vs
Side-by-side financial comparison of Bloom Energy Corp (BE) and JANUS HENDERSON GROUP PLC (JHG). Click either name above to swap in a different company.
JANUS HENDERSON GROUP PLC is the larger business by last-quarter revenue ($1.1B vs $751.1M, roughly 1.5× Bloom Energy Corp). JANUS HENDERSON GROUP PLC runs the higher net margin — 35.3% vs 9.4%, a 25.9% gap on every dollar of revenue. On growth, JANUS HENDERSON GROUP PLC posted the faster year-over-year revenue change (61.3% vs -3.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 43.9%).
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.
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
BE vs JHG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $1.1B |
| Net Profit | $70.7M | $403.2M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | 42.7% |
| Net Margin | 9.4% | 35.3% |
| Revenue YoY | -3.4% | 61.3% |
| Net Profit YoY | 396.7% | 231.0% |
| EPS (diluted) | $0.44 | $2.59 |
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 | $1.1B | ||
| Q3 25 | $513.3M | $700.4M | ||
| Q2 25 | $396.3M | $633.2M | ||
| Q1 25 | $319.3M | $621.4M | ||
| Q4 24 | $567.0M | $708.3M | ||
| Q3 24 | $321.8M | $624.8M | ||
| Q2 24 | $326.5M | $588.4M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $403.2M | ||
| Q3 25 | $-23.0M | $142.1M | ||
| Q2 25 | $-42.2M | $149.9M | ||
| Q1 25 | $-23.4M | $120.7M | ||
| Q4 24 | $105.2M | $121.8M | ||
| Q3 24 | $-14.6M | $27.3M | ||
| Q2 24 | $-61.2M | $129.7M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 21.0% | — |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 42.7% | ||
| Q3 25 | 1.5% | 24.6% | ||
| Q2 25 | -0.9% | 25.9% | ||
| Q1 25 | -6.0% | 24.7% | ||
| Q4 24 | 18.5% | 27.9% | ||
| Q3 24 | -3.0% | 26.4% | ||
| Q2 24 | -7.1% | 27.9% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 35.3% | ||
| Q3 25 | -4.5% | 20.3% | ||
| Q2 25 | -10.6% | 23.7% | ||
| Q1 25 | -7.3% | 19.4% | ||
| Q4 24 | 18.5% | 17.2% | ||
| Q3 24 | -4.5% | 4.4% | ||
| Q2 24 | -18.7% | 22.0% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $2.59 | ||
| Q3 25 | $-100.00 | $0.92 | ||
| Q2 25 | $-0.18 | $0.95 | ||
| Q1 25 | $-0.10 | $0.77 | ||
| Q4 24 | $0.45 | $0.77 | ||
| Q3 24 | $-0.06 | $0.17 | ||
| Q2 24 | $-0.27 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $5.1B |
| Total Assets | $4.7B | $8.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $595.1M | $1.4B | ||
| Q2 25 | $574.8M | $1.3B | ||
| Q1 25 | $794.8M | $1.4B | ||
| Q4 24 | $802.9M | $1.6B | ||
| Q3 24 | $495.7M | $1.8B | ||
| Q2 24 | $581.7M | $1.3B |
| 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 24 | $1.1B | — |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $5.1B | ||
| Q3 25 | $653.1M | $4.8B | ||
| Q2 25 | $594.6M | $4.8B | ||
| Q1 25 | $578.3M | $4.7B | ||
| Q4 24 | $562.5M | $4.6B | ||
| Q3 24 | $430.9M | $4.6B | ||
| Q2 24 | $423.3M | $4.5B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $8.3B | ||
| Q3 25 | $2.6B | $7.6B | ||
| Q2 25 | $2.5B | $7.5B | ||
| Q1 25 | $2.6B | $7.1B | ||
| Q4 24 | $2.7B | $7.0B | ||
| Q3 24 | $2.6B | $7.3B | ||
| Q2 24 | $2.5B | $6.4B |
| 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× | — | ||
| Q2 24 | 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 | — | $322.7M |
| Free Cash FlowOCF − Capex | — | $320.4M |
| FCF MarginFCF / Revenue | — | 28.0% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | — | 0.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $710.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $322.7M | ||
| Q3 25 | $19.7M | $258.8M | ||
| Q2 25 | $-213.1M | $135.2M | ||
| Q1 25 | $-110.7M | $2.8M | ||
| Q4 24 | $484.2M | $247.3M | ||
| Q3 24 | $-69.5M | $228.5M | ||
| Q2 24 | $-175.5M | $223.8M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $320.4M | ||
| Q3 25 | $7.4M | $256.4M | ||
| Q2 25 | $-220.4M | $133.2M | ||
| Q1 25 | $-124.9M | $900.0K | ||
| Q4 24 | $473.1M | $243.5M | ||
| Q3 24 | $-83.8M | $225.9M | ||
| Q2 24 | $-187.5M | $221.9M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 28.0% | ||
| Q3 25 | 1.4% | 36.6% | ||
| Q2 25 | -55.6% | 21.0% | ||
| Q1 25 | -39.1% | 0.1% | ||
| Q4 24 | 83.4% | 34.4% | ||
| Q3 24 | -26.0% | 36.2% | ||
| Q2 24 | -57.4% | 37.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.2% | ||
| Q3 25 | 2.4% | 0.3% | ||
| Q2 25 | 1.8% | 0.3% | ||
| Q1 25 | 4.5% | 0.3% | ||
| Q4 24 | 2.0% | 0.5% | ||
| Q3 24 | 4.4% | 0.4% | ||
| Q2 24 | 3.7% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 0.80× | ||
| Q3 25 | — | 1.82× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | 4.60× | 2.03× | ||
| Q3 24 | — | 8.37× | ||
| Q2 24 | — | 1.73× |
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% |
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
