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Bloom Energy Corp（BE）与LifeStance Health Group, Inc.（LFST）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LifeStance Health Group, Inc.的2.0倍（$751.1M vs $382.2M），Bloom Energy Corp净利率更高（9.4% vs 3.1%，领先6.4%），Bloom Energy Corp同比增速更快（130.4% vs 17.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 12.8%）
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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
BE vs LFST — 直观对比
营收规模更大
BE
是对方的2.0倍
$382.2M
营收增速更快
BE
高出112.9%
17.4%
净利率更高
BE
高出6.4%
3.1%
两年增速更快
BE
近两年复合增速
12.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $382.2M |
| 净利润 | $70.7M | $11.7M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 4.7% |
| 净利率 | 9.4% | 3.1% |
| 营收同比 | 130.4% | 17.4% |
| 净利润同比 | — | 264.1% |
| 每股收益（稀释后） | $0.44 | — |
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BELFST
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $382.2M | ||
| Q3 25 | $513.3M | $363.8M | ||
| Q2 25 | $396.3M | $345.3M | ||
| Q1 25 | $319.3M | $333.0M | ||
| Q4 24 | $567.0M | $325.5M | ||
| Q3 24 | $321.8M | $312.7M | ||
| Q2 24 | $326.5M | $312.3M |
净利润BELFST
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $11.7M | ||
| Q3 25 | $-23.0M | $1.1M | ||
| Q2 25 | $-42.2M | $-3.8M | ||
| Q1 25 | $-23.4M | $709.0K | ||
| Q4 24 | $105.2M | $-7.1M | ||
| Q3 24 | $-14.6M | $-6.0M | ||
| Q2 24 | $-61.2M | $-23.3M |
毛利率BELFST
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 21.0% | — |
营业利润率BELFST
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 4.7% | ||
| Q3 25 | 1.5% | 2.0% | ||
| Q2 25 | -0.9% | -0.9% | ||
| Q1 25 | -6.0% | 0.5% | ||
| Q4 24 | 18.5% | 0.3% | ||
| Q3 24 | -3.0% | 0.0% | ||
| Q2 24 | -7.1% | -5.1% |
净利率BELFST
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 3.1% | ||
| Q3 25 | -4.5% | 0.3% | ||
| Q2 25 | -10.6% | -1.1% | ||
| Q1 25 | -7.3% | 0.2% | ||
| Q4 24 | 18.5% | -2.2% | ||
| Q3 24 | -4.5% | -1.9% | ||
| Q2 24 | -18.7% | -7.5% |
每股收益（稀释后）BELFST
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | — | ||
| Q3 25 | $-100.00 | — | ||
| Q2 25 | $-0.18 | — | ||
| Q1 25 | $-0.10 | — | ||
| Q4 24 | $0.45 | — | ||
| Q3 24 | $-0.06 | — | ||
| Q2 24 | $-0.27 | — |
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 | — | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $948.0K | $1.5B |
| 总资产 | $4.7B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资BELFST
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $248.6M | ||
| Q3 25 | $595.1M | $203.9M | ||
| Q2 25 | $574.8M | $188.9M | ||
| Q1 25 | $794.8M | $134.3M | ||
| Q4 24 | $802.9M | $154.6M | ||
| Q3 24 | $495.7M | $102.6M | ||
| Q2 24 | $581.7M | $87.0M |
总债务BELFST
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $282.8M | ||
| Q3 25 | $1.1B | $284.6M | ||
| Q2 25 | $1.1B | $286.4M | ||
| Q1 25 | $1.1B | $288.2M | ||
| Q4 24 | $1.1B | $290.0M | ||
| Q3 24 | $1.1B | $287.3M | ||
| Q2 24 | $1.1B | $288.0M |
股东权益BELFST
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.5B | ||
| Q3 25 | $653.1M | $1.5B | ||
| Q2 25 | $594.6M | $1.5B | ||
| Q1 25 | $578.3M | $1.5B | ||
| Q4 24 | $562.5M | $1.4B | ||
| Q3 24 | $430.9M | $1.4B | ||
| Q2 24 | $423.3M | $1.4B |
总资产BELFST
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $2.2B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.5B | $2.1B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.5B | $2.1B |
负债/权益比BELFST
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.19× | ||
| Q3 25 | 1.73× | 0.19× | ||
| Q2 25 | 1.91× | 0.19× | ||
| Q1 25 | 1.96× | 0.20× | ||
| Q4 24 | 2.01× | 0.20× | ||
| Q3 24 | 2.62× | 0.20× | ||
| Q2 24 | 2.66× | 0.20× |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $46.6M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 4.93× |
| 过去12个月自由现金流最近4个季度 | — | $110.0M |
8季度趋势，按日历期对齐
经营现金流BELFST
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $57.6M | ||
| Q3 25 | $19.7M | $27.3M | ||
| Q2 25 | $-213.1M | $64.4M | ||
| Q1 25 | $-110.7M | $-3.1M | ||
| Q4 24 | $484.2M | $62.3M | ||
| Q3 24 | $-69.5M | $22.7M | ||
| Q2 24 | $-175.5M | $44.1M |
自由现金流BELFST
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $46.6M | ||
| Q3 25 | $7.4M | $17.0M | ||
| Q2 25 | $-220.4M | $56.6M | ||
| Q1 25 | $-124.9M | $-10.3M | ||
| Q4 24 | $473.1M | $56.0M | ||
| Q3 24 | $-83.8M | $17.7M | ||
| Q2 24 | $-187.5M | $39.0M |
自由现金流率BELFST
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 12.2% | ||
| Q3 25 | 1.4% | 4.7% | ||
| Q2 25 | -55.6% | 16.4% | ||
| Q1 25 | -39.1% | -3.1% | ||
| Q4 24 | 83.4% | 17.2% | ||
| Q3 24 | -26.0% | 5.7% | ||
| Q2 24 | -57.4% | 12.5% |
资本支出强度BELFST
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.9% | ||
| Q3 25 | 2.4% | 2.8% | ||
| Q2 25 | 1.8% | 2.2% | ||
| Q1 25 | 4.5% | 2.2% | ||
| Q4 24 | 2.0% | 1.9% | ||
| Q3 24 | 4.4% | 1.6% | ||
| Q2 24 | 3.7% | 1.6% |
现金转化率BELFST
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | 4.60× | — | ||
| Q3 24 | — | — | ||
| 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% |
LFST
暂无分部数据
