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Brookfield Infrastructure Corp（BIPC）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是Brookfield Infrastructure Corp的1.1倍（$934.8M vs $866.0M），森萨塔科技净利率更高（9.3% vs -35.7%，领先45.0%），森萨塔科技同比增速更快（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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
BIPC vs ST — 直观对比
营收规模更大
ST
是对方的1.1倍
$866.0M
营收增速更快
ST
高出7.2%
-4.6%
净利率更高
ST
高出45.0%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $934.8M |
| 净利润 | $-309.0M | $87.1M |
| 毛利率 | 65.0% | 30.6% |
| 营业利润率 | 62.7% | 15.1% |
| 净利率 | -35.7% | 9.3% |
| 营收同比 | -4.6% | 2.6% |
| 净利润同比 | -148.1% | 24.6% |
| 每股收益（稀释后） | — | $0.59 |
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BIPCST
| Q1 26 | — | $934.8M | ||
| Q4 25 | — | $917.9M | ||
| Q3 25 | — | $932.0M | ||
| Q2 25 | $866.0M | $943.4M | ||
| Q1 25 | — | $911.3M | ||
| Q4 24 | — | $907.7M | ||
| Q3 24 | — | $982.8M | ||
| Q2 24 | $908.0M | $1.0B |
净利润BIPCST
| Q1 26 | — | $87.1M | ||
| Q4 25 | — | $63.2M | ||
| Q3 25 | — | $-162.5M | ||
| Q2 25 | $-309.0M | $60.7M | ||
| Q1 25 | — | $69.9M | ||
| Q4 24 | — | $5.8M | ||
| Q3 24 | — | $-25.0M | ||
| Q2 24 | $643.0M | $71.7M |
毛利率BIPCST
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | 65.0% | 30.3% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | 63.8% | 30.0% |
营业利润率BIPCST
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | -13.2% | ||
| Q2 25 | 62.7% | 14.6% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | -20.3% | ||
| Q2 24 | 61.9% | 12.5% |
净利率BIPCST
| Q1 26 | — | 9.3% | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | -17.4% | ||
| Q2 25 | -35.7% | 6.4% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | 70.8% | 6.9% |
每股收益（稀释后）BIPCST
| Q1 26 | — | $0.59 | ||
| Q4 25 | — | $0.45 | ||
| Q3 25 | — | $-1.12 | ||
| Q2 25 | — | $0.41 | ||
| Q1 25 | — | $0.47 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | — | $-0.17 | ||
| Q2 24 | — | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $23.9B | $6.8B |
| 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BIPCST
| Q1 26 | — | $635.1M | ||
| Q4 25 | — | $573.0M | ||
| Q3 25 | — | $791.3M | ||
| Q2 25 | $1.2B | $661.8M | ||
| Q1 25 | — | $588.1M | ||
| Q4 24 | — | $593.7M | ||
| Q3 24 | — | $506.2M | ||
| Q2 24 | $466.0M | $1.0B |
总债务BIPCST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BIPCST
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $2.2B | $2.9B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $3.5B | $3.0B |
总资产BIPCST
| Q1 26 | — | $6.8B | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | $23.9B | $7.3B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | $23.7B | $8.2B |
负债/权益比BIPCST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流BIPCST
| Q1 26 | — | $122.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | — | $159.9M | ||
| Q2 25 | $478.0M | $140.9M | ||
| Q1 25 | — | $119.2M | ||
| Q4 24 | — | $170.7M | ||
| Q3 24 | — | $130.9M | ||
| Q2 24 | $511.0M | $143.5M |
自由现金流BIPCST
| Q1 26 | — | $104.6M | ||
| Q4 25 | — | $151.9M | ||
| Q3 25 | — | $136.2M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $86.6M | ||
| Q4 24 | — | $138.9M | ||
| Q3 24 | — | $91.3M | ||
| Q2 24 | — | $98.4M |
自由现金流率BIPCST
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 9.5% |
资本支出强度BIPCST
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.4% |
现金转化率BIPCST
| Q1 26 | — | 1.41× | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.32× | ||
| Q1 25 | — | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | 2.00× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
