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Mobileye Global Inc.（MBLY）与PLUG POWER INC（PLUG）财务数据对比。点击上方公司名可切换其他公司
Mobileye Global Inc.的季度营收约是PLUG POWER INC的8.6倍（$1.9B vs $225.2M），Mobileye Global Inc.同比增速更快（27.4% vs 17.6%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 36.8%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
普拉格能源是一家美国企业，专注于氢燃料电池和电解槽系统的研发，其产品可替代电动设备及车辆所使用的传统电池。公司总部位于纽约州斯林格兰兹，在华盛顿州斯波坎、纽约州罗切斯特均设有生产运营基地。
MBLY vs PLUG — 直观对比
营收规模更大
MBLY
是对方的8.6倍
$225.2M
营收增速更快
MBLY
高出9.8%
17.6%
两年增速更快
MBLY
近两年复合增速
36.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $225.2M |
| 净利润 | — | $-846.0M |
| 毛利率 | 14.2% | 2.4% |
| 营业利润率 | — | -338.9% |
| 净利率 | — | -375.6% |
| 营收同比 | 27.4% | 17.6% |
| 净利润同比 | — | 36.7% |
| 每股收益（稀释后） | — | $-0.70 |
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MBLYPLUG
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | $225.2M | ||
| Q3 25 | $504.0M | $177.1M | ||
| Q2 25 | $506.0M | $174.0M | ||
| Q1 25 | $438.0M | $133.7M | ||
| Q4 24 | $490.0M | $191.5M | ||
| Q3 24 | $486.0M | $173.7M | ||
| Q2 24 | $439.0M | $143.3M |
净利润MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $-846.0M | ||
| Q3 25 | $-96.0M | $-361.9M | ||
| Q2 25 | $-67.0M | $-227.1M | ||
| Q1 25 | $-102.0M | $-196.7M | ||
| Q4 24 | $-71.0M | $-1.3B | ||
| Q3 24 | $-2.7B | $-211.2M | ||
| Q2 24 | $-86.0M | $-262.3M |
毛利率MBLYPLUG
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | 2.4% | ||
| Q3 25 | 48.2% | -67.9% | ||
| Q2 25 | 49.8% | -30.7% | ||
| Q1 25 | 47.3% | -55.3% | ||
| Q4 24 | 49.2% | -122.5% | ||
| Q3 24 | 48.8% | -57.6% | ||
| Q2 24 | 47.6% | -91.6% |
营业利润率MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | -338.9% | ||
| Q3 25 | -21.6% | -197.0% | ||
| Q2 25 | -14.6% | -101.7% | ||
| Q1 25 | -26.7% | -133.5% | ||
| Q4 24 | -17.6% | -678.7% | ||
| Q3 24 | -577.6% | -124.4% | ||
| Q2 24 | -21.4% | -170.7% |
净利率MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | -375.6% | ||
| Q3 25 | -19.0% | -204.4% | ||
| Q2 25 | -13.2% | -130.5% | ||
| Q1 25 | -23.3% | -147.1% | ||
| Q4 24 | -14.5% | -697.5% | ||
| Q3 24 | -558.6% | -121.5% | ||
| Q2 24 | -19.6% | -183.0% |
每股收益（稀释后）MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $-0.70 | ||
| Q3 25 | $-0.12 | $-0.31 | ||
| Q2 25 | $-0.08 | $-0.20 | ||
| Q1 25 | $-0.13 | $-0.21 | ||
| Q4 24 | $-0.09 | $-1.61 | ||
| Q3 24 | $-3.35 | $-0.25 | ||
| Q2 24 | $-0.11 | $-0.36 |
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 | $1.2B | $368.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $978.1M |
| 总资产 | $8.7B | $2.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MBLYPLUG
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $368.5M | ||
| Q3 25 | $1.7B | $165.9M | ||
| Q2 25 | $1.7B | $140.7M | ||
| Q1 25 | $1.5B | $295.8M | ||
| Q4 24 | $1.4B | $205.7M | ||
| Q3 24 | $1.3B | $93.9M | ||
| Q2 24 | $1.2B | $62.4M |
总债务MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.9M | ||
| Q2 24 | — | $3.7M |
股东权益MBLYPLUG
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $978.1M | ||
| Q3 25 | $11.9B | $1.4B | ||
| Q2 25 | $12.1B | $1.7B | ||
| Q1 25 | $12.0B | $1.9B | ||
| Q4 24 | $12.1B | $1.7B | ||
| Q3 24 | $12.1B | $3.0B | ||
| Q2 24 | $14.7B | $3.0B |
总资产MBLYPLUG
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $2.6B | ||
| Q3 25 | $12.5B | $3.1B | ||
| Q2 25 | $12.6B | $3.4B | ||
| Q1 25 | $12.5B | $3.6B | ||
| Q4 24 | $12.6B | $3.6B | ||
| Q3 24 | $12.6B | $4.7B | ||
| Q2 24 | $15.3B | $4.8B |
负债/权益比MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $75.0M | $-148.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-153.0M |
| 自由现金流率自由现金流/营收 | — | -67.9% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-647.0M |
8季度趋势，按日历期对齐
经营现金流MBLYPLUG
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $-148.6M | ||
| Q3 25 | $167.0M | $-89.8M | ||
| Q2 25 | $213.0M | $-191.8M | ||
| Q1 25 | $109.0M | $-105.6M | ||
| Q4 24 | $204.0M | $-131.2M | ||
| Q3 24 | $126.0M | $-174.9M | ||
| Q2 24 | $30.0M | $-254.7M |
自由现金流MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-153.0M | ||
| Q3 25 | $143.0M | $-117.5M | ||
| Q2 25 | $199.0M | $-230.4M | ||
| Q1 25 | $95.0M | $-146.0M | ||
| Q4 24 | $191.0M | $-165.2M | ||
| Q3 24 | $104.0M | $-234.2M | ||
| Q2 24 | $6.0M | $-356.0M |
自由现金流率MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -67.9% | ||
| Q3 25 | 28.4% | -66.4% | ||
| Q2 25 | 39.3% | -132.5% | ||
| Q1 25 | 21.7% | -109.2% | ||
| Q4 24 | 39.0% | -86.3% | ||
| Q3 24 | 21.4% | -134.8% | ||
| Q2 24 | 1.4% | -248.4% |
资本支出强度MBLYPLUG
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 1.9% | ||
| Q3 25 | 4.8% | 15.6% | ||
| Q2 25 | 2.8% | 22.2% | ||
| Q1 25 | 3.2% | 30.3% | ||
| Q4 24 | 2.7% | 17.7% | ||
| Q3 24 | 4.5% | 34.1% | ||
| Q2 24 | 5.5% | 70.7% |
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
MBLY
暂无分部数据
PLUG
| Sales Of Equipment And Related Infrastructure | $111.6M | 50% |
| Services Performed On Fuel Cell Systems And Related Infrastructure | $41.5M | 18% |
| Power Purchase Agreements | $36.1M | 16% |
| Sale Of Cryogenic Equipment | $20.0M | 9% |
| Sales Of Fuel Cell Systems | $11.2M | 5% |
| Other | $4.8M | 2% |
