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Side-by-side financial comparison of Clean Energy Fuels Corp. (CLNE) and Taylor Morrison Home Corp (TMHC). Click either name above to swap in a different company.
Taylor Morrison Home Corp is the larger business by last-quarter revenue ($1.4B vs $117.6M, roughly 11.8× Clean Energy Fuels Corp.). Taylor Morrison Home Corp runs the higher net margin — 7.1% vs -10.6%, a 17.7% gap on every dollar of revenue. On growth, Clean Energy Fuels Corp. posted the faster year-over-year revenue change (0.0% vs -26.8%). Over the past eight quarters, Clean Energy Fuels Corp.'s revenue compounded faster (9.5% CAGR vs -16.5%).
Bloom Energy is an American public company that designs and manufactures solid oxide fuel cells (SOFCs) which independently produce electricity onsite for power generation in data centers, manufacturing, and other commercial sectors. Founded in 2001 and headquartered in San Jose, California; its fuel cell technology generates electricity through a chemical conversion process, which differs from most other power sources reliant on combustion, and can use natural gas, biogas or hydrogen as fuel...
Taylor Morrison is one of the largest home building companies in the United States. Its corporate headquarters are in Scottsdale, Arizona. The company formed when Taylor Woodrow and Morrison Homes joined forces in July 2007. Taylor Morrison operates in Arizona, California, Colorado, Georgia, Florida, North Carolina, South Carolina, Nevada, Indiana, and Texas, building mid-to-upscale housing, as well as first-time and mid-market homes.
CLNE vs TMHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $117.6M | $1.4B |
| Net Profit | $-12.4M | $98.6M |
| Gross Margin | — | 21.0% |
| Operating Margin | -2.5% | — |
| Net Margin | -10.6% | 7.1% |
| Revenue YoY | 0.0% | -26.8% |
| Net Profit YoY | — | -53.8% |
| EPS (diluted) | — | $1.12 |
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 | $117.6M | $1.4B | ||
| Q4 25 | $112.3M | $2.1B | ||
| Q3 25 | $106.1M | $2.1B | ||
| Q2 25 | $102.6M | $2.0B | ||
| Q1 25 | $103.8M | $1.9B | ||
| Q4 24 | $109.3M | $2.4B | ||
| Q3 24 | $104.9M | $2.1B | ||
| Q2 24 | $98.0M | $2.0B |
| Q1 26 | $-12.4M | $98.6M | ||
| Q4 25 | $-43.0M | $174.0M | ||
| Q3 25 | $-23.8M | $201.4M | ||
| Q2 25 | $-20.2M | $193.6M | ||
| Q1 25 | $-135.0M | $213.5M | ||
| Q4 24 | $-30.2M | $242.5M | ||
| Q3 24 | $-18.2M | $251.1M | ||
| Q2 24 | $-16.3M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
| Q1 26 | -2.5% | — | ||
| Q4 25 | -9.5% | — | ||
| Q3 25 | -12.8% | — | ||
| Q2 25 | -9.0% | — | ||
| Q1 25 | -121.7% | — | ||
| Q4 24 | -11.8% | — | ||
| Q3 24 | -8.1% | — | ||
| Q2 24 | -5.7% | — |
| Q1 26 | -10.6% | 7.1% | ||
| Q4 25 | -38.3% | 8.3% | ||
| Q3 25 | -22.4% | 9.6% | ||
| Q2 25 | -19.7% | 9.5% | ||
| Q1 25 | -130.1% | 11.3% | ||
| Q4 24 | -27.6% | 10.3% | ||
| Q3 24 | -17.3% | 11.8% | ||
| Q2 24 | -16.6% | 10.0% |
| Q1 26 | — | $1.12 | ||
| Q4 25 | $-0.21 | $1.77 | ||
| Q3 25 | $-0.11 | $2.01 | ||
| Q2 25 | $-0.09 | $1.92 | ||
| Q1 25 | $-0.60 | $2.07 | ||
| Q4 24 | $-0.14 | $2.29 | ||
| Q3 24 | $-0.08 | $2.37 | ||
| Q2 24 | $-0.07 | $1.86 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $70.8M | $652.9M |
| Total DebtLower is stronger | $54.0K | — |
| Stockholders' EquityBook value | $563.7M | $6.2B |
| Total Assets | $1.0B | $9.8B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.8M | $652.9M | ||
| Q4 25 | $156.1M | $850.0M | ||
| Q3 25 | $232.2M | $370.6M | ||
| Q2 25 | $240.8M | $130.2M | ||
| Q1 25 | $226.6M | $377.8M | ||
| Q4 24 | $217.5M | $487.2M | ||
| Q3 24 | $243.5M | $256.4M | ||
| Q2 24 | $249.3M | $246.8M |
| Q1 26 | $54.0K | — | ||
| Q4 25 | $226.8M | $2.3B | ||
| Q3 25 | $284.3M | $2.2B | ||
| Q2 25 | $277.9M | $2.1B | ||
| Q1 25 | $271.6M | $2.1B | ||
| Q4 24 | $265.4M | $2.1B | ||
| Q3 24 | $264.1M | $2.1B | ||
| Q2 24 | $263.0M | $2.2B |
| Q1 26 | $563.7M | $6.2B | ||
| Q4 25 | $559.4M | $6.3B | ||
| Q3 25 | $585.2M | $6.2B | ||
| Q2 25 | $590.8M | $6.1B | ||
| Q1 25 | $596.7M | $6.0B | ||
| Q4 24 | $713.3M | $5.9B | ||
| Q3 24 | $724.8M | $5.7B | ||
| Q2 24 | $723.0M | $5.5B |
| Q1 26 | $1.0B | $9.8B | ||
| Q4 25 | $1.1B | $9.8B | ||
| Q3 25 | $1.1B | $9.6B | ||
| Q2 25 | $1.1B | $9.5B | ||
| Q1 25 | $1.1B | $9.4B | ||
| Q4 24 | $1.2B | $9.3B | ||
| Q3 24 | $1.2B | $9.3B | ||
| Q2 24 | $1.2B | $9.1B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.41× | 0.36× | ||
| Q3 25 | 0.49× | 0.35× | ||
| Q2 25 | 0.47× | 0.35× | ||
| Q1 25 | 0.46× | 0.35× | ||
| Q4 24 | 0.37× | 0.36× | ||
| Q3 24 | 0.36× | 0.37× | ||
| Q2 24 | 0.36× | 0.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLNE
| Product revenue | $102.9M | 88% |
| Service revenue | $14.7M | 12% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
