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Brookfield Infrastructure Corp（BIPC）与希悦尔（SEE）财务数据对比。点击上方公司名可切换其他公司
希悦尔的季度营收约是Brookfield Infrastructure Corp的1.6倍（$1.4B vs $866.0M），希悦尔净利率更高（3.1% vs -35.7%，领先38.8%），希悦尔同比增速更快（2.6% 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。
希悦尔是全球领先的包装与防护解决方案供应商，核心产品包括缓冲防护材料、食品保鲜包装、可持续减废包装系统，服务覆盖电商、零售、食品饮料、工业制造等多个海内外领域。
BIPC vs SEE — 直观对比
营收规模更大
SEE
是对方的1.6倍
$866.0M
营收增速更快
SEE
高出7.2%
-4.6%
净利率更高
SEE
高出38.8%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $1.4B |
| 净利润 | $-309.0M | $43.8M |
| 毛利率 | 65.0% | 28.6% |
| 营业利润率 | 62.7% | 11.4% |
| 净利率 | -35.7% | 3.1% |
| 营收同比 | -4.6% | 2.6% |
| 净利润同比 | -148.1% | 700.0% |
| 每股收益（稀释后） | — | $0.30 |
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BIPCSEE
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $866.0M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $908.0M | $1.3B | ||
| Q1 24 | — | $1.3B |
净利润BIPCSEE
| Q4 25 | — | $43.8M | ||
| Q3 25 | — | $255.1M | ||
| Q2 25 | $-309.0M | $93.1M | ||
| Q1 25 | — | $113.5M | ||
| Q4 24 | — | $-7.3M | ||
| Q3 24 | — | $91.7M | ||
| Q2 24 | $643.0M | $98.3M | ||
| Q1 24 | — | $82.0M |
毛利率BIPCSEE
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | 65.0% | 30.7% | ||
| Q1 25 | — | 30.9% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | 63.8% | 31.2% | ||
| Q1 24 | — | 30.3% |
营业利润率BIPCSEE
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | 62.7% | 15.0% | ||
| Q1 25 | — | 14.5% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 13.9% | ||
| Q2 24 | 61.9% | 15.4% | ||
| Q1 24 | — | 14.0% |
净利率BIPCSEE
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | -35.7% | 7.0% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 70.8% | 7.4% | ||
| Q1 24 | — | 6.2% |
每股收益（稀释后）BIPCSEE
| Q4 25 | — | $0.30 | ||
| Q3 25 | — | $1.73 | ||
| Q2 25 | — | $0.63 | ||
| Q1 25 | — | $0.77 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $0.63 | ||
| Q2 24 | — | $0.67 | ||
| Q1 24 | — | $0.56 |
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 | $344.0M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $2.2B | $1.2B |
| 总资产 | $23.9B | $7.0B |
| 负债/权益比越低杠杆越低 | — | 2.65× |
8季度趋势，按日历期对齐
现金及短期投资BIPCSEE
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $282.5M | ||
| Q2 25 | $1.2B | $354.4M | ||
| Q1 25 | — | $335.2M | ||
| Q4 24 | — | $371.8M | ||
| Q3 24 | — | $386.0M | ||
| Q2 24 | $466.0M | $388.6M | ||
| Q1 24 | — | $352.8M |
总债务BIPCSEE
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
股东权益BIPCSEE
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.2B | $953.1M | ||
| Q1 25 | — | $797.9M | ||
| Q4 24 | — | $624.5M | ||
| Q3 24 | — | $771.2M | ||
| Q2 24 | $3.5B | $650.1M | ||
| Q1 24 | — | $598.3M |
总资产BIPCSEE
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | $23.9B | $7.2B | ||
| Q1 25 | — | $7.0B | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | $23.7B | $7.3B | ||
| Q1 24 | — | $7.2B |
负债/权益比BIPCSEE
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $293.6M |
| 自由现金流经营现金流 - 资本支出 | — | $257.7M |
| 自由现金流率自由现金流/营收 | — | 18.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 6.70× |
| 过去12个月自由现金流最近4个季度 | — | $458.5M |
8季度趋势，按日历期对齐
经营现金流BIPCSEE
| Q4 25 | — | $293.6M | ||
| Q3 25 | — | $165.9M | ||
| Q2 25 | $478.0M | $136.6M | ||
| Q1 25 | — | $31.9M | ||
| Q4 24 | — | $244.2M | ||
| Q3 24 | — | $170.5M | ||
| Q2 24 | $511.0M | $188.2M | ||
| Q1 24 | — | $125.1M |
自由现金流BIPCSEE
| Q4 25 | — | $257.7M | ||
| Q3 25 | — | $119.6M | ||
| Q2 25 | — | $93.2M | ||
| Q1 25 | — | $-12.0M | ||
| Q4 24 | — | $185.1M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | — | $129.5M | ||
| Q1 24 | — | $78.0M |
自由现金流率BIPCSEE
| Q4 25 | — | 18.5% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | — | -0.9% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 5.9% |
资本支出强度BIPCSEE
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 3.6% |
现金转化率BIPCSEE
| Q4 25 | — | 6.70× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | 0.79× | 1.91× | ||
| Q1 24 | — | 1.53× |
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
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
