Bloom Energy

Bloom Energy · Fuel Cells/Clean Energy

Tue, July 28, 2026·After Market Close

Bloom EnergyFuel CellsClean EnergyData Center PowerAI InfrastructureEarnings

01Wall Street Consensus

EPS$0.40

Revenue$827M

EPS$0.78+95%

Revenue$1.07B+29.4%

After-Hours ReactionAH +12%

Revenue $1.07B — beat consensus $827M by +29%, +165.5% YoY; the company's first-ever $1B+ quarter
Non-GAAP EPS $0.78 — well above consensus (GAAP EPS $0.62)
Operating income $240M — a sharp expansion YoY, with gross margin at 34.3%
Product revenue $935M — +215% YoY, +43% QoQ
FY2026 revenue guide raised from $3.4B-$3.8B to $3.9B-$4.2B; non-GAAP EPS guide raised to $2.55-$2.85
On-site power demand from AI data centers continues to expand; manufacturing capacity expansion underway

Detail

Actual EPS vs Consensus — Green Beat · Red Miss

Beat2

Miss0

Beat rate100%

Detail

Beat2Miss0Beat률 100%

분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출

컨센서스 대비 실제 EPS/매출 서프라이즈 (%)

02Earnings Results

EPS$0.78+95%

Revenue$1.07B+29.4%

After-Hours ReactionAH +12%

Revenue $1.07B — beat consensus $827M by +29%, +165.5% YoY; the company's first-ever $1B+ quarter
Non-GAAP EPS $0.78 — well above consensus (GAAP EPS $0.62)
Operating income $240M — a sharp expansion YoY, with gross margin at 34.3%
Product revenue $935M — +215% YoY, +43% QoQ
FY2026 revenue guide raised from $3.4B-$3.8B to $3.9B-$4.2B; non-GAAP EPS guide raised to $2.55-$2.85
On-site power demand from AI data centers continues to expand; manufacturing capacity expansion underway