vs
Brookfield Infrastructure Corp（BIPC）与PTC Inc.（PTC）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PTC Inc.的1.1倍（$866.0M vs $774.3M），PTC Inc.净利率更高（76.3% vs -35.7%，领先112.0%），PTC Inc.同比增速更快（21.7% 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。
PTC是1985年成立的美国计算机软件与服务企业，总部位于马萨诸塞州波士顿。公司1988年率先推出参数化关联特征驱动的三维CAD建模软件，1998年发布基于互联网的产品生命周期管理（PLM）产品，目前面向合作伙伴与开发者提供物联网、增强现实（AR）平台及相关产品服务。
BIPC vs PTC — 直观对比
营收规模更大
BIPC
是对方的1.1倍
$774.3M
营收增速更快
PTC
高出26.3%
-4.6%
净利率更高
PTC
高出112.0%
-35.7%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $774.3M |
| 净利润 | $-309.0M | $590.7M |
| 毛利率 | 65.0% | 99.1% |
| 营业利润率 | 62.7% | 38.2% |
| 净利率 | -35.7% | 76.3% |
| 营收同比 | -4.6% | 21.7% |
| 净利润同比 | -148.1% | 141.2% |
| 每股收益（稀释后） | — | $4.98 |
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BIPCPTC
| Q1 26 | — | $774.3M | ||
| Q4 25 | — | $685.8M | ||
| Q3 25 | — | $893.8M | ||
| Q2 25 | $866.0M | $643.9M | ||
| Q1 25 | — | $636.4M | ||
| Q4 24 | — | $565.1M | ||
| Q3 24 | — | $626.5M | ||
| Q2 24 | $908.0M | $518.6M |
净利润BIPCPTC
| Q1 26 | — | $590.7M | ||
| Q4 25 | — | $166.5M | ||
| Q3 25 | — | $347.8M | ||
| Q2 25 | $-309.0M | $141.3M | ||
| Q1 25 | — | $162.6M | ||
| Q4 24 | — | $82.2M | ||
| Q3 24 | — | $126.5M | ||
| Q2 24 | $643.0M | $69.0M |
毛利率BIPCPTC
| Q1 26 | — | 99.1% | ||
| Q4 25 | — | 82.8% | ||
| Q3 25 | — | 86.9% | ||
| Q2 25 | 65.0% | 82.9% | ||
| Q1 25 | — | 83.3% | ||
| Q4 24 | — | 80.2% | ||
| Q3 24 | — | 82.0% | ||
| Q2 24 | 63.8% | 78.4% |
营业利润率BIPCPTC
| Q1 26 | — | 38.2% | ||
| Q4 25 | — | 32.2% | ||
| Q3 25 | — | 48.5% | ||
| Q2 25 | 62.7% | 32.6% | ||
| Q1 25 | — | 35.1% | ||
| Q4 24 | — | 20.4% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | 61.9% | 18.5% |
净利率BIPCPTC
| Q1 26 | — | 76.3% | ||
| Q4 25 | — | 24.3% | ||
| Q3 25 | — | 38.9% | ||
| Q2 25 | -35.7% | 21.9% | ||
| Q1 25 | — | 25.6% | ||
| Q4 24 | — | 14.6% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | 70.8% | 13.3% |
每股收益（稀释后）BIPCPTC
| Q1 26 | — | $4.98 | ||
| Q4 25 | — | $1.39 | ||
| Q3 25 | — | $2.88 | ||
| Q2 25 | — | $1.17 | ||
| Q1 25 | — | $1.35 | ||
| Q4 24 | — | $0.68 | ||
| Q3 24 | — | $1.05 | ||
| Q2 24 | — | $0.57 |
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 | $439.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.9B |
| 总资产 | $23.9B | $6.5B |
| 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BIPCPTC
| Q1 26 | — | $439.1M | ||
| Q4 25 | — | $209.7M | ||
| Q3 25 | — | $184.4M | ||
| Q2 25 | $1.2B | $199.3M | ||
| Q1 25 | — | $235.2M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $265.8M | ||
| Q2 24 | $466.0M | $247.7M |
总债务BIPCPTC
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.3B |
股东权益BIPCPTC
| Q1 26 | — | $3.9B | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | $2.2B | $3.5B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $3.5B | $3.0B |
总资产BIPCPTC
| Q1 26 | — | $6.5B | ||
| Q4 25 | — | $6.4B | ||
| Q3 25 | — | $6.6B | ||
| Q2 25 | $23.9B | $6.2B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | $23.7B | $6.1B |
负债/权益比BIPCPTC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.40× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.43× |
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 | $320.9M |
| 自由现金流经营现金流 - 资本支出 | — | $318.0M |
| 自由现金流率自由现金流/营收 | — | 41.1% |
| 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 | — | 0.54× |
| 过去12个月自由现金流最近4个季度 | — | $927.9M |
8季度趋势，按日历期对齐
经营现金流BIPCPTC
| Q1 26 | — | $320.9M | ||
| Q4 25 | — | $269.7M | ||
| Q3 25 | — | $104.0M | ||
| Q2 25 | $478.0M | $243.9M | ||
| Q1 25 | — | $281.3M | ||
| Q4 24 | — | $238.4M | ||
| Q3 24 | — | $98.1M | ||
| Q2 24 | $511.0M | $213.8M |
自由现金流BIPCPTC
| Q1 26 | — | $318.0M | ||
| Q4 25 | — | $267.4M | ||
| Q3 25 | — | $100.5M | ||
| Q2 25 | — | $242.0M | ||
| Q1 25 | — | $278.5M | ||
| Q4 24 | — | $235.7M | ||
| Q3 24 | — | $93.6M | ||
| Q2 24 | — | $212.2M |
自由现金流率BIPCPTC
| Q1 26 | — | 41.1% | ||
| Q4 25 | — | 39.0% | ||
| Q3 25 | — | 11.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 43.8% | ||
| Q4 24 | — | 41.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 40.9% |
资本支出强度BIPCPTC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.3% |
现金转化率BIPCPTC
| Q1 26 | — | 0.54× | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 2.90× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | 0.79× | 3.10× |
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
PTC
| Recurring revenue | $743.4M | 96% |
| Other | $24.0M | 3% |
| Perpetual license | $6.9M | 1% |
