secwatch.observer — SEC 8-K summary
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Issuer:     Bloom Energy Corp (BE)
CIK:        0001664703
Form:       8-K
Filed at:   2026-07-28T20:07:21+00:00
Accession:  0001628280-26-050150
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Bloom Energy Q2 revenue $1.065B (record), up 166% YoY; raises FY guidance to $3.9-4.2B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1664703/000162828026050150/0001628280-26-050150-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1664703/000162828026050150/be-20260728.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-050150

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer