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Brookfield Infrastructure Corp（BIPC）与STERLING INFRASTRUCTURE, INC.（STRL）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STERLING INFRASTRUCTURE, INC.的1.1倍（$866.0M vs $755.6M），STERLING INFRASTRUCTURE, INC.净利率更高（11.6% vs -35.7%，领先47.3%），STERLING INFRASTRUCTURE, INC.同比增速更快（51.5% 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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
BIPC vs STRL — 直观对比
营收规模更大
BIPC
是对方的1.1倍
$755.6M
营收增速更快
STRL
高出56.1%
-4.6%
净利率更高
STRL
高出47.3%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $755.6M |
| 净利润 | $-309.0M | $87.6M |
| 毛利率 | 65.0% | 21.7% |
| 营业利润率 | 62.7% | 15.9% |
| 净利率 | -35.7% | 11.6% |
| 营收同比 | -4.6% | 51.5% |
| 净利润同比 | -148.1% | -22.6% |
| 每股收益（稀释后） | — | $2.82 |
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BIPCSTRL
| Q4 25 | — | $755.6M | ||
| Q3 25 | — | $689.0M | ||
| Q2 25 | $866.0M | $614.5M | ||
| Q1 25 | — | $430.9M | ||
| Q4 24 | — | $498.8M | ||
| Q3 24 | — | $593.7M | ||
| Q2 24 | $908.0M | $582.8M | ||
| Q1 24 | — | $440.4M |
净利润BIPCSTRL
| Q4 25 | — | $87.6M | ||
| Q3 25 | — | $92.1M | ||
| Q2 25 | $-309.0M | $71.0M | ||
| Q1 25 | — | $39.5M | ||
| Q4 24 | — | $113.2M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | $643.0M | $51.9M | ||
| Q1 24 | — | $31.0M |
毛利率BIPCSTRL
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | 65.0% | 23.3% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | 63.8% | 19.3% | ||
| Q1 24 | — | 17.5% |
营业利润率BIPCSTRL
| Q4 25 | — | 15.9% | ||
| Q3 25 | — | 18.2% | ||
| Q2 25 | 62.7% | 17.0% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | 61.9% | 12.5% | ||
| Q1 24 | — | 9.6% |
净利率BIPCSTRL
| Q4 25 | — | 11.6% | ||
| Q3 25 | — | 13.4% | ||
| Q2 25 | -35.7% | 11.6% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | 22.7% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | 70.8% | 8.9% | ||
| Q1 24 | — | 7.1% |
每股收益（稀释后）BIPCSTRL
| Q4 25 | — | $2.82 | ||
| Q3 25 | — | $2.97 | ||
| Q2 25 | — | $2.31 | ||
| Q1 25 | — | $1.28 | ||
| Q4 24 | — | $3.63 | ||
| Q3 24 | — | $1.97 | ||
| Q2 24 | — | $1.67 | ||
| Q1 24 | — | $1.00 |
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 | $390.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $1.1B |
| 总资产 | $23.9B | $2.6B |
| 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BIPCSTRL
| Q4 25 | — | $390.7M | ||
| Q3 25 | — | $306.4M | ||
| Q2 25 | $1.2B | $699.4M | ||
| Q1 25 | — | $638.6M | ||
| Q4 24 | — | $664.2M | ||
| Q3 24 | — | $648.1M | ||
| Q2 24 | $466.0M | $540.0M | ||
| Q1 24 | — | $480.4M |
股东权益BIPCSTRL
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $2.2B | $881.7M | ||
| Q1 25 | — | $805.4M | ||
| Q4 24 | — | $808.1M | ||
| Q3 24 | — | $716.5M | ||
| Q2 24 | $3.5B | $670.7M | ||
| Q1 24 | — | $644.6M |
总资产BIPCSTRL
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $23.9B | $2.2B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $23.7B | $2.0B | ||
| Q1 24 | — | $1.8B |
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 | $186.1M |
| 自由现金流经营现金流 - 资本支出 | — | $159.7M |
| 自由现金流率自由现金流/营收 | — | 21.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $362.7M |
8季度趋势，按日历期对齐
经营现金流BIPCSTRL
| Q4 25 | — | $186.1M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | $478.0M | $85.4M | ||
| Q1 25 | — | $84.9M | ||
| Q4 24 | — | $174.3M | ||
| Q3 24 | — | $152.3M | ||
| Q2 24 | $511.0M | $121.0M | ||
| Q1 24 | — | $49.6M |
自由现金流BIPCSTRL
| Q4 25 | — | $159.7M | ||
| Q3 25 | — | $64.0M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $67.0M | ||
| Q4 24 | — | $158.6M | ||
| Q3 24 | — | $138.3M | ||
| Q2 24 | — | $92.1M | ||
| Q1 24 | — | $27.2M |
自由现金流率BIPCSTRL
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 31.8% | ||
| Q3 24 | — | 23.3% | ||
| Q2 24 | — | 15.8% | ||
| Q1 24 | — | 6.2% |
资本支出强度BIPCSTRL
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 5.0% | ||
| Q1 24 | — | 5.1% |
现金转化率BIPCSTRL
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 1.20× | ||
| Q1 25 | — | 2.15× | ||
| Q4 24 | — | 1.54× | ||
| Q3 24 | — | 2.48× | ||
| Q2 24 | 0.79× | 2.33× | ||
| Q1 24 | — | 1.60× |
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
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
