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Bloom Energy Corp(BE)とWoodward, Inc.(WWD)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
Woodward, Inc.の直近四半期売上が大きい($996.5M vs $772.8M、Bloom Energy Corpの約1.3倍)。Woodward, Inc.の純利益率が高く(13.4% vs 0.2%、差は13.2%)。Bloom Energy Corpの前年同期比売上増加率が高い(36.3% vs 29.0%)。Bloom Energy Corpの直近四半期フリーキャッシュフローが多い($395.1M vs $70.3M)。過去8四半期でBloom Energy Corpの売上複合成長率が高い(84.9% vs 9.2%)
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。
ウッドワード(Woodward, Inc.)は米国発祥の制御システムおよび同システム部品の設計・製造・サービスを提供する企業です。航空機、航空機エンジン、産業用エンジン・タービン、発電設備、モバイル産業機器向け製品のほか、国防向け軍用装置・各種機器も供給しています。
BE vs WWD — 直接比較
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | ||
|---|---|---|
| 売上 | $772.8M | $996.5M |
| 純利益 | $1.4M | $133.7M |
| 粗利率 | 31.0% | 29.3% |
| 営業利益率 | 11.3% | 17.0% |
| 純利益率 | 0.2% | 13.4% |
| 売上前年比 | 36.3% | 29.0% |
| 純利益前年比 | -98.6% | 53.5% |
| EPS(希薄化後) | $99.91 | $2.17 |
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
| Q4 25 | $772.8M | $996.5M | ||
| Q3 25 | $513.3M | $995.3M | ||
| Q2 25 | $396.3M | $915.4M | ||
| Q1 25 | $319.3M | $883.6M | ||
| Q4 24 | $567.0M | $772.7M | ||
| Q3 24 | $321.8M | $854.5M | ||
| Q2 24 | $326.5M | $847.7M | ||
| Q1 24 | $226.1M | $835.3M |
| Q4 25 | $1.4M | $133.7M | ||
| Q3 25 | $-23.0M | $137.6M | ||
| Q2 25 | $-42.2M | $108.4M | ||
| Q1 25 | $-23.4M | $108.9M | ||
| Q4 24 | $105.2M | $87.1M | ||
| Q3 24 | $-14.6M | $83.3M | ||
| Q2 24 | $-61.2M | $102.1M | ||
| Q1 24 | $-56.5M | $97.6M |
| Q4 25 | 31.0% | 29.3% | ||
| Q3 25 | 29.5% | 27.9% | ||
| Q2 25 | 27.0% | 27.2% | ||
| Q1 25 | 27.8% | 27.2% | ||
| Q4 24 | 38.7% | 24.5% | ||
| Q3 24 | 24.5% | 24.3% | ||
| Q2 24 | 21.0% | 27.1% | ||
| Q1 24 | 16.8% | 28.1% |
| Q4 25 | 11.3% | 17.0% | ||
| Q3 25 | 1.5% | 16.1% | ||
| Q2 25 | -0.9% | 13.9% | ||
| Q1 25 | -6.0% | 15.0% | ||
| Q4 24 | 18.5% | 13.2% | ||
| Q3 24 | -3.0% | 11.9% | ||
| Q2 24 | -7.1% | 14.4% | ||
| Q1 24 | -21.7% | 14.4% |
| Q4 25 | 0.2% | 13.4% | ||
| Q3 25 | -4.5% | 13.8% | ||
| Q2 25 | -10.6% | 11.8% | ||
| Q1 25 | -7.3% | 12.3% | ||
| Q4 24 | 18.5% | 11.3% | ||
| Q3 24 | -4.5% | 9.7% | ||
| Q2 24 | -18.7% | 12.0% | ||
| Q1 24 | -25.0% | 11.7% |
| Q4 25 | $99.91 | $2.17 | ||
| Q3 25 | $-100.00 | $2.23 | ||
| Q2 25 | $-0.18 | $1.76 | ||
| Q1 25 | $-0.10 | $1.78 | ||
| Q4 24 | $0.45 | $1.42 | ||
| Q3 24 | $-0.06 | $1.36 | ||
| Q2 24 | $-0.27 | $1.63 | ||
| Q1 24 | $-0.25 | $1.56 |
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 | $2.5B | $454.2M |
| 総負債低いほど良い | $2.6B | — |
| 株主資本純資産 | $768.6M | $2.6B |
| 総資産 | $4.4B | $4.7B |
| 負債/資本比率低いほどレバレッジが低い | 3.41× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $2.5B | $454.2M | ||
| Q3 25 | $595.1M | $327.4M | ||
| Q2 25 | $574.8M | $473.2M | ||
| Q1 25 | $794.8M | $364.1M | ||
| Q4 24 | $802.9M | $283.7M | ||
| Q3 24 | $495.7M | $282.3M | ||
| Q2 24 | $581.7M | $308.3M | ||
| Q1 24 | $516.0M | $316.9M |
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $579.9M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $655.5M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $847.9M | — |
| Q4 25 | $768.6M | $2.6B | ||
| Q3 25 | $653.1M | $2.6B | ||
| Q2 25 | $594.6M | $2.5B | ||
| Q1 25 | $578.3M | $2.3B | ||
| Q4 24 | $562.5M | $2.2B | ||
| Q3 24 | $430.9M | $2.2B | ||
| Q2 24 | $423.3M | $2.2B | ||
| Q1 24 | $466.1M | $2.3B |
| Q4 25 | $4.4B | $4.7B | ||
| Q3 25 | $2.6B | $4.6B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.7B | $4.3B | ||
| Q3 24 | $2.6B | $4.4B | ||
| Q2 24 | $2.5B | $4.3B | ||
| Q1 24 | $2.3B | $4.4B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | 0.23× | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.62× | 0.30× | ||
| Q2 24 | 2.66× | — | ||
| Q1 24 | 1.82× | — |
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 | $418.1M | $114.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $395.1M | $70.3M |
| FCFマージンFCF / 売上 | 51.1% | 7.1% |
| 設備投資強度設備投資 / 売上 | 3.0% | 4.4% |
| キャッシュ転換率営業CF / 純利益 | 293.18× | 0.86× |
| 直近12ヶ月FCF直近4四半期 | $57.2M | $409.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $418.1M | $114.4M | ||
| Q3 25 | $19.7M | $233.3M | ||
| Q2 25 | $-213.1M | $125.6M | ||
| Q1 25 | $-110.7M | $77.8M | ||
| Q4 24 | $484.2M | $34.5M | ||
| Q3 24 | $-69.5M | $141.8M | ||
| Q2 24 | $-175.5M | $153.2M | ||
| Q1 24 | $-147.3M | $97.3M |
| Q4 25 | $395.1M | $70.3M | ||
| Q3 25 | $7.4M | $180.9M | ||
| Q2 25 | $-220.4M | $99.1M | ||
| Q1 25 | $-124.9M | $59.4M | ||
| Q4 24 | $473.1M | $942.0K | ||
| Q3 24 | $-83.8M | $117.7M | ||
| Q2 24 | $-187.5M | $137.3M | ||
| Q1 24 | $-168.7M | $82.8M |
| Q4 25 | 51.1% | 7.1% | ||
| Q3 25 | 1.4% | 18.2% | ||
| Q2 25 | -55.6% | 10.8% | ||
| Q1 25 | -39.1% | 6.7% | ||
| Q4 24 | 83.4% | 0.1% | ||
| Q3 24 | -26.0% | 13.8% | ||
| Q2 24 | -57.4% | 16.2% | ||
| Q1 24 | -74.6% | 9.9% |
| Q4 25 | 3.0% | 4.4% | ||
| Q3 25 | 2.4% | 5.3% | ||
| Q2 25 | 1.8% | 2.9% | ||
| Q1 25 | 4.5% | 2.1% | ||
| Q4 24 | 2.0% | 4.3% | ||
| Q3 24 | 4.4% | 2.8% | ||
| Q2 24 | 3.7% | 1.9% | ||
| Q1 24 | 9.5% | 1.7% |
| Q4 25 | 293.18× | 0.86× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 4.60× | 0.40× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.50× | ||
| Q1 24 | — | 1.00× |
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
| Products | $638.5M | 83% |
| Installation | $67.3M | 9% |
| Services | $61.7M | 8% |
| Electricity | $10.2M | 1% |
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |