Bloom Energy Q3 revenue $1.24B, up 138% YoY; raises FY26 outlook to $4.4-4.6B

Bloom Energy Corp

Revenue $1,235.8M vs $519.0M in Q3 2025 (+138.1%); product revenue $1,073.6M, up 179.4%.
GAAP diluted EPS $0.78 vs $(0.10) a year ago; non-GAAP diluted EPS $0.94 vs $0.15; net income to common $250.3M.
GAAP gross margin 33.8% (+453 bps YoY); operating income $225.4M vs $7.8M; adjusted EBITDA $299.5M.
Full-year 2026 revenue guidance raised to $4.4B-$4.6B, ~122% YoY growth at midpoint — third raise this year.
Company was added to the S&P 500; CEO KR Sridhar said demand that began with hyperscalers is spreading across segments.

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