vs
Side-by-side financial comparison of Bloom Energy Corp (BE) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $751.1M, roughly 1.0× Bloom Energy Corp). Bloom Energy Corp runs the higher net margin — 9.4% vs 2.2%, a 7.3% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 2.5%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
BE vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $766.5M |
| Net Profit | $70.7M | $16.5M |
| Gross Margin | 30.0% | 13.4% |
| Operating Margin | 17.3% | 2.3% |
| Net Margin | 9.4% | 2.2% |
| Revenue YoY | 130.4% | 2.5% |
| Net Profit YoY | — | -3.3% |
| EPS (diluted) | $0.44 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $513.3M | $739.6M | ||
| Q2 25 | $396.3M | $812.9M | ||
| Q1 25 | $319.3M | $704.8M | ||
| Q4 24 | $567.0M | $747.5M | ||
| Q3 24 | $321.8M | $775.6M | ||
| Q2 24 | $326.5M | $746.1M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $16.5M | ||
| Q3 25 | $-23.0M | $19.9M | ||
| Q2 25 | $-42.2M | $20.1M | ||
| Q1 25 | $-23.4M | $17.4M | ||
| Q4 24 | $105.2M | $17.1M | ||
| Q3 24 | $-14.6M | $17.0M | ||
| Q2 24 | $-61.2M | $16.1M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 13.4% | ||
| Q3 25 | 29.5% | 14.5% | ||
| Q2 25 | 27.0% | 12.9% | ||
| Q1 25 | 27.8% | 14.2% | ||
| Q4 24 | 38.7% | 13.6% | ||
| Q3 24 | 24.5% | 13.1% | ||
| Q2 24 | 21.0% | 13.0% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 2.3% | ||
| Q3 25 | 1.5% | 3.5% | ||
| Q2 25 | -0.9% | 3.3% | ||
| Q1 25 | -6.0% | 3.2% | ||
| Q4 24 | 18.5% | 2.5% | ||
| Q3 24 | -3.0% | 2.3% | ||
| Q2 24 | -7.1% | 2.9% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | -4.5% | 2.7% | ||
| Q2 25 | -10.6% | 2.5% | ||
| Q1 25 | -7.3% | 2.5% | ||
| Q4 24 | 18.5% | 2.3% | ||
| Q3 24 | -4.5% | 2.2% | ||
| Q2 24 | -18.7% | 2.2% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.75 | ||
| Q3 25 | $-100.00 | $0.89 | ||
| Q2 25 | $-0.18 | $0.87 | ||
| Q1 25 | $-0.10 | $0.74 | ||
| Q4 24 | $0.45 | $0.70 | ||
| Q3 24 | $-0.06 | $0.69 | ||
| Q2 24 | $-0.27 | $0.66 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $910.9M |
| Total Assets | $4.7B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $83.5M | ||
| Q3 25 | $595.1M | $124.9M | ||
| Q2 25 | $574.8M | $126.2M | ||
| Q1 25 | $794.8M | $146.3M | ||
| Q4 24 | $802.9M | $110.5M | ||
| Q3 24 | $495.7M | $145.0M | ||
| Q2 24 | $581.7M | $185.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $910.9M | ||
| Q3 25 | $653.1M | $914.0M | ||
| Q2 25 | $594.6M | $906.4M | ||
| Q1 25 | $578.3M | $901.7M | ||
| Q4 24 | $562.5M | $900.7M | ||
| Q3 24 | $430.9M | $920.9M | ||
| Q2 24 | $423.3M | $924.3M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.5B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| 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 | — | $30.8M |
| Free Cash FlowOCF − Capex | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $30.8M | ||
| Q3 25 | $19.7M | $23.2M | ||
| Q2 25 | $-213.1M | — | ||
| Q1 25 | $-110.7M | $66.1M | ||
| Q4 24 | $484.2M | $-6.2M | ||
| Q3 24 | $-69.5M | $44.8M | ||
| Q2 24 | $-175.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $28.9M | ||
| Q3 25 | $7.4M | $20.8M | ||
| Q2 25 | $-220.4M | — | ||
| Q1 25 | $-124.9M | $64.6M | ||
| Q4 24 | $473.1M | $-8.2M | ||
| Q3 24 | $-83.8M | $42.5M | ||
| Q2 24 | $-187.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 3.8% | ||
| Q3 25 | 1.4% | 2.8% | ||
| Q2 25 | -55.6% | — | ||
| Q1 25 | -39.1% | 9.2% | ||
| Q4 24 | 83.4% | -1.1% | ||
| Q3 24 | -26.0% | 5.5% | ||
| Q2 24 | -57.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.3% | ||
| Q3 25 | 2.4% | 0.3% | ||
| Q2 25 | 1.8% | 0.3% | ||
| Q1 25 | 4.5% | 0.2% | ||
| Q4 24 | 2.0% | 0.3% | ||
| Q3 24 | 4.4% | 0.3% | ||
| Q2 24 | 3.7% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | 4.60× | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| 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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
