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AFFILIATED MANAGERS GROUP, INC.（AMG）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
Bloom Energy Corp的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.3倍（$751.1M vs $556.6M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 9.4%，领先53.0%），AFFILIATED MANAGERS GROUP, INC.同比增速更快（6.2% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 5.5%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
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。
AMG vs BE — 直观对比
营收规模更大
BE
是对方的1.3倍
$556.6M
营收增速更快
AMG
高出9.6%
-3.4%
净利率更高
AMG
高出53.0%
9.4%
两年增速更快
BE
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $751.1M |
| 净利润 | $347.5M | $70.7M |
| 毛利率 | — | 30.0% |
| 营业利润率 | 94.4% | 17.3% |
| 净利率 | 62.4% | 9.4% |
| 营收同比 | 6.2% | -3.4% |
| 净利润同比 | 114.2% | 396.7% |
| 每股收益（稀释后） | $10.87 | $0.44 |
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AMGBE
| Q1 26 | — | $751.1M | ||
| Q4 25 | $556.6M | $772.8M | ||
| Q3 25 | $528.0M | $513.3M | ||
| Q2 25 | $493.2M | $396.3M | ||
| Q1 25 | $496.6M | $319.3M | ||
| Q4 24 | $524.3M | $567.0M | ||
| Q3 24 | $516.4M | $321.8M | ||
| Q2 24 | $500.3M | $326.5M |
净利润AMGBE
| Q1 26 | — | $70.7M | ||
| Q4 25 | $347.5M | $1.4M | ||
| Q3 25 | $212.4M | $-23.0M | ||
| Q2 25 | $84.3M | $-42.2M | ||
| Q1 25 | $72.4M | $-23.4M | ||
| Q4 24 | $162.2M | $105.2M | ||
| Q3 24 | $123.6M | $-14.6M | ||
| Q2 24 | $76.0M | $-61.2M |
毛利率AMGBE
| Q1 26 | — | 30.0% | ||
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 29.5% | ||
| Q2 25 | — | 27.0% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 38.7% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 21.0% |
营业利润率AMGBE
| Q1 26 | — | 17.3% | ||
| Q4 25 | 94.4% | 11.3% | ||
| Q3 25 | 68.7% | 1.5% | ||
| Q2 25 | 34.8% | -0.9% | ||
| Q1 25 | 25.5% | -6.0% | ||
| Q4 24 | 52.2% | 18.5% | ||
| Q3 24 | 42.0% | -3.0% | ||
| Q2 24 | 35.6% | -7.1% |
净利率AMGBE
| Q1 26 | — | 9.4% | ||
| Q4 25 | 62.4% | 0.2% | ||
| Q3 25 | 40.2% | -4.5% | ||
| Q2 25 | 17.1% | -10.6% | ||
| Q1 25 | 14.6% | -7.3% | ||
| Q4 24 | 30.9% | 18.5% | ||
| Q3 24 | 23.9% | -4.5% | ||
| Q2 24 | 15.2% | -18.7% |
每股收益（稀释后）AMGBE
| Q1 26 | — | $0.44 | ||
| Q4 25 | $10.87 | $99.91 | ||
| Q3 25 | $6.87 | $-100.00 | ||
| Q2 25 | $2.80 | $-0.18 | ||
| Q1 25 | $2.20 | $-0.10 | ||
| Q4 24 | $4.95 | $0.45 | ||
| Q3 24 | $3.78 | $-0.06 | ||
| Q2 24 | $2.26 | $-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 | $586.0M | — |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $948.0K |
| 总资产 | $9.2B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
现金及短期投资AMGBE
| Q1 26 | — | — | ||
| Q4 25 | $586.0M | $2.5B | ||
| Q3 25 | $476.1M | $595.1M | ||
| Q2 25 | $361.0M | $574.8M | ||
| Q1 25 | $816.5M | $794.8M | ||
| Q4 24 | $950.0M | $802.9M | ||
| Q3 24 | $1.0B | $495.7M | ||
| Q2 24 | $865.5M | $581.7M |
总债务AMGBE
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $2.6B | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.6B | $1.1B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.5B | $1.1B |
股东权益AMGBE
| Q1 26 | — | $948.0K | ||
| Q4 25 | $3.2B | $768.6M | ||
| Q3 25 | $3.3B | $653.1M | ||
| Q2 25 | $3.2B | $594.6M | ||
| Q1 25 | $3.2B | $578.3M | ||
| Q4 24 | $3.3B | $562.5M | ||
| Q3 24 | $3.3B | $430.9M | ||
| Q2 24 | $3.3B | $423.3M |
总资产AMGBE
| Q1 26 | — | $4.7B | ||
| Q4 25 | $9.2B | $4.4B | ||
| Q3 25 | $8.9B | $2.6B | ||
| Q2 25 | $8.8B | $2.5B | ||
| Q1 25 | $8.7B | $2.6B | ||
| Q4 24 | $8.8B | $2.7B | ||
| Q3 24 | $8.9B | $2.6B | ||
| Q2 24 | $8.8B | $2.5B |
负债/权益比AMGBE
| Q1 26 | — | — | ||
| Q4 25 | 0.83× | 3.41× | ||
| Q3 25 | 0.71× | 1.73× | ||
| Q2 25 | 0.81× | 1.91× | ||
| Q1 25 | 0.82× | 1.96× | ||
| Q4 24 | 0.78× | 2.01× | ||
| Q3 24 | 0.79× | 2.62× | ||
| Q2 24 | 0.76× | 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 | $256.4M | — |
| 自由现金流经营现金流 - 资本支出 | $254.5M | — |
| 自由现金流率自由现金流/营收 | 45.7% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $967.1M | — |
8季度趋势，按日历期对齐
经营现金流AMGBE
| Q1 26 | — | — | ||
| Q4 25 | $256.4M | $418.1M | ||
| Q3 25 | $277.1M | $19.7M | ||
| Q2 25 | $230.8M | $-213.1M | ||
| Q1 25 | $208.9M | $-110.7M | ||
| Q4 24 | $212.5M | $484.2M | ||
| Q3 24 | $265.2M | $-69.5M | ||
| Q2 24 | $245.2M | $-175.5M |
自由现金流AMGBE
| Q1 26 | — | — | ||
| Q4 25 | $254.5M | $395.1M | ||
| Q3 25 | $275.9M | $7.4M | ||
| Q2 25 | $229.4M | $-220.4M | ||
| Q1 25 | $207.3M | $-124.9M | ||
| Q4 24 | $211.4M | $473.1M | ||
| Q3 24 | $264.5M | $-83.8M | ||
| Q2 24 | $244.6M | $-187.5M |
自由现金流率AMGBE
| Q1 26 | — | — | ||
| Q4 25 | 45.7% | 51.1% | ||
| Q3 25 | 52.3% | 1.4% | ||
| Q2 25 | 46.5% | -55.6% | ||
| Q1 25 | 41.7% | -39.1% | ||
| Q4 24 | 40.3% | 83.4% | ||
| Q3 24 | 51.2% | -26.0% | ||
| Q2 24 | 48.9% | -57.4% |
资本支出强度AMGBE
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 3.0% | ||
| Q3 25 | 0.2% | 2.4% | ||
| Q2 25 | 0.3% | 1.8% | ||
| Q1 25 | 0.3% | 4.5% | ||
| Q4 24 | 0.2% | 2.0% | ||
| Q3 24 | 0.1% | 4.4% | ||
| Q2 24 | 0.1% | 3.7% |
现金转化率AMGBE
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 293.18× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | 2.89× | — | ||
| Q4 24 | 1.31× | 4.60× | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | 3.23× | — |
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
AMG
暂无分部数据
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |
