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Side-by-side financial comparison of Bloom Energy Corp (BE) and Dayforce (DAY). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $481.6M, roughly 1.6× Dayforce). Bloom Energy Corp runs the higher net margin — 9.4% vs -40.9%, a 50.3% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 9.5%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 9.8%).
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.
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
BE vs DAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $481.6M |
| Net Profit | $70.7M | $-196.8M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | 6.3% |
| Net Margin | 9.4% | -40.9% |
| Revenue YoY | 130.4% | 9.5% |
| Net Profit YoY | — | -9940.0% |
| EPS (diluted) | $0.44 | $-1.23 |
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 | $481.6M | ||
| Q2 25 | $396.3M | $464.7M | ||
| Q1 25 | $319.3M | $481.8M | ||
| Q4 24 | $567.0M | $465.2M | ||
| Q3 24 | $321.8M | $440.0M | ||
| Q2 24 | $326.5M | $423.3M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | — | ||
| Q3 25 | $-23.0M | $-196.8M | ||
| Q2 25 | $-42.2M | $21.3M | ||
| Q1 25 | $-23.4M | $14.9M | ||
| Q4 24 | $105.2M | $10.8M | ||
| Q3 24 | $-14.6M | $2.0M | ||
| Q2 24 | $-61.2M | $-1.8M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 38.7% | 47.0% | ||
| Q3 24 | 24.5% | 45.8% | ||
| Q2 24 | 21.0% | 44.1% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 1.5% | 6.3% | ||
| Q2 25 | -0.9% | 9.1% | ||
| Q1 25 | -6.0% | 6.4% | ||
| Q4 24 | 18.5% | 6.1% | ||
| Q3 24 | -3.0% | 4.7% | ||
| Q2 24 | -7.1% | 3.3% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | -4.5% | -40.9% | ||
| Q2 25 | -10.6% | 4.6% | ||
| Q1 25 | -7.3% | 3.1% | ||
| Q4 24 | 18.5% | 2.3% | ||
| Q3 24 | -4.5% | 0.5% | ||
| Q2 24 | -18.7% | -0.4% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | — | ||
| Q3 25 | $-100.00 | $-1.23 | ||
| Q2 25 | $-0.18 | $0.13 | ||
| Q1 25 | $-0.10 | $0.09 | ||
| Q4 24 | $0.45 | $0.07 | ||
| Q3 24 | $-0.06 | $0.01 | ||
| Q2 24 | $-0.27 | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $627.6M |
| Total DebtLower is stronger | — | $631.1M |
| Stockholders' EquityBook value | $948.0K | $2.7B |
| Total Assets | $4.7B | $8.7B |
| Debt / EquityLower = less leverage | — | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $595.1M | $627.6M | ||
| Q2 25 | $574.8M | $625.2M | ||
| Q1 25 | $794.8M | $557.3M | ||
| Q4 24 | $802.9M | $579.7M | ||
| Q3 24 | $495.7M | $494.1M | ||
| Q2 24 | $581.7M | $465.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | $631.1M | ||
| Q2 25 | $1.1B | $631.8M | ||
| Q1 25 | $1.1B | $632.4M | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | — | ||
| Q3 25 | $653.1M | $2.7B | ||
| Q2 25 | $594.6M | $2.7B | ||
| Q1 25 | $578.3M | $2.6B | ||
| Q4 24 | $562.5M | $2.5B | ||
| Q3 24 | $430.9M | $2.6B | ||
| Q2 24 | $423.3M | $2.5B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | — | ||
| Q3 25 | $2.6B | $8.7B | ||
| Q2 25 | $2.5B | $8.5B | ||
| Q1 25 | $2.6B | $9.5B | ||
| Q4 24 | $2.7B | $9.1B | ||
| Q3 24 | $2.6B | $8.1B | ||
| Q2 24 | $2.5B | $9.0B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | 0.23× | ||
| Q2 25 | 1.91× | 0.23× | ||
| Q1 25 | 1.96× | 0.24× | ||
| Q4 24 | 2.01× | 0.47× | ||
| Q3 24 | 2.62× | 0.47× | ||
| Q2 24 | 2.66× | 0.49× |
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 | — | $31.2M |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | — | ||
| Q3 25 | $19.7M | $31.2M | ||
| Q2 25 | $-213.1M | $112.7M | ||
| Q1 25 | $-110.7M | $49.6M | ||
| Q4 24 | $484.2M | $81.0M | ||
| Q3 24 | $-69.5M | $91.8M | ||
| Q2 24 | $-175.5M | $99.2M |
| 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 | — |
| 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% | — |
| 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% | — |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.29× | ||
| Q1 25 | — | 3.33× | ||
| Q4 24 | 4.60× | 7.50× | ||
| Q3 24 | — | 45.90× | ||
| 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% |
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
