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Bloom Energy Corp（BE）与SSR MINING INC.（SSRM）财务数据对比。点击上方公司名可切换其他公司
Bloom Energy Corp的季度营收约是SSR MINING INC.的1.4倍（$751.1M vs $521.7M），SSR MINING INC.净利率更高（34.8% vs 9.4%，领先25.4%），SSR MINING INC.同比增速更快（61.4% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 50.5%）
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。
SSR Mining Inc.（前身为白银标准资源公司）总部位于美国科罗拉多州丹佛，主营金、银、铜、铅、锌矿产开采，拥有阿根廷最大的银矿，同时在美洲全境及土耳其开展矿产勘探业务。2020年与阿拉瑟黄金合并后迁至丹佛，现任总裁兼首席执行官为罗德尼·P·安塔尔。
BE vs SSRM — 直观对比
营收规模更大
BE
是对方的1.4倍
$521.7M
营收增速更快
SSRM
高出64.9%
-3.4%
净利率更高
SSRM
高出25.4%
9.4%
两年增速更快
BE
近两年复合增速
50.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $521.7M |
| 净利润 | $70.7M | $181.5M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 38.8% |
| 净利率 | 9.4% | 34.8% |
| 营收同比 | -3.4% | 61.4% |
| 净利润同比 | 396.7% | 3166.6% |
| 每股收益（稀释后） | $0.44 | $0.84 |
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BESSRM
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $521.7M | ||
| Q3 25 | $513.3M | $385.8M | ||
| Q2 25 | $396.3M | $405.5M | ||
| Q1 25 | $319.3M | $316.6M | ||
| Q4 24 | $567.0M | $323.2M | ||
| Q3 24 | $321.8M | $257.4M | ||
| Q2 24 | $326.5M | $184.8M |
净利润BESSRM
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $181.5M | ||
| Q3 25 | $-23.0M | $65.4M | ||
| Q2 25 | $-42.2M | $90.1M | ||
| Q1 25 | $-23.4M | $58.8M | ||
| Q4 24 | $105.2M | $5.6M | ||
| Q3 24 | $-14.6M | $10.6M | ||
| Q2 24 | $-61.2M | $9.7M |
毛利率BESSRM
| 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BESSRM
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 38.8% | ||
| Q3 25 | 1.5% | 21.6% | ||
| Q2 25 | -0.9% | 26.9% | ||
| Q1 25 | -6.0% | 21.1% | ||
| Q4 24 | 18.5% | 10.6% | ||
| Q3 24 | -3.0% | 3.5% | ||
| Q2 24 | -7.1% | 5.8% |
净利率BESSRM
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 34.8% | ||
| Q3 25 | -4.5% | 17.0% | ||
| Q2 25 | -10.6% | 22.2% | ||
| Q1 25 | -7.3% | 18.6% | ||
| Q4 24 | 18.5% | 1.7% | ||
| Q3 24 | -4.5% | 4.1% | ||
| Q2 24 | -18.7% | 5.2% |
每股收益（稀释后）BESSRM
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.84 | ||
| Q3 25 | $-100.00 | $0.31 | ||
| Q2 25 | $-0.18 | $0.42 | ||
| Q1 25 | $-0.10 | $0.28 | ||
| Q4 24 | $0.45 | $0.03 | ||
| Q3 24 | $-0.06 | $0.05 | ||
| Q2 24 | $-0.27 | $0.05 |
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 | — | $575.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.0K | $3.5B |
| 总资产 | $4.7B | $6.1B |
| 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BESSRM
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $575.6M | ||
| Q3 25 | $595.1M | $445.4M | ||
| Q2 25 | $574.8M | $438.5M | ||
| Q1 25 | $794.8M | $341.3M | ||
| Q4 24 | $802.9M | $417.3M | ||
| Q3 24 | $495.7M | $365.8M | ||
| Q2 24 | $581.7M | $384.4M |
总债务BESSRM
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $228.6M | ||
| Q3 24 | $1.1B | $228.3M | ||
| Q2 24 | $1.1B | $228.0M |
股东权益BESSRM
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $3.5B | ||
| Q3 25 | $653.1M | $3.3B | ||
| Q2 25 | $594.6M | $3.3B | ||
| Q1 25 | $578.3M | $3.2B | ||
| Q4 24 | $562.5M | $3.1B | ||
| Q3 24 | $430.9M | $3.1B | ||
| Q2 24 | $423.3M | $3.1B |
总资产BESSRM
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $6.1B | ||
| Q3 25 | $2.6B | $5.9B | ||
| Q2 25 | $2.5B | $5.8B | ||
| Q1 25 | $2.6B | $5.6B | ||
| Q4 24 | $2.7B | $5.2B | ||
| Q3 24 | $2.6B | $5.1B | ||
| Q2 24 | $2.5B | $5.2B |
负债/权益比BESSRM
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 2.01× | 0.07× | ||
| Q3 24 | 2.62× | 0.07× | ||
| Q2 24 | 2.66× | 0.07× |
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 | — | $172.1M |
| 自由现金流经营现金流 - 资本支出 | — | $106.4M |
| 自由现金流率自由现金流/营收 | — | 20.4% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 0.95× |
| 过去12个月自由现金流最近4个季度 | — | $241.6M |
8季度趋势，按日历期对齐
经营现金流BESSRM
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $172.1M | ||
| Q3 25 | $19.7M | $57.2M | ||
| Q2 25 | $-213.1M | $157.8M | ||
| Q1 25 | $-110.7M | $84.8M | ||
| Q4 24 | $484.2M | $95.0M | ||
| Q3 24 | $-69.5M | $-1.3M | ||
| Q2 24 | $-175.5M | $-78.1M |
自由现金流BESSRM
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $106.4M | ||
| Q3 25 | $7.4M | $-2.4M | ||
| Q2 25 | $-220.4M | $98.4M | ||
| Q1 25 | $-124.9M | $39.3M | ||
| Q4 24 | $473.1M | $56.4M | ||
| Q3 24 | $-83.8M | $-34.1M | ||
| Q2 24 | $-187.5M | $-116.3M |
自由现金流率BESSRM
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 20.4% | ||
| Q3 25 | 1.4% | -0.6% | ||
| Q2 25 | -55.6% | 24.3% | ||
| Q1 25 | -39.1% | 12.4% | ||
| Q4 24 | 83.4% | 17.5% | ||
| Q3 24 | -26.0% | -13.2% | ||
| Q2 24 | -57.4% | -62.9% |
资本支出强度BESSRM
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 12.6% | ||
| Q3 25 | 2.4% | 15.4% | ||
| Q2 25 | 1.8% | 14.7% | ||
| Q1 25 | 4.5% | 14.4% | ||
| Q4 24 | 2.0% | 11.9% | ||
| Q3 24 | 4.4% | 12.7% | ||
| Q2 24 | 3.7% | 20.7% |
现金转化率BESSRM
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 0.95× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | 4.60× | 17.10× | ||
| Q3 24 | — | -0.13× | ||
| Q2 24 | — | -8.06× |
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% |
SSRM
| Gold | $369.3M | 71% |
| Concentrate Sales | $124.4M | 24% |
| Other | $19.1M | 4% |
| Lead | $9.0M | 2% |
