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Bloom Energy Corp（BE）与CoStar Group（CSGP）财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是Bloom Energy Corp的1.2倍（$899.9M vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs 5.2%，领先4.2%），Bloom Energy Corp同比增速更快（130.4% vs 26.9%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 17.1%）
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。
CoStar Group是1987年成立的美国商业地产服务商，总部位于弗吉尼亚州阿灵顿，业务覆盖北美、欧洲地区，为商业地产行业提供信息、分析及营销解决方案，旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
BE vs CSGP — 直观对比
营收规模更大
CSGP
是对方的1.2倍
$751.1M
营收增速更快
BE
高出103.5%
26.9%
净利率更高
BE
高出4.2%
5.2%
两年增速更快
BE
近两年复合增速
17.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $899.9M |
| 净利润 | $70.7M | $46.5M |
| 毛利率 | 30.0% | 78.6% |
| 营业利润率 | 17.3% | 5.5% |
| 净利率 | 9.4% | 5.2% |
| 营收同比 | 130.4% | 26.9% |
| 净利润同比 | — | -22.2% |
| 每股收益（稀释后） | $0.44 | $0.12 |
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BECSGP
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $899.9M | ||
| Q3 25 | $513.3M | $833.6M | ||
| Q2 25 | $396.3M | $781.3M | ||
| Q1 25 | $319.3M | $732.2M | ||
| Q4 24 | $567.0M | $709.4M | ||
| Q3 24 | $321.8M | $692.6M | ||
| Q2 24 | $326.5M | $677.8M |
净利润BECSGP
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $46.5M | ||
| Q3 25 | $-23.0M | $-30.9M | ||
| Q2 25 | $-42.2M | $6.2M | ||
| Q1 25 | $-23.4M | $-14.8M | ||
| Q4 24 | $105.2M | $59.8M | ||
| Q3 24 | $-14.6M | $53.0M | ||
| Q2 24 | $-61.2M | $19.2M |
毛利率BECSGP
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 78.6% | ||
| Q3 25 | 29.5% | 79.3% | ||
| Q2 25 | 27.0% | 78.5% | ||
| Q1 25 | 27.8% | 79.1% | ||
| Q4 24 | 38.7% | 80.1% | ||
| Q3 24 | 24.5% | 79.7% | ||
| Q2 24 | 21.0% | 80.0% |
营业利润率BECSGP
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 5.5% | ||
| Q3 25 | 1.5% | -6.1% | ||
| Q2 25 | -0.9% | -3.5% | ||
| Q1 25 | -6.0% | -5.8% | ||
| Q4 24 | 18.5% | 5.6% | ||
| Q3 24 | -3.0% | 3.4% | ||
| Q2 24 | -7.1% | -2.4% |
净利率BECSGP
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 5.2% | ||
| Q3 25 | -4.5% | -3.7% | ||
| Q2 25 | -10.6% | 0.8% | ||
| Q1 25 | -7.3% | -2.0% | ||
| Q4 24 | 18.5% | 8.4% | ||
| Q3 24 | -4.5% | 7.7% | ||
| Q2 24 | -18.7% | 2.8% |
每股收益（稀释后）BECSGP
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.12 | ||
| Q3 25 | $-100.00 | $-0.07 | ||
| Q2 25 | $-0.18 | $0.01 | ||
| Q1 25 | $-0.10 | $-0.04 | ||
| Q4 24 | $0.45 | $0.14 | ||
| Q3 24 | $-0.06 | $0.13 | ||
| Q2 24 | $-0.27 | $0.05 |
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 | — | $1.6B |
| 总债务越低越好 | — | $140.0M |
| 股东权益账面价值 | $948.0K | $8.3B |
| 总资产 | $4.7B | $10.5B |
| 负债/权益比越低杠杆越低 | — | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资BECSGP
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $595.1M | $1.9B | ||
| Q2 25 | $574.8M | $3.6B | ||
| Q1 25 | $794.8M | $3.7B | ||
| Q4 24 | $802.9M | $4.7B | ||
| Q3 24 | $495.7M | — | ||
| Q2 24 | $581.7M | — |
总债务BECSGP
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $140.0M | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $1.0B |
股东权益BECSGP
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $8.3B | ||
| Q3 25 | $653.1M | $8.6B | ||
| Q2 25 | $594.6M | $8.6B | ||
| Q1 25 | $578.3M | $8.6B | ||
| Q4 24 | $562.5M | $7.6B | ||
| Q3 24 | $430.9M | $7.5B | ||
| Q2 24 | $423.3M | $7.4B |
总资产BECSGP
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $10.5B | ||
| Q3 25 | $2.6B | $10.8B | ||
| Q2 25 | $2.5B | $10.5B | ||
| Q1 25 | $2.6B | $10.4B | ||
| Q4 24 | $2.7B | $9.3B | ||
| Q3 24 | $2.6B | $9.1B | ||
| Q2 24 | $2.5B | $9.1B |
负债/权益比BECSGP
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.02× | ||
| Q3 25 | 1.73× | 0.12× | ||
| Q2 25 | 1.91× | 0.12× | ||
| Q1 25 | 1.96× | 0.12× | ||
| Q4 24 | 2.01× | 0.13× | ||
| Q3 24 | 2.62× | 0.13× | ||
| Q2 24 | 2.66× | 0.14× |
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 | — | $162.1M |
| 自由现金流经营现金流 - 资本支出 | — | $101.3M |
| 自由现金流率自由现金流/营收 | — | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 现金转化率经营现金流/净利润 | — | 3.49× |
| 过去12个月自由现金流最近4个季度 | — | $123.0M |
8季度趋势，按日历期对齐
经营现金流BECSGP
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $162.1M | ||
| Q3 25 | $19.7M | $68.2M | ||
| Q2 25 | $-213.1M | $146.5M | ||
| Q1 25 | $-110.7M | $53.2M | ||
| Q4 24 | $484.2M | $94.6M | ||
| Q3 24 | $-69.5M | $100.3M | ||
| Q2 24 | $-175.5M | $58.1M |
自由现金流BECSGP
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $101.3M | ||
| Q3 25 | $7.4M | $-5.5M | ||
| Q2 25 | $-220.4M | $27.7M | ||
| Q1 25 | $-124.9M | $-500.0K | ||
| Q4 24 | $473.1M | $25.2M | ||
| Q3 24 | $-83.8M | $40.2M | ||
| Q2 24 | $-187.5M | $-14.7M |
自由现金流率BECSGP
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 11.3% | ||
| Q3 25 | 1.4% | -0.7% | ||
| Q2 25 | -55.6% | 3.5% | ||
| Q1 25 | -39.1% | -0.1% | ||
| Q4 24 | 83.4% | 3.6% | ||
| Q3 24 | -26.0% | 5.8% | ||
| Q2 24 | -57.4% | -2.2% |
资本支出强度BECSGP
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 6.8% | ||
| Q3 25 | 2.4% | 8.8% | ||
| Q2 25 | 1.8% | 15.2% | ||
| Q1 25 | 4.5% | 7.3% | ||
| Q4 24 | 2.0% | 9.8% | ||
| Q3 24 | 4.4% | 8.7% | ||
| Q2 24 | 3.7% | 10.7% |
现金转化率BECSGP
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 3.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 23.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | 1.58× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | — | 3.03× |
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% |
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
