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Side-by-side financial comparison of Bloom Energy Corp (BE) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $475.7M, roughly 1.6× COMMERCE BANCSHARES INC). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 9.4%, a 20.4% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 11.1%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 7.1%).
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.
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
BE vs CBSH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $475.7M |
| Net Profit | $70.7M | $141.6M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | — |
| Net Margin | 9.4% | 29.8% |
| Revenue YoY | 130.4% | 11.1% |
| Net Profit YoY | — | 10.5% |
| EPS (diluted) | $0.44 | $0.96 |
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 | $475.7M | ||
| Q4 25 | $772.8M | $449.4M | ||
| Q3 25 | $513.3M | $441.0M | ||
| Q2 25 | $396.3M | $445.8M | ||
| Q1 25 | $319.3M | $428.1M | ||
| Q4 24 | $567.0M | $422.1M | ||
| Q3 24 | $321.8M | $421.4M | ||
| Q2 24 | $326.5M | $414.5M |
| Q1 26 | $70.7M | $141.6M | ||
| Q4 25 | $1.4M | $140.7M | ||
| Q3 25 | $-23.0M | $141.5M | ||
| Q2 25 | $-42.2M | $152.5M | ||
| Q1 25 | $-23.4M | $131.6M | ||
| Q4 24 | $105.2M | $136.1M | ||
| Q3 24 | $-14.6M | $138.0M | ||
| Q2 24 | $-61.2M | $139.6M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 21.0% | — |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 40.8% | ||
| Q3 25 | 1.5% | 41.9% | ||
| Q2 25 | -0.9% | 44.0% | ||
| Q1 25 | -6.0% | 39.2% | ||
| Q4 24 | 18.5% | 41.2% | ||
| Q3 24 | -3.0% | 42.4% | ||
| Q2 24 | -7.1% | 43.4% |
| Q1 26 | 9.4% | 29.8% | ||
| Q4 25 | 0.2% | 31.3% | ||
| Q3 25 | -4.5% | 32.1% | ||
| Q2 25 | -10.6% | 34.2% | ||
| Q1 25 | -7.3% | 30.7% | ||
| Q4 24 | 18.5% | 32.2% | ||
| Q3 24 | -4.5% | 32.8% | ||
| Q2 24 | -18.7% | 33.7% |
| Q1 26 | $0.44 | $0.96 | ||
| Q4 25 | $99.91 | $0.86 | ||
| Q3 25 | $-100.00 | $1.06 | ||
| Q2 25 | $-0.18 | $1.14 | ||
| Q1 25 | $-0.10 | $0.98 | ||
| Q4 24 | $0.45 | $0.83 | ||
| Q3 24 | $-0.06 | $1.01 | ||
| Q2 24 | $-0.27 | $1.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $4.3B |
| Total Assets | $4.7B | $35.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $595.1M | — | ||
| Q2 25 | $574.8M | — | ||
| Q1 25 | $794.8M | — | ||
| Q4 24 | $802.9M | — | ||
| Q3 24 | $495.7M | — | ||
| Q2 24 | $581.7M | — |
| 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 | — |
| Q1 26 | $948.0K | $4.3B | ||
| Q4 25 | $768.6M | $3.8B | ||
| Q3 25 | $653.1M | $3.8B | ||
| Q2 25 | $594.6M | $3.6B | ||
| Q1 25 | $578.3M | $3.5B | ||
| Q4 24 | $562.5M | $3.3B | ||
| Q3 24 | $430.9M | $3.4B | ||
| Q2 24 | $423.3M | $3.1B |
| Q1 26 | $4.7B | $35.7B | ||
| Q4 25 | $4.4B | $32.9B | ||
| Q3 25 | $2.6B | $32.3B | ||
| Q2 25 | $2.5B | $32.3B | ||
| Q1 25 | $2.6B | $32.4B | ||
| Q4 24 | $2.7B | $32.0B | ||
| Q3 24 | $2.6B | $31.5B | ||
| Q2 24 | $2.5B | $30.6B |
| 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× | — |
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% |
CBSH
Segment breakdown not available.
