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Bloom Energy Corp（BE）与礼蓝动物保健（ELAN）财务数据对比。点击上方公司名可切换其他公司
礼蓝动物保健的季度营收约是Bloom Energy Corp的1.5倍（$1.1B vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs -24.1%，领先33.5%），礼蓝动物保健同比增速更快（12.2% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs -2.6%）
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。
礼蓝动物保健是一家美国动物保健制药企业，专注于生产宠物及家畜用药品与疫苗。该公司原为礼来公司旗下子公司，2019年完成分拆独立，目前是全球第三大动物保健企业。
BE vs ELAN — 直观对比
营收规模更大
ELAN
是对方的1.5倍
$751.1M
营收增速更快
ELAN
高出15.6%
-3.4%
净利率更高
BE
高出33.5%
-24.1%
两年增速更快
BE
近两年复合增速
-2.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.1B |
| 净利润 | $70.7M | $-276.0M |
| 毛利率 | 30.0% | 51.5% |
| 营业利润率 | 17.3% | -22.6% |
| 净利率 | 9.4% | -24.1% |
| 营收同比 | -3.4% | 12.2% |
| 净利润同比 | 396.7% | -3350.0% |
| 每股收益（稀释后） | $0.44 | $-0.55 |
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BEELAN
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.1B | ||
| Q3 25 | $513.3M | $1.1B | ||
| Q2 25 | $396.3M | $1.2B | ||
| Q1 25 | $319.3M | $1.2B | ||
| Q4 24 | $567.0M | $1.0B | ||
| Q3 24 | $321.8M | $1.0B | ||
| Q2 24 | $326.5M | $1.2B |
净利润BEELAN
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-276.0M | ||
| Q3 25 | $-23.0M | $-34.0M | ||
| Q2 25 | $-42.2M | $11.0M | ||
| Q1 25 | $-23.4M | $67.0M | ||
| Q4 24 | $105.2M | $-8.0M | ||
| Q3 24 | $-14.6M | $364.0M | ||
| Q2 24 | $-61.2M | $-50.0M |
毛利率BEELAN
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 51.5% | ||
| Q3 25 | 29.5% | 53.4% | ||
| Q2 25 | 27.0% | 57.5% | ||
| Q1 25 | 27.8% | 57.3% | ||
| Q4 24 | 38.7% | 50.9% | ||
| Q3 24 | 24.5% | 52.2% | ||
| Q2 24 | 21.0% | 58.2% |
营业利润率BEELAN
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | -22.6% | ||
| Q3 25 | 1.5% | -4.4% | ||
| Q2 25 | -0.9% | 2.0% | ||
| Q1 25 | -6.0% | 5.0% | ||
| Q4 24 | 18.5% | -5.0% | ||
| Q3 24 | -3.0% | 54.3% | ||
| Q2 24 | -7.1% | -2.7% |
净利率BEELAN
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -24.1% | ||
| Q3 25 | -4.5% | -3.0% | ||
| Q2 25 | -10.6% | 0.9% | ||
| Q1 25 | -7.3% | 5.6% | ||
| Q4 24 | 18.5% | -0.8% | ||
| Q3 24 | -4.5% | 35.3% | ||
| Q2 24 | -18.7% | -4.2% |
每股收益（稀释后）BEELAN
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $-0.55 | ||
| Q3 25 | $-100.00 | $-0.07 | ||
| Q2 25 | $-0.18 | $0.02 | ||
| Q1 25 | $-0.10 | $0.13 | ||
| Q4 24 | $0.45 | $-0.01 | ||
| Q3 24 | $-0.06 | $0.73 | ||
| Q2 24 | $-0.27 | $-0.10 |
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 | — | $545.0M |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $948.0K | $6.5B |
| 总资产 | $4.7B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资BEELAN
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $545.0M | ||
| Q3 25 | $595.1M | $505.0M | ||
| Q2 25 | $574.8M | $539.0M | ||
| Q1 25 | $794.8M | $487.0M | ||
| Q4 24 | $802.9M | $468.0M | ||
| Q3 24 | $495.7M | $490.0M | ||
| Q2 24 | $581.7M | $416.0M |
总债务BEELAN
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $3.9B | ||
| Q3 25 | $1.1B | $4.0B | ||
| Q2 25 | $1.1B | $4.1B | ||
| Q1 25 | $1.1B | $4.4B | ||
| Q4 24 | $1.1B | $4.3B | ||
| Q3 24 | $1.1B | $4.4B | ||
| Q2 24 | $1.1B | $5.7B |
股东权益BEELAN
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $6.5B | ||
| Q3 25 | $653.1M | $6.7B | ||
| Q2 25 | $594.6M | $6.8B | ||
| Q1 25 | $578.3M | $6.4B | ||
| Q4 24 | $562.5M | $6.1B | ||
| Q3 24 | $430.9M | $6.5B | ||
| Q2 24 | $423.3M | $5.9B |
总资产BEELAN
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $13.4B | ||
| Q3 25 | $2.6B | $13.6B | ||
| Q2 25 | $2.5B | $13.7B | ||
| Q1 25 | $2.6B | $12.9B | ||
| Q4 24 | $2.7B | $12.6B | ||
| Q3 24 | $2.6B | $13.3B | ||
| Q2 24 | $2.5B | $13.8B |
负债/权益比BEELAN
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.60× | ||
| Q3 25 | 1.73× | 0.59× | ||
| Q2 25 | 1.91× | 0.61× | ||
| Q1 25 | 1.96× | 0.69× | ||
| Q4 24 | 2.01× | 0.70× | ||
| Q3 24 | 2.62× | 0.67× | ||
| Q2 24 | 2.66× | 0.96× |
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 | — | $108.0M |
| 自由现金流经营现金流 - 资本支出 | — | $46.0M |
| 自由现金流率自由现金流/营收 | — | 4.0% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $284.0M |
8季度趋势，按日历期对齐
经营现金流BEELAN
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $108.0M | ||
| Q3 25 | $19.7M | $219.0M | ||
| Q2 25 | $-213.1M | $237.0M | ||
| Q1 25 | $-110.7M | $-4.0M | ||
| Q4 24 | $484.2M | $177.0M | ||
| Q3 24 | $-69.5M | $162.0M | ||
| Q2 24 | $-175.5M | $200.0M |
自由现金流BEELAN
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $46.0M | ||
| Q3 25 | $7.4M | $127.0M | ||
| Q2 25 | $-220.4M | $180.0M | ||
| Q1 25 | $-124.9M | $-69.0M | ||
| Q4 24 | $473.1M | $130.0M | ||
| Q3 24 | $-83.8M | $120.0M | ||
| Q2 24 | $-187.5M | $166.0M |
自由现金流率BEELAN
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 4.0% | ||
| Q3 25 | 1.4% | 11.2% | ||
| Q2 25 | -55.6% | 14.5% | ||
| Q1 25 | -39.1% | -5.8% | ||
| Q4 24 | 83.4% | 12.7% | ||
| Q3 24 | -26.0% | 11.7% | ||
| Q2 24 | -57.4% | 14.0% |
资本支出强度BEELAN
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.4% | ||
| Q3 25 | 2.4% | 8.1% | ||
| Q2 25 | 1.8% | 4.6% | ||
| Q1 25 | 4.5% | 5.4% | ||
| Q4 24 | 2.0% | 4.6% | ||
| Q3 24 | 4.4% | 4.1% | ||
| Q2 24 | 3.7% | 2.9% |
现金转化率BEELAN
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 21.55× | ||
| Q1 25 | — | -0.06× | ||
| Q4 24 | 4.60× | — | ||
| Q3 24 | — | 0.45× | ||
| 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% |
ELAN
| Pet Health | $489.0M | 43% |
| Cattle | $296.0M | 26% |
| Poultry | $237.0M | 21% |
| Swine | $107.0M | 9% |
| Contract Manufacturing | $15.0M | 1% |
