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Side-by-side financial comparison of Bloom Energy Corp (BE) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $751.1M, roughly 1.6× Bloom Energy Corp). Bloom Energy Corp runs the higher net margin — 9.4% vs -35.0%, a 44.4% gap on every dollar of revenue. On growth, Bloom Energy Corp posted the faster year-over-year revenue change (130.4% vs -0.7%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 5.2%).
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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
BE vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $1.2B |
| Net Profit | $70.7M | $-431.0M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | — |
| Net Margin | 9.4% | -35.0% |
| Revenue YoY | 130.4% | -0.7% |
| Net Profit YoY | — | -962.0% |
| EPS (diluted) | $0.44 | $-12.00 |
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 | $1.2B | ||
| Q3 25 | $513.3M | $1.2B | ||
| Q2 25 | $396.3M | $1.2B | ||
| Q1 25 | $319.3M | $1.1B | ||
| Q4 24 | $567.0M | $1.2B | ||
| Q3 24 | $321.8M | $1.2B | ||
| Q2 24 | $326.5M | $1.1B |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $-431.0M | ||
| Q3 25 | $-23.0M | $-2.0M | ||
| Q2 25 | $-42.2M | $69.0M | ||
| Q1 25 | $-23.4M | $56.0M | ||
| Q4 24 | $105.2M | $50.0M | ||
| Q3 24 | $-14.6M | $84.0M | ||
| Q2 24 | $-61.2M | $37.0M |
| 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% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | -6.0% | — | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | -3.0% | — | ||
| Q2 24 | -7.1% | — |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | -35.0% | ||
| Q3 25 | -4.5% | -0.2% | ||
| Q2 25 | -10.6% | 6.0% | ||
| Q1 25 | -7.3% | 5.0% | ||
| Q4 24 | 18.5% | 4.0% | ||
| Q3 24 | -4.5% | 6.9% | ||
| Q2 24 | -18.7% | 3.5% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $-12.00 | ||
| Q3 25 | $-100.00 | $-0.07 | ||
| Q2 25 | $-0.18 | $1.77 | ||
| Q1 25 | $-0.10 | $1.46 | ||
| Q4 24 | $0.45 | $1.29 | ||
| Q3 24 | $-0.06 | $2.12 | ||
| Q2 24 | $-0.27 | $0.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $2.0B |
| Total Assets | $4.7B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $406.0M | ||
| Q3 25 | $595.1M | $474.0M | ||
| Q2 25 | $574.8M | $205.0M | ||
| Q1 25 | $794.8M | $196.0M | ||
| Q4 24 | $802.9M | $197.0M | ||
| Q3 24 | $495.7M | $197.0M | ||
| Q2 24 | $581.7M | $206.0M |
| 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 | $2.0B | ||
| Q3 25 | $653.1M | $2.5B | ||
| Q2 25 | $594.6M | $2.5B | ||
| Q1 25 | $578.3M | $2.4B | ||
| Q4 24 | $562.5M | $2.4B | ||
| Q3 24 | $430.9M | $2.4B | ||
| Q2 24 | $423.3M | $2.4B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $9.8B | ||
| Q3 25 | $2.6B | $10.1B | ||
| Q2 25 | $2.5B | $9.9B | ||
| Q1 25 | $2.6B | $9.9B | ||
| Q4 24 | $2.7B | $9.8B | ||
| Q3 24 | $2.6B | $9.7B | ||
| Q2 24 | $2.5B | $9.6B |
| 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 | — | $6.0M |
| Free Cash FlowOCF − Capex | — | $-6.0M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $6.0M | ||
| Q3 25 | $19.7M | $62.0M | ||
| Q2 25 | $-213.1M | $-48.0M | ||
| Q1 25 | $-110.7M | $8.0M | ||
| Q4 24 | $484.2M | $100.0M | ||
| Q3 24 | $-69.5M | $72.0M | ||
| Q2 24 | $-175.5M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $-6.0M | ||
| Q3 25 | $7.4M | $51.0M | ||
| Q2 25 | $-220.4M | $-68.0M | ||
| Q1 25 | $-124.9M | $-6.0M | ||
| Q4 24 | $473.1M | $86.0M | ||
| Q3 24 | $-83.8M | $58.0M | ||
| Q2 24 | $-187.5M | $17.0M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | -0.5% | ||
| Q3 25 | 1.4% | 4.3% | ||
| Q2 25 | -55.6% | -5.9% | ||
| Q1 25 | -39.1% | -0.5% | ||
| Q4 24 | 83.4% | 6.9% | ||
| Q3 24 | -26.0% | 4.8% | ||
| Q2 24 | -57.4% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.0% | ||
| Q3 25 | 2.4% | 0.9% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 4.5% | 1.3% | ||
| Q4 24 | 2.0% | 1.1% | ||
| Q3 24 | 4.4% | 1.1% | ||
| Q2 24 | 3.7% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.70× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | 4.60× | 2.00× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | 0.81× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
