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Brookfield Renewable Partners L.P.（BEP）与MIDDLEBY Corp（MIDD）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MIDDLEBY Corp的2.0倍（$1.7B vs $866.4M），Brookfield Renewable Partners L.P.净利率更高（5.9% vs 4.3%，领先1.6%），Brookfield Renewable Partners L.P.同比增速更快（14.2% vs -30.6%）
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。
美国Middleby公司是总部位于伊利诺伊州埃尔金的上市企业，主营商用烹饪设备、工业加工设备及民用家电，其商用烹饪设备业务覆盖美国及全球前100家餐饮连锁品牌中的97家，是全球餐饮设备领域的领先供应商。
BEP vs MIDD — 直观对比
营收规模更大
BEP
是对方的2.0倍
$866.4M
营收增速更快
BEP
高出44.7%
-30.6%
净利率更高
BEP
高出1.6%
4.3%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $866.4M |
| 净利润 | $100.0M | $36.9M |
| 毛利率 | — | 38.8% |
| 营业利润率 | — | 17.3% |
| 净利率 | 5.9% | 4.3% |
| 营收同比 | 14.2% | -30.6% |
| 净利润同比 | 213.6% | -67.1% |
| 每股收益（稀释后） | $-0.22 | $0.74 |
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BEPMIDD
| Q4 25 | — | $866.4M | ||
| Q3 25 | — | $982.1M | ||
| Q2 25 | $1.7B | $977.9M | ||
| Q1 25 | — | $906.6M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $942.8M | ||
| Q2 24 | $1.5B | $991.5M | ||
| Q1 24 | — | $926.9M |
净利润BEPMIDD
| Q4 25 | — | $36.9M | ||
| Q3 25 | — | $-513.0M | ||
| Q2 25 | $100.0M | $106.0M | ||
| Q1 25 | — | $92.4M | ||
| Q4 24 | — | $112.3M | ||
| Q3 24 | — | $114.2M | ||
| Q2 24 | $-88.0M | $115.4M | ||
| Q1 24 | — | $86.6M |
毛利率BEPMIDD
| Q4 25 | — | 38.8% | ||
| Q3 25 | — | 36.8% | ||
| Q2 25 | — | 38.0% | ||
| Q1 25 | — | 38.2% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 38.3% | ||
| Q1 24 | — | 37.4% |
营业利润率BEPMIDD
| Q4 25 | — | 17.3% | ||
| Q3 25 | — | -56.4% | ||
| Q2 25 | — | 15.9% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 16.8% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 17.7% | ||
| Q1 24 | — | 14.8% |
净利率BEPMIDD
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | -52.2% | ||
| Q2 25 | 5.9% | 10.8% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 11.1% | ||
| Q3 24 | — | 12.1% | ||
| Q2 24 | -5.9% | 11.6% | ||
| Q1 24 | — | 9.3% |
每股收益（稀释后）BEPMIDD
| Q4 25 | — | $0.74 | ||
| Q3 25 | — | $-10.15 | ||
| Q2 25 | $-0.22 | $1.99 | ||
| Q1 25 | — | $1.69 | ||
| Q4 24 | — | $2.07 | ||
| Q3 24 | — | $2.11 | ||
| Q2 24 | $-0.28 | $2.13 | ||
| Q1 24 | — | $1.59 |
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 | $222.2M |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $33.3B | $2.8B |
| 总资产 | $98.6B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 0.78× |
8季度趋势，按日历期对齐
现金及短期投资BEPMIDD
| Q4 25 | — | $222.2M | ||
| Q3 25 | — | $175.1M | ||
| Q2 25 | $1.9B | $511.5M | ||
| Q1 25 | — | $745.1M | ||
| Q4 24 | — | $689.5M | ||
| Q3 24 | — | $606.0M | ||
| Q2 24 | $1.2B | $459.5M | ||
| Q1 24 | — | $341.0M |
总债务BEPMIDD
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BEPMIDD
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $33.3B | $3.6B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | $28.0B | $3.4B | ||
| Q1 24 | — | $3.3B |
总资产BEPMIDD
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | $98.6B | $7.3B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | — | $7.3B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | $73.8B | $7.0B | ||
| Q1 24 | — | $6.9B |
负债/权益比BEPMIDD
| Q4 25 | — | 0.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $165.5M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 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 | — | $530.1M |
8季度趋势，按日历期对齐
经营现金流BEPMIDD
| Q4 25 | — | — | ||
| Q3 25 | — | $176.3M | ||
| Q2 25 | $379.0M | $122.0M | ||
| Q1 25 | — | $141.1M | ||
| Q4 24 | — | $239.7M | ||
| Q3 24 | — | $156.7M | ||
| Q2 24 | $231.0M | $149.5M | ||
| Q1 24 | — | $140.9M |
自由现金流BEPMIDD
| Q4 25 | — | $165.5M | ||
| Q3 25 | — | $156.1M | ||
| Q2 25 | — | $101.1M | ||
| Q1 25 | — | $107.4M | ||
| Q4 24 | — | $226.6M | ||
| Q3 24 | — | $145.2M | ||
| Q2 24 | — | $138.6M | ||
| Q1 24 | — | $127.2M |
自由现金流率BEPMIDD
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 10.3% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | 22.3% | ||
| Q3 24 | — | 15.4% | ||
| Q2 24 | — | 14.0% | ||
| Q1 24 | — | 13.7% |
资本支出强度BEPMIDD
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 1.5% |
现金转化率BEPMIDD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.79× | 1.15× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | — | 1.37× | ||
| Q2 24 | — | 1.30× | ||
| Q1 24 | — | 1.63× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
