earnings
confidence high
sentiment positive
materiality 0.85
Bloom Energy Q2 revenue $1.065B (record), up 166% YoY; raises FY guidance to $3.9-4.2B
Bloom Energy Corp
- Product revenue $935.4M, up 215% YoY; total revenue $1.065B vs $401.2M in Q2 2025.
- GAAP diluted EPS $0.62 vs $(0.18) loss; non-GAAP diluted EPS $0.78 vs $0.10.
- Operating income $182.2M vs $(3.5M) loss; non-GAAP operating income $239.6M.
- Gross margin 33.4% (up 668 bps); non-GAAP gross margin 34.3% (up 604 bps).
- Full-year 2026 revenue guidance raised to $3.9-4.2B, representing ~100% YoY growth at midpoint.