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EVgo Inc.（EVGO）与特斯拉（TSLA）财务数据对比。点击上方公司名可切换其他公司
特斯拉的季度营收约是EVgo Inc.的189.0倍（$22.4B vs $118.5M），特斯拉净利率更高（2.1% vs -4.1%，领先6.2%），EVgo Inc.同比增速更快（75.5% vs 16.0%），特斯拉自由现金流更多（$1.4B vs $-38.1M），过去两年EVgo Inc.的营收复合增速更高（46.6% vs -6.3%）
EVgo Inc.是美国知名的电动汽车快充网络运营商，截至2023年8月，公司已布局超过950个充电站点，覆盖美国35个州，旗下充电桩兼容全球各大主流车企的电动汽车。
特斯拉是总部位于美国得克萨斯州奥斯汀的跨国汽车与清洁能源企业，主营业务包括纯电动汽车、家用到电网级固定式储能电池、太阳能板及太阳能屋顶瓦的设计、生产与销售，同时提供相关配套产品与服务，致力于推动全球能源向可持续方向转型。
EVGO vs TSLA — 直观对比
营收规模更大
TSLA
是对方的189.0倍
$118.5M
营收增速更快
EVGO
高出59.5%
16.0%
净利率更高
TSLA
高出6.2%
-4.1%
自由现金流更多
TSLA
多$1.5B
$-38.1M
两年增速更快
EVGO
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $118.5M | $22.4B |
| 净利润 | $-4.8M | $477.0M |
| 毛利率 | 38.0% | 21.1% |
| 营业利润率 | -10.4% | 4.2% |
| 净利率 | -4.1% | 2.1% |
| 营收同比 | 75.5% | 16.0% |
| 净利润同比 | 61.1% | 17.0% |
| 每股收益（稀释后） | $-0.03 | $0.13 |
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EVGOTSLA
| Q1 26 | — | $22.4B | ||
| Q4 25 | $118.5M | $24.9B | ||
| Q3 25 | $92.3M | $28.1B | ||
| Q2 25 | $98.0M | $22.5B | ||
| Q1 25 | $75.3M | $19.3B | ||
| Q4 24 | $67.5M | $25.7B | ||
| Q3 24 | $67.5M | $25.2B | ||
| Q2 24 | $66.6M | $25.5B |
净利润EVGOTSLA
| Q1 26 | — | $477.0M | ||
| Q4 25 | $-4.8M | $840.0M | ||
| Q3 25 | $-12.4M | $1.4B | ||
| Q2 25 | $-13.0M | $1.2B | ||
| Q1 25 | $-11.4M | $409.0M | ||
| Q4 24 | $-12.4M | $2.3B | ||
| Q3 24 | $-11.7M | $2.2B | ||
| Q2 24 | $-10.4M | $1.5B |
毛利率EVGOTSLA
| Q1 26 | — | 21.1% | ||
| Q4 25 | 38.0% | 20.1% | ||
| Q3 25 | 13.6% | 18.0% | ||
| Q2 25 | 14.2% | 17.2% | ||
| Q1 25 | 12.4% | 16.3% | ||
| Q4 24 | 14.5% | 16.3% | ||
| Q3 24 | 9.4% | 19.8% | ||
| Q2 24 | 9.6% | 18.0% |
营业利润率EVGOTSLA
| Q1 26 | — | 4.2% | ||
| Q4 25 | -10.4% | 5.7% | ||
| Q3 25 | -36.9% | 5.8% | ||
| Q2 25 | -31.4% | 4.1% | ||
| Q1 25 | -44.4% | 2.1% | ||
| Q4 24 | -51.9% | 6.2% | ||
| Q3 24 | -47.1% | 10.8% | ||
| Q2 24 | -48.6% | 6.3% |
净利率EVGOTSLA
| Q1 26 | — | 2.1% | ||
| Q4 25 | -4.1% | 3.4% | ||
| Q3 25 | -13.4% | 4.9% | ||
| Q2 25 | -13.3% | 5.2% | ||
| Q1 25 | -15.1% | 2.1% | ||
| Q4 24 | -18.4% | 9.0% | ||
| Q3 24 | -17.3% | 8.6% | ||
| Q2 24 | -15.6% | 5.8% |
每股收益（稀释后）EVGOTSLA
| Q1 26 | — | $0.13 | ||
| Q4 25 | $-0.03 | $0.24 | ||
| Q3 25 | $-0.09 | $0.39 | ||
| Q2 25 | $-0.10 | $0.33 | ||
| Q1 25 | $-0.09 | $0.12 | ||
| Q4 24 | $-0.11 | $0.66 | ||
| Q3 24 | $-0.11 | $0.62 | ||
| Q2 24 | $-0.10 | $0.42 |
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 | $151.0M | $81.7B |
| 总债务越低越好 | $206.5M | $7.5B |
| 股东权益账面价值 | $-116.9M | $74.7B |
| 总资产 | $964.8M | $125.1B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资EVGOTSLA
| Q1 26 | — | $81.7B | ||
| Q4 25 | $151.0M | $44.1B | ||
| Q3 25 | $181.3M | $41.6B | ||
| Q2 25 | $154.5M | $36.8B | ||
| Q1 25 | $150.0M | $37.0B | ||
| Q4 24 | $117.3M | $36.6B | ||
| Q3 24 | $141.9M | $33.6B | ||
| Q2 24 | $162.3M | $30.7B |
总债务EVGOTSLA
| Q1 26 | — | $7.5B | ||
| Q4 25 | $206.5M | $6.6B | ||
| Q3 25 | $157.3M | $5.6B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $5.5B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | — | $5.3B |
股东权益EVGOTSLA
| Q1 26 | — | $74.7B | ||
| Q4 25 | $-116.9M | $82.1B | ||
| Q3 25 | $-428.1M | $80.0B | ||
| Q2 25 | $-230.1M | $77.3B | ||
| Q1 25 | $-36.8M | $74.7B | ||
| Q4 24 | $-256.1M | $72.9B | ||
| Q3 24 | $-344.8M | $69.9B | ||
| Q2 24 | $13.6M | $66.5B |
总资产EVGOTSLA
| Q1 26 | — | $125.1B | ||
| Q4 25 | $964.8M | $137.8B | ||
| Q3 25 | $931.8M | $133.7B | ||
| Q2 25 | $864.7M | $128.6B | ||
| Q1 25 | $856.0M | $125.1B | ||
| Q4 24 | $803.8M | $122.1B | ||
| Q3 24 | $791.7M | $119.9B | ||
| Q2 24 | $785.3M | $112.8B |
负债/权益比EVGOTSLA
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× | ||
| Q2 24 | — | 0.08× |
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 | $11.3M | $3.9B |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | $1.4B |
| 自由现金流率自由现金流/营收 | -32.2% | 6.5% |
| 资本支出强度资本支出/营收 | 41.7% | 11.1% |
| 现金转化率经营现金流/净利润 | — | 8.25× |
| 过去12个月自由现金流最近4个季度 | $-124.4M | $7.0B |
8季度趋势，按日历期对齐
经营现金流EVGOTSLA
| Q1 26 | — | $3.9B | ||
| Q4 25 | $11.3M | $3.8B | ||
| Q3 25 | $-22.8M | $6.2B | ||
| Q2 25 | $14.1M | $2.5B | ||
| Q1 25 | $-10.2M | $2.2B | ||
| Q4 24 | $-12.8M | $4.8B | ||
| Q3 24 | $12.1M | $6.3B | ||
| Q2 24 | $7.6M | $3.6B |
自由现金流EVGOTSLA
| Q1 26 | — | $1.4B | ||
| Q4 25 | $-38.1M | $1.4B | ||
| Q3 25 | $-49.0M | $4.0B | ||
| Q2 25 | $-12.1M | $146.0M | ||
| Q1 25 | $-25.2M | $664.0M | ||
| Q4 24 | $-36.5M | $2.0B | ||
| Q3 24 | $-13.7M | $2.7B | ||
| Q2 24 | $-16.6M | $1.3B |
自由现金流率EVGOTSLA
| Q1 26 | — | 6.5% | ||
| Q4 25 | -32.2% | 5.7% | ||
| Q3 25 | -53.1% | 14.2% | ||
| Q2 25 | -12.4% | 0.6% | ||
| Q1 25 | -33.5% | 3.4% | ||
| Q4 24 | -54.1% | 7.9% | ||
| Q3 24 | -20.3% | 10.9% | ||
| Q2 24 | -25.0% | 5.3% |
资本支出强度EVGOTSLA
| Q1 26 | — | 11.1% | ||
| Q4 25 | 41.7% | 9.6% | ||
| Q3 25 | 28.3% | 8.0% | ||
| Q2 25 | 26.7% | 10.6% | ||
| Q1 25 | 19.9% | 7.7% | ||
| Q4 24 | 35.1% | 10.8% | ||
| Q3 24 | 38.3% | 14.0% | ||
| Q2 24 | 36.3% | 8.9% |
现金转化率EVGOTSLA
| Q1 26 | — | 8.25× | ||
| Q4 25 | — | 4.54× | ||
| Q3 25 | — | 4.54× | ||
| Q2 25 | — | 2.17× | ||
| Q1 25 | — | 5.27× | ||
| Q4 24 | — | 2.08× | ||
| Q3 24 | — | 2.89× | ||
| Q2 24 | — | 2.44× |
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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
TSLA
| Automotive Sales | $15.5B | 69% |
| Services & Other | $3.7B | 17% |
| Energy Generation And Storage | $2.4B | 11% |
| Automotive Leasing | $381.0M | 2% |
| Automotive Regulatory Credits | $380.0M | 2% |
