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Bloom Energy Corp(BE)与Voya Financial, Inc.(VOYA)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Voya Financial, Inc.的1.2倍($751.1M vs $603.0M),Voya Financial, Inc.净利率更高(23.2% vs 9.4%,领先13.8%),Voya Financial, Inc.同比增速更快(7.5% vs -3.4%),过去两年Bloom Energy Corp的营收复合增速更高(51.7% vs 7.8%)
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。
Voya Financial是总部位于美国纽约的金融服务机构,业务覆盖退休规划、投资管理及保险领域。其前身为ING集团美国运营子公司,2013年完成分拆并通过首次公开募股获得独立资金支持,2014年4月正式启用Voya Financial品牌,旗下前身机构最早在1970年代就已进入美国市场。
BE vs VOYA — 直观对比
营收规模更大
BE
是对方的1.2倍
$603.0M
营收增速更快
VOYA
高出10.9%
-3.4%
净利率更高
VOYA
高出13.8%
9.4%
两年增速更快
BE
近两年复合增速
7.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $751.1M | $603.0M |
| 净利润 | $70.7M | $140.0M |
| 毛利率 | 30.0% | — |
| 营业利润率 | 17.3% | 28.0% |
| 净利率 | 9.4% | 23.2% |
| 营收同比 | -3.4% | 7.5% |
| 净利润同比 | 396.7% | 44.3% |
| 每股收益(稀释后) | $0.44 | $1.41 |
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
VOYA
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $603.0M | ||
| Q3 25 | $513.3M | $572.0M | ||
| Q2 25 | $396.3M | $542.0M | ||
| Q1 25 | $319.3M | $538.0M | ||
| Q4 24 | $567.0M | $561.0M | ||
| Q3 24 | $321.8M | $542.0M | ||
| Q2 24 | $326.5M | $528.0M |
净利润
BE
VOYA
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $140.0M | ||
| Q3 25 | $-23.0M | $192.0M | ||
| Q2 25 | $-42.2M | $166.0M | ||
| Q1 25 | $-23.4M | $156.0M | ||
| Q4 24 | $105.2M | $97.0M | ||
| Q3 24 | $-14.6M | $114.0M | ||
| Q2 24 | $-61.2M | $205.0M |
毛利率
BE
VOYA
| 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
VOYA
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 28.0% | ||
| Q3 25 | 1.5% | 53.7% | ||
| Q2 25 | -0.9% | 34.7% | ||
| Q1 25 | -6.0% | 32.2% | ||
| Q4 24 | 18.5% | 21.4% | ||
| Q3 24 | -3.0% | 21.4% | ||
| Q2 24 | -7.1% | 52.3% |
净利率
BE
VOYA
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 23.2% | ||
| Q3 25 | -4.5% | 33.6% | ||
| Q2 25 | -10.6% | 30.6% | ||
| Q1 25 | -7.3% | 29.0% | ||
| Q4 24 | 18.5% | 17.3% | ||
| Q3 24 | -4.5% | 21.0% | ||
| Q2 24 | -18.7% | 38.8% |
每股收益(稀释后)
BE
VOYA
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $1.41 | ||
| Q3 25 | $-100.00 | $1.80 | ||
| Q2 25 | $-0.18 | $1.66 | ||
| Q1 25 | $-0.10 | $1.42 | ||
| Q4 24 | $0.45 | $0.99 | ||
| Q3 24 | $-0.06 | $0.98 | ||
| Q2 24 | $-0.27 | $1.96 |
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 | — | $2.1B |
| 股东权益账面价值 | $948.0K | $5.0B |
| 总资产 | $4.7B | $178.9B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
BE
VOYA
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $595.1M | — | ||
| Q2 25 | $574.8M | — | ||
| Q1 25 | $794.8M | — | ||
| Q4 24 | $802.9M | — | ||
| Q3 24 | $495.7M | — | ||
| Q2 24 | $581.7M | — |
总债务
BE
VOYA
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $2.5B | ||
| Q3 24 | $1.1B | $2.5B | ||
| Q2 24 | $1.1B | $2.1B |
股东权益
BE
VOYA
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $5.0B | ||
| Q3 25 | $653.1M | $5.0B | ||
| Q2 25 | $594.6M | $4.6B | ||
| Q1 25 | $578.3M | $4.4B | ||
| Q4 24 | $562.5M | $4.0B | ||
| Q3 24 | $430.9M | $4.7B | ||
| Q2 24 | $423.3M | $4.0B |
总资产
BE
VOYA
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $178.9B | ||
| Q3 25 | $2.6B | $177.4B | ||
| Q2 25 | $2.5B | $172.4B | ||
| Q1 25 | $2.6B | $163.9B | ||
| Q4 24 | $2.7B | $163.9B | ||
| Q3 24 | $2.6B | $166.9B | ||
| Q2 24 | $2.5B | $161.3B |
负债/权益比
BE
VOYA
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.42× | ||
| Q3 25 | 1.73× | 0.42× | ||
| Q2 25 | 1.91× | 0.45× | ||
| Q1 25 | 1.96× | 0.48× | ||
| Q4 24 | 2.01× | 0.62× | ||
| Q3 24 | 2.62× | 0.53× | ||
| Q2 24 | 2.66× | 0.52× |
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 | — | $557.0M |
| 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 | — | 3.98× |
| 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
BE
VOYA
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $557.0M | ||
| Q3 25 | $19.7M | $168.0M | ||
| Q2 25 | $-213.1M | $742.0M | ||
| Q1 25 | $-110.7M | $-179.0M | ||
| Q4 24 | $484.2M | $79.0M | ||
| Q3 24 | $-69.5M | $719.0M | ||
| Q2 24 | $-175.5M | $316.0M |
自由现金流
BE
VOYA
| 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
BE
VOYA
| 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
BE
VOYA
| 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
BE
VOYA
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 3.98× | ||
| Q3 25 | — | 0.88× | ||
| Q2 25 | — | 4.47× | ||
| Q1 25 | — | -1.15× | ||
| Q4 24 | 4.60× | 0.81× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | 1.54× |
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% |
VOYA
| Other | $295.0M | 49% |
| Investment Management Segment | $274.0M | 45% |
| Distribution Fees Member | $34.0M | 6% |