vs
Side-by-side financial comparison of Brookfield Renewable Partners L.P. (BEP) and Delek US Holdings, Inc. (DK). Click either name above to swap in a different company.
Delek US Holdings, Inc. is the larger business by last-quarter revenue ($2.6B vs $1.7B, roughly 1.6× Brookfield Renewable Partners L.P.). Brookfield Renewable Partners L.P. runs the higher net margin — 5.9% vs -7.7%, a 13.6% gap on every dollar of revenue. On growth, Brookfield Renewable Partners L.P. posted the faster year-over-year revenue change (14.2% vs -4.9%).
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.
Delek US Holdings, Inc. is an oil refining, logistics and biofuels company founded in 2001 and headquartered in Brentwood, Tennessee.
BEP vs DK — Head-to-Head
Income Statement — Q2 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $2.6B |
| Net Profit | $100.0M | $-201.3M |
| Gross Margin | — | -5.8% |
| Operating Margin | — | — |
| Net Margin | 5.9% | -7.7% |
| Revenue YoY | 14.2% | -4.9% |
| Net Profit YoY | 213.6% | — |
| EPS (diluted) | $-0.22 | $-3.34 |
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 | — | $2.6B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $1.5B | $3.3B |
| Q1 26 | — | $-201.3M | ||
| Q4 25 | — | $78.3M | ||
| Q3 25 | — | $178.0M | ||
| Q2 25 | $100.0M | $-106.4M | ||
| Q1 25 | — | $-172.7M | ||
| Q4 24 | — | $-413.8M | ||
| Q3 24 | — | $-76.8M | ||
| Q2 24 | $-88.0M | $-37.2M |
| Q1 26 | — | -5.8% | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | -2.4% | ||
| Q4 24 | — | -5.7% | ||
| Q3 24 | — | -0.7% | ||
| Q2 24 | — | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | -1.2% | ||
| Q1 25 | — | -4.8% | ||
| Q4 24 | — | -17.0% | ||
| Q3 24 | — | -4.0% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | -7.7% | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 6.2% | ||
| Q2 25 | 5.9% | -3.8% | ||
| Q1 25 | — | -6.5% | ||
| Q4 24 | — | -17.4% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | -5.9% | -1.1% |
| Q1 26 | — | $-3.34 | ||
| Q4 25 | — | $1.23 | ||
| Q3 25 | — | $2.93 | ||
| Q2 25 | $-0.22 | $-1.76 | ||
| Q1 25 | — | $-2.78 | ||
| Q4 24 | — | $-6.48 | ||
| Q3 24 | — | $-1.20 | ||
| Q2 24 | $-0.28 | $-0.58 |
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 | $624.1M |
| Total DebtLower is stronger | — | $3.2B |
| Stockholders' EquityBook value | $33.3B | $302.0M |
| Total Assets | $98.6B | $7.6B |
| Debt / EquityLower = less leverage | — | 10.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $624.1M | ||
| Q4 25 | — | $625.8M | ||
| Q3 25 | — | $630.9M | ||
| Q2 25 | $1.9B | $615.5M | ||
| Q1 25 | — | $623.8M | ||
| Q4 24 | — | $735.6M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $1.2B | $657.9M |
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.5B |
| Q1 26 | — | $302.0M | ||
| Q4 25 | — | $547.3M | ||
| Q3 25 | — | $444.8M | ||
| Q2 25 | $33.3B | $294.9M | ||
| Q1 25 | — | $429.4M | ||
| Q4 24 | — | $575.2M | ||
| Q3 24 | — | $875.4M | ||
| Q2 24 | $28.0B | $982.8M |
| Q1 26 | — | $7.6B | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | $98.6B | $7.1B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | $73.8B | $6.9B |
| Q1 26 | — | 10.54× | ||
| Q4 25 | — | 5.91× | ||
| Q3 25 | — | 7.14× | ||
| Q2 25 | — | 10.51× | ||
| Q1 25 | — | 7.07× | ||
| Q4 24 | — | 4.81× | ||
| Q3 24 | — | 3.19× | ||
| Q2 24 | — | 2.50× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.79× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $502.8M | ||
| Q3 25 | — | $44.0M | ||
| Q2 25 | $379.0M | $51.4M | ||
| Q1 25 | — | $-62.4M | ||
| Q4 24 | — | $-163.5M | ||
| Q3 24 | — | $-21.6M | ||
| Q2 24 | $231.0M | $-48.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $382.8M | ||
| Q3 25 | — | $-64.0M | ||
| Q2 25 | — | $-114.4M | ||
| Q1 25 | — | $-198.1M | ||
| Q4 24 | — | $-354.0M | ||
| Q3 24 | — | $-140.6M | ||
| Q2 24 | — | $-128.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | -2.2% | ||
| Q2 25 | — | -4.1% | ||
| Q1 25 | — | -7.5% | ||
| Q4 24 | — | -14.9% | ||
| Q3 24 | — | -4.6% | ||
| Q2 24 | — | -3.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.42× | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | 3.79× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
