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Brookfield Renewable Partners L.P.（BEP）与帕森斯公司（PSN）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.的季度营收约是帕森斯公司的1.1倍（$1.7B vs $1.6B），Brookfield Renewable Partners L.P.净利率更高（5.9% vs 3.5%，领先2.4%），Brookfield Renewable Partners L.P.同比增速更快（14.2% vs -7.5%）
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。
帕森斯公司是一家总部位于美国弗吉尼亚州尚蒂利的跨国企业，1944年成立，核心业务覆盖国防、情报、基础设施工程领域，深耕技术研发，在全球30多个国家为政府及私营部门客户提供专业解决方案。
BEP vs PSN — 直观对比
营收规模更大
BEP
是对方的1.1倍
$1.6B
营收增速更快
BEP
高出21.7%
-7.5%
净利率更高
BEP
高出2.4%
3.5%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.6B |
| 净利润 | $100.0M | $55.6M |
| 毛利率 | — | 23.0% |
| 营业利润率 | — | 6.6% |
| 净利率 | 5.9% | 3.5% |
| 营收同比 | 14.2% | -7.5% |
| 净利润同比 | 213.6% | -72.4% |
| 每股收益（稀释后） | $-0.22 | $0.51 |
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BEPPSN
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $1.5B | $1.7B | ||
| Q1 24 | — | $1.5B |
净利润BEPPSN
| Q4 25 | — | $55.6M | ||
| Q3 25 | — | $64.1M | ||
| Q2 25 | $100.0M | $55.2M | ||
| Q1 25 | — | $66.2M | ||
| Q4 24 | — | $201.3M | ||
| Q3 24 | — | $72.0M | ||
| Q2 24 | $-88.0M | $69.2M | ||
| Q1 24 | — | $-107.4M |
毛利率BEPPSN
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | 22.2% | ||
| Q2 25 | — | 22.0% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 21.0% | ||
| Q1 24 | — | 21.2% |
营业利润率BEPPSN
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 7.0% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 6.7% | ||
| Q1 24 | — | 6.6% |
净利率BEPPSN
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | 5.9% | 3.5% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | -5.9% | 4.1% | ||
| Q1 24 | — | -7.0% |
每股收益（稀释后）BEPPSN
| Q4 25 | — | $0.51 | ||
| Q3 25 | — | $0.59 | ||
| Q2 25 | $-0.22 | $0.50 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $1.85 | ||
| Q3 24 | — | $0.65 | ||
| Q2 24 | $-0.28 | $0.63 | ||
| Q1 24 | — | $-1.01 |
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 | $466.4M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $33.3B | $2.6B |
| 总资产 | $98.6B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资BEPPSN
| Q4 25 | — | $466.4M | ||
| Q3 25 | — | $422.6M | ||
| Q2 25 | $1.9B | $411.3M | ||
| Q1 25 | — | $269.7M | ||
| Q4 24 | — | $453.5M | ||
| Q3 24 | — | $558.8M | ||
| Q2 24 | $1.2B | $528.5M | ||
| Q1 24 | — | $423.1M |
总债务BEPPSN
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $785.2M | ||
| Q4 24 | — | $784.1M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益BEPPSN
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $33.3B | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $28.0B | $2.2B | ||
| Q1 24 | — | $2.1B |
总资产BEPPSN
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.7B | ||
| Q2 25 | $98.6B | $5.7B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.5B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | $73.8B | $5.2B | ||
| Q1 24 | — | $5.1B |
负债/权益比BEPPSN
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.49× | ||
| Q2 24 | — | 0.56× | ||
| Q1 24 | — | 0.58× |
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 | $167.5M |
| 自由现金流经营现金流 - 资本支出 | — | $135.6M |
| 自由现金流率自由现金流/营收 | — | 8.5% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | 3.79× | 3.01× |
| 过去12个月自由现金流最近4个季度 | — | $410.4M |
8季度趋势，按日历期对齐
经营现金流BEPPSN
| Q4 25 | — | $167.5M | ||
| Q3 25 | — | $162.8M | ||
| Q2 25 | $379.0M | $159.8M | ||
| Q1 25 | — | $-11.8M | ||
| Q4 24 | — | $126.8M | ||
| Q3 24 | — | $299.0M | ||
| Q2 24 | $231.0M | $161.2M | ||
| Q1 24 | — | $-63.4M |
自由现金流BEPPSN
| Q4 25 | — | $135.6M | ||
| Q3 25 | — | $149.7M | ||
| Q2 25 | — | $150.4M | ||
| Q1 25 | — | $-25.3M | ||
| Q4 24 | — | $108.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $152.0M | ||
| Q1 24 | — | $-72.9M |
自由现金流率BEPPSN
| Q4 25 | — | 8.5% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | -4.7% |
资本支出强度BEPPSN
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 0.6% |
现金转化率BEPPSN
| Q4 25 | — | 3.01× | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | 3.79× | 2.89× | ||
| Q1 25 | — | -0.18× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 4.16× | ||
| Q2 24 | — | 2.33× | ||
| 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
PSN
| Unconsolidated Joint Ventures | $582.1M | 36% |
| Defense And Intelligence | $502.8M | 31% |
| Engineered Systems | $281.4M | 18% |
| Consolidated Joint Ventures | $216.7M | 14% |
| TRS Group Inc | $9.4M | 1% |
