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Side-by-side financial comparison of Bloom Energy Corp (BE) and Dolby Laboratories, Inc. (DLB). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $395.6M, roughly 1.9× Dolby Laboratories, Inc.). Dolby Laboratories, Inc. runs the higher net margin — 24.0% vs 9.4%, a 14.6% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 7.1%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 13.9%).
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.
Dolby Laboratories, Inc. is an American technology corporation specializing in audio noise reduction, audio encoding/compression, spatial audio, and high-dynamic-range television (HDR) imaging. Dolby licenses its technologies to consumer electronics manufacturers.
BE vs DLB — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $395.6M |
| Net Profit | $70.7M | $94.9M |
| Gross Margin | 30.0% | 88.7% |
| Operating Margin | 17.3% | 28.5% |
| Net Margin | 9.4% | 24.0% |
| Revenue YoY | 130.4% | 7.1% |
| Net Profit YoY | — | 3.4% |
| 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.
| Q2 26 | — | $395.6M | ||
| Q1 26 | $751.1M | $346.7M | ||
| Q4 25 | $772.8M | $346.7M | ||
| Q3 25 | $513.3M | $307.0M | ||
| Q2 25 | $396.3M | $315.5M | ||
| Q1 25 | $319.3M | $369.6M | ||
| Q4 24 | $567.0M | $357.0M | ||
| Q3 24 | $321.8M | $304.8M |
| Q2 26 | — | $94.9M | ||
| Q1 26 | $70.7M | $53.3M | ||
| Q4 25 | $1.4M | $53.3M | ||
| Q3 25 | $-23.0M | $49.3M | ||
| Q2 25 | $-42.2M | $46.1M | ||
| Q1 25 | $-23.4M | $91.8M | ||
| Q4 24 | $105.2M | $67.8M | ||
| Q3 24 | $-14.6M | $58.6M |
| Q2 26 | — | 88.7% | ||
| Q1 26 | 30.0% | 87.5% | ||
| Q4 25 | 31.0% | 87.5% | ||
| Q3 25 | 29.5% | 87.1% | ||
| Q2 25 | 27.0% | 86.1% | ||
| Q1 25 | 27.8% | 90.3% | ||
| Q4 24 | 38.7% | 88.6% | ||
| Q3 24 | 24.5% | 88.8% |
| Q2 26 | — | 28.5% | ||
| Q1 26 | 17.3% | 17.9% | ||
| Q4 25 | 11.3% | 17.9% | ||
| Q3 25 | 1.5% | 9.7% | ||
| Q2 25 | -0.9% | 15.1% | ||
| Q1 25 | -6.0% | 29.2% | ||
| Q4 24 | 18.5% | 22.4% | ||
| Q3 24 | -3.0% | 15.2% |
| Q2 26 | — | 24.0% | ||
| Q1 26 | 9.4% | 15.4% | ||
| Q4 25 | 0.2% | 15.4% | ||
| Q3 25 | -4.5% | 16.1% | ||
| Q2 25 | -10.6% | 14.6% | ||
| Q1 25 | -7.3% | 24.8% | ||
| Q4 24 | 18.5% | 19.0% | ||
| Q3 24 | -4.5% | 19.2% |
| Q2 26 | — | $0.99 | ||
| Q1 26 | $0.44 | $0.55 | ||
| Q4 25 | $99.91 | $0.55 | ||
| Q3 25 | $-100.00 | $0.50 | ||
| Q2 25 | $-0.18 | $0.48 | ||
| Q1 25 | $-0.10 | $0.94 | ||
| Q4 24 | $0.45 | $0.70 | ||
| Q3 24 | $-0.06 | $0.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $594.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $2.6B |
| Total Assets | $4.7B | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $594.7M | ||
| Q1 26 | — | $644.6M | ||
| Q4 25 | $2.5B | $644.6M | ||
| Q3 25 | $595.1M | $702.6M | ||
| Q2 25 | $574.8M | $699.3M | ||
| Q1 25 | $794.8M | $626.6M | ||
| Q4 24 | $802.9M | $520.8M | ||
| Q3 24 | $495.7M | $482.0M |
| Q2 26 | — | — | ||
| 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 26 | — | $2.6B | ||
| Q1 26 | $948.0K | $2.6B | ||
| Q4 25 | $768.6M | $2.6B | ||
| Q3 25 | $653.1M | $2.6B | ||
| Q2 25 | $594.6M | $2.6B | ||
| Q1 25 | $578.3M | $2.6B | ||
| Q4 24 | $562.5M | $2.5B | ||
| Q3 24 | $430.9M | $2.5B |
| Q2 26 | — | $3.2B | ||
| Q1 26 | $4.7B | $3.2B | ||
| Q4 25 | $4.4B | $3.2B | ||
| Q3 25 | $2.6B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.6B | $3.2B | ||
| Q4 24 | $2.7B | $3.2B | ||
| Q3 24 | $2.6B | $3.1B |
| Q2 26 | — | — | ||
| 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× | — |
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 | — | $147.3M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 1.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $147.3M | ||
| Q1 26 | — | $54.8M | ||
| Q4 25 | $418.1M | $54.8M | ||
| Q3 25 | $19.7M | $472.2M | ||
| Q2 25 | $-213.1M | $67.7M | ||
| Q1 25 | $-110.7M | $174.9M | ||
| Q4 24 | $484.2M | $106.8M | ||
| Q3 24 | $-69.5M | $327.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $50.2M | ||
| Q3 25 | $7.4M | $435.9M | ||
| Q2 25 | $-220.4M | $61.3M | ||
| Q1 25 | $-124.9M | $168.0M | ||
| Q4 24 | $473.1M | $100.0M | ||
| Q3 24 | $-83.8M | $297.2M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 14.5% | ||
| Q3 25 | 1.4% | 142.0% | ||
| Q2 25 | -55.6% | 19.4% | ||
| Q1 25 | -39.1% | 45.5% | ||
| Q4 24 | 83.4% | 28.0% | ||
| Q3 24 | -26.0% | 97.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.3% | ||
| Q3 25 | 2.4% | 11.8% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 4.5% | 1.9% | ||
| Q4 24 | 2.0% | 1.9% | ||
| Q3 24 | 4.4% | 9.8% |
| Q2 26 | — | 1.55× | ||
| Q1 26 | — | 1.03× | ||
| Q4 25 | 293.18× | 1.03× | ||
| Q3 25 | — | 9.57× | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | 4.60× | 1.57× | ||
| Q3 24 | — | 5.59× |
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% |
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 6% |
