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Brookfield Renewable Partners L.P.(BEP)与Cheniere Energy Partners, L.P.(CQP)财务数据对比。点击上方公司名可切换其他公司
Cheniere Energy Partners, L.P.的季度营收约是Brookfield Renewable Partners L.P.的1.7倍($2.9B vs $1.7B)。Cheniere Energy Partners, L.P.净利率更高(44.2% vs 5.9%,领先38.3%)。Cheniere Energy Partners, L.P.同比增速更快(18.3% 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。
本公司为油气领域经营主体,营收数据以十亿美元为统计单位,通常由企业自行披露,同时也会由中立可靠的权威媒体公开报道。受汇率波动、合同结算、年中产品或服务调整等因素影响,已发布数据后续可能进行修订或重述。除特殊说明外,财年区间为每年1月1日至12月31日。
BEP vs CQP — 直观对比
营收规模更大
CQP
是对方的1.7倍
$1.7B
营收增速更快
CQP
高出4.1%
14.2%
净利率更高
CQP
高出38.3%
5.9%
损益表 — Q2 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.9B |
| 净利润 | $100.0M | $1.3B |
| 毛利率 | — | — |
| 营业利润率 | — | 50.5% |
| 净利率 | 5.9% | 44.2% |
| 营收同比 | 14.2% | 18.3% |
| 净利润同比 | 213.6% | 106.6% |
| 每股收益(稀释后) | $-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
BEP
CQP
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $1.7B | $2.5B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | — | $2.3B |
净利润
BEP
CQP
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $506.0M | ||
| Q2 25 | $100.0M | $553.0M | ||
| Q1 25 | — | $641.0M | ||
| Q4 24 | — | $623.0M | ||
| Q3 24 | — | $635.0M | ||
| Q2 24 | $-88.0M | $570.0M | ||
| Q1 24 | — | $682.0M |
营业利润率
BEP
CQP
| Q4 25 | — | 50.5% | ||
| Q3 25 | — | 29.0% | ||
| Q2 25 | — | 29.1% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | — | 40.2% | ||
| Q2 24 | — | 40.4% | ||
| Q1 24 | — | 38.1% |
净利率
BEP
CQP
| Q4 25 | — | 44.2% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | 5.9% | 22.5% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 25.3% | ||
| Q3 24 | — | 30.9% | ||
| Q2 24 | -5.9% | 30.1% | ||
| Q1 24 | — | 29.7% |
每股收益(稀释后)
BEP
CQP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-0.22 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.28 | — | ||
| Q1 24 | — | — |
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 | $182.0M |
| 总债务越低越好 | — | $14.2B |
| 股东权益账面价值 | $33.3B | — |
| 总资产 | $98.6B | $17.4B |
| 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
BEP
CQP
| Q4 25 | — | $182.0M | ||
| Q3 25 | — | $121.0M | ||
| Q2 25 | $1.9B | $108.0M | ||
| Q1 25 | — | $94.0M | ||
| Q4 24 | — | $270.0M | ||
| Q3 24 | — | $331.0M | ||
| Q2 24 | $1.2B | $351.0M | ||
| Q1 24 | — | $333.0M |
总债务
BEP
CQP
| Q4 25 | — | $14.2B | ||
| Q3 25 | — | $14.2B | ||
| Q2 25 | — | $14.2B | ||
| Q1 25 | — | $14.7B | ||
| Q4 24 | — | $14.8B | ||
| Q3 24 | — | $14.8B | ||
| Q2 24 | — | $14.8B | ||
| Q1 24 | — | $13.6B |
股东权益
BEP
CQP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $33.3B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $28.0B | — | ||
| Q1 24 | — | — |
总资产
BEP
CQP
| Q4 25 | — | $17.4B | ||
| Q3 25 | — | $16.8B | ||
| Q2 25 | $98.6B | $16.9B | ||
| Q1 25 | — | $17.1B | ||
| Q4 24 | — | $17.5B | ||
| Q3 24 | — | $17.4B | ||
| Q2 24 | $73.8B | $17.5B | ||
| Q1 24 | — | $17.5B |
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 | $379.0M | $887.0M |
| 自由现金流经营现金流 - 资本支出 | — | $864.0M |
| 自由现金流率自由现金流/营收 | — | 29.7% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 3.79× | 0.69× |
| 过去12个月自由现金流最近4个季度 | — | $2.6B |
8季度趋势,按日历期对齐
经营现金流
BEP
CQP
| Q4 25 | — | $887.0M | ||
| Q3 25 | — | $658.0M | ||
| Q2 25 | $379.0M | $558.0M | ||
| Q1 25 | — | $665.0M | ||
| Q4 24 | — | $876.0M | ||
| Q3 24 | — | $691.0M | ||
| Q2 24 | $231.0M | $732.0M | ||
| Q1 24 | — | $669.0M |
自由现金流
BEP
CQP
| Q4 25 | — | $864.0M | ||
| Q3 25 | — | $610.0M | ||
| Q2 25 | — | $490.0M | ||
| Q1 25 | — | $605.0M | ||
| Q4 24 | — | $827.0M | ||
| Q3 24 | — | $652.0M | ||
| Q2 24 | — | $702.0M | ||
| Q1 24 | — | $633.0M |
自由现金流率
BEP
CQP
| Q4 25 | — | 29.7% | ||
| Q3 25 | — | 25.4% | ||
| Q2 25 | — | 20.0% | ||
| Q1 25 | — | 20.2% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | — | 37.1% | ||
| Q1 24 | — | 27.6% |
资本支出强度
BEP
CQP
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 1.6% |
现金转化率
BEP
CQP
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | 3.79× | 1.01× | ||
| Q1 25 | — | 1.04× | ||
| Q4 24 | — | 1.41× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 0.98× |
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
CQP
| Liquefied Natural Gas | $2.9B | 98% |
| Regasification Service | $34.0M | 1% |
| Other | $17.0M | 1% |