Bloom Energy Q1 revenue $751M (+130% YoY); raises FY26 revenue growth guidance to ~80%

Bloom Energy Corp

2026-Q1 EPS reported $0.23 revenue$751,054,000

Product revenue $653.3M (+208.4% YoY); total revenue $751.1M vs $326.0M in Q1'25.
GAAP operating income $72.2M (vs loss of $19.1M YoY); non-GAAP operating income $129.7M.
GAAP diluted EPS $0.23; non-GAAP diluted EPS $0.44; cash from operations $73.6M.
Raised FY26 revenue growth guidance midpoint to ~80% YoY from prior ~60%.
Service gross margin improved to 13.3% (GAAP) and 18.0% (non-GAAP), up ~12 and 13 ppt YoY.

item 2.02 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.99

Bloom Energy Corp reported first quarter ended March 31, 2026 results: revenue $751.1 million, net income $70,653 thousand, EPS $0.23 (GAAP diluted EPS).

Period: first quarter ended March 31, 2026
Revenue: $751.1 million
Net income: $70,653 thousand
EPS: $0.23 (GAAP diluted EPS)
Result: reported results

Exact text from the filing

Revenue of $751.1 million in the first quarter of 2026, an increase of 130.4% compared to $326.0 million in the first quarter of 2025.

View on SEC.gov

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Bloom Energy Corp updated its full year 2026 guidance (raised).

Period: full year 2026
Guidance: raised
Result: guidance update

Exact text from the filing

Raised full year 2026 revenue growth guidance midpoint to ~80% year-over-year, up from prior guidance of ~60%

View on SEC.gov

1436 earnings releases filed in the last 30 days. Browse all earnings releases →

Bloom Energy Corp filing history →

Source: SEC EDGAR

accession 0001628280-26-027913

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.