vs
Bloom Energy Corp（BE）与哈贝尔（HUBB）财务数据对比。点击上方公司名可切换其他公司
哈贝尔的季度营收约是Bloom Energy Corp的2.0倍（$1.5B vs $751.1M），哈贝尔净利率更高（14.6% vs 9.4%，领先5.2%），哈贝尔同比增速更快（11.9% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 3.3%）
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。
哈贝尔（Hubbell Incorporated）是总部位于美国康涅狄格州谢尔顿的企业，由哈维·哈贝尔于1888年创立，1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售，产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
BE vs HUBB — 直观对比
营收规模更大
HUBB
是对方的2.0倍
$751.1M
营收增速更快
HUBB
高出15.3%
-3.4%
净利率更高
HUBB
高出5.2%
9.4%
两年增速更快
BE
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.5B |
| 净利润 | $70.7M | $217.7M |
| 毛利率 | 30.0% | 34.6% |
| 营业利润率 | 17.3% | 20.3% |
| 净利率 | 9.4% | 14.6% |
| 营收同比 | -3.4% | 11.9% |
| 净利润同比 | 396.7% | 10.5% |
| 每股收益（稀释后） | $0.44 | $4.06 |
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BEHUBB
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.5B | ||
| Q3 25 | $513.3M | $1.5B | ||
| Q2 25 | $396.3M | $1.5B | ||
| Q1 25 | $319.3M | $1.4B | ||
| Q4 24 | $567.0M | $1.3B | ||
| Q3 24 | $321.8M | $1.4B | ||
| Q2 24 | $326.5M | $1.5B |
净利润BEHUBB
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $217.7M | ||
| Q3 25 | $-23.0M | $255.5M | ||
| Q2 25 | $-42.2M | $244.2M | ||
| Q1 25 | $-23.4M | $169.7M | ||
| Q4 24 | $105.2M | $197.0M | ||
| Q3 24 | $-14.6M | $219.4M | ||
| Q2 24 | $-61.2M | $213.6M |
毛利率BEHUBB
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 34.6% | ||
| Q3 25 | 29.5% | 36.2% | ||
| Q2 25 | 27.0% | 37.2% | ||
| Q1 25 | 27.8% | 33.1% | ||
| Q4 24 | 38.7% | 33.8% | ||
| Q3 24 | 24.5% | 34.5% | ||
| Q2 24 | 21.0% | 35.0% |
营业利润率BEHUBB
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 20.3% | ||
| Q3 25 | 1.5% | 22.0% | ||
| Q2 25 | -0.9% | 22.7% | ||
| Q1 25 | -6.0% | 17.5% | ||
| Q4 24 | 18.5% | 19.3% | ||
| Q3 24 | -3.0% | 21.1% | ||
| Q2 24 | -7.1% | 20.7% |
净利率BEHUBB
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 14.6% | ||
| Q3 25 | -4.5% | 17.0% | ||
| Q2 25 | -10.6% | 16.5% | ||
| Q1 25 | -7.3% | 12.4% | ||
| Q4 24 | 18.5% | 14.8% | ||
| Q3 24 | -4.5% | 15.2% | ||
| Q2 24 | -18.7% | 14.7% |
每股收益（稀释后）BEHUBB
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $4.06 | ||
| Q3 25 | $-100.00 | $4.77 | ||
| Q2 25 | $-0.18 | $4.56 | ||
| Q1 25 | $-0.10 | $3.15 | ||
| Q4 24 | $0.45 | $3.65 | ||
| Q3 24 | $-0.06 | $4.05 | ||
| Q2 24 | $-0.27 | $3.94 |
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 | — | $497.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $3.8B |
| 总资产 | $4.7B | $8.2B |
| 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BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $497.9M | ||
| Q3 25 | $595.1M | $680.9M | ||
| Q2 25 | $574.8M | $399.6M | ||
| Q1 25 | $794.8M | $360.3M | ||
| Q4 24 | $802.9M | $345.0M | ||
| Q3 24 | $495.7M | $445.6M | ||
| Q2 24 | $581.7M | $406.5M |
总债务BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.9B |
股东权益BEHUBB
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $3.8B | ||
| Q3 25 | $653.1M | $3.7B | ||
| Q2 25 | $594.6M | $3.5B | ||
| Q1 25 | $578.3M | $3.3B | ||
| Q4 24 | $562.5M | $3.3B | ||
| Q3 24 | $430.9M | $3.2B | ||
| Q2 24 | $423.3M | $3.1B |
总资产BEHUBB
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $8.2B | ||
| Q3 25 | $2.6B | $7.5B | ||
| Q2 25 | $2.5B | $7.1B | ||
| Q1 25 | $2.6B | $6.9B | ||
| Q4 24 | $2.7B | $6.7B | ||
| Q3 24 | $2.6B | $6.9B | ||
| Q2 24 | $2.5B | $6.9B |
负债/权益比BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | 0.39× | ||
| Q2 25 | 1.91× | 0.41× | ||
| Q1 25 | 1.96× | 0.44× | ||
| Q4 24 | 2.01× | 0.44× | ||
| Q3 24 | 2.62× | 0.51× | ||
| Q2 24 | 2.66× | 0.63× |
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 | — | $447.5M |
| 自由现金流经营现金流 - 资本支出 | — | $388.8M |
| 自由现金流率自由现金流/营收 | — | 26.0% |
| 资本支出强度资本支出/营收 | — | 3.9% |
| 现金转化率经营现金流/净利润 | — | 2.06× |
| 过去12个月自由现金流最近4个季度 | — | $874.7M |
8季度趋势，按日历期对齐
经营现金流BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $447.5M | ||
| Q3 25 | $19.7M | $284.3M | ||
| Q2 25 | $-213.1M | $260.6M | ||
| Q1 25 | $-110.7M | $37.4M | ||
| Q4 24 | $484.2M | $432.4M | ||
| Q3 24 | $-69.5M | $227.0M | ||
| Q2 24 | $-175.5M | $239.6M |
自由现金流BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $388.8M | ||
| Q3 25 | $7.4M | $253.8M | ||
| Q2 25 | $-220.4M | $220.7M | ||
| Q1 25 | $-124.9M | $11.4M | ||
| Q4 24 | $473.1M | $364.4M | ||
| Q3 24 | $-83.8M | $188.8M | ||
| Q2 24 | $-187.5M | $205.7M |
自由现金流率BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 26.0% | ||
| Q3 25 | 1.4% | 16.9% | ||
| Q2 25 | -55.6% | 14.9% | ||
| Q1 25 | -39.1% | 0.8% | ||
| Q4 24 | 83.4% | 27.3% | ||
| Q3 24 | -26.0% | 13.1% | ||
| Q2 24 | -57.4% | 14.2% |
资本支出强度BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 3.9% | ||
| Q3 25 | 2.4% | 2.0% | ||
| Q2 25 | 1.8% | 2.7% | ||
| Q1 25 | 4.5% | 1.9% | ||
| Q4 24 | 2.0% | 5.1% | ||
| Q3 24 | 4.4% | 2.6% | ||
| Q2 24 | 3.7% | 2.3% |
现金转化率BEHUBB
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 2.06× | ||
| Q3 25 | — | 1.11× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | 4.60× | 2.19× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.12× |
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% |
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
