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Bloom Energy Corp（BE）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是Bloom Energy Corp的1.9倍（$1.4B vs $751.1M），瑞思迈净利率更高（27.6% vs 9.4%，领先18.2%），Bloom Energy Corp同比增速更快（130.4% vs 11.0%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 7.8%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
BE vs RMD — 直观对比
营收规模更大
RMD
是对方的1.9倍
$751.1M
营收增速更快
BE
高出119.4%
11.0%
净利率更高
RMD
高出18.2%
9.4%
两年增速更快
BE
近两年复合增速
7.8%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.4B |
| 净利润 | $70.7M | $392.6M |
| 毛利率 | 30.0% | 61.8% |
| 营业利润率 | 17.3% | 34.6% |
| 净利率 | 9.4% | 27.6% |
| 营收同比 | 130.4% | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益（稀释后） | $0.44 | $2.68 |
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BERMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $751.1M | $1.4B | ||
| Q4 25 | $772.8M | $1.4B | ||
| Q3 25 | $513.3M | $1.3B | ||
| Q2 25 | $396.3M | $1.3B | ||
| Q1 25 | $319.3M | $1.3B | ||
| Q4 24 | $567.0M | $1.3B | ||
| Q3 24 | $321.8M | $1.2B |
净利润BERMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $70.7M | $398.7M | ||
| Q4 25 | $1.4M | $392.6M | ||
| Q3 25 | $-23.0M | $348.5M | ||
| Q2 25 | $-42.2M | $379.7M | ||
| Q1 25 | $-23.4M | $365.0M | ||
| Q4 24 | $105.2M | $344.6M | ||
| Q3 24 | $-14.6M | $311.4M |
毛利率BERMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 30.0% | 62.2% | ||
| Q4 25 | 31.0% | 61.8% | ||
| Q3 25 | 29.5% | 61.5% | ||
| Q2 25 | 27.0% | 60.8% | ||
| Q1 25 | 27.8% | 59.3% | ||
| Q4 24 | 38.7% | 58.6% | ||
| Q3 24 | 24.5% | 58.6% |
营业利润率BERMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 17.3% | 34.9% | ||
| Q4 25 | 11.3% | 34.6% | ||
| Q3 25 | 1.5% | 33.4% | ||
| Q2 25 | -0.9% | 33.7% | ||
| Q1 25 | -6.0% | 33.0% | ||
| Q4 24 | 18.5% | 32.5% | ||
| Q3 24 | -3.0% | 31.6% |
净利率BERMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 9.4% | 27.9% | ||
| Q4 25 | 0.2% | 27.6% | ||
| Q3 25 | -4.5% | 26.1% | ||
| Q2 25 | -10.6% | 28.2% | ||
| Q1 25 | -7.3% | 28.3% | ||
| Q4 24 | 18.5% | 26.9% | ||
| Q3 24 | -4.5% | 25.4% |
每股收益（稀释后）BERMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $0.44 | $2.74 | ||
| Q4 25 | $99.91 | $2.68 | ||
| Q3 25 | $-100.00 | $2.37 | ||
| Q2 25 | $-0.18 | $2.58 | ||
| Q1 25 | $-0.10 | $2.48 | ||
| Q4 24 | $0.45 | $2.34 | ||
| Q3 24 | $-0.06 | $2.11 |
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 | — | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $948.0K | $6.3B |
| 总资产 | $4.7B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资BERMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $595.1M | $1.4B | ||
| Q2 25 | $574.8M | $1.2B | ||
| Q1 25 | $794.8M | $932.7M | ||
| Q4 24 | $802.9M | $521.9M | ||
| Q3 24 | $495.7M | $426.4M |
总债务BERMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $2.6B | $403.9M | ||
| Q3 25 | $1.1B | $408.7M | ||
| Q2 25 | $1.1B | $658.4M | ||
| Q1 25 | $1.1B | $663.1M | ||
| Q4 24 | $1.1B | $662.9M | ||
| Q3 24 | $1.1B | $667.6M |
股东权益BERMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $948.0K | $6.5B | ||
| Q4 25 | $768.6M | $6.3B | ||
| Q3 25 | $653.1M | $6.1B | ||
| Q2 25 | $594.6M | $6.0B | ||
| Q1 25 | $578.3M | $5.5B | ||
| Q4 24 | $562.5M | $5.3B | ||
| Q3 24 | $430.9M | $5.2B |
总资产BERMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $4.7B | $8.8B | ||
| Q4 25 | $4.4B | $8.5B | ||
| Q3 25 | $2.6B | $8.3B | ||
| Q2 25 | $2.5B | $8.2B | ||
| Q1 25 | $2.6B | $7.6B | ||
| Q4 24 | $2.7B | $7.1B | ||
| Q3 24 | $2.6B | $7.2B |
负债/权益比BERMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 3.41× | 0.06× | ||
| Q3 25 | 1.73× | 0.07× | ||
| Q2 25 | 1.91× | 0.11× | ||
| Q1 25 | 1.96× | 0.12× | ||
| Q4 24 | 2.01× | 0.13× | ||
| Q3 24 | 2.62× | 0.13× |
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% |
RMD
暂无分部数据
