vs
Bloom Energy Corp（BE）与TKO Group Holdings（TKO）财务数据对比。点击上方公司名可切换其他公司
TKO Group Holdings的季度营收约是Bloom Energy Corp的1.4倍（$1.0B vs $751.1M），Bloom Energy Corp净利率更高（9.4% vs -0.2%，领先9.6%），TKO Group Holdings同比增速更快（61.6% vs -3.4%），过去两年Bloom Energy Corp的营收复合增速更高（51.7% vs 28.4%）
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。
TKO Group Holdings是美国体育及体育娱乐上市企业，成立于2023年9月12日，由奋进集团（Endeavor）子公司、终极格斗冠军赛（UFC）母公司Zuffa与职业摔跤品牌世界摔角娱乐（WWE）合并组建，主营综合格斗、职业摔跤赛事运营及相关娱乐内容业务。
BE vs TKO — 直观对比
营收规模更大
TKO
是对方的1.4倍
$751.1M
营收增速更快
TKO
高出65.1%
-3.4%
净利率更高
BE
高出9.6%
-0.2%
两年增速更快
BE
近两年复合增速
28.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.1M | $1.0B |
| 净利润 | $70.7M | $-2.4M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 5.5% |
| 净利率 | 9.4% | -0.2% |
| 营收同比 | -3.4% | 61.6% |
| 净利润同比 | 396.7% | -107.7% |
| 每股收益（稀释后） | $0.44 | $-0.07 |
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BETKO
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $1.0B | ||
| Q3 25 | $513.3M | $1.1B | ||
| Q2 25 | $396.3M | $1.3B | ||
| Q1 25 | $319.3M | $1.3B | ||
| Q4 24 | $567.0M | $642.2M | ||
| Q3 24 | $321.8M | $681.3M | ||
| Q2 24 | $326.5M | $851.2M |
净利润BETKO
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-2.4M | ||
| Q3 25 | $-23.0M | $41.0M | ||
| Q2 25 | $-42.2M | $98.4M | ||
| Q1 25 | $-23.4M | $58.4M | ||
| Q4 24 | $105.2M | $31.0M | ||
| Q3 24 | $-14.6M | $23.1M | ||
| Q2 24 | $-61.2M | $59.1M |
毛利率BETKO
| 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BETKO
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 5.5% | ||
| Q3 25 | 1.5% | 15.4% | ||
| Q2 25 | -0.9% | 28.1% | ||
| Q1 25 | -6.0% | 18.7% | ||
| Q4 24 | 18.5% | 15.9% | ||
| Q3 24 | -3.0% | 20.0% | ||
| Q2 24 | -7.1% | 30.0% |
净利率BETKO
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -0.2% | ||
| Q3 25 | -4.5% | 3.7% | ||
| Q2 25 | -10.6% | 7.5% | ||
| Q1 25 | -7.3% | 4.6% | ||
| Q4 24 | 18.5% | 4.8% | ||
| Q3 24 | -4.5% | 3.4% | ||
| Q2 24 | -18.7% | 6.9% |
每股收益（稀释后）BETKO
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $-0.07 | ||
| Q3 25 | $-100.00 | $0.47 | ||
| Q2 25 | $-0.18 | $1.17 | ||
| Q1 25 | $-0.10 | $0.69 | ||
| Q4 24 | $0.45 | $0.28 | ||
| Q3 24 | $-0.06 | $0.28 | ||
| Q2 24 | $-0.27 | $0.72 |
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 | — | $831.1M |
| 总债务越低越好 | — | $3.8B |
| 股东权益账面价值 | $948.0K | $3.7B |
| 总资产 | $4.7B | $15.5B |
| 负债/权益比越低杠杆越低 | — | 1.01× |
8季度趋势，按日历期对齐
现金及短期投资BETKO
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $831.1M | ||
| Q3 25 | $595.1M | $861.4M | ||
| Q2 25 | $574.8M | $535.1M | ||
| Q1 25 | $794.8M | $470.9M | ||
| Q4 24 | $802.9M | $525.6M | ||
| Q3 24 | $495.7M | $457.4M | ||
| Q2 24 | $581.7M | $277.5M |
总债务BETKO
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $3.8B | ||
| Q3 25 | $1.1B | $3.7B | ||
| Q2 25 | $1.1B | $2.7B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.1B | $2.7B |
股东权益BETKO
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $3.7B | ||
| Q3 25 | $653.1M | $3.8B | ||
| Q2 25 | $594.6M | $4.3B | ||
| Q1 25 | $578.3M | $4.2B | ||
| Q4 24 | $562.5M | $4.1B | ||
| Q3 24 | $430.9M | $4.0B | ||
| Q2 24 | $423.3M | $4.0B |
总资产BETKO
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $15.5B | ||
| Q3 25 | $2.6B | $15.5B | ||
| Q2 25 | $2.5B | $15.3B | ||
| Q1 25 | $2.6B | $15.0B | ||
| Q4 24 | $2.7B | $12.7B | ||
| Q3 24 | $2.6B | $12.8B | ||
| Q2 24 | $2.5B | $12.7B |
负债/权益比BETKO
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 1.01× | ||
| Q3 25 | 1.73× | 0.98× | ||
| Q2 25 | 1.91× | 0.64× | ||
| Q1 25 | 1.96× | 0.66× | ||
| Q4 24 | 2.01× | 0.67× | ||
| Q3 24 | 2.62× | 0.67× | ||
| Q2 24 | 2.66× | 0.68× |
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 | — | $309.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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季度趋势，按日历期对齐
经营现金流BETKO
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $309.9M | ||
| Q3 25 | $19.7M | $416.8M | ||
| Q2 25 | $-213.1M | $396.2M | ||
| Q1 25 | $-110.7M | $162.8M | ||
| Q4 24 | $484.2M | $56.8M | ||
| Q3 24 | $-69.5M | $236.5M | ||
| Q2 24 | $-175.5M | $230.7M |
自由现金流BETKO
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | — | ||
| Q3 25 | $7.4M | — | ||
| Q2 25 | $-220.4M | — | ||
| Q1 25 | $-124.9M | — | ||
| Q4 24 | $473.1M | — | ||
| Q3 24 | $-83.8M | — | ||
| Q2 24 | $-187.5M | — |
自由现金流率BETKO
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | -55.6% | — | ||
| Q1 25 | -39.1% | — | ||
| Q4 24 | 83.4% | — | ||
| Q3 24 | -26.0% | — | ||
| Q2 24 | -57.4% | — |
资本支出强度BETKO
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 3.7% | — |
现金转化率BETKO
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | 10.16× | ||
| Q2 25 | — | 4.03× | ||
| Q1 25 | — | 2.79× | ||
| Q4 24 | 4.60× | 1.83× | ||
| Q3 24 | — | 10.22× | ||
| Q2 24 | — | 3.90× |
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% |
TKO
| World Wrestling Entertainment Segment | $359.6M | 35% |
| IMG Segment | $247.6M | 24% |
| Media Rights Production And Content | $222.6M | 21% |
| Partnerships And Marketing | $93.3M | 9% |
| Live Events And Hospitality | $72.2M | 7% |
| Other | $29.4M | 3% |
| Consumer Products Licensing And Other | $13.2M | 1% |
