𝐁𝐥𝐨𝐨𝐦 𝐄𝐧𝐞𝐫𝐠𝐲: 𝐑𝐞𝐜𝐨𝐫𝐝 𝐐𝟑 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐚𝐧𝐝 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐂𝐫𝐮𝐬𝐡 𝐄𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐬, 𝐑𝐚𝐢𝐬𝐞𝐬 𝐅𝐘𝟐𝟎𝟐𝟔

$BE (-3.36%)

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📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adj. EPS: $0.94 (Est. $0.67) ✅, vs. $0.15 YoY.

• Revenue: $1.236B (Est. $1.07B) ✅, +138.1% YoY.

• GAAP EPS: $0.78 (vs. -$0.10 YoY).

• Product Revenue: $1.074B, +179.4% YoY.

• Adj. Gross Margin: 34.5%, +412 bps YoY.

• Adj. Operating Margin: 23.1% (vs. 8.9% YoY).

• Adj. Operating Income: $285.7M (vs. $46.2M YoY).

• Adj. EBITDA: $299.5M (vs. $59.0M YoY).

• GAAP Net Income: $250.3M (vs. -$23.1M YoY).

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• FY2026 Revenue: $4.4B–$4.6B, midpoint $4.5B (Est. $4.12B) ✅, raised.

• FY2026 Adj. EPS: $3.10–$3.40, midpoint $3.25 (Est. $2.71) ✅.

• FY2026 Adj. Gross Margin: ~34%.

• FY2026 Adj. Operating Income: $960M–$1.03B.

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Q3 Adj. EPS beat consensus by ~40.3%, while revenue exceeded estimates by ~15.5%.

• Quarterly revenue surged 138.1% YoY to a record $1.236B, led by 179.4% growth in product revenue.

• Adjusted operating income jumped from $46.2M to $285.7M, with operating margin expanding 1,420 bps to 23.1%.

• FY2026 revenue guidance midpoint stands ~9.2% above consensus, implying ~122% YoY growth.

• FY2026 Adj. EPS guidance midpoint exceeds consensus by ~19.9%.

• Bloom raised its 2026 outlook for the third time this year, citing strong customer demand and operational execution.

• Bloom Energy was added to the S&P 500, marking a major corporate milestone.

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💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“We are building the electricity platform for the digital era: power where it is needed, when it is needed, clean and always on.”