Bloom Energy Q3 revenue beats estimates on record product sales; raises FY2026 guidance
BE•Bloom Energy reported third-quarter revenue of $1.24 billion, up 138% year over year and above the $1.06 billion estimate, and raised its 2026 revenue guidance to $4.4 billion-$4.6 billion. It expects 2026 non-GAAP gross margin of about 34% and non-GAAP EPS of $3.10-$3.40.
1. Quarterly results
Bloom Energy reported third-quarter revenue of $1.24 billion, up 138% year over year and above analyst expectations of $1.06 billion. Adjusted EPS was $0.78, gross margin was 33.8%, and operating income was $225.45 million. The company said product sales drove revenue growth.
2. Raised 2026 outlook
Bloom Energy raised its 2026 revenue guidance to $4.4 billion-$4.6 billion. It expects non-GAAP gross margin of about 34% and non-GAAP EPS of $3.10-$3.40, citing its year-to-date performance and customer demand.
