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Brookfield Infrastructure Corp(BIPC)与Simpson Manufacturing Co., Inc.(SSD)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Simpson Manufacturing Co., Inc.的1.6倍($866.0M vs $539.3M),Simpson Manufacturing Co., Inc.净利率更高(10.4% vs -35.7%,领先46.1%),Simpson Manufacturing Co., Inc.同比增速更快(4.2% 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。
辛普森制造是美国领先的建筑材料生产企业,主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品,在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
BIPC vs SSD — 直观对比
营收规模更大
BIPC
是对方的1.6倍
$539.3M
营收增速更快
SSD
高出8.9%
-4.6%
净利率更高
SSD
高出46.1%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $539.3M |
| 净利润 | $-309.0M | $56.2M |
| 毛利率 | 65.0% | 43.4% |
| 营业利润率 | 62.7% | 13.9% |
| 净利率 | -35.7% | 10.4% |
| 营收同比 | -4.6% | 4.2% |
| 净利润同比 | -148.1% | 1.4% |
| 每股收益(稀释后) | — | $1.34 |
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
SSD
| Q4 25 | — | $539.3M | ||
| Q3 25 | — | $623.5M | ||
| Q2 25 | $866.0M | $631.1M | ||
| Q1 25 | — | $538.9M | ||
| Q4 24 | — | $517.4M | ||
| Q3 24 | — | $587.2M | ||
| Q2 24 | $908.0M | $597.0M | ||
| Q1 24 | — | $530.6M |
净利润
BIPC
SSD
| Q4 25 | — | $56.2M | ||
| Q3 25 | — | $107.4M | ||
| Q2 25 | $-309.0M | $103.5M | ||
| Q1 25 | — | $77.9M | ||
| Q4 24 | — | $55.4M | ||
| Q3 24 | — | $93.5M | ||
| Q2 24 | $643.0M | $97.8M | ||
| Q1 24 | — | $75.4M |
毛利率
BIPC
SSD
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | 65.0% | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | 63.8% | 46.7% | ||
| Q1 24 | — | 46.1% |
营业利润率
BIPC
SSD
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | 62.7% | 22.2% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | 21.3% | ||
| Q2 24 | 61.9% | 22.1% | ||
| Q1 24 | — | 18.1% |
净利率
BIPC
SSD
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | -35.7% | 16.4% | ||
| Q1 25 | — | 14.5% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | 70.8% | 16.4% | ||
| Q1 24 | — | 14.2% |
每股收益(稀释后)
BIPC
SSD
| Q4 25 | — | $1.34 | ||
| Q3 25 | — | $2.58 | ||
| Q2 25 | — | $2.47 | ||
| Q1 25 | — | $1.85 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | — | $2.21 | ||
| Q2 24 | — | $2.31 | ||
| Q1 24 | — | $1.77 |
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 | $384.1M |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $2.2B | $2.0B |
| 总资产 | $23.9B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
SSD
| Q4 25 | — | $384.1M | ||
| Q3 25 | — | $297.3M | ||
| Q2 25 | $1.2B | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M | ||
| Q2 24 | $466.0M | $354.9M | ||
| Q1 24 | — | $369.1M |
总债务
BIPC
SSD
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M | ||
| Q1 24 | — | $405.0M |
股东权益
BIPC
SSD
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $3.5B | $1.8B | ||
| Q1 24 | — | $1.7B |
总资产
BIPC
SSD
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $23.9B | $3.0B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $23.7B | $2.8B | ||
| Q1 24 | — | $2.7B |
负债/权益比
BIPC
SSD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $155.7M |
| 自由现金流经营现金流 - 资本支出 | — | $119.0M |
| 自由现金流率自由现金流/营收 | — | 22.1% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 现金转化率经营现金流/净利润 | — | 2.77× |
| 过去12个月自由现金流最近4个季度 | — | $297.6M |
8季度趋势,按日历期对齐
经营现金流
BIPC
SSD
| Q4 25 | — | $155.7M | ||
| Q3 25 | — | $170.2M | ||
| Q2 25 | $478.0M | $125.2M | ||
| Q1 25 | — | $7.6M | ||
| Q4 24 | — | $115.8M | ||
| Q3 24 | — | $103.3M | ||
| Q2 24 | $511.0M | $111.1M | ||
| Q1 24 | — | $7.9M |
自由现金流
BIPC
SSD
| Q4 25 | — | $119.0M | ||
| Q3 25 | — | $133.9M | ||
| Q2 25 | — | $87.3M | ||
| Q1 25 | — | $-42.6M | ||
| Q4 24 | — | $60.3M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | — | $70.9M | ||
| Q1 24 | — | $-31.5M |
自由现金流率
BIPC
SSD
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | -7.9% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | -5.9% |
资本支出强度
BIPC
SSD
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 6.7% | ||
| Q1 24 | — | 7.4% |
现金转化率
BIPC
SSD
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | 0.79× | 1.14× | ||
| Q1 24 | — | 0.11× |
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
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |