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Bloom Energy Corp（BE）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是Bloom Energy Corp的1.4倍（$1.0B vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs 2.4%，领先7.0%），Bloom Energy Corp同比增速更快（130.4% vs 9.6%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 16.9%）
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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
BE vs RIG — 直观对比
营收规模更大
RIG
是对方的1.4倍
$751.1M
营收增速更快
BE
高出120.8%
9.6%
净利率更高
BE
高出7.0%
2.4%
两年增速更快
BE
近两年复合增速
16.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.0B |
| 净利润 | $70.7M | $25.0M |
| 毛利率 | 30.0% | 42.0% |
| 营业利润率 | 17.3% | 23.0% |
| 净利率 | 9.4% | 2.4% |
| 营收同比 | 130.4% | 9.6% |
| 净利润同比 | — | 257.1% |
| 每股收益（稀释后） | $0.44 | $0.13 |
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BERIG
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.0B | ||
| Q3 25 | $513.3M | $1.0B | ||
| Q2 25 | $396.3M | $988.0M | ||
| Q1 25 | $319.3M | $906.0M | ||
| Q4 24 | $567.0M | $952.0M | ||
| Q3 24 | $321.8M | $948.0M | ||
| Q2 24 | $326.5M | $861.0M |
净利润BERIG
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $25.0M | ||
| Q3 25 | $-23.0M | $-1.9B | ||
| Q2 25 | $-42.2M | $-938.0M | ||
| Q1 25 | $-23.4M | $-79.0M | ||
| Q4 24 | $105.2M | $7.0M | ||
| Q3 24 | $-14.6M | $-494.0M | ||
| Q2 24 | $-61.2M | $-123.0M |
毛利率BERIG
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 42.0% | ||
| Q3 25 | 29.5% | 43.2% | ||
| Q2 25 | 27.0% | 39.4% | ||
| Q1 25 | 27.8% | 31.8% | ||
| Q4 24 | 38.7% | 39.2% | ||
| Q3 24 | 24.5% | 40.6% | ||
| Q2 24 | 21.0% | 38.0% |
营业利润率BERIG
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 23.0% | ||
| Q3 25 | 1.5% | -163.1% | ||
| Q2 25 | -0.9% | -97.6% | ||
| Q1 25 | -6.0% | 7.1% | ||
| Q4 24 | 18.5% | 13.7% | ||
| Q3 24 | -3.0% | -51.2% | ||
| Q2 24 | -7.1% | -6.9% |
净利率BERIG
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 2.4% | ||
| Q3 25 | -4.5% | -187.1% | ||
| Q2 25 | -10.6% | -94.9% | ||
| Q1 25 | -7.3% | -8.7% | ||
| Q4 24 | 18.5% | 0.7% | ||
| Q3 24 | -4.5% | -52.1% | ||
| Q2 24 | -18.7% | -14.3% |
每股收益（稀释后）BERIG
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.13 | ||
| Q3 25 | $-100.00 | $-2.00 | ||
| Q2 25 | $-0.18 | $-1.06 | ||
| Q1 25 | $-0.10 | $-0.11 | ||
| Q4 24 | $0.45 | $-0.14 | ||
| Q3 24 | $-0.06 | $-0.58 | ||
| Q2 24 | $-0.27 | $-0.15 |
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 | — | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $948.0K | $8.1B |
| 总资产 | $4.7B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资BERIG
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $620.0M | ||
| Q3 25 | $595.1M | $833.0M | ||
| Q2 25 | $574.8M | $377.0M | ||
| Q1 25 | $794.8M | $263.0M | ||
| Q4 24 | $802.9M | $560.0M | ||
| Q3 24 | $495.7M | $435.0M | ||
| Q2 24 | $581.7M | $475.0M |
总债务BERIG
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $5.2B | ||
| Q3 25 | $1.1B | $4.8B | ||
| Q2 25 | $1.1B | $5.9B | ||
| Q1 25 | $1.1B | $5.9B | ||
| Q4 24 | $1.1B | $6.2B | ||
| Q3 24 | $1.1B | $6.5B | ||
| Q2 24 | $1.1B | $6.8B |
股东权益BERIG
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $8.1B | ||
| Q3 25 | $653.1M | $8.1B | ||
| Q2 25 | $594.6M | $9.4B | ||
| Q1 25 | $578.3M | $10.2B | ||
| Q4 24 | $562.5M | $10.3B | ||
| Q3 24 | $430.9M | $10.2B | ||
| Q2 24 | $423.3M | $10.7B |
总资产BERIG
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $15.6B | ||
| Q3 25 | $2.6B | $16.2B | ||
| Q2 25 | $2.5B | $17.8B | ||
| Q1 25 | $2.6B | $19.0B | ||
| Q4 24 | $2.7B | $19.4B | ||
| Q3 24 | $2.6B | $19.5B | ||
| Q2 24 | $2.5B | $20.3B |
负债/权益比BERIG
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.64× | ||
| Q3 25 | 1.73× | 0.60× | ||
| Q2 25 | 1.91× | 0.63× | ||
| Q1 25 | 1.96× | 0.58× | ||
| Q4 24 | 2.01× | 0.60× | ||
| Q3 24 | 2.62× | 0.64× | ||
| Q2 24 | 2.66× | 0.63× |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流BERIG
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $349.0M | ||
| Q3 25 | $19.7M | $246.0M | ||
| Q2 25 | $-213.1M | $128.0M | ||
| Q1 25 | $-110.7M | $26.0M | ||
| Q4 24 | $484.2M | $206.0M | ||
| Q3 24 | $-69.5M | $194.0M | ||
| Q2 24 | $-175.5M | $133.0M |
自由现金流BERIG
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $321.0M | ||
| Q3 25 | $7.4M | $235.0M | ||
| Q2 25 | $-220.4M | $104.0M | ||
| Q1 25 | $-124.9M | $-34.0M | ||
| Q4 24 | $473.1M | $177.0M | ||
| Q3 24 | $-83.8M | $136.0M | ||
| Q2 24 | $-187.5M | $49.0M |
自由现金流率BERIG
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 30.8% | ||
| Q3 25 | 1.4% | 22.9% | ||
| Q2 25 | -55.6% | 10.5% | ||
| Q1 25 | -39.1% | -3.8% | ||
| Q4 24 | 83.4% | 18.6% | ||
| Q3 24 | -26.0% | 14.3% | ||
| Q2 24 | -57.4% | 5.7% |
资本支出强度BERIG
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.7% | ||
| Q3 25 | 2.4% | 1.1% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 4.5% | 6.6% | ||
| Q4 24 | 2.0% | 3.0% | ||
| Q3 24 | 4.4% | 6.1% | ||
| Q2 24 | 3.7% | 9.8% |
现金转化率BERIG
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 13.96× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | 29.43× | ||
| Q3 24 | — | — | ||
| 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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
