Bloom Energy Corporation: Beat — EPS $0.94, Revenue $1.24B
Earnings BeatQ3 2026 · After-market
Did Bloom Energy Corporation (BE) beat earnings today?
Yes, Bloom Energy Corporation (BE) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+40.30% surprise
$0.94Actual
Expected: $0.67
vs. year ago +586.7%
Total Revenue+15.50% surprise
$1.24BActual
Expected: $1.07B
vs. year ago +138.1%
Released Oct 22 · 4:05 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.24B | $519.05M | +138.1% |
| Revenue detail — reported lines | |||
| └─Product | $1.07B | $384.31M | +179.4% |
| └─Installation | $84.86M | $65.77M | +29.0% |
| └─Service | $67.56M | $58.61M | +15.3% |
| └─Electricity | $9.81M | $10.35M | -5.2% |
| Net Income | $250.27M | ($23.09M) | - |
| GAAP EPS, Basic | $0.85 | -$0.10 | - |
| GAAP EPS, Diluted | $0.78 | -$0.10 | - |
| Non-GAAP EPS, Basic | $1.03 | $0.15 | +586.7% |
| Non-GAAP EPS, Diluted | $0.94 | $0.15 | +526.7% |
Financial Outlook / Guidance
| Metric | Next Quarter Outlook | FY 2026 Outlook |
|---|---|---|
| Revenue | — | $4.4B - $4.6B |
| Non-GAAP Gross Margin | — | ~34% |
| Non-GAAP Operating Income | — | $960M - $1,030M |
| Non-GAAP EPS | — | $3.10 - $3.40 |
Business Highlights
- ➤Added to the S&P 500, marking a public-company milestone.
- ➤Bloom is advancing firm, distributed onsite generation for the digital era.
- ➤Solid oxide fuel cell systems provide ultra-resilient, scalable onsite electricity.
- ➤Serves data centers, semiconductor manufacturing, utilities, and commercial and industrial sectors.
- ➤Supports mission-critical local organizations including hospitals, college campuses and retailers.
- ➤Manufactures its systems in the United States.
- ➤Employs more than 2,000 people worldwide.
Management Commentary
KR Sridhar, Founder, Chairman and Chief Executive Officer of Bloom Energy
“Electricity is the foundation of economic growth, human well-being and national competitiveness. Today, the world is moving from a century-old model of centralized power to a new architecture that includes firm, distributed onsite generation. Bloom is leading that transformation. What began with hyperscalers is rapidly moving across market segments because every business needs reliable power to grow. We are building the electricity platform for the digital era: power where it is needed, when it is needed, clean and always on.”
Simon Edwards, Chief Financial Officer of Bloom Energy
“Our third quarter results reflect strong execution across the business, with significant revenue growth and expanded operating margins. We continue to invest with discipline to build the capabilities and capacity needed to scale the business. Our year-to-date performance and customer demand give us confidence to raise our 2026 outlook for the third time this year.”