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Brookfield Renewable Partners L.P.（BEP）与OGE ENERGY CORP.（OGE）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OGE ENERGY CORP.的2.4倍（$1.7B vs $701.7M）。OGE ENERGY CORP.净利率更高（9.9% vs 5.9%，领先4.0%）。Brookfield Renewable Partners L.P.同比增速更快（14.2% vs -5.8%）
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。
OGE能源集团是一家受监管的公用电力企业，核心子公司俄克拉荷马燃气电力公司为俄克拉荷马州及阿肯色州超84.3万用户提供服务，覆盖俄克拉荷马城大都会区150万居民，总部设于俄克拉荷马城市中心。集团原旗下天然气管道业务Enogex于2013年与CenterPoint Energy的中游业务合并组建为Enable Midstream。
BEP vs OGE — 直观对比
营收规模更大
BEP
是对方的2.4倍
$701.7M
营收增速更快
BEP
高出19.9%
-5.8%
净利率更高
OGE
高出4.0%
5.9%
损益表 — Q2 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $701.7M |
| 净利润 | $100.0M | $69.2M |
| 毛利率 | — | 59.2% |
| 营业利润率 | — | 19.7% |
| 净利率 | 5.9% | 9.9% |
| 营收同比 | 14.2% | -5.8% |
| 净利润同比 | 213.6% | -32.1% |
| 每股收益（稀释后） | $-0.22 | $0.34 |
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BEPOGE
| Q4 25 | — | $701.7M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $1.7B | $719.7M | ||
| Q1 25 | — | $741.1M | ||
| Q4 24 | — | $744.7M | ||
| Q3 24 | — | $945.2M | ||
| Q2 24 | $1.5B | $644.1M | ||
| Q1 24 | — | $582.6M |
净利润BEPOGE
| Q4 25 | — | $69.2M | ||
| Q3 25 | — | $231.3M | ||
| Q2 25 | $100.0M | $107.5M | ||
| Q1 25 | — | $62.7M | ||
| Q4 24 | — | $101.9M | ||
| Q3 24 | — | $218.7M | ||
| Q2 24 | $-88.0M | $102.3M | ||
| Q1 24 | — | $18.6M |
毛利率BEPOGE
| Q4 25 | — | 59.2% | ||
| Q3 25 | — | 62.2% | ||
| Q2 25 | — | 63.7% | ||
| Q1 25 | — | 56.3% | ||
| Q4 24 | — | 59.7% | ||
| Q3 24 | — | 63.0% | ||
| Q2 24 | — | 69.9% | ||
| Q1 24 | — | 60.1% |
营业利润率BEPOGE
| Q4 25 | — | 19.7% | ||
| Q3 25 | — | 33.2% | ||
| Q2 25 | — | 25.9% | ||
| Q1 25 | — | 18.0% | ||
| Q4 24 | — | 24.5% | ||
| Q3 24 | — | 33.1% | ||
| Q2 24 | — | 27.3% | ||
| Q1 24 | — | 12.7% |
净利率BEPOGE
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | 5.9% | 14.9% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | -5.9% | 15.9% | ||
| Q1 24 | — | 3.2% |
每股收益（稀释后）BEPOGE
| Q4 25 | — | $0.34 | ||
| Q3 25 | — | $1.14 | ||
| Q2 25 | $-0.22 | $0.53 | ||
| Q1 25 | — | $0.31 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $1.09 | ||
| Q2 24 | $-0.28 | $0.51 | ||
| Q1 24 | — | $0.09 |
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 | $200.0K |
| 总债务越低越好 | — | $5.4B |
| 股东权益账面价值 | $33.3B | $5.0B |
| 总资产 | $98.6B | $14.4B |
| 负债/权益比越低杠杆越低 | — | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资BEPOGE
| Q4 25 | — | $200.0K | ||
| Q3 25 | — | $300.0K | ||
| Q2 25 | $1.9B | $500.0K | ||
| Q1 25 | — | $26.9M | ||
| Q4 24 | — | $600.0K | ||
| Q3 24 | — | $9.9M | ||
| Q2 24 | $1.2B | $100.0K | ||
| Q1 24 | — | $4.3M |
总债务BEPOGE
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BEPOGE
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $33.3B | $4.6B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $4.6B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $28.0B | $4.5B | ||
| Q1 24 | — | $4.4B |
总资产BEPOGE
| Q4 25 | — | $14.4B | ||
| Q3 25 | — | $14.3B | ||
| Q2 25 | $98.6B | $14.1B | ||
| Q1 25 | — | $14.0B | ||
| Q4 24 | — | $13.7B | ||
| Q3 24 | — | $13.5B | ||
| Q2 24 | $73.8B | $13.2B | ||
| Q1 24 | — | $12.9B |
负债/权益比BEPOGE
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.09× | ||
| 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 | $384.8M |
| 自由现金流经营现金流 - 资本支出 | — | $83.1M |
| 自由现金流率自由现金流/营收 | — | 11.8% |
| 资本支出强度资本支出/营收 | — | 43.0% |
| 现金转化率经营现金流/净利润 | 3.79× | 5.56× |
| 过去12个月自由现金流最近4个季度 | — | $82.7M |
8季度趋势，按日历期对齐
经营现金流BEPOGE
| Q4 25 | — | $384.8M | ||
| Q3 25 | — | $397.8M | ||
| Q2 25 | $379.0M | $338.6M | ||
| Q1 25 | — | $15.9M | ||
| Q4 24 | — | $129.6M | ||
| Q3 24 | — | $347.1M | ||
| Q2 24 | $231.0M | $253.1M | ||
| Q1 24 | — | $83.0M |
自由现金流BEPOGE
| Q4 25 | — | $83.1M | ||
| Q3 25 | — | $168.3M | ||
| Q2 25 | — | $64.9M | ||
| Q1 25 | — | $-233.6M | ||
| Q4 24 | — | $-167.0M | ||
| Q3 24 | — | $103.0M | ||
| Q2 24 | — | $-70.2M | ||
| Q1 24 | — | $-143.9M |
自由现金流率BEPOGE
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 16.4% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | -31.5% | ||
| Q4 24 | — | -22.4% | ||
| Q3 24 | — | 10.9% | ||
| Q2 24 | — | -10.9% | ||
| Q1 24 | — | -24.7% |
资本支出强度BEPOGE
| Q4 25 | — | 43.0% | ||
| Q3 25 | — | 22.3% | ||
| Q2 25 | — | 38.0% | ||
| Q1 25 | — | 33.7% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | — | 50.2% | ||
| Q1 24 | — | 38.9% |
现金转化率BEPOGE
| Q4 25 | — | 5.56× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | 3.79× | 3.15× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 1.59× | ||
| Q2 24 | — | 2.47× | ||
| Q1 24 | — | 4.46× |
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
OGE
| Residential | $238.0M | 34% |
| Commercial | $216.6M | 31% |
| Public Authority | $60.7M | 9% |
| Industrial | $59.6M | 8% |
| Oilfield | $56.6M | 8% |
| Transmission | $38.7M | 6% |
| Integrated Market | $20.4M | 3% |
| Other Contractswith Customers | $11.1M | 2% |
