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Brookfield Infrastructure Corp(BIPC)与Unity Software Inc.(U)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Unity Software Inc.的1.7倍($866.0M vs $508.2M),Brookfield Infrastructure Corp净利率更高(-35.7% vs -68.3%,领先32.6%),Unity Software Inc.同比增速更快(17.0% 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。
Unity Software Inc.是总部位于美国旧金山的游戏软件开发企业,2004年于丹麦成立时原名为Over the Edge Entertainment,2007年更为现名。公司核心产品Unity游戏引擎全球应用广泛,可用于开发各类电子游戏及其他互动应用,商业化授权服务覆盖全球客户。
BIPC vs U — 直观对比
营收规模更大
BIPC
是对方的1.7倍
$508.2M
营收增速更快
U
高出21.6%
-4.6%
净利率更高
BIPC
高出32.6%
-68.3%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $508.2M |
| 净利润 | $-309.0M | $-346.9M |
| 毛利率 | 65.0% | 30.8% |
| 营业利润率 | 62.7% | 0.0% |
| 净利率 | -35.7% | -68.3% |
| 营收同比 | -4.6% | 17.0% |
| 净利润同比 | -148.1% | — |
| 每股收益(稀释后) | — | $-0.80 |
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
U
| Q1 26 | — | $508.2M | ||
| Q4 25 | — | $503.1M | ||
| Q3 25 | — | $470.6M | ||
| Q2 25 | $866.0M | $440.9M | ||
| Q1 25 | — | $435.0M | ||
| Q4 24 | — | $457.1M | ||
| Q3 24 | — | $446.5M | ||
| Q2 24 | $908.0M | $449.3M |
净利润
BIPC
U
| Q1 26 | — | $-346.9M | ||
| Q4 25 | — | $-90.0M | ||
| Q3 25 | — | $-126.4M | ||
| Q2 25 | $-309.0M | $-108.8M | ||
| Q1 25 | — | $-77.6M | ||
| Q4 24 | — | $-122.7M | ||
| Q3 24 | — | $-124.7M | ||
| Q2 24 | $643.0M | $-125.6M |
毛利率
BIPC
U
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 74.3% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | 65.0% | 74.1% | ||
| Q1 25 | — | 73.8% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 74.9% | ||
| Q2 24 | 63.8% | 75.8% |
营业利润率
BIPC
U
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | -21.2% | ||
| Q3 25 | — | -26.7% | ||
| Q2 25 | 62.7% | -26.9% | ||
| Q1 25 | — | -29.4% | ||
| Q4 24 | — | -27.1% | ||
| Q3 24 | — | -28.5% | ||
| Q2 24 | 61.9% | -28.8% |
净利率
BIPC
U
| Q1 26 | — | -68.3% | ||
| Q4 25 | — | -17.9% | ||
| Q3 25 | — | -26.9% | ||
| Q2 25 | -35.7% | -24.7% | ||
| Q1 25 | — | -17.8% | ||
| Q4 24 | — | -26.8% | ||
| Q3 24 | — | -27.9% | ||
| Q2 24 | 70.8% | -28.0% |
每股收益(稀释后)
BIPC
U
| Q1 26 | — | $-0.80 | ||
| Q4 25 | — | $-0.21 | ||
| Q3 25 | — | $-0.30 | ||
| Q2 25 | — | $-0.26 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | — | $-0.30 | ||
| Q3 24 | — | $-0.31 | ||
| Q2 24 | — | $-0.32 |
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 | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $3.0B |
| 总资产 | $23.9B | $6.5B |
| 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
U
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $466.0M | $1.3B |
股东权益
BIPC
U
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $3.5B | $3.2B |
总资产
BIPC
U
| Q1 26 | — | $6.5B | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | $23.9B | $6.7B | ||
| Q1 25 | — | $6.6B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | $23.7B | $6.7B |
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 | $71.3M |
| 自由现金流经营现金流 - 资本支出 | — | $66.5M |
| 自由现金流率自由现金流/营收 | — | 13.1% |
| 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 | — | $463.1M |
8季度趋势,按日历期对齐
经营现金流
BIPC
U
| Q1 26 | — | $71.3M | ||
| Q4 25 | — | $121.4M | ||
| Q3 25 | — | $155.4M | ||
| Q2 25 | $478.0M | $133.1M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | — | $112.2M | ||
| Q3 24 | — | $122.4M | ||
| Q2 24 | $511.0M | $88.4M |
自由现金流
BIPC
U
| Q1 26 | — | $66.5M | ||
| Q4 25 | — | $118.7M | ||
| Q3 25 | — | $151.3M | ||
| Q2 25 | — | $126.7M | ||
| Q1 25 | — | $7.3M | ||
| Q4 24 | — | $105.8M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | — | $79.6M |
自由现金流率
BIPC
U
| Q1 26 | — | 13.1% | ||
| Q4 25 | — | 23.6% | ||
| Q3 25 | — | 32.1% | ||
| Q2 25 | — | 28.7% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 23.1% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | — | 17.7% |
资本支出强度
BIPC
U
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 2.0% |
现金转化率
BIPC
U
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | — |
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
U
| Strategic | $432.4M | 85% |
| Other | $75.8M | 15% |