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Side-by-side financial comparison of Bloom Energy Corp (BE) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $747.5M, roughly 1.0× Installed Building Products, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 9.4%, a 0.8% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs -0.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 3.9%).
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.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
BE vs IBP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $747.5M |
| Net Profit | $70.7M | $76.6M |
| Gross Margin | 30.0% | 35.0% |
| Operating Margin | 17.3% | 14.6% |
| Net Margin | 9.4% | 10.2% |
| Revenue YoY | 130.4% | -0.4% |
| Net Profit YoY | — | 14.5% |
| EPS (diluted) | $0.44 | $2.81 |
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 | $747.5M | ||
| Q3 25 | $513.3M | $778.2M | ||
| Q2 25 | $396.3M | $760.3M | ||
| Q1 25 | $319.3M | $684.8M | ||
| Q4 24 | $567.0M | $750.2M | ||
| Q3 24 | $321.8M | $760.6M | ||
| Q2 24 | $326.5M | $737.6M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $76.6M | ||
| Q3 25 | $-23.0M | $74.4M | ||
| Q2 25 | $-42.2M | $69.0M | ||
| Q1 25 | $-23.4M | $45.4M | ||
| Q4 24 | $105.2M | $66.9M | ||
| Q3 24 | $-14.6M | $68.6M | ||
| Q2 24 | $-61.2M | $65.2M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 35.0% | ||
| Q3 25 | 29.5% | 34.0% | ||
| Q2 25 | 27.0% | 34.2% | ||
| Q1 25 | 27.8% | 32.7% | ||
| Q4 24 | 38.7% | 33.6% | ||
| Q3 24 | 24.5% | 33.8% | ||
| Q2 24 | 21.0% | 34.1% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 14.6% | ||
| Q3 25 | 1.5% | 13.7% | ||
| Q2 25 | -0.9% | 13.3% | ||
| Q1 25 | -6.0% | 10.2% | ||
| Q4 24 | 18.5% | 13.1% | ||
| Q3 24 | -3.0% | 13.3% | ||
| Q2 24 | -7.1% | 12.9% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 10.2% | ||
| Q3 25 | -4.5% | 9.6% | ||
| Q2 25 | -10.6% | 9.1% | ||
| Q1 25 | -7.3% | 6.6% | ||
| Q4 24 | 18.5% | 8.9% | ||
| Q3 24 | -4.5% | 9.0% | ||
| Q2 24 | -18.7% | 8.8% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $2.81 | ||
| Q3 25 | $-100.00 | $2.74 | ||
| Q2 25 | $-0.18 | $2.52 | ||
| Q1 25 | $-0.10 | $1.64 | ||
| Q4 24 | $0.45 | $2.39 | ||
| Q3 24 | $-0.06 | $2.44 | ||
| Q2 24 | $-0.27 | $2.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $321.9M |
| Total DebtLower is stronger | — | $886.6M |
| Stockholders' EquityBook value | $948.0K | $709.9M |
| Total Assets | $4.7B | $2.1B |
| Debt / EquityLower = less leverage | — | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $321.9M | ||
| Q3 25 | $595.1M | $333.3M | ||
| Q2 25 | $574.8M | $305.2M | ||
| Q1 25 | $794.8M | $298.7M | ||
| Q4 24 | $802.9M | $327.6M | ||
| Q3 24 | $495.7M | $406.2M | ||
| Q2 24 | $581.7M | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $886.6M | ||
| Q3 25 | $1.1B | $880.8M | ||
| Q2 25 | $1.1B | $876.1M | ||
| Q1 25 | $1.1B | $872.4M | ||
| Q4 24 | $1.1B | $874.8M | ||
| Q3 24 | $1.1B | $872.3M | ||
| Q2 24 | $1.1B | $875.8M |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $709.9M | ||
| Q3 25 | $653.1M | $678.6M | ||
| Q2 25 | $594.6M | $664.5M | ||
| Q1 25 | $578.3M | $660.9M | ||
| Q4 24 | $562.5M | $705.3M | ||
| Q3 24 | $430.9M | $716.4M | ||
| Q2 24 | $423.3M | $685.3M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $2.1B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $2.6B | $2.0B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.5B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 1.25× | ||
| Q3 25 | 1.73× | 1.30× | ||
| Q2 25 | 1.91× | 1.32× | ||
| Q1 25 | 1.96× | 1.32× | ||
| Q4 24 | 2.01× | 1.24× | ||
| Q3 24 | 2.62× | 1.22× | ||
| Q2 24 | 2.66× | 1.28× |
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 | — | $64.9M |
| Free Cash FlowOCF − Capex | — | $49.3M |
| FCF MarginFCF / Revenue | — | 6.6% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | — | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | — | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $64.9M | ||
| Q3 25 | $19.7M | $124.0M | ||
| Q2 25 | $-213.1M | $90.4M | ||
| Q1 25 | $-110.7M | $92.1M | ||
| Q4 24 | $484.2M | $74.8M | ||
| Q3 24 | $-69.5M | $101.4M | ||
| Q2 24 | $-175.5M | $79.0M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $49.3M | ||
| Q3 25 | $7.4M | $104.8M | ||
| Q2 25 | $-220.4M | $74.8M | ||
| Q1 25 | $-124.9M | $71.9M | ||
| Q4 24 | $473.1M | $52.9M | ||
| Q3 24 | $-83.8M | $77.3M | ||
| Q2 24 | $-187.5M | $58.2M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 6.6% | ||
| Q3 25 | 1.4% | 13.5% | ||
| Q2 25 | -55.6% | 9.8% | ||
| Q1 25 | -39.1% | 10.5% | ||
| Q4 24 | 83.4% | 7.1% | ||
| Q3 24 | -26.0% | 10.2% | ||
| Q2 24 | -57.4% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.1% | ||
| Q3 25 | 2.4% | 2.5% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 4.5% | 2.9% | ||
| Q4 24 | 2.0% | 2.9% | ||
| Q3 24 | 4.4% | 3.2% | ||
| Q2 24 | 3.7% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | 4.60× | 1.12× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.21× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
