vs
Brookfield Renewable Corp（BEPC）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
Brookfield Renewable Corp的季度营收约是朗美通的1.4倍（$952.0M vs $665.5M），朗美通净利率更高（11.8% vs -152.0%，领先163.7%），朗美通同比增速更快（65.5% vs -3.7%）
布鲁克菲尔德可再生能源是一家公开上市的能源企业，核心业务为持有及运营可再生能源资产，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，在全球清洁能源领域拥有丰富的运营经验与广泛的业务布局。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
BEPC vs LITE — 直观对比
营收规模更大
BEPC
是对方的1.4倍
$665.5M
营收增速更快
LITE
高出69.2%
-3.7%
净利率更高
LITE
高出163.7%
-152.0%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $952.0M | $665.5M |
| 净利润 | $-1.4B | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | — | 9.7% |
| 净利率 | -152.0% | 11.8% |
| 营收同比 | -3.7% | 65.5% |
| 净利润同比 | -326.8% | 228.4% |
| 每股收益（稀释后） | — | $0.89 |
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BEPCLITE
| Q4 25 | — | $665.5M | ||
| Q3 25 | — | $533.8M | ||
| Q2 25 | $952.0M | $480.7M | ||
| Q1 25 | — | $425.2M | ||
| Q4 24 | — | $402.2M | ||
| Q3 24 | — | $336.9M | ||
| Q2 24 | $989.0M | $308.3M | ||
| Q1 24 | — | $366.5M |
净利润BEPCLITE
| Q4 25 | — | $78.2M | ||
| Q3 25 | — | $4.2M | ||
| Q2 25 | $-1.4B | $213.3M | ||
| Q1 25 | — | $-44.1M | ||
| Q4 24 | — | $-60.9M | ||
| Q3 24 | — | $-82.4M | ||
| Q2 24 | $-339.0M | $-252.5M | ||
| Q1 24 | — | $-127.0M |
毛利率BEPCLITE
| Q4 25 | — | 36.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 24.8% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 16.6% | ||
| Q1 24 | — | 16.2% |
营业利润率BEPCLITE
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | — | -8.9% | ||
| Q4 24 | — | -12.8% | ||
| Q3 24 | — | -24.5% | ||
| Q2 24 | — | -43.3% | ||
| Q1 24 | — | -31.3% |
净利率BEPCLITE
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | -152.0% | 44.4% | ||
| Q1 25 | — | -10.4% | ||
| Q4 24 | — | -15.1% | ||
| Q3 24 | — | -24.5% | ||
| Q2 24 | -34.3% | -81.9% | ||
| Q1 24 | — | -34.7% |
每股收益（稀释后）BEPCLITE
| Q4 25 | — | $0.89 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | — | $3.10 | ||
| Q1 25 | — | $-0.64 | ||
| Q4 24 | — | $-0.88 | ||
| Q3 24 | — | $-1.21 | ||
| Q2 24 | — | $-3.75 | ||
| Q1 24 | — | $-1.88 |
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 | $556.0M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.8B | $846.6M |
| 总资产 | $46.0B | $4.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BEPCLITE
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $556.0M | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | — | $896.7M | ||
| Q3 24 | — | $916.1M | ||
| Q2 24 | $614.0M | $887.0M | ||
| Q1 24 | — | $870.9M |
股东权益BEPCLITE
| Q4 25 | — | $846.6M | ||
| Q3 25 | — | $780.8M | ||
| Q2 25 | $10.8B | $1.1B | ||
| Q1 25 | — | $879.5M | ||
| Q4 24 | — | $872.3M | ||
| Q3 24 | — | $895.9M | ||
| Q2 24 | $14.8B | $957.3M | ||
| Q1 24 | — | $1.2B |
总资产BEPCLITE
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | $46.0B | $4.2B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $42.6B | $3.9B | ||
| Q1 24 | — | $4.2B |
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 | $139.0M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流BEPCLITE
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | $57.9M | ||
| Q2 25 | $139.0M | $64.0M | ||
| Q1 25 | — | $-1.6M | ||
| Q4 24 | — | $24.3M | ||
| Q3 24 | — | $39.6M | ||
| Q2 24 | $140.0M | $35.5M | ||
| Q1 24 | — | $-7.0M |
自由现金流BEPCLITE
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | — | $10.1M | ||
| Q1 25 | — | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | — | $-34.5M | ||
| Q2 24 | — | $10.9M | ||
| Q1 24 | — | $-26.6M |
自由现金流率BEPCLITE
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -10.2% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | -7.3% |
资本支出强度BEPCLITE
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 8.0% | ||
| Q1 24 | — | 5.3% |
现金转化率BEPCLITE
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | — | 0.30× | ||
| 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
BEPC
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
