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Brookfield Infrastructure Corp（BIPC）与Dave & Buster's Entertainment, Inc.（PLAY）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Dave & Buster's Entertainment, Inc.的1.9倍（$866.0M vs $448.2M），Dave & Buster's Entertainment, Inc.净利率更高（-9.4% vs -35.7%，领先26.3%），Dave & Buster's Entertainment, Inc.同比增速更快（-1.1% 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。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
BIPC vs PLAY — 直观对比
营收规模更大
BIPC
是对方的1.9倍
$448.2M
营收增速更快
PLAY
高出3.6%
-4.6%
净利率更高
PLAY
高出26.3%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $448.2M |
| 净利润 | $-309.0M | $-42.1M |
| 毛利率 | 65.0% | 85.8% |
| 营业利润率 | 62.7% | -3.6% |
| 净利率 | -35.7% | -9.4% |
| 营收同比 | -4.6% | -1.1% |
| 净利润同比 | -148.1% | -28.7% |
| 每股收益（稀释后） | — | $-1.22 |
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BIPCPLAY
| Q4 25 | — | $448.2M | ||
| Q3 25 | — | $557.4M | ||
| Q2 25 | $866.0M | $567.7M | ||
| Q1 25 | — | $534.5M | ||
| Q4 24 | — | $453.0M | ||
| Q3 24 | — | $557.1M | ||
| Q2 24 | $908.0M | $588.1M | ||
| Q1 24 | — | $599.0M |
净利润BIPCPLAY
| Q4 25 | — | $-42.1M | ||
| Q3 25 | — | $11.4M | ||
| Q2 25 | $-309.0M | $21.7M | ||
| Q1 25 | — | $9.3M | ||
| Q4 24 | — | $-32.7M | ||
| Q3 24 | — | $40.3M | ||
| Q2 24 | $643.0M | $41.4M | ||
| Q1 24 | — | $36.1M |
毛利率BIPCPLAY
| Q4 25 | — | 85.8% | ||
| Q3 25 | — | 86.3% | ||
| Q2 25 | 65.0% | 85.5% | ||
| Q1 25 | — | 85.5% | ||
| Q4 24 | — | 85.0% | ||
| Q3 24 | — | 85.3% | ||
| Q2 24 | 63.8% | 85.2% | ||
| Q1 24 | — | 84.1% |
营业利润率BIPCPLAY
| Q4 25 | — | -3.6% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | 62.7% | 11.1% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | 61.9% | 14.5% | ||
| Q1 24 | — | 14.9% |
净利率BIPCPLAY
| Q4 25 | — | -9.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | -35.7% | 3.8% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | -7.2% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | 70.8% | 7.0% | ||
| Q1 24 | — | 6.0% |
每股收益（稀释后）BIPCPLAY
| Q4 25 | — | $-1.22 | ||
| Q3 25 | — | $0.32 | ||
| Q2 25 | — | $0.62 | ||
| Q1 25 | — | $0.32 | ||
| Q4 24 | — | $-0.84 | ||
| Q3 24 | — | $0.99 | ||
| Q2 24 | — | $0.99 | ||
| Q1 24 | — | $0.95 |
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 | $13.6M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $2.2B | $130.8M |
| 总资产 | $23.9B | $4.1B |
| 负债/权益比越低杠杆越低 | — | 12.17× |
8季度趋势，按日历期对齐
现金及短期投资BIPCPLAY
| Q4 25 | — | $13.6M | ||
| Q3 25 | — | $12.0M | ||
| Q2 25 | $1.2B | $11.9M | ||
| Q1 25 | — | $6.9M | ||
| Q4 24 | — | $8.6M | ||
| Q3 24 | — | $13.1M | ||
| Q2 24 | $466.0M | $32.1M | ||
| Q1 24 | — | $37.3M |
总债务BIPCPLAY
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.3B |
股东权益BIPCPLAY
| Q4 25 | — | $130.8M | ||
| Q3 25 | — | $166.2M | ||
| Q2 25 | $2.2B | $146.8M | ||
| Q1 25 | — | $145.8M | ||
| Q4 24 | — | $226.6M | ||
| Q3 24 | — | $284.4M | ||
| Q2 24 | $3.5B | $292.5M | ||
| Q1 24 | — | $251.2M |
总资产BIPCPLAY
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | $23.9B | $4.1B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | $23.7B | $3.8B | ||
| Q1 24 | — | $3.8B |
负债/权益比BIPCPLAY
| Q4 25 | — | 12.17× | ||
| Q3 25 | — | 9.57× | ||
| Q2 25 | — | 10.98× | ||
| Q1 25 | — | 10.45× | ||
| Q4 24 | — | 6.58× | ||
| Q3 24 | — | 4.72× | ||
| Q2 24 | — | 4.58× | ||
| Q1 24 | — | 5.33× |
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 | $58.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-20.6M |
| 自由现金流率自由现金流/营收 | — | -4.6% |
| 资本支出强度资本支出/营收 | — | 17.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-195.6M |
8季度趋势，按日历期对齐
经营现金流BIPCPLAY
| Q4 25 | — | $58.0M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | $478.0M | $95.8M | ||
| Q1 25 | — | $108.9M | ||
| Q4 24 | — | $-7.2M | ||
| Q3 24 | — | $101.8M | ||
| Q2 24 | $511.0M | $108.8M | ||
| Q1 24 | — | $97.2M |
自由现金流BIPCPLAY
| Q4 25 | — | $-20.6M | ||
| Q3 25 | — | $-55.2M | ||
| Q2 25 | — | $-58.8M | ||
| Q1 25 | — | $-61.0M | ||
| Q4 24 | — | $-138.4M | ||
| Q3 24 | — | $-14.3M | ||
| Q2 24 | — | $-4.2M | ||
| Q1 24 | — | $-25.4M |
自由现金流率BIPCPLAY
| Q4 25 | — | -4.6% | ||
| Q3 25 | — | -9.9% | ||
| Q2 25 | — | -10.4% | ||
| Q1 25 | — | -11.4% | ||
| Q4 24 | — | -30.6% | ||
| Q3 24 | — | -2.6% | ||
| Q2 24 | — | -0.7% | ||
| Q1 24 | — | -4.2% |
资本支出强度BIPCPLAY
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 27.2% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 20.5% |
现金转化率BIPCPLAY
| Q4 25 | — | — | ||
| Q3 25 | — | 2.98× | ||
| Q2 25 | — | 4.41× | ||
| Q1 25 | — | 11.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | 0.79× | 2.63× | ||
| Q1 24 | — | 2.69× |
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
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
