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Bloom Energy Corp（BE）与MANITOWOC CO INC（MTW）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MANITOWOC CO INC的1.1倍（$751.1M vs $677.1M），Bloom Energy Corp净利率更高（9.4% vs 1.0%，领先8.4%），MANITOWOC CO INC同比增速更快（13.6% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 16.9%）
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。
马尼托瓦克公司是一家美国工程机械制造企业，创立于1902年，核心产品为起重机械，历史上曾生产商用制冷设备与船舶设备。公司通过全资子公司，围绕Grove、马尼托瓦克、Potain等多个品牌，设计、生产、销售移动式伸缩臂起重机、塔式起重机、履带式起重机等设备，并提供相关售后服务支持。
BE vs MTW — 直观对比
营收规模更大
BE
是对方的1.1倍
$677.1M
营收增速更快
MTW
高出17.0%
-3.4%
净利率更高
BE
高出8.4%
1.0%
两年增速更快
BE
近两年复合增速
16.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $677.1M |
| 净利润 | $70.7M | $7.0M |
| 毛利率 | 30.0% | 16.7% |
| 营业利润率 | 17.3% | 3.0% |
| 净利率 | 9.4% | 1.0% |
| 营收同比 | -3.4% | 13.6% |
| 净利润同比 | 396.7% | -87.7% |
| 每股收益（稀释后） | $0.44 | $0.20 |
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BEMTW
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $677.1M | ||
| Q3 25 | $513.3M | $553.4M | ||
| Q2 25 | $396.3M | $539.5M | ||
| Q1 25 | $319.3M | $470.9M | ||
| Q4 24 | $567.0M | $596.0M | ||
| Q3 24 | $321.8M | $524.8M | ||
| Q2 24 | $326.5M | $562.1M |
净利润BEMTW
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $7.0M | ||
| Q3 25 | $-23.0M | $5.0M | ||
| Q2 25 | $-42.2M | $1.5M | ||
| Q1 25 | $-23.4M | $-6.3M | ||
| Q4 24 | $105.2M | $56.7M | ||
| Q3 24 | $-14.6M | $-7.0M | ||
| Q2 24 | $-61.2M | $1.6M |
毛利率BEMTW
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 16.7% | ||
| Q3 25 | 29.5% | 18.5% | ||
| Q2 25 | 27.0% | 18.4% | ||
| Q1 25 | 27.8% | 19.1% | ||
| Q4 24 | 38.7% | 16.0% | ||
| Q3 24 | 24.5% | 16.7% | ||
| Q2 24 | 21.0% | 17.7% |
营业利润率BEMTW
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 3.0% | ||
| Q3 25 | 1.5% | 3.3% | ||
| Q2 25 | -0.9% | 1.8% | ||
| Q1 25 | -6.0% | 1.1% | ||
| Q4 24 | 18.5% | 2.7% | ||
| Q3 24 | -3.0% | 1.4% | ||
| Q2 24 | -7.1% | 2.3% |
净利率BEMTW
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | -4.5% | 0.9% | ||
| Q2 25 | -10.6% | 0.3% | ||
| Q1 25 | -7.3% | -1.3% | ||
| Q4 24 | 18.5% | 9.5% | ||
| Q3 24 | -4.5% | -1.3% | ||
| Q2 24 | -18.7% | 0.3% |
每股收益（稀释后）BEMTW
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.20 | ||
| Q3 25 | $-100.00 | $0.14 | ||
| Q2 25 | $-0.18 | $0.04 | ||
| Q1 25 | $-0.10 | $-0.18 | ||
| Q4 24 | $0.45 | $1.60 | ||
| Q3 24 | $-0.06 | $-0.20 | ||
| Q2 24 | $-0.27 | $0.04 |
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 | — | $77.3M |
| 总债务越低越好 | — | $447.1M |
| 股东权益账面价值 | $948.0K | $695.2M |
| 总资产 | $4.7B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资BEMTW
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $77.3M | ||
| Q3 25 | $595.1M | $39.7M | ||
| Q2 25 | $574.8M | $32.9M | ||
| Q1 25 | $794.8M | $41.4M | ||
| Q4 24 | $802.9M | $48.0M | ||
| Q3 24 | $495.7M | $22.9M | ||
| Q2 24 | $581.7M | $38.1M |
总债务BEMTW
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $447.1M | ||
| Q3 25 | $1.1B | $479.9M | ||
| Q2 25 | $1.1B | $459.8M | ||
| Q1 25 | $1.1B | $381.4M | ||
| Q4 24 | $1.1B | $377.1M | ||
| Q3 24 | $1.1B | $426.7M | ||
| Q2 24 | $1.1B | $406.3M |
股东权益BEMTW
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $695.2M | ||
| Q3 25 | $653.1M | $682.7M | ||
| Q2 25 | $594.6M | $681.3M | ||
| Q1 25 | $578.3M | $651.6M | ||
| Q4 24 | $562.5M | $640.1M | ||
| Q3 24 | $430.9M | $607.6M | ||
| Q2 24 | $423.3M | $592.3M |
总资产BEMTW
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.8B | ||
| Q3 25 | $2.6B | $1.9B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.5B | $1.7B |
负债/权益比BEMTW
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.64× | ||
| Q3 25 | 1.73× | 0.70× | ||
| Q2 25 | 1.91× | 0.67× | ||
| Q1 25 | 1.96× | 0.59× | ||
| Q4 24 | 2.01× | 0.59× | ||
| Q3 24 | 2.62× | 0.70× | ||
| Q2 24 | 2.66× | 0.69× |
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 | — | $91.1M |
| 自由现金流经营现金流 - 资本支出 | — | $78.3M |
| 自由现金流率自由现金流/营收 | — | 11.6% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 13.01× |
| 过去12个月自由现金流最近4个季度 | — | $-15.3M |
8季度趋势，按日历期对齐
经营现金流BEMTW
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $91.1M | ||
| Q3 25 | $19.7M | $-14.1M | ||
| Q2 25 | $-213.1M | $-67.7M | ||
| Q1 25 | $-110.7M | $12.9M | ||
| Q4 24 | $484.2M | $112.4M | ||
| Q3 24 | $-69.5M | $-43.6M | ||
| Q2 24 | $-175.5M | $11.0M |
自由现金流BEMTW
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $78.3M | ||
| Q3 25 | $7.4M | $-22.0M | ||
| Q2 25 | $-220.4M | $-73.7M | ||
| Q1 25 | $-124.9M | $2.1M | ||
| Q4 24 | $473.1M | $101.1M | ||
| Q3 24 | $-83.8M | $-52.9M | ||
| Q2 24 | $-187.5M | $-1.9M |
自由现金流率BEMTW
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 11.6% | ||
| Q3 25 | 1.4% | -4.0% | ||
| Q2 25 | -55.6% | -13.7% | ||
| Q1 25 | -39.1% | 0.4% | ||
| Q4 24 | 83.4% | 17.0% | ||
| Q3 24 | -26.0% | -10.1% | ||
| Q2 24 | -57.4% | -0.3% |
资本支出强度BEMTW
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.9% | ||
| Q3 25 | 2.4% | 1.4% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 4.5% | 2.3% | ||
| Q4 24 | 2.0% | 1.9% | ||
| Q3 24 | 4.4% | 1.8% | ||
| Q2 24 | 3.7% | 2.3% |
现金转化率BEMTW
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 13.01× | ||
| Q3 25 | — | -2.82× | ||
| Q2 25 | — | -45.13× | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | 1.98× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 6.88× |
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% |
MTW
| US | $344.5M | 51% |
| Europe | $193.8M | 29% |
| Other Countries | $138.8M | 20% |
