NYSE$BE

Bloom Energy Corp · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Bloom Energy Corp reported record quarterly revenue and net income for the three months ended June 30, 2026.

Bloom Energy delivered strong Q2 2026 results driven by robust demand for its Energy Server systems, particularly from AI infrastructure customers. Total revenue reached $1.07 billion with gross profit of $356 million and net income attributable to common stockholders of $196 million. The company maintained a solid liquidity position with over $2.67 billion in cash and cash equivalents at quarter end.

  • Q2 revenue surged 166% year-over-year to $1.065 billion, led by product sales of $935 million.
  • Gross margin improved to 33% as manufacturing efficiencies and tariff recoveries offset higher volumes.
  • Net income attributable to common stockholders was $196 million, compared to a loss in the prior year period.
  • Cash and cash equivalents stood at $2.67 billion, supporting ongoing capacity expansion and strategic initiatives.

Headline financials

Total Revenue

$1.07B

Previous: $401M+165.5%
EPS (adj)

$0.68

Previous: -$0.18+477.8%
Net Income

$196M

Previous: -$42.2M+565.2%
Operating Income

$182M

Previous: -$3.5M+5302.3%
Gross Profit

$356M

Previous: $107M+231.9%
Cash & Equivalents

$2.67B

Previous: $575M+364.0%

Revenue & EPS history

Bloom Energy · Revenue · Quarterly

$1.07B

Q2 2026+165.5%vs Q2 2025
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Bloom Energy · $1.07B total across 4 segments · Q2 2026

  • Product
    $935M
  • Service
    $69M
  • Installation
    $51M
  • Electricity
    $9.95M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-1.7%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+9.6%

Avg return

30 days after

47%

15 / 32 earnings

Positive

+40.1%

Q3 2019

Best reaction

-46.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+27.2%+27.4%+25.8%
Q4 2025+4.7%+13.9%-1.0%
Q3 2025+18.8%+25.7%-3.6%
Q2 2025-1.8%+3.9%+41.6%
Q1 2025-8.2%-10.8%+0.8%
Q4 2024+4.3%+4.7%-11.8%
Q3 2024+20.1%+23.4%+146.9%
Q2 2024+16.1%+19.8%+0.5%
Q1 2024-5.4%+5.8%+25.8%
Q4 2023-15.6%-23.8%-20.9%
Q3 2023+9.5%+6.8%+40.1%
Q2 2023-5.3%-6.0%-9.6%
Q1 2023-10.3%-25.0%-10.3%
Q4 2022+0.7%-2.8%-15.8%
Q3 2022+11.0%+12.5%+26.8%
Q2 2022+16.5%+21.1%+2.4%
Q1 2022-25.5%-34.5%-10.2%
Q4 2021+5.3%+24.3%+42.5%
Q3 2021+0.1%+7.3%-22.7%
Q2 2021-0.4%+7.8%+2.1%
Q1 2021-3.9%-13.2%+6.2%
Q4 2020-4.2%-3.3%-29.3%
Q3 2020-13.4%-0.5%+75.5%
Q2 2020-20.7%-25.0%+1.2%
Q1 2020+3.4%-3.3%+23.7%
Q4 2019-33.3%-33.3%+7.0%
Q3 2019+40.1%+50.7%+43.1%
Q2 2019-46.3%-40.2%-42.9%
Q1 2019-7.2%-12.4%-29.6%
Q4 2018-5.6%-6.5%+32.7%
Q3 2018-24.9%-15.3%-33.0%
Q2 2018+0.8%-1.0%+2.7%
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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