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Bloom Energy Corp（BE）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Bloom Energy Corp的1.6倍（$1.2B vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs 9.1%，领先0.3%），Bloom Energy Corp同比增速更快（130.4% vs 5.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 6.3%）
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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
BE vs RBA — 直观对比
营收规模更大
RBA
是对方的1.6倍
$751.1M
营收增速更快
BE
高出125.0%
5.4%
净利率更高
BE
高出0.3%
9.1%
两年增速更快
BE
近两年复合增速
6.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.2B |
| 净利润 | $70.7M | $109.7M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 14.7% |
| 净利率 | 9.4% | 9.1% |
| 营收同比 | 130.4% | 5.4% |
| 净利润同比 | — | -7.4% |
| 每股收益（稀释后） | $0.44 | $0.53 |
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BERBA
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.2B | ||
| Q3 25 | $513.3M | $1.1B | ||
| Q2 25 | $396.3M | $1.2B | ||
| Q1 25 | $319.3M | $1.1B | ||
| Q4 24 | $567.0M | $1.1B | ||
| Q3 24 | $321.8M | $981.8M | ||
| Q2 24 | $326.5M | $1.1B |
净利润BERBA
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $109.7M | ||
| Q3 25 | $-23.0M | $95.5M | ||
| Q2 25 | $-42.2M | $109.8M | ||
| Q1 25 | $-23.4M | $113.4M | ||
| Q4 24 | $105.2M | $118.5M | ||
| Q3 24 | $-14.6M | $76.1M | ||
| Q2 24 | $-61.2M | $111.1M |
毛利率BERBA
| 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BERBA
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 14.7% | ||
| Q3 25 | 1.5% | 14.5% | ||
| Q2 25 | -0.9% | 15.9% | ||
| Q1 25 | -6.0% | 17.1% | ||
| Q4 24 | 18.5% | 18.1% | ||
| Q3 24 | -3.0% | 15.6% | ||
| Q2 24 | -7.1% | 18.4% |
净利率BERBA
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 9.1% | ||
| Q3 25 | -4.5% | 8.7% | ||
| Q2 25 | -10.6% | 9.3% | ||
| Q1 25 | -7.3% | 10.2% | ||
| Q4 24 | 18.5% | 10.4% | ||
| Q3 24 | -4.5% | 7.8% | ||
| Q2 24 | -18.7% | 10.1% |
每股收益（稀释后）BERBA
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.53 | ||
| Q3 25 | $-100.00 | $0.43 | ||
| Q2 25 | $-0.18 | $0.53 | ||
| Q1 25 | $-0.10 | $0.55 | ||
| Q4 24 | $0.45 | $0.58 | ||
| Q3 24 | $-0.06 | $0.36 | ||
| Q2 24 | $-0.27 | $0.54 |
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 | — | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $948.0K | $5.6B |
| 总资产 | $4.7B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资BERBA
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $531.5M | ||
| Q3 25 | $595.1M | $674.7M | ||
| Q2 25 | $574.8M | $710.2M | ||
| Q1 25 | $794.8M | $578.1M | ||
| Q4 24 | $802.9M | $533.9M | ||
| Q3 24 | $495.7M | $650.7M | ||
| Q2 24 | $581.7M | $599.5M |
总债务BERBA
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $2.3B | ||
| Q3 25 | $1.1B | $2.6B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $1.1B | $2.6B | ||
| Q4 24 | $1.1B | $2.6B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.1B | $2.8B |
股东权益BERBA
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $5.6B | ||
| Q3 25 | $653.1M | $5.5B | ||
| Q2 25 | $594.6M | $5.5B | ||
| Q1 25 | $578.3M | $5.3B | ||
| Q4 24 | $562.5M | $5.2B | ||
| Q3 24 | $430.9M | $5.2B | ||
| Q2 24 | $423.3M | $5.2B |
总资产BERBA
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $12.1B | ||
| Q3 25 | $2.6B | $12.2B | ||
| Q2 25 | $2.5B | $12.2B | ||
| Q1 25 | $2.6B | $11.9B | ||
| Q4 24 | $2.7B | $11.8B | ||
| Q3 24 | $2.6B | $11.9B | ||
| Q2 24 | $2.5B | $12.1B |
负债/权益比BERBA
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.42× | ||
| Q3 25 | 1.73× | 0.47× | ||
| Q2 25 | 1.91× | 0.47× | ||
| Q1 25 | 1.96× | 0.50× | ||
| Q4 24 | 2.01× | 0.50× | ||
| Q3 24 | 2.62× | 0.52× | ||
| Q2 24 | 2.66× | 0.55× |
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 | — | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势，按日历期对齐
经营现金流BERBA
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $255.2M | ||
| Q3 25 | $19.7M | $239.7M | ||
| Q2 25 | $-213.1M | $326.5M | ||
| Q1 25 | $-110.7M | $156.8M | ||
| Q4 24 | $484.2M | $184.5M | ||
| Q3 24 | $-69.5M | $285.4M | ||
| Q2 24 | $-175.5M | $337.3M |
自由现金流BERBA
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $186.5M | ||
| Q3 25 | $7.4M | $188.5M | ||
| Q2 25 | $-220.4M | $241.7M | ||
| Q1 25 | $-124.9M | $102.5M | ||
| Q4 24 | $473.1M | $127.9M | ||
| Q3 24 | $-83.8M | $248.5M | ||
| Q2 24 | $-187.5M | $308.6M |
自由现金流率BERBA
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 15.5% | ||
| Q3 25 | 1.4% | 17.3% | ||
| Q2 25 | -55.6% | 20.4% | ||
| Q1 25 | -39.1% | 9.2% | ||
| Q4 24 | 83.4% | 11.2% | ||
| Q3 24 | -26.0% | 25.3% | ||
| Q2 24 | -57.4% | 28.2% |
资本支出强度BERBA
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.7% | ||
| Q3 25 | 2.4% | 4.7% | ||
| Q2 25 | 1.8% | 7.2% | ||
| Q1 25 | 4.5% | 4.9% | ||
| Q4 24 | 2.0% | 5.0% | ||
| Q3 24 | 4.4% | 3.8% | ||
| Q2 24 | 3.7% | 2.6% |
现金转化率BERBA
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | 4.60× | 1.56× | ||
| Q3 24 | — | 3.75× | ||
| Q2 24 | — | 3.04× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
