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Brookfield Renewable Partners L.P.（BEP）与美泰（MAT）财务数据对比。点击上方公司名可切换其他公司
美泰的季度营收约是Brookfield Renewable Partners L.P.的1.0倍（$1.8B vs $1.7B），美泰净利率更高（6.0% vs 5.9%，领先0.1%），Brookfield Renewable Partners L.P.同比增速更快（14.2% vs 7.3%）
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。
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
BEP vs MAT — 直观对比
营收规模更大
MAT
是对方的1.0倍
$1.7B
营收增速更快
BEP
高出6.9%
7.3%
净利率更高
MAT
高出0.1%
5.9%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.8B |
| 净利润 | $100.0M | $106.2M |
| 毛利率 | — | 45.9% |
| 营业利润率 | — | 8.0% |
| 净利率 | 5.9% | 6.0% |
| 营收同比 | 14.2% | 7.3% |
| 净利润同比 | 213.6% | -24.6% |
| 每股收益（稀释后） | $-0.22 | $0.32 |
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BEPMAT
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $1.7B | $1.0B | ||
| Q1 25 | — | $826.6M | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | — | $809.5M |
净利润BEPMAT
| Q4 25 | — | $106.2M | ||
| Q3 25 | — | $278.4M | ||
| Q2 25 | $100.0M | $53.4M | ||
| Q1 25 | — | $-40.3M | ||
| Q4 24 | — | $140.9M | ||
| Q3 24 | — | $372.4M | ||
| Q2 24 | $-88.0M | $56.9M | ||
| Q1 24 | — | $-28.3M |
毛利率BEPMAT
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 50.0% | ||
| Q2 25 | — | 50.9% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.7% | ||
| Q3 24 | — | 53.1% | ||
| Q2 24 | — | 49.2% | ||
| Q1 24 | — | 48.0% |
营业利润率BEPMAT
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | -6.4% | ||
| Q4 24 | — | 9.6% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | — | 7.7% | ||
| Q1 24 | — | -4.4% |
净利率BEPMAT
| Q4 25 | — | 6.0% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | 5.9% | 5.2% | ||
| Q1 25 | — | -4.9% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | -5.9% | 5.3% | ||
| Q1 24 | — | -3.5% |
每股收益（稀释后）BEPMAT
| Q4 25 | — | $0.32 | ||
| Q3 25 | — | $0.88 | ||
| Q2 25 | $-0.22 | $0.16 | ||
| Q1 25 | — | $-0.12 | ||
| Q4 24 | — | $0.40 | ||
| Q3 24 | — | $1.09 | ||
| Q2 24 | $-0.28 | $0.17 | ||
| Q1 24 | — | $-0.08 |
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 | $1.2B |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $33.3B | $2.2B |
| 总资产 | $98.6B | $6.6B |
| 负债/权益比越低杠杆越低 | — | 1.04× |
8季度趋势，按日历期对齐
现金及短期投资BEPMAT
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $691.9M | ||
| Q2 25 | $1.9B | $870.5M | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $723.5M | ||
| Q2 24 | $1.2B | $722.4M | ||
| Q1 24 | — | $1.1B |
总债务BEPMAT
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $2.3B |
股东权益BEPMAT
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $33.3B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $28.0B | $2.0B | ||
| Q1 24 | — | $2.0B |
总资产BEPMAT
| Q4 25 | — | $6.6B | ||
| Q3 25 | — | $6.6B | ||
| Q2 25 | $98.6B | $6.2B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | $73.8B | $5.9B | ||
| Q1 24 | — | $6.1B |
负债/权益比BEPMAT
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 1.18× | ||
| Q1 24 | — | 1.15× |
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 | $796.6M |
| 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× | 7.50× |
| 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BEPMAT
| Q4 25 | — | $796.6M | ||
| Q3 25 | — | $72.0M | ||
| Q2 25 | $379.0M | $-300.1M | ||
| Q1 25 | — | $24.8M | ||
| Q4 24 | — | $862.1M | ||
| Q3 24 | — | $155.8M | ||
| Q2 24 | $231.0M | $-252.9M | ||
| Q1 24 | — | $35.5M |
现金转化率BEPMAT
| Q4 25 | — | 7.50× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | 3.79× | -5.62× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | -4.45× | ||
| 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
MAT
| North America Segment | $1.0B | 58% |
| International Segment | $745.6M | 42% |
