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Brookfield Infrastructure Corp（BIPC）与RH（RH）财务数据对比。点击上方公司名可切换其他公司
RH的季度营收约是Brookfield Infrastructure Corp的1.0倍（$883.8M vs $866.0M），RH净利率更高（4.1% vs -35.7%，领先39.8%），RH同比增速更快（8.9% 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。
RH是美国高端家居品牌，总部位于加利福尼亚州科尔特马德拉。品牌通过线下零售门店、产品目录和线上渠道发售家居商品，截至2018年8月，在美国和加拿大共运营70家展示馆、18家全系列设计展示馆、3家婴童家居展示馆，另有36家奥莱门店。
BIPC vs RH — 直观对比
营收规模更大
RH
是对方的1.0倍
$866.0M
营收增速更快
RH
高出13.5%
-4.6%
净利率更高
RH
高出39.8%
-35.7%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $883.8M |
| 净利润 | $-309.0M | $36.3M |
| 毛利率 | 65.0% | 44.1% |
| 营业利润率 | 62.7% | 12.0% |
| 净利率 | -35.7% | 4.1% |
| 营收同比 | -4.6% | 8.9% |
| 净利润同比 | -148.1% | 9.3% |
| 每股收益（稀释后） | — | $1.83 |
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BIPCRH
| Q4 25 | — | $883.8M | ||
| Q3 25 | — | $899.2M | ||
| Q2 25 | $866.0M | $814.0M | ||
| Q1 25 | — | $812.4M | ||
| Q4 24 | — | $811.7M | ||
| Q3 24 | — | $829.7M | ||
| Q2 24 | $908.0M | $727.0M | ||
| Q1 24 | — | $738.3M |
净利润BIPCRH
| Q4 25 | — | $36.3M | ||
| Q3 25 | — | $51.7M | ||
| Q2 25 | $-309.0M | $8.0M | ||
| Q1 25 | — | $13.9M | ||
| Q4 24 | — | $33.2M | ||
| Q3 24 | — | $29.0M | ||
| Q2 24 | $643.0M | $-3.6M | ||
| Q1 24 | — | $11.4M |
毛利率BIPCRH
| Q4 25 | — | 44.1% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | 65.0% | 43.7% | ||
| Q1 25 | — | 44.7% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | 63.8% | 43.5% | ||
| Q1 24 | — | 43.5% |
营业利润率BIPCRH
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | 62.7% | 6.9% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | 61.9% | 7.5% | ||
| Q1 24 | — | 8.7% |
净利率BIPCRH
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | -35.7% | 1.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | 70.8% | -0.5% | ||
| Q1 24 | — | 1.5% |
每股收益（稀释后）BIPCRH
| Q4 25 | — | $1.83 | ||
| Q3 25 | — | $2.62 | ||
| Q2 25 | — | $0.40 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | — | $1.66 | ||
| Q3 24 | — | $1.45 | ||
| Q2 24 | — | $-0.20 | ||
| Q1 24 | — | $0.91 |
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 | $43.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.3M |
| 总资产 | $23.9B | $4.8B |
| 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BIPCRH
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $34.6M | ||
| Q2 25 | $1.2B | $46.1M | ||
| Q1 25 | — | $30.4M | ||
| Q4 24 | — | $87.0M | ||
| Q3 24 | — | $78.3M | ||
| Q2 24 | $466.0M | $101.8M | ||
| Q1 24 | — | $123.7M |
股东权益BIPCRH
| Q4 25 | — | $3.3M | ||
| Q3 25 | — | $-40.9M | ||
| Q2 25 | $2.2B | $-110.8M | ||
| Q1 25 | — | $-163.6M | ||
| Q4 24 | — | $-183.0M | ||
| Q3 24 | — | $-234.7M | ||
| Q2 24 | $3.5B | $-289.9M | ||
| Q1 24 | — | $-297.4M |
总资产BIPCRH
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $23.9B | $4.7B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | $23.7B | $4.2B | ||
| Q1 24 | — | $4.1B |
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 | $131.9M |
| 自由现金流经营现金流 - 资本支出 | — | $83.0M |
| 自由现金流率自由现金流/营收 | — | 9.4% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 3.64× |
| 过去12个月自由现金流最近4个季度 | — | $128.1M |
8季度趋势，按日历期对齐
经营现金流BIPCRH
| Q4 25 | — | $131.9M | ||
| Q3 25 | — | $137.7M | ||
| Q2 25 | $478.0M | $86.6M | ||
| Q1 25 | — | $-18.8M | ||
| Q4 24 | — | $-31.4M | ||
| Q3 24 | — | $11.2M | ||
| Q2 24 | $511.0M | $56.1M | ||
| Q1 24 | — | $-114.0M |
自由现金流BIPCRH
| Q4 25 | — | $83.0M | ||
| Q3 25 | — | $80.7M | ||
| Q2 25 | — | $34.1M | ||
| Q1 25 | — | $-69.7M | ||
| Q4 24 | — | $-96.0M | ||
| Q3 24 | — | $-37.9M | ||
| Q2 24 | — | $-10.1M | ||
| Q1 24 | — | $-251.5M |
自由现金流率BIPCRH
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | -8.6% | ||
| Q4 24 | — | -11.8% | ||
| Q3 24 | — | -4.6% | ||
| Q2 24 | — | -1.4% | ||
| Q1 24 | — | -34.1% |
资本支出强度BIPCRH
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | 18.6% |
现金转化率BIPCRH
| Q4 25 | — | 3.64× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | — | 10.78× | ||
| Q1 25 | — | -1.35× | ||
| Q4 24 | — | -0.95× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | -10.01× |
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
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
