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Profit Margin by Segment
Shows the efficiency of various segments in converting revenue into profit, indicating competitive strengths and potential vulnerabilities in the business model.Bloom Energy's product segment shows a volatile yet upward trend in profit margins, peaking in late 2024. The service segment, despite historical losses, has turned profitable, aligning with earnings call highlights of sustained profitability. Installation margins are improving, nearing positive territory, while electricity margins are erratic but recently surged. The earnings call underscores strong revenue growth and profitability, particularly in services and international markets, despite tariff and economic challenges. The CFO transition adds uncertainty, but management remains committed to margin targets through efficiency improvements.
Date | Product | Service | Installation | Electricity |
|---|---|---|---|---|
Mar 31, 2025 | 34.12 | 1.29 | 1.00 | 57.08 |
Dec 31, 2024 | 44.86 | -9.30 | 0.70 | 1.70 |
Sep 30, 2024 | 34.60 | 2.40 | -9.30 | 31.30 |
Jun 30, 2024 | 29.80 | 3.00 | -2.20 | 35.20 |
Mar 31, 2024 | 25.70 | 1.40 | -29.40 | 31.50 |
Dec 31, 2023 | 35.20 | -2.20 | -2.00 | 44.80 |
Sep 30, 2023 | 41.60 | -18.80 | -15.10 | 45.50 |
Jun 30, 2023 | 33.60 | -32.10 | -6.40 | 21.80 |
Mar 31, 2023 | 34.10 | -23.10 | -17.20 | 26.10 |
Dec 31, 2022 | 39.00 | -6.60 | -5.30 | 26.10 |