vs
Brookfield Infrastructure Corp(BIPC)与Schneider National, Inc.(SNDR)财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是Brookfield Infrastructure Corp的1.6倍($1.4B vs $866.0M),Schneider National, Inc.净利率更高(1.6% vs -35.7%,领先37.3%),Schneider National, Inc.同比增速更快(4.5% 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。
美国施耐德国家公司是知名交通运输企业,提供整车运输、多式联运及综合物流服务,业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域,可为客户提供定制化供应链解决方案。
BIPC vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.6倍
$866.0M
营收增速更快
SNDR
高出9.1%
-4.6%
净利率更高
SNDR
高出37.3%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $1.4B |
| 净利润 | $-309.0M | $22.1M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 2.6% |
| 净利率 | -35.7% | 1.6% |
| 营收同比 | -4.6% | 4.5% |
| 净利润同比 | -148.1% | -32.2% |
| 每股收益(稀释后) | — | $0.13 |
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
BIPC
SNDR
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $866.0M | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $908.0M | $1.3B | ||
| Q1 24 | — | $1.3B |
净利润
BIPC
SNDR
| Q4 25 | — | $22.1M | ||
| Q3 25 | — | $19.4M | ||
| Q2 25 | $-309.0M | $36.0M | ||
| Q1 25 | — | $26.1M | ||
| Q4 24 | — | $32.6M | ||
| Q3 24 | — | $30.6M | ||
| Q2 24 | $643.0M | $35.3M | ||
| Q1 24 | — | $18.5M |
毛利率
BIPC
SNDR
| 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
BIPC
SNDR
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | 62.7% | 3.9% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | 61.9% | 3.9% | ||
| Q1 24 | — | 2.2% |
净利率
BIPC
SNDR
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | -35.7% | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | 70.8% | 2.7% | ||
| Q1 24 | — | 1.4% |
每股收益(稀释后)
BIPC
SNDR
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $0.11 | ||
| Q2 25 | — | $0.20 | ||
| Q1 25 | — | $0.15 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $0.20 | ||
| Q1 24 | — | $0.10 |
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 | $41.8M |
| 总债务越低越好 | — | $390.9M |
| 股东权益账面价值 | $2.2B | $3.0B |
| 总资产 | $23.9B | $4.8B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
SNDR
| Q4 25 | — | $41.8M | ||
| Q3 25 | — | $235.7M | ||
| Q2 25 | $1.2B | $205.1M | ||
| Q1 25 | — | $154.3M | ||
| Q4 24 | — | $165.5M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | $466.0M | $157.2M | ||
| Q1 24 | — | $124.2M |
总债务
BIPC
SNDR
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M | ||
| Q1 24 | — | $96.6M |
股东权益
BIPC
SNDR
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $2.2B | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $3.5B | $3.0B | ||
| Q1 24 | — | $2.9B |
总资产
BIPC
SNDR
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $23.9B | $5.0B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $23.7B | $4.5B | ||
| Q1 24 | — | $4.6B |
负债/权益比
BIPC
SNDR
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | 0.03× |
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 | $186.0M |
| 自由现金流经营现金流 - 资本支出 | — | $145.5M |
| 自由现金流率自由现金流/营收 | — | 10.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 8.42× |
| 过去12个月自由现金流最近4个季度 | — | $285.4M |
8季度趋势,按日历期对齐
经营现金流
BIPC
SNDR
| Q4 25 | — | $186.0M | ||
| Q3 25 | — | $184.2M | ||
| Q2 25 | $478.0M | $175.5M | ||
| Q1 25 | — | $91.7M | ||
| Q4 24 | — | $199.5M | ||
| Q3 24 | — | $206.4M | ||
| Q2 24 | $511.0M | $182.6M | ||
| Q1 24 | — | $97.6M |
自由现金流
BIPC
SNDR
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $56.2M | ||
| Q2 25 | — | $106.4M | ||
| Q1 25 | — | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $-25.7M |
自由现金流率
BIPC
SNDR
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | — | -1.9% |
资本支出强度
BIPC
SNDR
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 9.3% |
现金转化率
BIPC
SNDR
| Q4 25 | — | 8.42× | ||
| Q3 25 | — | 9.49× | ||
| Q2 25 | — | 4.88× | ||
| Q1 25 | — | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | — | 6.75× | ||
| Q2 24 | 0.79× | 5.17× | ||
| Q1 24 | — | 5.28× |
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
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |