vs
Side-by-side financial comparison of Bloom Energy Corp (BE) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
SELECT MEDICAL HOLDINGS CORP is the larger business by last-quarter revenue ($1.4B vs $751.1M, roughly 1.9× Bloom Energy Corp). Bloom Energy Corp runs the higher net margin — 9.4% vs 1.4%, a 8.0% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs 6.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 2.8%).
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.
Select Medical is a healthcare company based in Pennsylvania. It owns long-term acute care and inpatient rehabilitation hospitals, as well as occupational health and physical therapy clinics. Select Medical is a subsidiary of Select Medical Holdings, which is listed on the New York Stock Exchange.
BE vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $1.4B |
| Net Profit | $70.7M | $20.2M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | 4.6% |
| Net Margin | 9.4% | 1.4% |
| Revenue YoY | 130.4% | 6.4% |
| Net Profit YoY | — | 225.7% |
| EPS (diluted) | $0.44 | $0.17 |
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 | $1.4B | ||
| Q3 25 | $513.3M | $1.4B | ||
| Q2 25 | $396.3M | $1.3B | ||
| Q1 25 | $319.3M | $1.4B | ||
| Q4 24 | $567.0M | $1.3B | ||
| Q3 24 | $321.8M | $1.3B | ||
| Q2 24 | $326.5M | $1.3B |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $20.2M | ||
| Q3 25 | $-23.0M | $28.8M | ||
| Q2 25 | $-42.2M | $40.6M | ||
| Q1 25 | $-23.4M | $56.7M | ||
| Q4 24 | $105.2M | $-16.1M | ||
| Q3 24 | $-14.6M | $55.6M | ||
| Q2 24 | $-61.2M | $77.6M |
| 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% | — | ||
| Q4 25 | 11.3% | 4.6% | ||
| Q3 25 | 1.5% | 5.4% | ||
| Q2 25 | -0.9% | 6.5% | ||
| Q1 25 | -6.0% | 8.3% | ||
| Q4 24 | 18.5% | 1.6% | ||
| Q3 24 | -3.0% | 4.3% | ||
| Q2 24 | -7.1% | 5.8% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 1.4% | ||
| Q3 25 | -4.5% | 2.1% | ||
| Q2 25 | -10.6% | 3.0% | ||
| Q1 25 | -7.3% | 4.2% | ||
| Q4 24 | 18.5% | -1.2% | ||
| Q3 24 | -4.5% | 4.4% | ||
| Q2 24 | -18.7% | 6.1% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.17 | ||
| Q3 25 | $-100.00 | $0.23 | ||
| Q2 25 | $-0.18 | $0.32 | ||
| Q1 25 | $-0.10 | $0.44 | ||
| Q4 24 | $0.45 | $-0.12 | ||
| Q3 24 | $-0.06 | $0.43 | ||
| Q2 24 | $-0.27 | $0.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $26.5M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $948.0K | $1.7B |
| Total Assets | $4.7B | $5.9B |
| Debt / EquityLower = less leverage | — | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $26.5M | ||
| Q3 25 | $595.1M | $60.1M | ||
| Q2 25 | $574.8M | $52.3M | ||
| Q1 25 | $794.8M | $53.2M | ||
| Q4 24 | $802.9M | $59.7M | ||
| Q3 24 | $495.7M | $191.5M | ||
| Q2 24 | $581.7M | $111.2M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $1.8B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $3.1B | ||
| Q2 24 | $1.1B | $3.6B |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $1.7B | ||
| Q3 25 | $653.1M | $1.7B | ||
| Q2 25 | $594.6M | $1.7B | ||
| Q1 25 | $578.3M | $1.7B | ||
| Q4 24 | $562.5M | $1.7B | ||
| Q3 24 | $430.9M | $1.9B | ||
| Q2 24 | $423.3M | $1.4B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $5.9B | ||
| Q3 25 | $2.6B | $5.7B | ||
| Q2 25 | $2.5B | $5.7B | ||
| Q1 25 | $2.6B | $5.7B | ||
| Q4 24 | $2.7B | $5.6B | ||
| Q3 24 | $2.6B | $8.0B | ||
| Q2 24 | $2.5B | $7.9B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 1.06× | ||
| Q3 25 | 1.73× | 1.03× | ||
| Q2 25 | 1.91× | 1.10× | ||
| Q1 25 | 1.96× | 1.03× | ||
| Q4 24 | 2.01× | 1.01× | ||
| Q3 24 | 2.62× | 1.62× | ||
| Q2 24 | 2.66× | 2.54× |
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 | — | $64.3M |
| Free Cash FlowOCF − Capex | — | $5.2M |
| FCF MarginFCF / Revenue | — | 0.4% |
| Capex IntensityCapex / Revenue | — | 4.2% |
| Cash ConversionOCF / Net Profit | — | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $64.3M | ||
| Q3 25 | $19.7M | $175.3M | ||
| Q2 25 | $-213.1M | $110.3M | ||
| Q1 25 | $-110.7M | $-3.5M | ||
| Q4 24 | $484.2M | $125.4M | ||
| Q3 24 | $-69.5M | $181.0M | ||
| Q2 24 | $-175.5M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $5.2M | ||
| Q3 25 | $7.4M | $122.2M | ||
| Q2 25 | $-220.4M | $45.6M | ||
| Q1 25 | $-124.9M | $-55.8M | ||
| Q4 24 | $473.1M | $62.0M | ||
| Q3 24 | $-83.8M | $130.3M | ||
| Q2 24 | $-187.5M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 0.4% | ||
| Q3 25 | 1.4% | 9.0% | ||
| Q2 25 | -55.6% | 3.4% | ||
| Q1 25 | -39.1% | -4.1% | ||
| Q4 24 | 83.4% | 4.7% | ||
| Q3 24 | -26.0% | 10.2% | ||
| Q2 24 | -57.4% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 4.2% | ||
| Q3 25 | 2.4% | 3.9% | ||
| Q2 25 | 1.8% | 4.8% | ||
| Q1 25 | 4.5% | 3.9% | ||
| Q4 24 | 2.0% | 4.8% | ||
| Q3 24 | 4.4% | 4.0% | ||
| Q2 24 | 3.7% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 3.19× | ||
| Q3 25 | — | 6.09× | ||
| Q2 25 | — | 2.72× | ||
| Q1 25 | — | -0.06× | ||
| Q4 24 | 4.60× | — | ||
| Q3 24 | — | 3.25× | ||
| Q2 24 | — | 3.59× |
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% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
