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亚玛芬体育（AS）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
Brookfield Renewable Partners L.P.的季度营收约是亚玛芬体育的1.6倍（$1.7B vs $1.1B），Brookfield Renewable Partners L.P.净利率更高（5.9% vs 1.8%，领先4.1%）
亚玛芬体育是芬兰跨国运动装备企业，总部位于赫尔辛基，成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团，后逐步转型专注于体育用品的生产与营销，现有员工超9700人，2018年起成为中国安踏体育旗下子公司。
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。
AS vs BEP — 直观对比
营收规模更大
BEP
是对方的1.6倍
$1.1B
净利率更高
BEP
高出4.1%
1.8%
损益表 — Q1 FY2024 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $19.0M | $100.0M |
| 毛利率 | 52.8% | — |
| 营业利润率 | 12.4% | — |
| 净利率 | 1.8% | 5.9% |
| 营收同比 | — | 14.2% |
| 净利润同比 | — | 213.6% |
| 每股收益（稀释后） | $0.05 | $-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ASBEP
| Q2 25 | — | $1.7B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | $1.1B | — | ||
| Q4 23 | $1.3B | — | ||
| Q2 23 | — | $1.2B | ||
| Q2 22 | — | $1.3B |
净利润ASBEP
| Q2 25 | — | $100.0M | ||
| Q2 24 | — | $-88.0M | ||
| Q1 24 | $19.0M | — | ||
| Q4 23 | $-95.0M | — | ||
| Q2 23 | — | $151.0M | ||
| Q2 22 | — | $122.0M |
毛利率ASBEP
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 52.8% | — | ||
| Q4 23 | 51.9% | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
营业利润率ASBEP
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 12.4% | — | ||
| Q4 23 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
净利率ASBEP
| Q2 25 | — | 5.9% | ||
| Q2 24 | — | -5.9% | ||
| Q1 24 | 1.8% | — | ||
| Q4 23 | -7.2% | — | ||
| Q2 23 | — | 12.5% | ||
| Q2 22 | — | 9.6% |
每股收益（稀释后）ASBEP
| Q2 25 | — | $-0.22 | ||
| Q2 24 | — | $-0.28 | ||
| Q1 24 | $0.05 | — | ||
| Q4 23 | $-0.11 | — | ||
| Q2 23 | — | $-0.10 | ||
| Q2 22 | — | $-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 | — | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $33.3B |
| 总资产 | — | $98.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASBEP
| Q2 25 | — | $1.9B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | — | ||
| Q4 23 | $483.4M | — | ||
| Q2 23 | — | $1.2B | ||
| Q2 22 | — | $1.1B |
总债务ASBEP
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | $6.3B | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
股东权益ASBEP
| Q2 25 | — | $33.3B | ||
| Q2 24 | — | $28.0B | ||
| Q1 24 | — | — | ||
| Q4 23 | $-156.8M | — | ||
| Q2 23 | — | $28.5B | ||
| Q2 22 | — | $23.0B |
总资产ASBEP
| Q2 25 | — | $98.6B | ||
| Q2 24 | — | $73.8B | ||
| Q1 24 | — | — | ||
| Q4 23 | $8.4B | — | ||
| Q2 23 | — | $65.9B | ||
| Q2 22 | — | $57.0B |
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 | $114.3M | $379.0M |
| 自由现金流经营现金流 - 资本支出 | $92.2M | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 6.02× | 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ASBEP
| Q2 25 | — | $379.0M | ||
| Q2 24 | — | $231.0M | ||
| Q1 24 | $114.3M | — | ||
| Q4 23 | $199.0M | — | ||
| Q2 23 | — | $382.0M | ||
| Q2 22 | — | $438.0M |
自由现金流ASBEP
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $92.2M | — | ||
| Q4 23 | $75.4M | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率ASBEP
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 8.8% | — | ||
| Q4 23 | 5.7% | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度ASBEP
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.1% | — | ||
| Q4 23 | 9.4% | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率ASBEP
| Q2 25 | — | 3.79× | ||
| Q2 24 | — | — | ||
| Q1 24 | 6.02× | — | ||
| Q4 23 | — | — | ||
| 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
业务分部营收拆解
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
BEP
暂无分部数据
