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Side-by-side financial comparison of Bloom Energy Corp (BE) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $433.0M, roughly 1.7× Frontdoor, 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 13.1%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs -10.6%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
BE vs FTDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $433.0M |
| Net Profit | $70.7M | $1.0M |
| Gross Margin | 30.0% | 49.2% |
| Operating Margin | 17.3% | — |
| Net Margin | 9.4% | 0.2% |
| Revenue YoY | 130.4% | 13.1% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.44 | $0.02 |
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 | $433.0M | ||
| Q4 25 | $772.8M | $432.0M | ||
| Q3 25 | $513.3M | $618.0M | ||
| Q2 25 | $396.3M | $617.0M | ||
| Q1 25 | $319.3M | $426.0M | ||
| Q4 24 | $567.0M | $383.0M | ||
| Q3 24 | $321.8M | $540.0M | ||
| Q2 24 | $326.5M | $542.0M |
| Q1 26 | $70.7M | $1.0M | ||
| Q4 25 | $1.4M | $1.0M | ||
| Q3 25 | $-23.0M | $106.0M | ||
| Q2 25 | $-42.2M | $111.0M | ||
| Q1 25 | $-23.4M | $37.0M | ||
| Q4 24 | $105.2M | $9.0M | ||
| Q3 24 | $-14.6M | $100.0M | ||
| Q2 24 | $-61.2M | $92.0M |
| Q1 26 | 30.0% | 49.2% | ||
| Q4 25 | 31.0% | 49.3% | ||
| Q3 25 | 29.5% | 57.1% | ||
| Q2 25 | 27.0% | 57.7% | ||
| Q1 25 | 27.8% | 55.2% | ||
| Q4 24 | 38.7% | 48.0% | ||
| Q3 24 | 24.5% | 56.7% | ||
| Q2 24 | 21.0% | 56.5% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 0.5% | ||
| Q3 25 | 1.5% | 23.0% | ||
| Q2 25 | -0.9% | 23.7% | ||
| Q1 25 | -6.0% | 11.3% | ||
| Q4 24 | 18.5% | 1.6% | ||
| Q3 24 | -3.0% | 24.8% | ||
| Q2 24 | -7.1% | 22.9% |
| Q1 26 | 9.4% | 0.2% | ||
| Q4 25 | 0.2% | 0.2% | ||
| Q3 25 | -4.5% | 17.2% | ||
| Q2 25 | -10.6% | 18.0% | ||
| Q1 25 | -7.3% | 8.7% | ||
| Q4 24 | 18.5% | 2.3% | ||
| Q3 24 | -4.5% | 18.5% | ||
| Q2 24 | -18.7% | 17.0% |
| Q1 26 | $0.44 | $0.02 | ||
| Q4 25 | $99.91 | $0.03 | ||
| Q3 25 | $-100.00 | $1.42 | ||
| Q2 25 | $-0.18 | $1.48 | ||
| Q1 25 | $-0.10 | $0.49 | ||
| Q4 24 | $0.45 | $0.10 | ||
| Q3 24 | $-0.06 | $1.30 | ||
| Q2 24 | $-0.27 | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $566.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $948.0K | $242.0M |
| Total Assets | $4.7B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $566.0M | ||
| Q4 25 | $2.5B | $566.0M | ||
| Q3 25 | $595.1M | $563.0M | ||
| Q2 25 | $574.8M | $562.0M | ||
| Q1 25 | $794.8M | $506.0M | ||
| Q4 24 | $802.9M | $436.0M | ||
| Q3 24 | $495.7M | $375.0M | ||
| Q2 24 | $581.7M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.6B | $1.1B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $565.0M | ||
| Q2 24 | $1.1B | $569.0M |
| Q1 26 | $948.0K | $242.0M | ||
| Q4 25 | $768.6M | $242.0M | ||
| Q3 25 | $653.1M | $316.0M | ||
| Q2 25 | $594.6M | $254.0M | ||
| Q1 25 | $578.3M | $198.0M | ||
| Q4 24 | $562.5M | $239.0M | ||
| Q3 24 | $430.9M | $261.0M | ||
| Q2 24 | $423.3M | $214.0M |
| Q1 26 | $4.7B | $2.1B | ||
| Q4 25 | $4.4B | $2.1B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.5B | $2.2B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.5B | $1.2B |
| Q1 26 | — | 4.85× | ||
| Q4 25 | 3.41× | 4.73× | ||
| Q3 25 | 1.73× | 3.64× | ||
| Q2 25 | 1.91× | 4.56× | ||
| Q1 25 | 1.96× | 5.88× | ||
| Q4 24 | 2.01× | 4.90× | ||
| Q3 24 | 2.62× | 2.16× | ||
| Q2 24 | 2.66× | 2.66× |
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 | — | — |
| Free Cash FlowOCF − Capex | — | $94.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $367.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $101.0M | ||
| Q3 25 | $19.7M | $64.0M | ||
| Q2 25 | $-213.1M | $127.0M | ||
| Q1 25 | $-110.7M | $124.0M | ||
| Q4 24 | $484.2M | $58.0M | ||
| Q3 24 | $-69.5M | $25.0M | ||
| Q2 24 | $-175.5M | $103.0M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | $395.1M | $95.0M | ||
| Q3 25 | $7.4M | $58.0M | ||
| Q2 25 | $-220.4M | $120.0M | ||
| Q1 25 | $-124.9M | $117.0M | ||
| Q4 24 | $473.1M | $50.0M | ||
| Q3 24 | $-83.8M | $16.0M | ||
| Q2 24 | $-187.5M | $91.0M |
| Q1 26 | — | 21.7% | ||
| Q4 25 | 51.1% | 22.0% | ||
| Q3 25 | 1.4% | 9.4% | ||
| Q2 25 | -55.6% | 19.4% | ||
| Q1 25 | -39.1% | 27.5% | ||
| Q4 24 | 83.4% | 13.1% | ||
| Q3 24 | -26.0% | 3.0% | ||
| Q2 24 | -57.4% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.4% | ||
| Q3 25 | 2.4% | 1.0% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 4.5% | 1.6% | ||
| Q4 24 | 2.0% | 2.1% | ||
| Q3 24 | 4.4% | 1.7% | ||
| Q2 24 | 3.7% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 101.00× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | 4.60× | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× |
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% |
FTDR
Segment breakdown not available.
