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Bloom Energy Corp（BE）与艾诺斯（ENS）财务数据对比。点击上方公司名可切换其他公司
艾诺斯的季度营收约是Bloom Energy Corp的1.2倍（$919.1M vs $751.1M），艾诺斯净利率更高（9.8% vs 9.4%，领先0.4%），艾诺斯同比增速更快（1.4% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 0.5%）
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。
艾诺斯是全球领先的工业储能系统及技术供应商，主营备用电源、动力电源类电池的生产，同时还提供电池充电器、电力设备、电池配件及户外设备防护机箱等相关产品，可充分满足各类工业场景的储能需求。
BE vs ENS — 直观对比
营收规模更大
ENS
是对方的1.2倍
$751.1M
营收增速更快
ENS
高出4.9%
-3.4%
净利率更高
ENS
高出0.4%
9.4%
两年增速更快
BE
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $919.1M |
| 净利润 | $70.7M | $90.4M |
| 毛利率 | 30.0% | 30.1% |
| 营业利润率 | 17.3% | 13.5% |
| 净利率 | 9.4% | 9.8% |
| 营收同比 | -3.4% | 1.4% |
| 净利润同比 | 396.7% | -21.3% |
| 每股收益（稀释后） | $0.44 | $2.40 |
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BEENS
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $919.1M | ||
| Q3 25 | $513.3M | $951.3M | ||
| Q2 25 | $396.3M | $893.0M | ||
| Q1 25 | $319.3M | $974.8M | ||
| Q4 24 | $567.0M | $906.2M | ||
| Q3 24 | $321.8M | $883.7M | ||
| Q2 24 | $326.5M | $852.9M |
净利润BEENS
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $90.4M | ||
| Q3 25 | $-23.0M | $68.4M | ||
| Q2 25 | $-42.2M | $57.5M | ||
| Q1 25 | $-23.4M | $96.5M | ||
| Q4 24 | $105.2M | $114.8M | ||
| Q3 24 | $-14.6M | $82.3M | ||
| Q2 24 | $-61.2M | $70.1M |
毛利率BEENS
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 30.1% | ||
| Q3 25 | 29.5% | 29.1% | ||
| Q2 25 | 27.0% | 28.4% | ||
| Q1 25 | 27.8% | 31.2% | ||
| Q4 24 | 38.7% | 32.9% | ||
| Q3 24 | 24.5% | 28.5% | ||
| Q2 24 | 21.0% | 27.9% |
营业利润率BEENS
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 13.5% | ||
| Q3 25 | 1.5% | 9.7% | ||
| Q2 25 | -0.9% | 9.7% | ||
| Q1 25 | -6.0% | 13.5% | ||
| Q4 24 | 18.5% | 15.7% | ||
| Q3 24 | -3.0% | 11.2% | ||
| Q2 24 | -7.1% | 10.7% |
净利率BEENS
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 9.8% | ||
| Q3 25 | -4.5% | 7.2% | ||
| Q2 25 | -10.6% | 6.4% | ||
| Q1 25 | -7.3% | 9.9% | ||
| Q4 24 | 18.5% | 12.7% | ||
| Q3 24 | -4.5% | 9.3% | ||
| Q2 24 | -18.7% | 8.2% |
每股收益（稀释后）BEENS
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $2.40 | ||
| Q3 25 | $-100.00 | $1.80 | ||
| Q2 25 | $-0.18 | $1.46 | ||
| Q1 25 | $-0.10 | $2.39 | ||
| Q4 24 | $0.45 | $2.88 | ||
| Q3 24 | $-0.06 | $2.01 | ||
| Q2 24 | $-0.27 | $1.71 |
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 | — | $450.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $1.9B |
| 总资产 | $4.7B | $4.0B |
| 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BEENS
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $450.1M | ||
| Q3 25 | $595.1M | $388.6M | ||
| Q2 25 | $574.8M | $346.7M | ||
| Q1 25 | $794.8M | $343.1M | ||
| Q4 24 | $802.9M | $463.2M | ||
| Q3 24 | $495.7M | $407.9M | ||
| Q2 24 | $581.7M | $344.1M |
总债务BEENS
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
股东权益BEENS
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.9B | ||
| Q3 25 | $653.1M | $1.9B | ||
| Q2 25 | $594.6M | $1.9B | ||
| Q1 25 | $578.3M | $1.9B | ||
| Q4 24 | $562.5M | $1.8B | ||
| Q3 24 | $430.9M | $1.8B | ||
| Q2 24 | $423.3M | $1.8B |
总资产BEENS
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $4.0B | ||
| Q3 25 | $2.6B | $4.1B | ||
| Q2 25 | $2.5B | $4.1B | ||
| Q1 25 | $2.6B | $4.0B | ||
| Q4 24 | $2.7B | $4.0B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $2.5B | $3.6B |
负债/权益比BEENS
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | 0.57× | ||
| 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 | — | $184.6M |
| 自由现金流经营现金流 - 资本支出 | — | $171.3M |
| 自由现金流率自由现金流/营收 | — | 18.6% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 2.04× |
| 过去12个月自由现金流最近4个季度 | — | $441.3M |
8季度趋势，按日历期对齐
经营现金流BEENS
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $184.6M | ||
| Q3 25 | $19.7M | $218.0M | ||
| Q2 25 | $-213.1M | $968.0K | ||
| Q1 25 | $-110.7M | $135.2M | ||
| Q4 24 | $484.2M | $81.1M | ||
| Q3 24 | $-69.5M | $33.6M | ||
| Q2 24 | $-175.5M | $10.4M |
自由现金流BEENS
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $171.3M | ||
| Q3 25 | $7.4M | $197.1M | ||
| Q2 25 | $-220.4M | $-32.1M | ||
| Q1 25 | $-124.9M | $104.9M | ||
| Q4 24 | $473.1M | $56.8M | ||
| Q3 24 | $-83.8M | $3.3M | ||
| Q2 24 | $-187.5M | $-25.7M |
自由现金流率BEENS
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 18.6% | ||
| Q3 25 | 1.4% | 20.7% | ||
| Q2 25 | -55.6% | -3.6% | ||
| Q1 25 | -39.1% | 10.8% | ||
| Q4 24 | 83.4% | 6.3% | ||
| Q3 24 | -26.0% | 0.4% | ||
| Q2 24 | -57.4% | -3.0% |
资本支出强度BEENS
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.4% | ||
| Q3 25 | 2.4% | 2.2% | ||
| Q2 25 | 1.8% | 3.7% | ||
| Q1 25 | 4.5% | 3.1% | ||
| Q4 24 | 2.0% | 2.7% | ||
| Q3 24 | 4.4% | 3.4% | ||
| Q2 24 | 3.7% | 4.2% |
现金转化率BEENS
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 2.04× | ||
| Q3 25 | — | 3.19× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | 4.60× | 0.71× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.15× |
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% |
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
