Form 8-K · Current report
Bloom Energy 8-K, filed Oct 22, 2026
- Filed
- CIK
- 0001664703
- Accession no.
- 0001628280-26-066890
Summary
Bloom Energy reported record third-quarter 2026 revenue of $1.2358 billion, up 138.1% year over year, with GAAP operating income of $225.4 million and diluted EPS of $0.78, and raised full-year 2026 revenue guidance to $4.4–$4.6 billion; the company also said it was added to the S&P 500. Founder and CEO KR Sridhar credited demand for firm, distributed onsite generation, and CFO Simon Edwards said it was the third increase to the 2026 outlook this year.
Key points
- Third-quarter revenue of $1,235.8 million rose 138.1% from the third quarter of 2025, with product revenue of $1,073.6 million up 179.4%.
- Gross margin was 33.8% (34.5% non-GAAP), operating margin 18.2%, and non-GAAP EPS $0.94 versus $0.15 a year earlier.
- Full-year 2026 guidance was raised to revenue of $4.4–$4.6 billion, non-GAAP gross margin of about 34%, non-GAAP operating income of $960–$1,030 million, and non-GAAP EPS of $3.10–$3.40.
- Bloom Energy was added to the S&P 500, and a conference call to discuss the results was scheduled for October 22, 2026.
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 October 22, 2026, Bloom Energy Corporation (the “Company”) announced its financial results for the third quarter ended September 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…
An excerpt of the text as filed with the SEC, cut for length.
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