Bloom Energy posts record Q3 revenue and raises 2026 outlook
Bloom Energy reported record third-quarter 2026 revenue of $1.24 billion, up 138% year over year, on October 22, 2026. Non-GAAP diluted EPS was $0.94, while product revenue exceeded $1 billion for the first time. The company raised its full-year 2026 guidance to $4.4–4.6 billion of revenue and $3.10–$3.40 of non-GAAP diluted EPS, its third guidance increase this year.
Why it matters
The higher outlook increases Bloom Energy’s expected 2026 revenue and earnings range, while the quarter’s results show stronger profitability and demand for its fuel-cell systems. Management attributes the momentum particularly to hyperscale data-center customers and broader demand for on-site power.
Key facts
- 1Third-quarter 2026 revenue was $1.24 billion, up 138% year over year. finance.biggo.com
- 2Non-GAAP diluted EPS was $0.94, compared with $0.15 a year earlier. finance.biggo.com
- 3Full-year 2026 revenue guidance is $4.4–4.6 billion. finance.biggo.com
- 4Full-year 2026 non-GAAP diluted EPS guidance is $3.10–$3.40. finance.biggo.com
- 5Non-GAAP operating income reached $286 million, up 500% year over year. finance.biggo.com
- 6Bloom Energy was added to the S&P 500 during the quarter. stocktitan.net
Summary written by AlphAI AI Desk from 17 of 20 sources. Not investment advice. Figures are as stated by the linked sources.