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Bloom Energy Corp（BE）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Bloom Energy Corp的1.0倍（$766.5M vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs 2.2%，领先7.3%），Bloom Energy Corp同比增速更快（130.4% vs 2.5%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
BE vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.0倍
$751.1M
营收增速更快
BE
高出127.8%
2.5%
净利率更高
BE
高出7.3%
2.2%
两年增速更快
BE
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $766.5M |
| 净利润 | $70.7M | $16.5M |
| 毛利率 | 30.0% | 13.4% |
| 营业利润率 | 17.3% | 2.3% |
| 净利率 | 9.4% | 2.2% |
| 营收同比 | 130.4% | 2.5% |
| 净利润同比 | — | -3.3% |
| 每股收益（稀释后） | $0.44 | $0.75 |
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BESCSC
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $766.5M | ||
| Q3 25 | $513.3M | $739.6M | ||
| Q2 25 | $396.3M | $812.9M | ||
| Q1 25 | $319.3M | $704.8M | ||
| Q4 24 | $567.0M | $747.5M | ||
| Q3 24 | $321.8M | $775.6M | ||
| Q2 24 | $326.5M | $746.1M |
净利润BESCSC
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $16.5M | ||
| Q3 25 | $-23.0M | $19.9M | ||
| Q2 25 | $-42.2M | $20.1M | ||
| Q1 25 | $-23.4M | $17.4M | ||
| Q4 24 | $105.2M | $17.1M | ||
| Q3 24 | $-14.6M | $17.0M | ||
| Q2 24 | $-61.2M | $16.1M |
毛利率BESCSC
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 13.4% | ||
| Q3 25 | 29.5% | 14.5% | ||
| Q2 25 | 27.0% | 12.9% | ||
| Q1 25 | 27.8% | 14.2% | ||
| Q4 24 | 38.7% | 13.6% | ||
| Q3 24 | 24.5% | 13.1% | ||
| Q2 24 | 21.0% | 13.0% |
营业利润率BESCSC
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 2.3% | ||
| Q3 25 | 1.5% | 3.5% | ||
| Q2 25 | -0.9% | 3.3% | ||
| Q1 25 | -6.0% | 3.2% | ||
| Q4 24 | 18.5% | 2.5% | ||
| Q3 24 | -3.0% | 2.3% | ||
| Q2 24 | -7.1% | 2.9% |
净利率BESCSC
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | -4.5% | 2.7% | ||
| Q2 25 | -10.6% | 2.5% | ||
| Q1 25 | -7.3% | 2.5% | ||
| Q4 24 | 18.5% | 2.3% | ||
| Q3 24 | -4.5% | 2.2% | ||
| Q2 24 | -18.7% | 2.2% |
每股收益（稀释后）BESCSC
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.75 | ||
| Q3 25 | $-100.00 | $0.89 | ||
| Q2 25 | $-0.18 | $0.87 | ||
| Q1 25 | $-0.10 | $0.74 | ||
| Q4 24 | $0.45 | $0.70 | ||
| Q3 24 | $-0.06 | $0.69 | ||
| Q2 24 | $-0.27 | $0.66 |
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 | — | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $910.9M |
| 总资产 | $4.7B | $1.7B |
| 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BESCSC
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $83.5M | ||
| Q3 25 | $595.1M | $124.9M | ||
| Q2 25 | $574.8M | $126.2M | ||
| Q1 25 | $794.8M | $146.3M | ||
| Q4 24 | $802.9M | $110.5M | ||
| Q3 24 | $495.7M | $145.0M | ||
| Q2 24 | $581.7M | $185.5M |
总债务BESCSC
| 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BESCSC
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $910.9M | ||
| Q3 25 | $653.1M | $914.0M | ||
| Q2 25 | $594.6M | $906.4M | ||
| Q1 25 | $578.3M | $901.7M | ||
| Q4 24 | $562.5M | $900.7M | ||
| Q3 24 | $430.9M | $920.9M | ||
| Q2 24 | $423.3M | $924.3M |
总资产BESCSC
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.5B | $1.8B |
负债/权益比BESCSC
| 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 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BESCSC
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $30.8M | ||
| Q3 25 | $19.7M | $23.2M | ||
| Q2 25 | $-213.1M | — | ||
| Q1 25 | $-110.7M | $66.1M | ||
| Q4 24 | $484.2M | $-6.2M | ||
| Q3 24 | $-69.5M | $44.8M | ||
| Q2 24 | $-175.5M | — |
自由现金流BESCSC
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $28.9M | ||
| Q3 25 | $7.4M | $20.8M | ||
| Q2 25 | $-220.4M | — | ||
| Q1 25 | $-124.9M | $64.6M | ||
| Q4 24 | $473.1M | $-8.2M | ||
| Q3 24 | $-83.8M | $42.5M | ||
| Q2 24 | $-187.5M | — |
自由现金流率BESCSC
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 3.8% | ||
| Q3 25 | 1.4% | 2.8% | ||
| Q2 25 | -55.6% | — | ||
| Q1 25 | -39.1% | 9.2% | ||
| Q4 24 | 83.4% | -1.1% | ||
| Q3 24 | -26.0% | 5.5% | ||
| Q2 24 | -57.4% | — |
资本支出强度BESCSC
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.3% | ||
| Q3 25 | 2.4% | 0.3% | ||
| Q2 25 | 1.8% | 0.3% | ||
| Q1 25 | 4.5% | 0.2% | ||
| Q4 24 | 2.0% | 0.3% | ||
| Q3 24 | 4.4% | 0.3% | ||
| Q2 24 | 3.7% | 0.2% |
现金转化率BESCSC
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | 4.60× | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| 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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
