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Brookfield Infrastructure Corp（BIPC）与SAIA INC（SAIA）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SAIA INC的1.1倍（$866.0M vs $790.0M），SAIA INC净利率更高（6.0% vs -35.7%，领先41.7%），SAIA INC同比增速更快（0.1% 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。
Saia是美国知名零担货运企业，1924年创立于路易斯安那州霍马。成立最初五十年仅在路易斯安那州和得克萨斯州运营，1980年后逐步向美国南部多州扩张，后续通过同业并购将服务覆盖至36个州，目前位列美国零担承运商前十，年营收超18亿美元。
BIPC vs SAIA — 直观对比
营收规模更大
BIPC
是对方的1.1倍
$790.0M
营收增速更快
SAIA
高出4.8%
-4.6%
净利率更高
SAIA
高出41.7%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $790.0M |
| 净利润 | $-309.0M | $47.5M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 8.1% |
| 净利率 | -35.7% | 6.0% |
| 营收同比 | -4.6% | 0.1% |
| 净利润同比 | -148.1% | -37.6% |
| 每股收益（稀释后） | — | $1.77 |
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BIPCSAIA
| Q4 25 | — | $790.0M | ||
| Q3 25 | — | $839.6M | ||
| Q2 25 | $866.0M | $817.1M | ||
| Q1 25 | — | $787.6M | ||
| Q4 24 | — | $789.0M | ||
| Q3 24 | — | $842.1M | ||
| Q2 24 | $908.0M | $823.2M | ||
| Q1 24 | — | $754.8M |
净利润BIPCSAIA
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $86.3M | ||
| Q2 25 | $-309.0M | $71.4M | ||
| Q1 25 | — | $49.8M | ||
| Q4 24 | — | $76.1M | ||
| Q3 24 | — | $92.7M | ||
| Q2 24 | $643.0M | $102.5M | ||
| Q1 24 | — | $90.7M |
毛利率BIPCSAIA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 65.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 63.8% | — | ||
| Q1 24 | — | — |
营业利润率BIPCSAIA
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | 62.7% | 12.2% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | — | 12.9% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | 61.9% | 16.7% | ||
| Q1 24 | — | 15.6% |
净利率BIPCSAIA
| Q4 25 | — | 6.0% | ||
| Q3 25 | — | 10.3% | ||
| Q2 25 | -35.7% | 8.7% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 9.6% | ||
| Q3 24 | — | 11.0% | ||
| Q2 24 | 70.8% | 12.5% | ||
| Q1 24 | — | 12.0% |
每股收益（稀释后）BIPCSAIA
| Q4 25 | — | $1.77 | ||
| Q3 25 | — | $3.22 | ||
| Q2 25 | — | $2.67 | ||
| Q1 25 | — | $1.86 | ||
| Q4 24 | — | $2.84 | ||
| Q3 24 | — | $3.46 | ||
| Q2 24 | — | $3.83 | ||
| Q1 24 | — | $3.38 |
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 | $19.7M |
| 总债务越低越好 | — | $163.0M |
| 股东权益账面价值 | $2.2B | $2.6B |
| 总资产 | $23.9B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资BIPCSAIA
| Q4 25 | — | $19.7M | ||
| Q3 25 | — | $35.5M | ||
| Q2 25 | $1.2B | $18.8M | ||
| Q1 25 | — | $16.5M | ||
| Q4 24 | — | $19.5M | ||
| Q3 24 | — | $14.4M | ||
| Q2 24 | $466.0M | $11.2M | ||
| Q1 24 | — | $12.3M |
总债务BIPCSAIA
| Q4 25 | — | $163.0M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | — | $307.1M | ||
| Q1 25 | — | $291.8M | ||
| Q4 24 | — | $195.0M | ||
| Q3 24 | — | $184.2M | ||
| Q2 24 | — | $169.1M | ||
| Q1 24 | — | $76.6M |
股东权益BIPCSAIA
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $2.2B | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $3.5B | $2.1B | ||
| Q1 24 | — | $2.0B |
总资产BIPCSAIA
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $23.9B | $3.5B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | $23.7B | $3.0B | ||
| Q1 24 | — | $2.8B |
负债/权益比BIPCSAIA
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.04× |
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 | $137.3M |
| 自由现金流经营现金流 - 资本支出 | — | $37.5M |
| 自由现金流率自由现金流/营收 | — | 4.7% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 2.89× |
| 过去12个月自由现金流最近4个季度 | — | $27.3M |
8季度趋势，按日历期对齐
经营现金流BIPCSAIA
| Q4 25 | — | $137.3M | ||
| Q3 25 | — | $177.8M | ||
| Q2 25 | $478.0M | $170.7M | ||
| Q1 25 | — | $109.1M | ||
| Q4 24 | — | $164.7M | ||
| Q3 24 | — | $181.7M | ||
| Q2 24 | $511.0M | $130.8M | ||
| Q1 24 | — | $106.5M |
自由现金流BIPCSAIA
| Q4 25 | — | $37.5M | ||
| Q3 25 | — | $87.6M | ||
| Q2 25 | — | $-3.9M | ||
| Q1 25 | — | $-93.8M | ||
| Q4 24 | — | $-3.5M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-94.0M | ||
| Q1 24 | — | $-350.7M |
自由现金流率BIPCSAIA
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | -0.5% | ||
| Q1 25 | — | -11.9% | ||
| Q4 24 | — | -0.4% | ||
| Q3 24 | — | -1.4% | ||
| Q2 24 | — | -11.4% | ||
| Q1 24 | — | -46.5% |
资本支出强度BIPCSAIA
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 21.4% | ||
| Q1 25 | — | 25.8% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 23.0% | ||
| Q2 24 | — | 27.3% | ||
| Q1 24 | — | 60.6% |
现金转化率BIPCSAIA
| Q4 25 | — | 2.89× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | 2.39× | ||
| Q1 25 | — | 2.19× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 1.96× | ||
| Q2 24 | 0.79× | 1.28× | ||
| Q1 24 | — | 1.17× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
