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Bloom Energy Corp(BE)与Woodward, Inc.(WWD)财务数据对比。点击上方公司名可切换其他公司
Woodward, Inc.的季度营收约是Bloom Energy Corp的1.3倍($996.5M vs $772.8M)。Woodward, Inc.净利率更高(13.4% vs 0.2%,领先13.2%)。Bloom Energy Corp同比增速更快(36.3% vs 29.0%)。Bloom Energy Corp自由现金流更多($395.1M vs $70.3M)。过去两年Bloom Energy Corp的营收复合增速更高(84.9% vs 9.2%)
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。
伍德沃德(Woodward, Inc.)是美国的控制系统及组件供应商,业务涵盖产品设计、制造与全链条服务,产品广泛应用于飞机、航空发动机、工业发动机与轮机、发电及移动工业设备领域,同时为国防领域供应军用装置及其他配套设备。
BE vs WWD — 直观对比
营收规模更大
WWD
是对方的1.3倍
$772.8M
营收增速更快
BE
高出7.3%
29.0%
净利率更高
WWD
高出13.2%
0.2%
自由现金流更多
BE
多$324.8M
$70.3M
两年增速更快
BE
近两年复合增速
9.2%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $772.8M | $996.5M |
| 净利润 | $1.4M | $133.7M |
| 毛利率 | 31.0% | 29.3% |
| 营业利润率 | 11.3% | 17.0% |
| 净利率 | 0.2% | 13.4% |
| 营收同比 | 36.3% | 29.0% |
| 净利润同比 | -98.6% | 53.5% |
| 每股收益(稀释后) | $99.91 | $2.17 |
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
WWD
| Q4 25 | $772.8M | $996.5M | ||
| Q3 25 | $513.3M | $995.3M | ||
| Q2 25 | $396.3M | $915.4M | ||
| Q1 25 | $319.3M | $883.6M | ||
| Q4 24 | $567.0M | $772.7M | ||
| Q3 24 | $321.8M | $854.5M | ||
| Q2 24 | $326.5M | $847.7M | ||
| Q1 24 | $226.1M | $835.3M |
净利润
BE
WWD
| Q4 25 | $1.4M | $133.7M | ||
| Q3 25 | $-23.0M | $137.6M | ||
| Q2 25 | $-42.2M | $108.4M | ||
| Q1 25 | $-23.4M | $108.9M | ||
| Q4 24 | $105.2M | $87.1M | ||
| Q3 24 | $-14.6M | $83.3M | ||
| Q2 24 | $-61.2M | $102.1M | ||
| Q1 24 | $-56.5M | $97.6M |
毛利率
BE
WWD
| Q4 25 | 31.0% | 29.3% | ||
| Q3 25 | 29.5% | 27.9% | ||
| Q2 25 | 27.0% | 27.2% | ||
| Q1 25 | 27.8% | 27.2% | ||
| Q4 24 | 38.7% | 24.5% | ||
| Q3 24 | 24.5% | 24.3% | ||
| Q2 24 | 21.0% | 27.1% | ||
| Q1 24 | 16.8% | 28.1% |
营业利润率
BE
WWD
| Q4 25 | 11.3% | 17.0% | ||
| Q3 25 | 1.5% | 16.1% | ||
| Q2 25 | -0.9% | 13.9% | ||
| Q1 25 | -6.0% | 15.0% | ||
| Q4 24 | 18.5% | 13.2% | ||
| Q3 24 | -3.0% | 11.9% | ||
| Q2 24 | -7.1% | 14.4% | ||
| Q1 24 | -21.7% | 14.4% |
净利率
BE
WWD
| Q4 25 | 0.2% | 13.4% | ||
| Q3 25 | -4.5% | 13.8% | ||
| Q2 25 | -10.6% | 11.8% | ||
| Q1 25 | -7.3% | 12.3% | ||
| Q4 24 | 18.5% | 11.3% | ||
| Q3 24 | -4.5% | 9.7% | ||
| Q2 24 | -18.7% | 12.0% | ||
| Q1 24 | -25.0% | 11.7% |
每股收益(稀释后)
BE
WWD
| Q4 25 | $99.91 | $2.17 | ||
| Q3 25 | $-100.00 | $2.23 | ||
| Q2 25 | $-0.18 | $1.76 | ||
| Q1 25 | $-0.10 | $1.78 | ||
| Q4 24 | $0.45 | $1.42 | ||
| Q3 24 | $-0.06 | $1.36 | ||
| Q2 24 | $-0.27 | $1.63 | ||
| Q1 24 | $-0.25 | $1.56 |
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 | $2.5B | $454.2M |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $768.6M | $2.6B |
| 总资产 | $4.4B | $4.7B |
| 负债/权益比越低杠杆越低 | 3.41× | — |
8季度趋势,按日历期对齐
现金及短期投资
BE
WWD
| Q4 25 | $2.5B | $454.2M | ||
| Q3 25 | $595.1M | $327.4M | ||
| Q2 25 | $574.8M | $473.2M | ||
| Q1 25 | $794.8M | $364.1M | ||
| Q4 24 | $802.9M | $283.7M | ||
| Q3 24 | $495.7M | $282.3M | ||
| Q2 24 | $581.7M | $308.3M | ||
| Q1 24 | $516.0M | $316.9M |
总债务
BE
WWD
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $579.9M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $655.5M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $847.9M | — |
股东权益
BE
WWD
| Q4 25 | $768.6M | $2.6B | ||
| Q3 25 | $653.1M | $2.6B | ||
| Q2 25 | $594.6M | $2.5B | ||
| Q1 25 | $578.3M | $2.3B | ||
| Q4 24 | $562.5M | $2.2B | ||
| Q3 24 | $430.9M | $2.2B | ||
| Q2 24 | $423.3M | $2.2B | ||
| Q1 24 | $466.1M | $2.3B |
总资产
BE
WWD
| Q4 25 | $4.4B | $4.7B | ||
| Q3 25 | $2.6B | $4.6B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.7B | $4.3B | ||
| Q3 24 | $2.6B | $4.4B | ||
| Q2 24 | $2.5B | $4.3B | ||
| Q1 24 | $2.3B | $4.4B |
负债/权益比
BE
WWD
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | 0.23× | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.62× | 0.30× | ||
| Q2 24 | 2.66× | — | ||
| Q1 24 | 1.82× | — |
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 | $418.1M | $114.4M |
| 自由现金流经营现金流 - 资本支出 | $395.1M | $70.3M |
| 自由现金流率自由现金流/营收 | 51.1% | 7.1% |
| 资本支出强度资本支出/营收 | 3.0% | 4.4% |
| 现金转化率经营现金流/净利润 | 293.18× | 0.86× |
| 过去12个月自由现金流最近4个季度 | $57.2M | $409.7M |
8季度趋势,按日历期对齐
经营现金流
BE
WWD
| Q4 25 | $418.1M | $114.4M | ||
| Q3 25 | $19.7M | $233.3M | ||
| Q2 25 | $-213.1M | $125.6M | ||
| Q1 25 | $-110.7M | $77.8M | ||
| Q4 24 | $484.2M | $34.5M | ||
| Q3 24 | $-69.5M | $141.8M | ||
| Q2 24 | $-175.5M | $153.2M | ||
| Q1 24 | $-147.3M | $97.3M |
自由现金流
BE
WWD
| Q4 25 | $395.1M | $70.3M | ||
| Q3 25 | $7.4M | $180.9M | ||
| Q2 25 | $-220.4M | $99.1M | ||
| Q1 25 | $-124.9M | $59.4M | ||
| Q4 24 | $473.1M | $942.0K | ||
| Q3 24 | $-83.8M | $117.7M | ||
| Q2 24 | $-187.5M | $137.3M | ||
| Q1 24 | $-168.7M | $82.8M |
自由现金流率
BE
WWD
| Q4 25 | 51.1% | 7.1% | ||
| Q3 25 | 1.4% | 18.2% | ||
| Q2 25 | -55.6% | 10.8% | ||
| Q1 25 | -39.1% | 6.7% | ||
| Q4 24 | 83.4% | 0.1% | ||
| Q3 24 | -26.0% | 13.8% | ||
| Q2 24 | -57.4% | 16.2% | ||
| Q1 24 | -74.6% | 9.9% |
资本支出强度
BE
WWD
| Q4 25 | 3.0% | 4.4% | ||
| Q3 25 | 2.4% | 5.3% | ||
| Q2 25 | 1.8% | 2.9% | ||
| Q1 25 | 4.5% | 2.1% | ||
| Q4 24 | 2.0% | 4.3% | ||
| Q3 24 | 4.4% | 2.8% | ||
| Q2 24 | 3.7% | 1.9% | ||
| Q1 24 | 9.5% | 1.7% |
现金转化率
BE
WWD
| Q4 25 | 293.18× | 0.86× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 4.60× | 0.40× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.50× | ||
| Q1 24 | — | 1.00× |
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
| Products | $638.5M | 83% |
| Installation | $67.3M | 9% |
| Services | $61.7M | 8% |
| Electricity | $10.2M | 1% |
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |