vs
Brookfield Renewable Partners L.P.（BEP）与J.B. Hunt（JBHT）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是Brookfield Renewable Partners L.P.的1.8倍（$3.1B vs $1.7B），Brookfield Renewable Partners L.P.净利率更高（5.9% vs 4.6%，领先1.3%），Brookfield Renewable Partners L.P.同比增速更快（14.2% vs 4.6%）
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。
J.B.亨特运输服务公司是总部位于美国阿肯色州洛厄尔的运输物流企业，1961年8月10日由约翰尼·布莱恩·亨特与乔内尔·亨特在阿肯色州创立。截至1983年，公司已成为美国第80大卡车运输企业，营收达6.2347亿美元，当时运营550台牵引车、1049辆挂车，拥有约1050名员工。
BEP vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.8倍
$1.7B
营收增速更快
BEP
高出9.5%
4.6%
净利率更高
BEP
高出1.3%
4.6%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.1B |
| 净利润 | $100.0M | $141.6M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.8% |
| 净利率 | 5.9% | 4.6% |
| 营收同比 | 14.2% | 4.6% |
| 净利润同比 | 213.6% | 20.2% |
| 每股收益（稀释后） | $-0.22 | $1.49 |
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BEPJBHT
| Q1 26 | — | $3.1B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | $1.5B | $2.9B |
净利润BEPJBHT
| Q1 26 | — | $141.6M | ||
| Q4 25 | — | $181.1M | ||
| Q3 25 | — | $170.8M | ||
| Q2 25 | $100.0M | $128.6M | ||
| Q1 25 | — | $117.7M | ||
| Q4 24 | — | $155.5M | ||
| Q3 24 | — | $152.1M | ||
| Q2 24 | $-88.0M | $135.9M |
营业利润率BEPJBHT
| Q1 26 | — | 6.8% | ||
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.0% |
净利率BEPJBHT
| Q1 26 | — | 4.6% | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 5.9% | 4.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | -5.9% | 4.6% |
每股收益（稀释后）BEPJBHT
| Q1 26 | — | $1.49 | ||
| Q4 25 | — | $1.88 | ||
| Q3 25 | — | $1.76 | ||
| Q2 25 | $-0.22 | $1.31 | ||
| Q1 25 | — | $1.17 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | — | $1.49 | ||
| Q2 24 | $-0.28 | $1.32 |
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 | $4.6M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $33.3B | $3.6B |
| 总资产 | $98.6B | — |
| 负债/权益比越低杠杆越低 | — | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资BEPJBHT
| Q1 26 | — | $4.6M | ||
| Q4 25 | — | $17.3M | ||
| Q3 25 | — | $52.3M | ||
| Q2 25 | $1.9B | $50.9M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $47.0M | ||
| Q3 24 | — | $120.0M | ||
| Q2 24 | $1.2B | $53.5M |
总债务BEPJBHT
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益BEPJBHT
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | $33.3B | $3.7B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $28.0B | $4.1B |
总资产BEPJBHT
| Q1 26 | — | — | ||
| Q4 25 | — | $7.9B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | $98.6B | $8.2B | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | — | $8.3B | ||
| Q3 24 | — | $8.3B | ||
| Q2 24 | $73.8B | $8.4B |
负债/权益比BEPJBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× |
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 | $353.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 3.79× | 2.49× |
| 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BEPJBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | — | $385.6M | ||
| Q3 25 | — | $486.4M | ||
| Q2 25 | $379.0M | $402.1M | ||
| Q1 25 | — | $404.2M | ||
| Q4 24 | — | $317.6M | ||
| Q3 24 | — | $338.5M | ||
| Q2 24 | $231.0M | $360.6M |
自由现金流BEPJBHT
| Q1 26 | — | — | ||
| Q4 25 | — | $251.3M | ||
| Q3 25 | — | $352.4M | ||
| Q2 25 | — | $185.6M | ||
| Q1 25 | — | $158.4M | ||
| Q4 24 | — | $93.3M | ||
| Q3 24 | — | $163.1M | ||
| Q2 24 | — | $98.2M |
自由现金流率BEPJBHT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 11.5% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 3.4% |
资本支出强度BEPJBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | 7.4% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 9.0% |
现金转化率BEPJBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | — | 2.13× | ||
| Q3 25 | — | 2.85× | ||
| Q2 25 | 3.79× | 3.13× | ||
| Q1 25 | — | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | — | 2.65× |
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
JBHT
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
