Bloom Energy reports record second quarter revenue of $1.07 billion and raises full-year 2026 guidance.

Bloom Energy reported record second quarter 2026 revenue of $1.07 billion, a 165.5% increase year-over-year, and GAAP EPS of $0.62, up from a loss of $0.18 in the prior-year period. These results significantly surpassed analyst expectations.

Key Highlights

• Product revenue surged 215.4% year-over-year to $935.4 million, driven by accelerating customer demand for onsite power solutions.
• The company raised its full-year 2026 revenue guidance to a range of $3.9 billion to $4.2 billion, representing 100% growth at the midpoint.
• Operating cash flow was a positive $226.4 million, a significant improvement from a cash use of $213.1 million in the same quarter last year.