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Bloom Energy Corp（BE）与达美乐（DPZ）财务数据对比。点击上方公司名可切换其他公司
达美乐的季度营收约是Bloom Energy Corp的1.5倍（$1.2B vs $751.1M），达美乐净利率更高（12.2% vs 9.4%，领先2.7%），达美乐同比增速更快（3.5% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 3.0%）
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。
达美乐是1960年成立的美国跨国披萨连锁品牌，注册地位于特拉华州，总部坐落在密歇根州安娜堡附近的安娜堡镇达美乐农场办公园区。截至2018年，品牌已在全球83个国家和地区的5701座城市开设约15000家门店，其中美国、印度、英国分别有5649家、1500家和1249家门店。
BE vs DPZ — 直观对比
营收规模更大
DPZ
是对方的1.5倍
$751.1M
营收增速更快
DPZ
高出6.9%
-3.4%
净利率更高
DPZ
高出2.7%
9.4%
两年增速更快
BE
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.2B |
| 净利润 | $70.7M | $139.8M |
| 毛利率 | 30.0% | 40.4% |
| 营业利润率 | 17.3% | 20.0% |
| 净利率 | 9.4% | 12.2% |
| 营收同比 | -3.4% | 3.5% |
| 净利润同比 | 396.7% | -6.6% |
| 每股收益（稀释后） | $0.44 | $4.13 |
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BEDPZ
| Q1 26 | $751.1M | $1.2B | ||
| Q4 25 | $772.8M | — | ||
| Q3 25 | $513.3M | $1.1B | ||
| Q2 25 | $396.3M | $1.1B | ||
| Q1 25 | $319.3M | $1.1B | ||
| Q4 24 | $567.0M | $1.4B | ||
| Q3 24 | $321.8M | $1.1B | ||
| Q2 24 | $326.5M | $1.1B |
净利润BEDPZ
| Q1 26 | $70.7M | $139.8M | ||
| Q4 25 | $1.4M | — | ||
| Q3 25 | $-23.0M | $139.3M | ||
| Q2 25 | $-42.2M | $131.1M | ||
| Q1 25 | $-23.4M | $149.7M | ||
| Q4 24 | $105.2M | $169.4M | ||
| Q3 24 | $-14.6M | $146.9M | ||
| Q2 24 | $-61.2M | $142.0M |
毛利率BEDPZ
| Q1 26 | 30.0% | 40.4% | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | 40.1% | ||
| Q2 25 | 27.0% | 40.3% | ||
| Q1 25 | 27.8% | 39.8% | ||
| Q4 24 | 38.7% | 39.2% | ||
| Q3 24 | 24.5% | 39.2% | ||
| Q2 24 | 21.0% | 39.8% |
营业利润率BEDPZ
| Q1 26 | 17.3% | 20.0% | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 1.5% | 19.5% | ||
| Q2 25 | -0.9% | 19.7% | ||
| Q1 25 | -6.0% | 18.9% | ||
| Q4 24 | 18.5% | 19.0% | ||
| Q3 24 | -3.0% | 18.4% | ||
| Q2 24 | -7.1% | 17.9% |
净利率BEDPZ
| Q1 26 | 9.4% | 12.2% | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | -4.5% | 12.1% | ||
| Q2 25 | -10.6% | 11.4% | ||
| Q1 25 | -7.3% | 13.5% | ||
| Q4 24 | 18.5% | 11.7% | ||
| Q3 24 | -4.5% | 13.6% | ||
| Q2 24 | -18.7% | 12.9% |
每股收益（稀释后）BEDPZ
| Q1 26 | $0.44 | $4.13 | ||
| Q4 25 | $99.91 | — | ||
| Q3 25 | $-100.00 | $4.08 | ||
| Q2 25 | $-0.18 | $3.81 | ||
| Q1 25 | $-0.10 | $4.33 | ||
| Q4 24 | $0.45 | $4.89 | ||
| Q3 24 | $-0.06 | $4.19 | ||
| Q2 24 | $-0.27 | $4.03 |
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 | — | $232.9M |
| 总债务越低越好 | — | $4.9B |
| 股东权益账面价值 | $948.0K | — |
| 总资产 | $4.7B | $1.8B |
| 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BEDPZ
| Q1 26 | — | $232.9M | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $595.1M | $139.7M | ||
| Q2 25 | $574.8M | $272.9M | ||
| Q1 25 | $794.8M | $304.3M | ||
| Q4 24 | $802.9M | $186.1M | ||
| Q3 24 | $495.7M | $189.1M | ||
| Q2 24 | $581.7M | $283.7M |
总债务BEDPZ
| Q1 26 | — | $4.9B | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $4.8B | ||
| Q2 25 | $1.1B | $3.8B | ||
| Q1 25 | $1.1B | $3.8B | ||
| Q4 24 | $1.1B | $3.8B | ||
| Q3 24 | $1.1B | $5.0B | ||
| Q2 24 | $1.1B | $5.0B |
股东权益BEDPZ
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | — | ||
| Q3 25 | $653.1M | $-4.0B | ||
| Q2 25 | $594.6M | $-4.0B | ||
| Q1 25 | $578.3M | $-3.9B | ||
| Q4 24 | $562.5M | $-4.0B | ||
| Q3 24 | $430.9M | $-4.0B | ||
| Q2 24 | $423.3M | $-3.9B |
总资产BEDPZ
| Q1 26 | $4.7B | $1.8B | ||
| Q4 25 | $4.4B | — | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.5B | $1.9B |
负债/权益比BEDPZ
| 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 | — | $162.0M |
| 自由现金流经营现金流 - 资本支出 | — | $147.0M |
| 自由现金流率自由现金流/营收 | — | 12.8% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | 1.16× |
| 过去12个月自由现金流最近4个季度 | — | $642.6M |
8季度趋势，按日历期对齐
经营现金流BEDPZ
| Q1 26 | — | $162.0M | ||
| Q4 25 | $418.1M | — | ||
| Q3 25 | $19.7M | $185.4M | ||
| Q2 25 | $-213.1M | $187.8M | ||
| Q1 25 | $-110.7M | $179.1M | ||
| Q4 24 | $484.2M | $178.0M | ||
| Q3 24 | $-69.5M | $172.7M | ||
| Q2 24 | $-175.5M | $150.7M |
自由现金流BEDPZ
| Q1 26 | — | $147.0M | ||
| Q4 25 | $395.1M | — | ||
| Q3 25 | $7.4M | $164.0M | ||
| Q2 25 | $-220.4M | $167.3M | ||
| Q1 25 | $-124.9M | $164.3M | ||
| Q4 24 | $473.1M | $135.9M | ||
| Q3 24 | $-83.8M | $145.6M | ||
| Q2 24 | $-187.5M | $127.2M |
自由现金流率BEDPZ
| Q1 26 | — | 12.8% | ||
| Q4 25 | 51.1% | — | ||
| Q3 25 | 1.4% | 14.3% | ||
| Q2 25 | -55.6% | 14.6% | ||
| Q1 25 | -39.1% | 14.8% | ||
| Q4 24 | 83.4% | 9.4% | ||
| Q3 24 | -26.0% | 13.5% | ||
| Q2 24 | -57.4% | 11.6% |
资本支出强度BEDPZ
| Q1 26 | — | 1.3% | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.4% | 1.9% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 4.5% | 1.3% | ||
| Q4 24 | 2.0% | 2.9% | ||
| Q3 24 | 4.4% | 2.5% | ||
| Q2 24 | 3.7% | 2.1% |
现金转化率BEDPZ
| Q1 26 | — | 1.16× | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 1.43× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | 4.60× | 1.05× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.06× |
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% |
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
