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Side-by-side financial comparison of Brookfield Renewable Partners L.P. (BEP) and Builders FirstSource (BLDR). Click either name above to swap in a different company.
Builders FirstSource is the larger business by last-quarter revenue ($3.3B vs $1.7B, roughly 1.9× Brookfield Renewable Partners L.P.). Brookfield Renewable Partners L.P. runs the higher net margin — 5.9% vs 2.9%, a 3.0% gap on every dollar of revenue. On growth, Brookfield Renewable Partners L.P. posted the faster year-over-year revenue change (14.2% vs -10.1%).
Brookfield Renewable Partners L.P.BEPEarnings & Financial Report
Brookfield Renewable Partners L.P. is a publicly traded limited partnership that owns and operates renewable power assets, with corporate headquarters in Toronto, Ontario, Canada. It is 60% owned by Brookfield Asset Management.
Builders FirstSource, Inc. is a Fortune 500 company that is a manufacturer and supplier of building materials. The company is headquartered in Irving, Texas, and is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs over 15,000 people throughout the USA. They serve new residential construction, repair and remodeling professionals. The company was incorporated in March 1998.
BEP vs BLDR — Head-to-Head
Income Statement — Q2 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $3.3B |
| Net Profit | $100.0M | $96.3M |
| Gross Margin | — | 28.3% |
| Operating Margin | — | 0.5% |
| Net Margin | 5.9% | 2.9% |
| Revenue YoY | 14.2% | -10.1% |
| Net Profit YoY | 213.6% | — |
| EPS (diluted) | $-0.22 | $0.27 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | $1.7B | $4.2B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | $1.5B | $4.5B |
| Q1 26 | — | $96.3M | ||
| Q4 25 | — | $31.5M | ||
| Q3 25 | — | $122.4M | ||
| Q2 25 | $100.0M | $185.0M | ||
| Q1 25 | — | $96.3M | ||
| Q4 24 | — | $190.2M | ||
| Q3 24 | — | $284.8M | ||
| Q2 24 | $-88.0M | $344.1M |
| Q1 26 | — | 28.3% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 30.5% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | — | 32.8% | ||
| Q2 24 | — | 32.8% |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.4% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 11.0% |
| Q1 26 | — | 2.9% | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | 5.9% | 4.4% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | -5.9% | 7.7% |
| Q1 26 | — | $0.27 | ||
| Q4 25 | — | $0.29 | ||
| Q3 25 | — | $1.10 | ||
| Q2 25 | $-0.22 | $1.66 | ||
| Q1 25 | — | $0.84 | ||
| Q4 24 | — | $1.65 | ||
| Q3 24 | — | $2.44 | ||
| Q2 24 | $-0.28 | $2.87 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9B | $98.3M |
| Total DebtLower is stronger | — | $24.3M |
| Stockholders' EquityBook value | $33.3B | — |
| Total Assets | $98.6B | $11.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $98.3M | ||
| Q4 25 | — | $181.8M | ||
| Q3 25 | — | $296.2M | ||
| Q2 25 | $1.9B | $87.0M | ||
| Q1 25 | — | $115.4M | ||
| Q4 24 | — | $153.6M | ||
| Q3 24 | — | $328.1M | ||
| Q2 24 | $1.2B | $75.6M |
| Q1 26 | — | $24.3M | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $4.3B | ||
| Q2 25 | $33.3B | $4.2B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | $28.0B | $4.3B |
| Q1 26 | — | $11.3B | ||
| Q4 25 | — | $11.2B | ||
| Q3 25 | — | $11.4B | ||
| Q2 25 | $98.6B | $11.5B | ||
| Q1 25 | — | $11.4B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $10.9B | ||
| Q2 24 | $73.8B | $10.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.88× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $379.0M | $87.5M |
| Free Cash FlowOCF − Capex | — | $42.7M |
| FCF MarginFCF / Revenue | — | 1.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.79× | 0.91× |
| TTM Free Cash FlowTrailing 4 quarters | — | $863.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.5M | ||
| Q4 25 | — | $194.8M | ||
| Q3 25 | — | $547.7M | ||
| Q2 25 | $379.0M | $341.0M | ||
| Q1 25 | — | $132.3M | ||
| Q4 24 | — | $373.5M | ||
| Q3 24 | — | $730.0M | ||
| Q2 24 | $231.0M | $452.1M |
| Q1 26 | — | $42.7M | ||
| Q4 25 | — | $106.7M | ||
| Q3 25 | — | $461.9M | ||
| Q2 25 | — | $252.3M | ||
| Q1 25 | — | $32.4M | ||
| Q4 24 | — | $273.8M | ||
| Q3 24 | — | $630.4M | ||
| Q2 24 | — | $364.0M |
| Q1 26 | — | 1.3% | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 8.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.0% |
| Q1 26 | — | 0.91× | ||
| Q4 25 | — | 6.19× | ||
| Q3 25 | — | 4.48× | ||
| Q2 25 | 3.79× | 1.84× | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 2.56× | ||
| Q2 24 | — | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BEP
Segment breakdown not available.
BLDR
| Windows, doors & millwork | $853.8M | 26% |
| Specialty building products & services | $853.4M | 26% |
| Lumber & lumber sheet goods | $845.4M | 26% |
| Manufactured products | $734.5M | 22% |
