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布鲁姆能源（CLNE）与Sunrun Inc.（RUN）财务数据对比。点击上方公司名可切换其他公司
布鲁姆能源的季度营收约是Sunrun Inc.的1.7倍（$2.0B vs $1.2B），Sunrun Inc.净利率更高（8.9% vs -6.7%，领先15.6%），Sunrun Inc.同比增速更快（123.5% vs -0.0%），过去两年布鲁姆能源的营收复合增速更高（354.7% vs 59.0%）
布鲁姆能源是一家美国上市企业，设计并制造固体氧化物燃料电池，该产品可在数据中心、制造业及其他商业领域的场所内独立发电。公司成立于2001年，总部位于加利福尼亚州圣何塞，其技术依靠化学转化过程发电，无需依赖传统燃烧，可使用天然气、沼气或氢气作为燃料。
Sunrun Inc.是美国知名的光伏系统及电池储能产品供应商，业务以服务住宅客户为主，2007年成立，总部位于加利福尼亚州旧金山，致力于为家庭用户提供高效的清洁能源解决方案。
CLNE vs RUN — 直观对比
营收规模更大
CLNE
是对方的1.7倍
$1.2B
营收增速更快
RUN
高出123.6%
-0.0%
净利率更高
RUN
高出15.6%
-6.7%
两年增速更快
CLNE
近两年复合增速
59.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $-135.0M | $103.6M |
| 毛利率 | — | — |
| 营业利润率 | 88.6% | 8.4% |
| 净利率 | -6.7% | 8.9% |
| 营收同比 | -0.0% | 123.5% |
| 净利润同比 | — | 103.7% |
| 每股收益（稀释后） | — | $0.38 |
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CLNERUN
| Q1 26 | $2.0B | — | ||
| Q4 25 | $112.3M | $1.2B | ||
| Q3 25 | $106.1M | $724.6M | ||
| Q2 25 | $102.6M | $569.3M | ||
| Q1 25 | $103.8M | $504.3M | ||
| Q4 24 | $109.3M | $518.5M | ||
| Q3 24 | $104.9M | $537.2M | ||
| Q2 24 | $98.0M | $523.9M |
净利润CLNERUN
| Q1 26 | $-135.0M | — | ||
| Q4 25 | $-43.0M | $103.6M | ||
| Q3 25 | $-23.8M | $16.6M | ||
| Q2 25 | $-20.2M | $279.8M | ||
| Q1 25 | $-135.0M | $50.0M | ||
| Q4 24 | $-30.2M | $-2.8B | ||
| Q3 24 | $-18.2M | $-83.8M | ||
| Q2 24 | $-16.3M | $139.1M |
营业利润率CLNERUN
| Q1 26 | 88.6% | — | ||
| Q4 25 | -9.5% | 8.4% | ||
| Q3 25 | -12.8% | 0.5% | ||
| Q2 25 | -9.0% | -19.7% | ||
| Q1 25 | -121.7% | -22.8% | ||
| Q4 24 | -11.8% | -628.0% | ||
| Q3 24 | -8.1% | -23.8% | ||
| Q2 24 | -5.7% | -24.4% |
净利率CLNERUN
| Q1 26 | -6.7% | — | ||
| Q4 25 | -38.3% | 8.9% | ||
| Q3 25 | -22.4% | 2.3% | ||
| Q2 25 | -19.7% | 49.1% | ||
| Q1 25 | -130.1% | 9.9% | ||
| Q4 24 | -27.6% | -542.7% | ||
| Q3 24 | -17.3% | -15.6% | ||
| Q2 24 | -16.6% | 26.5% |
每股收益（稀释后）CLNERUN
| Q1 26 | — | — | ||
| Q4 25 | $-0.21 | $0.38 | ||
| Q3 25 | $-0.11 | $0.06 | ||
| Q2 25 | $-0.09 | $1.07 | ||
| Q1 25 | $-0.60 | $0.20 | ||
| Q4 24 | $-0.14 | $-12.59 | ||
| Q3 24 | $-0.08 | $-0.37 | ||
| Q2 24 | $-0.07 | $0.55 |
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 | $552.0K | — |
| 总债务越低越好 | $52.0K | $14.7B |
| 股东权益账面价值 | $565.1M | $3.1B |
| 总资产 | $1.1B | $22.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 4.69× |
8季度趋势，按日历期对齐
现金及短期投资CLNERUN
| Q1 26 | $552.0K | — | ||
| Q4 25 | $156.1M | — | ||
| Q3 25 | $232.2M | — | ||
| Q2 25 | $240.8M | — | ||
| Q1 25 | $226.6M | — | ||
| Q4 24 | $217.5M | — | ||
| Q3 24 | $243.5M | — | ||
| Q2 24 | $249.3M | — |
总债务CLNERUN
| Q1 26 | $52.0K | — | ||
| Q4 25 | $226.8M | $14.7B | ||
| Q3 25 | $284.3M | $14.6B | ||
| Q2 25 | $277.9M | $14.0B | ||
| Q1 25 | $271.6M | $13.6B | ||
| Q4 24 | $265.4M | $12.9B | ||
| Q3 24 | $264.1M | $12.5B | ||
| Q2 24 | $263.0M | $12.0B |
股东权益CLNERUN
| Q1 26 | $565.1M | — | ||
| Q4 25 | $559.4M | $3.1B | ||
| Q3 25 | $585.2M | $3.0B | ||
| Q2 25 | $590.8M | $2.9B | ||
| Q1 25 | $596.7M | $2.6B | ||
| Q4 24 | $713.3M | $2.6B | ||
| Q3 24 | $724.8M | $5.3B | ||
| Q2 24 | $723.0M | $5.4B |
总资产CLNERUN
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $22.6B | ||
| Q3 25 | $1.1B | $22.2B | ||
| Q2 25 | $1.1B | $21.2B | ||
| Q1 25 | $1.1B | $20.4B | ||
| Q4 24 | $1.2B | $19.9B | ||
| Q3 24 | $1.2B | $22.1B | ||
| Q2 24 | $1.2B | $21.4B |
负债/权益比CLNERUN
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.41× | 4.69× | ||
| Q3 25 | 0.49× | 4.90× | ||
| Q2 25 | 0.47× | 4.80× | ||
| Q1 25 | 0.46× | 5.19× | ||
| Q4 24 | 0.37× | 5.05× | ||
| Q3 24 | 0.36× | 2.36× | ||
| Q2 24 | 0.36× | 2.23× |
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 | — | $96.9M |
| 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 | — | 0.94× |
| 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CLNERUN
| Q1 26 | — | — | ||
| Q4 25 | $13.1M | $96.9M | ||
| Q3 25 | $13.1M | $-121.5M | ||
| Q2 25 | $35.9M | $-292.7M | ||
| Q1 25 | $23.4M | $-104.2M | ||
| Q4 24 | $21.9M | $-258.4M | ||
| Q3 24 | $21.4M | $-156.2M | ||
| Q2 24 | $18.8M | $-208.5M |
自由现金流CLNERUN
| Q1 26 | — | — | ||
| Q4 25 | $6.5M | — | ||
| Q3 25 | $6.5M | — | ||
| Q2 25 | $30.9M | — | ||
| Q1 25 | $15.9M | — | ||
| Q4 24 | $10.3M | — | ||
| Q3 24 | $42.0K | $-156.4M | ||
| Q2 24 | $4.8M | — |
自由现金流率CLNERUN
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | — | ||
| Q3 25 | 6.1% | — | ||
| Q2 25 | 30.2% | — | ||
| Q1 25 | 15.4% | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 0.0% | -29.1% | ||
| Q2 24 | 4.9% | — |
资本支出强度CLNERUN
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 10.5% | — | ||
| Q3 24 | 20.3% | 0.0% | ||
| Q2 24 | 14.2% | — |
现金转化率CLNERUN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | -7.33× | ||
| Q2 25 | — | -1.05× | ||
| Q1 25 | — | -2.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -1.50× |
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
CLNE
暂无分部数据
RUN
| Products | $692.3M | 60% |
| Customer Agreements | $435.2M | 38% |
| Manufactured Product Other | $56.7M | 5% |
| Incentives | $31.3M | 3% |
