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Brookfield Infrastructure Corp（BIPC）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是Brookfield Infrastructure Corp的1.3倍（$1.2B vs $866.0M），PLEXUS CORP净利率更高（4.3% vs -35.7%，领先40.0%），PLEXUS CORP同比增速更快（18.7% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
BIPC vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.3倍
$866.0M
营收增速更快
PLXS
高出23.4%
-4.6%
净利率更高
PLXS
高出40.0%
-35.7%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.2B |
| 净利润 | $-309.0M | $49.8M |
| 毛利率 | 65.0% | 10.2% |
| 营业利润率 | 62.7% | 5.3% |
| 净利率 | -35.7% | 4.3% |
| 营收同比 | -4.6% | 18.7% |
| 净利润同比 | -148.1% | 27.5% |
| 每股收益（稀释后） | — | $1.82 |
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BIPCPLXS
| Q1 26 | — | $1.1B | ||
| Q2 25 | $866.0M | — | ||
| Q2 24 | $908.0M | — | ||
| Q3 23 | — | $1.0B | ||
| Q2 23 | $538.0M | $1.1B | ||
| Q4 22 | — | $1.2B | ||
| Q3 22 | — | $1.0B | ||
| Q2 22 | $479.0M | — |
净利润BIPCPLXS
| Q1 26 | — | $41.2M | ||
| Q2 25 | $-309.0M | — | ||
| Q2 24 | $643.0M | — | ||
| Q3 23 | — | $15.8M | ||
| Q2 23 | $-154.0M | $40.8M | ||
| Q4 22 | — | $50.5M | ||
| Q3 22 | — | $37.5M | ||
| Q2 22 | $842.0M | — |
毛利率BIPCPLXS
| Q1 26 | — | 9.9% | ||
| Q2 25 | 65.0% | — | ||
| Q2 24 | 63.8% | — | ||
| Q3 23 | — | 8.9% | ||
| Q2 23 | 72.3% | 9.4% | ||
| Q4 22 | — | 9.3% | ||
| Q3 22 | — | 9.2% | ||
| Q2 22 | 72.7% | — |
营业利润率BIPCPLXS
| Q1 26 | — | 5.1% | ||
| Q2 25 | 62.7% | — | ||
| Q2 24 | 61.9% | — | ||
| Q3 23 | — | 2.7% | ||
| Q2 23 | 69.1% | 5.2% | ||
| Q4 22 | — | 5.4% | ||
| Q3 22 | — | 4.9% | ||
| Q2 22 | 69.1% | — |
净利率BIPCPLXS
| Q1 26 | — | 3.8% | ||
| Q2 25 | -35.7% | — | ||
| Q2 24 | 70.8% | — | ||
| Q3 23 | — | 1.5% | ||
| Q2 23 | -28.6% | 3.7% | ||
| Q4 22 | — | 4.4% | ||
| Q3 22 | — | 3.7% | ||
| Q2 22 | 175.8% | — |
每股收益（稀释后）BIPCPLXS
| Q1 26 | — | $1.51 | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q3 23 | — | $0.56 | ||
| Q2 23 | — | $1.45 | ||
| Q4 22 | — | $1.76 | ||
| Q3 22 | — | $1.33 | ||
| Q2 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 | $303.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $1.5B |
| 总资产 | $23.9B | $3.4B |
| 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BIPCPLXS
| Q1 26 | — | $248.8M | ||
| Q2 25 | $1.2B | — | ||
| Q2 24 | $466.0M | — | ||
| Q3 23 | — | $253.0M | ||
| Q2 23 | $356.0M | $269.7M | ||
| Q4 22 | — | $274.8M | ||
| Q3 22 | — | $276.6M | ||
| Q2 22 | $512.0M | — |
股东权益BIPCPLXS
| Q1 26 | — | $1.5B | ||
| Q2 25 | $2.2B | — | ||
| Q2 24 | $3.5B | — | ||
| Q3 23 | — | $1.2B | ||
| Q2 23 | $-764.0M | $1.2B | ||
| Q4 22 | — | $1.1B | ||
| Q3 22 | — | $1.1B | ||
| Q2 22 | $-1.1B | — |
总资产BIPCPLXS
| Q1 26 | — | $3.2B | ||
| Q2 25 | $23.9B | — | ||
| Q2 24 | $23.7B | — | ||
| Q3 23 | — | $3.4B | ||
| Q2 23 | $11.0B | $3.4B | ||
| Q4 22 | — | $3.4B | ||
| Q3 22 | — | $3.2B | ||
| Q2 22 | $10.0B | — |
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 | — |
| 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 | — | — |
| 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BIPCPLXS
| Q1 26 | — | — | ||
| Q2 25 | $478.0M | — | ||
| Q2 24 | $511.0M | — | ||
| Q3 23 | — | $18.8M | ||
| Q2 23 | $265.0M | $106.0M | ||
| Q4 22 | — | $-26.2M | ||
| Q3 22 | — | $-21.2M | ||
| Q2 22 | $232.0M | — |
自由现金流BIPCPLXS
| Q1 26 | — | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q3 23 | — | $-11.5M | ||
| Q2 23 | — | $79.5M | ||
| Q4 22 | — | $-127.9M | ||
| Q3 22 | — | $-42.0M | ||
| Q2 22 | — | — |
自由现金流率BIPCPLXS
| Q1 26 | — | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q3 23 | — | -1.1% | ||
| Q2 23 | — | 7.3% | ||
| Q4 22 | — | -11.1% | ||
| Q3 22 | — | -4.2% | ||
| Q2 22 | — | — |
资本支出强度BIPCPLXS
| Q1 26 | — | — | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q3 23 | — | 2.9% | ||
| Q2 23 | — | 2.4% | ||
| Q4 22 | — | 8.8% | ||
| Q3 22 | — | 2.1% | ||
| Q2 22 | — | — |
现金转化率BIPCPLXS
| Q1 26 | — | — | ||
| Q2 25 | — | — | ||
| Q2 24 | 0.79× | — | ||
| Q3 23 | — | 1.19× | ||
| Q2 23 | — | 2.59× | ||
| Q4 22 | — | -0.52× | ||
| Q3 22 | — | -0.57× | ||
| Q2 22 | 0.28× | — |
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
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
