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Side-by-side financial comparison of Bloom Energy Corp (BE) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $751.1M, roughly 1.0× Bloom Energy Corp). Insulet Corporation runs the higher net margin — 13.0% vs 9.4%, a 3.6% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 31.2%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 33.2%).
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.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
BE vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $783.7M |
| Net Profit | $70.7M | $101.6M |
| Gross Margin | 30.0% | 72.6% |
| Operating Margin | 17.3% | 18.7% |
| Net Margin | 9.4% | 13.0% |
| Revenue YoY | 130.4% | 31.2% |
| Net Profit YoY | — | 0.9% |
| EPS (diluted) | $0.44 | $1.42 |
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 | $783.7M | ||
| Q3 25 | $513.3M | $706.3M | ||
| Q2 25 | $396.3M | $649.1M | ||
| Q1 25 | $319.3M | $569.0M | ||
| Q4 24 | $567.0M | $597.5M | ||
| Q3 24 | $321.8M | $543.9M | ||
| Q2 24 | $326.5M | $488.5M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $101.6M | ||
| Q3 25 | $-23.0M | $87.6M | ||
| Q2 25 | $-42.2M | $22.5M | ||
| Q1 25 | $-23.4M | $35.4M | ||
| Q4 24 | $105.2M | $100.7M | ||
| Q3 24 | $-14.6M | $77.5M | ||
| Q2 24 | $-61.2M | $188.6M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 72.6% | ||
| Q3 25 | 29.5% | 72.2% | ||
| Q2 25 | 27.0% | 69.7% | ||
| Q1 25 | 27.8% | 71.9% | ||
| Q4 24 | 38.7% | 72.1% | ||
| Q3 24 | 24.5% | 69.3% | ||
| Q2 24 | 21.0% | 67.7% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 18.7% | ||
| Q3 25 | 1.5% | 16.7% | ||
| Q2 25 | -0.9% | 18.7% | ||
| Q1 25 | -6.0% | 15.6% | ||
| Q4 24 | 18.5% | 18.3% | ||
| Q3 24 | -3.0% | 16.2% | ||
| Q2 24 | -7.1% | 11.2% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 13.0% | ||
| Q3 25 | -4.5% | 12.4% | ||
| Q2 25 | -10.6% | 3.5% | ||
| Q1 25 | -7.3% | 6.2% | ||
| Q4 24 | 18.5% | 16.9% | ||
| Q3 24 | -4.5% | 14.2% | ||
| Q2 24 | -18.7% | 38.6% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $1.42 | ||
| Q3 25 | $-100.00 | $1.24 | ||
| Q2 25 | $-0.18 | $0.32 | ||
| Q1 25 | $-0.10 | $0.50 | ||
| Q4 24 | $0.45 | $1.38 | ||
| Q3 24 | $-0.06 | $1.08 | ||
| Q2 24 | $-0.27 | $2.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $948.0K | $1.5B |
| Total Assets | $4.7B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $595.1M | — | ||
| Q2 25 | $574.8M | — | ||
| Q1 25 | $794.8M | — | ||
| Q4 24 | $802.9M | — | ||
| Q3 24 | $495.7M | — | ||
| Q2 24 | $581.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $930.8M | ||
| Q3 25 | $1.1B | $934.9M | ||
| Q2 25 | $1.1B | $939.0M | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.5B | ||
| Q3 25 | $653.1M | $1.4B | ||
| Q2 25 | $594.6M | $1.5B | ||
| Q1 25 | $578.3M | $1.3B | ||
| Q4 24 | $562.5M | $1.2B | ||
| Q3 24 | $430.9M | $1.1B | ||
| Q2 24 | $423.3M | $998.4M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $3.2B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.5B | $3.5B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.7B | $3.1B | ||
| Q3 24 | $2.6B | $3.0B | ||
| Q2 24 | $2.5B | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.61× | ||
| Q3 25 | 1.73× | 0.68× | ||
| Q2 25 | 1.91× | 0.64× | ||
| Q1 25 | 1.96× | 1.21× | ||
| Q4 24 | 2.01× | 1.07× | ||
| Q3 24 | 2.62× | 1.21× | ||
| Q2 24 | 2.66× | 1.36× |
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 | — | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $183.3M | ||
| Q3 25 | $19.7M | $125.7M | ||
| Q2 25 | $-213.1M | $196.5M | ||
| Q1 25 | $-110.7M | $63.8M | ||
| Q4 24 | $484.2M | $147.7M | ||
| Q3 24 | $-69.5M | $98.5M | ||
| Q2 24 | $-175.5M | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $48.2M | ||
| Q3 25 | $7.4M | $100.1M | ||
| Q2 25 | $-220.4M | $177.9M | ||
| Q1 25 | $-124.9M | $51.5M | ||
| Q4 24 | $473.1M | $94.1M | ||
| Q3 24 | $-83.8M | $71.8M | ||
| Q2 24 | $-187.5M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 6.2% | ||
| Q3 25 | 1.4% | 14.2% | ||
| Q2 25 | -55.6% | 27.4% | ||
| Q1 25 | -39.1% | 9.1% | ||
| Q4 24 | 83.4% | 15.7% | ||
| Q3 24 | -26.0% | 13.2% | ||
| Q2 24 | -57.4% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 17.2% | ||
| Q3 25 | 2.4% | 3.6% | ||
| Q2 25 | 1.8% | 2.9% | ||
| Q1 25 | 4.5% | 2.2% | ||
| Q4 24 | 2.0% | 9.0% | ||
| Q3 24 | 4.4% | 4.9% | ||
| Q2 24 | 3.7% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | 4.60× | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 0.51× |
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% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
