vs
Bloom Energy Corp（BE）与RBC Bearings INC（RBC）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RBC Bearings INC的1.6倍（$751.1M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 9.4%，领先5.2%），Bloom Energy Corp同比增速更快（130.4% vs 17.0%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
BE vs RBC — 直观对比
营收规模更大
BE
是对方的1.6倍
$461.6M
营收增速更快
BE
高出113.3%
17.0%
净利率更高
RBC
高出5.2%
9.4%
两年增速更快
BE
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $461.6M |
| 净利润 | $70.7M | $67.4M |
| 毛利率 | 30.0% | 44.3% |
| 营业利润率 | 17.3% | 22.3% |
| 净利率 | 9.4% | 14.6% |
| 营收同比 | 130.4% | 17.0% |
| 净利润同比 | — | 16.4% |
| 每股收益（稀释后） | $0.44 | $2.13 |
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BERBC
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $461.6M | ||
| Q3 25 | $513.3M | $455.3M | ||
| Q2 25 | $396.3M | $436.0M | ||
| Q1 25 | $319.3M | $437.7M | ||
| Q4 24 | $567.0M | $394.4M | ||
| Q3 24 | $321.8M | $397.9M | ||
| Q2 24 | $326.5M | $406.3M |
净利润BERBC
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $67.4M | ||
| Q3 25 | $-23.0M | $60.0M | ||
| Q2 25 | $-42.2M | $68.5M | ||
| Q1 25 | $-23.4M | $72.7M | ||
| Q4 24 | $105.2M | $57.9M | ||
| Q3 24 | $-14.6M | $54.2M | ||
| Q2 24 | $-61.2M | $61.4M |
毛利率BERBC
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 44.3% | ||
| Q3 25 | 29.5% | 44.1% | ||
| Q2 25 | 27.0% | 44.8% | ||
| Q1 25 | 27.8% | 44.2% | ||
| Q4 24 | 38.7% | 44.3% | ||
| Q3 24 | 24.5% | 43.7% | ||
| Q2 24 | 21.0% | 45.3% |
营业利润率BERBC
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 22.3% | ||
| Q3 25 | 1.5% | 21.5% | ||
| Q2 25 | -0.9% | 23.2% | ||
| Q1 25 | -6.0% | 23.0% | ||
| Q4 24 | 18.5% | 21.7% | ||
| Q3 24 | -3.0% | 21.6% | ||
| Q2 24 | -7.1% | 24.0% |
净利率BERBC
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 14.6% | ||
| Q3 25 | -4.5% | 13.2% | ||
| Q2 25 | -10.6% | 15.7% | ||
| Q1 25 | -7.3% | 16.6% | ||
| Q4 24 | 18.5% | 14.7% | ||
| Q3 24 | -4.5% | 13.6% | ||
| Q2 24 | -18.7% | 15.1% |
每股收益（稀释后）BERBC
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $2.13 | ||
| Q3 25 | $-100.00 | $1.90 | ||
| Q2 25 | $-0.18 | $2.17 | ||
| Q1 25 | $-0.10 | $2.33 | ||
| Q4 24 | $0.45 | $1.82 | ||
| Q3 24 | $-0.06 | $1.65 | ||
| Q2 24 | $-0.27 | $1.90 |
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 | — | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $948.0K | $3.3B |
| 总资产 | $4.7B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BERBC
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $107.6M | ||
| Q3 25 | $595.1M | $91.2M | ||
| Q2 25 | $574.8M | $132.9M | ||
| Q1 25 | $794.8M | $36.8M | ||
| Q4 24 | $802.9M | — | ||
| Q3 24 | $495.7M | — | ||
| Q2 24 | $581.7M | $76.8M |
总债务BERBC
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $990.2M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $915.6M | ||
| Q1 25 | $1.1B | $920.1M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
股东权益BERBC
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $3.3B | ||
| Q3 25 | $653.1M | $3.2B | ||
| Q2 25 | $594.6M | $3.1B | ||
| Q1 25 | $578.3M | $3.0B | ||
| Q4 24 | $562.5M | $2.9B | ||
| Q3 24 | $430.9M | $2.9B | ||
| Q2 24 | $423.3M | $2.8B |
总资产BERBC
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $5.1B | ||
| Q3 25 | $2.6B | $5.1B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.6B | $4.7B | ||
| Q4 24 | $2.7B | $4.7B | ||
| Q3 24 | $2.6B | $4.7B | ||
| Q2 24 | $2.5B | $4.7B |
负债/权益比BERBC
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.30× | ||
| Q3 25 | 1.73× | 0.34× | ||
| Q2 25 | 1.91× | 0.29× | ||
| Q1 25 | 1.96× | 0.30× | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.62× | — | ||
| Q2 24 | 2.66× | — |
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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BERBC
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $122.1M | ||
| Q3 25 | $19.7M | $88.4M | ||
| Q2 25 | $-213.1M | $120.0M | ||
| Q1 25 | $-110.7M | — | ||
| Q4 24 | $484.2M | $84.0M | ||
| Q3 24 | $-69.5M | — | ||
| Q2 24 | $-175.5M | $97.4M |
自由现金流BERBC
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $99.1M | ||
| Q3 25 | $7.4M | $71.7M | ||
| Q2 25 | $-220.4M | $104.3M | ||
| Q1 25 | $-124.9M | — | ||
| Q4 24 | $473.1M | $73.6M | ||
| Q3 24 | $-83.8M | — | ||
| Q2 24 | $-187.5M | $88.4M |
自由现金流率BERBC
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 21.5% | ||
| Q3 25 | 1.4% | 15.7% | ||
| Q2 25 | -55.6% | 23.9% | ||
| Q1 25 | -39.1% | — | ||
| Q4 24 | 83.4% | 18.7% | ||
| Q3 24 | -26.0% | — | ||
| Q2 24 | -57.4% | 21.8% |
资本支出强度BERBC
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.0% | ||
| Q3 25 | 2.4% | 3.7% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 4.5% | 3.2% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 4.4% | 4.1% | ||
| Q2 24 | 3.7% | 2.2% |
现金转化率BERBC
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× |
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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
