vs
Side-by-side financial comparison of Bloom Energy Corp (BE) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $751.1M, roughly 1.2× Bloom Energy Corp). DONALDSON Co INC runs the higher net margin — 12.2% vs 9.4%, a 2.8% gap on every dollar of revenue. On growth, DONALDSON Co INC posted the faster year-over-year revenue change (3.9% vs -3.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 3.3%).
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.
Donaldson Company, Inc. is a filtration company engaged in the production and marketing of filtration products used in a variety of industry sectors, including commercial/industrial, aerospace, chemical, alternative energy (windmills), food & beverage, and pharmaceuticals. Also the company's research division, located in Minneapolis, Minn., participated in defense-related projects for various military applications.
BE vs DCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $935.4M |
| Net Profit | $70.7M | $113.9M |
| Gross Margin | 30.0% | 35.2% |
| Operating Margin | 17.3% | 16.0% |
| Net Margin | 9.4% | 12.2% |
| Revenue YoY | -3.4% | 3.9% |
| Net Profit YoY | 396.7% | 15.1% |
| EPS (diluted) | $0.44 | $0.97 |
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 | $935.4M | ||
| Q3 25 | $513.3M | $980.7M | ||
| Q2 25 | $396.3M | $940.1M | ||
| Q1 25 | $319.3M | $870.0M | ||
| Q4 24 | $567.0M | $900.1M | ||
| Q3 24 | $321.8M | $935.4M | ||
| Q2 24 | $326.5M | $927.9M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $113.9M | ||
| Q3 25 | $-23.0M | $114.3M | ||
| Q2 25 | $-42.2M | $57.8M | ||
| Q1 25 | $-23.4M | $95.9M | ||
| Q4 24 | $105.2M | $99.0M | ||
| Q3 24 | $-14.6M | $109.7M | ||
| Q2 24 | $-61.2M | $113.5M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 35.2% | ||
| Q3 25 | 29.5% | 34.5% | ||
| Q2 25 | 27.0% | 34.2% | ||
| Q1 25 | 27.8% | 35.2% | ||
| Q4 24 | 38.7% | 35.5% | ||
| Q3 24 | 24.5% | 35.8% | ||
| Q2 24 | 21.0% | 35.6% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 16.0% | ||
| Q3 25 | 1.5% | 15.5% | ||
| Q2 25 | -0.9% | 9.3% | ||
| Q1 25 | -6.0% | 14.4% | ||
| Q4 24 | 18.5% | 14.5% | ||
| Q3 24 | -3.0% | 15.6% | ||
| Q2 24 | -7.1% | 15.5% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 12.2% | ||
| Q3 25 | -4.5% | 11.7% | ||
| Q2 25 | -10.6% | 6.1% | ||
| Q1 25 | -7.3% | 11.0% | ||
| Q4 24 | 18.5% | 11.0% | ||
| Q3 24 | -4.5% | 11.7% | ||
| Q2 24 | -18.7% | 12.2% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.97 | ||
| Q3 25 | $-100.00 | $0.97 | ||
| Q2 25 | $-0.18 | $0.48 | ||
| Q1 25 | $-0.10 | $0.79 | ||
| Q4 24 | $0.45 | $0.81 | ||
| Q3 24 | $-0.06 | $0.90 | ||
| Q2 24 | $-0.27 | $0.92 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $210.7M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $948.0K | $1.5B |
| Total Assets | $4.7B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $210.7M | ||
| Q3 25 | $595.1M | $180.4M | ||
| Q2 25 | $574.8M | $178.5M | ||
| Q1 25 | $794.8M | $189.1M | ||
| Q4 24 | $802.9M | $221.2M | ||
| Q3 24 | $495.7M | $232.7M | ||
| Q2 24 | $581.7M | $223.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $671.5M | ||
| Q3 25 | $1.1B | $630.4M | ||
| Q2 25 | $1.1B | $638.8M | ||
| Q1 25 | $1.1B | $514.7M | ||
| Q4 24 | $1.1B | $538.6M | ||
| Q3 24 | $1.1B | $483.4M | ||
| Q2 24 | $1.1B | $481.8M |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.5B | ||
| Q3 25 | $653.1M | $1.5B | ||
| Q2 25 | $594.6M | $1.5B | ||
| Q1 25 | $578.3M | $1.5B | ||
| Q4 24 | $562.5M | $1.5B | ||
| Q3 24 | $430.9M | $1.5B | ||
| Q2 24 | $423.3M | $1.5B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $3.0B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.5B | $3.0B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.7B | $3.0B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.5B | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.44× | ||
| Q3 25 | 1.73× | 0.43× | ||
| Q2 25 | 1.91× | 0.44× | ||
| Q1 25 | 1.96× | 0.33× | ||
| Q4 24 | 2.01× | 0.35× | ||
| Q3 24 | 2.62× | 0.32× | ||
| Q2 24 | 2.66× | 0.32× |
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 | — | $125.4M |
| Free Cash FlowOCF − Capex | — | $111.2M |
| FCF MarginFCF / Revenue | — | 11.9% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | — | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $125.4M | ||
| Q3 25 | $19.7M | $167.8M | ||
| Q2 25 | $-213.1M | $87.7M | ||
| Q1 25 | $-110.7M | $90.4M | ||
| Q4 24 | $484.2M | $72.9M | ||
| Q3 24 | $-69.5M | $126.0M | ||
| Q2 24 | $-175.5M | $141.5M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $111.2M | ||
| Q3 25 | $7.4M | $147.5M | ||
| Q2 25 | $-220.4M | $73.0M | ||
| Q1 25 | $-124.9M | $71.5M | ||
| Q4 24 | $473.1M | $47.9M | ||
| Q3 24 | $-83.8M | $106.2M | ||
| Q2 24 | $-187.5M | $120.2M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 11.9% | ||
| Q3 25 | 1.4% | 15.0% | ||
| Q2 25 | -55.6% | 7.8% | ||
| Q1 25 | -39.1% | 8.2% | ||
| Q4 24 | 83.4% | 5.3% | ||
| Q3 24 | -26.0% | 11.4% | ||
| Q2 24 | -57.4% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.5% | ||
| Q3 25 | 2.4% | 2.1% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 4.5% | 2.2% | ||
| Q4 24 | 2.0% | 2.8% | ||
| Q3 24 | 4.4% | 2.1% | ||
| Q2 24 | 3.7% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.10× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | 4.60× | 0.74× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 1.25× |
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% |
DCI
| Aftermarket Products | $447.1M | 48% |
| Industrial Filtration Solutions Products | $222.6M | 24% |
| Off Road Products | $86.5M | 9% |
| Life Sciences Segment | $80.0M | 9% |
| Other | $39.1M | 4% |
| Aerospace And Defense Products | $37.1M | 4% |
| On Road Products | $23.0M | 2% |
