Bloom Energy Corporation reported its financial results for the third quarter ended September 30, 2026, achieving record quarterly revenue of $1,235.8 million, which represents a 138.1% increase compared to the third quarter of 2025. Product revenue for the quarter reached $1,073.6 million, up 179.4% year-over-year. The company recorded operating income of $225.4 million, which increased $217.6 million, and EPS of $0.78, which increased $0.88.

The company's gross margin for the third quarter of 2026 was 33.8%, representing an increase of 453 basis points year-over-year, while its non-GAAP gross margin rose 412 basis points to 34.5%. Non-GAAP operating income reached $285.7 million, which increased $239.4 million, and non-GAAP EPS was $0.94, representing an increase of $0.79. Additionally, Bloom Energy Corporation was added to the S&P 500, marking an important milestone for the company.

For the full year 2026, Bloom Energy Corporation raised its financial guidance. The company now expects full year revenue to be between $4.4 billion - $4.6 billion, representing 122% year-over-year growth at the midpoint. It also projects a non-GAAP gross margin of ~34%, non-GAAP operating income of $960M - $1,030M, and non-GAAP EPS of $3.10 - $3.40.

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