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Brookfield Infrastructure Corp(BIPC)与EPLUS INC(PLUS)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EPLUS INC的1.4倍($866.0M vs $614.8M),EPLUS INC净利率更高(5.7% vs -35.7%,领先41.4%),EPLUS INC同比增速更快(20.3% 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。
ePlus Inc.是美国的科技咨询解决方案提供商,业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域,为超5000家客户提供定制化解决方案、专业咨询与托管服务,助力企业实现数字化转型与技术升级。
BIPC vs PLUS — 直观对比
营收规模更大
BIPC
是对方的1.4倍
$614.8M
营收增速更快
PLUS
高出24.9%
-4.6%
净利率更高
PLUS
高出41.4%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $614.8M |
| 净利润 | $-309.0M | $35.1M |
| 毛利率 | 65.0% | 25.8% |
| 营业利润率 | 62.7% | 7.1% |
| 净利率 | -35.7% | 5.7% |
| 营收同比 | -4.6% | 20.3% |
| 净利润同比 | -148.1% | 45.2% |
| 每股收益(稀释后) | — | $1.33 |
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
PLUS
| Q4 25 | — | $614.8M | ||
| Q3 25 | — | $608.8M | ||
| Q2 25 | $866.0M | $637.3M | ||
| Q4 24 | — | $493.2M | ||
| Q3 24 | — | $493.4M | ||
| Q2 24 | $908.0M | $535.7M | ||
| Q4 23 | — | $509.1M | ||
| Q3 23 | — | $587.6M |
净利润
BIPC
PLUS
| Q4 25 | — | $35.1M | ||
| Q3 25 | — | $34.9M | ||
| Q2 25 | $-309.0M | $37.7M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $31.3M | ||
| Q2 24 | $643.0M | $27.3M | ||
| Q4 23 | — | $27.3M | ||
| Q3 23 | — | $32.7M |
毛利率
BIPC
PLUS
| Q4 25 | — | 25.8% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | 65.0% | 23.3% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | 63.8% | 23.7% | ||
| Q4 23 | — | 26.3% | ||
| Q3 23 | — | 24.6% |
营业利润率
BIPC
PLUS
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 8.0% | ||
| Q2 25 | 62.7% | 5.7% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | 61.9% | 5.9% | ||
| Q4 23 | — | 7.5% | ||
| Q3 23 | — | 7.6% |
净利率
BIPC
PLUS
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | -35.7% | 5.9% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 6.3% | ||
| Q2 24 | 70.8% | 5.1% | ||
| Q4 23 | — | 5.4% | ||
| Q3 23 | — | 5.6% |
每股收益(稀释后)
BIPC
PLUS
| Q4 25 | — | $1.33 | ||
| Q3 25 | — | $1.32 | ||
| Q2 25 | — | $1.43 | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | — | $1.17 | ||
| Q2 24 | — | $1.02 | ||
| Q4 23 | — | $1.02 | ||
| Q3 23 | — | $1.22 |
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 | $326.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $1.1B |
| 总资产 | $23.9B | $1.8B |
| 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
BIPC
PLUS
| Q4 25 | — | $326.3M | ||
| Q3 25 | — | $402.2M | ||
| Q2 25 | $1.2B | $480.2M | ||
| Q4 24 | — | $253.1M | ||
| Q3 24 | — | $187.5M | ||
| Q2 24 | $466.0M | $349.9M | ||
| Q4 23 | — | $142.2M | ||
| Q3 23 | — | $82.5M |
股东权益
BIPC
PLUS
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q4 24 | — | $962.3M | ||
| Q3 24 | — | $947.0M | ||
| Q2 24 | $3.5B | $921.9M | ||
| Q4 23 | — | $877.8M | ||
| Q3 23 | — | $845.7M |
总资产
BIPC
PLUS
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $23.9B | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $23.7B | $1.7B | ||
| Q4 23 | — | $1.6B | ||
| Q3 23 | — | $1.6B |
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 | $-87.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | -2.49× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
BIPC
PLUS
| Q4 25 | — | $-87.4M | ||
| Q3 25 | — | $-34.8M | ||
| Q2 25 | $478.0M | $-99.0M | ||
| Q4 24 | — | $65.7M | ||
| Q3 24 | — | $-21.6M | ||
| Q2 24 | $511.0M | $97.1M | ||
| Q4 23 | — | $133.2M | ||
| Q3 23 | — | $31.2M |
现金转化率
BIPC
PLUS
| Q4 25 | — | -2.49× | ||
| Q3 25 | — | -1.00× | ||
| Q2 25 | — | -2.63× | ||
| Q4 24 | — | 2.72× | ||
| Q3 24 | — | -0.69× | ||
| Q2 24 | 0.79× | 3.55× | ||
| Q4 23 | — | 4.88× | ||
| Q3 23 | — | 0.96× |
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
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |