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AerCap Holdings N.V.（AER）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
AerCap Holdings N.V.的季度营收约是Brookfield Renewable Partners L.P.的1.1倍（$1.9B vs $1.7B），AerCap Holdings N.V.净利率更高（66.7% vs 5.9%，领先60.8%），Brookfield Renewable Partners L.P.同比增速更快（14.2% vs -3.6%）
AerCap Holdings N.V.是爱尔兰与美国合资的航空租赁企业，总部位于爱尔兰都柏林，在全球各地设有办事处。公司于纽交所上市，股票代码为AER，2014年收购ILFC、2021年斥资超300亿美元从通用电气收购GECAS后，成为全球规模最大的航空租赁公司。
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。
AER vs BEP — 直观对比
营收规模更大
AER
是对方的1.1倍
$1.7B
营收增速更快
BEP
高出17.8%
-3.6%
净利率更高
AER
高出60.8%
5.9%
损益表 — Q2 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $1.3B | $100.0M |
| 毛利率 | — | — |
| 营业利润率 | 73.1% | — |
| 净利率 | 66.7% | 5.9% |
| 营收同比 | -3.6% | 14.2% |
| 净利润同比 | 181.0% | 213.6% |
| 每股收益（稀释后） | $7.09 | $-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AERBEP
| Q2 25 | $1.9B | $1.7B | ||
| Q2 24 | $2.0B | $1.5B | ||
| Q2 23 | $1.9B | $1.2B | ||
| Q2 22 | $1.7B | $1.3B |
净利润AERBEP
| Q2 25 | $1.3B | $100.0M | ||
| Q2 24 | $448.2M | $-88.0M | ||
| Q2 23 | $492.9M | $151.0M | ||
| Q2 22 | $339.8M | $122.0M |
营业利润率AERBEP
| Q2 25 | 73.1% | — | ||
| Q2 24 | 25.1% | — | ||
| Q2 23 | 28.0% | — | ||
| Q2 22 | 21.4% | — |
净利率AERBEP
| Q2 25 | 66.7% | 5.9% | ||
| Q2 24 | 22.9% | -5.9% | ||
| Q2 23 | 25.6% | 12.5% | ||
| Q2 22 | 20.3% | 9.6% |
每股收益（稀释后）AERBEP
| Q2 25 | $7.09 | $-0.22 | ||
| Q2 24 | $2.28 | $-0.28 | ||
| Q2 23 | $2.12 | $-0.10 | ||
| Q2 22 | $1.40 | $-0.03 |
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 | $2.7B | $1.9B |
| 总债务越低越好 | $46.1B | — |
| 股东权益账面价值 | $17.9B | $33.3B |
| 总资产 | $73.6B | $98.6B |
| 负债/权益比越低杠杆越低 | 2.57× | — |
8季度趋势，按日历期对齐
现金及短期投资AERBEP
| Q2 25 | $2.7B | $1.9B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q2 23 | $1.2B | $1.2B | ||
| Q2 22 | $1.2B | $1.1B |
总债务AERBEP
| Q2 25 | $46.1B | — | ||
| Q2 24 | $45.7B | — | ||
| Q2 23 | $46.3B | — | ||
| Q2 22 | $47.9B | — |
股东权益AERBEP
| Q2 25 | $17.9B | $33.3B | ||
| Q2 24 | $17.0B | $28.0B | ||
| Q2 23 | $16.3B | $28.5B | ||
| Q2 22 | $15.0B | $23.0B |
总资产AERBEP
| Q2 25 | $73.6B | $98.6B | ||
| Q2 24 | $71.1B | $73.8B | ||
| Q2 23 | $69.9B | $65.9B | ||
| Q2 22 | $69.7B | $57.0B |
负债/权益比AERBEP
| Q2 25 | 2.57× | — | ||
| Q2 24 | 2.69× | — | ||
| Q2 23 | 2.84× | — | ||
| Q2 22 | 3.19× | — |
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 | — | $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 | — | 3.79× |
| 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AERBEP
| Q2 25 | — | $379.0M | ||
| Q2 24 | — | $231.0M | ||
| Q2 23 | — | $382.0M | ||
| Q2 22 | — | $438.0M |
现金转化率AERBEP
| Q2 25 | — | 3.79× | ||
| Q2 24 | — | — | ||
| Q2 23 | — | 2.53× | ||
| Q2 22 | — | 3.59× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
