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Brookfield Infrastructure Corp(BIPC)与威世(VSH)财务数据对比。点击上方公司名可切换其他公司
Brookfield Infrastructure Corp的季度营收约是威世的1.0倍($866.0M vs $839.2M),威世净利率更高(0.9% vs -35.7%,领先36.5%),威世同比增速更快(17.3% 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。
威世(Vishay Intertechnology)是美国知名的分立半导体与被动电子元器件制造商,由企业家菲利克斯·赞德曼创立。公司在以色列、亚洲、欧洲、美洲均设有生产基地,产品覆盖整流器、二极管、MOSFET、光电器件、精选集成电路、电阻器、电容器、电感器等品类,2024年营收达29亿美元,全球全职员工约2.27万人。
BIPC vs VSH — 直观对比
营收规模更大
BIPC
是对方的1.0倍
$839.2M
营收增速更快
VSH
高出22.0%
-4.6%
净利率更高
VSH
高出36.5%
-35.7%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $839.2M |
| 净利润 | $-309.0M | $7.2M |
| 毛利率 | 65.0% | 21.0% |
| 营业利润率 | 62.7% | 2.6% |
| 净利率 | -35.7% | 0.9% |
| 营收同比 | -4.6% | 17.3% |
| 净利润同比 | -148.1% | 626.6% |
| 每股收益(稀释后) | — | $0.05 |
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
VSH
| Q1 26 | — | $839.2M | ||
| Q4 25 | — | $800.9M | ||
| Q3 25 | — | $790.6M | ||
| Q2 25 | $866.0M | $762.3M | ||
| Q1 25 | — | $715.2M | ||
| Q4 24 | — | $714.7M | ||
| Q3 24 | — | $735.4M | ||
| Q2 24 | $908.0M | $741.2M |
净利润
BIPC
VSH
| Q1 26 | — | $7.2M | ||
| Q4 25 | — | $986.0K | ||
| Q3 25 | — | $-7.9M | ||
| Q2 25 | $-309.0M | $2.0M | ||
| Q1 25 | — | $-4.1M | ||
| Q4 24 | — | $-66.1M | ||
| Q3 24 | — | $-19.3M | ||
| Q2 24 | $643.0M | $23.5M |
毛利率
BIPC
VSH
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 19.6% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | 65.0% | 19.5% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | 63.8% | 22.0% |
营业利润率
BIPC
VSH
| Q1 26 | — | 2.6% | ||
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | 62.7% | 2.9% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | -7.9% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | 61.9% | 5.1% |
净利率
BIPC
VSH
| Q1 26 | — | 0.9% | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | -1.0% | ||
| Q2 25 | -35.7% | 0.3% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | -9.2% | ||
| Q3 24 | — | -2.6% | ||
| Q2 24 | 70.8% | 3.2% |
每股收益(稀释后)
BIPC
VSH
| Q1 26 | — | $0.05 | ||
| Q4 25 | — | $0.01 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $-0.03 | ||
| Q4 24 | — | $-0.48 | ||
| Q3 24 | — | $-0.14 | ||
| Q2 24 | — | $0.17 |
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 | $479.5M |
| 总债务越低越好 | — | $983.1M |
| 股东权益账面价值 | $2.2B | $2.1B |
| 总资产 | $23.9B | $4.3B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
VSH
| Q1 26 | — | $479.5M | ||
| Q4 25 | — | $515.0M | ||
| Q3 25 | — | $443.9M | ||
| Q2 25 | $1.2B | $473.9M | ||
| Q1 25 | — | $609.4M | ||
| Q4 24 | — | $590.3M | ||
| Q3 24 | — | $643.8M | ||
| Q2 24 | $466.0M | $672.7M |
总债务
BIPC
VSH
| Q1 26 | — | $983.1M | ||
| Q4 25 | — | $950.9M | ||
| Q3 25 | — | $919.7M | ||
| Q2 25 | — | $914.5M | ||
| Q1 25 | — | $988.2M | ||
| Q4 24 | — | $905.0M | ||
| Q3 24 | — | $820.8M | ||
| Q2 24 | — | $820.6M |
股东权益
BIPC
VSH
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $3.5B | $2.2B |
总资产
BIPC
VSH
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $4.2B | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | $23.9B | $4.2B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | $23.7B | $4.2B |
负债/权益比
BIPC
VSH
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.38× |
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 | $63.7M |
| 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 | — | 8.89× |
| 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
VSH
| Q1 26 | — | $63.7M | ||
| Q4 25 | — | $149.4M | ||
| Q3 25 | — | $27.6M | ||
| Q2 25 | $478.0M | $-8.8M | ||
| Q1 25 | — | $16.1M | ||
| Q4 24 | — | $67.7M | ||
| Q3 24 | — | $50.6M | ||
| Q2 24 | $511.0M | $-24.7M |
自由现金流
BIPC
VSH
| Q1 26 | — | — | ||
| Q4 25 | — | $54.6M | ||
| Q3 25 | — | $-24.7M | ||
| Q2 25 | — | $-73.4M | ||
| Q1 25 | — | $-45.5M | ||
| Q4 24 | — | $-77.2M | ||
| Q3 24 | — | $-9.0M | ||
| Q2 24 | — | $-87.3M |
自由现金流率
BIPC
VSH
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | -3.1% | ||
| Q2 25 | — | -9.6% | ||
| Q1 25 | — | -6.4% | ||
| Q4 24 | — | -10.8% | ||
| Q3 24 | — | -1.2% | ||
| Q2 24 | — | -11.8% |
资本支出强度
BIPC
VSH
| Q1 26 | — | — | ||
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | 8.5% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 20.3% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 8.4% |
现金转化率
BIPC
VSH
| Q1 26 | — | 8.89× | ||
| Q4 25 | — | 151.48× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -4.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.79× | -1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图