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BE compared with PLUG: revenue, margins and what each company keeps, and the suppliers and customers both name
BE
Bloom Energy Corp
Change
Mkt cap
Revenue
Revenue
PLUG
Plug Power Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
BE
Bloom Energy Corp
vs
PLUG
Plug Power Inc
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
PLUG: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only BE
8
—
Bloom Energy Korea
unlisted
supplier
—
Underwriters' Laboratory (UL)
unlisted
supplier
—
SK E&C BETEK
unlisted
supplier
—
Korea South-East Power
unlisted
customer
4 more · BE chain
›
Shared
0
No shared counterparties.
Only PLUG
7
WMT
Walmart, Inc. ("Walmart")
customer
AMZN
Amazon.com NV Investment
customer
WFC
Wells Fargo
supplier
USB
U.S. Bank
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
3 more · PLUG chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
BE, solid
PLUG, dashed
BE
Bloom Energy Corp
Change
174.09
▲
+3.92%
· post 174.53
Mkt cap
$51.2B
Revenue
$1.2B
Q3 FY26
Revenue
$2.0B
FY25
PLUG
Plug Power Inc
Change
1.45
▲
+7.41%
· post 1.45
Closed
Nov 6 '26
Mkt cap
$2.0B
Revenue
$178M
Q2 FY26
Revenue
$710M
FY25
vs
Compare
Closed
Nov 6 '26
BE
Bloom Energy Corp
vs
PLUG
Plug Power Inc
174.09
▲
+3.92%
post 174.53
Price
1.45
▲
+7.41%
post 1.45
$51.2B
Mkt cap
$2.0B
Q3 FY26
$1.2B
Revenue
$178M
Q2 FY26
FY25
$2.0B
Revenue
$710M
FY25
Change
Change
BE
174.09
▲
+3.92%
vs
PLUG
1.45
▲
+7.41%
Closed
Nov 6 '26