Bloom Energy Corp (BE) Form 8-K — Oct 22, 2026
Bloom Energy reported record Q3 2026 revenue of $1,235.8 million, up 138.1% year-over-year, driven by product revenue that grew 179.4% to $1,073.6 million. GAAP net income swung to $250.3 million from a $23.1 million loss a year ago, with diluted EPS of $0.78 and non-GAAP EPS of $0.94. The company raised its full-year 2026 guidance for the third time this year: revenue of $4.4B-$4.6B (~122% YoY growth at midpoint), non-GAAP operating income of $960M-$1,030M, and non-GAAP EPS of $3.10-$3.40. Management cited strong execution and demand spanning hyperscalers and broader commercial segments.
Key figures
- Eps
- 0.78
- Revenue
- 1235837000
- Guidance
- FY2026 revenue $4.4B-$4.6B; non-GAAP gross margin ~34%; non-GAAP operating income $960M-$1,030M; non-GAAP EPS $3.10-$3.40
- Net Income
- 250271000
- Revenue Yoy
- 138.1%
- Adjusted ebitda
- 299496000
- Gaap gross margin
- 33.8%
- Non gaap eps diluted
- 0.94
- Non gaap gross margin
- 34.5%
- Product revenue growth
- 179.4%
- Non gaap operating income
- 285691000
- Shares outstanding sep 2026
- 295537217
AI analysis
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