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Eos Energy Enterprises, Inc.（EOSE）与Sunrun Inc.（RUN）财务数据对比。点击上方公司名可切换其他公司
Sunrun Inc.的季度营收约是Eos Energy Enterprises, Inc.的20.0倍（$1.2B vs $58.0M）。Sunrun Inc.净利率更高（8.9% vs -207.7%，领先216.6%）。Eos Energy Enterprises, Inc.同比增速更快（699.6% vs 123.5%）。过去两年Eos Energy Enterprises, Inc.的营收复合增速更高（196.4% vs 59.0%）
Eos Energy Enterprises是一家专注于锌基长时储能电池技术研发、生产与商业化部署的企业，为公用事业、工商业、微电网等客户提供安全环保的储能解决方案，服务覆盖多区域市场，助力可再生能源消纳与电网稳定运行。
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。
EOSE vs RUN — 直观对比
营收规模更大
RUN
是对方的20.0倍
$58.0M
营收增速更快
EOSE
高出576.1%
123.5%
净利率更高
RUN
高出216.6%
-207.7%
两年增速更快
EOSE
近两年复合增速
59.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $58.0M | $1.2B |
| 净利润 | $-120.5M | $103.6M |
| 毛利率 | -93.8% | — |
| 营业利润率 | -140.1% | 8.4% |
| 净利率 | -207.7% | 8.9% |
| 营收同比 | 699.6% | 123.5% |
| 净利润同比 | 55.1% | 103.7% |
| 每股收益（稀释后） | $-0.53 | $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EOSERUN
| Q4 25 | $58.0M | $1.2B | ||
| Q3 25 | $30.5M | $724.6M | ||
| Q2 25 | $15.2M | $569.3M | ||
| Q1 25 | $10.5M | $504.3M | ||
| Q4 24 | $7.3M | $518.5M | ||
| Q3 24 | $854.0K | $537.2M | ||
| Q2 24 | $898.0K | $523.9M | ||
| Q1 24 | $6.6M | $458.2M |
净利润EOSERUN
| Q4 25 | $-120.5M | $103.6M | ||
| Q3 25 | $-641.4M | $16.6M | ||
| Q2 25 | $-222.9M | $279.8M | ||
| Q1 25 | $15.1M | $50.0M | ||
| Q4 24 | $-268.1M | $-2.8B | ||
| Q3 24 | $-342.9M | $-83.8M | ||
| Q2 24 | $-28.2M | $139.1M | ||
| Q1 24 | $-46.7M | $-87.8M |
毛利率EOSERUN
| Q4 25 | -93.8% | — | ||
| Q3 25 | -111.2% | — | ||
| Q2 25 | -203.2% | — | ||
| Q1 25 | -234.7% | — | ||
| Q4 24 | -324.0% | — | ||
| Q3 24 | -2916.9% | — | ||
| Q2 24 | -1472.5% | — | ||
| Q1 24 | -327.6% | — |
营业利润率EOSERUN
| Q4 25 | -140.1% | 8.4% | ||
| Q3 25 | -200.6% | 0.5% | ||
| Q2 25 | -419.1% | -19.7% | ||
| Q1 25 | -506.2% | -22.8% | ||
| Q4 24 | -712.8% | -628.0% | ||
| Q3 24 | -6244.3% | -23.8% | ||
| Q2 24 | -3233.5% | -24.4% | ||
| Q1 24 | -623.2% | -40.0% |
净利率EOSERUN
| Q4 25 | -207.7% | 8.9% | ||
| Q3 25 | -2102.1% | 2.3% | ||
| Q2 25 | -1463.2% | 49.1% | ||
| Q1 25 | 144.7% | 9.9% | ||
| Q4 24 | -3696.7% | -542.7% | ||
| Q3 24 | -40148.2% | -15.6% | ||
| Q2 24 | -3137.2% | 26.5% | ||
| Q1 24 | -707.6% | -19.2% |
每股收益（稀释后）EOSERUN
| Q4 25 | $-0.53 | $0.38 | ||
| Q3 25 | $-4.91 | $0.06 | ||
| Q2 25 | $-1.05 | $1.07 | ||
| Q1 25 | $-0.20 | $0.20 | ||
| Q4 24 | $-2.30 | $-12.59 | ||
| Q3 24 | $-1.77 | $-0.37 | ||
| Q2 24 | $-0.25 | $0.55 | ||
| Q1 24 | $-0.23 | $-0.40 |
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 | $568.0M | — |
| 总债务越低越好 | $813.3M | $14.7B |
| 股东权益账面价值 | $-2.2B | $3.1B |
| 总资产 | $885.2M | $22.6B |
| 负债/权益比越低杠杆越低 | — | 4.69× |
8季度趋势，按日历期对齐
现金及短期投资EOSERUN
| Q4 25 | $568.0M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $120.2M | — | ||
| Q1 25 | $82.6M | — | ||
| Q4 24 | $74.3M | — | ||
| Q3 24 | $23.0M | — | ||
| Q2 24 | $52.5M | — | ||
| Q1 24 | $31.8M | — |
总债务EOSERUN
| Q4 25 | $813.3M | $14.7B | ||
| Q3 25 | $448.5M | $14.6B | ||
| Q2 25 | $445.3M | $14.0B | ||
| Q1 25 | $325.5M | $13.6B | ||
| Q4 24 | $316.9M | $12.9B | ||
| Q3 24 | $187.4M | $12.5B | ||
| Q2 24 | $153.3M | $12.0B | ||
| Q1 24 | $205.6M | $11.1B |
股东权益EOSERUN
| Q4 25 | $-2.2B | $3.1B | ||
| Q3 25 | $-2.3B | $3.0B | ||
| Q2 25 | $-1.1B | $2.9B | ||
| Q1 25 | $-942.2M | $2.6B | ||
| Q4 24 | $-1.1B | $2.6B | ||
| Q3 24 | $-573.8M | $5.3B | ||
| Q2 24 | $-190.8M | $5.4B | ||
| Q1 24 | $-147.7M | $5.2B |
总资产EOSERUN
| Q4 25 | $885.2M | $22.6B | ||
| Q3 25 | $328.2M | $22.2B | ||
| Q2 25 | $361.0M | $21.2B | ||
| Q1 25 | $263.3M | $20.4B | ||
| Q4 24 | $260.3M | $19.9B | ||
| Q3 24 | $216.8M | $22.1B | ||
| Q2 24 | $248.8M | $21.4B | ||
| Q1 24 | $155.7M | $20.8B |
负债/权益比EOSERUN
| Q4 25 | — | 4.69× | ||
| Q3 25 | — | 4.90× | ||
| Q2 25 | — | 4.80× | ||
| Q1 25 | — | 5.19× | ||
| Q4 24 | — | 5.05× | ||
| Q3 24 | — | 2.36× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | 2.15× |
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 | $-50.3M | $96.9M |
| 自由现金流经营现金流 - 资本支出 | $-75.2M | — |
| 自由现金流率自由现金流/营收 | -129.7% | — |
| 资本支出强度资本支出/营收 | 43.1% | — |
| 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 | $-265.0M | — |
8季度趋势，按日历期对齐
经营现金流EOSERUN
| Q4 25 | $-50.3M | $96.9M | ||
| Q3 25 | $-65.9M | $-121.5M | ||
| Q2 25 | $-66.1M | $-292.7M | ||
| Q1 25 | $-28.9M | $-104.2M | ||
| Q4 24 | $-42.7M | $-258.4M | ||
| Q3 24 | $-44.4M | $-156.2M | ||
| Q2 24 | $-26.3M | $-208.5M | ||
| Q1 24 | $-40.5M | $-143.1M |
自由现金流EOSERUN
| Q4 25 | $-75.2M | — | ||
| Q3 25 | $-82.7M | — | ||
| Q2 25 | $-73.2M | — | ||
| Q1 25 | $-33.8M | — | ||
| Q4 24 | $-55.8M | — | ||
| Q3 24 | $-54.2M | $-156.4M | ||
| Q2 24 | $-32.6M | — | ||
| Q1 24 | $-44.5M | — |
自由现金流率EOSERUN
| Q4 25 | -129.7% | — | ||
| Q3 25 | -271.1% | — | ||
| Q2 25 | -480.2% | — | ||
| Q1 25 | -323.6% | — | ||
| Q4 24 | -769.1% | — | ||
| Q3 24 | -6347.5% | -29.1% | ||
| Q2 24 | -3628.3% | — | ||
| Q1 24 | -674.4% | — |
资本支出强度EOSERUN
| Q4 25 | 43.1% | — | ||
| Q3 25 | 55.2% | — | ||
| Q2 25 | 46.2% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 180.6% | — | ||
| Q3 24 | 1143.2% | 0.0% | ||
| Q2 24 | 695.9% | — | ||
| Q1 24 | 61.2% | — |
现金转化率EOSERUN
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | -7.33× | ||
| Q2 25 | — | -1.05× | ||
| Q1 25 | -1.91× | -2.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -1.50× | ||
| Q1 24 | — | — |
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
EOSE
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% |
