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Side-by-side financial comparison of Bloom Energy Corp (BE) and Vontier Corp (VNT). Click either name above to swap in a different company.
Vontier Corp is the larger business by last-quarter revenue ($808.5M vs $751.1M, roughly 1.1× Bloom Energy Corp). Vontier Corp runs the higher net margin — 15.3% vs 9.4%, a 5.9% gap on every dollar of revenue. On growth, Vontier Corp posted the faster year-over-year revenue change (4.1% vs -3.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 3.4%).
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.
Vontier Corporation is an industrial manufacturing company headquartered in Raleigh, North Carolina. It owns the brands Gilbarco Veeder-Root, Matco Tools and Teletrac Navman, including subsidiaries Hennessy Industries, Gasboy, and Global Traffic Technologies (GTT).
BE vs VNT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $808.5M |
| Net Profit | $70.7M | $123.5M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | 18.9% |
| Net Margin | 9.4% | 15.3% |
| Revenue YoY | -3.4% | 4.1% |
| Net Profit YoY | 396.7% | 0.0% |
| EPS (diluted) | $0.44 | $0.85 |
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 | $808.5M | ||
| Q3 25 | $513.3M | $752.5M | ||
| Q2 25 | $396.3M | $773.5M | ||
| Q1 25 | $319.3M | $741.1M | ||
| Q4 24 | $567.0M | $776.8M | ||
| Q3 24 | $321.8M | $750.0M | ||
| Q2 24 | $326.5M | $696.4M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $123.5M | ||
| Q3 25 | $-23.0M | $102.8M | ||
| Q2 25 | $-42.2M | $91.9M | ||
| Q1 25 | $-23.4M | $87.9M | ||
| Q4 24 | $105.2M | $123.5M | ||
| Q3 24 | $-14.6M | $91.8M | ||
| Q2 24 | $-61.2M | $70.1M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | 47.3% | ||
| Q2 25 | 27.0% | 47.9% | ||
| Q1 25 | 27.8% | 47.3% | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 24.5% | 47.2% | ||
| Q2 24 | 21.0% | 48.2% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 18.9% | ||
| Q3 25 | 1.5% | 18.9% | ||
| Q2 25 | -0.9% | 17.6% | ||
| Q1 25 | -6.0% | 17.6% | ||
| Q4 24 | 18.5% | 19.2% | ||
| Q3 24 | -3.0% | 17.5% | ||
| Q2 24 | -7.1% | 16.4% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 15.3% | ||
| Q3 25 | -4.5% | 13.7% | ||
| Q2 25 | -10.6% | 11.9% | ||
| Q1 25 | -7.3% | 11.9% | ||
| Q4 24 | 18.5% | 15.9% | ||
| Q3 24 | -4.5% | 12.2% | ||
| Q2 24 | -18.7% | 10.1% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $0.85 | ||
| Q3 25 | $-100.00 | $0.70 | ||
| Q2 25 | $-0.18 | $0.62 | ||
| Q1 25 | $-0.10 | $0.59 | ||
| Q4 24 | $0.45 | $0.82 | ||
| Q3 24 | $-0.06 | $0.60 | ||
| Q2 24 | $-0.27 | $0.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $492.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $948.0K | $1.2B |
| Total Assets | $4.7B | $4.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $492.2M | ||
| Q3 25 | $595.1M | $433.8M | ||
| Q2 25 | $574.8M | $364.2M | ||
| Q1 25 | $794.8M | $333.6M | ||
| Q4 24 | $802.9M | $356.4M | ||
| Q3 24 | $495.7M | $330.9M | ||
| Q2 24 | $581.7M | $331.3M |
| 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 | $1.2B | ||
| Q3 25 | $653.1M | $1.2B | ||
| Q2 25 | $594.6M | $1.2B | ||
| Q1 25 | $578.3M | $1.1B | ||
| Q4 24 | $562.5M | $1.1B | ||
| Q3 24 | $430.9M | $1.0B | ||
| Q2 24 | $423.3M | $1.0B |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $4.4B | ||
| Q3 25 | $2.6B | $4.4B | ||
| Q2 25 | $2.5B | $4.4B | ||
| Q1 25 | $2.6B | $4.3B | ||
| Q4 24 | $2.7B | $4.3B | ||
| Q3 24 | $2.6B | $4.3B | ||
| Q2 24 | $2.5B | $4.2B |
| 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 | — | $190.1M |
| Free Cash FlowOCF − Capex | — | $174.8M |
| FCF MarginFCF / Revenue | — | 21.6% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | — | 1.54× |
| TTM Free Cash FlowTrailing 4 quarters | — | $441.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $190.1M | ||
| Q3 25 | $19.7M | $110.5M | ||
| Q2 25 | $-213.1M | $100.0M | ||
| Q1 25 | $-110.7M | $110.4M | ||
| Q4 24 | $484.2M | $168.1M | ||
| Q3 24 | $-69.5M | $121.8M | ||
| Q2 24 | $-175.5M | $46.1M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $174.8M | ||
| Q3 25 | $7.4M | $90.3M | ||
| Q2 25 | $-220.4M | $83.3M | ||
| Q1 25 | $-124.9M | $92.7M | ||
| Q4 24 | $473.1M | $148.0M | ||
| Q3 24 | $-83.8M | $103.2M | ||
| Q2 24 | $-187.5M | $22.3M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 21.6% | ||
| Q3 25 | 1.4% | 12.0% | ||
| Q2 25 | -55.6% | 10.8% | ||
| Q1 25 | -39.1% | 12.5% | ||
| Q4 24 | 83.4% | 19.1% | ||
| Q3 24 | -26.0% | 13.8% | ||
| Q2 24 | -57.4% | 3.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.9% | ||
| Q3 25 | 2.4% | 2.7% | ||
| Q2 25 | 1.8% | 2.2% | ||
| Q1 25 | 4.5% | 2.4% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 4.4% | 2.5% | ||
| Q2 24 | 3.7% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.54× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.09× | ||
| Q1 25 | — | 1.26× | ||
| Q4 24 | 4.60× | 1.36× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 0.66× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
