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ACUITY INC. (DE)（AYI）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ACUITY INC. (DE)的1.5倍（$1.7B vs $1.1B），ACUITY INC. (DE)净利率更高（10.5% vs 5.9%，领先4.6%），ACUITY INC. (DE)同比增速更快（20.2% vs 14.2%）
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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。
AYI vs BEP — 直观对比
营收规模更大
BEP
是对方的1.5倍
$1.1B
营收增速更快
AYI
高出6.0%
14.2%
净利率更高
AYI
高出4.6%
5.9%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $120.5M | $100.0M |
| 毛利率 | 48.4% | — |
| 营业利润率 | 14.0% | — |
| 净利率 | 10.5% | 5.9% |
| 营收同比 | 20.2% | 14.2% |
| 净利润同比 | 12.9% | 213.6% |
| 每股收益（稀释后） | $3.82 | $-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AYIBEP
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $951.6M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $968.1M | $1.5B | ||
| Q1 24 | $905.9M | — |
净利润AYIBEP
| Q4 25 | $120.5M | — | ||
| Q3 25 | $114.0M | — | ||
| Q2 25 | $98.4M | $100.0M | ||
| Q1 25 | $77.5M | — | ||
| Q4 24 | $106.7M | — | ||
| Q3 24 | $118.9M | — | ||
| Q2 24 | $113.9M | $-88.0M | ||
| Q1 24 | $89.2M | — |
毛利率AYIBEP
| Q4 25 | 48.4% | — | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | — | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 46.7% | — | ||
| Q1 24 | 45.5% | — |
营业利润率AYIBEP
| Q4 25 | 14.0% | — | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 15.0% | — | ||
| Q1 24 | 13.0% | — |
净利率AYIBEP
| Q4 25 | 10.5% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 8.3% | 5.9% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 11.8% | -5.9% | ||
| Q1 24 | 9.8% | — |
每股收益（稀释后）AYIBEP
| Q4 25 | $3.82 | — | ||
| Q3 25 | $3.61 | — | ||
| Q2 25 | $3.12 | $-0.22 | ||
| Q1 25 | $2.45 | — | ||
| Q4 24 | $3.35 | — | ||
| Q3 24 | $3.77 | — | ||
| Q2 24 | $3.62 | $-0.28 | ||
| Q1 24 | $2.84 | — |
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 | $376.1M | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $33.3B |
| 总资产 | $4.7B | $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AYIBEP
| Q4 25 | $376.1M | — | ||
| Q3 25 | $422.5M | — | ||
| Q2 25 | $371.8M | $1.9B | ||
| Q1 25 | $397.9M | — | ||
| Q4 24 | $935.6M | — | ||
| Q3 24 | $845.8M | — | ||
| Q2 24 | $699.0M | $1.2B | ||
| Q1 24 | $578.9M | — |
股东权益AYIBEP
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.6B | $33.3B | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.3B | $28.0B | ||
| Q1 24 | $2.1B | — |
总资产AYIBEP
| Q4 25 | $4.7B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.6B | $98.6B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $3.8B | — | ||
| Q2 24 | $3.6B | $73.8B | ||
| Q1 24 | $3.5B | — |
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 | $140.8M | $379.0M |
| 自由现金流经营现金流 - 资本支出 | $114.8M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | 1.17× | 3.79× |
| 过去12个月自由现金流最近4个季度 | $534.5M | — |
8季度趋势，按日历期对齐
经营现金流AYIBEP
| Q4 25 | $140.8M | — | ||
| Q3 25 | $202.5M | — | ||
| Q2 25 | $207.3M | $379.0M | ||
| Q1 25 | $59.4M | — | ||
| Q4 24 | $132.2M | — | ||
| Q3 24 | $174.1M | — | ||
| Q2 24 | $152.5M | $231.0M | ||
| Q1 24 | $102.6M | — |
自由现金流AYIBEP
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | — | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | — | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | — | ||
| Q1 24 | $88.2M | — |
自由现金流率AYIBEP
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 9.7% | — |
资本支出强度AYIBEP
| Q4 25 | 2.3% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 1.6% | — |
现金转化率AYIBEP
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 2.11× | 3.79× | ||
| Q1 25 | 0.77× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.34× | — | ||
| Q1 24 | 1.15× | — |
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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
BEP
暂无分部数据
