Bloom Energy Q1 2026 revenue rises 130% to $751.1 million; 2026 guidance raised to $3.4B to $3.8B

Bloom reported first-quarter 2026 revenue of $751.1 million, up 130.4%, with product revenue of $653.3 million, up 208.4%, and service revenue of $61.9 million. Non-GAAP diluted EPS was $0.44 and GAAP gross margin was 30.0%. The company raised full-year 2026 guidance to $3.4 billion to $3.8 billion in revenue, $600 million to $750 million non-GAAP operating income and $1.85 to $2.25 non-GAAP EPS, from the February range of $3.1 billion to $3.3 billion.

• Q1 2026 revenue $751.1 million, up 130.4%
• Product revenue $653.3 million, up 208.4%
• Non-GAAP diluted EPS $0.44; GAAP gross margin 30.0%
• 2026 revenue guidance raised to $3.4B to $3.8B from $3.1B to $3.3B

SEC filing 8-K · accession 0001628280-26-027913 · sec.gov ↗