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Bloom Energy (BE)
NYSE:BE
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based progress: record annual revenue, sizable backlog growth (product backlog +140% YoY), sustained service profitability (eight consecutive profitable quarters and ~20% service gross margin in Q4), solid full-year adjusted EBITDA ($271.6M), and a healthy cash position ($2.5B). Management emphasized technology differentiation (800V DC readiness, battery-free load following, absorption chilling) and rapid deployment capability (examples of deliveries well ahead of commitments). Key near-term risks discussed include quarterly gross-margin volatility (Q4 margin down vs prior year), elevated inventory, and a wide operating-income guidance range which introduces execution uncertainty. On balance, the highlights — strong growth, improving margins at scale, service profitability, robust backlog, and technology leadership — materially outweigh the lowlights, though execution and margin consistency will be important to realize the bullish guidance.Company Guidance
Record Revenue and Accelerated Growth
Q4 revenue of $777.7M, up 35.9% year-over-year; FY2025 revenue of $2.0B, up 37.3% YoY. Product backlog increased ~140% YoY to about $6B and total service backlog is approximately $14B, signaling strong forward demand.
Improved Profitability and Operating Leverage
Full-year adjusted EBITDA of $271.6M and non-GAAP operating profit of $221M (up $113.4M vs prior year). Non-GAAP EPS was $0.45 vs $0.43 a year ago, demonstrating scaling operating leverage.
Service Business Turnaround and Durability
Service business profitable for eight consecutive quarters; Q4 service gross margin ~20% and full-year service gross profit ~$29.7M. Every new product order is 100% attached to service, supporting a durable, recurring revenue stream backed by a ~$14B service backlog.
Strong Balance Sheet and Cash Flow
Ended the quarter with $2.5B of total cash. Q4 cash flow from operations was a positive $113.9M, CapEx for the quarter $57M, and Bloom was free cash flow positive for the second consecutive year.
Technology Leadership and Future-Proofing
Announced all servers will be 800V DC ready (with adapters for AC), with retrofit options for prior servers. Demonstrated rapid deployment capability (e.g., delivered a hyperscale AI order in 55 days vs a 90-day commitment). Innovations include high-reliability load following without batteries, absorption-chiller cooling applications (potential ~20% electricity reduction), and AI-driven digital twin fleet analytics (few trillion cell hours and ~6B data points).
Ambitious 2026 Guidance
Guidance for 2026: revenue $3.1B–$3.3B (implying very strong year-over-year growth from $2.0B), non-GAAP gross margin ~32%, operating income range $125M–$475M, expected cash flow from operations near $200M, and planned CapEx $150M–$200M — all indicating management expects accelerated scale and profitability.
Product Margin Strength
Reported product gross margins of ~37% in Q4 and full-year non-GAAP gross margin of 30.3%, up from 28.7% in 2024 (improvement of 1.6 percentage points), showing progress on cost reduction and margin accretion.
BE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $136.60 | $143.03 | +4.71% |
Oct 28, 2025 | $113.28 | $133.71 | +18.03% |
Jul 31, 2025 | $37.39 | $36.72 | -1.79% |
Apr 30, 2025 | $18.32 | $16.81 | -8.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bloom Energy (BE) report earnings?
Bloom Energy (BE) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Bloom Energy (BE) earnings time?
Bloom Energy (BE) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BE EPS forecast?
BE EPS forecast for the fiscal quarter 2026 (Q1) is 0.12.
