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Brookfield Infrastructure Corp（BIPC）与盛思阳（TSE）财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Corp的季度营收约是盛思阳的1.3倍（$866.0M vs $662.6M），Brookfield Infrastructure Corp净利率更高（-35.7% vs -37.9%，领先2.3%），Brookfield Infrastructure Corp同比增速更快（-4.6% vs -19.3%）
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。
盛思阳（Trinseo）是一家专注于塑料与乳胶粘合剂生产的材料企业。该公司原隶属于陶氏化学公司，2009年陶氏将其分拆待售，2010年相关资产以斯泰隆（Styron）之名作价16.3亿美元出售给贝恩资本。2016年贝恩清仓全部持股， Trinseo自此成为完全独立的公众上市公司。
BIPC vs TSE — 直观对比
营收规模更大
BIPC
是对方的1.3倍
$662.6M
营收增速更快
BIPC
高出14.7%
-19.3%
净利率更高
BIPC
高出2.3%
-37.9%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $866.0M | $662.6M |
| 净利润 | $-309.0M | $-251.4M |
| 毛利率 | 65.0% | 4.2% |
| 营业利润率 | 62.7% | -24.7% |
| 净利率 | -35.7% | -37.9% |
| 营收同比 | -4.6% | -19.3% |
| 净利润同比 | -148.1% | -113.2% |
| 每股收益（稀释后） | — | $-7.02 |
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BIPCTSE
| Q4 25 | — | $662.6M | ||
| Q3 25 | — | $743.2M | ||
| Q2 25 | $866.0M | $784.3M | ||
| Q1 25 | — | $784.8M | ||
| Q4 24 | — | $821.5M | ||
| Q3 24 | — | $867.7M | ||
| Q2 24 | $908.0M | $920.0M | ||
| Q1 24 | — | $904.0M |
净利润BIPCTSE
| Q4 25 | — | $-251.4M | ||
| Q3 25 | — | $-109.7M | ||
| Q2 25 | $-309.0M | $-105.5M | ||
| Q1 25 | — | $-79.0M | ||
| Q4 24 | — | $-117.9M | ||
| Q3 24 | — | $-87.3M | ||
| Q2 24 | $643.0M | $-67.8M | ||
| Q1 24 | — | $-75.5M |
毛利率BIPCTSE
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | 65.0% | 4.7% | ||
| Q1 25 | — | 8.1% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | 63.8% | 7.4% | ||
| Q1 24 | — | 6.7% |
营业利润率BIPCTSE
| Q4 25 | — | -24.7% | ||
| Q3 25 | — | -3.8% | ||
| Q2 25 | 62.7% | -4.2% | ||
| Q1 25 | — | -3.7% | ||
| Q4 24 | — | -5.4% | ||
| Q3 24 | — | -1.4% | ||
| Q2 24 | 61.9% | 1.5% | ||
| Q1 24 | — | -0.4% |
净利率BIPCTSE
| Q4 25 | — | -37.9% | ||
| Q3 25 | — | -14.8% | ||
| Q2 25 | -35.7% | -13.5% | ||
| Q1 25 | — | -10.1% | ||
| Q4 24 | — | -14.4% | ||
| Q3 24 | — | -10.1% | ||
| Q2 24 | 70.8% | -7.4% | ||
| Q1 24 | — | -8.4% |
每股收益（稀释后）BIPCTSE
| Q4 25 | — | $-7.02 | ||
| Q3 25 | — | $-3.05 | ||
| Q2 25 | — | $-2.95 | ||
| Q1 25 | — | $-2.22 | ||
| Q4 24 | — | $-3.33 | ||
| Q3 24 | — | $-2.47 | ||
| Q2 24 | — | $-1.92 | ||
| Q1 24 | — | $-2.14 |
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 | $146.7M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.2B | $-1.1B |
| 总资产 | $23.9B | $2.3B |
| 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BIPCTSE
| Q4 25 | — | $146.7M | ||
| Q3 25 | — | $112.1M | ||
| Q2 25 | $1.2B | $137.0M | ||
| Q1 25 | — | $126.1M | ||
| Q4 24 | — | $209.8M | ||
| Q3 24 | — | $165.3M | ||
| Q2 24 | $466.0M | $105.6M | ||
| Q1 24 | — | $166.4M |
总债务BIPCTSE
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $2.3B |
股东权益BIPCTSE
| Q4 25 | — | $-1.1B | ||
| Q3 25 | — | $-861.6M | ||
| Q2 25 | $2.2B | $-750.3M | ||
| Q1 25 | — | $-679.2M | ||
| Q4 24 | — | $-619.9M | ||
| Q3 24 | — | $-480.0M | ||
| Q2 24 | $3.5B | $-413.8M | ||
| Q1 24 | — | $-348.0M |
总资产BIPCTSE
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $23.9B | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $23.7B | $2.8B | ||
| Q1 24 | — | $3.0B |
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 | $22.6M |
| 自由现金流经营现金流 - 资本支出 | — | $6.6M |
| 自由现金流率自由现金流/营收 | — | 1.0% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 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 | — | $-153.4M |
8季度趋势，按日历期对齐
经营现金流BIPCTSE
| Q4 25 | — | $22.6M | ||
| Q3 25 | — | $-21.6M | ||
| Q2 25 | $478.0M | $6.8M | ||
| Q1 25 | — | $-110.2M | ||
| Q4 24 | — | $85.1M | ||
| Q3 24 | — | $8.8M | ||
| Q2 24 | $511.0M | $-41.9M | ||
| Q1 24 | — | $-66.2M |
自由现金流BIPCTSE
| Q4 25 | — | $6.6M | ||
| Q3 25 | — | $-38.1M | ||
| Q2 25 | — | $-3.0M | ||
| Q1 25 | — | $-118.9M | ||
| Q4 24 | — | $63.9M | ||
| Q3 24 | — | $-3.4M | ||
| Q2 24 | — | $-56.1M | ||
| Q1 24 | — | $-81.9M |
自由现金流率BIPCTSE
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | — | -15.2% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | -6.1% | ||
| Q1 24 | — | -9.1% |
资本支出强度BIPCTSE
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.7% |
现金转化率BIPCTSE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | — | — |
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
TSE
| Other | $325.2M | 49% |
| Asia Pacific | $142.2M | 21% |
| Engineered Materials | $105.0M | 16% |
| Latex | $59.9M | 9% |
| Polymer Solutions | $30.3M | 5% |
