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Bloom Energy Corp（BE）与MYR GROUP INC.（MYRG）财务数据对比。点击上方公司名可切换其他公司
MYR GROUP INC.的季度营收约是Bloom Energy Corp的1.3倍（$973.5M vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs 3.8%，领先5.7%），MYR GROUP INC.同比增速更快（17.3% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 9.3%）
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。
MYR集团是美国知名电气建设服务提供商，业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工，旗下拥有12家电气建设子公司，在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
BE vs MYRG — 直观对比
营收规模更大
MYRG
是对方的1.3倍
$751.1M
营收增速更快
MYRG
高出20.7%
-3.4%
净利率更高
BE
高出5.7%
3.8%
两年增速更快
BE
近两年复合增速
9.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $973.5M |
| 净利润 | $70.7M | $36.5M |
| 毛利率 | 30.0% | 11.4% |
| 营业利润率 | 17.3% | 4.8% |
| 净利率 | 9.4% | 3.8% |
| 营收同比 | -3.4% | 17.3% |
| 净利润同比 | 396.7% | 129.1% |
| 每股收益（稀释后） | $0.44 | $2.33 |
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BEMYRG
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $973.5M | ||
| Q3 25 | $513.3M | $950.4M | ||
| Q2 25 | $396.3M | $900.3M | ||
| Q1 25 | $319.3M | $833.6M | ||
| Q4 24 | $567.0M | $829.8M | ||
| Q3 24 | $321.8M | $888.0M | ||
| Q2 24 | $326.5M | $828.9M |
净利润BEMYRG
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $36.5M | ||
| Q3 25 | $-23.0M | $32.1M | ||
| Q2 25 | $-42.2M | $26.5M | ||
| Q1 25 | $-23.4M | $23.3M | ||
| Q4 24 | $105.2M | $16.0M | ||
| Q3 24 | $-14.6M | $10.6M | ||
| Q2 24 | $-61.2M | $-15.3M |
毛利率BEMYRG
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 11.4% | ||
| Q3 25 | 29.5% | 11.8% | ||
| Q2 25 | 27.0% | 11.5% | ||
| Q1 25 | 27.8% | 11.6% | ||
| Q4 24 | 38.7% | 10.4% | ||
| Q3 24 | 24.5% | 8.7% | ||
| Q2 24 | 21.0% | 4.9% |
营业利润率BEMYRG
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 4.8% | ||
| Q3 25 | 1.5% | 4.9% | ||
| Q2 25 | -0.9% | 4.4% | ||
| Q1 25 | -6.0% | 4.1% | ||
| Q4 24 | 18.5% | 3.6% | ||
| Q3 24 | -3.0% | 2.3% | ||
| Q2 24 | -7.1% | -2.5% |
净利率BEMYRG
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 3.8% | ||
| Q3 25 | -4.5% | 3.4% | ||
| Q2 25 | -10.6% | 2.9% | ||
| Q1 25 | -7.3% | 2.8% | ||
| Q4 24 | 18.5% | 1.9% | ||
| Q3 24 | -4.5% | 1.2% | ||
| Q2 24 | -18.7% | -1.8% |
每股收益（稀释后）BEMYRG
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $2.33 | ||
| Q3 25 | $-100.00 | $2.05 | ||
| Q2 25 | $-0.18 | $1.70 | ||
| Q1 25 | $-0.10 | $1.45 | ||
| Q4 24 | $0.45 | $0.97 | ||
| Q3 24 | $-0.06 | $0.65 | ||
| Q2 24 | $-0.27 | $-0.91 |
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 | — | $150.2M |
| 总债务越低越好 | — | $59.0M |
| 股东权益账面价值 | $948.0K | $660.4M |
| 总资产 | $4.7B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $150.2M | ||
| Q3 25 | $595.1M | $76.2M | ||
| Q2 25 | $574.8M | $23.0M | ||
| Q1 25 | $794.8M | $10.9M | ||
| Q4 24 | $802.9M | $3.5M | ||
| Q3 24 | $495.7M | $7.6M | ||
| Q2 24 | $581.7M | $1.9M |
总债务BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $59.0M | ||
| Q3 25 | $1.1B | $72.0M | ||
| Q2 25 | $1.1B | $86.1M | ||
| Q1 25 | $1.1B | $87.2M | ||
| Q4 24 | $1.1B | $74.4M | ||
| Q3 24 | $1.1B | $93.2M | ||
| Q2 24 | $1.1B | $45.1M |
股东权益BEMYRG
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $660.4M | ||
| Q3 25 | $653.1M | $617.6M | ||
| Q2 25 | $594.6M | $583.2M | ||
| Q1 25 | $578.3M | $548.7M | ||
| Q4 24 | $562.5M | $600.4M | ||
| Q3 24 | $430.9M | $588.5M | ||
| Q2 24 | $423.3M | $633.3M |
总资产BEMYRG
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.6B | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.5B | $1.6B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.6B | $1.6B | ||
| Q2 24 | $2.5B | $1.6B |
负债/权益比BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.09× | ||
| Q3 25 | 1.73× | 0.12× | ||
| Q2 25 | 1.91× | 0.15× | ||
| Q1 25 | 1.96× | 0.16× | ||
| Q4 24 | 2.01× | 0.12× | ||
| Q3 24 | 2.62× | 0.16× | ||
| Q2 24 | 2.66× | 0.07× |
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 | — | $114.8M |
| 自由现金流经营现金流 - 资本支出 | — | $84.9M |
| 自由现金流率自由现金流/营收 | — | 8.7% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | — | 3.14× |
| 过去12个月自由现金流最近4个季度 | — | $232.2M |
8季度趋势，按日历期对齐
经营现金流BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $114.8M | ||
| Q3 25 | $19.7M | $95.6M | ||
| Q2 25 | $-213.1M | $32.9M | ||
| Q1 25 | $-110.7M | $83.3M | ||
| Q4 24 | $484.2M | $21.1M | ||
| Q3 24 | $-69.5M | $35.6M | ||
| Q2 24 | $-175.5M | $22.7M |
自由现金流BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $84.9M | ||
| Q3 25 | $7.4M | $65.4M | ||
| Q2 25 | $-220.4M | $11.6M | ||
| Q1 25 | $-124.9M | $70.2M | ||
| Q4 24 | $473.1M | $8.8M | ||
| Q3 24 | $-83.8M | $18.0M | ||
| Q2 24 | $-187.5M | $2.5M |
自由现金流率BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 8.7% | ||
| Q3 25 | 1.4% | 6.9% | ||
| Q2 25 | -55.6% | 1.3% | ||
| Q1 25 | -39.1% | 8.4% | ||
| Q4 24 | 83.4% | 1.1% | ||
| Q3 24 | -26.0% | 2.0% | ||
| Q2 24 | -57.4% | 0.3% |
资本支出强度BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 3.1% | ||
| Q3 25 | 2.4% | 3.2% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 4.5% | 1.6% | ||
| Q4 24 | 2.0% | 1.5% | ||
| Q3 24 | 4.4% | 2.0% | ||
| Q2 24 | 3.7% | 2.4% |
现金转化率BEMYRG
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 3.14× | ||
| Q3 25 | — | 2.98× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.57× | ||
| Q4 24 | 4.60× | 1.32× | ||
| Q3 24 | — | 3.35× | ||
| 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% |
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
