BEEarnings
Bloom Energy Q3 2026 Revenue $1.24B, Up 138% YoY; Raises Full-Year 2026 Guidance
Bloom Energy reported record Q3 2026 revenue of $1,235.8 million, up 138.1% year-over-year, with GAAP operating income of $225.4 million compared to $7.8 million in Q3 2025. Non-GAAP EPS of $0.94 beat the prior year comparison of $0.15. The company raised full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, representing 122% year-over-year growth at the midpoint, and non-GAAP EPS guidance to $3.10 to $3.40.
Published October 22, 2026 at 9:26 PM EDTBloom Energy CorpSEC filing
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Guidance updates
Full-Year 2026 RevenueFY 2026
$4.4 billion - $4.6 billionPrior Not specified in filing | raised | Raised (third time in 2026)
Full-Year 2026 Non-GAAP EPSFY 2026
$3.10 - $3.40Prior Not specified in filing | raised | Raised
Forward guidance
Full-Year 2026 RevenueFY 2026
$4.4 billion - $4.6 billion122% at midpoint
Full-Year 2026 Non-GAAP Gross MarginFY 2026
~34%+374 basis points
Full-Year 2026 Non-GAAP Operating IncomeFY 2026
$960 million - $1,030 million+4.5x at midpoint
Full-Year 2026 Non-GAAP EPSFY 2026
$3.10 - $3.40+4.3x at midpoint
Key takeaways
5-7 ranked factual English bullets
Key metrics
Total RevenueQ3 2026 (ended September 30, 2026)
$1,235.8 million138.1%
Product RevenueQ3 2026
$1,073.6 million179.4%
Installation RevenueQ3 2026
$84.9 million
Service RevenueQ3 2026
$67.6 million
Electricity RevenueQ3 2026
$9.8 million
GAAP Operating IncomeQ3 2026
$225.4 million$217.6 million increase
Non-GAAP Operating IncomeQ3 2026
$285.7 million$239.4 million increase
GAAP Gross MarginQ3 2026
33.8%453 basis points
Primary source
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