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Side-by-side financial comparison of Bloom Energy Corp (BE) and LANDSTAR SYSTEM INC (LSTR). Click either name above to swap in a different company.
LANDSTAR SYSTEM INC is the larger business by last-quarter revenue ($1.2B vs $751.1M, roughly 1.6× Bloom Energy Corp). Bloom Energy Corp runs the higher net margin — 9.4% vs 3.4%, a 6.0% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 1.6%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs -2.2%).
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.
Landstar System, Inc. is an American transportation services company specializing in logistics and, more specifically, third-party logistics. Landstar utilizes an extensive network of over 8,800 independent owner-operators, referred to internally as business capacity owners (BCOs), over 1,000 independent freight agents, and over 70,000 vetted carriers. Landstar provides services principally throughout the United States and to a lesser extent in Canada and between the U.S. and Canada, Mexico, ...
BE vs LSTR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $1.2B |
| Net Profit | $70.7M | $39.4M |
| Gross Margin | 30.0% | 9.6% |
| Operating Margin | 17.3% | 4.5% |
| Net Margin | 9.4% | 3.4% |
| Revenue YoY | 130.4% | 1.6% |
| Net Profit YoY | — | 32.3% |
| EPS (diluted) | $0.44 | $1.16 |
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 | $1.2B | ||
| Q4 25 | $772.8M | $1.2B | ||
| Q3 25 | $513.3M | $1.2B | ||
| Q2 25 | $396.3M | $1.2B | ||
| Q1 25 | $319.3M | $1.2B | ||
| Q4 24 | $567.0M | $1.2B | ||
| Q3 24 | $321.8M | $1.2B | ||
| Q2 24 | $326.5M | $1.2B |
| Q1 26 | $70.7M | $39.4M | ||
| Q4 25 | $1.4M | $23.9M | ||
| Q3 25 | $-23.0M | $19.4M | ||
| Q2 25 | $-42.2M | $41.9M | ||
| Q1 25 | $-23.4M | $29.8M | ||
| Q4 24 | $105.2M | $46.2M | ||
| Q3 24 | $-14.6M | $50.0M | ||
| Q2 24 | $-61.2M | $52.6M |
| Q1 26 | 30.0% | 9.6% | ||
| 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% | 4.5% | ||
| Q4 25 | 11.3% | 2.5% | ||
| Q3 25 | 1.5% | 2.2% | ||
| Q2 25 | -0.9% | 4.6% | ||
| Q1 25 | -6.0% | 3.4% | ||
| Q4 24 | 18.5% | 4.8% | ||
| Q3 24 | -3.0% | 5.2% | ||
| Q2 24 | -7.1% | 5.6% |
| Q1 26 | 9.4% | 3.4% | ||
| Q4 25 | 0.2% | 2.0% | ||
| Q3 25 | -4.5% | 1.6% | ||
| Q2 25 | -10.6% | 3.5% | ||
| Q1 25 | -7.3% | 2.6% | ||
| Q4 24 | 18.5% | 3.8% | ||
| Q3 24 | -4.5% | 4.1% | ||
| Q2 24 | -18.7% | 4.3% |
| Q1 26 | $0.44 | $1.16 | ||
| Q4 25 | $99.91 | $0.70 | ||
| Q3 25 | $-100.00 | $0.56 | ||
| Q2 25 | $-0.18 | $1.20 | ||
| Q1 25 | $-0.10 | $0.85 | ||
| Q4 24 | $0.45 | $1.30 | ||
| Q3 24 | $-0.06 | $1.41 | ||
| Q2 24 | $-0.27 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $411.0M |
| Total DebtLower is stronger | — | $26.1M |
| Stockholders' EquityBook value | $948.0K | $799.0M |
| Total Assets | $4.7B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $411.0M | ||
| Q4 25 | $2.5B | $452.2M | ||
| Q3 25 | $595.1M | $434.4M | ||
| Q2 25 | $574.8M | $426.2M | ||
| Q1 25 | $794.8M | $473.4M | ||
| Q4 24 | $802.9M | $566.6M | ||
| Q3 24 | $495.7M | $531.3M | ||
| Q2 24 | $581.7M | $504.0M |
| Q1 26 | — | $26.1M | ||
| Q4 25 | $2.6B | $0 | ||
| Q3 25 | $1.1B | $0 | ||
| Q2 25 | $1.1B | $0 | ||
| Q1 25 | $1.1B | $0 | ||
| Q4 24 | $1.1B | $0 | ||
| Q3 24 | $1.1B | $0 | ||
| Q2 24 | $1.1B | $0 |
| Q1 26 | $948.0K | $799.0M | ||
| Q4 25 | $768.6M | $795.7M | ||
| Q3 25 | $653.1M | $888.7M | ||
| Q2 25 | $594.6M | $921.8M | ||
| Q1 25 | $578.3M | $930.8M | ||
| Q4 24 | $562.5M | $972.4M | ||
| Q3 24 | $430.9M | $1.0B | ||
| Q2 24 | $423.3M | $1.0B |
| Q1 26 | $4.7B | $1.6B | ||
| Q4 25 | $4.4B | $1.6B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.5B | $1.7B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.5B | $1.8B |
| Q1 26 | — | 0.03× | ||
| Q4 25 | 3.41× | 0.00× | ||
| Q3 25 | 1.73× | 0.00× | ||
| Q2 25 | 1.91× | 0.00× | ||
| Q1 25 | 1.96× | 0.00× | ||
| Q4 24 | 2.01× | 0.00× | ||
| Q3 24 | 2.62× | 0.00× | ||
| Q2 24 | 2.66× | 0.00× |
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% |
LSTR
Segment breakdown not available.
