vs
Side-by-side financial comparison of Bloom Energy Corp (BE) and Barnes & Noble Education, Inc. (BNED). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $598.2M, roughly 1.3× Barnes & Noble Education, Inc.). Bloom Energy Corp runs the higher net margin — 9.4% vs 4.2%, a 5.2% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 6.9%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 20.0%).
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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
BE vs BNED — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $598.2M |
| Net Profit | $70.7M | $25.0M |
| Gross Margin | 30.0% | 21.7% |
| Operating Margin | 17.3% | 6.8% |
| Net Margin | 9.4% | 4.2% |
| Revenue YoY | 130.4% | 6.9% |
| Net Profit YoY | — | -49.7% |
| EPS (diluted) | $0.44 | $0.72 |
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.
| Q1 26 | $751.1M | — | ||
| Q4 25 | $772.8M | $598.2M | ||
| Q3 25 | $513.3M | $274.2M | ||
| Q2 25 | $396.3M | $233.0M | ||
| Q1 25 | $319.3M | $419.7M | ||
| Q4 24 | $567.0M | $559.7M | ||
| Q3 24 | $321.8M | $250.9M | ||
| Q2 24 | $326.5M | $192.7M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $25.0M | ||
| Q3 25 | $-23.0M | $-18.3M | ||
| Q2 25 | $-42.2M | $-23.0M | ||
| Q1 25 | $-23.4M | $17.9M | ||
| Q4 24 | $105.2M | $43.2M | ||
| Q3 24 | $-14.6M | $-103.9M | ||
| Q2 24 | $-61.2M | $-41.9M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 21.7% | ||
| Q3 25 | 29.5% | 20.2% | ||
| Q2 25 | 27.0% | 30.3% | ||
| Q1 25 | 27.8% | 22.3% | ||
| Q4 24 | 38.7% | 23.0% | ||
| Q3 24 | 24.5% | 17.9% | ||
| Q2 24 | 21.0% | 28.7% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 6.8% | ||
| Q3 25 | 1.5% | -8.4% | ||
| Q2 25 | -0.9% | -4.9% | ||
| Q1 25 | -6.0% | 4.5% | ||
| Q4 24 | 18.5% | 8.4% | ||
| Q3 24 | -3.0% | -15.4% | ||
| Q2 24 | -7.1% | -16.3% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 4.2% | ||
| Q3 25 | -4.5% | -6.7% | ||
| Q2 25 | -10.6% | -9.9% | ||
| Q1 25 | -7.3% | 4.3% | ||
| Q4 24 | 18.5% | 7.7% | ||
| Q3 24 | -4.5% | -41.4% | ||
| Q2 24 | -18.7% | -21.7% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.72 | ||
| Q3 25 | $-100.00 | $-0.54 | ||
| Q2 25 | $-0.18 | $2.97 | ||
| Q1 25 | $-0.10 | $0.59 | ||
| Q4 24 | $0.45 | $1.63 | ||
| Q3 24 | $-0.06 | $-7.69 | ||
| Q2 24 | $-0.27 | $-15.68 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $11.7M |
| Total DebtLower is stronger | — | $122.5M |
| Stockholders' EquityBook value | $948.0K | $283.2M |
| Total Assets | $4.7B | $1.1B |
| Debt / EquityLower = less leverage | — | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $11.7M | ||
| Q3 25 | $595.1M | $7.3M | ||
| Q2 25 | $574.8M | $9.1M | ||
| Q1 25 | $794.8M | $9.2M | ||
| Q4 24 | $802.9M | $11.6M | ||
| Q3 24 | $495.7M | $8.2M | ||
| Q2 24 | $581.7M | $10.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $122.5M | ||
| Q3 25 | $1.1B | $170.0M | ||
| Q2 25 | $1.1B | $103.1M | ||
| Q1 25 | $1.1B | $141.2M | ||
| Q4 24 | $1.1B | $177.6M | ||
| Q3 24 | $1.1B | $221.9M | ||
| Q2 24 | $1.1B | $196.3M |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $283.2M | ||
| Q3 25 | $653.1M | $256.5M | ||
| Q2 25 | $594.6M | $272.2M | ||
| Q1 25 | $578.3M | $292.9M | ||
| Q4 24 | $562.5M | $211.4M | ||
| Q3 24 | $430.9M | $149.8M | ||
| Q2 24 | $423.3M | $80.4M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.1B | ||
| Q3 25 | $2.6B | $950.8M | ||
| Q2 25 | $2.5B | $790.3M | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.7B | $1.0B | ||
| Q3 24 | $2.6B | $973.2M | ||
| Q2 24 | $2.5B | $909.9M |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.43× | ||
| Q3 25 | 1.73× | 0.66× | ||
| Q2 25 | 1.91× | 0.38× | ||
| Q1 25 | 1.96× | 0.48× | ||
| Q4 24 | 2.01× | 0.84× | ||
| Q3 24 | 2.62× | 1.48× | ||
| Q2 24 | 2.66× | 2.44× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $66.2M |
| Free Cash FlowOCF − Capex | — | $61.9M |
| FCF MarginFCF / Revenue | — | 10.4% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | — | 2.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-4.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $66.2M | ||
| Q3 25 | $19.7M | $-67.6M | ||
| Q2 25 | $-213.1M | $52.6M | ||
| Q1 25 | $-110.7M | $-41.9M | ||
| Q4 24 | $484.2M | $47.4M | ||
| Q3 24 | $-69.5M | $-143.5M | ||
| Q2 24 | $-175.5M | $81.7M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $61.9M | ||
| Q3 25 | $7.4M | $-71.3M | ||
| Q2 25 | $-220.4M | $49.5M | ||
| Q1 25 | $-124.9M | $-44.7M | ||
| Q4 24 | $473.1M | $44.4M | ||
| Q3 24 | $-83.8M | $-147.5M | ||
| Q2 24 | $-187.5M | $79.1M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 10.4% | ||
| Q3 25 | 1.4% | -26.0% | ||
| Q2 25 | -55.6% | 21.3% | ||
| Q1 25 | -39.1% | -10.7% | ||
| Q4 24 | 83.4% | 7.9% | ||
| Q3 24 | -26.0% | -58.8% | ||
| Q2 24 | -57.4% | 41.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.7% | ||
| Q3 25 | 2.4% | 1.4% | ||
| Q2 25 | 1.8% | 1.3% | ||
| Q1 25 | 4.5% | 0.7% | ||
| Q4 24 | 2.0% | 0.5% | ||
| Q3 24 | 4.4% | 1.6% | ||
| Q2 24 | 3.7% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 2.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -2.34× | ||
| Q4 24 | 4.60× | 1.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |
BNED
| Course Materials Product | $459.3M | 77% |
| General Merchandise Product | $112.9M | 19% |
| Serviceand Other | $26.1M | 4% |
