vs
Bloom Energy Corp(BE)与SKYWEST INC(SKYW)财务数据对比。点击上方公司名可切换其他公司
SKYWEST INC的季度营收约是Bloom Energy Corp的1.3倍($1.0B vs $751.1M),SKYWEST INC净利率更高(10.0% vs 9.4%,领先0.6%),SKYWEST INC同比增速更快(6.8% vs -3.4%),过去两年Bloom Energy Corp的营收复合增速更高(51.7% vs 8.1%)
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。
天西航空(SkyWest Inc.)是总部位于美国犹他州圣乔治的控股企业,旗下主营北美支线航空公司天西航空,同时运营飞机租赁业务,是北美区域航空运营领域的重要参与者。
BE vs SKYW — 直观对比
营收规模更大
SKYW
是对方的1.3倍
$751.1M
营收增速更快
SKYW
高出10.2%
-3.4%
净利率更高
SKYW
高出0.6%
9.4%
两年增速更快
BE
近两年复合增速
8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $751.1M | $1.0B |
| 净利润 | $70.7M | $101.7M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 12.2% |
| 净利率 | 9.4% | 10.0% |
| 营收同比 | -3.4% | 6.8% |
| 净利润同比 | 396.7% | 1.1% |
| 每股收益(稀释后) | $0.44 | $2.50 |
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
BE
SKYW
| Q1 26 | $751.1M | $1.0B | ||
| Q4 25 | $772.8M | $1.0B | ||
| Q3 25 | $513.3M | $1.1B | ||
| Q2 25 | $396.3M | $1.0B | ||
| Q1 25 | $319.3M | $948.5M | ||
| Q4 24 | $567.0M | $944.4M | ||
| Q3 24 | $321.8M | $912.8M | ||
| Q2 24 | $326.5M | $867.1M |
净利润
BE
SKYW
| Q1 26 | $70.7M | $101.7M | ||
| Q4 25 | $1.4M | $91.2M | ||
| Q3 25 | $-23.0M | $116.4M | ||
| Q2 25 | $-42.2M | $120.3M | ||
| Q1 25 | $-23.4M | $100.6M | ||
| Q4 24 | $105.2M | $97.4M | ||
| Q3 24 | $-14.6M | $89.7M | ||
| Q2 24 | $-61.2M | $75.6M |
毛利率
BE
SKYW
| 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
BE
SKYW
| Q1 26 | 17.3% | 12.2% | ||
| Q4 25 | 11.3% | 13.1% | ||
| Q3 25 | 1.5% | 16.6% | ||
| Q2 25 | -0.9% | 16.4% | ||
| Q1 25 | -6.0% | 14.7% | ||
| Q4 24 | 18.5% | 15.3% | ||
| Q3 24 | -3.0% | 14.4% | ||
| Q2 24 | -7.1% | 13.8% |
净利率
BE
SKYW
| Q1 26 | 9.4% | 10.0% | ||
| Q4 25 | 0.2% | 8.9% | ||
| Q3 25 | -4.5% | 11.1% | ||
| Q2 25 | -10.6% | 11.6% | ||
| Q1 25 | -7.3% | 10.6% | ||
| Q4 24 | 18.5% | 10.3% | ||
| Q3 24 | -4.5% | 9.8% | ||
| Q2 24 | -18.7% | 8.7% |
每股收益(稀释后)
BE
SKYW
| Q1 26 | $0.44 | $2.50 | ||
| Q4 25 | $99.91 | $2.21 | ||
| Q3 25 | $-100.00 | $2.81 | ||
| Q2 25 | $-0.18 | $2.91 | ||
| Q1 25 | $-0.10 | $2.42 | ||
| Q4 24 | $0.45 | $2.34 | ||
| Q3 24 | $-0.06 | $2.16 | ||
| Q2 24 | $-0.27 | $1.82 |
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 | — | — |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $948.0K | $2.7B |
| 总资产 | $4.7B | $7.3B |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势,按日历期对齐
现金及短期投资
BE
SKYW
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $122.7M | ||
| Q3 25 | $595.1M | $44.5M | ||
| Q2 25 | $574.8M | $48.3M | ||
| Q1 25 | $794.8M | $179.0M | ||
| Q4 24 | $802.9M | $227.4M | ||
| Q3 24 | $495.7M | $177.6M | ||
| Q2 24 | $581.7M | $141.8M |
总债务
BE
SKYW
| Q1 26 | — | $1.8B | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $2.4B | ||
| Q2 25 | $1.1B | $2.5B | ||
| Q1 25 | $1.1B | $2.6B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.1B | $2.8B |
股东权益
BE
SKYW
| Q1 26 | $948.0K | $2.7B | ||
| Q4 25 | $768.6M | $2.7B | ||
| Q3 25 | $653.1M | $2.7B | ||
| Q2 25 | $594.6M | $2.6B | ||
| Q1 25 | $578.3M | $2.5B | ||
| Q4 24 | $562.5M | $2.4B | ||
| Q3 24 | $430.9M | $2.3B | ||
| Q2 24 | $423.3M | $2.2B |
总资产
BE
SKYW
| Q1 26 | $4.7B | $7.3B | ||
| Q4 25 | $4.4B | $7.4B | ||
| Q3 25 | $2.6B | $7.2B | ||
| Q2 25 | $2.5B | $7.2B | ||
| Q1 25 | $2.6B | $7.1B | ||
| Q4 24 | $2.7B | $7.1B | ||
| Q3 24 | $2.6B | $7.0B | ||
| Q2 24 | $2.5B | $7.0B |
负债/权益比
BE
SKYW
| Q1 26 | — | 0.66× | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | 0.89× | ||
| Q2 25 | 1.91× | 0.97× | ||
| Q1 25 | 1.96× | 1.03× | ||
| Q4 24 | 2.01× | 1.11× | ||
| Q3 24 | 2.62× | 1.17× | ||
| Q2 24 | 2.66× | 1.25× |
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% |
SKYW
| Flying agreements | $977.9M | 97% |
| Lease, airport services and other | $35.3M | 3% |