Bloom Energy Corp reported results for the quarter ended 2026 with revenue of $1.07B and net income of $198.86M, compared with $401.24M and a net loss of ($42.19M) in the prior-year quarter, driven by strong product sales and expanded service activity.

Financial Highlights

MetricCurrent quarterPrior year quarterYoY changeRevenue¹$1.07B$401.24M165.5%Net income²$198.86M($42.19M)571.3%Diluted EPS³$0.62($0.18)444.4%

¹ Reported as “Total revenue 1”. ² Reported as “Net income (loss)”. ³ Reported as “Net earnings (loss) per share available to common stockholders”.

Business Highlights

  • Product revenue surged, supporting overall revenue growth of roughly 165% year over year; product sales increased about 215% quarter over quarter and ~213% year to date.
  • Shifted to a consult-only model for large sites and is using certified third‑party EPC installers for deployments.
  • Won significant AI data center deployments, including a large hyperscale customer and joint-venture projects with Brookfield.
  • Invested in manufacturing capacity and built inventory to meet anticipated demand while expanding R&D and field service operations.
  • Service and maintenance revenues expanded, with higher warranty and service costs managed alongside performance guarantees.

Original SEC Filing:

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