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Brookfield Infrastructure Corp（BIPC）与RBC Bearings INC（RBC）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RBC Bearings INC的1.9倍（$866.0M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -35.7%，领先50.3%），RBC Bearings INC同比增速更快（17.0% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
BIPC vs RBC — 直观对比
营收规模更大
BIPC
是对方的1.9倍
$461.6M
营收增速更快
RBC
高出21.7%
-4.6%
净利率更高
RBC
高出50.3%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $461.6M |
| 净利润 | $-309.0M | $67.4M |
| 毛利率 | 65.0% | 44.3% |
| 营业利润率 | 62.7% | 22.3% |
| 净利率 | -35.7% | 14.6% |
| 营收同比 | -4.6% | 17.0% |
| 净利润同比 | -148.1% | 16.4% |
| 每股收益（稀释后） | — | $2.13 |
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BIPCRBC
| Q4 25 | — | $461.6M | ||
| Q3 25 | — | $455.3M | ||
| Q2 25 | $866.0M | $436.0M | ||
| Q1 25 | — | $437.7M | ||
| Q4 24 | — | $394.4M | ||
| Q3 24 | — | $397.9M | ||
| Q2 24 | $908.0M | $406.3M | ||
| Q1 24 | — | $413.7M |
净利润BIPCRBC
| Q4 25 | — | $67.4M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | $-309.0M | $68.5M | ||
| Q1 25 | — | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | — | $54.2M | ||
| Q2 24 | $643.0M | $61.4M | ||
| Q1 24 | — | — |
毛利率BIPCRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | 65.0% | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | 63.8% | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率BIPCRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | 62.7% | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | 61.9% | 24.0% | ||
| Q1 24 | — | 22.8% |
净利率BIPCRBC
| Q4 25 | — | 14.6% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | -35.7% | 15.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | 70.8% | 15.1% | ||
| Q1 24 | — | — |
每股收益（稀释后）BIPCRBC
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $1.90 | ||
| Q1 24 | — | $1.92 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $2.2B | $3.3B |
| 总资产 | $23.9B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BIPCRBC
| Q4 25 | — | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | $1.2B | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $466.0M | $76.8M | ||
| Q1 24 | — | $63.5M |
总债务BIPCRBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益BIPCRBC
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $2.2B | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $3.5B | $2.8B | ||
| Q1 24 | — | $2.8B |
总资产BIPCRBC
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $23.9B | $4.8B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | $23.7B | $4.7B | ||
| Q1 24 | — | $4.7B |
负债/权益比BIPCRBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 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BIPCRBC
| Q4 25 | — | $122.1M | ||
| Q3 25 | — | $88.4M | ||
| Q2 25 | $478.0M | $120.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | $511.0M | $97.4M | ||
| Q1 24 | — | — |
自由现金流BIPCRBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | — |
自由现金流率BIPCRBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | — | — |
资本支出强度BIPCRBC
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | — |
现金转化率BIPCRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | 1.59× | ||
| Q1 24 | — | — |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
