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Brookfield Infrastructure Corp(BIPC)与沃特世(WAT)财务数据对比。点击上方公司名可切换其他公司
沃特世的季度营收约是Brookfield Infrastructure Corp的1.1倍($932.4M vs $866.0M),沃特世净利率更高(24.2% vs -35.7%,领先59.8%),沃特世同比增速更快(6.8% 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。
沃特世是总部位于美国马萨诸塞州米尔福德的企业,面向生命科学、材料、食品等行业,提供色谱、质谱、实验室信息学、流变测量领域所用的分析仪器及配套软件,为各领域的检测、研发等工作提供可靠技术支持。
BIPC vs WAT — 直观对比
营收规模更大
WAT
是对方的1.1倍
$866.0M
营收增速更快
WAT
高出11.5%
-4.6%
净利率更高
WAT
高出59.8%
-35.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $866.0M | $932.4M |
| 净利润 | $-309.0M | $225.2M |
| 毛利率 | 65.0% | 61.1% |
| 营业利润率 | 62.7% | 29.0% |
| 净利率 | -35.7% | 24.2% |
| 营收同比 | -4.6% | 6.8% |
| 净利润同比 | -148.1% | -2.7% |
| 每股收益(稀释后) | — | $3.76 |
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
WAT
| Q4 25 | — | $932.4M | ||
| Q3 25 | — | $799.9M | ||
| Q2 25 | $866.0M | $771.3M | ||
| Q1 25 | — | $661.7M | ||
| Q4 24 | — | $872.7M | ||
| Q3 24 | — | $740.3M | ||
| Q2 24 | $908.0M | $708.5M | ||
| Q1 24 | — | $636.8M |
净利润
BIPC
WAT
| Q4 25 | — | $225.2M | ||
| Q3 25 | — | $148.9M | ||
| Q2 25 | $-309.0M | $147.1M | ||
| Q1 25 | — | $121.4M | ||
| Q4 24 | — | $231.4M | ||
| Q3 24 | — | $161.5M | ||
| Q2 24 | $643.0M | $142.7M | ||
| Q1 24 | — | $102.2M |
毛利率
BIPC
WAT
| Q4 25 | — | 61.1% | ||
| Q3 25 | — | 59.0% | ||
| Q2 25 | 65.0% | 58.3% | ||
| Q1 25 | — | 58.2% | ||
| Q4 24 | — | 60.1% | ||
| Q3 24 | — | 59.3% | ||
| Q2 24 | 63.8% | 59.3% | ||
| Q1 24 | — | 58.9% |
营业利润率
BIPC
WAT
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 24.0% | ||
| Q2 25 | 62.7% | 24.4% | ||
| Q1 25 | — | 22.9% | ||
| Q4 24 | — | 33.5% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | 61.9% | 26.7% | ||
| Q1 24 | — | 21.0% |
净利率
BIPC
WAT
| Q4 25 | — | 24.2% | ||
| Q3 25 | — | 18.6% | ||
| Q2 25 | -35.7% | 19.1% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | — | 26.5% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | 70.8% | 20.1% | ||
| Q1 24 | — | 16.0% |
每股收益(稀释后)
BIPC
WAT
| Q4 25 | — | $3.76 | ||
| Q3 25 | — | $2.50 | ||
| Q2 25 | — | $2.47 | ||
| Q1 25 | — | $2.03 | ||
| Q4 24 | — | $3.88 | ||
| Q3 24 | — | $2.71 | ||
| Q2 24 | — | $2.40 | ||
| Q1 24 | — | $1.72 |
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 | $587.8M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $2.2B | $2.6B |
| 总资产 | $23.9B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.55× |
8季度趋势,按日历期对齐
现金及短期投资
BIPC
WAT
| Q4 25 | — | $587.8M | ||
| Q3 25 | — | $459.1M | ||
| Q2 25 | $1.2B | $367.2M | ||
| Q1 25 | — | $382.9M | ||
| Q4 24 | — | $325.4M | ||
| Q3 24 | — | $331.5M | ||
| Q2 24 | $466.0M | $327.4M | ||
| Q1 24 | — | $338.2M |
总债务
BIPC
WAT
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BIPC
WAT
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $3.5B | $1.4B | ||
| Q1 24 | — | $1.3B |
总资产
BIPC
WAT
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.9B | ||
| Q2 25 | $23.9B | $4.7B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $4.6B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | $23.7B | $4.4B | ||
| Q1 24 | — | $4.5B |
负债/权益比
BIPC
WAT
| Q4 25 | — | 0.55× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $164.6M |
| 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 | — | 0.73× |
| 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
WAT
| Q4 25 | — | $164.6M | ||
| Q3 25 | — | $187.3M | ||
| Q2 25 | $478.0M | $41.1M | ||
| Q1 25 | — | $259.6M | ||
| Q4 24 | — | $240.1M | ||
| Q3 24 | — | $204.6M | ||
| Q2 24 | $511.0M | $54.5M | ||
| Q1 24 | — | $262.9M |
现金转化率
BIPC
WAT
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 2.14× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | 0.79× | 0.38× | ||
| Q1 24 | — | 2.57× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图