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Side-by-side financial comparison of Bloom Energy Corp (BE) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $751.1M, roughly 1.1× Bloom Energy Corp). Rithm Capital Corp. runs the higher net margin — 13.2% vs 9.4%, a 3.8% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 130.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs -17.9%).
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.
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
BE vs RITM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $751.1M | $828.2M |
| Net Profit | $70.7M | $109.5M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | 29.9% |
| Net Margin | 9.4% | 13.2% |
| Revenue YoY | 130.4% | 508.5% |
| Net Profit YoY | — | 27.7% |
| EPS (diluted) | $0.44 | $0.12 |
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 | $828.2M | ||
| Q4 25 | $772.8M | $1.5B | ||
| Q3 25 | $513.3M | $1.1B | ||
| Q2 25 | $396.3M | $1.2B | ||
| Q1 25 | $319.3M | $768.4M | ||
| Q4 24 | $567.0M | $2.1B | ||
| Q3 24 | $321.8M | $619.5M | ||
| Q2 24 | $326.5M | $1.2B |
| Q1 26 | $70.7M | $109.5M | ||
| Q4 25 | $1.4M | $85.0M | ||
| Q3 25 | $-23.0M | $221.5M | ||
| Q2 25 | $-42.2M | $311.7M | ||
| Q1 25 | $-23.4M | $78.8M | ||
| Q4 24 | $105.2M | $290.2M | ||
| Q3 24 | $-14.6M | $121.7M | ||
| Q2 24 | $-61.2M | $235.6M |
| 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% | 29.9% | ||
| Q4 25 | 11.3% | 13.8% | ||
| Q3 25 | 1.5% | 21.4% | ||
| Q2 25 | -0.9% | 25.2% | ||
| Q1 25 | -6.0% | 7.4% | ||
| Q4 24 | 18.5% | 23.8% | ||
| Q3 24 | -3.0% | 7.3% | ||
| Q2 24 | -7.1% | 23.6% |
| Q1 26 | 9.4% | 13.2% | ||
| Q4 25 | 0.2% | 5.7% | ||
| Q3 25 | -4.5% | 20.0% | ||
| Q2 25 | -10.6% | 25.6% | ||
| Q1 25 | -7.3% | 10.3% | ||
| Q4 24 | 18.5% | 14.0% | ||
| Q3 24 | -4.5% | 19.7% | ||
| Q2 24 | -18.7% | 19.2% |
| Q1 26 | $0.44 | $0.12 | ||
| Q4 25 | $99.91 | $0.09 | ||
| Q3 25 | $-100.00 | $0.35 | ||
| Q2 25 | $-0.18 | $0.53 | ||
| Q1 25 | $-0.10 | $0.07 | ||
| Q4 24 | $0.45 | $0.50 | ||
| Q3 24 | $-0.06 | $0.20 | ||
| Q2 24 | $-0.27 | $0.43 |
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 | — | — |
| Stockholders' EquityBook value | $948.0K | $9.1B |
| Total Assets | $4.7B | $53.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.8B | ||
| Q3 25 | $595.1M | $1.6B | ||
| Q2 25 | $574.8M | $1.6B | ||
| Q1 25 | $794.8M | $1.5B | ||
| Q4 24 | $802.9M | $1.5B | ||
| Q3 24 | $495.7M | $1.6B | ||
| Q2 24 | $581.7M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $35.4B | ||
| Q3 25 | $1.1B | $32.2B | ||
| Q2 25 | $1.1B | $31.2B | ||
| Q1 25 | $1.1B | $32.2B | ||
| Q4 24 | $1.1B | $32.6B | ||
| Q3 24 | $1.1B | $29.6B | ||
| Q2 24 | $1.1B | $30.1B |
| Q1 26 | $948.0K | $9.1B | ||
| Q4 25 | $768.6M | $8.4B | ||
| Q3 25 | $653.1M | $8.5B | ||
| Q2 25 | $594.6M | $7.9B | ||
| Q1 25 | $578.3M | $7.8B | ||
| Q4 24 | $562.5M | $7.8B | ||
| Q3 24 | $430.9M | $7.7B | ||
| Q2 24 | $423.3M | $7.3B |
| Q1 26 | $4.7B | $53.4B | ||
| Q4 25 | $4.4B | $53.1B | ||
| Q3 25 | $2.6B | $47.2B | ||
| Q2 25 | $2.5B | $44.3B | ||
| Q1 25 | $2.6B | $45.3B | ||
| Q4 24 | $2.7B | $46.0B | ||
| Q3 24 | $2.6B | $42.3B | ||
| Q2 24 | $2.5B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 4.20× | ||
| Q3 25 | 1.73× | 3.79× | ||
| Q2 25 | 1.91× | 3.92× | ||
| Q1 25 | 1.96× | 4.14× | ||
| Q4 24 | 2.01× | 4.18× | ||
| Q3 24 | 2.62× | 3.87× | ||
| Q2 24 | 2.66× | 4.10× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |