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Bloom Energy Corp（BE）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Bloom Energy Corp的1.9倍（$1.4B vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs 5.8%，领先3.6%），Bloom Energy Corp同比增速更快（130.4% vs 16.1%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 25.8%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
BE vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.9倍
$751.1M
营收增速更快
BE
高出114.2%
16.1%
净利率更高
BE
高出3.6%
5.8%
两年增速更快
BE
近两年复合增速
25.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.4B |
| 净利润 | $70.7M | $80.5M |
| 毛利率 | 30.0% | 43.5% |
| 营业利润率 | 17.3% | 4.7% |
| 净利率 | 9.4% | 5.8% |
| 营收同比 | 130.4% | 16.1% |
| 净利润同比 | — | 326.4% |
| 每股收益（稀释后） | $0.44 | $0.55 |
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BEROKU
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.4B | ||
| Q3 25 | $513.3M | $1.2B | ||
| Q2 25 | $396.3M | $1.1B | ||
| Q1 25 | $319.3M | $1.0B | ||
| Q4 24 | $567.0M | $1.2B | ||
| Q3 24 | $321.8M | $1.1B | ||
| Q2 24 | $326.5M | $968.2M |
净利润BEROKU
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $80.5M | ||
| Q3 25 | $-23.0M | $24.8M | ||
| Q2 25 | $-42.2M | $10.5M | ||
| Q1 25 | $-23.4M | $-27.4M | ||
| Q4 24 | $105.2M | $-35.5M | ||
| Q3 24 | $-14.6M | $-9.0M | ||
| Q2 24 | $-61.2M | $-34.0M |
毛利率BEROKU
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 43.5% | ||
| Q3 25 | 29.5% | 43.4% | ||
| Q2 25 | 27.0% | 44.8% | ||
| Q1 25 | 27.8% | 43.6% | ||
| Q4 24 | 38.7% | 42.7% | ||
| Q3 24 | 24.5% | 45.2% | ||
| Q2 24 | 21.0% | 43.9% |
营业利润率BEROKU
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 4.7% | ||
| Q3 25 | 1.5% | 0.8% | ||
| Q2 25 | -0.9% | -2.1% | ||
| Q1 25 | -6.0% | -5.7% | ||
| Q4 24 | 18.5% | -3.3% | ||
| Q3 24 | -3.0% | -3.4% | ||
| Q2 24 | -7.1% | -7.4% |
净利率BEROKU
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 5.8% | ||
| Q3 25 | -4.5% | 2.0% | ||
| Q2 25 | -10.6% | 0.9% | ||
| Q1 25 | -7.3% | -2.7% | ||
| Q4 24 | 18.5% | -3.0% | ||
| Q3 24 | -4.5% | -0.9% | ||
| Q2 24 | -18.7% | -3.5% |
每股收益（稀释后）BEROKU
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.55 | ||
| Q3 25 | $-100.00 | $0.16 | ||
| Q2 25 | $-0.18 | $0.07 | ||
| Q1 25 | $-0.10 | $-0.19 | ||
| Q4 24 | $0.45 | $-0.24 | ||
| Q3 24 | $-0.06 | $-0.06 | ||
| Q2 24 | $-0.27 | $-0.24 |
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 | — | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $2.7B |
| 总资产 | $4.7B | $4.4B |
| 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BEROKU
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.3B | ||
| Q3 25 | $595.1M | $2.3B | ||
| Q2 25 | $574.8M | $2.3B | ||
| Q1 25 | $794.8M | $2.3B | ||
| Q4 24 | $802.9M | $2.2B | ||
| Q3 24 | $495.7M | $2.1B | ||
| Q2 24 | $581.7M | $2.1B |
总债务BEROKU
| 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BEROKU
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $2.7B | ||
| Q3 25 | $653.1M | $2.6B | ||
| Q2 25 | $594.6M | $2.6B | ||
| Q1 25 | $578.3M | $2.5B | ||
| Q4 24 | $562.5M | $2.5B | ||
| Q3 24 | $430.9M | $2.5B | ||
| Q2 24 | $423.3M | $2.4B |
总资产BEROKU
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $4.4B | ||
| Q3 25 | $2.6B | $4.4B | ||
| Q2 25 | $2.5B | $4.3B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.7B | $4.3B | ||
| Q3 24 | $2.6B | $4.3B | ||
| Q2 24 | $2.5B | $4.1B |
负债/权益比BEROKU
| 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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流BEROKU
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $107.7M | ||
| Q3 25 | $19.7M | $127.6M | ||
| Q2 25 | $-213.1M | $109.7M | ||
| Q1 25 | $-110.7M | $138.7M | ||
| Q4 24 | $484.2M | $79.3M | ||
| Q3 24 | $-69.5M | $68.7M | ||
| Q2 24 | $-175.5M | $23.4M |
自由现金流BEROKU
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $106.6M | ||
| Q3 25 | $7.4M | $126.5M | ||
| Q2 25 | $-220.4M | $108.6M | ||
| Q1 25 | $-124.9M | $136.8M | ||
| Q4 24 | $473.1M | $76.8M | ||
| Q3 24 | $-83.8M | $67.6M | ||
| Q2 24 | $-187.5M | $22.5M |
自由现金流率BEROKU
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 7.6% | ||
| Q3 25 | 1.4% | 10.4% | ||
| Q2 25 | -55.6% | 9.8% | ||
| Q1 25 | -39.1% | 13.4% | ||
| Q4 24 | 83.4% | 6.4% | ||
| Q3 24 | -26.0% | 6.4% | ||
| Q2 24 | -57.4% | 2.3% |
资本支出强度BEROKU
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.1% | ||
| Q3 25 | 2.4% | 0.1% | ||
| Q2 25 | 1.8% | 0.1% | ||
| Q1 25 | 4.5% | 0.2% | ||
| Q4 24 | 2.0% | 0.2% | ||
| Q3 24 | 4.4% | 0.1% | ||
| Q2 24 | 3.7% | 0.1% |
现金转化率BEROKU
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | — | 10.45× | ||
| 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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
