Bloom Energy Corp 8-K
PositiveEarningsGuidance raised
Product sales surge as customer demand drives a third FY2026 outlook raise to $4.4B–$4.6B in revenue
Filed 2026-10-22 16:09 ET
- 2.02 Results of Operations
- 7.01 Regulation FD Disclosure
- 9.01 Financial Statements and Exhibits
Summary
Q3 2026 results and raised FY2026 guidance. Record revenue rose 138% Y/Y, and Bloom raised its full-year outlook for the third time this year, citing year-to-date performance and customer demand. The company was also added to the S&P 500.
Key Figures
| Metric | Q3 2026 |
|---|---|
| Revenue | $1.24B, +138% Y/Y |
| Gross margin | 33.8%, vs 29.2% |
| Non-GAAP gross margin | 34.5%, vs 30.4% |
| Operating income | $225M, vs $7.85M |
| Non-GAAP operating income | $286M, +518% Y/Y |
| Net income attributable to common stockholders | $250M, vs $(23.1)M |
| Diluted EPS | $0.78, vs $(0.10) |
| Non-GAAP diluted EPS | $0.94, +527% Y/Y |
| Operating cash flow | $(27.1)M, vs $19.7M |
- Product revenue was $1.07B, +179% Y/Y, driving the record quarter; management cited strong execution and expanded operating margins.
- Cash and cash equivalents were $2.49B at 9/30/2026 vs $2.45B at 12/31/2025; recourse debt was $2.47B vs $2.61B.
Guidance
| Metric | Period | Guidance | Prior | Direction |
|---|---|---|---|---|
| Revenue | FY2026 | $4.4B-$4.6B; 122% Y/Y growth at midpoint | — | Raised |
| Non-GAAP gross margin | FY2026 | ≈34%; ≈374 bp Y/Y increase | — | Raised |
| Non-GAAP operating income | FY2026 | $960M-$1,030M; ≈4.5x Y/Y | — | Raised |
| Non-GAAP EPS | FY2026 | $3.10-$3.40; ≈4.3x Y/Y | — | Raised |
Guidance changes, derived from earlier filings
| Metric | Period | Earlier guidance | Guidance now | Change |
|---|---|---|---|---|
| Revenue | FY2026 | $3.9B-$4.2B; ≈100% Y/Y | $4.4B-$4.6B; 122% Y/Y growth at midpoint | raised |
| Non-GAAP gross margin | FY2026 | ≈34%; ≈374 bp Y/Y | ≈34%; ≈374 bp Y/Y increase | reaffirmed |
| Non-GAAP operating income | FY2026 | $800M-$900M; ≈3.8x Y/Y | $960M-$1,030M; ≈4.5x Y/Y | raised |
| Non-GAAP EPS | FY2026 | $2.55-$2.85; ≈3.6x Y/Y | $3.10-$3.40; ≈4.3x Y/Y | raised |
Investor Takeaways
- FY2026 revenue and profitability versus the raised guidance ranges will show whether customer demand and operating execution continue at the pace reflected in the outlook.
The summary is written by an AI model reading the filing.
Model 005 · prompt v95 · 2026-10-22 22:43:36Z