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Brookfield Renewable Partners L.P.（BEP）与CrowdStrike（CRWD）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CrowdStrike的1.4倍（$1.7B vs $1.2B），Brookfield Renewable Partners L.P.净利率更高（5.9% vs -2.8%，领先8.7%），CrowdStrike同比增速更快（22.2% 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。
CrowdStrike Holdings, Inc.是总部位于美国得克萨斯州奥斯汀的网络安全科技企业，核心业务涵盖终端安全防护、威胁情报提供与网络攻击响应服务，可为全球各行业客户有效应对各类网络安全风险，保障系统与数据安全。
BEP vs CRWD — 直观对比
营收规模更大
BEP
是对方的1.4倍
$1.2B
营收增速更快
CRWD
高出8.0%
14.2%
净利率更高
BEP
高出8.7%
-2.8%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $100.0M | $-34.0M |
| 毛利率 | — | 75.1% |
| 营业利润率 | — | -5.6% |
| 净利率 | 5.9% | -2.8% |
| 营收同比 | 14.2% | 22.2% |
| 净利润同比 | 213.6% | -102.1% |
| 每股收益（稀释后） | $-0.22 | $-0.14 |
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BEPCRWD
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $963.9M | ||
| Q2 24 | $1.5B | $921.0M | ||
| Q1 24 | — | $845.3M |
净利润BEPCRWD
| Q4 25 | — | $-34.0M | ||
| Q3 25 | — | $-77.7M | ||
| Q2 25 | $100.0M | $-110.2M | ||
| Q1 25 | — | $-92.3M | ||
| Q4 24 | — | $-16.8M | ||
| Q3 24 | — | $47.0M | ||
| Q2 24 | $-88.0M | $42.8M | ||
| Q1 24 | — | $53.7M |
毛利率BEPCRWD
| Q4 25 | — | 75.1% | ||
| Q3 25 | — | 73.5% | ||
| Q2 25 | — | 73.8% | ||
| Q1 25 | — | 74.1% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.6% | ||
| Q1 24 | — | 75.3% |
营业利润率BEPCRWD
| Q4 25 | — | -5.6% | ||
| Q3 25 | — | -9.7% | ||
| Q2 25 | — | -11.3% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | — | -5.5% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 3.5% |
净利率BEPCRWD
| Q4 25 | — | -2.8% | ||
| Q3 25 | — | -6.6% | ||
| Q2 25 | 5.9% | -10.0% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | — | -1.7% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | -5.9% | 4.6% | ||
| Q1 24 | — | 6.4% |
每股收益（稀释后）BEPCRWD
| Q4 25 | — | $-0.14 | ||
| Q3 25 | — | $-0.31 | ||
| Q2 25 | $-0.22 | $-0.44 | ||
| Q1 25 | — | $-0.37 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $0.19 | ||
| Q2 24 | $-0.28 | $0.17 | ||
| Q1 24 | — | $0.23 |
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 | $4.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.3B | $4.0B |
| 总资产 | $98.6B | $10.0B |
| 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BEPCRWD
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $1.2B | $3.7B | ||
| Q1 24 | — | $3.5B |
股东权益BEPCRWD
| Q4 25 | — | $4.0B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | $33.3B | $3.5B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $28.0B | $2.5B | ||
| Q1 24 | — | $2.3B |
总资产BEPCRWD
| Q4 25 | — | $10.0B | ||
| Q3 25 | — | $9.3B | ||
| Q2 25 | $98.6B | $8.7B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | $73.8B | $6.8B | ||
| Q1 24 | — | $6.6B |
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 | $397.5M |
| 自由现金流经营现金流 - 资本支出 | — | $314.1M |
| 自由现金流率自由现金流/营收 | — | 25.5% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 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 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流BEPCRWD
| Q4 25 | — | $397.5M | ||
| Q3 25 | — | $332.8M | ||
| Q2 25 | $379.0M | $384.1M | ||
| Q1 25 | — | $345.7M | ||
| Q4 24 | — | $326.1M | ||
| Q3 24 | — | $326.6M | ||
| Q2 24 | $231.0M | $383.2M | ||
| Q1 24 | — | $347.0M |
自由现金流BEPCRWD
| Q4 25 | — | $314.1M | ||
| Q3 25 | — | $302.3M | ||
| Q2 25 | — | $298.4M | ||
| Q1 25 | — | $258.5M | ||
| Q4 24 | — | $247.4M | ||
| Q3 24 | — | $287.4M | ||
| Q2 24 | — | $333.5M | ||
| Q1 24 | — | $294.4M |
自由现金流率BEPCRWD
| Q4 25 | — | 25.5% | ||
| Q3 25 | — | 25.9% | ||
| Q2 25 | — | 27.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 24.5% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 34.8% |
资本支出强度BEPCRWD
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 5.4% | ||
| Q1 24 | — | 6.2% |
现金转化率BEPCRWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.79× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.95× | ||
| Q2 24 | — | 8.95× | ||
| Q1 24 | — | 6.46× |
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
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
