Bloom Energy 10-Q: Q3 Revenue $1.24B (+138%), Diluted EPS $0.78, $2.49B Cash
BE has more than doubled off its 52-week low of $75.7.
Summary
Bloom Energy's Q3 10-Q confirms $1.24B of revenue (+138% YoY), $0.78 diluted EPS and $2.49B of cash, with nine-month operating cash flow swinging to +$272.9M from a $304.1M burn.
Key Events · Earnings and Guidance · BE
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Q3 Revenue Doubles to $1.24B
Total revenue was $1,235.8M versus $519.0M a year ago (+138.1%), with product revenue of $1,073.6M (+179.4%). Nine-month revenue reached $3,052.3M, up 144.9%.
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Margins Expand, EPS $0.78
Gross margin rose to 34% from 29% and product gross margin to 38% from 35%, producing $250.3M of net income to common and diluted EPS of $0.78 ($0.85 basic).
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Cash Build and Positive Cash Flow
Cash and equivalents were $2,486.7M at September 30, 2026, and nine-month operating cash flow was +$272.9M versus -$304.1M in the prior-year period.
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$5.8B Supply Commitments
Purchase commitments under agreements longer than 12 months total approximately $5.8 billion, with $2.6 billion due in 2027 and $1.8 billion in 2029.
Analysis · BE · Manufacturing
The 10-Q puts full financial statements behind the Q3 beat already announced this evening: revenue of $1.24B against $519M a year ago, gross margin up to 34% from 29%, and $250M of net income to common. The balance sheet is the real story — $2.49B of cash and equivalents plus $272.9M of operating cash flow in the first nine months versus a $304.1M burn a year ago means the company is now funding its own expansion. Against that, commitments under supply agreements total roughly $5.8B, so the growth is underwritten by large take-or-pay obligations, and a new securities class action over supply-chain statements has been consolidated with a lead plaintiff appointed October 15, 2026.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 36.9% of the 1013 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.77%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, BE was trading at $210.06 on NYSE in the Manufacturing sector, with a market capitalization of approximately $64.1B. The 52-week trading range was $75.70 to $351.28. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.