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亚玛芬体育(AS)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
亚玛芬体育的季度营收约是Bloom Energy Corp的1.4倍($1.1B vs $751.1M),Bloom Energy Corp净利率更高(9.4% vs 1.8%,领先7.6%)
亚玛芬体育是芬兰跨国运动装备企业,总部位于赫尔辛基,成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团,后逐步转型专注于体育用品的生产与营销,现有员工超9700人,2018年起成为中国安踏体育旗下子公司。
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。
AS vs BE — 直观对比
营收规模更大
AS
是对方的1.4倍
$751.1M
净利率更高
BE
高出7.6%
1.8%
损益表 — Q1 FY2024 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $751.1M |
| 净利润 | $19.0M | $70.7M |
| 毛利率 | 52.8% | 30.0% |
| 营业利润率 | 12.4% | 17.3% |
| 净利率 | 1.8% | 9.4% |
| 营收同比 | — | -3.4% |
| 净利润同比 | — | 396.7% |
| 每股收益(稀释后) | $0.05 | $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
AS
BE
| Q1 26 | — | $751.1M | ||
| Q4 25 | — | $772.8M | ||
| Q3 25 | — | $513.3M | ||
| Q2 25 | — | $396.3M | ||
| Q1 25 | — | $319.3M | ||
| Q4 24 | — | $567.0M | ||
| Q3 24 | — | $321.8M | ||
| Q2 24 | — | $326.5M |
净利润
AS
BE
| Q1 26 | — | $70.7M | ||
| Q4 25 | — | $1.4M | ||
| Q3 25 | — | $-23.0M | ||
| Q2 25 | — | $-42.2M | ||
| Q1 25 | — | $-23.4M | ||
| Q4 24 | — | $105.2M | ||
| Q3 24 | — | $-14.6M | ||
| Q2 24 | — | $-61.2M |
毛利率
AS
BE
| 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
AS
BE
| Q1 26 | — | 17.3% | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | -3.0% | ||
| Q2 24 | — | -7.1% |
净利率
AS
BE
| Q1 26 | — | 9.4% | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | — | -10.6% | ||
| Q1 25 | — | -7.3% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | -4.5% | ||
| Q2 24 | — | -18.7% |
每股收益(稀释后)
AS
BE
| Q1 26 | — | $0.44 | ||
| Q4 25 | — | $99.91 | ||
| Q3 25 | — | $-100.00 | ||
| Q2 25 | — | $-0.18 | ||
| Q1 25 | — | $-0.10 | ||
| Q4 24 | — | $0.45 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | — | $-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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $948.0K |
| 总资产 | — | $4.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
AS
BE
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $595.1M | ||
| Q2 25 | — | $574.8M | ||
| Q1 25 | — | $794.8M | ||
| Q4 24 | — | $802.9M | ||
| Q3 24 | — | $495.7M | ||
| Q2 24 | — | $581.7M |
总债务
AS
BE
| 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 |
股东权益
AS
BE
| Q1 26 | — | $948.0K | ||
| Q4 25 | — | $768.6M | ||
| Q3 25 | — | $653.1M | ||
| Q2 25 | — | $594.6M | ||
| Q1 25 | — | $578.3M | ||
| Q4 24 | — | $562.5M | ||
| Q3 24 | — | $430.9M | ||
| Q2 24 | — | $423.3M |
总资产
AS
BE
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.5B |
负债/权益比
AS
BE
| 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× |
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 | $114.3M | — |
| 自由现金流经营现金流 - 资本支出 | $92.2M | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 6.02× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
AS
BE
| Q1 26 | — | — | ||
| Q4 25 | — | $418.1M | ||
| Q3 25 | — | $19.7M | ||
| Q2 25 | — | $-213.1M | ||
| Q1 25 | — | $-110.7M | ||
| Q4 24 | — | $484.2M | ||
| Q3 24 | — | $-69.5M | ||
| Q2 24 | — | $-175.5M |
自由现金流
AS
BE
| Q1 26 | — | — | ||
| Q4 25 | — | $395.1M | ||
| Q3 25 | — | $7.4M | ||
| Q2 25 | — | $-220.4M | ||
| Q1 25 | — | $-124.9M | ||
| Q4 24 | — | $473.1M | ||
| Q3 24 | — | $-83.8M | ||
| Q2 24 | — | $-187.5M |
自由现金流率
AS
BE
| Q1 26 | — | — | ||
| Q4 25 | — | 51.1% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | -55.6% | ||
| Q1 25 | — | -39.1% | ||
| Q4 24 | — | 83.4% | ||
| Q3 24 | — | -26.0% | ||
| Q2 24 | — | -57.4% |
资本支出强度
AS
BE
| Q1 26 | — | — | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 3.7% |
现金转化率
AS
BE
| Q1 26 | — | — | ||
| Q4 25 | — | 293.18× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.60× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |