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Brookfield Renewable Partners L.P.（BEP）与COHERENT CORP.（COHR）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COHERENT CORP.的1.0倍（$1.7B vs $1.7B），COHERENT CORP.净利率更高（8.7% vs 5.9%，领先2.8%），COHERENT CORP.同比增速更快（17.5% vs 14.2%）
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。
Coherent Corp.是美国专业光学材料与半导体生产商，2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名，产品广泛应用于通信、工业、医疗等众多领域。
BEP vs COHR — 直观对比
营收规模更大
BEP
是对方的1.0倍
$1.7B
营收增速更快
COHR
高出3.3%
14.2%
净利率更高
COHR
高出2.8%
5.9%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $100.0M | $146.7M |
| 毛利率 | — | 36.9% |
| 营业利润率 | — | 10.0% |
| 净利率 | 5.9% | 8.7% |
| 营收同比 | 14.2% | 17.5% |
| 净利润同比 | 213.6% | 41.9% |
| 每股收益（稀释后） | $-0.22 | $0.76 |
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BEPCOHR
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $1.5B | $1.3B | ||
| Q1 24 | — | $1.2B |
净利润BEPCOHR
| Q4 25 | — | $146.7M | ||
| Q3 25 | — | $226.3M | ||
| Q2 25 | $100.0M | $-95.6M | ||
| Q1 25 | — | $15.7M | ||
| Q4 24 | — | $103.4M | ||
| Q3 24 | — | $25.9M | ||
| Q2 24 | $-88.0M | $-48.4M | ||
| Q1 24 | — | $-13.2M |
毛利率BEPCOHR
| Q4 25 | — | 36.9% | ||
| Q3 25 | — | 36.6% | ||
| Q2 25 | — | 35.7% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 32.9% | ||
| Q1 24 | — | 30.3% |
营业利润率BEPCOHR
| Q4 25 | — | 10.0% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | -4.1% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | — | 1.8% |
净利率BEPCOHR
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | 5.9% | -6.3% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | -5.9% | -3.7% | ||
| Q1 24 | — | -1.1% |
每股收益（稀释后）BEPCOHR
| Q4 25 | — | $0.76 | ||
| Q3 25 | — | $1.19 | ||
| Q2 25 | $-0.22 | $-0.81 | ||
| Q1 25 | — | $-0.11 | ||
| Q4 24 | — | $0.44 | ||
| Q3 24 | — | $-0.04 | ||
| Q2 24 | $-0.28 | $-0.52 | ||
| Q1 24 | — | $-0.29 |
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 | $863.7M |
| 总债务越低越好 | — | $3.4B |
| 股东权益账面价值 | $33.3B | $8.5B |
| 总资产 | $98.6B | $15.1B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资BEPCOHR
| Q4 25 | — | $863.7M | ||
| Q3 25 | — | $852.8M | ||
| Q2 25 | $1.9B | $909.2M | ||
| Q1 25 | — | $890.3M | ||
| Q4 24 | — | $917.8M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $1.2B | $926.0M | ||
| Q1 24 | — | $898.6M |
总债务BEPCOHR
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.2B |
股东权益BEPCOHR
| Q4 25 | — | $8.5B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | $33.3B | $5.6B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | — | $5.5B | ||
| Q2 24 | $28.0B | $5.2B | ||
| Q1 24 | — | $5.3B |
总资产BEPCOHR
| Q4 25 | — | $15.1B | ||
| Q3 25 | — | $14.7B | ||
| Q2 25 | $98.6B | $14.9B | ||
| Q1 25 | — | $14.4B | ||
| Q4 24 | — | $14.2B | ||
| Q3 24 | — | $14.7B | ||
| Q2 24 | $73.8B | $14.5B | ||
| Q1 24 | — | $14.5B |
负债/权益比BEPCOHR
| Q4 25 | — | 0.39× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.78× |
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 | $57.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-95.7M |
| 自由现金流率自由现金流/营收 | — | -5.7% |
| 资本支出强度资本支出/营收 | — | 9.1% |
| 现金转化率经营现金流/净利润 | 3.79× | 0.39× |
| 过去12个月自由现金流最近4个季度 | — | $-103.6M |
8季度趋势，按日历期对齐
经营现金流BEPCOHR
| Q4 25 | — | $57.9M | ||
| Q3 25 | — | $46.0M | ||
| Q2 25 | $379.0M | $130.3M | ||
| Q1 25 | — | $163.0M | ||
| Q4 24 | — | $187.4M | ||
| Q3 24 | — | $153.0M | ||
| Q2 24 | $231.0M | $162.3M | ||
| Q1 24 | — | $117.4M |
自由现金流BEPCOHR
| Q4 25 | — | $-95.7M | ||
| Q3 25 | — | $-58.0M | ||
| Q2 25 | — | $-1.1M | ||
| Q1 25 | — | $51.1M | ||
| Q4 24 | — | $81.7M | ||
| Q3 24 | — | $61.0M | ||
| Q2 24 | — | $62.4M | ||
| Q1 24 | — | $24.2M |
自由现金流率BEPCOHR
| Q4 25 | — | -5.7% | ||
| Q3 25 | — | -3.7% | ||
| Q2 25 | — | -0.1% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 2.0% |
资本支出强度BEPCOHR
| Q4 25 | — | 9.1% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 7.6% | ||
| Q1 24 | — | 7.7% |
现金转化率BEPCOHR
| Q4 25 | — | 0.39× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | 3.79× | — | ||
| Q1 25 | — | 10.37× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 5.91× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
BEP
暂无分部数据
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
