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American Electric Power(AEP)与Brookfield Renewable Partners L.P.(BEP)财务数据对比。点击上方公司名可切换其他公司
American Electric Power的季度营收约是Brookfield Renewable Partners L.P.的3.0倍($5.1B vs $1.7B)。American Electric Power净利率更高(12.0% vs 5.9%,领先6.1%)。Brookfield Renewable Partners L.P.同比增速更快(14.2% vs 6.2%)
AEP是美国知名电力公用事业控股企业,业务覆盖发电、输电、配电全链条,面向美国境内零售及批发客户销售电力。公司下设垂直整合公用事业、输配电、输电控股、发电与营销四大业务板块,采用煤炭、天然气、核电、水电、光伏、风电等多种能源发电。
Brookfield Renewable Partners L.P.是一家公开上市的有限合伙企业,主营可再生能源资产的持有与运营,总部位于加拿大安大略省多伦多市,60%股权由布鲁克菲尔德资产管理公司持有,在可再生能源运营领域拥有深厚的行业积累与广泛的业务布局。
AEP vs BEP — 直观对比
营收规模更大
AEP
是对方的3.0倍
$1.7B
营收增速更快
BEP
高出7.9%
6.2%
净利率更高
AEP
高出6.1%
5.9%
损益表 — Q4 2025 vs Q2 2025
| 指标 | ||
|---|---|---|
| 营收 | $5.1B | $1.7B |
| 净利润 | $605.2M | $100.0M |
| 毛利率 | — | — |
| 营业利润率 | 22.1% | — |
| 净利率 | 12.0% | 5.9% |
| 营收同比 | 6.2% | 14.2% |
| 净利润同比 | -9.1% | 213.6% |
| 每股收益(稀释后) | $1.06 | $-0.22 |
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
AEP
BEP
| Q4 25 | $5.1B | — | ||
| Q3 25 | $6.0B | — | ||
| Q2 25 | $5.1B | $1.7B | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $5.5B | — | ||
| Q2 24 | $4.7B | $1.5B | ||
| Q1 24 | $5.1B | — |
净利润
AEP
BEP
| Q4 25 | $605.2M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.3B | $100.0M | ||
| Q1 25 | $802.2M | — | ||
| Q4 24 | $665.9M | — | ||
| Q3 24 | $961.7M | — | ||
| Q2 24 | $342.5M | $-88.0M | ||
| Q1 24 | $1.0B | — |
营业利润率
AEP
BEP
| Q4 25 | 22.1% | — | ||
| Q3 25 | 25.5% | — | ||
| Q2 25 | 27.7% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 23.0% | — | ||
| Q3 24 | 24.7% | — | ||
| Q2 24 | 14.7% | — | ||
| Q1 24 | 23.1% | — |
净利率
AEP
BEP
| Q4 25 | 12.0% | — | ||
| Q3 25 | 16.8% | — | ||
| Q2 25 | 25.5% | 5.9% | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 17.6% | — | ||
| Q2 24 | 7.4% | -5.9% | ||
| Q1 24 | 19.8% | — |
每股收益(稀释后)
AEP
BEP
| Q4 25 | $1.06 | — | ||
| Q3 25 | $1.81 | — | ||
| Q2 25 | $2.29 | $-0.22 | ||
| Q1 25 | $1.50 | — | ||
| Q4 24 | $1.24 | — | ||
| Q3 24 | $1.80 | — | ||
| Q2 24 | $0.64 | $-0.28 | ||
| Q1 24 | $1.90 | — |
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 | $417.0M | $1.9B |
| 总债务越低越好 | $47.3B | — |
| 股东权益账面价值 | $31.1B | $33.3B |
| 总资产 | $114.5B | $98.6B |
| 负债/权益比越低杠杆越低 | 1.52× | — |
8季度趋势,按日历期对齐
现金及短期投资
AEP
BEP
| Q4 25 | $417.0M | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $439.3M | $1.9B | ||
| Q1 25 | $463.6M | — | ||
| Q4 24 | $418.3M | — | ||
| Q3 24 | $474.4M | — | ||
| Q2 24 | $428.2M | $1.2B | ||
| Q1 24 | $447.7M | — |
总债务
AEP
BEP
| Q4 25 | $47.3B | — | ||
| Q3 25 | $46.1B | — | ||
| Q2 25 | $44.5B | — | ||
| Q1 25 | $43.0B | — | ||
| Q4 24 | $42.6B | — | ||
| Q3 24 | $42.0B | — | ||
| Q2 24 | $42.1B | — | ||
| Q1 24 | $39.8B | — |
股东权益
AEP
BEP
| Q4 25 | $31.1B | — | ||
| Q3 25 | $30.4B | — | ||
| Q2 25 | $29.9B | $33.3B | ||
| Q1 25 | $27.3B | — | ||
| Q4 24 | $26.9B | — | ||
| Q3 24 | $26.6B | — | ||
| Q2 24 | $26.1B | $28.0B | ||
| Q1 24 | $25.8B | — |
总资产
AEP
BEP
| Q4 25 | $114.5B | — | ||
| Q3 25 | $110.3B | — | ||
| Q2 25 | $107.8B | $98.6B | ||
| Q1 25 | $104.4B | — | ||
| Q4 24 | $103.1B | — | ||
| Q3 24 | $100.1B | — | ||
| Q2 24 | $99.6B | $73.8B | ||
| Q1 24 | $97.7B | — |
负债/权益比
AEP
BEP
| Q4 25 | 1.52× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.58× | — | ||
| Q2 24 | 1.61× | — | ||
| Q1 24 | 1.54× | — |
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 | $1.8B | $379.0M |
| 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 | 3.00× | 3.79× |
| 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
AEP
BEP
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $1.2B | $379.0M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.5B | $231.0M | ||
| Q1 24 | $1.4B | — |
自由现金流
AEP
BEP
| Q4 25 | — | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率
AEP
BEP
| Q4 25 | — | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度
AEP
BEP
| Q4 25 | — | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率
AEP
BEP
| Q4 25 | 3.00× | — | ||
| Q3 25 | 2.46× | — | ||
| Q2 25 | 0.95× | 3.79× | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 2.26× | — | ||
| Q2 24 | 4.27× | — | ||
| Q1 24 | 1.43× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AEP
| Transmissionand Distribution Utilities Revenues | $1.5B | 29% |
| Electric Generation Transmission Distribution Revenues | $956.6M | 19% |
| Electricity Transmission And Distribution Revenues | $931.8M | 18% |
| Industrial | $685.8M | 14% |
| Marketing Competitive Retailand Renewable | $438.3M | 9% |
| Wholesale Generation | $231.1M | 5% |
| Wholesale Transmission | $113.6M | 2% |
| Other | $110.2M | 2% |
| Electric Transmission | $103.4M | 2% |
| Other Retail | $60.1M | 1% |
BEP
暂无分部数据