vs
Side-by-side financial comparison of Brookfield Renewable Partners L.P. (BEP) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
Brookfield Renewable Partners L.P. is the larger business by last-quarter revenue ($1.7B vs $1.0B, roughly 1.6× VALMONT INDUSTRIES INC). VALMONT INDUSTRIES INC runs the higher net margin — 16.2% vs 5.9%, a 10.3% gap on every dollar of revenue. On growth, Brookfield Renewable Partners L.P. posted the faster year-over-year revenue change (14.2% vs 0.1%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
BEP vs VMI — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $1.0B |
| Net Profit | $100.0M | $168.0M |
| Gross Margin | — | 29.8% |
| Operating Margin | — | 11.2% |
| Net Margin | 5.9% | 16.2% |
| Revenue YoY | 14.2% | 0.1% |
| Net Profit YoY | 213.6% | 116.3% |
| EPS (diluted) | $-0.22 | $9.02 |
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.
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | — | $969.3M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $1.5B | $1.0B | ||
| Q1 24 | — | $977.8M |
| Q4 25 | — | $168.0M | ||
| Q3 25 | — | $99.0M | ||
| Q2 25 | $100.0M | $-4.0M | ||
| Q1 25 | — | $87.3M | ||
| Q4 24 | — | $77.7M | ||
| Q3 24 | — | $83.1M | ||
| Q2 24 | $-88.0M | $99.7M | ||
| Q1 24 | — | $87.8M |
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 30.8% | ||
| Q1 24 | — | 31.3% |
| Q4 25 | — | 11.2% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 13.2% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 14.2% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | 5.9% | -0.4% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | -5.9% | 9.6% | ||
| Q1 24 | — | 9.0% |
| Q4 25 | — | $9.02 | ||
| Q3 25 | — | $4.98 | ||
| Q2 25 | $-0.22 | $-1.53 | ||
| Q1 25 | — | $4.32 | ||
| Q4 24 | — | $3.85 | ||
| Q3 24 | — | $4.11 | ||
| Q2 24 | $-0.28 | $4.91 | ||
| Q1 24 | — | $4.32 |
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 | $187.1M |
| Total DebtLower is stronger | — | $795.7M |
| Stockholders' EquityBook value | $33.3B | $1.6B |
| Total Assets | $98.6B | $3.4B |
| Debt / EquityLower = less leverage | — | 0.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | $1.9B | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | — | $164.3M | ||
| Q3 24 | — | $200.5M | ||
| Q2 24 | $1.2B | $163.1M | ||
| Q1 24 | — | $169.2M |
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $33.3B | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $28.0B | $1.5B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $98.6B | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | $73.8B | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $111.2M |
| Free Cash FlowOCF − Capex | — | $70.4M |
| FCF MarginFCF / Revenue | — | 6.8% |
| Capex IntensityCapex / Revenue | — | 3.9% |
| Cash ConversionOCF / Net Profit | 3.79× | 0.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $311.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $111.2M | ||
| Q3 25 | — | $112.5M | ||
| Q2 25 | $379.0M | $167.6M | ||
| Q1 25 | — | $65.1M | ||
| Q4 24 | — | $193.4M | ||
| Q3 24 | — | $225.1M | ||
| Q2 24 | $231.0M | $130.8M | ||
| Q1 24 | — | $23.3M |
| Q4 25 | — | $70.4M | ||
| Q3 25 | — | $70.6M | ||
| Q2 25 | — | $135.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | — | $167.8M | ||
| Q3 24 | — | $204.6M | ||
| Q2 24 | — | $112.5M | ||
| Q1 24 | — | $8.3M |
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 10.8% | ||
| Q1 24 | — | 0.9% |
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.5% |
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | 3.79× | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | — | 1.31× | ||
| Q1 24 | — | 0.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BEP
Segment breakdown not available.
VMI
| Utility Product Line | $424.5M | 41% |
| Lighting And Transportation | $204.6M | 20% |
| Irrigation Equipment And Parts Excluding Technology | $199.0M | 19% |
| Services | $113.6M | 11% |
| Telecommunications | $73.8M | 7% |
| Technology Products And Services | $23.7M | 2% |
