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Bloom Energy Corp（BE）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的1.0倍（$751.1M vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 9.4%，领先0.7%），Bloom Energy Corp同比增速更快（130.4% vs 13.9%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 18.2%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
BE vs RHP — 直观对比
营收规模更大
BE
是对方的1.0倍
$737.8M
营收增速更快
BE
高出116.4%
13.9%
净利率更高
RHP
高出0.7%
9.4%
两年增速更快
BE
近两年复合增速
18.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $737.8M |
| 净利润 | $70.7M | $74.5M |
| 毛利率 | 30.0% | 41.4% |
| 营业利润率 | 17.3% | 19.4% |
| 净利率 | 9.4% | 10.1% |
| 营收同比 | 130.4% | 13.9% |
| 净利润同比 | — | 3.0% |
| 每股收益（稀释后） | $0.44 | $1.12 |
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BERHP
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $737.8M | ||
| Q3 25 | $513.3M | $592.5M | ||
| Q2 25 | $396.3M | $659.5M | ||
| Q1 25 | $319.3M | $587.3M | ||
| Q4 24 | $567.0M | $647.6M | ||
| Q3 24 | $321.8M | $550.0M | ||
| Q2 24 | $326.5M | $613.3M |
净利润BERHP
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $74.5M | ||
| Q3 25 | $-23.0M | $34.9M | ||
| Q2 25 | $-42.2M | $71.8M | ||
| Q1 25 | $-23.4M | $63.0M | ||
| Q4 24 | $105.2M | $72.3M | ||
| Q3 24 | $-14.6M | $59.0M | ||
| Q2 24 | $-61.2M | $100.8M |
毛利率BERHP
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 41.4% | ||
| Q3 25 | 29.5% | 40.9% | ||
| Q2 25 | 27.0% | 49.7% | ||
| Q1 25 | 27.8% | 44.4% | ||
| Q4 24 | 38.7% | 40.4% | ||
| Q3 24 | 24.5% | 43.1% | ||
| Q2 24 | 21.0% | 48.4% |
营业利润率BERHP
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 19.4% | ||
| Q3 25 | 1.5% | 15.0% | ||
| Q2 25 | -0.9% | 21.1% | ||
| Q1 25 | -6.0% | 19.8% | ||
| Q4 24 | 18.5% | 18.6% | ||
| Q3 24 | -3.0% | 19.3% | ||
| Q2 24 | -7.1% | 27.4% |
净利率BERHP
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 10.1% | ||
| Q3 25 | -4.5% | 5.9% | ||
| Q2 25 | -10.6% | 10.9% | ||
| Q1 25 | -7.3% | 10.7% | ||
| Q4 24 | 18.5% | 11.2% | ||
| Q3 24 | -4.5% | 10.7% | ||
| Q2 24 | -18.7% | 16.4% |
每股收益（稀释后）BERHP
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $1.12 | ||
| Q3 25 | $-100.00 | $0.53 | ||
| Q2 25 | $-0.18 | $1.12 | ||
| Q1 25 | $-0.10 | $1.00 | ||
| Q4 24 | $0.45 | $1.12 | ||
| Q3 24 | $-0.06 | $0.94 | ||
| Q2 24 | $-0.27 | $1.65 |
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 | — | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $750.2M |
| 总资产 | $4.7B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BERHP
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $471.4M | ||
| Q3 25 | $595.1M | $483.3M | ||
| Q2 25 | $574.8M | $420.6M | ||
| Q1 25 | $794.8M | $413.9M | ||
| Q4 24 | $802.9M | $477.7M | ||
| Q3 24 | $495.7M | $534.9M | ||
| Q2 24 | $581.7M | $498.4M |
总债务BERHP
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
股东权益BERHP
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $750.2M | ||
| Q3 25 | $653.1M | $758.5M | ||
| Q2 25 | $594.6M | $800.4M | ||
| Q1 25 | $578.3M | $531.5M | ||
| Q4 24 | $562.5M | $549.0M | ||
| Q3 24 | $430.9M | $551.9M | ||
| Q2 24 | $423.3M | $562.6M |
总资产BERHP
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $6.2B | ||
| Q3 25 | $2.6B | $6.2B | ||
| Q2 25 | $2.5B | $6.1B | ||
| Q1 25 | $2.6B | $5.2B | ||
| Q4 24 | $2.7B | $5.2B | ||
| Q3 24 | $2.6B | $5.2B | ||
| Q2 24 | $2.5B | $5.1B |
负债/权益比BERHP
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| 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 | — | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $58.5M |
| 自由现金流率自由现金流/营收 | — | 7.9% |
| 资本支出强度资本支出/营收 | — | 14.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $232.4M |
8季度趋势，按日历期对齐
经营现金流BERHP
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $164.7M | ||
| Q3 25 | $19.7M | $205.2M | ||
| Q2 25 | $-213.1M | $122.5M | ||
| Q1 25 | $-110.7M | $98.2M | ||
| Q4 24 | $484.2M | $166.6M | ||
| Q3 24 | $-69.5M | $218.1M | ||
| Q2 24 | $-175.5M | $184.3M |
自由现金流BERHP
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $58.5M | ||
| Q3 25 | $7.4M | $135.4M | ||
| Q2 25 | $-220.4M | $53.0M | ||
| Q1 25 | $-124.9M | $-14.5M | ||
| Q4 24 | $473.1M | $76.0M | ||
| Q3 24 | $-83.8M | $85.7M | ||
| Q2 24 | $-187.5M | $78.8M |
自由现金流率BERHP
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 7.9% | ||
| Q3 25 | 1.4% | 22.9% | ||
| Q2 25 | -55.6% | 8.0% | ||
| Q1 25 | -39.1% | -2.5% | ||
| Q4 24 | 83.4% | 11.7% | ||
| Q3 24 | -26.0% | 15.6% | ||
| Q2 24 | -57.4% | 12.9% |
资本支出强度BERHP
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 14.4% | ||
| Q3 25 | 2.4% | 11.8% | ||
| Q2 25 | 1.8% | 10.5% | ||
| Q1 25 | 4.5% | 19.2% | ||
| Q4 24 | 2.0% | 14.0% | ||
| Q3 24 | 4.4% | 24.1% | ||
| Q2 24 | 3.7% | 17.2% |
现金转化率BERHP
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | 4.60× | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | — | 1.83× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
