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Bloom Energy Corp（BE）とIES Holdings, Inc.（IESC）の財務データ比較。上の社名をクリックして会社を切り替えられます
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $751.1M、Bloom Energy Corpの約1.2倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 9.4%、差は1.1%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs -3.4%）。過去8四半期でBloom Energy Corpの売上複合成長率が高い（51.7% vs 11.1%）
Bloom Energy Corpはエネルギー技術事業を展開する企業で、インド系米国人エンジニア・発明家・起業家のKR・スリダールが創設し、会長兼CEOを務めている。スリダールは元アリゾナ大学航空宇宙・機械工学教授、同宇宙技術研究所長で、NASA顧問の経歴があり、現在米国国立技術アカデミー会員です。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
BE vs IESC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $751.1M | $871.0M |
| 純利益 | $70.7M | $91.8M |
| 粗利率 | 30.0% | 25.3% |
| 営業利益率 | 17.3% | 11.2% |
| 純利益率 | 9.4% | 10.5% |
| 売上前年比 | -3.4% | 16.2% |
| 純利益前年比 | 396.7% | 59.1% |
| EPS（希薄化後） | $0.44 | $4.51 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $871.0M | ||
| Q3 25 | $513.3M | $897.8M | ||
| Q2 25 | $396.3M | $890.2M | ||
| Q1 25 | $319.3M | $834.0M | ||
| Q4 24 | $567.0M | $749.5M | ||
| Q3 24 | $321.8M | $775.8M | ||
| Q2 24 | $326.5M | $768.4M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $91.8M | ||
| Q3 25 | $-23.0M | $102.3M | ||
| Q2 25 | $-42.2M | $79.3M | ||
| Q1 25 | $-23.4M | $72.6M | ||
| Q4 24 | $105.2M | $57.7M | ||
| Q3 24 | $-14.6M | $65.5M | ||
| Q2 24 | $-61.2M | $66.6M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 25.3% | ||
| Q3 25 | 29.5% | 26.0% | ||
| Q2 25 | 27.0% | 26.9% | ||
| Q1 25 | 27.8% | 25.0% | ||
| Q4 24 | 38.7% | 23.8% | ||
| Q3 24 | 24.5% | 24.0% | ||
| Q2 24 | 21.0% | 25.3% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 11.2% | ||
| Q3 25 | 1.5% | 11.6% | ||
| Q2 25 | -0.9% | 12.6% | ||
| Q1 25 | -6.0% | 11.1% | ||
| Q4 24 | 18.5% | 10.0% | ||
| Q3 24 | -3.0% | 9.7% | ||
| Q2 24 | -7.1% | 11.7% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 10.5% | ||
| Q3 25 | -4.5% | 11.4% | ||
| Q2 25 | -10.6% | 8.9% | ||
| Q1 25 | -7.3% | 8.7% | ||
| Q4 24 | 18.5% | 7.7% | ||
| Q3 24 | -4.5% | 8.4% | ||
| Q2 24 | -18.7% | 8.7% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $4.51 | ||
| Q3 25 | $-100.00 | $4.99 | ||
| Q2 25 | $-0.18 | $3.81 | ||
| Q1 25 | $-0.10 | $3.50 | ||
| Q4 24 | $0.45 | $2.72 | ||
| Q3 24 | $-0.06 | $3.06 | ||
| Q2 24 | $-0.27 | $2.67 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | — | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $948.0K | $961.1M |
| 総資産 | $4.7B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $258.7M | ||
| Q3 25 | $595.1M | $231.8M | ||
| Q2 25 | $574.8M | $168.3M | ||
| Q1 25 | $794.8M | $88.3M | ||
| Q4 24 | $802.9M | $112.0M | ||
| Q3 24 | $495.7M | $135.8M | ||
| Q2 24 | $581.7M | $44.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $961.1M | ||
| Q3 25 | $653.1M | $884.0M | ||
| Q2 25 | $594.6M | $781.4M | ||
| Q1 25 | $578.3M | $705.8M | ||
| Q4 24 | $562.5M | $652.4M | ||
| Q3 24 | $430.9M | $611.1M | ||
| Q2 24 | $423.3M | $567.5M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.7B | $1.3B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.5B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.62× | — | ||
| Q2 24 | 2.66× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | — | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-18.9M |
| FCFマージンFCF / 売上 | — | -2.2% |
| 設備投資強度設備投資 / 売上 | — | 5.3% |
| キャッシュ転換率営業CF / 純利益 | — | 0.30× |
| 直近12ヶ月FCF直近4四半期 | — | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $27.7M | ||
| Q3 25 | $19.7M | $132.0M | ||
| Q2 25 | $-213.1M | $92.0M | ||
| Q1 25 | $-110.7M | $24.8M | ||
| Q4 24 | $484.2M | $37.3M | ||
| Q3 24 | $-69.5M | $92.8M | ||
| Q2 24 | $-175.5M | $82.9M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $-18.9M | ||
| Q3 25 | $7.4M | $112.0M | ||
| Q2 25 | $-220.4M | $74.8M | ||
| Q1 25 | $-124.9M | $7.9M | ||
| Q4 24 | $473.1M | $24.1M | ||
| Q3 24 | $-83.8M | $78.5M | ||
| Q2 24 | $-187.5M | $65.4M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | -2.2% | ||
| Q3 25 | 1.4% | 12.5% | ||
| Q2 25 | -55.6% | 8.4% | ||
| Q1 25 | -39.1% | 0.9% | ||
| Q4 24 | 83.4% | 3.2% | ||
| Q3 24 | -26.0% | 10.1% | ||
| Q2 24 | -57.4% | 8.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.3% | ||
| Q3 25 | 2.4% | 2.2% | ||
| Q2 25 | 1.8% | 1.9% | ||
| Q1 25 | 4.5% | 2.0% | ||
| Q4 24 | 2.0% | 1.8% | ||
| Q3 24 | 4.4% | 1.8% | ||
| Q2 24 | 3.7% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 0.30× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | 4.60× | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.24× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
