Oct 22, 4:09 PM ET
Bloom Energy reported third-quarter 2026 revenue of $1,235.8 million, up 138.1% from a year earlier, and GAAP diluted EPS of $0.78 compared with a loss of $0.10 per share in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, and said it was added to the S&P 500.
- Q3 2026 revenue was $1,235.8 million, up 138.1% year over year; product revenue was $1,073.6 million, up 179.4%.
- GAAP diluted EPS was $0.78 versus a loss of $0.10 in Q3 2025; non-GAAP diluted EPS was $0.94.
- Full-year 2026 revenue guidance was raised to $4.4 billion to $4.6 billion, and non-GAAP EPS guidance is $3.10 to $3.40.
- Net cash used in operating activities was $27.1 million in Q3 2026, compared with cash provided of $226.4 million in Q2 2026.
Read the filing on SEC.gov ↗
Jul 28, 4:07 PM ET
Bloom Energy reported record second-quarter 2026 revenue of $1,065.4 million, up 165.5% from a year earlier, and GAAP net profit to common stockholders of $196.3 million versus a loss of $42.6 million in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $3.9 billion to $4.2 billion, which it says represents 100% growth at the midpoint.
- Q2 2026 revenue $1,065.4 million, up 165.5% from $401.2 million in Q2 2025; product revenue $935.4 million
- GAAP diluted EPS $0.62 versus a loss of $(0.18) a year earlier; non-GAAP diluted EPS $0.78
- Full-year 2026 guidance raised: revenue $3.9 billion to $4.2 billion; non-GAAP operating income $800 million to $900 million; non-GAAP EPS $2.55 to $2.85
- Cash flow from operating activities $226.4 million in Q2 2026 versus negative $213.1 million a year earlier
Read the filing on SEC.gov ↗
Jun 17, 5:16 PM ET
Bloom Energy's board approved a performance-based restricted stock unit award for CEO KR Sridhar covering 271,076 shares at target, dated June 15, 2026. Vesting depends on aggregate total revenue over four consecutive quarters between July 1, 2026 and December 31, 2029, with payout up to 300% of target, and the award is meant to keep him in the role beyond 2027.
- Award covers 271,076 shares of common stock at target, granted June 15, 2026 under the 2018 Equity Incentive Plan.
- Vesting is based on aggregate total revenue over the four consecutive quarters with the highest revenue between July 1, 2026 and December 31, 2029, and may be adjusted by non-GAAP product gross margin in fiscal 2029.
- Dr. Sridhar can earn up to 300% of target and must remain CEO through December 31, 2029, subject to limited exceptions, and hold net shares until December 31, 2031.
- The board said the award replaces retention concerns ahead of 2027, when his 2024 award vests.
Read the filing on SEC.gov ↗
Apr 28, 4:07 PM ET
Bloom Energy reported first-quarter 2026 revenue of $751.1 million, up 130.4% from a year earlier, and GAAP net income attributable to common stockholders of $70.7 million, compared with a loss of $23.8 million in the first quarter of 2025. The company raised its full-year 2026 revenue guidance to $3.4 billion to $3.8 billion, with the revenue growth midpoint now about 80% year over year, up from about 60% previously.
- Q1 2026 revenue was $751.1 million; product revenue was $653.3 million, up 208.4%.
- GAAP diluted EPS was $0.23 versus a loss of $0.10 in Q1 2025; GAAP operating income was $72.2 million versus a loss of $19.1 million.
- Full-year 2026 guidance: revenue $3.4 billion to $3.8 billion; non-GAAP operating income $600 million to $750 million; non-GAAP EPS $1.85 to $2.25.
- Cash flow from operating activities was $73.6 million in Q1 2026, compared with negative $110.7 million in Q1 2025.
Read the filing on SEC.gov ↗
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