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How Bloom Energy (BE) makes money: Q2 2026 revenue breakdown
US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026 · reported 07/28/2026
Bloom Energy Corporation is an American public company that designs and manufactures solid oxide fuel cells (SOFCs) which independently produce electricity onsite for power generation in data centers, manufacturing, and other commercial sectors. · Text: Wikipedia, CC BY-SA 4.0, abridged
More about the company
It was founded in 2001 and headquartered in San Jose, California; its fuel cell technology generates electricity through a chemical conversion process, which differs from most other power sources reliant on combustion, and can use natural gas, biogas or hydrogen as fuel. Its SOFCs are deployed on-site where energy is consumed, reducing reliance on central power grid. Bloom also developed electrolyzers for hydrogen production, and holds more than 1000 patents globally.
Key growth driver: Product — the fastest-growing revenue line: $935, +215% y/y. · by the Q2 2026 report
How does Bloom Energy make money?
Bloom Energy brought in $1.06 billion of revenue in Q2 2026, up 166% year over year. The largest source was Product: $935 million, or 88% of the total, followed by Service ($69.0M, 6%) and Installation ($51.0M, 5%); other lines add the remaining 0.9%. Net income for the quarter was $196 million.
Revenue by source, Q2 2026
- Product$935M · 88% · +215%
- Service$69.0M · 6% · +26.8%
- Installation$51.0M · 5% · +36.4%
- Electricity$10.0M · 0.9% · −22.3%
Shares of $1.06B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is BE’s next earnings date?
Tuesday, October 27, 2026estimated
Expected around Oct 27 — based on last year’s report on Oct 28, 2025. We have not yet seen the company's announcement of the date.
How we estimate
The estimate is the date of the same-quarter report a year ago, per the company’s SEC filing, moved forward 52 weeks (same weekday). Companies usually keep the same week; the date will be replaced once BE announces it.
Same quarter a year ago (ended September 30, 2025): revenue $513M, EPS (GAAP) −$100.00
How we calculate
Year-ago figures are GAAP, from the company's SEC filings (XBRL); EPS is diluted.
What time does BE report? Usually after market close: the last 4 results releases reached the SEC at 4:07 pm, 4:07 pm, 4:21 pm, 4:06 pm ET.
Last report: Jul 28, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates: company announcements; past dates and times — SEC 8-K filings. Who else reports this week →
All figures in $M.
Revenue
$1,065
+166%
Gross profit
$356
+232%
33.4% margin
Operating income
$182
17.1% margin
Net income
$196
$0.62/sh · 18.4% margin
Verdict: revenue grew 165.5% y/y to $1.07B, operating margin 17.1% vs −0.9%, net income $196M.
Source and notation
Source: Bloom Energy press release, 8-K EX-99.1 of 07/28/2026 (SEC EDGAR). Every figure was matched against the income statement in the release and checked against the company's 10-Q.
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
BE earnings history: past report dates
| Jul 28, 2026 Tue | 4:07 pmafter market close | Jun 30, 2026 | $1.1B+168% y/y | $0.62 |
| Apr 28, 2026 Tue | 4:07 pmafter market close | Mar 31, 2026 | $746M+134% y/y | $0.23 |
| Feb 5, 2026 Thu | 4:21 pmafter market close | Dec 31, 2025 | ≈$773M+36% y/y | ≈$99.91+65% y/y |
| Oct 28, 2025 Tue | 4:06 pmafter market close | Sep 30, 2025 | $513M+60% y/y | −$100.00−67% y/y |
| Jul 31, 2025 Thu | 4:07 pmafter market close | Jun 30, 2025 | $396M+21% y/y | −$0.18+33% y/y |
| Apr 30, 2025 Wed | 4:14 pmafter market close | Mar 31, 2025 | $319M+41% y/y | −$0.10+60% y/y |
| Feb 27, 2025 Thu | 4:05 pmafter market close | Dec 31, 2024 | ≈$567M+66% y/y | ≈$60.39 |
| Nov 7, 2024 Thu | 4:20 pmafter market close | Sep 30, 2024 | $322M−16% y/y | −$60.00 |
| Aug 8, 2024 Thu | 4:04 pmafter market close | Jun 30, 2024 | $326M+8% y/y | −$0.27+16% y/y |
| May 9, 2024 Thu | 4:03 pmafter market close | Mar 31, 2024 | $226M−18% y/y | −$0.25+29% y/y |
| Feb 15, 2024 Thu | 4:02 pmafter market close | Dec 31, 2023 | ≈$341M−26% y/y | ≈$0.05 |
| Nov 8, 2023 Wed | 4:05 pmafter market close | Sep 30, 2023 | $383M+31% y/y | −$0.80−158% y/y |
| Aug 3, 2023 Thu | 4:07 pmafter market close | Jun 30, 2023 | $301M+24% y/y | −$0.32+52% y/y |
| May 9, 2023 Tue | 4:05 pmafter market close | Mar 31, 2023 | $275M+37% y/y | −$0.35+20% y/y |
| Feb 9, 2023 Thu | 4:11 pmafter market close | Dec 31, 2022 | ≈$463M+35% y/y | ≈−$0.21−11% y/y |
| Nov 3, 2022 Thu | 4:09 pmafter market close | Sep 30, 2022 | $292M+41% y/y | −$0.31−3% y/y |
Show all 16 reports since 2022Show fewer
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Companies that file the 8-K late in the evening publish the release the next morning: the date is that morning, before market open, and the evening filing time is not shown. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Bloom Energy: 10-year financials
| 2025 | 2,024 | 72.8 | −87.1 | 57.2 | 0.9 |
| 2024 | 1,474 | 22.9 | −27.2 | 33.1 | 1.5 |
| 2023 | 1,334 | −209 | −302 | −456 | — |
| 2022 | 1,199 | −261 | −302 | −309 | — |
| 2021 | 972 | −115 | −164 | −111 | — |
| 2020 | 794 | −80.8 | −158 | −137 | — |
| 2019 | 785 | −233 | −304 | 113 | — |
| 2018 | 633 | −165 | −274 | −137 | — |
| 2017 | 366 | −155 | −276 | −153 | — |
| 2016 | 209 | −241 | −280 | −292 | — |
Show all 10 yearsShow fewer
$ millions, annual 10-K reports on SEC EDGAR (US GAAP)*. History starts in 2016: earlier years aren’t in the company’s SEC filings (it’s younger or was spun off).
How we calculate
Figures are annual report lines; if a year was later restated (discontinued operations, mergers), we use the latest filing that shows it. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Shareholders’ equity at Mar 31, 2026: $0.92B (20% of total assets). Compare with other S&P 500 companies →
Bloom Energy (BE) earnings: FAQ
How does Bloom Energy make money?
Bloom Energy brought in $1.06 billion of revenue in Q2 2026, up 166% year over year. The largest source was Product: $935 million, or 88% of the total, followed by Service ($69.0M, 6%) and Installation ($51.0M, 5%); other lines add the remaining 0.9%. Net income for the quarter was $196 million.
When is BE's next earnings date?
We have not yet seen an announcement of the date from Bloom Energy (BE). Based on last year's report on Oct 28, 2025, the next report is expected around Oct 27, 2026.
What time does BE report earnings?
Bloom Energy usually reports after market close: its latest results release was filed with the SEC at 4:07 pm ET on Jul 28, 2026.
When did BE last report earnings?
Bloom Energy reported Q2 2026 results on Jul 28, 2026.
Where can I find Bloom Energy's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to BE's filings; this page breaks the latest report down in a Sankey chart.
What was BE's net income in Q2 2026?
Bloom Energy reported net income of $196M for Q2 2026 (vs −$42.6 year over year), under US GAAP.
Does Bloom Energy pay dividends?
Yes. In 2025, Bloom Energy paid $1M in dividends on its common stock, per its 10-K. Earlier years are in the 10-year table above.
How has Bloom Energy's revenue changed since 2016?
Per its 10-K filings, revenue grew 9.7x: $209M in 2016 and $2,024M in 2025. The latest year is the highest in the table. Year-by-year figures are in the table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report — two independent automated readings of the release had to match, and every number in the text was checked against it. Figures checked against the filing on 10/16/2026. How we make the breakdowns · Report an error
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