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Side-by-side financial comparison of Bloom Energy Corp (BE) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $751.1M, roughly 2.0× Bloom Energy Corp). Bloom Energy Corp runs the higher net margin — 9.4% vs -3.1%, a 12.5% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs -11.9%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 26.8%).
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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
BE vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $1.5B |
| Net Profit | $70.7M | $-46.0M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | -2.9% |
| Net Margin | 9.4% | -3.1% |
| Revenue YoY | 130.4% | -11.9% |
| Net Profit YoY | — | -84.0% |
| EPS (diluted) | $0.44 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $513.3M | $1.4B | ||
| Q2 25 | $396.3M | $1.4B | ||
| Q1 25 | $319.3M | $1.4B | ||
| Q4 24 | $567.0M | $1.7B | ||
| Q3 24 | $321.8M | $1.0B | ||
| Q2 24 | $326.5M | $930.0M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-46.0M | ||
| Q3 25 | $-23.0M | $-14.0M | ||
| Q2 25 | $-42.2M | $-9.0M | ||
| Q1 25 | $-23.4M | $-31.0M | ||
| Q4 24 | $105.2M | $-25.0M | ||
| Q3 24 | $-14.6M | $-243.0M | ||
| Q2 24 | $-61.2M | $-7.0M |
| 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% | — | ||
| Q4 25 | 11.3% | -2.9% | ||
| Q3 25 | 1.5% | -0.5% | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | -6.0% | -2.1% | ||
| Q4 24 | 18.5% | -1.4% | ||
| Q3 24 | -3.0% | -1.9% | ||
| Q2 24 | -7.1% | — |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -3.1% | ||
| Q3 25 | -4.5% | -1.0% | ||
| Q2 25 | -10.6% | -0.6% | ||
| Q1 25 | -7.3% | -2.2% | ||
| Q4 24 | 18.5% | -1.5% | ||
| Q3 24 | -4.5% | -23.4% | ||
| Q2 24 | -18.7% | -0.8% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $-0.28 | ||
| Q3 25 | $-100.00 | $-0.08 | ||
| Q2 25 | $-0.18 | $-0.05 | ||
| Q1 25 | $-0.10 | $-0.18 | ||
| Q4 24 | $0.45 | $-0.17 | ||
| Q3 24 | $-0.06 | $-1.81 | ||
| Q2 24 | $-0.27 | $-0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $948.0K | $1.5B |
| Total Assets | $4.7B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $17.0M | ||
| Q3 25 | $595.1M | $25.0M | ||
| Q2 25 | $574.8M | $18.0M | ||
| Q1 25 | $794.8M | $16.0M | ||
| Q4 24 | $802.9M | $35.0M | ||
| Q3 24 | $495.7M | $55.0M | ||
| Q2 24 | $581.7M | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $387.0M | ||
| Q3 25 | $1.1B | $387.0M | ||
| Q2 25 | $1.1B | $387.0M | ||
| Q1 25 | $1.1B | $387.0M | ||
| Q4 24 | $1.1B | $351.0M | ||
| Q3 24 | $1.1B | $352.0M | ||
| Q2 24 | $1.1B | $370.0M |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.5B | ||
| Q3 25 | $653.1M | $1.6B | ||
| Q2 25 | $594.6M | $1.6B | ||
| Q1 25 | $578.3M | $1.6B | ||
| Q4 24 | $562.5M | $1.6B | ||
| Q3 24 | $430.9M | $1.7B | ||
| Q2 24 | $423.3M | $579.0M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $3.3B | ||
| Q3 25 | $2.6B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.6B | $3.3B | ||
| Q4 24 | $2.7B | $3.4B | ||
| Q3 24 | $2.6B | $3.4B | ||
| Q2 24 | $2.5B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.25× | ||
| Q3 25 | 1.73× | 0.24× | ||
| Q2 25 | 1.91× | 0.24× | ||
| Q1 25 | 1.96× | 0.24× | ||
| Q4 24 | 2.01× | 0.22× | ||
| Q3 24 | 2.62× | 0.21× | ||
| Q2 24 | 2.66× | 0.64× |
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 | — | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $7.0M | ||
| Q3 25 | $19.7M | $23.0M | ||
| Q2 25 | $-213.1M | $23.0M | ||
| Q1 25 | $-110.7M | $-2.0M | ||
| Q4 24 | $484.2M | $-7.0M | ||
| Q3 24 | $-69.5M | $-7.0M | ||
| Q2 24 | $-175.5M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $-9.0M | ||
| Q3 25 | $7.4M | $9.0M | ||
| Q2 25 | $-220.4M | $9.0M | ||
| Q1 25 | $-124.9M | $-17.0M | ||
| Q4 24 | $473.1M | $-19.0M | ||
| Q3 24 | $-83.8M | $-18.0M | ||
| Q2 24 | $-187.5M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | -0.6% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | -55.6% | 0.6% | ||
| Q1 25 | -39.1% | -1.2% | ||
| Q4 24 | 83.4% | -1.1% | ||
| Q3 24 | -26.0% | -1.7% | ||
| Q2 24 | -57.4% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | 2.4% | 1.0% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 4.5% | 1.0% | ||
| Q4 24 | 2.0% | 0.7% | ||
| Q3 24 | 4.4% | 1.1% | ||
| Q2 24 | 3.7% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.60× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
