$BE reported Q3 revenue of $1.24B, up 138% YoY, versus the $1.07B expected, with non-GAAP EPS of $0.94 versus $0.67.
At the open, $BE is down around 6.3%, with the raised $4.4B-$4.6B revenue outlook weighed against an unchanged gross margin outlook of about 34%.
→ Revenue: $1.24B vs. $1.07B consensus
→ Non-GAAP EPS: $0.94 vs. $0.67 expected
→ Gross margin: 34.5% vs. 34.3% in Q2
→ 2026 guide: $4.4B-$4.6B in revenue, versus $3.9B-$4.2B prior
$BE also raised its 2026 non-GAAP EPS outlook to $3.10-$3.40 from $2.55-$2.85, and was added to the S&P 500.