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Side-by-side financial comparison of Bloom Energy Corp (BE) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $461.6M, roughly 1.6× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 9.4%, a 5.2% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 17.0%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 5.6%).
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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
BE vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $461.6M |
| Net Profit | $70.7M | $67.4M |
| Gross Margin | 30.0% | 44.3% |
| Operating Margin | 17.3% | 22.3% |
| Net Margin | 9.4% | 14.6% |
| Revenue YoY | 130.4% | 17.0% |
| Net Profit YoY | — | 16.4% |
| EPS (diluted) | $0.44 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $513.3M | $455.3M | ||
| Q2 25 | $396.3M | $436.0M | ||
| Q1 25 | $319.3M | $437.7M | ||
| Q4 24 | $567.0M | $394.4M | ||
| Q3 24 | $321.8M | $397.9M | ||
| Q2 24 | $326.5M | $406.3M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $67.4M | ||
| Q3 25 | $-23.0M | $60.0M | ||
| Q2 25 | $-42.2M | $68.5M | ||
| Q1 25 | $-23.4M | $72.7M | ||
| Q4 24 | $105.2M | $57.9M | ||
| Q3 24 | $-14.6M | $54.2M | ||
| Q2 24 | $-61.2M | $61.4M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 44.3% | ||
| Q3 25 | 29.5% | 44.1% | ||
| Q2 25 | 27.0% | 44.8% | ||
| Q1 25 | 27.8% | 44.2% | ||
| Q4 24 | 38.7% | 44.3% | ||
| Q3 24 | 24.5% | 43.7% | ||
| Q2 24 | 21.0% | 45.3% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 22.3% | ||
| Q3 25 | 1.5% | 21.5% | ||
| Q2 25 | -0.9% | 23.2% | ||
| Q1 25 | -6.0% | 23.0% | ||
| Q4 24 | 18.5% | 21.7% | ||
| Q3 24 | -3.0% | 21.6% | ||
| Q2 24 | -7.1% | 24.0% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 14.6% | ||
| Q3 25 | -4.5% | 13.2% | ||
| Q2 25 | -10.6% | 15.7% | ||
| Q1 25 | -7.3% | 16.6% | ||
| Q4 24 | 18.5% | 14.7% | ||
| Q3 24 | -4.5% | 13.6% | ||
| Q2 24 | -18.7% | 15.1% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $2.13 | ||
| Q3 25 | $-100.00 | $1.90 | ||
| Q2 25 | $-0.18 | $2.17 | ||
| Q1 25 | $-0.10 | $2.33 | ||
| Q4 24 | $0.45 | $1.82 | ||
| Q3 24 | $-0.06 | $1.65 | ||
| Q2 24 | $-0.27 | $1.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $948.0K | $3.3B |
| Total Assets | $4.7B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $107.6M | ||
| Q3 25 | $595.1M | $91.2M | ||
| Q2 25 | $574.8M | $132.9M | ||
| Q1 25 | $794.8M | $36.8M | ||
| Q4 24 | $802.9M | — | ||
| Q3 24 | $495.7M | — | ||
| Q2 24 | $581.7M | $76.8M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $990.2M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $915.6M | ||
| Q1 25 | $1.1B | $920.1M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $3.3B | ||
| Q3 25 | $653.1M | $3.2B | ||
| Q2 25 | $594.6M | $3.1B | ||
| Q1 25 | $578.3M | $3.0B | ||
| Q4 24 | $562.5M | $2.9B | ||
| Q3 24 | $430.9M | $2.9B | ||
| Q2 24 | $423.3M | $2.8B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $5.1B | ||
| Q3 25 | $2.6B | $5.1B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.6B | $4.7B | ||
| Q4 24 | $2.7B | $4.7B | ||
| Q3 24 | $2.6B | $4.7B | ||
| Q2 24 | $2.5B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.30× | ||
| Q3 25 | 1.73× | 0.34× | ||
| Q2 25 | 1.91× | 0.29× | ||
| Q1 25 | 1.96× | 0.30× | ||
| 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 | — | $122.1M |
| Free Cash FlowOCF − Capex | — | $99.1M |
| FCF MarginFCF / Revenue | — | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $122.1M | ||
| Q3 25 | $19.7M | $88.4M | ||
| Q2 25 | $-213.1M | $120.0M | ||
| Q1 25 | $-110.7M | — | ||
| Q4 24 | $484.2M | $84.0M | ||
| Q3 24 | $-69.5M | — | ||
| Q2 24 | $-175.5M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $99.1M | ||
| Q3 25 | $7.4M | $71.7M | ||
| Q2 25 | $-220.4M | $104.3M | ||
| Q1 25 | $-124.9M | — | ||
| Q4 24 | $473.1M | $73.6M | ||
| Q3 24 | $-83.8M | — | ||
| Q2 24 | $-187.5M | $88.4M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 21.5% | ||
| Q3 25 | 1.4% | 15.7% | ||
| Q2 25 | -55.6% | 23.9% | ||
| Q1 25 | -39.1% | — | ||
| Q4 24 | 83.4% | 18.7% | ||
| Q3 24 | -26.0% | — | ||
| Q2 24 | -57.4% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.0% | ||
| Q3 25 | 2.4% | 3.7% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 4.5% | 3.2% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 4.4% | 4.1% | ||
| Q2 24 | 3.7% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× |
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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
