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埃森哲（ACN）与Bloom Energy Corp（BE）财务数据对比。点击上方公司名可切换其他公司
埃森哲的季度营收约是Bloom Energy Corp的23.4倍（$18.0B vs $772.8M）。埃森哲净利率更高（10.1% vs 0.2%，领先9.9%）。Bloom Energy Corp同比增速更快（36.3% vs 8.3%）。埃森哲自由现金流更多（$3.7B vs $395.1M）。过去两年Bloom Energy Corp的营收复合增速更高（84.9% vs 4.7%）
埃森哲是总部位于爱尔兰都柏林的科技咨询企业，成立于1989年，业务覆盖全球120个国家和地区，面向各行业客户提供信息技术、管理咨询等专业服务，助力企业优化运营效率、实现数字化升级。
Bloom Energy Corp是一家能源技术企业，由印裔美国工程师、发明家、企业家KR·斯里达尔创立，他同时担任公司董事长兼首席执行官。斯里达尔此前曾任亚利桑那大学航空航天与机械工程教授、空间技术实验室主任，曾为NASA提供顾问服务，现为美国国家工程院院士。
ACN vs BE — 直观对比
营收规模更大
ACN
是对方的23.4倍
$772.8M
营收增速更快
BE
高出28.0%
8.3%
净利率更高
ACN
高出9.9%
0.2%
自由现金流更多
ACN
多$3.3B
$395.1M
两年增速更快
BE
近两年复合增速
4.7%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $772.8M |
| 净利润 | $1.8B | $1.4M |
| 毛利率 | 30.3% | 31.0% |
| 营业利润率 | 13.8% | 11.3% |
| 净利率 | 10.1% | 0.2% |
| 营收同比 | 8.3% | 36.3% |
| 净利润同比 | 2.1% | -98.6% |
| 每股收益（稀释后） | $2.93 | $99.91 |
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ACNBE
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $772.8M | ||
| Q3 25 | $17.6B | $513.3M | ||
| Q2 25 | $17.7B | $396.3M | ||
| Q1 25 | $16.7B | $319.3M | ||
| Q4 24 | $17.7B | $567.0M | ||
| Q3 24 | $16.4B | $321.8M | ||
| Q2 24 | $16.5B | $326.5M |
净利润ACNBE
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $1.4M | ||
| Q3 25 | $1.4B | $-23.0M | ||
| Q2 25 | $2.2B | $-42.2M | ||
| Q1 25 | $1.8B | $-23.4M | ||
| Q4 24 | $2.3B | $105.2M | ||
| Q3 24 | $1.7B | $-14.6M | ||
| Q2 24 | $1.9B | $-61.2M |
毛利率ACNBE
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | 31.0% | ||
| Q3 25 | 31.9% | 29.5% | ||
| Q2 25 | 32.9% | 27.0% | ||
| Q1 25 | 29.9% | 27.8% | ||
| Q4 24 | 32.9% | 38.7% | ||
| Q3 24 | 32.5% | 24.5% | ||
| Q2 24 | 33.4% | 21.0% |
营业利润率ACNBE
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | 11.3% | ||
| Q3 25 | 11.6% | 1.5% | ||
| Q2 25 | 16.8% | -0.9% | ||
| Q1 25 | 13.5% | -6.0% | ||
| Q4 24 | 16.7% | 18.5% | ||
| Q3 24 | 14.3% | -3.0% | ||
| Q2 24 | 16.0% | -7.1% |
净利率ACNBE
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | 0.2% | ||
| Q3 25 | 8.0% | -4.5% | ||
| Q2 25 | 12.4% | -10.6% | ||
| Q1 25 | 10.7% | -7.3% | ||
| Q4 24 | 12.9% | 18.5% | ||
| Q3 24 | 10.3% | -4.5% | ||
| Q2 24 | 11.7% | -18.7% |
每股收益（稀释后）ACNBE
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $99.91 | ||
| Q3 25 | $2.25 | $-100.00 | ||
| Q2 25 | $3.49 | $-0.18 | ||
| Q1 25 | $2.82 | $-0.10 | ||
| Q4 24 | $3.59 | $0.45 | ||
| Q3 24 | $2.67 | $-0.06 | ||
| Q2 24 | $3.04 | $-0.27 |
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 | $9.4B | $2.5B |
| 总债务越低越好 | $5.0B | $2.6B |
| 股东权益账面价值 | $31.2B | $768.6M |
| 总资产 | $67.1B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.16× | 3.41× |
8季度趋势，按日历期对齐
现金及短期投资ACNBE
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $2.5B | ||
| Q3 25 | $11.5B | $595.1M | ||
| Q2 25 | $9.6B | $574.8M | ||
| Q1 25 | $8.5B | $794.8M | ||
| Q4 24 | $8.3B | $802.9M | ||
| Q3 24 | $5.0B | $495.7M | ||
| Q2 24 | $5.5B | $581.7M |
总债务ACNBE
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | $2.6B | ||
| Q3 25 | $5.0B | $1.1B | ||
| Q2 25 | $5.0B | $1.1B | ||
| Q1 25 | $5.0B | $1.1B | ||
| Q4 24 | $5.0B | $1.1B | ||
| Q3 24 | $78.6M | $1.1B | ||
| Q2 24 | $68.9M | $1.1B |
股东权益ACNBE
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $768.6M | ||
| Q3 25 | $31.2B | $653.1M | ||
| Q2 25 | $30.6B | $594.6M | ||
| Q1 25 | $29.2B | $578.3M | ||
| Q4 24 | $29.2B | $562.5M | ||
| Q3 24 | $28.3B | $430.9M | ||
| Q2 24 | $27.7B | $423.3M |
总资产ACNBE
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $4.4B | ||
| Q3 25 | $65.4B | $2.6B | ||
| Q2 25 | $63.4B | $2.5B | ||
| Q1 25 | $59.9B | $2.6B | ||
| Q4 24 | $59.9B | $2.7B | ||
| Q3 24 | $55.9B | $2.6B | ||
| Q2 24 | $54.1B | $2.5B |
负债/权益比ACNBE
| Q1 26 | 0.16× | — | ||
| Q4 25 | 0.16× | 3.41× | ||
| Q3 25 | 0.16× | 1.73× | ||
| Q2 25 | 0.16× | 1.91× | ||
| Q1 25 | 0.17× | 1.96× | ||
| Q4 24 | 0.17× | 2.01× | ||
| Q3 24 | 0.00× | 2.62× | ||
| Q2 24 | 0.00× | 2.66× |
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 | $3.8B | $418.1M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $395.1M |
| 自由现金流率自由现金流/营收 | 20.3% | 51.1% |
| 资本支出强度资本支出/营收 | 0.8% | 3.0% |
| 现金转化率经营现金流/净利润 | 2.09× | 293.18× |
| 过去12个月自由现金流最近4个季度 | $12.5B | $57.2M |
8季度趋势，按日历期对齐
经营现金流ACNBE
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $418.1M | ||
| Q3 25 | $3.9B | $19.7M | ||
| Q2 25 | $3.7B | $-213.1M | ||
| Q1 25 | $2.9B | $-110.7M | ||
| Q4 24 | $1.0B | $484.2M | ||
| Q3 24 | $3.4B | $-69.5M | ||
| Q2 24 | $3.1B | $-175.5M |
自由现金流ACNBE
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $395.1M | ||
| Q3 25 | $3.8B | $7.4M | ||
| Q2 25 | $3.5B | $-220.4M | ||
| Q1 25 | $2.7B | $-124.9M | ||
| Q4 24 | $870.3M | $473.1M | ||
| Q3 24 | $3.2B | $-83.8M | ||
| Q2 24 | $3.0B | $-187.5M |
自由现金流率ACNBE
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | 51.1% | ||
| Q3 25 | 21.6% | 1.4% | ||
| Q2 25 | 19.8% | -55.6% | ||
| Q1 25 | 16.1% | -39.1% | ||
| Q4 24 | 4.9% | 83.4% | ||
| Q3 24 | 19.4% | -26.0% | ||
| Q2 24 | 18.3% | -57.4% |
资本支出强度ACNBE
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 3.0% | ||
| Q3 25 | 0.6% | 2.4% | ||
| Q2 25 | 1.0% | 1.8% | ||
| Q1 25 | 1.0% | 4.5% | ||
| Q4 24 | 0.9% | 2.0% | ||
| Q3 24 | 1.3% | 4.4% | ||
| Q2 24 | 0.8% | 3.7% |
现金转化率ACNBE
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | 293.18× | ||
| Q3 25 | 2.77× | — | ||
| Q2 25 | 1.68× | — | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 0.45× | 4.60× | ||
| Q3 24 | 2.01× | — | ||
| Q2 24 | 1.63× | — |
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
ACN
| Products | $5.5B | 30% |
| Health And Public Service | $3.7B | 20% |
| Financial Services Sector | $3.4B | 19% |
| Communications Media And Technology | $3.1B | 17% |
| Resources | $2.4B | 13% |
BE
| Products | $638.5M | 83% |
| Installation | $67.3M | 9% |
| Services | $61.7M | 8% |
| Electricity | $10.2M | 1% |
