Form 8-K · Current report

Bloom Energy 8-K, filed Jul 28, 2026

Filed
CIK
0001664703
Accession no.
0001628280-26-050150
AI-generated summary

Summary

Bloom Energy reported record second-quarter 2026 revenue of $1.065 billion, up 165.5% year over year, and raised its full-year 2026 revenue guidance to $3.9–4.2 billion. CEO K.R. Sridhar said major US hyperscalers and more than a dozen neoclouds, AI labs, and colocation data-center operators have validated and approved its power solutions for AI factories.

Key points

  • Q2 2026 revenue was $1,065.4 million versus $401.2 million a year earlier, with product revenue of $935.4 million, up 215.4%.
  • GAAP operating income was $182.2 million compared with a $3.5 million operating loss in Q2 2025; diluted GAAP EPS was $0.62 and non-GAAP diluted EPS was $0.78.
  • Full-year 2026 guidance was raised to $3.9–4.2 billion revenue, ~34% non-GAAP gross margin, $800–900 million non-GAAP operating income, and $2.55–2.85 non-GAAP EPS.
  • CFO Simon Edwards attributed the quarter to disciplined execution alongside investment in capacity.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 7.01Regulation FD Disclosure
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02. Results of Operations and Financial Condition. On July 28, 2026, Bloom Energy Corporation (the “Company”) announced its financial results for the second quarter ended June 30, 2026, and issued a press release, a copy of which is furnished as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”) and is incorporated herein by reference. The information furnished pursuant to Item 2.02 of this Form 8-K, including the accompanying Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in…

An excerpt of the text as filed with the SEC, cut for length.

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