vs
Brookfield Renewable Partners L.P.(BEP)与RXO, Inc.(RXO)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RXO, Inc.的1.2倍($1.7B vs $1.5B),Brookfield Renewable Partners L.P.净利率更高(5.9% vs -3.1%,领先9.0%),Brookfield Renewable Partners L.P.同比增速更快(14.2% vs -11.9%)
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。
RXO是总部位于美国的头部运输及物流解决方案供应商,核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持,主要服务北美制造业、零售业及电商领域的客户。
BEP vs RXO — 直观对比
营收规模更大
BEP
是对方的1.2倍
$1.5B
营收增速更快
BEP
高出26.0%
-11.9%
净利率更高
BEP
高出9.0%
-3.1%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.5B |
| 净利润 | $100.0M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | — | -2.9% |
| 净利率 | 5.9% | -3.1% |
| 营收同比 | 14.2% | -11.9% |
| 净利润同比 | 213.6% | -84.0% |
| 每股收益(稀释后) | $-0.22 | $-0.28 |
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
RXO
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $1.5B | $930.0M | ||
| Q1 24 | — | $913.0M |
净利润
BEP
RXO
| Q4 25 | — | $-46.0M | ||
| Q3 25 | — | $-14.0M | ||
| Q2 25 | $100.0M | $-9.0M | ||
| Q1 25 | — | $-31.0M | ||
| Q4 24 | — | $-25.0M | ||
| Q3 24 | — | $-243.0M | ||
| Q2 24 | $-88.0M | $-7.0M | ||
| Q1 24 | — | $-15.0M |
营业利润率
BEP
RXO
| Q4 25 | — | -2.9% | ||
| Q3 25 | — | -0.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | -1.4% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.3% |
净利率
BEP
RXO
| Q4 25 | — | -3.1% | ||
| Q3 25 | — | -1.0% | ||
| Q2 25 | 5.9% | -0.6% | ||
| Q1 25 | — | -2.2% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | -23.4% | ||
| Q2 24 | -5.9% | -0.8% | ||
| Q1 24 | — | -1.6% |
每股收益(稀释后)
BEP
RXO
| Q4 25 | — | $-0.28 | ||
| Q3 25 | — | $-0.08 | ||
| Q2 25 | $-0.22 | $-0.05 | ||
| Q1 25 | — | $-0.18 | ||
| Q4 24 | — | $-0.17 | ||
| Q3 24 | — | $-1.81 | ||
| Q2 24 | $-0.28 | $-0.06 | ||
| Q1 24 | — | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $33.3B | $1.5B |
| 总资产 | $98.6B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
BEP
RXO
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $25.0M | ||
| Q2 25 | $1.9B | $18.0M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | — | $35.0M | ||
| Q3 24 | — | $55.0M | ||
| Q2 24 | $1.2B | $7.0M | ||
| Q1 24 | — | $7.0M |
总债务
BEP
RXO
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益
BEP
RXO
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $33.3B | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $28.0B | $579.0M | ||
| Q1 24 | — | $582.0M |
总资产
BEP
RXO
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $98.6B | $3.2B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | $73.8B | $1.8B | ||
| Q1 24 | — | $1.8B |
负债/权益比
BEP
RXO
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势,按日历期对齐
经营现金流
BEP
RXO
| Q4 25 | — | $7.0M | ||
| Q3 25 | — | $23.0M | ||
| Q2 25 | $379.0M | $23.0M | ||
| Q1 25 | — | $-2.0M | ||
| Q4 24 | — | $-7.0M | ||
| Q3 24 | — | $-7.0M | ||
| Q2 24 | $231.0M | $-5.0M | ||
| Q1 24 | — | $7.0M |
自由现金流
BEP
RXO
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M | ||
| Q1 24 | — | $-4.0M |
自由现金流率
BEP
RXO
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | -0.4% |
资本支出强度
BEP
RXO
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.2% |
现金转化率
BEP
RXO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.79× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |