
| Q1 24 | — | $1.8B |
负债/权益比
BIPC
OSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | — |
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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | — | $55.5M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.61× |
| 过去12个月自由现金流最近4个季度 | — | $137.2M |
8季度趋势,按日历期对齐
经营现金流
BIPC
OSIS
| Q4 25 | — | $62.2M | ||
| Q3 25 | — | $17.1M | ||
| Q2 25 | $478.0M | $562.0K | ||
| Q1 25 | — | $81.6M | ||
| Q4 24 | — | $52.5M | ||
| Q3 24 | — | $-37.2M | ||
| Q2 24 | $511.0M | $-29.0M | ||
| Q1 24 | — | $-52.1M |
自由现金流
BIPC
OSIS
| Q4 25 | — | $55.5M | ||
| Q3 25 | — | $10.1M | ||
| Q2 25 | — | $-5.6M | ||
| Q1 25 | — | $77.1M | ||
| Q4 24 | — | $47.1M | ||
| Q3 24 | — | $-44.9M | ||
| Q2 24 | — | $-37.5M | ||
| Q1 24 | — | $-57.0M |
自由现金流率
BIPC
OSIS
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | -1.1% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | -13.0% | ||
| Q2 24 | — | -7.8% | ||
| Q1 24 | — | -14.1% |
资本支出强度
BIPC
OSIS
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.2% |
现金转化率
BIPC
OSIS
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | — | -2.07× | ||
| Q2 24 | 0.79× | -0.65× | ||
| Q1 24 | — | -1.53× |
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
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |