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Side-by-side financial comparison of Bloom Energy Corp (BE) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $751.1M, roughly 1.2× Bloom Energy Corp). Bloom Energy Corp runs the higher net margin — 9.4% vs 2.0%, a 7.4% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs -3.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs -1.8%).
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.
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
BE vs LCII — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $932.7M |
| Net Profit | $70.7M | $18.7M |
| Gross Margin | 30.0% | 22.1% |
| Operating Margin | 17.3% | 3.8% |
| Net Margin | 9.4% | 2.0% |
| Revenue YoY | -3.4% | 16.1% |
| Net Profit YoY | 396.7% | 95.7% |
| EPS (diluted) | $0.44 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $513.3M | $1.0B | ||
| Q2 25 | $396.3M | $1.1B | ||
| Q1 25 | $319.3M | $1.0B | ||
| Q4 24 | $567.0M | $803.1M | ||
| Q3 24 | $321.8M | $915.5M | ||
| Q2 24 | $326.5M | $1.1B |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $18.7M | ||
| Q3 25 | $-23.0M | $62.5M | ||
| Q2 25 | $-42.2M | $57.6M | ||
| Q1 25 | $-23.4M | $49.4M | ||
| Q4 24 | $105.2M | $9.5M | ||
| Q3 24 | $-14.6M | $35.6M | ||
| Q2 24 | $-61.2M | $61.2M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 22.1% | ||
| Q3 25 | 29.5% | 24.4% | ||
| Q2 25 | 27.0% | 24.4% | ||
| Q1 25 | 27.8% | 24.1% | ||
| Q4 24 | 38.7% | 21.1% | ||
| Q3 24 | 24.5% | 24.0% | ||
| Q2 24 | 21.0% | 25.3% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 3.8% | ||
| Q3 25 | 1.5% | 7.3% | ||
| Q2 25 | -0.9% | 7.9% | ||
| Q1 25 | -6.0% | 7.8% | ||
| Q4 24 | 18.5% | 2.0% | ||
| Q3 24 | -3.0% | 5.9% | ||
| Q2 24 | -7.1% | 8.6% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 2.0% | ||
| Q3 25 | -4.5% | 6.0% | ||
| Q2 25 | -10.6% | 5.2% | ||
| Q1 25 | -7.3% | 4.7% | ||
| Q4 24 | 18.5% | 1.2% | ||
| Q3 24 | -4.5% | 3.9% | ||
| Q2 24 | -18.7% | 5.8% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.79 | ||
| Q3 25 | $-100.00 | $2.55 | ||
| Q2 25 | $-0.18 | $2.29 | ||
| Q1 25 | $-0.10 | $1.94 | ||
| Q4 24 | $0.45 | $0.37 | ||
| Q3 24 | $-0.06 | $1.39 | ||
| Q2 24 | $-0.27 | $2.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $222.6M |
| Total DebtLower is stronger | — | $945.2M |
| Stockholders' EquityBook value | $948.0K | $1.4B |
| Total Assets | $4.7B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $222.6M | ||
| Q3 25 | $595.1M | $199.7M | ||
| Q2 25 | $574.8M | $191.9M | ||
| Q1 25 | $794.8M | $231.2M | ||
| Q4 24 | $802.9M | $165.8M | ||
| Q3 24 | $495.7M | $161.2M | ||
| Q2 24 | $581.7M | $130.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $945.2M | ||
| Q3 25 | $1.1B | $947.8M | ||
| Q2 25 | $1.1B | $948.0M | ||
| Q1 25 | $1.1B | $938.3M | ||
| Q4 24 | $1.1B | $757.3M | ||
| Q3 24 | $1.1B | $822.5M | ||
| Q2 24 | $1.1B | $829.7M |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.4B | ||
| Q3 25 | $653.1M | $1.4B | ||
| Q2 25 | $594.6M | $1.4B | ||
| Q1 25 | $578.3M | $1.4B | ||
| Q4 24 | $562.5M | $1.4B | ||
| Q3 24 | $430.9M | $1.4B | ||
| Q2 24 | $423.3M | $1.4B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $3.2B | ||
| Q3 25 | $2.6B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.6B | $3.1B | ||
| Q4 24 | $2.7B | $2.9B | ||
| Q3 24 | $2.6B | $3.0B | ||
| Q2 24 | $2.5B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.69× | ||
| Q3 25 | 1.73× | 0.70× | ||
| Q2 25 | 1.91× | 0.68× | ||
| Q1 25 | 1.96× | 0.69× | ||
| Q4 24 | 2.01× | 0.55× | ||
| Q3 24 | 2.62× | 0.58× | ||
| Q2 24 | 2.66× | 0.60× |
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 | — | $78.9M |
| Free Cash FlowOCF − Capex | — | $64.3M |
| FCF MarginFCF / Revenue | — | 6.9% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $78.9M | ||
| Q3 25 | $19.7M | $97.2M | ||
| Q2 25 | $-213.1M | $112.2M | ||
| Q1 25 | $-110.7M | $42.7M | ||
| Q4 24 | $484.2M | $106.6M | ||
| Q3 24 | $-69.5M | $78.4M | ||
| Q2 24 | $-175.5M | $192.9M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $64.3M | ||
| Q3 25 | $7.4M | $80.9M | ||
| Q2 25 | $-220.4M | $99.5M | ||
| Q1 25 | $-124.9M | $33.7M | ||
| Q4 24 | $473.1M | $95.7M | ||
| Q3 24 | $-83.8M | $68.3M | ||
| Q2 24 | $-187.5M | $180.2M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 6.9% | ||
| Q3 25 | 1.4% | 7.8% | ||
| Q2 25 | -55.6% | 9.0% | ||
| Q1 25 | -39.1% | 3.2% | ||
| Q4 24 | 83.4% | 11.9% | ||
| Q3 24 | -26.0% | 7.5% | ||
| Q2 24 | -57.4% | 17.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.6% | ||
| Q3 25 | 2.4% | 1.6% | ||
| Q2 25 | 1.8% | 1.2% | ||
| Q1 25 | 4.5% | 0.9% | ||
| Q4 24 | 2.0% | 1.4% | ||
| Q3 24 | 4.4% | 1.1% | ||
| Q2 24 | 3.7% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 4.22× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | 4.60× | 11.17× | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | — | 3.15× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
