Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
Bloom Energy posted record Q3 2026 revenue of $1,235.8 million, up 138.1% year-over-year, with product revenue nearly tripling at +179.4%. The company swung to GAAP diluted EPS of $0.78 (non-GAAP $0.94) from a $0.10 loss a year earlier, while gross margin expanded to 33.8% GAAP and Adjusted EBITDA reached $299.5 million versus $59.0 million in Q3 2025. Management raised full-year 2026 guidance for the third time this year: revenue of $4.4B-$4.6B (~122% YoY growth at midpoint) and non-GAAP EPS of $3.10-$3.40.
Key figures
- Eps
- 0.78
- Revenue
- 1235837000
- Guidance
- FY26 revenue raised to $4.4B-$4.6B (~122% YoY at midpoint); non-GAAP gross margin ~34%; non-GAAP operating income $960M-$1,030M; non-GAAP EPS $3.10-$3.40
- Revenue Yoy
- 138.1%
- Adjusted ebitda
- 299496000
- Product revenue
- 1073610000
- Gross margin gaap
- 33.8%
- Product revenue yoy
- 179.4%
- Cash and equivalents
- 2486702000
- Net income to common
- 250271000
- Non gaap eps diluted
- 0.94
- Gross margin non gaap
- 34.5%
- Operating income gaap
- 225449000
- Operating income non gaap
- 285691000
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