---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-066890"
form_type: "8-K"
ticker: "BE"
cik: "0001664703"
company_name: "Bloom Energy Corp"
filed_at: "2026-10-22T20:09:25+00:00"
generated_at: "2026-10-22T20:10:03.888261+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.92
calibrated_materiality_score: 0.92
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-066890
- form_type: 8-K
- ticker: BE
- cik: 0001664703
- company_name: Bloom Energy Corp
- filed_at: 2026-10-22T20:09:25+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.92
- calibrated_materiality_score: 0.92
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1664703/000162828026066890/0001628280-26-066890-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1664703/000162828026066890/be-20261022.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-066890
- JSON: https://secwatch.observer/filing/0001628280-26-066890.json
- Plain text: https://secwatch.observer/filing/0001628280-26-066890.txt

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