Bloom Energy (BE) Q3 2026 earnings summary

Executive summary

• Q3 revenue reached a record $1,235.8M, up 138.1% YoY; FY26 revenue guidance was raised to $4.4B–$4.6B.

• Added to the S&P 500; management cited strong execution, customer demand, and disciplined investment in capacity.

Financial highlights

• GAAP gross profit was $417.1M; operating income was $225.4M versus $7.8M in Q3'25.

• Net income attributable to common stockholders was $250.3M versus a $23.1M loss; diluted EPS was $0.78 versus $(0.10).

• Operating cash flow was $(27.1)M, compared with $19.7M in Q3'25.

Outlook and guidance

• FY26 revenue guidance increased to $4.4B–$4.6B, representing 122% YoY growth at the midpoint; this was the third increase this year.

• FY26 non-GAAP gross margin guidance is ~34%; non-GAAP operating income $960M–$1,030M; non-GAAP EPS $3.10–$3.40.