Bloom Energy Corp
BEIndustrials & materials
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Oct 22, 2026
Next reportFebruary 3, 2027after close · forecast 1.125 $/share
Revenue
$1.24B
▲ +138.1% vs prior year YoY
Net income
$248.98M
▲ +1184.4% vs prior year YoY
EPS
0.78$
▲ +880.0% vs prior year YoY
Net margin
20.1%
▲ +24.6 pp vs prior year YoY
Revenue▲ +138.1%
Margins (% of revenue)GrossOperatingNet
Net income▲ +1184.4%
EPS▲ +880.0%
Financial statements
View 10-Q filed October 22, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $572.39M | $326.02M | $401.24M | $519.05M | $777.68M | $751.05M | $1.07B | $1.24B | ▲ +138.1% |
| Gross profit | $219.32M | $88.71M | $107.12M | $151.68M | $239.90M | $225.54M | $355.57M | $417.10M | ▲ +175.0% |
| Operating income | $104.70M | −$19.07M | −$3.50M | $7.85M | $87.53M | $72.19M | $182.24M | $225.45M | ▲ +2773.4% |
| Net income | $105.16M | −$23.41M | −$42.19M | −$22.96M | $1.43M | $73.69M | $198.86M | $248.98M | ▲ +1184.4% |
| R&D | $39.47M | $40.61M | $40.77M | $48.72M | $55.89M | $56.85M | $58.87M | $64.15M | ▲ +31.7% |
| EPS (diluted) | — | -0.10 $ | -0.18 $ | -0.10 $ | — | 0.23 $ | 0.62 $ | 0.78 $ | ▲ +880.0% |
| Margins (% of revenue) | |||||||||
| Gross | 38.3 % | 27.2 % | 26.7 % | 29.2 % | 30.8 % | 30.0 % | 33.4 % | 33.8 % | ▲ +4.5 pt |
| Operating | 18.3 % | -5.8 % | -0.9 % | 1.5 % | 11.3 % | 9.6 % | 17.1 % | 18.2 % | ▲ +16.7 pt |
| Net | 18.4 % | -7.2 % | -10.5 % | -4.4 % | 0.2 % | 9.8 % | 18.7 % | 20.1 % | ▲ +24.6 pt |
| Balance sheet | |||||||||
| Assets | $2.66B | $2.61B | $2.53B | $2.64B | $4.40B | $4.66B | $5.63B | $6.57B | ▲ +149.1% |
| Liabilities | $2.07B | $2.01B | $1.91B | $1.96B | $3.60B | $3.72B | $3.99B | $4.61B | ▲ +135.0% |
| Equity | $585.22M | $601.46M | $619.43M | $677.48M | $792.96M | $948.01M | $1.64B | $1.96B | ▲ +189.8% |
| Cash | $802.85M | $794.75M | $574.76M | $595.05M | $2.45B | $2.49B | $2.67B | $2.49B | ▲ +317.9% |
| Capital | |||||||||
| Shares outstanding | 230.40M | 232.23M | 234.00M | 236.51M | 280.55M | 284.44M | 294.53M | 295.66M | ▲ +25.0% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.