vs
Brookfield Infrastructure Corp（BIPC）与PATRICK INDUSTRIES INC（PATK）财务数据对比。点击上方公司名可切换其他公司
PATRICK INDUSTRIES INC的季度营收约是Brookfield Infrastructure Corp的1.1倍（$924.2M vs $866.0M），PATRICK INDUSTRIES INC净利率更高（3.1% vs -35.7%，领先38.8%），PATRICK INDUSTRIES INC同比增速更快（9.2% 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。
安杜里尔工业是一家美国国防科技企业，专注于先进自主系统的研发，其技术产品多应用于国防安全相关领域，在智能防务解决方案赛道具备行业竞争力。
BIPC vs PATK — 直观对比
营收规模更大
PATK
是对方的1.1倍
$866.0M
营收增速更快
PATK
高出13.8%
-4.6%
净利率更高
PATK
高出38.8%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $924.2M |
| 净利润 | $-309.0M | $29.1M |
| 毛利率 | 65.0% | 23.0% |
| 营业利润率 | 62.7% | 6.2% |
| 净利率 | -35.7% | 3.1% |
| 营收同比 | -4.6% | 9.2% |
| 净利润同比 | -148.1% | 99.7% |
| 每股收益（稀释后） | — | $0.82 |
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BIPCPATK
| Q4 25 | — | $924.2M | ||
| Q3 25 | — | $975.6M | ||
| Q2 25 | $866.0M | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $846.1M | ||
| Q3 24 | — | $919.4M | ||
| Q2 24 | $908.0M | $1.0B | ||
| Q1 24 | — | $933.5M |
净利润BIPCPATK
| Q4 25 | — | $29.1M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | $-309.0M | $32.4M | ||
| Q1 25 | — | $38.2M | ||
| Q4 24 | — | $14.6M | ||
| Q3 24 | — | $40.9M | ||
| Q2 24 | $643.0M | $47.9M | ||
| Q1 24 | — | $35.1M |
毛利率BIPCPATK
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | 65.0% | 23.9% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | 63.8% | 22.8% | ||
| Q1 24 | — | 21.9% |
营业利润率BIPCPATK
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | 62.7% | 8.3% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | 61.9% | 8.3% | ||
| Q1 24 | — | 6.4% |
净利率BIPCPATK
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | -35.7% | 3.1% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | 70.8% | 4.7% | ||
| Q1 24 | — | 3.8% |
每股收益（稀释后）BIPCPATK
| Q4 25 | — | $0.82 | ||
| Q3 25 | — | $1.01 | ||
| Q2 25 | — | $0.96 | ||
| Q1 25 | — | $1.11 | ||
| Q4 24 | — | $-1.44 | ||
| Q3 24 | — | $1.80 | ||
| Q2 24 | — | $2.16 | ||
| Q1 24 | — | $1.59 |
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 | $26.4M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $2.2B | $1.2B |
| 总资产 | $23.9B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资BIPCPATK
| Q4 25 | — | $26.4M | ||
| Q3 25 | — | $20.7M | ||
| Q2 25 | $1.2B | $22.0M | ||
| Q1 25 | — | $86.6M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $52.6M | ||
| Q2 24 | $466.0M | $44.0M | ||
| Q1 24 | — | $17.6M |
总债务BIPCPATK
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BIPCPATK
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $3.5B | $1.1B | ||
| Q1 24 | — | $1.1B |
总资产BIPCPATK
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $23.9B | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | $23.7B | $3.0B | ||
| Q1 24 | — | $3.0B |
负债/权益比BIPCPATK
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.18× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $130.8M |
| 自由现金流经营现金流 - 资本支出 | — | $112.7M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 4.50× |
| 过去12个月自由现金流最近4个季度 | — | $246.5M |
8季度趋势，按日历期对齐
经营现金流BIPCPATK
| Q4 25 | — | $130.8M | ||
| Q3 25 | — | $9.1M | ||
| Q2 25 | $478.0M | $149.4M | ||
| Q1 25 | — | $40.1M | ||
| Q4 24 | — | $102.7M | ||
| Q3 24 | — | $51.5M | ||
| Q2 24 | $511.0M | $137.5M | ||
| Q1 24 | — | $35.2M |
自由现金流BIPCPATK
| Q4 25 | — | $112.7M | ||
| Q3 25 | — | $-17.2M | ||
| Q2 25 | — | $131.1M | ||
| Q1 25 | — | $19.9M | ||
| Q4 24 | — | $77.2M | ||
| Q3 24 | — | $33.7M | ||
| Q2 24 | — | $120.6M | ||
| Q1 24 | — | $19.7M |
自由现金流率BIPCPATK
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | -1.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 2.1% |
资本支出强度BIPCPATK
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 1.7% |
现金转化率BIPCPATK
| Q4 25 | — | 4.50× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 4.61× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 7.05× | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 0.79× | 2.87× | ||
| Q1 24 | — | 1.00× |
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
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
