vs
Brookfield Infrastructure Corp（BIPC）与森馨科技（SXT）财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Corp的季度营收约是森馨科技的2.0倍（$866.0M vs $435.8M），森馨科技净利率更高（10.1% vs -35.7%，领先45.8%），森馨科技同比增速更快（11.1% 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。
森馨科技是总部位于美国威斯康星州密尔沃基的全球化色素、香精香料生产商及销售商，产品广泛应用于食品饮料、医药、化妆品、家居个护、特种印刷成像、计算机成像及工业着色等多个领域，旗下设有香精香料事业部与色素事业部两大核心业务板块。
BIPC vs SXT — 直观对比
营收规模更大
BIPC
是对方的2.0倍
$435.8M
营收增速更快
SXT
高出15.7%
-4.6%
净利率更高
SXT
高出45.8%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $435.8M |
| 净利润 | $-309.0M | $44.2M |
| 毛利率 | 65.0% | — |
| 营业利润率 | 62.7% | 15.3% |
| 净利率 | -35.7% | 10.1% |
| 营收同比 | -4.6% | 11.1% |
| 净利润同比 | -148.1% | 28.2% |
| 每股收益（稀释后） | — | $1.04 |
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BIPCSXT
| Q1 26 | — | $435.8M | ||
| Q4 25 | — | $393.4M | ||
| Q3 25 | — | $412.1M | ||
| Q2 25 | $866.0M | $414.2M | ||
| Q1 25 | — | $392.3M | ||
| Q4 24 | — | $376.4M | ||
| Q3 24 | — | $392.6M | ||
| Q2 24 | $908.0M | $403.5M |
净利润BIPCSXT
| Q1 26 | — | $44.2M | ||
| Q4 25 | — | $25.5M | ||
| Q3 25 | — | $37.0M | ||
| Q2 25 | $-309.0M | $37.6M | ||
| Q1 25 | — | $34.5M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | — | $32.7M | ||
| Q2 24 | $643.0M | $30.9M |
毛利率BIPCSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 31.4% | ||
| Q3 25 | — | 34.3% | ||
| Q2 25 | 65.0% | 34.5% | ||
| Q1 25 | — | 33.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 33.2% | ||
| Q2 24 | 63.8% | 32.4% |
营业利润率BIPCSXT
| Q1 26 | — | 15.3% | ||
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 14.0% | ||
| Q2 25 | 62.7% | 13.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 12.9% | ||
| Q2 24 | 61.9% | 12.3% |
净利率BIPCSXT
| Q1 26 | — | 10.1% | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | -35.7% | 9.1% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | 70.8% | 7.7% |
每股收益（稀释后）BIPCSXT
| Q1 26 | — | $1.04 | ||
| Q4 25 | — | $0.60 | ||
| Q3 25 | — | $0.87 | ||
| Q2 25 | — | $0.88 | ||
| Q1 25 | — | $0.81 | ||
| Q4 24 | — | $0.71 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.73 |
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 | $38.5M |
| 总债务越低越好 | — | $767.8M |
| 股东权益账面价值 | $2.2B | $1.2B |
| 总资产 | $23.9B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资BIPCSXT
| Q1 26 | — | $38.5M | ||
| Q4 25 | — | $36.5M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | $1.2B | $56.7M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | — | $26.6M | ||
| Q3 24 | — | $37.0M | ||
| Q2 24 | $466.0M | $30.3M |
总债务BIPCSXT
| Q1 26 | — | $767.8M | ||
| Q4 25 | — | $709.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $613.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BIPCSXT
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $3.5B | $1.1B |
总资产BIPCSXT
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $23.9B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $23.7B | $2.0B |
负债/权益比BIPCSXT
| Q1 26 | — | 0.63× | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| 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 | — |
| 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 | — | — |
| 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BIPCSXT
| Q1 26 | — | — | ||
| Q4 25 | — | $44.6M | ||
| Q3 25 | — | $44.0M | ||
| Q2 25 | $478.0M | $48.3M | ||
| Q1 25 | — | $-9.0M | ||
| Q4 24 | — | $21.4M | ||
| Q3 24 | — | $76.8M | ||
| Q2 24 | $511.0M | $43.8M |
自由现金流BIPCSXT
| Q1 26 | — | — | ||
| Q4 25 | — | $12.9M | ||
| Q3 25 | — | $24.2M | ||
| Q2 25 | — | $27.1M | ||
| Q1 25 | — | $-25.8M | ||
| Q4 24 | — | $-1.7M | ||
| Q3 24 | — | $63.6M | ||
| Q2 24 | — | $32.0M |
自由现金流率BIPCSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | -6.6% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | — | 16.2% | ||
| Q2 24 | — | 7.9% |
资本支出强度BIPCSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 2.9% |
现金转化率BIPCSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | -0.26× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | 0.79× | 1.42× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
