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Brookfield Renewable Partners L.P.(BEP)与Alliant Energy(LNT)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Alliant Energy的1.6倍($1.7B vs $1.1B)。Alliant Energy净利率更高(13.4% vs 5.9%,领先7.4%)。Brookfield Renewable Partners L.P.同比增速更快(14.2% vs 9.0%)
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。
Alliant Energy是美国公用事业控股企业,主营受监管的电力与天然气服务,下设公用电力运营、公用燃气运营及其他公用事业三大业务板块。公司通过子公司Interstate Power and Light Company(IPL)为艾奥瓦州零售客户提供发电配电、天然气配送及运输服务,同时向明尼苏达州、伊利诺伊州等地的批发客户售电。
BEP vs LNT — 直观对比
营收规模更大
BEP
是对方的1.6倍
$1.1B
营收增速更快
BEP
高出5.1%
9.0%
净利率更高
LNT
高出7.4%
5.9%
损益表 — Q2 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.1B |
| 净利润 | $100.0M | $142.0M |
| 毛利率 | — | 85.9% |
| 营业利润率 | — | 18.4% |
| 净利率 | 5.9% | 13.4% |
| 营收同比 | 14.2% | 9.0% |
| 净利润同比 | 213.6% | -5.3% |
| 每股收益(稀释后) | $-0.22 | $0.54 |
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
LNT
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $1.7B | $961.0M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $975.0M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $1.5B | $894.0M | ||
| Q1 24 | — | $1.0B |
净利润
BEP
LNT
| Q4 25 | — | $142.0M | ||
| Q3 25 | — | $281.0M | ||
| Q2 25 | $100.0M | $174.0M | ||
| Q1 25 | — | $213.0M | ||
| Q4 24 | — | $150.0M | ||
| Q3 24 | — | $295.0M | ||
| Q2 24 | $-88.0M | $87.0M | ||
| Q1 24 | — | $158.0M |
毛利率
BEP
LNT
| Q4 25 | — | 85.9% | ||
| Q3 25 | — | 86.3% | ||
| Q2 25 | — | 84.3% | ||
| Q1 25 | — | 86.0% | ||
| Q4 24 | — | 84.7% | ||
| Q3 24 | — | 84.7% | ||
| Q2 24 | — | 83.6% | ||
| Q1 24 | — | 85.3% |
营业利润率
BEP
LNT
| Q4 25 | — | 18.4% | ||
| Q3 25 | — | 28.8% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 22.7% | ||
| Q3 24 | — | 29.0% | ||
| Q2 24 | — | 14.5% | ||
| Q1 24 | — | 21.5% |
净利率
BEP
LNT
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 23.2% | ||
| Q2 25 | 5.9% | 18.1% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 15.4% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | -5.9% | 9.7% | ||
| Q1 24 | — | 15.3% |
每股收益(稀释后)
BEP
LNT
| Q4 25 | — | $0.54 | ||
| Q3 25 | — | $1.09 | ||
| Q2 25 | $-0.22 | $0.68 | ||
| Q1 25 | — | $0.83 | ||
| Q4 24 | — | $0.58 | ||
| Q3 24 | — | $1.15 | ||
| Q2 24 | $-0.28 | $0.34 | ||
| Q1 24 | — | $0.62 |
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 | $556.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.3B | $7.3B |
| 总资产 | $98.6B | $25.0B |
| 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
BEP
LNT
| Q4 25 | — | $556.0M | ||
| Q3 25 | — | $753.0M | ||
| Q2 25 | $1.9B | $329.0M | ||
| Q1 25 | — | $25.0M | ||
| Q4 24 | — | $81.0M | ||
| Q3 24 | — | $827.0M | ||
| Q2 24 | $1.2B | $92.0M | ||
| Q1 24 | — | $32.0M |
股东权益
BEP
LNT
| Q4 25 | — | $7.3B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | $33.3B | $7.1B | ||
| Q1 25 | — | $7.1B | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | $28.0B | $6.8B | ||
| Q1 24 | — | $6.8B |
总资产
BEP
LNT
| Q4 25 | — | $25.0B | ||
| Q3 25 | — | $24.6B | ||
| Q2 25 | $98.6B | $23.8B | ||
| Q1 25 | — | $22.9B | ||
| Q4 24 | — | $22.7B | ||
| Q3 24 | — | $22.8B | ||
| Q2 24 | $73.8B | $21.8B | ||
| Q1 24 | — | $21.2B |
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 | $269.0M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 3.79× | 1.89× |
| 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
BEP
LNT
| Q4 25 | — | $269.0M | ||
| Q3 25 | — | $408.0M | ||
| Q2 25 | $379.0M | $243.0M | ||
| Q1 25 | — | $249.0M | ||
| Q4 24 | — | $254.0M | ||
| Q3 24 | — | $351.0M | ||
| Q2 24 | $231.0M | $255.0M | ||
| Q1 24 | — | $307.0M |
自由现金流
BEP
LNT
| Q4 25 | — | — | ||
| Q3 25 | — | $-103.0M | ||
| Q2 25 | — | $-179.0M | ||
| Q1 25 | — | $-305.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-59.0M | ||
| Q2 24 | — | $-137.0M | ||
| Q1 24 | — | $-171.0M |
自由现金流率
BEP
LNT
| Q4 25 | — | — | ||
| Q3 25 | — | -8.5% | ||
| Q2 25 | — | -18.6% | ||
| Q1 25 | — | -27.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -5.5% | ||
| Q2 24 | — | -15.3% | ||
| Q1 24 | — | -16.6% |
资本支出强度
BEP
LNT
| Q4 25 | — | — | ||
| Q3 25 | — | 42.2% | ||
| Q2 25 | — | 43.9% | ||
| Q1 25 | — | 49.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 43.8% | ||
| Q1 24 | — | 46.4% |
现金转化率
BEP
LNT
| Q4 25 | — | 1.89× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | 3.79× | 1.40× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 1.94× |
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
LNT
| Retail Residential | $313.0M | 29% |
| Retail Industrial | $251.0M | 24% |
| Retail Commercial | $226.0M | 21% |
| Gas | $158.0M | 15% |
| Other Customer | $43.0M | 4% |
| Wholesale | $36.0M | 3% |
| Other Utility | $15.0M | 1% |
| Steam | $9.0M | 1% |