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Bloom Energy Corp（BE）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Bloom Energy Corp的1.1倍（$828.2M vs $751.1M），Rithm Capital Corp.净利率更高（13.2% vs 9.4%，领先3.8%），Rithm Capital Corp.同比增速更快（508.5% vs 130.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
BE vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$751.1M
营收增速更快
RITM
高出378.1%
130.4%
净利率更高
RITM
高出3.8%
9.4%
两年增速更快
BE
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $828.2M |
| 净利润 | $70.7M | $109.5M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 29.9% |
| 净利率 | 9.4% | 13.2% |
| 营收同比 | 130.4% | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益（稀释后） | $0.44 | $0.12 |
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BERITM
| Q1 26 | $751.1M | $828.2M | ||
| Q4 25 | $772.8M | $1.5B | ||
| Q3 25 | $513.3M | $1.1B | ||
| Q2 25 | $396.3M | $1.2B | ||
| Q1 25 | $319.3M | $768.4M | ||
| Q4 24 | $567.0M | $2.1B | ||
| Q3 24 | $321.8M | $619.5M | ||
| Q2 24 | $326.5M | $1.2B |
净利润BERITM
| Q1 26 | $70.7M | $109.5M | ||
| Q4 25 | $1.4M | $85.0M | ||
| Q3 25 | $-23.0M | $221.5M | ||
| Q2 25 | $-42.2M | $311.7M | ||
| Q1 25 | $-23.4M | $78.8M | ||
| Q4 24 | $105.2M | $290.2M | ||
| Q3 24 | $-14.6M | $121.7M | ||
| Q2 24 | $-61.2M | $235.6M |
毛利率BERITM
| 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BERITM
| Q1 26 | 17.3% | 29.9% | ||
| Q4 25 | 11.3% | 13.8% | ||
| Q3 25 | 1.5% | 21.4% | ||
| Q2 25 | -0.9% | 25.2% | ||
| Q1 25 | -6.0% | 7.4% | ||
| Q4 24 | 18.5% | 23.8% | ||
| Q3 24 | -3.0% | 7.3% | ||
| Q2 24 | -7.1% | 23.6% |
净利率BERITM
| Q1 26 | 9.4% | 13.2% | ||
| Q4 25 | 0.2% | 5.7% | ||
| Q3 25 | -4.5% | 20.0% | ||
| Q2 25 | -10.6% | 25.6% | ||
| Q1 25 | -7.3% | 10.3% | ||
| Q4 24 | 18.5% | 14.0% | ||
| Q3 24 | -4.5% | 19.7% | ||
| Q2 24 | -18.7% | 19.2% |
每股收益（稀释后）BERITM
| Q1 26 | $0.44 | $0.12 | ||
| Q4 25 | $99.91 | $0.09 | ||
| Q3 25 | $-100.00 | $0.35 | ||
| Q2 25 | $-0.18 | $0.53 | ||
| Q1 25 | $-0.10 | $0.07 | ||
| Q4 24 | $0.45 | $0.50 | ||
| Q3 24 | $-0.06 | $0.20 | ||
| Q2 24 | $-0.27 | $0.43 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $9.1B |
| 总资产 | $4.7B | $53.4B |
| 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BERITM
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.8B | ||
| Q3 25 | $595.1M | $1.6B | ||
| Q2 25 | $574.8M | $1.6B | ||
| Q1 25 | $794.8M | $1.5B | ||
| Q4 24 | $802.9M | $1.5B | ||
| Q3 24 | $495.7M | $1.6B | ||
| Q2 24 | $581.7M | $1.2B |
总债务BERITM
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $35.4B | ||
| Q3 25 | $1.1B | $32.2B | ||
| Q2 25 | $1.1B | $31.2B | ||
| Q1 25 | $1.1B | $32.2B | ||
| Q4 24 | $1.1B | $32.6B | ||
| Q3 24 | $1.1B | $29.6B | ||
| Q2 24 | $1.1B | $30.1B |
股东权益BERITM
| Q1 26 | $948.0K | $9.1B | ||
| Q4 25 | $768.6M | $8.4B | ||
| Q3 25 | $653.1M | $8.5B | ||
| Q2 25 | $594.6M | $7.9B | ||
| Q1 25 | $578.3M | $7.8B | ||
| Q4 24 | $562.5M | $7.8B | ||
| Q3 24 | $430.9M | $7.7B | ||
| Q2 24 | $423.3M | $7.3B |
总资产BERITM
| Q1 26 | $4.7B | $53.4B | ||
| Q4 25 | $4.4B | $53.1B | ||
| Q3 25 | $2.6B | $47.2B | ||
| Q2 25 | $2.5B | $44.3B | ||
| Q1 25 | $2.6B | $45.3B | ||
| Q4 24 | $2.7B | $46.0B | ||
| Q3 24 | $2.6B | $42.3B | ||
| Q2 24 | $2.5B | $42.0B |
负债/权益比BERITM
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 4.20× | ||
| Q3 25 | 1.73× | 3.79× | ||
| Q2 25 | 1.91× | 3.92× | ||
| Q1 25 | 1.96× | 4.14× | ||
| Q4 24 | 2.01× | 4.18× | ||
| Q3 24 | 2.62× | 3.87× | ||
| Q2 24 | 2.66× | 4.10× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
