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Bloom Energy Corp（BE）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是Bloom Energy Corp的2.0倍（$1.5B vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs -3.1%，领先12.5%），Bloom Energy Corp同比增速更快（130.4% vs -11.9%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 26.8%）
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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
BE vs RXO — 直观对比
营收规模更大
RXO
是对方的2.0倍
$751.1M
营收增速更快
BE
高出142.2%
-11.9%
净利率更高
BE
高出12.5%
-3.1%
两年增速更快
BE
近两年复合增速
26.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.5B |
| 净利润 | $70.7M | $-46.0M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | -2.9% |
| 净利率 | 9.4% | -3.1% |
| 营收同比 | 130.4% | -11.9% |
| 净利润同比 | — | -84.0% |
| 每股收益（稀释后） | $0.44 | $-0.28 |
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BERXO
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.5B | ||
| Q3 25 | $513.3M | $1.4B | ||
| Q2 25 | $396.3M | $1.4B | ||
| Q1 25 | $319.3M | $1.4B | ||
| Q4 24 | $567.0M | $1.7B | ||
| Q3 24 | $321.8M | $1.0B | ||
| Q2 24 | $326.5M | $930.0M |
净利润BERXO
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-46.0M | ||
| Q3 25 | $-23.0M | $-14.0M | ||
| Q2 25 | $-42.2M | $-9.0M | ||
| Q1 25 | $-23.4M | $-31.0M | ||
| Q4 24 | $105.2M | $-25.0M | ||
| Q3 24 | $-14.6M | $-243.0M | ||
| Q2 24 | $-61.2M | $-7.0M |
毛利率BERXO
| 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BERXO
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | -2.9% | ||
| Q3 25 | 1.5% | -0.5% | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | -6.0% | -2.1% | ||
| Q4 24 | 18.5% | -1.4% | ||
| Q3 24 | -3.0% | -1.9% | ||
| Q2 24 | -7.1% | — |
净利率BERXO
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -3.1% | ||
| Q3 25 | -4.5% | -1.0% | ||
| Q2 25 | -10.6% | -0.6% | ||
| Q1 25 | -7.3% | -2.2% | ||
| Q4 24 | 18.5% | -1.5% | ||
| Q3 24 | -4.5% | -23.4% | ||
| Q2 24 | -18.7% | -0.8% |
每股收益（稀释后）BERXO
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $-0.28 | ||
| Q3 25 | $-100.00 | $-0.08 | ||
| Q2 25 | $-0.18 | $-0.05 | ||
| Q1 25 | $-0.10 | $-0.18 | ||
| Q4 24 | $0.45 | $-0.17 | ||
| Q3 24 | $-0.06 | $-1.81 | ||
| Q2 24 | $-0.27 | $-0.06 |
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 | — | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $948.0K | $1.5B |
| 总资产 | $4.7B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资BERXO
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $17.0M | ||
| Q3 25 | $595.1M | $25.0M | ||
| Q2 25 | $574.8M | $18.0M | ||
| Q1 25 | $794.8M | $16.0M | ||
| Q4 24 | $802.9M | $35.0M | ||
| Q3 24 | $495.7M | $55.0M | ||
| Q2 24 | $581.7M | $7.0M |
总债务BERXO
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $387.0M | ||
| Q3 25 | $1.1B | $387.0M | ||
| Q2 25 | $1.1B | $387.0M | ||
| Q1 25 | $1.1B | $387.0M | ||
| Q4 24 | $1.1B | $351.0M | ||
| Q3 24 | $1.1B | $352.0M | ||
| Q2 24 | $1.1B | $370.0M |
股东权益BERXO
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.5B | ||
| Q3 25 | $653.1M | $1.6B | ||
| Q2 25 | $594.6M | $1.6B | ||
| Q1 25 | $578.3M | $1.6B | ||
| Q4 24 | $562.5M | $1.6B | ||
| Q3 24 | $430.9M | $1.7B | ||
| Q2 24 | $423.3M | $579.0M |
总资产BERXO
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $3.3B | ||
| Q3 25 | $2.6B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.6B | $3.3B | ||
| Q4 24 | $2.7B | $3.4B | ||
| Q3 24 | $2.6B | $3.4B | ||
| Q2 24 | $2.5B | $1.8B |
负债/权益比BERXO
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.25× | ||
| Q3 25 | 1.73× | 0.24× | ||
| Q2 25 | 1.91× | 0.24× | ||
| Q1 25 | 1.96× | 0.24× | ||
| Q4 24 | 2.01× | 0.22× | ||
| Q3 24 | 2.62× | 0.21× | ||
| Q2 24 | 2.66× | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流BERXO
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $7.0M | ||
| Q3 25 | $19.7M | $23.0M | ||
| Q2 25 | $-213.1M | $23.0M | ||
| Q1 25 | $-110.7M | $-2.0M | ||
| Q4 24 | $484.2M | $-7.0M | ||
| Q3 24 | $-69.5M | $-7.0M | ||
| Q2 24 | $-175.5M | $-5.0M |
自由现金流BERXO
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $-9.0M | ||
| Q3 25 | $7.4M | $9.0M | ||
| Q2 25 | $-220.4M | $9.0M | ||
| Q1 25 | $-124.9M | $-17.0M | ||
| Q4 24 | $473.1M | $-19.0M | ||
| Q3 24 | $-83.8M | $-18.0M | ||
| Q2 24 | $-187.5M | $-16.0M |
自由现金流率BERXO
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | -0.6% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | -55.6% | 0.6% | ||
| Q1 25 | -39.1% | -1.2% | ||
| Q4 24 | 83.4% | -1.1% | ||
| Q3 24 | -26.0% | -1.7% | ||
| Q2 24 | -57.4% | -1.7% |
资本支出强度BERXO
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | 2.4% | 1.0% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 4.5% | 1.0% | ||
| Q4 24 | 2.0% | 0.7% | ||
| Q3 24 | 4.4% | 1.1% | ||
| Q2 24 | 3.7% | 1.2% |
现金转化率BERXO
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
