Bloom Energy Q2 2026 revenue tops $1 billion and full-year revenue guidance rises to $3.9-4.2 billion

Bloom reported second-quarter 2026 total revenue of $1,065.4 million, up 165.5% from a year earlier, and its first quarter above $1 billion. Product revenue was $935.4 million, up 215.4%, and non-GAAP diluted EPS was $0.78 against consensus of roughly $0.40. Management raised full-year 2026 revenue guidance to $3.9-4.2 billion and set non-GAAP EPS guidance of $2.55-2.85. The stock closed down about 11% at $166.84 before the release, then rose about 12% in after-hours trading.

• Total revenue $1,065.4 million, up 165.5%; product revenue $935.4 million, up 215.4%
• Non-GAAP gross margin 34.3% versus 28.2% a year earlier; GAAP diluted EPS $0.62
• 2026 revenue guidance raised to $3.9-4.2 billion; non-GAAP operating income $800-900 million
• 2026 non-GAAP diluted EPS guidance $2.55-2.85; operating cash flow $226.4 million
• Shares closed down about 11% on July 28 before the report, then rose about 12% after hours