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Bloom Energy Corp（BE）与Essex Property Trust（ESS）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Essex Property Trust的1.6倍（$751.1M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 9.4%，领先8.5%），Bloom Energy Corp同比增速更快（130.4% vs 5.5%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 6.0%）
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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
BE vs ESS — 直观对比
营收规模更大
BE
是对方的1.6倍
$479.6M
营收增速更快
BE
高出124.8%
5.5%
净利率更高
ESS
高出8.5%
9.4%
两年增速更快
BE
近两年复合增速
6.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $479.6M |
| 净利润 | $70.7M | $85.7M |
| 毛利率 | 30.0% | 70.0% |
| 营业利润率 | 17.3% | 31.7% |
| 净利率 | 9.4% | 17.9% |
| 营收同比 | 130.4% | 5.5% |
| 净利润同比 | — | -71.6% |
| 每股收益（稀释后） | $0.44 | $1.24 |
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BEESS
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $479.6M | ||
| Q3 25 | $513.3M | $473.3M | ||
| Q2 25 | $396.3M | $469.8M | ||
| Q1 25 | $319.3M | $464.6M | ||
| Q4 24 | $567.0M | $454.5M | ||
| Q3 24 | $321.8M | $450.7M | ||
| Q2 24 | $326.5M | $442.4M |
净利润BEESS
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $85.7M | ||
| Q3 25 | $-23.0M | $172.7M | ||
| Q2 25 | $-42.2M | $231.5M | ||
| Q1 25 | $-23.4M | $212.8M | ||
| Q4 24 | $105.2M | $301.7M | ||
| Q3 24 | $-14.6M | $125.5M | ||
| Q2 24 | $-61.2M | $99.0M |
毛利率BEESS
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 70.0% | ||
| Q3 25 | 29.5% | 69.2% | ||
| Q2 25 | 27.0% | 70.7% | ||
| Q1 25 | 27.8% | 69.6% | ||
| Q4 24 | 38.7% | 70.0% | ||
| Q3 24 | 24.5% | 69.5% | ||
| Q2 24 | 21.0% | 70.8% |
营业利润率BEESS
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 31.7% | ||
| Q3 25 | 1.5% | 44.5% | ||
| Q2 25 | -0.9% | 59.5% | ||
| Q1 25 | -6.0% | 55.3% | ||
| Q4 24 | 18.5% | 67.0% | ||
| Q3 24 | -3.0% | 28.6% | ||
| Q2 24 | -7.1% | 31.1% |
净利率BEESS
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 17.9% | ||
| Q3 25 | -4.5% | 36.5% | ||
| Q2 25 | -10.6% | 49.3% | ||
| Q1 25 | -7.3% | 45.8% | ||
| Q4 24 | 18.5% | 66.4% | ||
| Q3 24 | -4.5% | 27.8% | ||
| Q2 24 | -18.7% | 22.4% |
每股收益（稀释后）BEESS
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $1.24 | ||
| Q3 25 | $-100.00 | $2.56 | ||
| Q2 25 | $-0.18 | $3.44 | ||
| Q1 25 | $-0.10 | $3.16 | ||
| Q4 24 | $0.45 | $4.00 | ||
| Q3 24 | $-0.06 | $1.84 | ||
| Q2 24 | $-0.27 | $1.45 |
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 | — | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $5.5B |
| 总资产 | $4.7B | $13.2B |
| 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BEESS
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $76.2M | ||
| Q3 25 | $595.1M | $66.0M | ||
| Q2 25 | $574.8M | $58.7M | ||
| Q1 25 | $794.8M | $98.7M | ||
| Q4 24 | $802.9M | $66.8M | ||
| Q3 24 | $495.7M | $71.3M | ||
| Q2 24 | $581.7M | $55.2M |
总债务BEESS
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $6.4B | ||
| Q2 25 | $1.1B | $6.4B | ||
| Q1 25 | $1.1B | $6.8B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $6.4B | ||
| Q2 24 | $1.1B | $6.2B |
股东权益BEESS
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $5.5B | ||
| Q3 25 | $653.1M | $5.6B | ||
| Q2 25 | $594.6M | $5.6B | ||
| Q1 25 | $578.3M | $5.6B | ||
| Q4 24 | $562.5M | $5.5B | ||
| Q3 24 | $430.9M | $5.4B | ||
| Q2 24 | $423.3M | $5.5B |
总资产BEESS
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $13.2B | ||
| Q3 25 | $2.6B | $13.2B | ||
| Q2 25 | $2.5B | $13.2B | ||
| Q1 25 | $2.6B | $13.2B | ||
| Q4 24 | $2.7B | $12.9B | ||
| Q3 24 | $2.6B | $12.6B | ||
| Q2 24 | $2.5B | $12.5B |
负债/权益比BEESS
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | 1.15× | ||
| Q2 25 | 1.91× | 1.14× | ||
| Q1 25 | 1.96× | 1.22× | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.62× | 1.18× | ||
| Q2 24 | 2.66× | 1.13× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 12.53× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BEESS
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $1.1B | ||
| Q3 25 | $19.7M | $342.6M | ||
| Q2 25 | $-213.1M | $216.1M | ||
| Q1 25 | $-110.7M | $281.5M | ||
| Q4 24 | $484.2M | $1.1B | ||
| Q3 24 | $-69.5M | $316.2M | ||
| Q2 24 | $-175.5M | $218.9M |
自由现金流BEESS
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | — | ||
| Q3 25 | $7.4M | — | ||
| Q2 25 | $-220.4M | — | ||
| Q1 25 | $-124.9M | — | ||
| Q4 24 | $473.1M | — | ||
| Q3 24 | $-83.8M | — | ||
| Q2 24 | $-187.5M | — |
自由现金流率BEESS
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | -55.6% | — | ||
| Q1 25 | -39.1% | — | ||
| Q4 24 | 83.4% | — | ||
| Q3 24 | -26.0% | — | ||
| Q2 24 | -57.4% | — |
资本支出强度BEESS
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 3.7% | — |
现金转化率BEESS
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 12.53× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 4.60× | 3.54× | ||
| Q3 24 | — | 2.52× | ||
| Q2 24 | — | 2.21× |
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% |
ESS
暂无分部数据
