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Side-by-side financial comparison of Bloom Energy Corp (BE) and BWX Technologies, Inc. (BWXT). Click either name above to swap in a different company.
BWX Technologies, Inc. is the larger business by last-quarter revenue ($860.2M vs $751.1M, roughly 1.1× Bloom Energy Corp). BWX Technologies, Inc. runs the higher net margin — 10.6% vs 9.4%, a 1.2% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 26.1%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 12.4%).
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.
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
BE vs BWXT — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $860.2M |
| Net Profit | $70.7M | $91.2M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | 12.4% |
| Net Margin | 9.4% | 10.6% |
| Revenue YoY | 130.4% | 26.1% |
| Net Profit YoY | — | 20.7% |
| EPS (diluted) | $0.44 | $0.99 |
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 | $860.2M | ||
| Q4 25 | $772.8M | $885.8M | ||
| Q3 25 | $513.3M | $866.3M | ||
| Q2 25 | $396.3M | $764.0M | ||
| Q1 25 | $319.3M | $682.3M | ||
| Q4 24 | $567.0M | $746.3M | ||
| Q3 24 | $321.8M | $672.0M | ||
| Q2 24 | $326.5M | $681.5M |
| Q1 26 | $70.7M | $91.2M | ||
| Q4 25 | $1.4M | $93.0M | ||
| Q3 25 | $-23.0M | $82.1M | ||
| Q2 25 | $-42.2M | $78.4M | ||
| Q1 25 | $-23.4M | $75.5M | ||
| Q4 24 | $105.2M | $71.0M | ||
| Q3 24 | $-14.6M | $69.5M | ||
| Q2 24 | $-61.2M | $73.0M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | 21.8% | ||
| Q2 25 | 27.0% | 25.1% | ||
| Q1 25 | 27.8% | 24.2% | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 24.5% | 24.4% | ||
| Q2 24 | 21.0% | 24.7% |
| Q1 26 | 17.3% | 12.4% | ||
| Q4 25 | 11.3% | 10.4% | ||
| Q3 25 | 1.5% | 13.1% | ||
| Q2 25 | -0.9% | 13.4% | ||
| Q1 25 | -6.0% | 14.2% | ||
| Q4 24 | 18.5% | 12.4% | ||
| Q3 24 | -3.0% | 14.4% | ||
| Q2 24 | -7.1% | 14.5% |
| Q1 26 | 9.4% | 10.6% | ||
| Q4 25 | 0.2% | 10.5% | ||
| Q3 25 | -4.5% | 9.5% | ||
| Q2 25 | -10.6% | 10.3% | ||
| Q1 25 | -7.3% | 11.1% | ||
| Q4 24 | 18.5% | 9.5% | ||
| Q3 24 | -4.5% | 10.3% | ||
| Q2 24 | -18.7% | 10.7% |
| Q1 26 | $0.44 | $0.99 | ||
| Q4 25 | $99.91 | $1.02 | ||
| Q3 25 | $-100.00 | $0.89 | ||
| Q2 25 | $-0.18 | $0.85 | ||
| Q1 25 | $-0.10 | $0.82 | ||
| Q4 24 | $0.45 | $0.77 | ||
| Q3 24 | $-0.06 | $0.76 | ||
| Q2 24 | $-0.27 | $0.79 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $512.4M |
| Total DebtLower is stronger | — | $2.0B |
| Stockholders' EquityBook value | $948.0K | $1.3B |
| Total Assets | $4.7B | $4.3B |
| Debt / EquityLower = less leverage | — | 1.58× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $512.4M | ||
| Q4 25 | $2.5B | $499.8M | ||
| Q3 25 | $595.1M | $79.6M | ||
| Q2 25 | $574.8M | $37.0M | ||
| Q1 25 | $794.8M | $55.4M | ||
| Q4 24 | $802.9M | $74.1M | ||
| Q3 24 | $495.7M | $35.5M | ||
| Q2 24 | $581.7M | $48.3M |
| Q1 26 | — | $2.0B | ||
| 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 | — |
| Q1 26 | $948.0K | $1.3B | ||
| Q4 25 | $768.6M | $1.2B | ||
| Q3 25 | $653.1M | $1.2B | ||
| Q2 25 | $594.6M | $1.2B | ||
| Q1 25 | $578.3M | $1.1B | ||
| Q4 24 | $562.5M | $1.1B | ||
| Q3 24 | $430.9M | $1.1B | ||
| Q2 24 | $423.3M | $998.5M |
| Q1 26 | $4.7B | $4.3B | ||
| Q4 25 | $4.4B | $4.3B | ||
| Q3 25 | $2.6B | $3.8B | ||
| Q2 25 | $2.5B | $3.7B | ||
| Q1 25 | $2.6B | $3.1B | ||
| Q4 24 | $2.7B | $2.9B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.5B | $2.8B |
| Q1 26 | — | 1.58× | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $92.6M |
| Free Cash FlowOCF − Capex | — | $50.1M |
| FCF MarginFCF / Revenue | — | 5.8% |
| Capex IntensityCapex / Revenue | — | 4.9% |
| Cash ConversionOCF / Net Profit | — | 1.02× |
| TTM Free Cash FlowTrailing 4 quarters | — | $328.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.6M | ||
| Q4 25 | $418.1M | $127.0M | ||
| Q3 25 | $19.7M | $143.2M | ||
| Q2 25 | $-213.1M | $159.0M | ||
| Q1 25 | $-110.7M | $50.6M | ||
| Q4 24 | $484.2M | $276.9M | ||
| Q3 24 | $-69.5M | $32.6M | ||
| Q2 24 | $-175.5M | $65.9M |
| Q1 26 | — | $50.1M | ||
| Q4 25 | $395.1M | $56.8M | ||
| Q3 25 | $7.4M | $94.9M | ||
| Q2 25 | $-220.4M | $126.3M | ||
| Q1 25 | $-124.9M | $17.3M | ||
| Q4 24 | $473.1M | $224.4M | ||
| Q3 24 | $-83.8M | $-7.7M | ||
| Q2 24 | $-187.5M | $35.5M |
| Q1 26 | — | 5.8% | ||
| Q4 25 | 51.1% | 6.4% | ||
| Q3 25 | 1.4% | 11.0% | ||
| Q2 25 | -55.6% | 16.5% | ||
| Q1 25 | -39.1% | 2.5% | ||
| Q4 24 | 83.4% | 30.1% | ||
| Q3 24 | -26.0% | -1.1% | ||
| Q2 24 | -57.4% | 5.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 3.0% | 7.9% | ||
| Q3 25 | 2.4% | 5.6% | ||
| Q2 25 | 1.8% | 4.3% | ||
| Q1 25 | 4.5% | 4.9% | ||
| Q4 24 | 2.0% | 7.0% | ||
| Q3 24 | 4.4% | 6.0% | ||
| Q2 24 | 3.7% | 4.5% |
| Q1 26 | — | 1.02× | ||
| Q4 25 | 293.18× | 1.37× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | — | 2.03× | ||
| Q1 25 | — | 0.67× | ||
| Q4 24 | 4.60× | 3.90× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.90× |
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% |
BWXT
Segment breakdown not available.
