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Brookfield Infrastructure Corp(BIPC)与SUN COMMUNITIES INC(SUI)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SUN COMMUNITIES INC的1.2倍($866.0M vs $697.2M),SUN COMMUNITIES INC净利率更高(1.7% vs -35.7%,领先37.4%),Brookfield Infrastructure Corp同比增速更快(-4.6% vs -25.8%)
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。
Sun Communities是一家上市房地产投资信托基金,核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日,该公司在美国、加拿大、英国三地合计持有500处相关资产的权益,专注于居住及休闲类不动产投资领域。
BIPC vs SUI — 直观对比
营收规模更大
BIPC
是对方的1.2倍
$697.2M
营收增速更快
BIPC
高出21.2%
-25.8%
净利率更高
SUI
高出37.4%
-35.7%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $697.2M |
| 净利润 | $-309.0M | $12.1M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | — |
| 净利率 | -35.7% | 1.7% |
| 营收同比 | -4.6% | -25.8% |
| 净利润同比 | -148.1% | -96.0% |
| 每股收益(稀释后) | — | $0.07 |
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
SUI
| Q3 25 | — | $697.2M | ||
| Q2 25 | $866.0M | $623.5M | ||
| Q1 25 | — | $470.2M | ||
| Q4 24 | — | $745.9M | ||
| Q3 24 | — | $939.9M | ||
| Q2 24 | $908.0M | $864.0M | ||
| Q1 24 | — | $671.3M | ||
| Q4 23 | — | $726.7M |
净利润
BIPC
SUI
| Q3 25 | — | $12.1M | ||
| Q2 25 | $-309.0M | $1.3B | ||
| Q1 25 | — | $-41.2M | ||
| Q4 24 | — | $-228.4M | ||
| Q3 24 | — | $300.5M | ||
| Q2 24 | $643.0M | $56.7M | ||
| Q1 24 | — | $-25.2M | ||
| Q4 23 | — | $-429.7M |
毛利率
BIPC
SUI
| Q3 25 | — | — | ||
| Q2 25 | 65.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 63.8% | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
营业利润率
BIPC
SUI
| Q3 25 | — | — | ||
| Q2 25 | 62.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 61.9% | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
净利率
BIPC
SUI
| Q3 25 | — | 1.7% | ||
| Q2 25 | -35.7% | 210.8% | ||
| Q1 25 | — | -8.8% | ||
| Q4 24 | — | -30.6% | ||
| Q3 24 | — | 32.0% | ||
| Q2 24 | 70.8% | 6.6% | ||
| Q1 24 | — | -3.8% | ||
| Q4 23 | — | -59.1% |
每股收益(稀释后)
BIPC
SUI
| Q3 25 | — | $0.07 | ||
| Q2 25 | — | $10.02 | ||
| Q1 25 | — | $-0.34 | ||
| Q4 24 | — | $-1.80 | ||
| Q3 24 | — | $2.31 | ||
| Q2 24 | — | $0.42 | ||
| Q1 24 | — | $-0.22 | ||
| Q4 23 | — | $-3.51 |
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 | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $7.0B |
| 总资产 | $23.9B | $12.8B |
| 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
BIPC
SUI
| Q3 25 | — | $542.7M | ||
| Q2 25 | $1.2B | $889.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $47.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | $466.0M | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | $29.2M |
总债务
BIPC
SUI
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | $7.8B |
股东权益
BIPC
SUI
| Q3 25 | — | $7.0B | ||
| Q2 25 | $2.2B | $7.4B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.5B | ||
| Q2 24 | $3.5B | $6.9B | ||
| Q1 24 | — | $6.9B | ||
| Q4 23 | — | $7.1B |
总资产
BIPC
SUI
| Q3 25 | — | $12.8B | ||
| Q2 25 | $23.9B | $13.4B | ||
| Q1 25 | — | $16.5B | ||
| Q4 24 | — | $16.5B | ||
| Q3 24 | — | $17.1B | ||
| Q2 24 | $23.7B | $17.0B | ||
| Q1 24 | — | $17.1B | ||
| Q4 23 | — | $16.9B |
负债/权益比
BIPC
SUI
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | 1.10× |
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 | $197.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | 16.35× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
BIPC
SUI
| Q3 25 | — | $197.8M | ||
| Q2 25 | $478.0M | $256.0M | ||
| Q1 25 | — | $243.9M | ||
| Q4 24 | — | $118.0M | ||
| Q3 24 | — | $189.2M | ||
| Q2 24 | $511.0M | $311.3M | ||
| Q1 24 | — | $242.5M | ||
| Q4 23 | — | $117.6M |
现金转化率
BIPC
SUI
| Q3 25 | — | 16.35× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | 0.79× | 5.49× | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图