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Bloom Energy Corp（BE）与Mativ Holdings, Inc.（MATV）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Mativ Holdings, Inc.的1.6倍（$751.1M vs $463.1M），Mativ Holdings, Inc.净利率更高（21.8% vs 9.4%，领先12.4%），Bloom Energy Corp同比增速更快（130.4% vs 1.0%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs -3.8%）
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。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
BE vs MATV — 直观对比
营收规模更大
BE
是对方的1.6倍
$463.1M
营收增速更快
BE
高出129.4%
1.0%
净利率更高
MATV
高出12.4%
9.4%
两年增速更快
BE
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $463.1M |
| 净利润 | $70.7M | $100.8M |
| 毛利率 | 30.0% | 18.8% |
| 营业利润率 | 17.3% | 2.2% |
| 净利率 | 9.4% | 21.8% |
| 营收同比 | 130.4% | 1.0% |
| 净利润同比 | — | 6620.0% |
| 每股收益（稀释后） | $0.44 | $1.87 |
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BEMATV
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $463.1M | ||
| Q3 25 | $513.3M | $513.7M | ||
| Q2 25 | $396.3M | $525.4M | ||
| Q1 25 | $319.3M | $484.8M | ||
| Q4 24 | $567.0M | $458.6M | ||
| Q3 24 | $321.8M | $498.5M | ||
| Q2 24 | $326.5M | $523.8M |
净利润BEMATV
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $100.8M | ||
| Q3 25 | $-23.0M | $-3.2M | ||
| Q2 25 | $-42.2M | $-9.5M | ||
| Q1 25 | $-23.4M | $-425.5M | ||
| Q4 24 | $105.2M | $1.5M | ||
| Q3 24 | $-14.6M | $-20.8M | ||
| Q2 24 | $-61.2M | $-1.4M |
毛利率BEMATV
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 18.8% | ||
| Q3 25 | 29.5% | 19.3% | ||
| Q2 25 | 27.0% | 19.7% | ||
| Q1 25 | 27.8% | 15.0% | ||
| Q4 24 | 38.7% | 16.9% | ||
| Q3 24 | 24.5% | 18.8% | ||
| Q2 24 | 21.0% | 20.8% |
营业利润率BEMATV
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 2.2% | ||
| Q3 25 | 1.5% | 3.1% | ||
| Q2 25 | -0.9% | 3.8% | ||
| Q1 25 | -6.0% | -88.8% | ||
| Q4 24 | 18.5% | 0.6% | ||
| Q3 24 | -3.0% | 1.4% | ||
| Q2 24 | -7.1% | 2.0% |
净利率BEMATV
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 21.8% | ||
| Q3 25 | -4.5% | -0.6% | ||
| Q2 25 | -10.6% | -1.8% | ||
| Q1 25 | -7.3% | -87.8% | ||
| Q4 24 | 18.5% | 0.3% | ||
| Q3 24 | -4.5% | -4.2% | ||
| Q2 24 | -18.7% | -0.3% |
每股收益（稀释后）BEMATV
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $1.87 | ||
| Q3 25 | $-100.00 | $-0.06 | ||
| Q2 25 | $-0.18 | $-0.18 | ||
| Q1 25 | $-0.10 | $-7.82 | ||
| Q4 24 | $0.45 | $0.03 | ||
| Q3 24 | $-0.06 | $-0.38 | ||
| Q2 24 | $-0.27 | $-0.03 |
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 | — | $84.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $948.0K | $498.7M |
| 总资产 | $4.7B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资BEMATV
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $84.2M | ||
| Q3 25 | $595.1M | $97.1M | ||
| Q2 25 | $574.8M | $95.6M | ||
| Q1 25 | $794.8M | $84.0M | ||
| Q4 24 | $802.9M | $94.3M | ||
| Q3 24 | $495.7M | $162.2M | ||
| Q2 24 | $581.7M | $133.4M |
总债务BEMATV
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
股东权益BEMATV
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $498.7M | ||
| Q3 25 | $653.1M | $397.4M | ||
| Q2 25 | $594.6M | $416.6M | ||
| Q1 25 | $578.3M | $428.2M | ||
| Q4 24 | $562.5M | $858.5M | ||
| Q3 24 | $430.9M | $882.3M | ||
| Q2 24 | $423.3M | $898.0M |
总资产BEMATV
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $2.1B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.5B | $2.1B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.7B | $2.4B | ||
| Q3 24 | $2.6B | $2.6B | ||
| Q2 24 | $2.5B | $2.6B |
负债/权益比BEMATV
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 2.07× | ||
| Q3 25 | 1.73× | 2.63× | ||
| Q2 25 | 1.91× | 2.66× | ||
| Q1 25 | 1.96× | 2.67× | ||
| Q4 24 | 2.01× | 1.30× | ||
| Q3 24 | 2.62× | 1.32× | ||
| Q2 24 | 2.66× | 1.29× |
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 | — | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $8.0M |
| 自由现金流率自由现金流/营收 | — | 1.7% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | 0.19× |
| 过去12个月自由现金流最近4个季度 | — | $93.8M |
8季度趋势，按日历期对齐
经营现金流BEMATV
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $19.3M | ||
| Q3 25 | $19.7M | $72.8M | ||
| Q2 25 | $-213.1M | $57.6M | ||
| Q1 25 | $-110.7M | $-15.9M | ||
| Q4 24 | $484.2M | $24.1M | ||
| Q3 24 | $-69.5M | $37.6M | ||
| Q2 24 | $-175.5M | $46.1M |
自由现金流BEMATV
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $8.0M | ||
| Q3 25 | $7.4M | $66.7M | ||
| Q2 25 | $-220.4M | $48.9M | ||
| Q1 25 | $-124.9M | $-29.8M | ||
| Q4 24 | $473.1M | $2.0M | ||
| Q3 24 | $-83.8M | $25.5M | ||
| Q2 24 | $-187.5M | $37.4M |
自由现金流率BEMATV
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 1.7% | ||
| Q3 25 | 1.4% | 13.0% | ||
| Q2 25 | -55.6% | 9.3% | ||
| Q1 25 | -39.1% | -6.1% | ||
| Q4 24 | 83.4% | 0.4% | ||
| Q3 24 | -26.0% | 5.1% | ||
| Q2 24 | -57.4% | 7.1% |
资本支出强度BEMATV
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.4% | ||
| Q3 25 | 2.4% | 1.2% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 4.5% | 2.9% | ||
| Q4 24 | 2.0% | 4.8% | ||
| Q3 24 | 4.4% | 2.4% | ||
| Q2 24 | 3.7% | 1.7% |
现金转化率BEMATV
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | 16.07× | ||
| 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% |
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
