vs
Brookfield Renewable Corp（BEPC）与希悦尔（SEE）财务数据对比。点击上方公司名可切换其他公司
希悦尔的季度营收约是Brookfield Renewable Corp的1.5倍（$1.4B vs $952.0M），希悦尔净利率更高（3.1% vs -152.0%，领先155.1%），希悦尔同比增速更快（2.6% 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。
希悦尔是全球领先的包装与防护解决方案供应商，核心产品包括缓冲防护材料、食品保鲜包装、可持续减废包装系统，服务覆盖电商、零售、食品饮料、工业制造等多个海内外领域。
BEPC vs SEE — 直观对比
营收规模更大
SEE
是对方的1.5倍
$952.0M
营收增速更快
SEE
高出6.4%
-3.7%
净利率更高
SEE
高出155.1%
-152.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $952.0M | $1.4B |
| 净利润 | $-1.4B | $43.8M |
| 毛利率 | — | 28.6% |
| 营业利润率 | — | 11.4% |
| 净利率 | -152.0% | 3.1% |
| 营收同比 | -3.7% | 2.6% |
| 净利润同比 | -326.8% | 700.0% |
| 每股收益（稀释后） | — | $0.30 |
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BEPCSEE
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $952.0M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $989.0M | $1.3B | ||
| Q1 24 | — | $1.3B |
净利润BEPCSEE
| Q4 25 | — | $43.8M | ||
| Q3 25 | — | $255.1M | ||
| Q2 25 | $-1.4B | $93.1M | ||
| Q1 25 | — | $113.5M | ||
| Q4 24 | — | $-7.3M | ||
| Q3 24 | — | $91.7M | ||
| Q2 24 | $-339.0M | $98.3M | ||
| Q1 24 | — | $82.0M |
毛利率BEPCSEE
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 30.9% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | — | 31.2% | ||
| Q1 24 | — | 30.3% |
营业利润率BEPCSEE
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 14.5% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 13.9% | ||
| Q2 24 | — | 15.4% | ||
| Q1 24 | — | 14.0% |
净利率BEPCSEE
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | -152.0% | 7.0% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | -34.3% | 7.4% | ||
| Q1 24 | — | 6.2% |
每股收益（稀释后）BEPCSEE
| Q4 25 | — | $0.30 | ||
| Q3 25 | — | $1.73 | ||
| Q2 25 | — | $0.63 | ||
| Q1 25 | — | $0.77 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $0.63 | ||
| Q2 24 | — | $0.67 | ||
| Q1 24 | — | $0.56 |
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 | $344.0M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $10.8B | $1.2B |
| 总资产 | $46.0B | $7.0B |
| 负债/权益比越低杠杆越低 | — | 2.65× |
8季度趋势，按日历期对齐
现金及短期投资BEPCSEE
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $282.5M | ||
| Q2 25 | $556.0M | $354.4M | ||
| Q1 25 | — | $335.2M | ||
| Q4 24 | — | $371.8M | ||
| Q3 24 | — | $386.0M | ||
| Q2 24 | $614.0M | $388.6M | ||
| Q1 24 | — | $352.8M |
总债务BEPCSEE
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
股东权益BEPCSEE
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $10.8B | $953.1M | ||
| Q1 25 | — | $797.9M | ||
| Q4 24 | — | $624.5M | ||
| Q3 24 | — | $771.2M | ||
| Q2 24 | $14.8B | $650.1M | ||
| Q1 24 | — | $598.3M |
总资产BEPCSEE
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | $46.0B | $7.2B | ||
| Q1 25 | — | $7.0B | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | $42.6B | $7.3B | ||
| Q1 24 | — | $7.2B |
负债/权益比BEPCSEE
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $293.6M |
| 自由现金流经营现金流 - 资本支出 | — | $257.7M |
| 自由现金流率自由现金流/营收 | — | 18.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 6.70× |
| 过去12个月自由现金流最近4个季度 | — | $458.5M |
8季度趋势，按日历期对齐
经营现金流BEPCSEE
| Q4 25 | — | $293.6M | ||
| Q3 25 | — | $165.9M | ||
| Q2 25 | $139.0M | $136.6M | ||
| Q1 25 | — | $31.9M | ||
| Q4 24 | — | $244.2M | ||
| Q3 24 | — | $170.5M | ||
| Q2 24 | $140.0M | $188.2M | ||
| Q1 24 | — | $125.1M |
自由现金流BEPCSEE
| Q4 25 | — | $257.7M | ||
| Q3 25 | — | $119.6M | ||
| Q2 25 | — | $93.2M | ||
| Q1 25 | — | $-12.0M | ||
| Q4 24 | — | $185.1M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | — | $129.5M | ||
| Q1 24 | — | $78.0M |
自由现金流率BEPCSEE
| Q4 25 | — | 18.5% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | — | -0.9% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 5.9% |
资本支出强度BEPCSEE
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 3.6% |
现金转化率BEPCSEE
| Q4 25 | — | 6.70× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 1.91× | ||
| Q1 24 | — | 1.53× |
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
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
