vs
Bloom Energy Corp（BE）与COMPASS MINERALS INTERNATIONAL INC（CMP）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COMPASS MINERALS INTERNATIONAL INC的1.9倍（$751.1M vs $396.1M），Bloom Energy Corp净利率更高（9.4% vs 4.7%，领先4.7%），Bloom Energy Corp同比增速更快（130.4% vs 28.9%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 4.3%）
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。
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
BE vs CMP — 直观对比
营收规模更大
BE
是对方的1.9倍
$396.1M
营收增速更快
BE
高出101.4%
28.9%
净利率更高
BE
高出4.7%
4.7%
两年增速更快
BE
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $396.1M |
| 净利润 | $70.7M | $18.6M |
| 毛利率 | 30.0% | 16.0% |
| 营业利润率 | 17.3% | 9.2% |
| 净利率 | 9.4% | 4.7% |
| 营收同比 | 130.4% | 28.9% |
| 净利润同比 | — | 178.8% |
| 每股收益（稀释后） | $0.44 | $0.43 |
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BECMP
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $396.1M | ||
| Q3 25 | $513.3M | $227.5M | ||
| Q2 25 | $396.3M | $214.6M | ||
| Q1 25 | $319.3M | $494.6M | ||
| Q4 24 | $567.0M | $307.2M | ||
| Q3 24 | $321.8M | $208.8M | ||
| Q2 24 | $326.5M | $202.9M |
净利润BECMP
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $18.6M | ||
| Q3 25 | $-23.0M | $-7.2M | ||
| Q2 25 | $-42.2M | $-17.0M | ||
| Q1 25 | $-23.4M | $-32.0M | ||
| Q4 24 | $105.2M | $-23.6M | ||
| Q3 24 | $-14.6M | $-48.3M | ||
| Q2 24 | $-61.2M | $-43.6M |
毛利率BECMP
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 16.0% | ||
| Q3 25 | 29.5% | 16.9% | ||
| Q2 25 | 27.0% | 19.2% | ||
| Q1 25 | 27.8% | 15.5% | ||
| Q4 24 | 38.7% | 11.2% | ||
| Q3 24 | 24.5% | 9.3% | ||
| Q2 24 | 21.0% | 16.1% |
营业利润率BECMP
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 9.2% | ||
| Q3 25 | 1.5% | 5.3% | ||
| Q2 25 | -0.9% | 7.4% | ||
| Q1 25 | -6.0% | -0.6% | ||
| Q4 24 | 18.5% | 0.2% | ||
| Q3 24 | -3.0% | -14.3% | ||
| Q2 24 | -7.1% | 2.9% |
净利率BECMP
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 4.7% | ||
| Q3 25 | -4.5% | -3.2% | ||
| Q2 25 | -10.6% | -7.9% | ||
| Q1 25 | -7.3% | -6.5% | ||
| Q4 24 | 18.5% | -7.7% | ||
| Q3 24 | -4.5% | -23.1% | ||
| Q2 24 | -18.7% | -21.5% |
每股收益（稀释后）BECMP
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.43 | ||
| Q3 25 | $-100.00 | — | ||
| Q2 25 | $-0.18 | $-0.41 | ||
| Q1 25 | $-0.10 | $-0.77 | ||
| Q4 24 | $0.45 | $-0.57 | ||
| Q3 24 | $-0.06 | $-1.17 | ||
| Q2 24 | $-0.27 | $-1.05 |
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 | — | $46.7M |
| 总债务越低越好 | — | $890.0M |
| 股东权益账面价值 | $948.0K | $260.5M |
| 总资产 | $4.7B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 3.42× |
8季度趋势，按日历期对齐
现金及短期投资BECMP
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $46.7M | ||
| Q3 25 | $595.1M | $59.7M | ||
| Q2 25 | $574.8M | $79.4M | ||
| Q1 25 | $794.8M | $49.5M | ||
| Q4 24 | $802.9M | $45.8M | ||
| Q3 24 | $495.7M | $20.2M | ||
| Q2 24 | $581.7M | $12.8M |
总债务BECMP
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $890.0M | ||
| Q3 25 | $1.1B | $839.8M | ||
| Q2 25 | $1.1B | $833.4M | ||
| Q1 25 | $1.1B | $807.6M | ||
| Q4 24 | $1.1B | $974.4M | ||
| Q3 24 | $1.1B | $921.2M | ||
| Q2 24 | $1.1B | $875.1M |
股东权益BECMP
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $260.5M | ||
| Q3 25 | $653.1M | $234.1M | ||
| Q2 25 | $594.6M | $249.8M | ||
| Q1 25 | $578.3M | $236.5M | ||
| Q4 24 | $562.5M | $263.0M | ||
| Q3 24 | $430.9M | $316.6M | ||
| Q2 24 | $423.3M | $352.1M |
总资产BECMP
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.5B | ||
| Q3 25 | $2.6B | $1.5B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.6B | $1.6B | ||
| Q2 24 | $2.5B | $1.6B |
负债/权益比BECMP
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 3.42× | ||
| Q3 25 | 1.73× | 3.59× | ||
| Q2 25 | 1.91× | 3.34× | ||
| Q1 25 | 1.96× | 3.41× | ||
| Q4 24 | 2.01× | 3.70× | ||
| Q3 24 | 2.62× | 2.91× | ||
| Q2 24 | 2.66× | 2.49× |
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 | — | $-37.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-59.8M |
| 自由现金流率自由现金流/营收 | — | -15.1% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 现金转化率经营现金流/净利润 | — | -1.99× |
| 过去12个月自由现金流最近4个季度 | — | $94.1M |
8季度趋势，按日历期对齐
经营现金流BECMP
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $-37.0M | ||
| Q3 25 | $19.7M | $-6.9M | ||
| Q2 25 | $-213.1M | $21.8M | ||
| Q1 25 | $-110.7M | $186.9M | ||
| Q4 24 | $484.2M | $-4.1M | ||
| Q3 24 | $-69.5M | $-12.7M | ||
| Q2 24 | $-175.5M | $-6.8M |
自由现金流BECMP
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $-59.8M | ||
| Q3 25 | $7.4M | $-22.8M | ||
| Q2 25 | $-220.4M | $3.8M | ||
| Q1 25 | $-124.9M | $172.9M | ||
| Q4 24 | $473.1M | $-25.9M | ||
| Q3 24 | $-83.8M | $-33.6M | ||
| Q2 24 | $-187.5M | $-21.5M |
自由现金流率BECMP
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | -15.1% | ||
| Q3 25 | 1.4% | -10.0% | ||
| Q2 25 | -55.6% | 1.8% | ||
| Q1 25 | -39.1% | 35.0% | ||
| Q4 24 | 83.4% | -8.4% | ||
| Q3 24 | -26.0% | -16.1% | ||
| Q2 24 | -57.4% | -10.6% |
资本支出强度BECMP
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.8% | ||
| Q3 25 | 2.4% | 7.0% | ||
| Q2 25 | 1.8% | 8.4% | ||
| Q1 25 | 4.5% | 2.8% | ||
| Q4 24 | 2.0% | 7.1% | ||
| Q3 24 | 4.4% | 10.0% | ||
| Q2 24 | 3.7% | 7.2% |
现金转化率BECMP
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | -1.99× | ||
| 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
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
