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PLUG compared with BE: revenue, margins and what each company keeps, and the suppliers and customers both name
PLUG
Plug Power Inc
Change
Mkt cap
Revenue
Revenue
BE
Bloom Energy Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
PLUG
Plug Power Inc
vs
BE
Bloom Energy Corp
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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PLUG
Plug Power Inc
Change
1.45
▲
+7.41%
· post 1.45
Mkt cap
$2.0B
Revenue
$178M
Q2 FY26
Revenue
$710M
FY25
BE
Bloom Energy Corp
Change
174.09
▲
+3.92%
· post 174.53
Closed
Nov 6 '26
Mkt cap
$51.2B
Revenue
$1.2B
Q3 FY26
Revenue
$2.0B
FY25
vs
Compare
Closed
Nov 6 '26
PLUG
Plug Power Inc
vs
BE
Bloom Energy Corp
1.45
▲
+7.41%
post 1.45
Price
174.09
▲
+3.92%
post 174.53
$2.0B
Mkt cap
$51.2B
Q2 FY26
$178M
Revenue
$1.2B
Q3 FY26
FY25
$710M
Revenue
$2.0B
FY25
Change
Change
PLUG
1.45
▲
+7.41%
vs
BE
174.09
▲
+3.92%
Closed
Nov 6 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
PLUG, solid
BE, dashed
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 PLUG
7
WMT
Walmart, Inc. ("Walmart")
customer
AMZN
Amazon.com NV Investment
customer
WFC
Wells Fargo
supplier
USB
U.S. Bank
supplier
3 more · PLUG chain
›
Shared
0
No shared counterparties.
Only BE
8
—
Bloom Energy Korea
unlisted
supplier
—
Underwriters' Laboratory (UL)
unlisted
supplier
—
SK E&C BETEK
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Korea South-East Power
unlisted
customer
4 more · BE chain
›