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Brookfield Renewable Corp(BEPC)与M/I HOMES, INC.(MHO)财务数据对比。点击上方公司名可切换其他公司
M/I HOMES, INC.的季度营收约是Brookfield Renewable Corp的1.2倍($1.1B vs $952.0M),M/I HOMES, INC.净利率更高(5.6% vs -152.0%,领先157.6%),Brookfield Renewable Corp同比增速更快(-3.7% vs -4.8%)
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。
M/I Homes是美国领先的住宅建筑企业,主要设计、建造及销售独栋住宅、联排住宅与复式公寓,业务覆盖美国多州,面向首次置业、改善型及高端置业群体,提供节能住宅产品与个性化定制服务。
BEPC vs MHO — 直观对比
营收规模更大
MHO
是对方的1.2倍
$952.0M
营收增速更快
BEPC
高出1.1%
-4.8%
净利率更高
MHO
高出157.6%
-152.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $952.0M | $1.1B |
| 净利润 | $-1.4B | $64.0M |
| 毛利率 | — | 17.4% |
| 营业利润率 | — | 6.5% |
| 净利率 | -152.0% | 5.6% |
| 营收同比 | -3.7% | -4.8% |
| 净利润同比 | -326.8% | -52.1% |
| 每股收益(稀释后) | — | $2.42 |
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
BEPC
MHO
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $952.0M | $1.2B | ||
| Q1 25 | — | $976.1M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $989.0M | $1.1B | ||
| Q1 24 | — | $1.0B |
净利润
BEPC
MHO
| Q4 25 | — | $64.0M | ||
| Q3 25 | — | $106.5M | ||
| Q2 25 | $-1.4B | $121.2M | ||
| Q1 25 | — | $111.2M | ||
| Q4 24 | — | $133.5M | ||
| Q3 24 | — | $145.4M | ||
| Q2 24 | $-339.0M | $146.7M | ||
| Q1 24 | — | $138.1M |
毛利率
BEPC
MHO
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 24.5% | ||
| Q2 25 | — | 24.7% | ||
| Q1 25 | — | 25.9% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 27.9% | ||
| Q1 24 | — | 27.1% |
营业利润率
BEPC
MHO
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.8% | ||
| Q1 24 | — | 16.6% |
净利率
BEPC
MHO
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | -152.0% | 10.4% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | — | 11.1% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | -34.3% | 13.2% | ||
| Q1 24 | — | 13.2% |
每股收益(稀释后)
BEPC
MHO
| Q4 25 | — | $2.42 | ||
| Q3 25 | — | $3.92 | ||
| Q2 25 | — | $4.42 | ||
| Q1 25 | — | $3.98 | ||
| Q4 24 | — | $4.71 | ||
| Q3 24 | — | $5.10 | ||
| Q2 24 | — | $5.12 | ||
| Q1 24 | — | $4.78 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.8B | $3.2B |
| 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
BEPC
MHO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $556.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $614.0M | — | ||
| Q1 24 | — | — |
股东权益
BEPC
MHO
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $10.8B | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $14.8B | $2.7B | ||
| Q1 24 | — | $2.6B |
总资产
BEPC
MHO
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $46.0B | $4.7B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | $42.6B | $4.3B | ||
| 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 | $-8.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.0M |
| 自由现金流率自由现金流/营收 | — | -1.1% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | -0.14× |
| 过去12个月自由现金流最近4个季度 | — | $127.7M |
8季度趋势,按日历期对齐
经营现金流
BEPC
MHO
| Q4 25 | — | $-8.7M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | $139.0M | $37.8M | ||
| Q1 25 | — | $64.9M | ||
| Q4 24 | — | $104.4M | ||
| Q3 24 | — | $-67.9M | ||
| Q2 24 | $140.0M | $27.5M | ||
| Q1 24 | — | $115.8M |
自由现金流
BEPC
MHO
| Q4 25 | — | $-13.0M | ||
| Q3 25 | — | $42.0M | ||
| Q2 25 | — | $35.1M | ||
| Q1 25 | — | $63.5M | ||
| Q4 24 | — | $102.3M | ||
| Q3 24 | — | $-68.5M | ||
| Q2 24 | — | $22.0M | ||
| Q1 24 | — | $115.5M |
自由现金流率
BEPC
MHO
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | -6.0% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 11.0% |
资本支出强度
BEPC
MHO
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 0.0% |
现金转化率
BEPC
MHO
| Q4 25 | — | -0.14× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | — | -0.47× | ||
| Q2 24 | — | 0.19× | ||
| Q1 24 | — | 0.84× |
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
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |