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Side-by-side financial comparison of Bloom Energy Corp (BE) and Brookfield Infrastructure Corp (BIPC). Click either name above to swap in a different company.

Brookfield Infrastructure Corp is the larger business by last-quarter revenue ($866.0M vs $751.1M, roughly 1.2× Bloom Energy Corp). Bloom Energy Corp runs the higher net margin — 9.4% vs -35.7%, a 45.1% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs -4.6%).

KR Sridhar is an Indian American engineer, inventor, professor, and entrepreneur. He is the founder, chairman, and chief executive officer (CEO) of Bloom Energy. Prior, Sridhar was a professor of Aerospace and Mechanical Engineering and the Director of the Space Technologies Laboratory (STL) at the University of Arizona. He worked with and advised NASA, and is a member of the National Academy of Engineering.

Brookfield Infrastructure Partners L.P. is a publicly traded limited partnership with corporate headquarters in Toronto, Canada, that engages in the acquisition and management of infrastructure assets on a global basis.

BE vs BIPC — Head-to-Head

Bigger by revenue
BIPC
BIPC
1.2× larger
BIPC
$866.0M
$751.1M
BE
Growing faster (revenue YoY)
BE
BE
+135.0% gap
BE
130.4%
-4.6%
BIPC
Higher net margin
BE
BE
45.1% more per $
BE
9.4%
-35.7%
BIPC

Income Statement — Q1 FY2026 vs Q2 FY2025

Metric
BE
BE
BIPC
BIPC
Revenue
$751.1M
$866.0M
Net Profit
$70.7M
$-309.0M
Gross Margin
30.0%
65.0%
Operating Margin
17.3%
62.7%
Net Margin
9.4%
-35.7%
Revenue YoY
130.4%
-4.6%
Net Profit YoY
-148.1%
EPS (diluted)
$0.44

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BE
BE
BIPC
BIPC
Q1 26
$751.1M
Q4 25
$772.8M
Q3 25
$513.3M
Q2 25
$396.3M
$866.0M
Q1 25
$319.3M
Q4 24
$567.0M
Q3 24
$321.8M
Q2 24
$326.5M
$908.0M
Net Profit
BE
BE
BIPC
BIPC
Q1 26
$70.7M
Q4 25
$1.4M
Q3 25
$-23.0M
Q2 25
$-42.2M
$-309.0M
Q1 25
$-23.4M
Q4 24
$105.2M
Q3 24
$-14.6M
Q2 24
$-61.2M
$643.0M
Gross Margin
BE
BE
BIPC
BIPC
Q1 26
30.0%
Q4 25
31.0%
Q3 25
29.5%
Q2 25
27.0%
65.0%
Q1 25
27.8%
Q4 24
38.7%
Q3 24
24.5%
Q2 24
21.0%
63.8%
Operating Margin
BE
BE
BIPC
BIPC
Q1 26
17.3%
Q4 25
11.3%
Q3 25
1.5%
Q2 25
-0.9%
62.7%
Q1 25
-6.0%
Q4 24
18.5%
Q3 24
-3.0%
Q2 24
-7.1%
61.9%
Net Margin
BE
BE
BIPC
BIPC
Q1 26
9.4%
Q4 25
0.2%
Q3 25
-4.5%
Q2 25
-10.6%
-35.7%
Q1 25
-7.3%
Q4 24
18.5%
Q3 24
-4.5%
Q2 24
-18.7%
70.8%
EPS (diluted)
BE
BE
BIPC
BIPC
Q1 26
$0.44
Q4 25
$99.91
Q3 25
$-100.00
Q2 25
$-0.18
Q1 25
$-0.10
Q4 24
$0.45
Q3 24
$-0.06
Q2 24
$-0.27

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BE
BE
BIPC
BIPC
Cash + ST InvestmentsLiquidity on hand
$1.2B
Total DebtLower is stronger
Stockholders' EquityBook value
$948.0K
$2.2B
Total Assets
$4.7B
$23.9B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BE
BE
BIPC
BIPC
Q1 26
Q4 25
$2.5B
Q3 25
$595.1M
Q2 25
$574.8M
$1.2B
Q1 25
$794.8M
Q4 24
$802.9M
Q3 24
$495.7M
Q2 24
$581.7M
$466.0M
Total Debt
BE
BE
BIPC
BIPC
Q1 26
Q4 25
$2.6B
Q3 25
$1.1B
Q2 25
$1.1B
Q1 25
$1.1B
Q4 24
$1.1B
Q3 24
$1.1B
Q2 24
$1.1B
Stockholders' Equity
BE
BE
BIPC
BIPC
Q1 26
$948.0K
Q4 25
$768.6M
Q3 25
$653.1M
Q2 25
$594.6M
$2.2B
Q1 25
$578.3M
Q4 24
$562.5M
Q3 24
$430.9M
Q2 24
$423.3M
$3.5B
Total Assets
BE
BE
BIPC
BIPC
Q1 26
$4.7B
Q4 25
$4.4B
Q3 25
$2.6B
Q2 25
$2.5B
$23.9B
Q1 25
$2.6B
Q4 24
$2.7B
Q3 24
$2.6B
Q2 24
$2.5B
$23.7B
Debt / Equity
BE
BE
BIPC
BIPC
Q1 26
Q4 25
3.41×
Q3 25
1.73×
Q2 25
1.91×
Q1 25
1.96×
Q4 24
2.01×
Q3 24
2.62×
Q2 24
2.66×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BE
BE
BIPC
BIPC
Operating Cash FlowLast quarter
$478.0M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BE
BE
BIPC
BIPC
Q1 26
Q4 25
$418.1M
Q3 25
$19.7M
Q2 25
$-213.1M
$478.0M
Q1 25
$-110.7M
Q4 24
$484.2M
Q3 24
$-69.5M
Q2 24
$-175.5M
$511.0M
Free Cash Flow
BE
BE
BIPC
BIPC
Q1 26
Q4 25
$395.1M
Q3 25
$7.4M
Q2 25
$-220.4M
Q1 25
$-124.9M
Q4 24
$473.1M
Q3 24
$-83.8M
Q2 24
$-187.5M
FCF Margin
BE
BE
BIPC
BIPC
Q1 26
Q4 25
51.1%
Q3 25
1.4%
Q2 25
-55.6%
Q1 25
-39.1%
Q4 24
83.4%
Q3 24
-26.0%
Q2 24
-57.4%
Capex Intensity
BE
BE
BIPC
BIPC
Q1 26
Q4 25
3.0%
Q3 25
2.4%
Q2 25
1.8%
Q1 25
4.5%
Q4 24
2.0%
Q3 24
4.4%
Q2 24
3.7%
Cash Conversion
BE
BE
BIPC
BIPC
Q1 26
Q4 25
293.18×
Q3 25
Q2 25
Q1 25
Q4 24
4.60×
Q3 24
Q2 24
0.79×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BE
BE

Product$653.3M87%
Service$61.9M8%
Installation$25.9M3%
Electricity$9.9M1%

BIPC
BIPC

Segment breakdown not available.

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