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Bloom Energy Corp（BE）与Old Dominion（ODFL）财务数据对比。点击上方公司名可切换其他公司
Old Dominion的季度营收约是Bloom Energy Corp的1.7倍（$1.3B vs $751.1M），Old Dominion净利率更高（17.6% vs 9.4%，领先8.1%），Bloom Energy Corp同比增速更快（-3.4% vs -5.7%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs -5.4%）
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。
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
BE vs ODFL — 直观对比
营收规模更大
ODFL
是对方的1.7倍
$751.1M
营收增速更快
BE
高出2.2%
-5.7%
净利率更高
ODFL
高出8.1%
9.4%
两年增速更快
BE
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.3B |
| 净利润 | $70.7M | $229.5M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 23.3% |
| 净利率 | 9.4% | 17.6% |
| 营收同比 | -3.4% | -5.7% |
| 净利润同比 | 396.7% | -12.8% |
| 每股收益（稀释后） | $0.44 | $1.10 |
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BEODFL
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.3B | ||
| Q3 25 | $513.3M | $1.4B | ||
| Q2 25 | $396.3M | $1.4B | ||
| Q1 25 | $319.3M | $1.4B | ||
| Q4 24 | $567.0M | $1.4B | ||
| Q3 24 | $321.8M | $1.5B | ||
| Q2 24 | $326.5M | $1.5B |
净利润BEODFL
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $229.5M | ||
| Q3 25 | $-23.0M | $270.9M | ||
| Q2 25 | $-42.2M | $268.6M | ||
| Q1 25 | $-23.4M | $254.7M | ||
| Q4 24 | $105.2M | $263.1M | ||
| Q3 24 | $-14.6M | $308.6M | ||
| Q2 24 | $-61.2M | $322.0M |
毛利率BEODFL
| 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BEODFL
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 23.3% | ||
| Q3 25 | 1.5% | 25.7% | ||
| Q2 25 | -0.9% | 25.4% | ||
| Q1 25 | -6.0% | 24.6% | ||
| Q4 24 | 18.5% | 24.1% | ||
| Q3 24 | -3.0% | 27.3% | ||
| Q2 24 | -7.1% | 28.1% |
净利率BEODFL
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 17.6% | ||
| Q3 25 | -4.5% | 19.3% | ||
| Q2 25 | -10.6% | 19.1% | ||
| Q1 25 | -7.3% | 18.5% | ||
| Q4 24 | 18.5% | 19.0% | ||
| Q3 24 | -4.5% | 21.0% | ||
| Q2 24 | -18.7% | 21.5% |
每股收益（稀释后）BEODFL
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $1.10 | ||
| Q3 25 | $-100.00 | $1.28 | ||
| Q2 25 | $-0.18 | $1.27 | ||
| Q1 25 | $-0.10 | $1.19 | ||
| Q4 24 | $0.45 | $1.23 | ||
| Q3 24 | $-0.06 | $1.43 | ||
| Q2 24 | $-0.27 | $1.48 |
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 | — | $120.1M |
| 总债务越低越好 | — | $20.0M |
| 股东权益账面价值 | $948.0K | $4.3B |
| 总资产 | $4.7B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BEODFL
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $120.1M | ||
| Q3 25 | $595.1M | $46.6M | ||
| Q2 25 | $574.8M | $24.1M | ||
| Q1 25 | $794.8M | $97.2M | ||
| Q4 24 | $802.9M | $108.7M | ||
| Q3 24 | $495.7M | $74.2M | ||
| Q2 24 | $581.7M | $104.6M |
总债务BEODFL
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $20.0M | ||
| Q3 25 | $1.1B | $65.0M | ||
| Q2 25 | $1.1B | $150.0M | ||
| Q1 25 | $1.1B | $40.0M | ||
| Q4 24 | $1.1B | $40.0M | ||
| Q3 24 | $1.1B | $40.0M | ||
| Q2 24 | $1.1B | $40.0M |
股东权益BEODFL
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $4.3B | ||
| Q3 25 | $653.1M | $4.3B | ||
| Q2 25 | $594.6M | $4.2B | ||
| Q1 25 | $578.3M | $4.2B | ||
| Q4 24 | $562.5M | $4.2B | ||
| Q3 24 | $430.9M | $4.2B | ||
| Q2 24 | $423.3M | $4.1B |
总资产BEODFL
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $5.5B | ||
| Q3 25 | $2.6B | $5.5B | ||
| Q2 25 | $2.5B | $5.6B | ||
| Q1 25 | $2.6B | $5.5B | ||
| Q4 24 | $2.7B | $5.5B | ||
| Q3 24 | $2.6B | $5.4B | ||
| Q2 24 | $2.5B | $5.3B |
负债/权益比BEODFL
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.00× | ||
| Q3 25 | 1.73× | 0.02× | ||
| Q2 25 | 1.91× | 0.04× | ||
| Q1 25 | 1.96× | 0.01× | ||
| Q4 24 | 2.01× | 0.01× | ||
| Q3 24 | 2.62× | 0.01× | ||
| Q2 24 | 2.66× | 0.01× |
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 | — | $310.3M |
| 自由现金流经营现金流 - 资本支出 | — | $264.5M |
| 自由现金流率自由现金流/营收 | — | 20.2% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | — | 1.35× |
| 过去12个月自由现金流最近4个季度 | — | $955.1M |
8季度趋势，按日历期对齐
经营现金流BEODFL
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $310.3M | ||
| Q3 25 | $19.7M | $437.5M | ||
| Q2 25 | $-213.1M | $285.8M | ||
| Q1 25 | $-110.7M | $336.5M | ||
| Q4 24 | $484.2M | $401.1M | ||
| Q3 24 | $-69.5M | $446.5M | ||
| Q2 24 | $-175.5M | $387.9M |
自由现金流BEODFL
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $264.5M | ||
| Q3 25 | $7.4M | $343.5M | ||
| Q2 25 | $-220.4M | $98.7M | ||
| Q1 25 | $-124.9M | $248.4M | ||
| Q4 24 | $473.1M | $230.1M | ||
| Q3 24 | $-83.8M | $203.7M | ||
| Q2 24 | $-187.5M | $149.7M |
自由现金流率BEODFL
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 20.2% | ||
| Q3 25 | 1.4% | 24.4% | ||
| Q2 25 | -55.6% | 7.0% | ||
| Q1 25 | -39.1% | 18.1% | ||
| Q4 24 | 83.4% | 16.6% | ||
| Q3 24 | -26.0% | 13.9% | ||
| Q2 24 | -57.4% | 10.0% |
资本支出强度BEODFL
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 3.5% | ||
| Q3 25 | 2.4% | 6.7% | ||
| Q2 25 | 1.8% | 13.3% | ||
| Q1 25 | 4.5% | 6.4% | ||
| Q4 24 | 2.0% | 12.3% | ||
| Q3 24 | 4.4% | 16.5% | ||
| Q2 24 | 3.7% | 15.9% |
现金转化率BEODFL
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.35× | ||
| Q3 25 | — | 1.61× | ||
| Q2 25 | — | 1.06× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 4.60× | 1.52× | ||
| Q3 24 | — | 1.45× | ||
| Q2 24 | — | 1.20× |
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% |
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
