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Side-by-side financial comparison of Bloom Energy Corp (BE) and BlueLinx Holdings Inc. (BXC). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $748.9M, roughly 1.0× BlueLinx Holdings Inc.). Bloom Energy Corp runs the higher net margin — 9.4% vs 0.2%, a 9.2% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 0.2%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 2.5%).
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.
BlueLinx Holdings Inc. is a wholesale distributor of building and industrial products in the United States. Headquartered in Atlanta, Georgia, Shyam Reddy serves as its President and CEO.
BE vs BXC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $748.9M |
| Net Profit | $70.7M | $1.7M |
| Gross Margin | 30.0% | 14.4% |
| Operating Margin | 17.3% | 1.3% |
| Net Margin | 9.4% | 0.2% |
| Revenue YoY | 130.4% | 0.2% |
| Net Profit YoY | — | -89.7% |
| EPS (diluted) | $0.44 | $0.20 |
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 | — | ||
| Q3 25 | $513.3M | $748.9M | ||
| Q2 25 | $396.3M | $780.1M | ||
| Q1 25 | $319.3M | $709.2M | ||
| Q4 24 | $567.0M | $710.6M | ||
| Q3 24 | $321.8M | $747.3M | ||
| Q2 24 | $326.5M | $768.4M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | — | ||
| Q3 25 | $-23.0M | $1.7M | ||
| Q2 25 | $-42.2M | $4.3M | ||
| Q1 25 | $-23.4M | $2.8M | ||
| Q4 24 | $105.2M | — | ||
| Q3 24 | $-14.6M | $16.0M | ||
| Q2 24 | $-61.2M | $14.3M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | 14.4% | ||
| Q2 25 | 27.0% | 15.3% | ||
| Q1 25 | 27.8% | 15.7% | ||
| Q4 24 | 38.7% | 15.9% | ||
| Q3 24 | 24.5% | 16.8% | ||
| Q2 24 | 21.0% | 15.9% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 1.5% | 1.3% | ||
| Q2 25 | -0.9% | 1.9% | ||
| Q1 25 | -6.0% | 1.5% | ||
| Q4 24 | 18.5% | 1.7% | ||
| Q3 24 | -3.0% | 3.2% | ||
| Q2 24 | -7.1% | 3.1% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | -4.5% | 0.2% | ||
| Q2 25 | -10.6% | 0.6% | ||
| Q1 25 | -7.3% | 0.4% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | -4.5% | 2.1% | ||
| Q2 24 | -18.7% | 1.9% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | — | ||
| Q3 25 | $-100.00 | $0.20 | ||
| Q2 25 | $-0.18 | $0.54 | ||
| Q1 25 | $-0.10 | $0.33 | ||
| Q4 24 | $0.45 | $0.67 | ||
| Q3 24 | $-0.06 | $1.87 | ||
| Q2 24 | $-0.27 | $1.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $429.4M |
| Total DebtLower is stronger | — | $598.5M |
| Stockholders' EquityBook value | $948.0K | $623.0M |
| Total Assets | $4.7B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.96× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $595.1M | $429.4M | ||
| Q2 25 | $574.8M | $386.8M | ||
| Q1 25 | $794.8M | $449.0M | ||
| Q4 24 | $802.9M | $505.6M | ||
| Q3 24 | $495.7M | $526.3M | ||
| Q2 24 | $581.7M | $491.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $598.5M | ||
| Q2 25 | $1.1B | $596.4M | ||
| Q1 25 | $1.1B | $596.6M | ||
| Q4 24 | $1.1B | $575.1M | ||
| Q3 24 | $1.1B | $576.0M | ||
| Q2 24 | $1.1B | $574.6M |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | — | ||
| Q3 25 | $653.1M | $623.0M | ||
| Q2 25 | $594.6M | $621.3M | ||
| Q1 25 | $578.3M | $636.1M | ||
| Q4 24 | $562.5M | $646.4M | ||
| Q3 24 | $430.9M | $655.6M | ||
| Q2 24 | $423.3M | $652.3M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | — | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.5B | $1.6B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.6B | $1.6B | ||
| Q2 24 | $2.5B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | 0.96× | ||
| Q2 25 | 1.91× | 0.96× | ||
| Q1 25 | 1.96× | 0.94× | ||
| Q4 24 | 2.01× | 0.89× | ||
| Q3 24 | 2.62× | 0.88× | ||
| Q2 24 | 2.66× | 0.88× |
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 | — | $58.6M |
| Free Cash FlowOCF − Capex | — | $52.7M |
| FCF MarginFCF / Revenue | — | 7.0% |
| Capex IntensityCapex / Revenue | — | 0.8% |
| Cash ConversionOCF / Net Profit | — | 35.42× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-25.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | — | ||
| Q3 25 | $19.7M | $58.6M | ||
| Q2 25 | $-213.1M | $-26.8M | ||
| Q1 25 | $-110.7M | $-33.9M | ||
| Q4 24 | $484.2M | $18.7M | ||
| Q3 24 | $-69.5M | $61.8M | ||
| Q2 24 | $-175.5M | $35.8M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | — | ||
| Q3 25 | $7.4M | $52.7M | ||
| Q2 25 | $-220.4M | $-36.4M | ||
| Q1 25 | $-124.9M | $-39.8M | ||
| Q4 24 | $473.1M | $-1.5M | ||
| Q3 24 | $-83.8M | $53.8M | ||
| Q2 24 | $-187.5M | $29.3M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | — | ||
| Q3 25 | 1.4% | 7.0% | ||
| Q2 25 | -55.6% | -4.7% | ||
| Q1 25 | -39.1% | -5.6% | ||
| Q4 24 | 83.4% | -0.2% | ||
| Q3 24 | -26.0% | 7.2% | ||
| Q2 24 | -57.4% | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.4% | 0.8% | ||
| Q2 25 | 1.8% | 1.2% | ||
| Q1 25 | 4.5% | 0.8% | ||
| Q4 24 | 2.0% | 2.9% | ||
| Q3 24 | 4.4% | 1.1% | ||
| Q2 24 | 3.7% | 0.8% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | 35.42× | ||
| Q2 25 | — | -6.21× | ||
| Q1 25 | — | -12.09× | ||
| Q4 24 | 4.60× | — | ||
| Q3 24 | — | 3.86× | ||
| Q2 24 | — | 2.50× |
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% |
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
