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Side-by-side financial comparison of Bloom Energy Corp (BE) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
Bloom Energy Corp is the larger business by last-quarter revenue ($751.1M vs $335.4M, roughly 2.2× SOLAREDGE TECHNOLOGIES, INC.). Bloom Energy Corp runs the higher net margin — 9.4% vs -39.4%, a 48.8% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs -3.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 28.1%).
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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
BE vs SEDG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $335.4M |
| Net Profit | $70.7M | $-132.1M |
| Gross Margin | 30.0% | 22.2% |
| Operating Margin | 17.3% | -14.4% |
| Net Margin | 9.4% | -39.4% |
| Revenue YoY | -3.4% | 70.9% |
| Net Profit YoY | 396.7% | 54.0% |
| EPS (diluted) | $0.44 | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $513.3M | $340.2M | ||
| Q2 25 | $396.3M | $289.4M | ||
| Q1 25 | $319.3M | $219.5M | ||
| Q4 24 | $567.0M | $196.2M | ||
| Q3 24 | $321.8M | $235.4M | ||
| Q2 24 | $326.5M | $265.4M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-132.1M | ||
| Q3 25 | $-23.0M | $-50.1M | ||
| Q2 25 | $-42.2M | $-124.7M | ||
| Q1 25 | $-23.4M | $-98.5M | ||
| Q4 24 | $105.2M | $-287.4M | ||
| Q3 24 | $-14.6M | $-1.2B | ||
| Q2 24 | $-61.2M | $-130.8M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | 22.2% | ||
| Q3 25 | 29.5% | 21.2% | ||
| Q2 25 | 27.0% | 11.1% | ||
| Q1 25 | 27.8% | 8.0% | ||
| Q4 24 | 38.7% | -57.2% | ||
| Q3 24 | 24.5% | -309.1% | ||
| Q2 24 | 21.0% | -4.1% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | -14.4% | ||
| Q3 25 | 1.5% | -10.3% | ||
| Q2 25 | -0.9% | -39.9% | ||
| Q1 25 | -6.0% | -46.8% | ||
| Q4 24 | 18.5% | -134.4% | ||
| Q3 24 | -3.0% | -471.8% | ||
| Q2 24 | -7.1% | -60.4% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -39.4% | ||
| Q3 25 | -4.5% | -14.7% | ||
| Q2 25 | -10.6% | -43.1% | ||
| Q1 25 | -7.3% | -44.9% | ||
| Q4 24 | 18.5% | -146.5% | ||
| Q3 24 | -4.5% | -522.8% | ||
| Q2 24 | -18.7% | -49.3% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $-2.21 | ||
| Q3 25 | $-100.00 | $-0.84 | ||
| Q2 25 | $-0.18 | $-2.13 | ||
| Q1 25 | $-0.10 | $-1.70 | ||
| Q4 24 | $0.45 | $-5.00 | ||
| Q3 24 | $-0.06 | $-21.58 | ||
| Q2 24 | $-0.27 | $-2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $427.5M |
| Total Assets | $4.7B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $493.2M | ||
| Q3 25 | $595.1M | $498.6M | ||
| Q2 25 | $574.8M | $758.0M | ||
| Q1 25 | $794.8M | $651.6M | ||
| Q4 24 | $802.9M | $585.9M | ||
| Q3 24 | $495.7M | $678.8M | ||
| Q2 24 | $581.7M | $689.8M |
| 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 | $427.5M | ||
| Q3 25 | $653.1M | $479.8M | ||
| Q2 25 | $594.6M | $513.2M | ||
| Q1 25 | $578.3M | $594.2M | ||
| Q4 24 | $562.5M | $658.3M | ||
| Q3 24 | $430.9M | $930.9M | ||
| Q2 24 | $423.3M | $2.1B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $2.2B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.6B | $2.5B | ||
| Q4 24 | $2.7B | $2.6B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $2.5B | $3.9B |
| 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 | — | $52.6M |
| Free Cash FlowOCF − Capex | — | $43.3M |
| FCF MarginFCF / Revenue | — | 12.9% |
| Capex IntensityCapex / Revenue | — | 2.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $52.6M | ||
| Q3 25 | $19.7M | $25.6M | ||
| Q2 25 | $-213.1M | $-7.8M | ||
| Q1 25 | $-110.7M | $33.8M | ||
| Q4 24 | $484.2M | $37.8M | ||
| Q3 24 | $-69.5M | $-89.3M | ||
| Q2 24 | $-175.5M | $-44.8M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $43.3M | ||
| Q3 25 | $7.4M | $22.8M | ||
| Q2 25 | $-220.4M | $-9.1M | ||
| Q1 25 | $-124.9M | $23.7M | ||
| Q4 24 | $473.1M | $25.5M | ||
| Q3 24 | $-83.8M | $-136.7M | ||
| Q2 24 | $-187.5M | $-67.0M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 12.9% | ||
| Q3 25 | 1.4% | 6.7% | ||
| Q2 25 | -55.6% | -3.1% | ||
| Q1 25 | -39.1% | 10.8% | ||
| Q4 24 | 83.4% | 13.0% | ||
| Q3 24 | -26.0% | -58.1% | ||
| Q2 24 | -57.4% | -25.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.8% | ||
| Q3 25 | 2.4% | 0.8% | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | 4.5% | 4.6% | ||
| Q4 24 | 2.0% | 6.2% | ||
| Q3 24 | 4.4% | 20.1% | ||
| Q2 24 | 3.7% | 8.4% |
| 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% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
