vs
Bloom Energy Corp（BE）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是Bloom Energy Corp的1.7倍（$1.3B vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs -63.1%，领先72.5%），Bloom Energy Corp同比增速更快（-3.4% vs -25.8%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
BE vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.7倍
$751.1M
营收增速更快
BE
高出22.4%
-25.8%
净利率更高
BE
高出72.5%
-63.1%
两年增速更快
BE
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.3B |
| 净利润 | $70.7M | $-811.0M |
| 毛利率 | 30.0% | 9.3% |
| 营业利润率 | 17.3% | -64.8% |
| 净利率 | 9.4% | -63.1% |
| 营收同比 | -3.4% | -25.8% |
| 净利润同比 | 396.7% | -9.0% |
| 每股收益（稀释后） | $0.44 | $-0.66 |
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BERIVN
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.3B | ||
| Q3 25 | $513.3M | $1.6B | ||
| Q2 25 | $396.3M | $1.3B | ||
| Q1 25 | $319.3M | $1.2B | ||
| Q4 24 | $567.0M | $1.7B | ||
| Q3 24 | $321.8M | $874.0M | ||
| Q2 24 | $326.5M | $1.2B |
净利润BERIVN
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-811.0M | ||
| Q3 25 | $-23.0M | $-1.2B | ||
| Q2 25 | $-42.2M | $-1.1B | ||
| Q1 25 | $-23.4M | $-545.0M | ||
| Q4 24 | $105.2M | $-744.0M | ||
| Q3 24 | $-14.6M | $-1.1B | ||
| Q2 24 | $-61.2M | $-1.5B |
毛利率BERIVN
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 9.3% | ||
| Q3 25 | 29.5% | 1.5% | ||
| Q2 25 | 27.0% | -15.8% | ||
| Q1 25 | 27.8% | 16.6% | ||
| Q4 24 | 38.7% | 9.8% | ||
| Q3 24 | 24.5% | -44.9% | ||
| Q2 24 | 21.0% | -38.9% |
营业利润率BERIVN
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | -64.8% | ||
| Q3 25 | 1.5% | -63.1% | ||
| Q2 25 | -0.9% | -85.5% | ||
| Q1 25 | -6.0% | -52.8% | ||
| Q4 24 | 18.5% | -38.1% | ||
| Q3 24 | -3.0% | -133.8% | ||
| Q2 24 | -7.1% | -118.7% |
净利率BERIVN
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -63.1% | ||
| Q3 25 | -4.5% | -75.3% | ||
| Q2 25 | -10.6% | -85.7% | ||
| Q1 25 | -7.3% | -44.0% | ||
| Q4 24 | 18.5% | -42.9% | ||
| Q3 24 | -4.5% | -125.9% | ||
| Q2 24 | -18.7% | -125.8% |
每股收益（稀释后）BERIVN
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $-0.66 | ||
| Q3 25 | $-100.00 | $-0.96 | ||
| Q2 25 | $-0.18 | $-0.97 | ||
| Q1 25 | $-0.10 | $-0.48 | ||
| Q4 24 | $0.45 | $-0.67 | ||
| Q3 24 | $-0.06 | $-1.08 | ||
| Q2 24 | $-0.27 | $-1.46 |
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 | — | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $4.6B |
| 总资产 | $4.7B | $14.9B |
| 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BERIVN
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $6.1B | ||
| Q3 25 | $595.1M | $7.1B | ||
| Q2 25 | $574.8M | $7.5B | ||
| Q1 25 | $794.8M | $7.2B | ||
| Q4 24 | $802.9M | $7.7B | ||
| Q3 24 | $495.7M | $6.7B | ||
| Q2 24 | $581.7M | $7.9B |
总债务BERIVN
| 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 | $5.5B |
股东权益BERIVN
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $4.6B | ||
| Q3 25 | $653.1M | $5.1B | ||
| Q2 25 | $594.6M | $6.1B | ||
| Q1 25 | $578.3M | $6.2B | ||
| Q4 24 | $562.5M | $6.6B | ||
| Q3 24 | $430.9M | $5.9B | ||
| Q2 24 | $423.3M | $6.8B |
总资产BERIVN
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $14.9B | ||
| Q3 25 | $2.6B | $15.2B | ||
| Q2 25 | $2.5B | $15.6B | ||
| Q1 25 | $2.6B | $15.5B | ||
| Q4 24 | $2.7B | $15.4B | ||
| Q3 24 | $2.6B | $14.3B | ||
| Q2 24 | $2.5B | $15.4B |
负债/权益比BERIVN
| 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× | 0.81× |
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 | — | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流BERIVN
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $-681.0M | ||
| Q3 25 | $19.7M | $26.0M | ||
| Q2 25 | $-213.1M | $64.0M | ||
| Q1 25 | $-110.7M | $-188.0M | ||
| Q4 24 | $484.2M | $1.2B | ||
| Q3 24 | $-69.5M | $-876.0M | ||
| Q2 24 | $-175.5M | $-754.0M |
自由现金流BERIVN
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $-1.1B | ||
| Q3 25 | $7.4M | $-421.0M | ||
| Q2 25 | $-220.4M | $-398.0M | ||
| Q1 25 | $-124.9M | $-526.0M | ||
| Q4 24 | $473.1M | $856.0M | ||
| Q3 24 | $-83.8M | $-1.2B | ||
| Q2 24 | $-187.5M | $-1.0B |
自由现金流率BERIVN
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | -89.0% | ||
| Q3 25 | 1.4% | -27.0% | ||
| Q2 25 | -55.6% | -30.5% | ||
| Q1 25 | -39.1% | -42.4% | ||
| Q4 24 | 83.4% | 49.4% | ||
| Q3 24 | -26.0% | -131.9% | ||
| Q2 24 | -57.4% | -89.6% |
资本支出强度BERIVN
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 36.0% | ||
| Q3 25 | 2.4% | 28.7% | ||
| Q2 25 | 1.8% | 35.5% | ||
| Q1 25 | 4.5% | 27.3% | ||
| Q4 24 | 2.0% | 18.9% | ||
| Q3 24 | 4.4% | 31.7% | ||
| Q2 24 | 3.7% | 24.4% |
现金转化率BERIVN
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | — | ||
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
