---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-027913"
form_type: "8-K"
ticker: "BE"
cik: "0001664703"
company_name: "Bloom Energy Corp"
filed_at: "2026-04-28T23:59:59+00:00"
generated_at: "2026-05-15T02:52:48.620521+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-027913
- form_type: 8-K
- ticker: BE
- cik: 0001664703
- company_name: Bloom Energy Corp
- filed_at: 2026-04-28T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/0001628280-26-027913-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/be-20260428.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-027913
- JSON: https://secwatch.observer/filing/0001628280-26-027913.json
- Plain text: https://secwatch.observer/filing/0001628280-26-027913.txt

## Key facts
- Earnings Releases
  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
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/0001628280-26-027913-index.htm
- Earnings Releases
  Bloom Energy Corp updated its full year 2026 guidance (raised).
  - Period: full year 2026
  - Guidance: raised
  - Result: guidance update
  source text: Raised full year 2026 revenue growth guidance midpoint to ~80% year-over-year, up from prior guidance of ~60%
  evidence_url: https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/0001628280-26-027913-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.